Ultralife Ownership | Who Owns Ultralife?
Ultralife Ownership Summary
Ultralife is owned by 34.28% institutional investors, 3.16% insiders, and 62.55% 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 | 34.28% | 3.16% | 62.55% |
| Sector | Industrials Stocks | 46.77% | 12.62% | 40.60% |
| Industry | Electrical Equipment Stocks | 25.42% | 18.45% | 56.13% |
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 | 1.01M | 6.08% | $6.89M |
| Blackrock | 610.04K | 3.72% | $6.48M |
| Vanguard group | 505.63K | 3.04% | $3.45M |
| Janney montgomery scott | 475.67K | 2.86% | $3.24M |
| Truffle hound capital | 250.00K | 1.50% | $1.71M |
| Rbf capital | 225.00K | 1.35% | $1.53M |
| Arrowstreet capital, limited partnership | 219.02K | 1.32% | $1.49M |
| Renaissance | 214.59K | 1.29% | $1.46M |
| Connor, clark & lunn investment management | 151.95K | 0.91% | $1.04B |
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 |
| Juncture wealth strategies | 18.28K | 0.04% | $124.65K |
| Ancora advisors | 105.32K | 0.01% | $718.29K |
| Bridgeway capital management | 59.58K | 0.01% | $406.33K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 610.04K | 0.00% | 461.76K |
| Arrowstreet capital, limited partnership | 219.02K | 0.00% | 148.54K |
| Russell investments group | 49.00K | 0.00% | 47.97K |
| Lsv asset management | 64.50K | 0.00% | 45.10K |
| Marshall wace, llp | 38.08K | 0.00% | 38.08K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Essex investment management | - | - | -238.88K |
| Eam investors | - | - | -73.92K |
| Legato capital management | - | - | -71.14K |
| Gsa capital partners llp | - | - | -42.81K |
| Royal bank of canada | 1.27K | - | -33.31K |
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 |
| Xtx topco | 12.89K | 0.00% | 12.89K | $87.89K |
| Quadrature capital | 12.46K | 0.00% | 12.46K | $84.09K |
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 |
| Eversource wealth advisors | -79.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 77 | 5.48% | 6,043,039 | -0.39% | 36 | 2.65% | 38 | -19.15% | 20 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 348.05K | 2.09% | - |
| Vanguard Total Stock Mkt Idx Inv | 340.55K | 2.05% | -7.50K |
| DFA US Small Cap Value I | 226.96K | 1.36% | - |
| iShares Russell 2000 ETF | 213.43K | 1.28% | - |
| DFA US Targeted Value I | 133.97K | 0.80% | - |
| TETON Westwood Mighty Mites AAA | 110.32K | 0.66% | -377.00 |
| Dimensional US Targeted Value ETF | 106.30K | 0.64% | - |
| Fidelity Small Cap Index | 103.61K | 0.62% | 1.75K |
| Vanguard Institutional Extnd Mkt Idx Tr | 102.36K | 0.61% | -46.64K |
| iShares Russell 2000 Value ETF | 85.56K | 0.51% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 24, 2025 | Robert W. Shaw | - | Buy | $9.92K |
| Nov 19, 2025 | WHITMORE BRADFORD T | Buy | $267.92K | |
| Nov 19, 2025 | Manna Michael Edward | President and CEO | Buy | $4.94K |
| Nov 19, 2025 | Manna Michael Edward | President and CEO | Buy | $4.99K |
| Aug 19, 2025 | WHITMORE BRADFORD T | Buy | $104.37K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 4 | - |
| 2025 Q3 | 3 | - |
| 2025 Q2 | 9 | - |
| 2024 Q4 | 2 | - |
| 2024 Q3 | - | - |
ULBI Ownership FAQ
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