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, Q3 2025
Institutional positions in Ubiquiti Inc. as of Sep 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
- 366
- +53 vs. Q2 2025
- Shares held
- 2.84M
- −312.5K (−9.9%) vs. Q2 2025
- Total value
- $1.87B
- +$574.3M (+44.3%) vs. Q2 2025
- New holders
- 92
- 96 more added
- Sold out
- 39
- 113 more reduced
6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Ubiquiti Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 306 | $202.1K | 0.00% | +306 | New |
| Frank, Rimerman Advisors LLC | 316 | $208.7K | 0.01% | +316 | New |
| one8zero8, LLC | 325 | $214.7K | 0.05% | +325 | New |
| HBW Advisory Services LLC | 326 | $215.4K | 0.02% | +326 | New |
| Newbridge Financial Services Group, Inc. | 344 | $227.2K | 0.03% | +344 | New |
| Turtle Creek Wealth Advisors, LLC | 349 | $230.5K | 0.02% | +349 | New |
| D'Orazio & Associates, Inc. | 353 | $233.5K | 0.03% | +353 | New |
| Anchor Capital Advisors LLC | 356 | $235.2K | 0.01% | +356 | New |
| Smartleaf Asset Management LLC | 358 | $235.6K | 0.01% | +328+1,093.3% | Added |
| Conway Capital Management, Inc. | 365 | $241.1K | 0.10% | +365 | New |
| Empower Advisory Group, LLC | 373 | $246.4K | 0.00% | +373 | New |
| Fairman Group, LLC | 375 | $247.7K | 0.20% | 00.0% | Unchanged |
| CFC Planning Co LLC | 377 | $249.0K | 0.21% | +377 | New |
| Amalgamated Bank | 380 | $251.0K | 0.00% | +7+1.9% | Added |
| Mackenzie Financial Corp | 380 | $251.0K | 0.00% | −409−51.8% | Reduced |
| Signaturefd, LLC | 380 | $251.0K | 0.00% | +7+1.9% | Added |
| JB Capital LLC | 380 | $251.2K | 0.01% | +380 | New |
| Brinker Capital Investments, LLC | 383 | $253.0K | 0.00% | +383 | New |
| TABR Capital Management, LLC | 389 | $256.1K | 0.18% | +389 | New |
| IFP Advisors, Inc | 390 | $257.6K | 0.01% | −10−2.5% | Reduced |
| Stifel Financial Corp | 394 | $260.5K | 0.00% | +394 | New |
| Two Sigma Advisers, LP | 400 | $264.2K | 0.00% | +400 | New |
| Evergreen Capital Management LLC | 401 | $264.9K | 0.01% | +401 | New |
| Horst & Graben Wealth Management LLC | 404 | $266.9K | 0.04% | +404 | New |
| Riversedge Advisors, LLC | 404 | $266.9K | 0.04% | +404 | New |
| Bayesian Capital Management, LP | 407 | $268.9K | 0.05% | +407 | New |
| Grant Private Wealth Management Inc | 409 | $270.2K | 0.17% | +409 | New |
| Atwood & Palmer Inc | 410 | $271.0K | 0.02% | −250−37.9% | Reduced |
| Scotia Capital Inc. | 414 | $273.5K | 0.00% | +414 | New |
| Jones Financial Companies LLLP | 424 | $275.4K | 0.00% | +207+95.4% | Added |
| Capstone Investment Advisors, LLC | 420 | $277.4K | 0.00% | −143−25.4% | Reduced |
| Virtue Capital Management, LLC | 5,759 | $278.3K | 0.06% | +5,759 | New |
| Custom Index Systems, LLC | 432 | $285.4K | 0.08% | +432 | New |
| Fox Run Management, L.L.C. | 435 | $287.4K | 0.04% | −1,714−79.8% | Reduced |
| Essential Partners LLC | 435 | $287.4K | 0.09% | +2+0.5% | Added |
| Voya Investment Management LLC | 455 | $300.6K | 0.00% | −1,374−75.1% | Reduced |
| Advyzon Investment Management, LLC | 458 | $302.4K | 0.05% | +458 | New |
| SeaCrest Wealth Management, LLC | 449 | $306.4K | 0.03% | +449 | New |
| FORA Capital, LLC | 466 | $307.8K | 0.05% | +466 | New |
| United Capital Financial Advisers, LLC | 477 | $315.1K | 0.00% | −13−2.7% | Reduced |
| Kestra Advisory Services, LLC | 480 | $317.2K | 0.00% | −109−18.5% | Reduced |
| Vise Technologies, Inc. | 481 | $317.7K | 0.01% | +481 | New |
| Moran Wealth Management, LLC | 485 | $320.4K | 0.01% | +485 | New |
| Wealthspire Advisors, LLC | 490 | $323.7K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 491 | $324.3K | 0.03% | +491 | New |
| Fiduciary Trust Co | 500 | $330.3K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 500 | $330.3K | 0.01% | 00.0% | Unchanged |
