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, Q2 2023
Institutional positions in Ubiquiti Inc. as of Jun 30, 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
- 169
- −33 vs. Q1 2023
- Shares held
- 2.18M
- +40.6K (+1.9%) vs. Q1 2023
- Total value
- $384.2M
- −$197.2M (−33.9%) vs. Q1 2023
- New holders
- 25
- 56 more added
- Sold out
- 58
- 54 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Ubiquiti Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 1 | $176 | 0.00% | −1−50.0% | Reduced |
| Headlands Technologies LLC | 1 | $176 | 0.00% | +1 | New |
| First Manhattan Co | 2 | $351 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3 | $527 | 0.00% | +3 | New |
| Gradient Investments LLC | 3 | $527 | 0.00% | +3 | New |
| Versant Capital Management, Inc | 3 | $527 | 0.00% | +3 | New |
| Fifth Third Bancorp | 4 | $703 | 0.00% | −61−93.8% | Reduced |
| Private Trust Co NA | 4 | $703 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $703 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6 | $1.05K | 0.00% | +1+20.0% | Added |
| Carolinas Wealth Consulting LLC | 7 | $1.23K | 0.00% | +7 | New |
| Bogart Wealth, LLC | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $1.76K | 0.00% | −22−68.8% | Reduced |
| BDO Wealth Advisors, LLC | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10 | $1.76K | 0.00% | +3+42.9% | Added |
| Ci Investments Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 13 | $2.29K | 0.00% | −2,887−99.6% | Reduced |
| Allworth Financial LP | 14 | $2.46K | 0.00% | +14 | New |
| Column Capital Advisors, LLC | 15 | $2.64K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 17 | $2.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $3.00K | 0.00% | +16 | New |
| Tucker Asset Management LLC | 23 | $4.04K | 0.00% | +23 | New |
| Laurel Wealth Advisors LLC | 25 | $4.39K | 0.00% | 00.0% | Unchanged |
| Natixis | 25 | $4.39K | 0.00% | +25 | New |
| Federation des caisses Desjardins du Quebec | 26 | $4.57K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 29 | $5.10K | 0.00% | +4+16.0% | Added |
| Centerpoint Advisors, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 45 | $7.91K | 0.00% | +35+350.0% | Added |
| Covestor Ltd | 45 | $8.00K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 62 | $10.8K | 0.00% | +1+1.6% | Added |
| Signaturefd, LLC | 67 | $11.8K | 0.00% | −3−4.3% | Reduced |
| American International Group, Inc. | 71 | $12.5K | 0.00% | +23+47.9% | Added |
| Tradition Wealth Management, LLC | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 78 | $13.7K | 0.00% | −5−6.0% | Reduced |
| GWM Advisors LLC | 88 | $15.5K | 0.00% | +88 | New |
| New England Capital Financial Advisors LLC | 103 | $18.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 115 | $20.2K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 114 | $20.6K | 0.00% | +12+11.8% | Added |
| Sound Income Strategies, LLC | 139 | $24.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 140 | $24.5K | 0.02% | +1+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 146 | $25.6K | 0.00% | +1+0.7% | Added |
| Ronald Blue Trust, Inc. | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 206 | $36.2K | 0.01% | +103+100.0% | Added |
| MetLife Investment Management | 228 | $40.1K | 0.00% | +94+70.1% | Added |
| Barclays PLC | 270 | $47.5K | 0.00% | −51−15.9% | Reduced |
| Quent Capital, LLC | 318 | $55.8K | 0.01% | +32+11.2% | Added |
| Proequities, Inc. | 366 | $64.3K | 0.00% | +181+97.8% | Added |
| Leonteq Securities AG | 520 | $91.4K | 0.01% | +74+16.6% | Added |
| Amalgamated Bank | 538 | $95.0K | 0.00% | −9−1.6% | Reduced |
