Ubiquiti Inc.
UI- Exchange
- NYSE
- Industry
- Radio & Tv Broadcasting & Communications Equipment
- SEC CIK
- 0001511737
No open-market purchases or sales by Ubiquiti Inc. insiders were filed in the last 90 days; 358 institutions reported holding it in 13F filings for Q2 2026, worth $1.58B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Ubiquiti Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 202
- −3 vs. Q4 2022
- Shares held
- 2.14M
- −25.5K (−1.2%) vs. Q4 2022
- Total value
- $581.4M
- −$11.7M (−2.0%) vs. Q4 2022
- New holders
- 31
- 43 more added
- Sold out
- 34
- 76 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 358 | $1.58B |
| Q1 2026 | 386 | $2.15B |
| Q4 2025 | 351 | $1.64B |
| Q3 2025 | 366 | $1.87B |
| Q2 2025 | 319 | $1.30B |
| Q1 2025 | 283 | $897.6M |
| Q4 2024 | 259 | $809.5M |
| Q3 2024 | 207 | $521.1M |
| Q2 2024 | 162 | $349.5M |
| Q1 2024 | 148 | $282.3M |
| Q4 2023 | 158 | $337.6M |
| Q3 2023 | 152 | $309.4M |
| Q2 2023 | 169 | $384.2M |
| Q1 2023 | 202 | $581.4M |
| Q4 2022 | 208 | $593.6M |
| Q3 2022 | 213 | $670.4M |
| Q2 2022 | 200 | $626.6M |
| Q1 2022 | 204 | $826.2M |
| Q4 2021 | 227 | $1.02B |
| Q3 2021 | 217 | $1.10B |
| Q2 2021 | 217 | $1.24B |
| Q1 2021 | 232 | $1.30B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Ubiquiti Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| IFP Advisors, Inc | 0 | $1 | 0.00% | −8−100.0% | Reduced |
| Ameritas Advisory Services, LLC | 1 | $272 | 0.00% | +1 | New |
| First Manhattan Co | 2 | $543 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2 | $543 | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 2 | $544 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $1.09K | 0.00% | −2−33.3% | Reduced |
| Private Trust Co NA | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 5 | $1.36K | 0.00% | +5 | New |
| Glassman Wealth Services | 6 | $1.63K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $2.17K | 0.00% | +8 | New |
| Global Retirement Partners, LLC | 10 | $2.29K | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 10 | $2.65K | 0.00% | +10 | New |
| Huntington National Bank | 10 | $2.72K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 10 | $2.72K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 11 | $2.98K | 0.00% | +11 | New |
| Financial Management Professionals, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 11 | $3.00K | 0.00% | +4+57.1% | Added |
| WealthPLAN Partners, LLC | 13 | $3.53K | 0.00% | +13 | New |
| Column Capital Advisors, LLC | 15 | $4.08K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 17 | $4.62K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 22 | $5.98K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 25 | $6.79K | 0.00% | −29−53.7% | Reduced |
| Laurel Wealth Advisors LLC | 25 | $6.79K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 26 | $7.06K | 0.00% | −4−13.3% | Reduced |
| Bell Investment Advisors, Inc | 32 | $8.70K | 0.00% | −2−5.9% | Reduced |
| Centerpoint Advisors, LLC | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 45 | $12.0K | 0.01% | −1−2.2% | Reduced |
| American International Group, Inc. | 48 | $13.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 49 | $13.3K | 0.00% | +49 | New |
| Steward Partners Investment Advisory, LLC | 61 | $16.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 65 | $17.7K | 0.00% | +64+6,400.0% | Added |
| Signaturefd, LLC | 70 | $19.0K | 0.00% | −20−22.2% | Reduced |
| Tradition Wealth Management, LLC | 75 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 83 | $22.6K | 0.00% | −2−2.4% | Reduced |
| Sandy Spring Bank | 83 | $22.6K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 98 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 102 | $27.4K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 103 | $27.9K | 0.02% | 00.0% | Unchanged |
| Denali Advisors LLC | 103 | $28.0K | 0.01% | −97−48.5% | Reduced |
