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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Ubiquiti Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 80 | $26.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 79 | $26.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 76 | $25.5K | 0.00% | +2+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 76 | $25.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 76 | $25.2K | 0.00% | +15+24.6% | Added |
| TD Waterhouse Canada Inc. | 75 | $24.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 75 | $24.9K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 73 | $24.2K | 0.00% | +4+5.8% | Added |
| First Horizon Advisors, Inc. | 62 | $20.6K | 0.00% | +2+3.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 60 | $20.0K | 0.01% | +60 | New |
| Amundi | 53 | $18.9K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 56 | $18.4K | 0.01% | −49−46.7% | Reduced |
| Covestor Ltd | 55 | $18.0K | 0.01% | −211−79.3% | Reduced |
| Great West Life Assurance Co | 54 | $18.0K | 0.00% | +54 | New |
| Skopos Labs, Inc. | 52 | $17.3K | 0.01% | +28+116.7% | Added |
| Corebridge Financial, Inc. | 50 | $16.6K | 0.00% | −3−5.7% | Reduced |
| Harbour Investments, Inc. | 43 | $14.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 39 | $12.9K | 0.01% | −6−13.3% | Reduced |
| Park Square Financial Group, LLC | 38 | $12.6K | 0.01% | +38 | New |
| CIBC Private Wealth Group, LLC | 34 | $12.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 35 | $11.6K | 0.00% | −29−45.3% | Reduced |
| FLP Wealth Management, LLC | 32 | $10.7K | 0.03% | +32 | New |
| SBI Securities Co., Ltd. | 27 | $8.96K | 0.00% | +27 | New |
| Vega Investment Solutions | 25 | $8.30K | 0.01% | +25 | New |
| Aviso Financial Inc. | 25 | $8.30K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 24 | $7.97K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21 | $6.97K | 0.00% | +8+61.5% | Added |
| Versant Capital Management, Inc | 19 | $6.31K | 0.00% | +14+280.0% | Added |
| Quest 10 Wealth Builders, Inc. | 19 | $6.31K | 0.01% | +19 | New |
| Sachetta, LLC | 18 | $5.97K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16 | $5.31K | 0.00% | −59−78.7% | Reduced |
| JFS Wealth Advisors, LLC | 16 | $5.31K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 18 | $5.00K | 0.00% | −1−5.3% | Reduced |
| Proequities, Inc. | 11 | $4.58K | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 13 | $4.32K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 12 | $3.98K | 0.00% | −18−60.0% | Reduced |
| Altshuler Shaham Ltd | 12 | $3.98K | 0.00% | −8−40.0% | Reduced |
| WealthCollab, LLC | 11 | $3.65K | 0.00% | +6+120.0% | Added |
| Transce3nd, LLC | 11 | $3.65K | 0.00% | +11 | New |
| Pineridge Advisors LLC | 10 | $3.34K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 10 | $3.32K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $3.32K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $3.32K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8 | $2.68K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 7 | $2.32K | 0.00% | +7 | New |
| Ronald Blue Trust, Inc. | 6 | $1.99K | 0.00% | −74−92.5% | Reduced |
| Massmutual Trust Co FSB | 6 | $1.99K | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 5 | $1.66K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $1.66K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $1.33K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 4 | $1.33K | 0.00% | +4 | New |
| Hexagon Capital Partners LLC | 4 | $1.33K | 0.00% | +4 | New |
| Colonial Trust Co | 4 | $1.33K | 0.00% | +4 | New |
| Capital A Wealth Management, LLC | 4 | $1.33K | 0.00% | +4 | New |
| New Millennium Group LLC | 3 | $996 | 0.00% | +3 | New |
| Quest Partners LLC | 2 | $664 | 0.00% | −950−99.8% | Reduced |
| MV Capital Management, Inc. | 1 | $332 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $332 | 0.00% | +1 | New |
| Whipplewood Advisors, LLC | 1 | $332 | 0.00% | +1 | New |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −5,147−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −2,828−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,267−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −1,971−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,598−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1,513−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −1,490−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −1,456−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,218−100.0% | Sold out |
| SP Asset Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Peterson Financial Group, Inc. | – | – | – | – | Not filed |