| Citigroup Inc | 695 | $122.1K | 0.00% | +238+52.1% | Added |
| US Bancorp | 727 | $127.8K | 0.00% | −18−2.4% | Reduced |
| CWM, LLC | 754 | $133.0K | 0.00% | +151+25.0% | Added |
| Tower Research Capital LLC (TRC) | 781 | $137.3K | 0.00% | +446+133.1% | Added |
| Allspring Global Investments Holdings, LLC | 797 | $140.1K | 0.00% | +748+1,526.5% | Added |
| Edmond de Rothschild Holding S.A. | 843 | $148.2K | 0.00% | +500+145.8% | Added |
| Aquatic Capital Management LLC | 1,000 | $176.0K | 0.01% | +300+42.9% | Added |
| Centiva Capital, LP | 1,142 | $200.7K | 0.01% | +1,142 | New |
| Jane Street Group, LLC | 1,197 | $210.4K | 0.00% | −989−45.2% | Reduced |
| Cresset Asset Management, LLC | 1,206 | $212.0K | 0.00% | +1,206 | New |
| FMR LLC | 1,242 | $218.3K | 0.00% | +786+172.4% | Added |
| Susquehanna International Group, LLP | 1,261 | $221.6K | 0.00% | +1,261 | New |
| Raymond James Financial Services Advisors, Inc. | 1,286 | $226.1K | 0.00% | −49−3.7% | Reduced |
| Amundi | 1,290 | $226.6K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,298 | $228.0K | 0.02% | +1,298 | New |
| Wells Fargo & Company | 1,327 | $233.2K | 0.00% | −13,948−91.3% | Reduced |
| Symmetry Partners, LLC | 1,342 | $236.0K | 0.01% | −638−32.2% | Reduced |
| California State Teachers Retirement System | 1,392 | $244.6K | 0.00% | −159−10.3% | Reduced |
| Integrated Wealth Concepts LLC | 1,400 | $246.1K | 0.00% | −63−4.3% | Reduced |
| Anchor Capital Advisors LLC | 1,406 | $247.1K | 0.01% | −91,385−98.5% | Reduced |
| Commonwealth Equity Services, LLC | 1,433 | $252.0K | 0.00% | −41−2.8% | Reduced |
| Assetmark, Inc | 1,443 | $253.6K | 0.00% | +761+111.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,458 | $256.2K | 0.00% | −1,362−48.3% | Reduced |
| Stock Yards Bank & Trust Co | 1,501 | $263.8K | 0.01% | −203−11.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,558 | $273.8K | 0.00% | −18−1.1% | Reduced |
| Ameriprise Financial Inc | 1,643 | $288.8K | 0.00% | −180−9.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,652 | $290.3K | 0.00% | +185+12.6% | Added |
| Royal London Asset Management Ltd | 1,662 | $292.2K | 0.00% | −188−10.2% | Reduced |
| Weil Company, Inc. | 1,665 | $292.6K | 0.13% | +1,665 | New |
| Point72 Middle East FZE | 1,666 | $292.8K | 0.02% | +1,666 | New |
| UBS Group AG | 1,677 | $294.7K | 0.00% | −334−16.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,688 | $296.7K | 0.00% | −4,992−74.7% | Reduced |
| Voya Investment Management LLC | 1,712 | $300.9K | 0.00% | +855+99.8% | Added |
| Stifel Financial Corp | 1,745 | $310.1K | 0.00% | −907−34.2% | Reduced |
| Treasurer of the State of North Carolina | 1,815 | $319.0K | 0.00% | 00.0% | Unchanged |
| Sepio Capital, LP | 1,831 | $321.8K | 0.03% | −1,853−50.3% | Reduced |
| Public Employees Retirement System of Ohio | 1,877 | $330.0K | 0.00% | −185−9.0% | Reduced |
| Altfest L J & Co Inc | 1,877 | $330.0K | 0.05% | +1,877 | New |
| Boothbay Fund Management, LLC | 2,000 | $351.5K | 0.01% | +2,000 | New |
| Credit Suisse AG | 2,063 | $362.6K | 0.00% | +109+5.6% | Added |
| Handelsbanken Fonder AB | 2,258 | $397.0K | 0.00% | +800+54.9% | Added |
| Raymond James & Associates | 2,430 | $427.1K | 0.00% | −2,879−54.2% | Reduced |
| Man Group plc | 2,685 | $471.9K | 0.00% | – | – |
| Price T Rowe Associates Inc | 2,881 | $507.0K | 0.00% | −2−0.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,750 | $515.1K | 0.20% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 3,250 | $571.2K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 3,347 | $588.3K | 0.00% | −1,856−35.7% | Reduced |