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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Ubiquiti Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 1,486 | $329.0K | 0.00% | +666+81.2% | Added |
| MML Investors Services, LLC | 1,476 | $327.0K | 0.00% | +1,476 | New |
| Empowered Funds, LLC | 1,456 | $322.8K | 0.01% | +1,456 | New |
| Applied Finance Capital Management, LLC | 1,430 | $317.1K | 0.01% | +1,430 | New |
| EntryPoint Capital, LLC | 1,374 | $304.6K | 0.17% | +1,374 | New |
| Atlas Brown,Inc. | 1,360 | $301.5K | 0.10% | +1,360 | New |
| State of Wyoming | 1,349 | $299.1K | 0.04% | +242+21.9% | Added |
| Jane Street Group, LLC | 1,317 | $292.0K | 0.00% | −689−34.3% | Reduced |
| Pathstone Holdings, LLC | 1,235 | $273.8K | 0.00% | +1,235 | New |
| Tudor Investment Corp Et Al | 1,218 | $270.1K | 0.00% | +1,218 | New |
| Cerity Partners LLC | 1,208 | $267.8K | 0.00% | +1,208 | New |
| Wealth Enhancement Advisory Services, LLC | 1,198 | $265.6K | 0.00% | +1,198 | New |
| Voya Investment Management LLC | 1,169 | $259.2K | 0.00% | +1,169 | New |
| M&T Bank Corp | 1,135 | $251.6K | 0.00% | +1,135 | New |
| Versor Investments LP | 1,100 | $243.9K | 0.04% | +1,100 | New |
| Manufacturers Life Insurance Company, The | 1,099 | $243.7K | 0.00% | +1,099 | New |
| American Century Companies Inc | 1,085 | $240.6K | 0.00% | +1,085 | New |
| Bank of Montreal | 1,074 | $236.2K | 0.00% | −1,067−49.8% | Reduced |
| CAPROCK Group, Inc. | 1,061 | $235.4K | 0.01% | +1,061 | New |
| Burney Co | 1,060 | $235.0K | 0.01% | +1,060 | New |
| Raymond James Financial Services Advisors, Inc. | 1,039 | $230.5K | 0.00% | +1,039 | New |
| Valeo Financial Advisors, LLC | 1,000 | $221.7K | 0.01% | +1,000 | New |
| SP Asset Management LLC | 1,000 | $221.7K | 0.02% | +1,000 | New |
| D. E. Shaw & Co., Inc. | 968 | $214.6K | 0.00% | +968 | New |
| DGS Capital Management, LLC | 962 | $213.3K | 0.06% | +962 | New |
| Aristides Capital LLC | 961 | $213.1K | 0.09% | +961 | New |
| Quest Partners LLC | 952 | $211.1K | 0.02% | −35−3.5% | Reduced |
| Atria Investments LLC | 946 | $209.7K | 0.00% | +946 | New |
| Delta Asset Management LLC | 909 | $201.5K | 0.02% | +3+0.3% | Added |
| Parallel Advisors, LLC | 669 | $148.3K | 0.00% | +436+187.1% | Added |
| Tower Research Capital LLC (TRC) | 664 | $147.2K | 0.00% | +664 | New |
| Citigroup Inc | 646 | $143.2K | 0.00% | +18+2.9% | Added |
| Harvest Fund Management Co., Ltd | 570 | $126.0K | 0.01% | +570 | New |
| Leonteq Securities AG | 564 | $125.0K | 0.01% | −45−7.4% | Reduced |
| Legal & General Group Plc | 560 | $124.2K | 0.00% | −10,243−94.8% | Reduced |
| Quent Capital, LLC | 530 | $116.9K | 0.01% | +1+0.2% | Added |
| Fairman Group, LLC | 375 | $83.1K | 0.08% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 343 | $76.0K | 0.11% | +343 | New |
| National Bank of Canada | 317 | $70.3K | 0.00% | −33−9.4% | Reduced |
| California State Teachers Retirement System | 304 | $67.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 266 | $59.0K | 0.04% | −809−75.3% | Reduced |
| Amalgamated Bank | 258 | $57.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 254 | $56.3K | 0.00% | +31+13.9% | Added |
| The PNC Financial Services Group, Inc. | 240 | $53.2K | 0.00% | −771−76.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 233 | $51.6K | 0.00% | +86+58.5% | Added |
| Lindbrook Capital, LLC | 215 | $47.7K | 0.00% | −2−0.9% | Reduced |
| Raleigh Capital Management Inc. | 212 | $47.0K | 0.02% | +212 | New |
