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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 2024

Institutional positions in Ubiquiti Inc. as of Dec 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
259
+55 vs. Q3 2024
Shares held
2.44M
+92.2K (+3.9%) vs. Q3 2024
Total value
$809.5M
+$289.3M (+55.6%) vs. Q3 2024
New holders
74
71 more added
Sold out
19
73 more reduced

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 259 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 2024: $809.5M
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 2024

Shares, value and share of portfolio for each institution holding Ubiquiti Inc.; share changes are against Q3 2024.

Institutions holding UI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
MV Capital Management, Inc.1$3320.00%00.0%Unchanged
Abound Wealth Management1$3320.00%+1New
Whipplewood Advisors, LLC1$3320.00%+1New
Quest Partners LLC2$6640.00%−950−99.8%Reduced
New Millennium Group LLC3$9960.00%+3New
TFC Financial Management4$1.33K0.00%00.0%Unchanged
MAI Capital Management4$1.33K0.00%+4New
Hexagon Capital Partners LLC4$1.33K0.00%+4New
Colonial Trust Co4$1.33K0.00%+4New
Capital A Wealth Management, LLC4$1.33K0.00%+4New
Bell Investment Advisors, Inc5$1.66K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC5$1.66K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.6$1.99K0.00%−74−92.5%Reduced
Massmutual Trust Co FSB6$1.99K0.00%+6New
Evelyn Partners Investment Management LLP7$2.32K0.00%+7New
Sunbelt Securities, Inc.8$2.68K0.00%00.0%Unchanged
Global Retirement Partners, LLC10$3.32K0.00%00.0%Unchanged
Financial Management Professionals, Inc.10$3.32K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC10$3.32K0.00%00.0%Unchanged
Pineridge Advisors LLC10$3.34K0.00%00.0%Unchanged
Transce3nd, LLC11$3.65K0.00%+11New
WealthCollab, LLC11$3.65K0.00%+6+120.0%Added
Atlas Capital Advisors LLC12$3.98K0.00%−18−60.0%Reduced
Altshuler Shaham Ltd12$3.98K0.00%−8−40.0%Reduced
Parkside Financial Bank & Trust13$4.32K0.00%00.0%Unchanged
Proequities, Inc.11$4.58K0.00%+11New
Hemington Wealth Management18$5.00K0.00%−1−5.3%Reduced
IFP Advisors, Inc16$5.31K0.00%−59−78.7%Reduced
JFS Wealth Advisors, LLC16$5.31K0.00%00.0%Unchanged
Sachetta, LLC18$5.97K0.00%00.0%Unchanged
Versant Capital Management, Inc19$6.31K0.00%+14+280.0%Added
Quest 10 Wealth Builders, Inc.19$6.31K0.01%+19New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC21$6.97K0.00%+8+61.5%Added
DT Investment Partners, LLC24$7.97K0.00%00.0%Unchanged
Aviso Financial Inc.25$8.30K0.00%00.0%Unchanged
Vega Investment Solutions25$8.30K0.01%+25New
SBI Securities Co., Ltd.27$8.96K0.00%+27New
FLP Wealth Management, LLC32$10.7K0.03%+32New
Comerica Bank35$11.6K0.00%−29−45.3%Reduced
CIBC Private Wealth Group, LLC34$12.1K0.00%00.0%Unchanged
Park Square Financial Group, LLC38$12.6K0.01%+38New
True Wealth Design, LLC39$12.9K0.01%−6−13.3%Reduced
Harbour Investments, Inc.43$14.3K0.00%00.0%Unchanged
Corebridge Financial, Inc.50$16.6K0.00%−3−5.7%Reduced
