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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
CWM, LLC2,173$721.0K0.00%+687+46.2%Added
Alliancebernstein L.P.2,137$709.3K0.00%−1,495−41.2%Reduced
Oxinas Partners Wealth Management LLC2,107$699.4K0.41%+2,107New
Algert Global LLC2,059$683.4K0.02%−1,720−45.5%Reduced
Nkcfo LLC2,000$664.0K0.29%00.0%Unchanged
MML Investors Services, LLC1,900$631.0K0.00%+424+28.7%Added
Medallion Wealth Advisors, LLC1,920$628.4K0.31%+1,920New
CIBC Asset Management Inc1,862$618.1K0.00%+94+5.3%Added
XTX Topco Ltd1,775$589.2K0.05%−326−15.5%Reduced
Aviva PLC1,767$586.5K0.00%−1,377−43.8%Reduced
Wealth Enhancement Advisory Services, LLC1,753$581.7K0.00%+555+46.3%Added
Edmond de Rothschild Holding S.A.1,700$564.3K0.01%−800−32.0%Reduced
Sierra Summit Advisors LLC1,655$549.3K0.11%+1,655New
Acadian Asset Management LLC1,626$538.0K0.00%+1,626New
Police & Firemen's Retirement System of New Jersey1,565$519.5K0.01%+1,565New
Astoria Portfolio Advisors LLC.1,300$511.7K0.18%−1,450−52.7%Reduced
US Bancorp1,527$506.9K0.00%−10−0.7%Reduced
Catalytic Wealth RIA, LLC1,500$497.9K0.09%−500−25.0%Reduced
BNP Paribas Arbitrage, SA1,459$484.3K0.00%+1,459New
Public Employees Retirement System of Ohio1,430$474.7K0.00%−82−5.4%Reduced
Applied Finance Capital Management, LLC1,430$474.7K0.02%00.0%Unchanged
Atlas Brown,Inc.1,360$451.4K0.15%00.0%Unchanged
Stock Yards Bank & Trust Co1,285$426.5K0.01%−640−33.2%Reduced
Baader Bank INC1,270$421.6K0.04%+1,270New
Commonwealth Equity Services, LLC1,265$420.0K0.00%−380−23.1%Reduced
Virtu Financial LLC1,263$419.0K0.02%+1,263New
Cerity Partners LLC1,369$413.7K0.00%+161+13.3%Added
Occudo Quantitative Strategies LP1,239$411.3K0.07%+1,239New
Pathstone Holdings, LLC1,230$406.6K0.00%−5−0.4%Reduced
Balyasny Asset Management LLC1,224$406.3K0.00%−11,098−90.1%Reduced
Bank of Montreal1,208$401.0K0.00%+134+12.5%Added
Axq Capital, LP1,148$381.1K0.17%+1,148New
Martingale Asset Management L P1,123$372.8K0.01%+1,123New
Voya Investment Management LLC1,107$367.4K0.00%−62−5.3%Reduced
Manufacturers Life Insurance Company, The1,099$364.8K0.00%00.0%Unchanged
M&T Bank Corp1,095$363.9K0.00%−40−3.5%Reduced
CAPROCK Group, Inc.1,085$360.3K0.01%+24+2.3%Added
Monument Capital Management1,065$353.5K0.10%+1,065New
Burney Co1,060$351.8K0.01%00.0%Unchanged
Mercer Global Advisors Inc1,019$338.3K0.00%+1,019New
Valeo Financial Advisors, LLC1,000$331.9K0.01%00.0%Unchanged
Woodline Partners LP994$329.9K0.00%+994New
D. E. Shaw & Co., Inc.968$321.3K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC957$317.7K0.06%+957New
Advisory Services Network, LLC946$314.1K0.01%+946New
RSM US Wealth Management LLC919$308.1K0.00%+919New
Delta Asset Management LLC910$302.2K0.03%+1+0.1%Added
Motley Fool Asset Management LLC890$295.4K0.02%+890New