| MV Capital Management, Inc. | 115 | $31.2K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 134 | $36.4K | 0.00% | −56−29.5% | Reduced |
| MetLife Investment Management | 134 | $36.4K | 0.00% | +1+0.8% | Added |
| Gladius Capital Management LP | 134 | $36.4K | 0.01% | −226−62.8% | Reduced |
| Sound Income Strategies, LLC | 139 | $37.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 139 | $37.8K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 145 | $39.4K | 0.00% | −5−3.3% | Reduced |
| Advisory Services Network, LLC | 158 | $42.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 185 | $50.3K | 0.00% | +38+25.9% | Added |
| Quantbot Technologies LP | 276 | $75.0K | 0.01% | −1,798−86.7% | Reduced |
| Quent Capital, LLC | 286 | $77.6K | 0.01% | +1+0.4% | Added |
| Barclays PLC | 321 | $87.2K | 0.00% | −73−18.5% | Reduced |
| Tower Research Capital LLC (TRC) | 335 | $91.0K | 0.00% | +118+54.4% | Added |
| Edmond de Rothschild Holding S.A. | 343 | $93.2K | 0.00% | +28+8.9% | Added |
| Belpointe Asset Management LLC | 364 | $98.9K | 0.01% | +364 | New |
| Robeco Institutional Asset Management B.V. | 423 | $114.9K | 0.00% | −373−46.9% | Reduced |
| Leonteq Securities AG | 446 | $121.2K | 0.01% | +246+123.0% | Added |
| FMR LLC | 456 | $123.8K | 0.00% | −36−7.3% | Reduced |
| Citigroup Inc | 457 | $124.2K | 0.00% | −51−10.0% | Reduced |
| Amalgamated Bank | 547 | $149.0K | 0.00% | −48−8.1% | Reduced |
| CWM, LLC | 603 | $164.0K | 0.00% | −6−1.0% | Reduced |
| Assetmark, Inc | 682 | $185.3K | 0.00% | +8+1.2% | Added |
| Aquatic Capital Management LLC | 700 | $190.0K | 0.01% | +700 | New |
| Creative Planning | 740 | $201.1K | 0.00% | −32−4.1% | Reduced |
| Woodline Partners LP | 742 | $201.6K | 0.00% | −1,647−68.9% | Reduced |
| US Bancorp | 745 | $202.4K | 0.00% | +18+2.5% | Added |
| SevenOneSeven Capital Management | 1,143 | $204.4K | 0.46% | −81−6.6% | Reduced |
| Blair William & Co | 755 | $205.2K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 760 | $206.5K | 0.00% | +760 | New |
| JB Capital LLC | 793 | $215.4K | 0.02% | −8−1.0% | Reduced |
| First Hawaiian Bank | 807 | $219.3K | 0.01% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 822 | $223.3K | 0.00% | +822 | New |
| Voya Investment Management LLC | 857 | $232.8K | 0.00% | −21−2.4% | Reduced |
| Silver Oak Securities, Inc | 854 | $233.0K | 0.04% | +854 | New |
| Greenleaf Trust | 866 | $235.3K | 0.00% | −7−0.8% | Reduced |
| M&T Bank Corp | 952 | $259.0K | 0.00% | −39−3.9% | Reduced |
| Echo Street Capital Management LLC | 970 | $263.5K | 0.00% | +80+9.0% | Added |
| Bank of Montreal | 983 | $267.2K | 0.00% | +7+0.7% | Added |
| North Star Asset Management Inc | 1,000 | $271.7K | 0.02% | 00.0% | Unchanged |
| BetterWealth, LLC | 1,000 | $271.7K | 0.11% | 00.0% | Unchanged |
| SP Asset Management LLC | 1,000 | $271.7K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,005 | $273.0K | 0.01% | −55−5.2% | Reduced |
| CAPROCK Group, Inc. | 1,021 | $277.4K | 0.02% | +13+1.3% | Added |
| Squarepoint Ops LLC | 1,022 | $277.7K | 0.00% | −6,750−86.9% | Reduced |
| DMG Group, LLC | 1,056 | $283.8K | 0.29% | +43+4.2% | Added |
| Burney Co | 1,060 | $288.0K | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,109 | $301.3K | 0.01% | +1,109 | New |
| Quantamental Technologies LLC | 1,198 | $325.5K | 0.18% | +1,198 | New |
| Cambridge Investment Research Advisors, Inc. | 1,236 | $336.0K | 0.00% | −689−35.8% | Reduced |
| Amundi | 1,290 | $340.2K | 0.00% | −608−32.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,270 | $346.0K | 0.03% | +1,270 | New |
| Raymond James Financial Services Advisors, Inc. | 1,335 | $362.7K | 0.00% | −140−9.5% | Reduced |
| Handelsbanken Fonder AB | 1,458 | $396.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,463 | $397.0K | 0.01% | +1,463 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,467 | $398.6K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,474 | $400.0K | 0.00% | +54+3.8% | Added |