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, Q4 2023
Institutional positions in Ubiquiti Inc. as of Dec 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
- 158
- +7 vs. Q3 2023
- Shares held
- 2.42M
- +290.4K (+13.6%) vs. Q3 2023
- Total value
- $337.6M
- +$28.2M (+9.1%) vs. Q3 2023
- New holders
- 34
- 62 more added
- Sold out
- 27
- 38 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Ubiquiti Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1 | $140 | 0.00% | −114−99.1% | Reduced |
| Crewe Advisors LLC | 1 | $140 | 0.00% | +1 | New |
| First Manhattan Co | 2 | $279 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $280 | 0.00% | −2−50.0% | Reduced |
| Gradient Investments LLC | 3 | $419 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $419 | 0.00% | +3 | New |
| Private Trust Co NA | 4 | $558 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 5 | $697 | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 5 | $698 | 0.00% | −5−50.0% | Reduced |
| Bell Investment Advisors, Inc | 5 | $698 | 0.00% | −5−50.0% | Reduced |
| Farther Finance Advisors, LLC | 5 | $698 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $698 | 0.00% | +5 | New |
| Sachetta, LLC | 6 | $838 | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 10 | $1.40K | 0.00% | +10 | New |
| Versant Capital Management, Inc | 16 | $2.23K | 0.00% | +16 | New |
| Allspring Global Investments Holdings, LLC | 19 | $2.65K | 0.00% | +19 | New |
| Federation des caisses Desjardins du Quebec | 20 | $2.79K | 0.00% | +20 | New |
| Parkside Financial Bank & Trust | 23 | $3.21K | 0.00% | +12+109.1% | Added |
| Natixis | 25 | $3.49K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 25 | $3.49K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 25 | $3.49K | 0.00% | +25 | New |
| Glassman Wealth Services | 34 | $4.75K | 0.00% | +16+88.9% | Added |
| Centerpoint Advisors, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 42 | $5.86K | 0.00% | +42 | New |
| GAMMA Investing LLC | 50 | $6.29K | 0.00% | +50 | New |
| Huntington National Bank | 47 | $6.56K | 0.00% | +22+88.0% | Added |
| Private Wealth Management Group, LLC | 51 | $7.12K | 0.00% | +51 | New |
| Allworth Financial LP | 55 | $7.68K | 0.00% | +31+129.2% | Added |
| Steward Partners Investment Advisory, LLC | 62 | $8.68K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 64 | $8.93K | 0.00% | −2−3.0% | Reduced |
| Capital Advisors, Ltd. LLC | 66 | $9.00K | 0.00% | +64+3,200.0% | Added |
| Tradition Wealth Management, LLC | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 72 | $10.0K | 0.00% | +64+800.0% | Added |
| TD Waterhouse Canada Inc. | 75 | $10.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 91 | $12.7K | 0.00% | +88+2,933.3% | Added |
| EverSource Wealth Advisors, LLC | 100 | $14.0K | 0.00% | +100 | New |
| New England Capital Financial Advisors LLC | 104 | $14.5K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 127 | $17.7K | 0.00% | +127 | New |
| Sound Income Strategies, LLC | 139 | $19.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 141 | $19.7K | 0.01% | +1+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 146 | $20.4K | 0.00% | −206−58.5% | Reduced |
| Lindbrook Capital, LLC | 154 | $21.5K | 0.00% | +131+569.6% | Added |
| Barclays PLC | 191 | $26.7K | 0.00% | −7,681−97.6% | Reduced |
| Quadrant Capital Group LLC | 214 | $29.9K | 0.00% | +174+435.0% | Added |
| Parallel Advisors, LLC | 223 | $31.1K | 0.00% | +120+116.5% | Added |
| MetLife Investment Management | 224 | $31.3K | 0.00% | −4−1.8% | Reduced |
| Headlands Technologies LLC | 299 | $41.7K | 0.01% | +299 | New |
| EntryPoint Capital, LLC | 329 | $45.9K | 0.04% | +329 | New |