West Michigan Advisors, LLC885$293.8K0.09%+885New
Truist Financial Corp877$291.2K0.00%+877New
Captrust Financial Advisors856$284.1K0.00%+856New
Quadrature Capital Ltd849$282.5K0.01%+849New
Polymer Capital Management (US) LLC839$278.5K0.09%+839New
Diversify Advisory Services, LLC759$272.8K0.02%+759New
Atria Investments LLC820$272.2K0.00%−126−13.3%Reduced
Brevan Howard Capital Management LP816$270.9K0.01%−965−54.2%Reduced
Lombard Odier Asset Management (USA) Corp812$269.5K0.10%+812New
Dark Forest Capital Management LP769$255.3K0.04%+769New
Xponance, Inc.761$252.6K0.00%+761New
Blair William & Co742$246.3K0.00%+742New
Change Path, LLC738$245.0K0.01%+738New
Pinnacle Associates Ltd729$242.0K0.00%+729New
Parallel Advisors, LLC686$227.7K0.01%+17+2.5%Added
Boothbay Fund Management, LLC636$211.1K0.01%+636New
Optimist Retirement Group LLC621$206.1K0.10%+621New
Integrated Wealth Concepts LLC618$205.1K0.00%+618New
Allen Investment Management LLC616$204.5K0.00%+616New
Stratos Wealth Partners, LTD.608$201.8K0.00%+608New
Quent Capital, LLC530$175.9K0.02%00.0%Unchanged
Legal & General Group Plc517$171.6K0.00%−43−7.7%Reduced
Aquatic Capital Management LLC458$152.0K0.00%−2,242−83.0%Reduced
Citigroup Inc456$151.4K0.00%−190−29.4%Reduced
Point72 (DIFC) Ltd443$147.1K0.01%+443New
Signaturefd, LLC423$140.4K0.00%+169+66.5%Added
Hanseatic Management Services Inc384$127.5K0.16%+41+12.0%Added
Fairman Group, LLC375$124.5K0.10%00.0%Unchanged
National Bank of Canada350$116.2K0.00%+33+10.4%Added
California State Teachers Retirement System308$102.2K0.00%+4+1.3%Added
Raleigh Capital Management Inc.286$95.1K0.04%+74+34.9%Added
Amalgamated Bank258$86.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co254$84.2K0.00%+21+9.0%Added
The PNC Financial Services Group, Inc.249$82.7K0.00%+9+3.8%Added
Aster Capital Management (DIFC) Ltd235$78.0K0.03%+78+49.7%Added
Principal Securities, Inc.229$76.0K0.00%+108+89.3%Added
Lazard Asset Management LLC223$74.0K0.00%+223New
Lindbrook Capital, LLC215$71.4K0.01%00.0%Unchanged
Quadrant Capital Group LLC202$67.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP190$63.1K0.00%+17+9.8%Added
Consultiva Wealth Management, Corp.172$57.1K0.29%+172New
Financial Perspectives, Inc169$56.1K0.02%+102+152.2%Added
Sterling Capital Management LLC168$55.8K0.00%+39+30.2%Added
MetLife Investment Management156$51.8K0.00%−1−0.6%Reduced
Sound Income Strategies, LLC139$46.1K0.00%00.0%Unchanged
Venturi Wealth Management, LLC130$43.2K0.00%+54+71.1%Added
Farther Finance Advisors, LLC122$40.5K0.00%+39+47.0%Added
State of Wyoming118$39.2K0.00%−1,231−91.3%Reduced
CoreCap Advisors, LLC117$38.8K0.00%−83−41.5%Reduced
GAMMA Investing LLC110$36.5K0.00%+29+35.8%Added
Allworth Financial LP81$33.7K0.00%−3−3.6%Reduced
Huntington National Bank94$31.2K0.00%−31−24.8%Reduced