| Quadrant Capital Group LLC | 202 | $44.8K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 200 | $44.3K | 0.02% | −100−33.3% | Reduced |
| CoreCap Advisors, LLC | 200 | $44.3K | 0.00% | +200 | New |
| Jones Financial Companies LLLP | 173 | $38.0K | 0.00% | +123+246.0% | Added |
| MetLife Investment Management | 157 | $34.8K | 0.00% | −3−1.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 157 | $34.8K | 0.01% | +157 | New |
| Sound Income Strategies, LLC | 139 | $30.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 129 | $28.6K | 0.00% | +129 | New |
| Huntington National Bank | 125 | $27.7K | 0.00% | +91+267.6% | Added |
| Principal Securities, Inc. | 121 | $26.8K | 0.00% | +121 | New |
| New England Capital Financial Advisors LLC | 105 | $23.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 84 | $18.6K | 0.00% | +12+16.7% | Added |
| Farther Finance Advisors, LLC | 83 | $18.4K | 0.00% | +76+1,085.7% | Added |
| Capital Advisors, Ltd. LLC | 79 | $18.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 81 | $18.0K | 0.00% | +37+84.1% | Added |
| Private Trust Co NA | 80 | $17.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 76 | $16.9K | 0.00% | +54+245.5% | Added |
| Steward Partners Investment Advisory, LLC | 76 | $16.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 75 | $16.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 75 | $16.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 75 | $16.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 74 | $16.3K | 0.00% | +47+174.1% | Added |
| GeoWealth Management, LLC | 69 | $15.3K | 0.00% | +69 | New |
| Financial Perspectives, Inc | 67 | $14.9K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 64 | $14.2K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 63 | $14.0K | 0.00% | +63 | New |
| EverSource Wealth Advisors, LLC | 61 | $13.5K | 0.00% | +16+35.6% | Added |
| First Horizon Advisors, Inc. | 60 | $13.3K | 0.00% | +60 | New |
| Amundi | 53 | $12.3K | 0.00% | −992−94.9% | Reduced |
| Corebridge Financial, Inc. | 53 | $11.8K | 0.00% | −2−3.6% | Reduced |
| Ronald Blue Trust, Inc. | 80 | $11.7K | 0.00% | +80 | New |
| True Wealth Design, LLC | 45 | $9.98K | 0.00% | −5,394−99.2% | Reduced |
| Capital Performance Advisors LLP | 45 | $9.98K | 0.00% | +45 | New |
| Harbour Investments, Inc. | 43 | $9.53K | 0.00% | +43 | New |
| Allspring Global Investments Holdings, LLC | 42 | $9.31K | 0.00% | −83−66.4% | Reduced |
| CIBC Private Wealth Group, LLC | 34 | $7.54K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 30 | $6.65K | 0.00% | +30 | New |
| Atlas Capital Advisors LLC | 30 | $6.65K | 0.00% | +30 | New |
| Natixis | 25 | $5.54K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 25 | $5.54K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 24 | $5.32K | 0.00% | +24 | New |
| Skopos Labs, Inc. | 24 | $5.32K | 0.00% | +24 | New |
| Hemington Wealth Management | 19 | $5.00K | 0.00% | +19 | New |
| Altshuler Shaham Ltd | 20 | $4.43K | 0.00% | +20 | New |
| Sachetta, LLC | 18 | $3.99K | 0.00% | +5+38.5% | Added |
| JFS Wealth Advisors, LLC | 16 | $3.55K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 13 | $2.88K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $2.88K | 0.00% | +13 | New |
| Peterson Financial Group, Inc. | 11 | $2.45K | 0.01% | +11 | New |
| Pineridge Advisors LLC | 10 | $2.22K | 0.00% | +10 | New |
| Atlantic Edge Private Wealth Management, LLC | 10 | $2.22K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $2.22K | 0.00% | −2−16.7% | Reduced |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |