Universal Display Corporation
US ˙ NasdaqGS ˙ US91347P1057

SecurityOLED / Universal Display Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership411,858 shares
Latest Disclosed Value $ 37,751,107
Morgan Stanley reports 5.25% increase in ownership of OLED / Universal Display Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 411,858 shares of Universal Display Corporation (US:OLED) valued at $37,750,904 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 391,319 shares of Universal Display Corporation. This represents a change in shares of 5.25% during the quarter. The current value of the position is $37,145,473 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UNIVERSAL DISPLAY COM 91347P105 411,858 20,539 5.25 37,751 -17.39 0.0023
2026-05-27 2025-12-31 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 391,319 -148,725 -27.54 45,699 -41.09 0.0027
2026-02-13 2025-12-31 13F UNIVERSAL DISPLAY COM 91347P105 391,319 -148,725 45,699 0.0027
2026-05-27 2025-09-30 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 540,044 -126,630 -18.99 77,567 -24.67 0.0047
2025-11-14 2025-09-30 13F UNIVERSAL DISPLAY COM 91347P105 540,044 -126,630 77,567 0.0047
2025-08-15 2025-06-30 13F UNIVERSAL DISPLAY COM 91347P105 666,674 232,646 53.60 102,975 70.10 0.0067
2025-05-15 2025-03-31 13F UNIVERSAL DISPLAY COM 91347P105 434,028 -46,955 -9.76 60,539 -13.91 0.0043
2025-05-15 2024-12-31 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 480,983 139,865 41.00 70,320 -1.79 0.0049
2025-02-14 2024-12-31 13F UNIVERSAL DISPLAY COM 91347P105 480,983 139,865 70,320 0.0049
2025-05-14 2024-09-30 13F/A-2 UNIVERSAL DISPLAY COM 91347P105 341,118 -48,314 -12.41 71,601 -12.55 0.0052
2025-02-14 2024-09-30 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 341,118 -48,314 71,601 0.0052
2024-11-14 2024-09-30 13F UNIVERSAL DISPLAY COM 91347P105 341,118 -48,314 71,601 0.0052
2025-05-14 2024-06-30 13F/A-2 UNIVERSAL DISPLAY COM 91347P105 389,432 53,525 15.93 81,879 44.70 0.0063
2024-10-17 2024-06-30 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 389,432 53,525 81,879 0.0063
2024-08-14 2024-06-30 13F UNIVERSAL DISPLAY COM 91347P105 389,432 53,525 81,879 0.0063
2024-10-17 2024-03-31 13F/A-2 UNIVERSAL DISPLAY COM 91347P105 335,907 5,420 1.64 56,584 -10.48 0.0045
2024-08-16 2024-03-31 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 335,907 5,420 56,584 0.0005
2024-05-15 2024-03-31 13F UNIVERSAL DISPLAY COM 91347P105 335,907 5,420 56,584 0.0045
2024-08-16 2023-12-31 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 330,487 11,945 3.75 63,209 26.40 0.0056
2024-02-13 2023-12-31 13F UNIVERSAL DISPLAY COM 91347P105 330,487 11,945 63,209 0.0056
2023-11-15 2023-09-30 13F UNIVERSAL DISPLAY COM 91347P105 318,542 -5,553 -1.71 50,008 7.06 0.0051
2023-08-14 2023-06-30 13F UNIVERSAL DISPLAY COM 91347P105 324,095 -12,944 -3.84 46,712 -10.66 0.0046
2023-05-15 2023-03-31 13F UNIVERSAL DISPLAY COM 91347P105 337,039 -84,403 -20.03 52,285 14.83 0.0056
2023-02-14 2022-12-31 13F UNIVERSAL DISPLAY COM 91347P105 421,442 47,148 12.60 45,533 28.93 0.0052
2022-11-14 2022-09-30 13F UNIVERSAL DISPLAY COM 91347P105 374,294 17,229 4.83 35,315 -2.21 0.0048
2022-10-27 2022-06-30 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 357,065 173,253 94.26 36,114 17.68 0.0047
2022-08-15 2022-06-30 13F UNIVERSAL DISPLAY COM 91347P105 357,065 173,253 36,114 0.0009
2022-10-27 2022-03-31 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 183,812 15,873 9.45 30,688 10.73 0.0041
2022-05-13 2022-03-31 13F UNIVERSAL DISPLAY COM 91347P105 183,812 15,873 30,688 0.0041
2022-02-14 2021-12-31 13F UNIVERSAL DISPLAY COM 91347P105 167,939 -20,837 -11.04 27,714 -14.13 0.0034
2021-11-15 2021-09-30 13F UNIVERSAL DISPLAY COM 91347P105 188,776 15,455 8.92 32,273 -16.25 0.0043
2021-08-23 2021-06-30 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 173,321 -8,643 -4.75 38,534 -10.56 0.0051
2021-08-16 2021-06-30 13F UNIVERSAL DISPLAY COM 91347P105 173,321 -8,643 38,534 0.0011
2021-05-17 2021-03-31 13F UNIVERSAL DISPLAY COM 91347P105 181,964 -12,696 -6.52 43,083 -3.69 0.0063
2021-02-16 2020-12-31 13F UNIVERSAL DISPLAY COM 91347P105 194,660 75,445 63.28 44,733 107.62 0.0069
2020-11-13 2020-09-30 13F UNIVERSAL DISPLAY COM 91347P105 119,215 -23,723 -16.60 21,546 0.74 0.0042
2020-08-14 2020-06-30 13F UNIVERSAL DISPLAY COM 91347P105 142,938 -8,575 -5.66 21,388 7.12 0.0047
2020-05-26 2020-03-31 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 151,513 -70,003 -31.60 19,967 -56.26 0.0054
2020-05-15 2020-03-31 13F UNIVERSAL DISPLAY COM 91347P105 151,513 -70,003 19,967 1,533.8818
2020-02-14 2019-12-31 13F UNIVERSAL DISPLAY COM 91347P105 221,516 5,318 2.46 45,647 25.75 0.0106
2019-11-14 2019-09-30 13F UNIVERSAL DISPLAY COM 91347P105 216,198 39,459 22.33 36,300 9.21 0.0096
2019-08-14 2019-06-30 13F UNIVERSAL DISPLAY COM 91347P105 176,739 10,251 6.16 33,238 30.62 0.0088
2019-05-15 2019-03-31 13F UNIVERSAL DISPLAY COM 91347P105 166,488 -36,640 -18.04 25,447 33.88 0.0072
2019-02-14 2018-12-31 13F UNIVERSAL DISPLAY COM 91347P105 203,128 -57,387 -22.03 19,007 -38.12 0.0057
2019-04-23 2018-09-30 13F/A-2 UNIVERSAL DISPLAY COM 91347P105 260,515 -126,141 -32.62 30,715 -7.63 0.0077
2018-11-20 2018-09-30 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 260,515 0 30,715 0.0077
2018-11-14 2018-09-30 13F UNIVERSAL DISPLAY COM 91347P105 260,515 -126,141 30,715
2019-04-23 2018-06-30 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 386,656 12,092 3.23 33,252 -12.10 0.0090
2018-08-14 2018-06-30 13F UNIVERSAL DISPLAY COM 91347P105 386,656 12,092 33,252
2019-04-23 2018-03-31 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 374,564 68,153 22.24 37,831 -28.49 0.0105
2018-05-14 2018-03-31 13F UNIVERSAL DISPLAY COM 91347P105 374,564 68,153 37,831
2019-04-23 2017-12-31 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 306,411 -370 -0.12 52,902 33.83 0.0145
2018-02-14 2017-12-31 13F UNIVERSAL DISPLAY COM 91347P105 306,411 -370 52,902
2017-11-14 2017-09-30 13F UNIVERSAL DISPLAY COM 91347P105 306,781 -154,188 -33.45 39,529 -21.51 0.0118
2017-08-11 2017-06-30 13F UNIVERSAL DISPLAY COM 91347P105 460,969 127,894 38.40 50,360 75.61 0.0152
2017-05-22 2017-03-31 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 333,075 -8,585 -2.51 28,677 49.08 0.0088
2017-05-12 2017-03-31 13F UNIVERSAL DISPLAY COM 91347P105 333,075 28,677
2017-02-22 2016-12-31 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 341,660 86,892 34.11 19,236 36.02 0.0063
2017-02-13 2016-12-31 13F UNIVERSAL DISPLAY COM 91347P105 341,660 19,236
2016-11-10 2016-09-30 13F UNIVERSAL DISPLAY COM 91347P105 254,768 20,479 8.74 14,142 -10.97 0.0048
2016-08-12 2016-06-30 13F UNIVERSAL DISPLAY COM 91347P105 234,289 -12,800 -5.18 15,884 18.83 0.0057
2016-05-12 2016-03-31 13F UNIVERSAL DISPLAY COM 91347P105 247,089 -59,174 -19.32 13,367 -19.83 0.0051
2016-02-09 2015-12-31 13F UNIVERSAL DISPLAY COM 91347P105 306,263 -202,150 -39.76 16,673 -3.26 0.0060
2016-02-08 2015-09-30 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 508,413 188,999 59.17 17,235 4.32 0.0064
2015-11-09 2015-09-30 13F UNIVERSAL DISPLAY COM 91347P105 508,413 17,235
2015-08-12 2015-06-30 13F UNIVERSAL DISPLAY COM 91347P105 319,414 -918,426 -74.20 16,522 -71.45 0.0057
2015-05-14 2015-03-31 13F UNIVERSAL DISPLAY COM 91347P105 1,237,840 -291,061 -19.04 57,869 36.40 0.0213
2015-02-13 2014-12-31 13F UNIVERSAL DISPLAY COM 91347P105 1,528,901 59,320 4.04 42,426 -11.55 0.0155
2014-12-16 2014-09-30 13F/A-1 UNIVERSAL DISPLAY COM 91347P105 1,469,581 -89,907 -5.77 47,966 -3.61 0.0184
2014-11-14 2014-09-30 13F UNIVERSAL DISPLAY COM 91347P105 1,469,581 47,966
2014-05-13 2014-03-31 13F UNIVERSAL DISPLAY COM 91347P105 1,559,488 427,208 37.73 49,764 27.91 0.0208
2014-02-13 2013-12-31 13F UNIVERSAL DISPLAY COM 91347P105 1,132,280 234,940 26.18 38,905 35.36 0.0165
2013-11-13 2013-09-30 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 897,340 278,010 44.89 28,742 65.11 0.0136
2013-08-08 2013-06-30 13F UNIVERSAL DISPLAY CORP COM COM 91347P105 619,330 619,330 17,408 0.0088
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.