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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, Q1 2025

Institutional positions in Ubiquiti Inc. as of Mar 31, 2025. 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
283
+28 vs. Q4 2024
Shares held
2.90M
+475.5K (+19.6%) vs. Q4 2024
Total value
$897.6M
+$92.9M (+11.5%) vs. Q4 2024
New holders
67
104 more added
Sold out
39
74 more reduced

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 283 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 heldQ1 2025: $897.6M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Ubiquiti Inc.; share changes are against Q4 2024.

Institutions holding UI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Whipplewood Advisors, LLC666$3100.00%+665+66,500.0%Added
MV Capital Management, Inc.1$3110.00%00.0%Unchanged
Abound Wealth Management1$3110.00%00.0%Unchanged
American Capital Advisory, LLC1$3110.00%+1New
WealthTrak Capital Management LLC1$3110.00%+1New
JFS Wealth Advisors, LLC2$6210.00%−14−87.5%Reduced
Principia Wealth Advisory, LLC2$6210.00%+2New
Evelyn Partners Investment Management LLP3$9300.00%−4−57.1%Reduced
Hantz Financial Services, Inc.2$1.00K0.00%+2New
MAI Capital Management4$1.24K0.00%00.0%Unchanged
TFC Financial Management4$1.24K0.00%00.0%Unchanged
TD Private Client Wealth LLC4$1.24K0.00%+4New
Bell Investment Advisors, Inc5$1.55K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC5$1.55K0.00%00.0%Unchanged
Larson Financial Group LLC5$1.55K0.00%+5New
N.E.W. Advisory Services LLC5$1.55K0.00%+5New
Mirae Asset Global ETFs Holdings Ltd.6$1.86K0.00%+6New
South State Corp.7$2.17K0.00%+7New
SRS Capital Advisors, Inc.7$2.17K0.00%+7New
Sunbelt Securities, Inc.8$2.48K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.8$2.48K0.00%+8New
Bessemer Group Inc9$3.00K0.00%+9New
Financial Management Professionals, Inc.10$3.10K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC10$3.10K0.00%00.0%Unchanged
Altshuler Shaham Ltd12$3.72K0.00%00.0%Unchanged
Ci Investments Inc.12$4.00K0.00%+12New
Parkside Financial Bank & Trust13$4.03K0.00%00.0%Unchanged
Transce3nd, LLC14$4.34K0.00%+3+27.3%Added
Massmutual Trust Co FSB15$4.65K0.00%+9+150.0%Added
Hemington Wealth Management18$5.00K0.00%00.0%Unchanged
Pineridge Advisors LLC17$5.30K0.00%+7+70.0%Added
Sachetta, LLC18$5.58K0.00%00.0%Unchanged
Aviso Financial Inc.20$6.20K0.00%−5−20.0%Reduced
Ronald Blue Trust, Inc.20$6.20K0.00%+14+233.3%Added
WPG Advisers, LLC21$6.51K0.01%+21New
DT Investment Partners, LLC24$7.44K0.00%00.0%Unchanged
Atlas Capital Advisors LLC25$7.75K0.00%+13+108.3%Added
Clearstead Advisors, LLC26$8.06K0.00%+26New
Vega Investment Solutions25$8.16K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.27$8.37K0.01%+8+42.1%Added
Advisors Asset Management, Inc.27$8.37K0.00%+27New
True Wealth Design, LLC32$9.93K0.00%−7−17.9%Reduced
CVA Family Office, LLC33$10.2K0.00%+33New
Comerica Bank34$10.7K0.00%−1−2.9%Reduced
Itau Unibanco Holding S.A.36$11.0K0.00%+36New
Park Square Financial Group, LLC38$11.8K0.01%00.0%Unchanged
Covestor Ltd37$12.0K0.01%−18−32.7%Reduced
Harbour Investments, Inc.41$12.7K0.00%−2−4.7%Reduced
Boston Private Wealth LLC42$13.0K0.00%+42New
WealthCollab, LLC44$13.6K0.01%+33+300.0%Added
Corebridge Financial, Inc.48$14.9K0.00%−2−4.0%Reduced
Amundi53$15.4K0.00%00.0%Unchanged
GWM Advisors LLC50$15.5K0.00%+50New
SBI Securities Co., Ltd.55$17.1K0.00%+28+103.7%Added
New England Capital Financial Advisors LLC56$17.3K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC58$18.0K0.00%+58New
Coldstream Capital Management Inc58$18.0K0.00%+58New
TD Waterhouse Canada Inc.63$19.6K0.00%−12−16.0%Reduced
Greykasell Wealth Strategies, Inc.70$21.7K0.01%+70New
Private Wealth Management Group, LLC75$23.3K0.01%00.0%Unchanged
First Horizon Advisors, Inc.75$23.3K0.00%+13+21.0%Added
Steward Partners Investment Advisory, LLC76$23.6K0.00%00.0%Unchanged
Great West Life Assurance Co77$24.0K0.00%+23+42.6%Added
Private Trust Co NA80$24.8K0.00%00.0%Unchanged
Golden State Wealth Management, LLC80$24.8K0.00%+80New
Capital Advisors, Ltd. LLC79$25.0K0.00%00.0%Unchanged
Smartleaf Asset Management LLC88$27.3K0.00%+12+15.8%Added
Huntington National Bank90$27.9K0.00%−4−4.3%Reduced
Allworth Financial LP90$28.2K0.00%+9+11.1%Added
Skopos Labs, Inc.93$28.8K0.01%+41+78.8%Added
Farther Finance Advisors, LLC104$32.3K0.00%−18−14.8%Reduced
GeoWealth Management, LLC106$32.9K0.00%+33+45.2%Added
Versant Capital Management, Inc111$34.4K0.01%+92+484.2%Added
EverSource Wealth Advisors, LLC122$37.8K0.00%+46+60.5%Added
CIBC Private Wealth Group, LLC135$38.2K0.00%+101+297.1%Added
GAMMA Investing LLC132$40.9K0.00%+22+20.0%Added
Sterling Capital Management LLC135$41.9K0.00%−33−19.6%Reduced
Sound Income Strategies, LLC139$43.1K0.00%00.0%Unchanged
MetLife Investment Management156$48.4K0.00%00.0%Unchanged
Financial Perspectives, Inc169$52.4K0.02%00.0%Unchanged
Consultiva Wealth Management, Corp.172$53.3K0.18%00.0%Unchanged
Tower Research Capital LLC (TRC)176$54.6K0.00%−2,018−92.0%Reduced
Jones Financial Companies LLLP191$59.4K0.00%+1+0.5%Added
The PNC Financial Services Group, Inc.242$75.1K0.00%−7−2.8%Reduced
Lazard Asset Management LLC247$76.0K0.00%+24+10.8%Added
Principal Securities, Inc.229$76.0K0.00%00.0%Unchanged
CoreCap Advisors, LLC257$79.7K0.00%+140+119.7%Added
Amalgamated Bank262$81.0K0.00%+4+1.6%Added
Aquatic Capital Management LLC273$84.7K0.00%−185−40.4%Reduced
Quest Partners LLC288$89.3K0.01%+286+14,300.0%Added
New Age Alpha Advisors, LLC296$91.8K0.00%+296New
Signaturefd, LLC308$95.5K0.00%−115−27.2%Reduced
California State Teachers Retirement System308$95.5K0.00%00.0%Unchanged
National Bank of Canada341$105.5K0.00%−9−2.6%Reduced
Raleigh Capital Management Inc.361$111.9K0.05%+75+26.2%Added
Lindbrook Capital, LLC374$116.0K0.01%+159+74.0%Added
Twin Tree Management, LP374$116.0K0.00%+374New
Point72 Hong Kong Ltd375$116.2K0.01%−1,823−82.9%Reduced
Fairman Group, LLC375$124.5K0.11%00.0%Unchanged
Point72 (DIFC) Ltd403$125.0K0.01%−40−9.0%Reduced