Ultralife Ownership | Who Owns Ultralife?

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Ultralife Ownership Summary

Ultralife is owned by 28.04% institutional investors, 3.19% insiders, and 68.77% retail investors. Visionary wealth advisors is the largest institutional shareholder, holding 6.58% of ULBI shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.09% of its assets in Ultralife shares.

ULBI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Ultralife	28.04%	3.19%	68.77%
Sector	Industrials Stocks	47.66%	12.52%	39.82%
Industry	Electrical Equipment Stocks	30.79%	16.75%	52.46%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Visionary wealth advisors	1.10M	6.58%	$7.47M
Dimensional fund advisors lp	1.00M	6.01%	$5.72M
Blackrock	610.04K	3.72%	$6.48M
Vanguard group	513.59K	3.09%	$2.94M
Janney montgomery scott	507.80K	3.05%	$2.90M
Truffle hound capital	250.00K	1.50%	$1.71M
Rbf capital	225.00K	1.35%	$1.53M
Renaissance	210.99K	1.27%	$1.21M
Connor, clark & lunn investment management	151.73K	0.91%	$867.88K
Blackrock funding, inc. /de	146.10K	0.88%	$835.69K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Teton advisors	110.20K	0.60%	$989.60K
Truffle hound capital	250.00K	0.48%	$1.71M
Visionary wealth advisors	1.10M	0.35%	$7.47M
Perritt capital management	65.00K	0.21%	$443.30K
Pitti group wealth management	17.98K	0.10%	$122.63K
Clarivest asset management	66.66K	0.07%	$707.90K
Rbf capital	225.00K	0.07%	$1.53M
Ancora advisors	105.32K	0.01%	$718.29K
Bridgeway capital management	59.58K	0.01%	$406.33K
Janney montgomery scott	507.80K	0.01%	$2.90M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	610.04K	0.00%	461.76K
Russell investments group	49.00K	0.00%	47.97K
Marshall wace, llp	38.08K	0.00%	38.08K
Walleye capital	63.71K	0.00%	32.60K
Janney montgomery scott	507.80K	0.01%	32.13K

Top Sellers

Holder	Shares	% Assets	Change
Essex investment management	-	-	-238.88K
Arrowstreet capital, limited partnership	136.46K	0.00%	-82.56K
Eam investors	-	-	-73.92K
Legato capital management	-	-	-71.14K
Gsa capital partners llp	-	-	-42.81K

New Positions

Holder	Shares	% Assets	Change	Value
Invesco	16.35K	-	16.35K	$173.59K
Man group	16.29K	0.00%	16.29K	$111.10K
Cubist systematic strategies	13.60K	0.00%	13.60K	$92.75K
Jane street group	13.14K	-	13.14K	$75.19K
Xtx topco	12.89K	0.00%	12.89K	$87.89K

Sold Out

Holder	Change
Capital performance advisors llp	-4.00
True wealth design	-17.00
Allspring global investments	-36.00
Global retirement partners	-40.00
Rise advisors	-50.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	38	-38.71%	4,667,592	-18.27%	28	2.38%	11	-68.57%	17	41.67%
Sep 30, 2025	61	-1.61%	5,702,542	1.68%	34	3.02%	34	21.43%	12	-52.00%
Jun 30, 2025	62	-13.89%	5,608,513	-5.38%	33	2.65%	28	16.67%	25	-16.67%
Mar 31, 2025	72	7.46%	5,941,553	-5.30%	35	2.51%	24	-35.14%	31	82.35%
Dec 31, 2024	50	-35.06%	5,773,649	-4.46%	34	2.63%	28	-26.32%	12	-40.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	348.05K	2.09%	-
Vanguard Total Stock Mkt Idx Inv	339.59K	2.04%	-
DFA US Small Cap Value I	214.42K	1.29%	-12.54K
iShares Russell 2000 ETF	213.43K	1.28%	-
DFA US Targeted Value I	129.94K	0.78%	-
TETON Westwood Mighty Mites AAA	110.20K	0.66%	-123.00
Fidelity Small Cap Index	103.61K	0.62%	1.75K
Vanguard Institutional Extnd Mkt Idx Tr	102.36K	0.61%	-
Dimensional US Targeted Value ETF	98.78K	0.59%	-
Acuitas US Microcap Strategy	94.15K	0.57%	40.95K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 12, 2025	WHITMORE BRADFORD T		Buy	$53.61K
Dec 16, 2025	WHITMORE BRADFORD T		Buy	$163.03K
Dec 15, 2025	WHITMORE BRADFORD T		Buy	$84.26K
Dec 15, 2025	Goddard Janie	-	Buy	$10.00K
Nov 24, 2025	Robert W. Shaw	-	Buy	$9.92K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	8	-
2025 Q3	3	-
2025 Q2	9	-
2024 Q4	2	-
2024 Q3	-	-

ULBI Ownership FAQ

Who Owns Ultralife?

Ultralife shareholders are primarily institutional investors at 28.04%, followed by 3.19% insiders and 68.77% retail investors. The average institutional ownership in Ultralife's industry, Electrical Equipment Stocks, is 30.79%, which Ultralife falls below.

Who owns the most shares of Ultralife?

Ultralife’s largest shareholders are Visionary wealth advisors (1.1M shares, 6.58%), Dimensional fund advisors lp (1M shares, 6.01%), and Blackrock (610.04K shares, 3.72%). Together, they hold 16.31% of Ultralife’s total shares outstanding.

Does Blackrock own Ultralife?

Yes, BlackRock owns 3.72% of Ultralife, totaling 610.04K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 6.48M$. In the last quarter, BlackRock increased its holdings by 461.76K shares, a 311.42% change.

Who is Ultralife’s biggest shareholder by percentage of total assets invested?

Teton advisors is Ultralife’s biggest shareholder by percentage of total assets invested, with 0.60% of its assets in 110.2K Ultralife shares, valued at 989.6K$.

Who is the top mutual fund holder of Ultralife shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Ultralife shares, with 2.09% of its total shares outstanding invested in 348.05K Ultralife shares.

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