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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 1,551 | $421.4K | 0.00% | −114−6.8% | Reduced |
| Capula Management Ltd | 1,489 | $404.5K | 0.04% | +1,489 | New |
| Commonwealth Equity Services, LLC | 1,474 | $400.0K | 0.00% | +54+3.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,467 | $398.6K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,463 | $397.0K | 0.01% | +1,463 | New |
| Handelsbanken Fonder AB | 1,458 | $396.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,335 | $362.7K | 0.00% | −140−9.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,270 | $346.0K | 0.03% | +1,270 | New |
| Amundi | 1,290 | $340.2K | 0.00% | −608−32.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,236 | $336.0K | 0.00% | −689−35.8% | Reduced |
| Quantamental Technologies LLC | 1,198 | $325.5K | 0.18% | +1,198 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,109 | $301.3K | 0.01% | +1,109 | New |
| Burney Co | 1,060 | $288.0K | 0.01% | 00.0% | Unchanged |
| DMG Group, LLC | 1,056 | $283.8K | 0.29% | +43+4.2% | Added |
| Squarepoint Ops LLC | 1,022 | $277.7K | 0.00% | −6,750−86.9% | Reduced |
| CAPROCK Group, Inc. | 1,021 | $277.4K | 0.02% | +13+1.3% | Added |
| Valeo Financial Advisors, LLC | 1,005 | $273.0K | 0.01% | −55−5.2% | Reduced |
| 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 |
| Bank of Montreal | 983 | $267.2K | 0.00% | +7+0.7% | Added |
| Echo Street Capital Management LLC | 970 | $263.5K | 0.00% | +80+9.0% | Added |
| M&T Bank Corp | 952 | $259.0K | 0.00% | −39−3.9% | Reduced |
| Greenleaf Trust | 866 | $235.3K | 0.00% | −7−0.8% | Reduced |
| Silver Oak Securities, Inc | 854 | $233.0K | 0.04% | +854 | New |
| Voya Investment Management LLC | 857 | $232.8K | 0.00% | −21−2.4% | Reduced |
| Standard Life Aberdeen plc | 822 | $223.3K | 0.00% | +822 | New |
| First Hawaiian Bank | 807 | $219.3K | 0.01% | 00.0% | Unchanged |
| JB Capital LLC | 793 | $215.4K | 0.02% | −8−1.0% | Reduced |
| Jefferies Financial Group Inc. | 760 | $206.5K | 0.00% | +760 | New |
| Blair William & Co | 755 | $205.2K | 0.00% | 00.0% | Unchanged |
| SevenOneSeven Capital Management | 1,143 | $204.4K | 0.46% | −81−6.6% | Reduced |
| US Bancorp | 745 | $202.4K | 0.00% | +18+2.5% | Added |
| Woodline Partners LP | 742 | $201.6K | 0.00% | −1,647−68.9% | Reduced |
| Creative Planning | 740 | $201.1K | 0.00% | −32−4.1% | Reduced |
| Aquatic Capital Management LLC | 700 | $190.0K | 0.01% | +700 | New |
| Assetmark, Inc | 682 | $185.3K | 0.00% | +8+1.2% | Added |
| CWM, LLC | 603 | $164.0K | 0.00% | −6−1.0% | Reduced |
| Amalgamated Bank | 547 | $149.0K | 0.00% | −48−8.1% | Reduced |
| Citigroup Inc | 457 | $124.2K | 0.00% | −51−10.0% | Reduced |
| FMR LLC | 456 | $123.8K | 0.00% | −36−7.3% | Reduced |
| Leonteq Securities AG | 446 | $121.2K | 0.01% | +246+123.0% | Added |
| Robeco Institutional Asset Management B.V. | 423 | $114.9K | 0.00% | −373−46.9% | Reduced |
| Belpointe Asset Management LLC | 364 | $98.9K | 0.01% | +364 | New |
| Edmond de Rothschild Holding S.A. | 343 | $93.2K | 0.00% | +28+8.9% | Added |
| Tower Research Capital LLC (TRC) | 335 | $91.0K | 0.00% | +118+54.4% | Added |
| Barclays PLC | 321 | $87.2K | 0.00% | −73−18.5% | Reduced |
| Quent Capital, LLC | 286 | $77.6K | 0.01% | +1+0.4% | Added |
| Quantbot Technologies LP | 276 | $75.0K | 0.01% | −1,798−86.7% | Reduced |
| Proequities, Inc. | 185 | $50.3K | 0.00% | +38+25.9% | Added |
| Advisory Services Network, LLC | 158 | $42.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 145 | $39.4K | 0.00% | −5−3.3% | Reduced |
| Rise Advisors, LLC | 139 | $37.8K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 139 | $37.8K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 134 | $36.4K | 0.01% | −226−62.8% | Reduced |
| 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 |
| MV Capital Management, Inc. | 115 | $31.2K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 103 | $28.0K | 0.01% | −97−48.5% | Reduced |
| New England Capital Financial Advisors LLC | 103 | $27.9K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 102 | $27.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 98 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 83 | $22.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 83 | $22.6K | 0.00% | −2−2.4% | Reduced |
| Tradition Wealth Management, LLC | 75 | $20.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 70 | $19.0K | 0.00% | −20−22.2% | Reduced |
| Fifth Third Bancorp | 65 | $17.7K | 0.00% | +64+6,400.0% | Added |
| Steward Partners Investment Advisory, LLC | 61 | $16.7K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 49 | $13.3K | 0.00% | +49 | New |
| American International Group, Inc. | 48 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 45 | $12.0K | 0.01% | −1−2.2% | Reduced |
| Centerpoint Advisors, LLC | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $8.70K | 0.00% | −2−5.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 26 | $7.06K | 0.00% | −4−13.3% | Reduced |
| 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 |
| Clearstead Advisors, LLC | 22 | $5.98K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 17 | $4.62K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 15 | $4.08K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 13 | $3.53K | 0.00% | +13 | 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 |
| Values First Advisors, Inc. | 11 | $2.98K | 0.00% | +11 | New |
| Huntington National Bank | 10 | $2.72K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 10 | $2.72K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10 | $2.65K | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 10 | $2.29K | 0.00% | +10 | New |
| Bogart Wealth, LLC | 8 | $2.17K | 0.00% | +8 | New |
| Lindbrook Capital, LLC | 7 | $1.90K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 6 | $1.63K | 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 |
| 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 |
| Parkside Financial Bank & Trust | 2 | $544 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 2 | $543 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2 | $543 | 0.00% | +2 | New |
| Ameritas Advisory Services, LLC | 1 | $272 | 0.00% | +1 | New |