Skopos Labs, Inc.52$17.3K0.01%+28+116.7%Added
Covestor Ltd55$18.0K0.01%−211−79.3%Reduced
Great West Life Assurance Co54$18.0K0.00%+54New
New England Capital Financial Advisors LLC56$18.4K0.01%−49−46.7%Reduced
Amundi53$18.9K0.00%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.60$20.0K0.01%+60New
First Horizon Advisors, Inc.62$20.6K0.00%+2+3.3%Added
GeoWealth Management, LLC73$24.2K0.00%+4+5.8%Added
Private Wealth Management Group, LLC75$24.9K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.75$24.9K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC76$25.2K0.00%+15+24.6%Added
Steward Partners Investment Advisory, LLC76$25.2K0.00%00.0%Unchanged
Smartleaf Asset Management LLC76$25.5K0.00%+2+2.7%Added
Capital Advisors, Ltd. LLC79$26.0K0.00%00.0%Unchanged
Private Trust Co NA80$26.6K0.00%00.0%Unchanged
Huntington National Bank94$31.2K0.00%−31−24.8%Reduced
Allworth Financial LP81$33.7K0.00%−3−3.6%Reduced
GAMMA Investing LLC110$36.5K0.00%+29+35.8%Added
CoreCap Advisors, LLC117$38.8K0.00%−83−41.5%Reduced
State of Wyoming118$39.2K0.00%−1,231−91.3%Reduced
Farther Finance Advisors, LLC122$40.5K0.00%+39+47.0%Added
Venturi Wealth Management, LLC130$43.2K0.00%+54+71.1%Added
Sound Income Strategies, LLC139$46.1K0.00%00.0%Unchanged
MetLife Investment Management156$51.8K0.00%−1−0.6%Reduced
Sterling Capital Management LLC168$55.8K0.00%+39+30.2%Added
Financial Perspectives, Inc169$56.1K0.02%+102+152.2%Added
Consultiva Wealth Management, Corp.172$57.1K0.29%+172New
Jones Financial Companies LLLP190$63.1K0.00%+17+9.8%Added
Quadrant Capital Group LLC202$67.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC215$71.4K0.01%00.0%Unchanged
Lazard Asset Management LLC223$74.0K0.00%+223New
Principal Securities, Inc.229$76.0K0.00%+108+89.3%Added
Aster Capital Management (DIFC) Ltd235$78.0K0.03%+78+49.7%Added
The PNC Financial Services Group, Inc.249$82.7K0.00%+9+3.8%Added
Northwestern Mutual Wealth Management Co254$84.2K0.00%+21+9.0%Added
Amalgamated Bank258$86.0K0.00%00.0%Unchanged
Raleigh Capital Management Inc.286$95.1K0.04%+74+34.9%Added
California State Teachers Retirement System308$102.2K0.00%+4+1.3%Added
National Bank of Canada350$116.2K0.00%+33+10.4%Added
Fairman Group, LLC375$124.5K0.10%00.0%Unchanged
Hanseatic Management Services Inc384$127.5K0.16%+41+12.0%Added
Signaturefd, LLC423$140.4K0.00%+169+66.5%Added
Point72 (DIFC) Ltd443$147.1K0.01%+443New
Citigroup Inc456$151.4K0.00%−190−29.4%Reduced
Aquatic Capital Management LLC458$152.0K0.00%−2,242−83.0%Reduced
Legal & General Group Plc517$171.6K0.00%−43−7.7%Reduced
Quent Capital, LLC530$175.9K0.02%00.0%Unchanged
Stratos Wealth Partners, LTD.608$201.8K0.00%+608New
Allen Investment Management LLC616$204.5K0.00%+616New
Integrated Wealth Concepts LLC618$205.1K0.00%+618New
Optimist Retirement Group LLC621$206.1K0.10%+621New
Boothbay Fund Management, LLC636$211.1K0.01%+636New
Parallel Advisors, LLC686$227.7K0.01%+17+2.5%Added
Pinnacle Associates Ltd729$242.0K0.00%+729New
Change Path, LLC738$245.0K0.01%+738New
Blair William & Co742$246.3K0.00%+742New