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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.

Institutional holdersQ4 2023: 158 institutions
Q1 2021: 232 institutionsQ2 2021: 217 institutionsQ3 2021: 217 institutionsQ4 2021: 227 institutionsQ1 2022: 204 institutionsQ2 2022: 200 institutionsQ3 2022: 213 institutionsQ4 2022: 208 institutionsQ1 2023: 202 institutionsQ2 2023: 169 institutionsQ3 2023: 152 institutionsQ4 2023: 158 institutionsQ1 2024: 148 institutionsQ2 2024: 162 institutionsQ3 2024: 207 institutionsQ4 2024: 259 institutionsQ1 2025: 283 institutionsQ2 2025: 319 institutionsQ3 2025: 366 institutionsQ4 2025: 351 institutionsQ1 2026: 386 institutionsQ2 2026: 358 institutions
Value heldQ4 2023: $337.6M
Q1 2021: $1.30BQ2 2021: $1.24BQ3 2021: $1.10BQ4 2021: $1.02BQ1 2022: $826.2MQ2 2022: $626.6MQ3 2022: $670.4MQ4 2022: $593.6MQ1 2023: $581.4MQ2 2023: $384.2MQ3 2023: $309.4MQ4 2023: $337.6MQ1 2024: $282.3MQ2 2024: $349.5MQ3 2024: $521.1MQ4 2024: $809.5MQ1 2025: $897.6MQ2 2025: $1.30BQ3 2025: $1.87BQ4 2025: $1.64BQ1 2026: $2.15BQ2 2026: $1.58B
Institutions holding UI and their total value by quarter
QuarterHoldersValue
Q2 2026358$1.58B
Q1 2026386$2.15B
Q4 2025351$1.64B
Q3 2025366$1.87B
Q2 2025319$1.30B
Q1 2025283$897.6M
Q4 2024259$809.5M
Q3 2024207$521.1M
Q2 2024162$349.5M
Q1 2024148$282.3M
Q4 2023158$337.6M
Q3 2023152$309.4M
Q2 2023169$384.2M
Q1 2023202$581.4M
Q4 2022208$593.6M
Q3 2022213$670.4M
Q2 2022200$626.6M
Q1 2022204$826.2M
Q4 2021227$1.02B
Q3 2021217$1.10B
Q2 2021217$1.24B
Q1 2021232$1.30B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Ubiquiti Inc.; share changes are against Q3 2023.

Institutions holding UI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
American National Bank493$68.8K0.01%+493New
Quest Partners LLC472$65.9K0.01%+472New
Signaturefd, LLC415$57.9K0.00%+213+105.4%Added
Denali Advisors LLC411$57.4K0.02%−595−59.1%Reduced
Covestor Ltd400$56.0K0.04%+290+263.6%Added
Amalgamated Bank388$54.0K0.00%−61−13.6%Reduced
Ci Investments Inc.385$54.0K0.00%+379+6,316.7%Added
Fairman Group, LLC375$52.3K0.05%+375New
EntryPoint Capital, LLC329$45.9K0.04%+329New
Headlands Technologies LLC299$41.7K0.01%+299New
MetLife Investment Management224$31.3K0.00%−4−1.8%Reduced
Parallel Advisors, LLC223$31.1K0.00%+120+116.5%Added
Quadrant Capital Group LLC214$29.9K0.00%+174+435.0%Added
Barclays PLC191$26.7K0.00%−7,681−97.6%Reduced
Lindbrook Capital, LLC154$21.5K0.00%+131+569.6%Added
Northwestern Mutual Wealth Management Co146$20.4K0.00%−206−58.5%Reduced
Rise Advisors, LLC141$19.7K0.01%+1+0.7%Added
Sound Income Strategies, LLC139$19.4K0.00%00.0%Unchanged
Advisory Services Network, LLC127$17.7K0.00%+127New
New England Capital Financial Advisors LLC104$14.5K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC100$14.0K0.00%+100New
Russell Investments Group, Ltd.91$12.7K0.00%+88+2,933.3%Added
TD Waterhouse Canada Inc.75$10.1K0.00%00.0%Unchanged
Comerica Bank72$10.0K0.00%+64+800.0%Added
Tradition Wealth Management, LLC75$10.0K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC66$9.00K0.00%+64+3,200.0%Added
American International Group, Inc.64$8.93K0.00%−2−3.0%Reduced
