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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, Q3 2024

Institutional positions in Ubiquiti Inc. as of Sep 30, 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
207
+46 vs. Q2 2024
Shares held
2.35M
+265.0K (+12.7%) vs. Q2 2024
Total value
$521.1M
+$217.4M (+71.6%) vs. Q2 2024
New holders
69
52 more added
Sold out
23
54 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 holdersQ3 2024: 207 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 heldQ3 2024: $521.1M
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, Q3 2024

Shares, value and share of portfolio for each institution holding Ubiquiti Inc.; share changes are against Q2 2024.

Institutions holding UI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
State of Wyoming1,349$299.1K0.04%+242+21.9%Added
Atlas Brown,Inc.1,360$301.5K0.10%+1,360New
EntryPoint Capital, LLC1,374$304.6K0.17%+1,374New
Applied Finance Capital Management, LLC1,430$317.1K0.01%+1,430New
Empowered Funds, LLC1,456$322.8K0.01%+1,456New
MML Investors Services, LLC1,476$327.0K0.00%+1,476New
CWM, LLC1,486$329.0K0.00%+666+81.2%Added
Donoghue Forlines LLC1,490$330.4K0.09%+1,490New
Ci Investments Inc.1,513$335.0K0.00%+1,034+215.9%Added
Public Employees Retirement System of Ohio1,512$335.2K0.00%−76−4.8%Reduced
US Bancorp1,537$340.8K0.00%+57+3.9%Added
Marshall Wace, LLP1,598$354.3K0.00%−4,382−73.3%Reduced
Commonwealth Equity Services, LLC1,645$365.0K0.00%−73−4.2%Reduced
CIBC Asset Management Inc1,768$392.0K0.00%+58+3.4%Added
Brevan Howard Capital Management LP1,781$394.9K0.02%+1,781New
Treasurer of the State of North Carolina1,824$404.0K0.00%+10+0.6%Added
Stock Yards Bank & Trust Co1,925$426.8K0.01%00.0%Unchanged
Capital Wealth Planning, LLC1,971$437.0K0.00%+1,971New
Nkcfo LLC2,000$443.0K0.21%+2,000New
Catalytic Wealth RIA, LLC2,000$443.4K0.08%−975−32.8%Reduced
Ieq Capital, LLC2,063$457.3K0.01%+533+34.8%Added
XTX Topco Ltd2,101$465.8K0.03%+2,101New
Cresset Asset Management, LLC2,267$502.6K0.00%+772+51.6%Added
Alpha Cubed Investments, LLC2,397$531.5K0.02%−400−14.3%Reduced
Dimensional Fund Advisors LP2,497$553.6K0.00%+385+18.2%Added
Edmond de Rothschild Holding S.A.2,500$554.3K0.01%−200−7.4%Reduced
Russell Investments Group, Ltd.2,606$577.8K0.00%+2,571+7,345.7%Added
Assetmark, Inc2,650$587.6K0.00%−485−15.5%Reduced
Aquatic Capital Management LLC2,700$598.6K0.02%+1,700+170.0%Added
Semanteon Capital Management, LP2,703$599.3K0.41%+2,703New
Raymond James & Associates2,758$611.5K0.00%−1,733−38.6%Reduced
FMR LLC2,764$612.9K0.00%+1,845+200.8%Added
Deutsche Bank AG2,801$621.0K0.00%00.0%Unchanged
Verition Fund Management LLC2,825$626.4K0.00%+2,825New
ClearAlpha Technologies LP2,828$627.0K0.27%+2,828New
New York State Common Retirement Fund2,835$628.6K0.00%−500−15.0%Reduced
Astoria Portfolio Advisors LLC.2,750$648.2K0.22%00.0%Unchanged
Wells Fargo & Company2,962$656.7K0.00%+353+13.5%Added
PGGM Investments3,010$667.0K0.01%00.0%Unchanged
Aviva PLC3,144$697.1K0.00%+3,144New
Jump Financial, LLC3,209$711.5K0.01%−5,192−61.8%Reduced
Willis Investment Counsel3,250$720.6K0.05%+185+6.0%Added
UBS Asset Management Americas Inc3,443$763.4K0.00%−50−1.4%Reduced
Alliancebernstein L.P.3,632$805.3K0.00%−5−0.1%Reduced
