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 2024
Institutional positions in Ubiquiti Inc. as of Mar 31, 2024. 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
- 148
- −10 vs. Q4 2023
- Shares held
- 2.43M
- +8.37K (+0.3%) vs. Q4 2023
- Total value
- $282.3M
- −$55.3M (−16.4%) vs. Q4 2023
- New holders
- 20
- 54 more added
- Sold out
- 30
- 50 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Ubiquiti Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | −62−93.9% | Reduced |
| First Manhattan Co | 2 | $231 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $348 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4 | $463 | 0.00% | −15−78.9% | Reduced |
| Westside Investment Management, Inc. | 5 | $575 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5 | $579 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $579 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $580 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6 | $695 | 0.00% | +6 | New |
| Farther Finance Advisors, LLC | 7 | $806 | 0.00% | +2+40.0% | Added |
| Sachetta, LLC | 6 | $838 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $1.85K | 0.00% | +14+700.0% | Added |
| Smartleaf Asset Management LLC | 17 | $1.97K | 0.00% | +17 | New |
| Credential Qtrade Securities Inc. | 25 | $2.90K | 0.00% | 00.0% | Unchanged |
| Natixis | 25 | $2.90K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 25 | $2.90K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 31 | $3.59K | 0.00% | +31 | New |
| CIBC Private Wealth Group, LLC | 34 | $3.92K | 0.00% | +34 | New |
| Huntington National Bank | 34 | $3.94K | 0.00% | −13−27.7% | Reduced |
| Parkside Financial Bank & Trust | 39 | $4.52K | 0.00% | +16+69.6% | Added |
| EverSource Wealth Advisors, LLC | 45 | $4.84K | 0.00% | −55−55.0% | Reduced |
| JJJ Advisors Inc. | 42 | $4.87K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 47 | $5.45K | 0.00% | −8−14.5% | Reduced |
| Private Wealth Management Group, LLC | 61 | $7.07K | 0.00% | +10+19.6% | Added |
| American International Group, Inc. | 63 | $7.30K | 0.00% | −1−1.6% | Reduced |
| GAMMA Investing LLC | 67 | $7.76K | 0.00% | +17+34.0% | Added |
| Steward Partners Investment Advisory, LLC | 75 | $8.74K | 0.00% | +13+21.0% | Added |
| TD Waterhouse Canada Inc. | 75 | $8.77K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 81 | $9.38K | 0.01% | +81 | New |
| Russell Investments Group, Ltd. | 89 | $10.3K | 0.00% | −2−2.2% | Reduced |
| New England Capital Financial Advisors LLC | 105 | $12.1K | 0.01% | +1+1.0% | Added |
| Comerica Bank | 109 | $12.6K | 0.00% | +37+51.4% | Added |
| Sound Income Strategies, LLC | 139 | $16.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 145 | $16.8K | 0.00% | −154−51.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 147 | $17.0K | 0.00% | +1+0.7% | Added |
| Lindbrook Capital, LLC | 181 | $21.0K | 0.00% | +27+17.5% | Added |
| Parallel Advisors, LLC | 185 | $21.4K | 0.00% | −38−17.0% | Reduced |
| Signaturefd, LLC | 225 | $26.1K | 0.00% | −190−45.8% | Reduced |
| MetLife Investment Management | 225 | $26.1K | 0.00% | +1+0.4% | Added |
| Royal London Asset Management Ltd | 267 | $30.9K | 0.00% | −1,002−79.0% | Reduced |
| Quadrant Capital Group LLC | 272 | $31.5K | 0.00% | +58+27.1% | Added |
| Amalgamated Bank | 277 | $32.0K | 0.00% | −111−28.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 337 | $39.0K | 0.01% | +337 | New |
| Fairman Group, LLC | 375 | $43.4K | 0.04% | 00.0% | Unchanged |
| California State Teachers Retirement System | 421 | $48.8K | 0.00% | −268−38.9% | Reduced |
| Ci Investments Inc. | 470 | $54.0K | 0.00% | +85+22.1% | Added |
| Covestor Ltd | 516 | $60.0K | 0.04% | +116+29.0% | Added |
| Quent Capital, LLC | 520 | $60.3K | 0.01% | +12+2.4% | Added |
| National Bank of Canada | 530 | $67.3K | 0.00% | −25−4.5% | Reduced |
| Leonteq Securities AG | 679 | $78.7K | 0.01% | −86−11.2% | Reduced |
| Amundi | 773 | $81.1K | 0.00% | −517−40.1% | Reduced |
| EntryPoint Capital, LLC | 735 | $85.2K | 0.08% | +406+123.4% | Added |
| Citigroup Inc | 766 | $88.7K | 0.00% | −357−31.8% | Reduced |
| CWM, LLC | 837 | $97.0K | 0.00% | −105−11.1% | Reduced |
| FMR LLC | 897 | $103.9K | 0.00% | −956−51.6% | Reduced |
| Delta Asset Management LLC | 903 | $104.6K | 0.01% | +4+0.4% | Added |
| The PNC Financial Services Group, Inc. | 926 | $107.3K | 0.00% | +22+2.4% | Added |
| US Bancorp | 1,233 | $142.8K | 0.00% | +155+14.4% | Added |
| Point72 (DIFC) Ltd | 1,398 | $162.0K | 0.01% | +1,398 | New |
| Public Employees Retirement System of Ohio | 1,588 | $184.0K | 0.00% | −150−8.6% | Reduced |
| Wells Fargo & Company | 1,630 | $188.8K | 0.00% | +378+30.2% | Added |
| Invesco Ltd. | 1,763 | $204.2K | 0.00% | −22,263−92.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,785 | $206.8K | 0.00% | +559+45.6% | Added |
| Treasurer of the State of North Carolina | 1,855 | $215.0K | 0.00% | +10+0.5% | Added |
| Stock Yards Bank & Trust Co | 1,925 | $223.0K | 0.01% | +10+0.5% | Added |
| Woodline Partners LP | 1,966 | $227.8K | 0.00% | +1,966 | New |
| Commonwealth Equity Services, LLC | 2,008 | $233.0K | 0.00% | +114+6.0% | Added |
| Creative Planning | 2,058 | $238.4K | 0.00% | −240−10.4% | Reduced |
| Occudo Quantitative Strategies LP | 2,117 | $245.3K | 0.04% | +2,117 | New |
| Dimensional Fund Advisors LP | 2,213 | $256.4K | 0.00% | −56−2.5% | Reduced |
| Virtu Financial LLC | 2,255 | $261.0K | 0.02% | +2,255 | New |
| Empirical Asset Management, LLC | 2,284 | $264.6K | 0.13% | +595+35.2% | Added |
| Edmond de Rothschild Holding S.A. | 2,360 | $273.4K | 0.00% | +400+20.4% | Added |
| Raymond James & Associates | 2,430 | $281.5K | 0.00% | −10.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,750 | $292.8K | 0.11% | 00.0% | Unchanged |
| Assetmark, Inc | 2,656 | $307.7K | 0.00% | +844+46.6% | Added |
| Altfest L J & Co Inc | 2,757 | $319.0K | 0.05% | +230+9.1% | Added |
| Quest Partners LLC | 2,789 | $323.1K | 0.06% | +2,317+490.9% | Added |
| Deutsche Bank AG | 2,801 | $324.5K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,830 | $327.9K | 0.00% | +2,830 | New |
| XTX Topco Ltd | 2,884 | $334.1K | 0.05% | +2,884 | New |
| Marshall Wace, LLP | 2,926 | $339.0K | 0.00% | −287−8.9% | Reduced |
| SG Americas Securities, LLC | 3,036 | $352.0K | 0.00% | −97−3.1% | Reduced |
| Catalytic Wealth RIA, LLC | 3,075 | $356.2K | 0.07% | +3,075 | New |
| Armistice Capital, LLC | 3,208 | $371.6K | 0.01% | +3,208 | New |
| New York State Common Retirement Fund | 3,336 | $386.5K | 0.00% | +36+1.1% | Added |
| UBS Asset Management Americas Inc | 3,443 | $398.9K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 3,496 | $405.0K | 0.00% | +1,223+53.8% | Added |
| Intrinsic Value Partners, LLC | 3,714 | $430.3K | 0.46% | −50−1.3% | Reduced |
| HSBC Holdings PLC | 3,981 | $461.2K | 0.00% | +6+0.2% | Added |
| PGGM Investments | 4,003 | $464.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 4,163 | $482.3K | 0.06% | +3,670+744.4% | Added |
| Mariner, LLC | 4,205 | $487.1K | 0.00% | −64−1.5% | Reduced |
| UBS Group AG | 4,718 | $546.6K | 0.00% | +2,302+95.3% | Added |
| Rhumbline Advisers | 4,982 | $577.1K | 0.00% | −672−11.9% | Reduced |
| Point72 Hong Kong Ltd | 5,255 | $608.8K | 0.03% | +5,255 | New |
| State of Alaska, Department of Revenue | 5,403 | $625.0K | 0.01% | 00.0% | Unchanged |