Security Snapshot

ULTRALIFE CORP - Common Stock, $.10 par value per share (ULBI) Institutional Ownership

CUSIP: 903899102

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

52

Shares (Excl. Options)

5,342,399

Price

$6.32

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+16,332
Value change
+$103,217
Number of holders
52
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
16,666,558
SEC-reported price per share
$5.66
Insider filing price
$5.66
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • ULBI - ULTRALIFE CORP - Common Stock, $.10 par value per share is tracked under CUSIP 903899102.
  • 52 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 50 to 52 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $34,724,476 to $33,761,034.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 52 institutions filings for Q2 2026.

Open SEC evidence

Security key

903899102

Latest holder period

Q2 2026

13F holders

52

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
ULBI
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WHITMORE BRADFORD T 40% $37,751,754 6,599,957 WHITMORE BRADFORD T 12 Mar 2026
Visionary Wealth Advisors 6.6% -15% $6,235,984 -$1,159,038 1,090,207 -16% Visionary Wealth Advisors 31 Dec 2025

As of 30 Jun 2026, 52 institutional investors reported holding 5,342,399 shares of ULTRALIFE CORP - Common Stock, $.10 par value per share (ULBI). This represents 32% of the company’s total 16,666,558 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
31%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Visionary Wealth Advisors 6.7% 1,109,170 +0.27% 0.28% $7,009,955
DIMENSIONAL FUND ADVISORS LP 5.8% 963,733 -3.1% 0% $6,090,519
Janney Montgomery Scott LLC 3.4% 560,350 +8.2% 0.01% $3,541,000
VANGUARD CAPITAL MANAGEMENT LLC 2.8% 464,730 +1.5% 0% $2,937,094
Truffle Hound Capital, LLC 1.5% 250,000 0% 1% $1,580,000
RBF Capital, LLC 1.3% 218,714 0% 0.06% $1,382,272
RENAISSANCE TECHNOLOGIES LLC 1% 171,790 -13% 0% $1,085,713
Connor, Clark & Lunn Investment Management Ltd. 0.93% 155,043 +0.01% 0% $979,872
BlackRock, Inc. 0.93% 154,406 +5.6% 0% $975,845
RAYMOND JAMES FINANCIAL INC 0.82% 136,696 -1.9% 0% $863,919
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.76% 126,753 0% 0% $801,079
GEODE CAPITAL MANAGEMENT, LLC 0.75% 125,776 -1.2% 0% $795,477
Teton Advisors, LLC 0.65% 109,000 0% 0.4% $688,880
ACADIAN ASSET MANAGEMENT LLC 0.5% 83,799 0% 0% $528,000
Russell Investments Group, Ltd. 0.43% 72,490 -11% 0% $458,140
VANGUARD FIDUCIARY TRUST CO 0.38% 63,496 +0.68% 0% $401,295
LSV ASSET MANAGEMENT 0.38% 63,050 -2.2% 0% $398,000
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.36% 59,579 0% 0.01% $376,539
Ancora Advisors LLC 0.34% 56,169 0% 0.01% $354,988
TWO SIGMA INVESTMENTS, LP 0.31% 51,106 -18% 0% $322,990
Maridea Wealth Management LLC 0.26% 42,708 0.03% $269,915
STATE STREET CORP 0.25% 42,470 -0.82% 0% $268,410
AMERIPRISE FINANCIAL INC 0.22% 36,521 +1% 0% $230,812
Man Group plc 0.2% 33,727 +46% 0% $213,155
CITADEL ADVISORS LLC 0.15% 25,283 -39% 0% $159,789

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 5,342,399 $33,761,034 +$103,217 $6.32 52
2026 Q1 5,326,090 $34,724,476 -$1,299,303 $6.52 50
2025 Q4 5,611,465 $32,094,777 -$557,686 $5.72 59
2025 Q3 5,711,143 $38,948,604 -$190,967 $6.82 62
2025 Q2 5,608,393 $50,360,042 -$1,967,737 $8.98 61
2025 Q1 5,927,266 $31,887,300 -$1,903,352 $5.38 70
2024 Q4 6,273,891 $46,738,246 +$1,465,553 $7.45 66
2024 Q3 6,043,039 $54,690,941 -$941,259 $9.04 74
2024 Q2 6,048,765 $64,235,639 +$10,026,682 $10.62 70
2024 Q1 5,150,472 $45,375,589 +$1,441,086 $8.81 60
2023 Q4 5,013,719 $34,190,882 +$1,682,466 $6.82 53
2023 Q3 4,669,553 $45,574,879 +$5,098,401 $9.76 49
2023 Q2 4,172,822 $20,195,823 -$556,186 $4.84 31
2023 Q1 4,274,553 $17,182,141 +$80,314 $4.02 27
2022 Q4 4,237,358 $16,355,291 +$422,170 $3.86 29
2022 Q3 4,140,684 $19,915,939 -$1,043,988 $4.81 24
2022 Q2 4,369,230 $20,015,834 -$541,140 $4.55 24
2022 Q1 4,497,986 $24,151,616 -$1,058,805 $5.37 27
2021 Q4 4,689,456 $28,326,877 -$1,956,325 $6.04 28
2021 Q3 4,937,278 $35,111,639 -$858,297 $7.09 37
2021 Q2 5,038,104 $42,378,665 -$4,335,936 $8.38 48
2021 Q1 5,558,891 $46,034,445 +$4,679,250 $8.28 54
2020 Q4 5,363,782 $34,704,477 -$1,508,376 $6.47 47
2020 Q3 5,573,496 $32,891,003 -$1,111,394 $5.90 44
2020 Q2 5,748,504 $40,229,143 +$1,784,463 $7.01 45
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