Quantinno Capital Management LP3,671$813.9K0.01%+1,756+91.7%Added
AE Wealth Management LLC3,705$821.4K0.01%+3,705New
Intrinsic Value Partners, LLC3,707$821.9K0.82%−6−0.2%Reduced
Algert Global LLC3,779$837.9K0.02%+3,779New
O'Shaughnessy Asset Management, LLC3,485$841.7K0.01%+3,485New
American National Bank3,857$855.2K0.10%−60−1.5%Reduced
Creative Planning4,008$888.6K0.00%+1,365+51.6%Added
Mariner, LLC4,141$917.8K0.00%−19−0.5%Reduced
Carnegie Capital Asset Management, LLC4,204$932.1K0.03%−1,750−29.4%Reduced
UBS Group AG4,250$942.3K0.00%−1,693−28.5%Reduced
Engineers Gate Manager LP4,603$1.02M0.02%+1,261+37.7%Added
Rhumbline Advisers4,871$1.08M0.00%+160+3.4%Added
Edgestream Partners, L.P.5,054$1.12M0.05%+5,054New
LPL Financial LLC5,087$1.13M0.00%+7+0.1%Added
STRS Ohio5,147$1.14M0.00%+5,147New
Envestnet Asset Management Inc5,307$1.18M0.00%+5,307New
State of Alaska, Department of Revenue5,403$1.20M0.01%00.0%Unchanged
Man Group plc5,740$1.27M0.00%+2,421+72.9%Added
Old Well Partners, LLC5,929$1.31M2.84%00.0%Unchanged
Price T Rowe Associates Inc6,183$1.37M0.00%+40+0.7%Added
State Board of Administration of Florida Retirement System6,940$1.54M0.00%−20−0.3%Reduced
HRT Financial LP7,066$1.57M0.01%+7,066New
Gsa Capital Partners LLP7,300$1.62M0.12%−3,916−34.9%Reduced
Advisor Group Holdings, Inc.8,561$1.90M0.00%−331−3.7%Reduced
Royal Bank of Canada9,199$2.04M0.00%+1,109+13.7%Added
Ameriprise Financial Inc9,970$2.21M0.00%+9,970New
Ambassador Advisors, LLC9,972$2.21M0.38%−395−3.8%Reduced
ING Groep NV10,500$2.33M0.01%00.0%Unchanged
Arrowstreet Capital, Limited Partnership11,037$2.45M0.00%+11,037New
Nuveen Asset Management, LLC11,821$2.62M0.00%−158−1.3%Reduced
Balyasny Asset Management LLC12,322$2.73M0.01%−14,915−54.8%Reduced
Barclays PLC13,347$2.96M0.00%+13,079+4,880.2%Added
Hussman Strategic Advisors, Inc.14,700$3.26M0.80%−6,300−30.0%Reduced
Northern Trust Corp16,521$3.66M0.00%−7,316−30.7%Reduced
Oppenheimer & Co Inc16,871$3.74M0.06%−600−3.4%Reduced
Invesco Ltd.17,982$3.99M0.00%−5,848−24.5%Reduced
Toroso Investments, LLC18,505$4.10M0.05%+2,174+13.3%Added
Salem Investment Counselors Inc22,384$4.96M0.15%00.0%Unchanged
Citadel Advisors LLC24,321$5.39M0.01%+6,122+33.6%Added
Lagoda Investment Management, L.P.25,917$5.75M3.30%−511−1.9%Reduced
Bank of America Corp26,440$5.86M0.00%−16,449−38.4%Reduced
Trexquant Investment LP27,864$6.18M0.08%+417+1.5%Added
JPMorgan Chase & Co29,813$6.61M0.00%+5,045+20.4%Added
Claret Asset Management Corp30,163$6.69M1.10%−124−0.4%Reduced
Gotham Asset Management, LLC31,112$6.90M0.07%+4,946+18.9%Added
Pacer Advisors, Inc.31,707$7.03M0.02%+31,707New
Charles Schwab Investment Management Inc33,018$7.32M0.00%−3,135−8.7%Reduced
Logan Capital Management Inc34,693$7.69M0.32%−122−0.4%Reduced
Goldman Sachs Group Inc37,786$8.38M0.00%+2,706+7.7%Added
Zacks Investment Management40,104$8.89M0.08%+40,104New
Norges Bank44,892$9.95M0.00%−917−2.0%Reduced
AQR Capital Management LLC49,583$10.9M0.02%+26,037+110.6%Added
Squarepoint Ops LLC51,687$11.5M0.04%+1,520+3.0%Added
First Trust Advisors LP58,262$12.9M0.01%−18,741−24.3%Reduced
Millennium Management LLC61,234$13.6M0.01%+2,885+4.9%Added
Geode Capital Management, LLC63,075$14.0M0.00%−458−0.7%Reduced