Steward Partners Investment Advisory, LLC62$8.68K0.00%00.0%Unchanged
Allworth Financial LP55$7.68K0.00%+31+129.2%Added
Private Wealth Management Group, LLC51$7.12K0.00%+51New
Huntington National Bank47$6.56K0.00%+22+88.0%Added
GAMMA Investing LLC50$6.29K0.00%+50New
JJJ Advisors Inc.42$5.86K0.00%+42New
Centerpoint Advisors, LLC35$5.00K0.00%00.0%Unchanged
Glassman Wealth Services34$4.75K0.00%+16+88.9%Added
Natixis25$3.49K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC25$3.49K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.25$3.49K0.00%+25New
Parkside Financial Bank & Trust23$3.21K0.00%+12+109.1%Added
Federation des caisses Desjardins du Quebec20$2.79K0.00%+20New
Allspring Global Investments Holdings, LLC19$2.65K0.00%+19New
Versant Capital Management, Inc16$2.23K0.00%+16New
Atlantic Edge Private Wealth Management, LLC10$1.40K0.00%+10New
Global Retirement Partners, LLC10$1.26K0.00%00.0%Unchanged
Financial Management Professionals, Inc.10$1.00K0.00%00.0%Unchanged
Sachetta, LLC6$8380.00%+6New
Sunbelt Securities, Inc.5$6980.00%−5−50.0%Reduced
Bell Investment Advisors, Inc5$6980.00%−5−50.0%Reduced
Farther Finance Advisors, LLC5$6980.00%00.0%Unchanged
Bruce G. Allen Investments, LLC5$6980.00%+5New
Westside Investment Management, Inc.5$6970.00%+5New
Private Trust Co NA4$5580.00%00.0%Unchanged
Gradient Investments LLC3$4190.00%00.0%Unchanged
TFC Financial Management3$4190.00%+3New
JFS Wealth Advisors, LLC2$2800.00%−2−50.0%Reduced
First Manhattan Co2$2790.00%00.0%Unchanged
MV Capital Management, Inc.1$1400.00%−114−99.1%Reduced
Crewe Advisors LLC1$1400.00%+1New
Millennium Management LLC0$00.00%−22,788−100.0%Sold out
AE Wealth Management LLC0$00.00%−17,396−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−15,983−100.0%Sold out
Woodline Partners LP0$00.00%−6,351−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−5,446−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−5,051−100.0%Sold out
Man Group plc0$00.00%–Sold out
D. E. Shaw & Co., Inc.0$00.00%−3,838−100.0%Sold out
Chevy Chase Trust Holdings, Inc.0$00.00%−3,250−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−2,923−100.0%Sold out
Handelsbanken Fonder AB0$00.00%−2,258−100.0%Sold out
Walleye Trading LLC0$00.00%−2,061−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−1,914−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−1,610−100.0%Sold out
XTX Topco Ltd0$00.00%−1,554−100.0%Sold out
Walleye Capital LLC0$00.00%−1,528−100.0%Sold out
Ameriprise Financial Inc0$00.00%−1,485−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−1,469−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,393−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−400−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−400−100.0%Sold out
Point72 Middle East FZE0$00.00%−296−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−100−100.0%Sold out
West Tower Group, LLC0$00.00%−53−100.0%Sold out
Authentikos Wealth Advisory, LLC0$00.00%−19−100.0%Sold out
West Branch Capital LLC0$00.00%−17−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−12−100.0%Sold out
Column Capital Advisors, LLC––––Not filed