| bLong Financial, LLC | 500 | $330.3K | 0.23% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 507 | $334.9K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 510 | $335.0K | 0.00% | +315+161.5% | Added |
| Janney Montgomery Scott LLC | 509 | $336.0K | 0.00% | +509 | New |
| Abacus Planning Group, Inc. | 515 | $340.2K | 0.05% | 00.0% | Unchanged |
| Martingale Asset Management L P | 522 | $344.8K | 0.01% | −450−46.3% | Reduced |
| AIMZ Investment Advisors, LLC | 525 | $346.8K | 0.11% | 00.0% | Unchanged |
| National Bank of Canada | 526 | $346.8K | 0.00% | +156+42.2% | Added |
| Merit Financial Group, LLC | 527 | $348.1K | 0.00% | +9+1.7% | Added |
| Summit Trail Advisors, LLC | 529 | $349.4K | 0.00% | −29−5.2% | Reduced |
| Quent Capital, LLC | 554 | $366.2K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 557 | $367.9K | 0.00% | +5+0.9% | Added |
| SEI Investments Co | 558 | $368.6K | 0.00% | −790−58.6% | Reduced |
| CIBC World Markets Inc. | 562 | $371.2K | 0.00% | +562 | New |
| Knightsbridge Asset Management, LLC | 596 | $393.7K | 0.07% | −4−0.7% | Reduced |
| RHS Financial, LLC | 614 | $405.6K | 0.21% | −195−24.1% | Reduced |
| Allen Investment Management LLC | 616 | $406.9K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 618 | $408.2K | 0.00% | +618 | New |
| Xponance, Inc. | 630 | $416.2K | 0.00% | −239−27.5% | Reduced |
| Perbak Capital Partners LLP | 637 | $420.8K | 0.07% | +637 | New |
| Stratos Wealth Partners, LTD. | 640 | $422.8K | 0.00% | +8+1.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 655 | $432.7K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 669 | $441.9K | 0.00% | −407−37.8% | Reduced |
| WBI Investments | 670 | $442.4K | 0.11% | +670 | New |
| Jefferies Financial Group Inc. | 670 | $442.6K | 0.00% | +670 | New |
| Sequoia Financial Advisors, LLC | 682 | $450.5K | 0.00% | +119+21.1% | Added |
| Russell Investments Group, Ltd. | 691 | $456.2K | 0.00% | −1,460−67.9% | Reduced |
| Morningstar Investment Management LLC | 696 | $460.0K | 0.02% | +696 | New |
| Denali Advisors LLC | 700 | $462.4K | 0.05% | +700 | New |
| Bessemer Group Inc | 709 | $468.0K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 708 | $475.6K | 0.02% | +11+1.6% | Added |
| Parallel Advisors, LLC | 735 | $485.5K | 0.01% | −8−1.1% | Reduced |
| Counterpoint Mutual Funds LLC | 742 | $490.1K | 0.04% | +742 | New |
| NorthCrest Asset Manangement, LLC | 734 | $493.1K | 0.01% | +734 | New |
| Alps Advisors Inc | 750 | $495.4K | 0.00% | +750 | New |
| SRS Capital Advisors, Inc. | 755 | $498.7K | 0.01% | +750+15,000.0% | Added |
| Oxinas Partners Wealth Management LLC | 775 | $511.9K | 0.27% | −350−31.1% | Reduced |
| SMART Wealth LLC | 784 | $518.2K | 0.20% | +784 | New |
| Allianz Asset Management GmbH | 786 | $519.2K | 0.00% | +786 | New |
| West Michigan Advisors, LLC | 788 | $520.5K | 0.13% | +788 | New |
| Advisory Services Network, LLC | 798 | $527.2K | 0.01% | −631−44.2% | Reduced |
| Optimist Retirement Group LLC | 801 | $529.1K | 0.24% | −35−4.2% | Reduced |
| Boothbay Fund Management, LLC | 805 | $531.8K | 0.01% | +805 | New |
| Panagora Asset Management Inc | 833 | $550.3K | 0.00% | +833 | New |
| Los Angeles Capital Management LLC | 858 | $566.8K | 0.00% | −66−7.1% | Reduced |
| Advisor Group Holdings, Inc. | 981 | $575.4K | 0.00% | +6+0.6% | Added |
| Toroso Investments, LLC | 876 | $578.7K | 0.00% | +876 | New |
| Aviva PLC | 890 | $587.9K | 0.00% | −281−24.0% | Reduced |
| RSM US Wealth Management LLC | 890 | $587.9K | 0.01% | −4−0.4% | Reduced |
| Burns Matteson Capital Management, LLC | 894 | $590.6K | 0.25% | +894 | New |
| Delta Asset Management LLC | 902 | $595.7K | 0.05% | −11−1.2% | Reduced |
| Coldstream Capital Management Inc | 942 | $622.3K | 0.01% | +368+64.1% | Added |
| Baron Wealth Management LLC | 947 | $625.6K | 0.21% | +20+2.2% | Added |