| Fairman Group, LLC | 375 | $52.3K | 0.05% | +375 | New |
| Amalgamated Bank | 388 | $54.0K | 0.00% | −61−13.6% | Reduced |
| Ci Investments Inc. | 385 | $54.0K | 0.00% | +379+6,316.7% | Added |
| Covestor Ltd | 400 | $56.0K | 0.04% | +290+263.6% | Added |
| Denali Advisors LLC | 411 | $57.4K | 0.02% | −595−59.1% | Reduced |
| Signaturefd, LLC | 415 | $57.9K | 0.00% | +213+105.4% | Added |
| Quest Partners LLC | 472 | $65.9K | 0.01% | +472 | New |
| American National Bank | 493 | $68.8K | 0.01% | +493 | New |
| Quent Capital, LLC | 508 | $70.9K | 0.01% | +203+66.6% | Added |
| National Bank of Canada | 555 | $76.0K | 0.00% | +400+258.1% | Added |
| California State Teachers Retirement System | 689 | $96.2K | 0.00% | −235−25.4% | Reduced |
| Leonteq Securities AG | 765 | $106.8K | 0.01% | +333+77.1% | Added |
| Delta Asset Management LLC | 899 | $125.4K | 0.01% | +899 | New |
| The PNC Financial Services Group, Inc. | 904 | $126.2K | 0.00% | −604−40.1% | Reduced |
| CWM, LLC | 942 | $131.0K | 0.00% | +282+42.7% | Added |
| US Bancorp | 1,078 | $150.4K | 0.00% | +249+30.0% | Added |
| Citigroup Inc | 1,123 | $156.7K | 0.00% | +464+70.4% | Added |
| Amundi | 1,290 | $170.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,226 | $171.1K | 0.00% | −241−16.4% | Reduced |
| Wells Fargo & Company | 1,252 | $174.7K | 0.00% | −95−7.1% | Reduced |
| Royal London Asset Management Ltd | 1,269 | $177.1K | 0.00% | −366−22.4% | Reduced |
| Credit Suisse AG | 1,465 | $204.5K | 0.00% | −95−6.1% | Reduced |
| Integrated Wealth Concepts LLC | 1,500 | $209.3K | 0.00% | +98+7.0% | Added |
| Cresset Asset Management, LLC | 1,547 | $215.9K | 0.00% | +1,547 | New |
| Voya Investment Management LLC | 1,613 | $225.1K | 0.00% | −50−3.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,652 | $230.6K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,689 | $235.7K | 0.19% | +1,689 | New |
| Public Employees Retirement System of Ohio | 1,738 | $242.6K | 0.00% | +48+2.8% | Added |
| Assetmark, Inc | 1,812 | $252.9K | 0.00% | +420+30.2% | Added |
| Treasurer of the State of North Carolina | 1,845 | $257.0K | 0.00% | +20+1.1% | Added |
| FMR LLC | 1,853 | $258.6K | 0.00% | +296+19.0% | Added |
| Commonwealth Equity Services, LLC | 1,894 | $264.0K | 0.00% | +330+21.1% | Added |
| Stock Yards Bank & Trust Co | 1,915 | $267.3K | 0.01% | +414+27.6% | Added |
| Edmond de Rothschild Holding S.A. | 1,960 | $273.5K | 0.00% | +890+83.2% | Added |
| HRT Financial LP | 2,068 | $288.0K | 0.00% | +2,068 | New |
| Quantbot Technologies LP | 2,172 | $303.1K | 0.02% | +1,112+104.9% | Added |
| Dimensional Fund Advisors LP | 2,269 | $316.7K | 0.00% | −13,919−86.0% | Reduced |
| Alliancebernstein L.P. | 2,273 | $317.2K | 0.00% | −1,104−32.7% | Reduced |
| Creative Planning | 2,298 | $320.7K | 0.00% | +764+49.8% | Added |
| UBS Group AG | 2,416 | $337.2K | 0.00% | −3,361−58.2% | Reduced |
| Raymond James & Associates | 2,431 | $339.3K | 0.00% | +2+0.1% | Added |
| Astoria Portfolio Advisors LLC. | 2,750 | $351.4K | 0.14% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,527 | $353.0K | 0.05% | +263+11.6% | Added |
| Deutsche Bank AG | 2,801 | $390.9K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 2,966 | $413.9K | 0.04% | +2,966 | New |
| Edgestream Partners, L.P. | 3,018 | $421.2K | 0.03% | −3,079−50.5% | Reduced |
| Picton Mahoney Asset Management | 3,030 | $424.0K | 0.02% | +3,030 | New |
| Marex Group plc | 3,072 | $428.7K | 0.02% | +3,072 | New |
| SG Americas Securities, LLC | 3,133 | $437.0K | 0.00% | +3,133 | New |
| Marshall Wace, LLP | 3,213 | $448.4K | 0.00% | −26,450−89.2% | Reduced |