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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 421 | $48.8K | 0.00% | −268−38.9% | Reduced |
| Fairman Group, LLC | 375 | $43.4K | 0.04% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 337 | $39.0K | 0.01% | +337 | New |
| Amalgamated Bank | 277 | $32.0K | 0.00% | −111−28.6% | Reduced |
| Quadrant Capital Group LLC | 272 | $31.5K | 0.00% | +58+27.1% | Added |
| Royal London Asset Management Ltd | 267 | $30.9K | 0.00% | −1,002−79.0% | Reduced |
| Signaturefd, LLC | 225 | $26.1K | 0.00% | −190−45.8% | Reduced |
| MetLife Investment Management | 225 | $26.1K | 0.00% | +1+0.4% | Added |
| Parallel Advisors, LLC | 185 | $21.4K | 0.00% | −38−17.0% | Reduced |
| Lindbrook Capital, LLC | 181 | $21.0K | 0.00% | +27+17.5% | Added |
| Northwestern Mutual Wealth Management Co | 147 | $17.0K | 0.00% | +1+0.7% | Added |
| Headlands Technologies LLC | 145 | $16.8K | 0.00% | −154−51.5% | Reduced |
| Sound Income Strategies, LLC | 139 | $16.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 109 | $12.6K | 0.00% | +37+51.4% | Added |
| New England Capital Financial Advisors LLC | 105 | $12.1K | 0.01% | +1+1.0% | Added |
| Russell Investments Group, Ltd. | 89 | $10.3K | 0.00% | −2−2.2% | Reduced |
| New Covenant Trust Company, N.A. | 81 | $9.38K | 0.01% | +81 | New |
| TD Waterhouse Canada Inc. | 75 | $8.77K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 75 | $8.74K | 0.00% | +13+21.0% | Added |
| GAMMA Investing LLC | 67 | $7.76K | 0.00% | +17+34.0% | Added |
| American International Group, Inc. | 63 | $7.30K | 0.00% | −1−1.6% | Reduced |
| Private Wealth Management Group, LLC | 61 | $7.07K | 0.00% | +10+19.6% | Added |
| Allworth Financial LP | 47 | $5.45K | 0.00% | −8−14.5% | Reduced |
| JJJ Advisors Inc. | 42 | $4.87K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 45 | $4.84K | 0.00% | −55−55.0% | Reduced |
| Parkside Financial Bank & Trust | 39 | $4.52K | 0.00% | +16+69.6% | Added |
| Huntington National Bank | 34 | $3.94K | 0.00% | −13−27.7% | Reduced |
| CIBC Private Wealth Group, LLC | 34 | $3.92K | 0.00% | +34 | New |
| CoreCap Advisors, LLC | 31 | $3.59K | 0.00% | +31 | New |
| Natixis | 25 | $2.90K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 25 | $2.90K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 25 | $2.90K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 17 | $1.97K | 0.00% | +17 | New |
| JFS Wealth Advisors, LLC | 16 | $1.85K | 0.00% | +14+700.0% | Added |
| 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 |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $838 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7 | $806 | 0.00% | +2+40.0% | Added |
| Principal Securities, Inc. | 6 | $695 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 5 | $580 | 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 |
| Westside Investment Management, Inc. | 5 | $575 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4 | $463 | 0.00% | −15−78.9% | Reduced |
| TFC Financial Management | 3 | $348 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 2 | $231 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | −62−93.9% | Reduced |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −40,833−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −16,211−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −13,972−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,979−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Weil Company, Inc. | 0 | $0 | 0.00% | −4,161−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,328−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −3,072−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −3,030−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,018−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,966−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,172−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,068−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −1,652−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −1,613−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −1,547−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −1,465−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |