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, Q2 2025
Institutional positions in Ubiquiti Inc. as of Jun 30, 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
- 319
- +38 vs. Q1 2025
- Shares held
- 3.16M
- +257.4K (+8.9%) vs. Q1 2025
- Total value
- $1.30B
- +$401.3M (+44.7%) vs. Q1 2025
- New holders
- 65
- 112 more added
- Sold out
- 27
- 93 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Ubiquiti Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 558 | $229.7K | 0.00% | +558 | New |
| Quent Capital, LLC | 554 | $228.1K | 0.02% | +17+3.2% | Added |
| Greenleaf Trust | 552 | $227.2K | 0.00% | +552 | New |
| One Wealth Advisors, LLC | 531 | $218.6K | 0.03% | +531 | New |
| Janus Henderson Group PLC | 528 | $217.4K | 0.00% | +528 | New |
| AIMZ Investment Advisors, LLC | 525 | $216.1K | 0.07% | +525 | New |
| Merit Financial Group, LLC | 518 | $213.2K | 0.00% | +518 | New |
| Abacus Planning Group, Inc. | 515 | $212.0K | 0.03% | +515 | New |
| Accurate Wealth Management, LLC | 529 | $211.5K | 0.03% | +529 | New |
| Absher Wealth Management, LLC | 507 | $208.7K | 0.03% | +507 | New |
| Fiduciary Trust Co | 500 | $205.8K | 0.00% | +500 | New |
| North Star Asset Management Inc | 500 | $205.8K | 0.01% | +500 | New |
| bLong Financial, LLC | 500 | $205.8K | 0.16% | +500 | New |
| IFP Advisors, Inc | 400 | $205.3K | 0.01% | −130−24.5% | Reduced |
| United Capital Financial Advisers, LLC | 490 | $201.7K | 0.00% | +490 | New |
| Wealthspire Advisors, LLC | 490 | $201.7K | 0.00% | +490 | New |
| Raleigh Capital Management Inc. | 451 | $185.8K | 0.08% | +90+24.9% | Added |
| Essential Partners LLC | 433 | $178.2K | 0.07% | +433 | New |
| Fairman Group, LLC | 375 | $154.4K | 0.13% | 00.0% | Unchanged |
| Amalgamated Bank | 373 | $154.0K | 0.00% | +111+42.4% | Added |
| Signaturefd, LLC | 373 | $153.5K | 0.00% | +65+21.1% | Added |
| National Bank of Canada | 370 | $152.3K | 0.00% | +29+8.5% | Added |
| Principal Securities, Inc. | 304 | $125.1K | 0.00% | +75+32.8% | Added |
| California State Teachers Retirement System | 266 | $109.5K | 0.00% | −42−13.6% | Reduced |
| MetLife Investment Management | 262 | $107.9K | 0.00% | +106+67.9% | Added |
| Bayforest Capital Ltd | 242 | $99.6K | 0.04% | −407−62.7% | Reduced |
| The PNC Financial Services Group, Inc. | 239 | $98.4K | 0.00% | −3−1.2% | Reduced |
| Lazard Asset Management LLC | 240 | $98.0K | 0.00% | −7−2.8% | Reduced |
| Jones Financial Companies LLLP | 217 | $87.2K | 0.00% | +26+13.6% | Added |
| Financial Perspectives, Inc | 206 | $84.8K | 0.03% | +37+21.9% | Added |
| Acadian Asset Management LLC | 195 | $80.0K | 0.00% | −934−82.7% | Reduced |
| New Age Alpha Advisors, LLC | 186 | $76.6K | 0.00% | −110−37.2% | Reduced |
| Skopos Labs, Inc. | 185 | $76.2K | 0.01% | +92+98.9% | Added |
| Consultiva Wealth Management, Corp. | 172 | $70.8K | 0.22% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 165 | $67.9K | 0.00% | +110+200.0% | Added |
| GAMMA Investing LLC | 159 | $65.5K | 0.00% | +27+20.5% | Added |
| Tower Research Capital LLC (TRC) | 150 | $61.7K | 0.00% | −26−14.8% | Reduced |
| Sound Income Strategies, LLC | 139 | $57.2K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 132 | $54.3K | 0.02% | +132 | New |
| CoreCap Advisors, LLC | 128 | $52.7K | 0.00% | −129−50.2% | Reduced |
| GeoWealth Management, LLC | 128 | $52.7K | 0.00% | +22+20.8% | Added |
| CIBC Private Wealth Group, LLC | 113 | $46.5K | 0.00% | −22−16.3% | Reduced |
| Allworth Financial LP | 108 | $44.5K | 0.00% | +18+20.0% | Added |
| EverSource Wealth Advisors, LLC | 108 | $44.5K | 0.00% | −14−11.5% | Reduced |
| Versant Capital Management, Inc | 108 | $44.5K | 0.01% | −3−2.7% | Reduced |
| Farther Finance Advisors, LLC | 103 | $42.4K | 0.00% | −1−1.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 103 | $42.4K | 0.01% | +103 | New |
| Main Street Group, LTD | 100 | $41.2K | 0.01% | +100 | New |
| Cullen/Frost Bankers, Inc. | 94 | $38.7K | 0.00% | +86+1,075.0% | Added |
| Huntington National Bank | 81 | $33.3K | 0.00% | −9−10.0% | Reduced |
| Capital Advisors, Ltd. LLC | 79 | $33.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 80 | $32.9K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 80 | $32.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 76 | $31.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 75 | $30.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 75 | $30.9K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 70 | $28.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 63 | $25.9K | 0.00% | +37+142.3% | Added |
| TD Waterhouse Canada Inc. | 63 | $25.8K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 58 | $23.9K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 56 | $22.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 51 | $20.9K | 0.00% | +51 | New |
| GWM Advisors LLC | 50 | $20.6K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 46 | $18.9K | 0.00% | +19+70.4% | Added |
| Harbour Investments, Inc. | 41 | $16.9K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 38 | $15.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 38 | $15.6K | 0.01% | +6+18.8% | Added |
| WealthCollab, LLC | 37 | $15.2K | 0.01% | −7−15.9% | Reduced |
| Covestor Ltd | 37 | $15.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 34 | $14.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 34 | $14.0K | 0.00% | +1+3.0% | Added |
| Itau Unibanco Holding S.A. | 32 | $13.2K | 0.00% | −4−11.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 31 | $12.8K | 0.00% | +25+416.7% | Added |
| MAI Capital Management | 30 | $12.3K | 0.00% | +26+650.0% | Added |
| Smartleaf Asset Management LLC | 30 | $12.1K | 0.00% | −58−65.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 27 | $11.1K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 25 | $10.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 24 | $9.88K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 24 | $9.88K | 0.01% | +24 | New |
| Great West Life Assurance Co | 21 | $9.00K | 0.00% | −56−72.7% | Reduced |
| Penserra Capital Management LLC | 23 | $9.00K | 0.00% | +23 | New |
| WPG Advisers, LLC | 21 | $8.64K | 0.01% | 00.0% | Unchanged |
| Aviso Financial Inc. | 20 | $8.23K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $7.41K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 17 | $7.04K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 16 | $6.59K | 0.00% | +16 | New |
| Global Retirement Partners, LLC | 15 | $6.19K | 0.00% | +15 | New |
| Transce3nd, LLC | 14 | $5.76K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 13 | $5.35K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 12 | $4.94K | 0.00% | −13−52.0% | Reduced |
| Total Investment Management Inc | 11 | $4.53K | 0.00% | +11 | New |
| Massmutual Trust Co FSB | 11 | $4.53K | 0.00% | −4−26.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 10 | $4.12K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $4.12K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 10 | $4.12K | 0.00% | −2−16.7% | Reduced |
| Larson Financial Group LLC | 9 | $3.71K | 0.00% | +4+80.0% | Added |
| Sunbelt Securities, Inc. | 8 | $2.65K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 6 | $2.47K | 0.00% | −129−95.6% | Reduced |