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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 2,370 | $1.57M | 0.19% | −1,304−35.5% | Reduced |
| Schroder Investment Management Group | 2,359 | $1.55M | 0.00% | −3,236−57.8% | Reduced |
| New York State Common Retirement Fund | 2,335 | $1.54M | 0.00% | 00.0% | Unchanged |
| American National Bank | 2,311 | $1.53M | 0.15% | 00.0% | Unchanged |
| Retireful, LLC | 2,274 | $1.50M | 1.45% | −221−8.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,225 | $1.47M | 0.03% | −1,475−39.9% | Reduced |
| Range Financial Group LLC | 2,222 | $1.47M | 0.53% | +2,222 | New |
| AE Wealth Management LLC | 2,180 | $1.44M | 0.01% | −2,037−48.3% | Reduced |
| Quadrant Capital Group LLC | 2,158 | $1.43M | 0.05% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 2,026 | $1.34M | 0.01% | −66−3.2% | Reduced |
| Commonwealth Equity Services, LLC | 1,983 | $1.31M | 0.00% | +675+51.6% | Added |
| Diversify Advisory Services, LLC | 1,676 | $1.30M | 0.04% | +371+28.4% | Added |
| Cerity Partners LLC | 1,942 | $1.28M | 0.00% | +361+22.8% | Added |
| HSBC Holdings PLC | 1,947 | $1.27M | 0.00% | +422+27.7% | Added |
| CIBC Asset Management Inc | 1,912 | $1.26M | 0.00% | 00.0% | Unchanged |
| Plum Street Advisors, LLC | 1,880 | $1.24M | 0.48% | +1,880 | New |
| Northwestern Mutual Wealth Management Co | 1,877 | $1.24M | 0.00% | +820+77.6% | Added |
| Alpha Cubed Investments, LLC | 1,797 | $1.19M | 0.04% | 00.0% | Unchanged |
| Private Advisory Group LLC | 1,772 | $1.17M | 0.10% | −755−29.9% | Reduced |
| Jupiter Asset Management Ltd | 1,706 | $1.13M | 0.01% | +1,706 | New |
| Ossiam | 1,662 | $1.10M | 0.01% | +1,662 | New |
| Edgestream Partners, L.P. | 1,613 | $1.07M | 0.03% | −7,645−82.6% | Reduced |
| Voleon Capital Management LP | 1,609 | $1.06M | 0.03% | +1,609 | New |
| US Bancorp | 1,582 | $1.05M | 0.00% | +23+1.5% | Added |
| CI Private Wealth, LLC | 1,504 | $993.7K | 0.00% | −228−13.2% | Reduced |
| JustInvest LLC | 1,496 | $988.9K | 0.01% | +179+13.6% | Added |
| Atlas Brown,Inc. | 1,450 | $957.8K | 0.28% | −10−0.7% | Reduced |
| SG Americas Securities, LLC | 1,435 | $948.0K | 0.00% | −182−11.3% | Reduced |
| BNP Paribas Arbitrage, SA | 1,425 | $941.3K | 0.00% | −478−25.1% | Reduced |
| Mercer Global Advisors Inc | 1,386 | $915.5K | 0.00% | −22−1.6% | Reduced |
| Catalytic Wealth RIA, LLC | 1,359 | $897.7K | 0.03% | +109+8.7% | Added |
| Sigma Planning Corp | 1,357 | $896.4K | 0.03% | +1,357 | New |
| Employees Retirement System of Texas | 1,356 | $896.0K | 0.01% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,300 | $887.1K | 0.23% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,326 | $876.6K | 0.00% | +569+75.2% | Added |
| Public Employees Retirement System of Ohio | 1,316 | $869.3K | 0.00% | +9+0.7% | Added |
| CBOE Vest Financial, LLC | 1,303 | $860.7K | 0.01% | +428+48.9% | Added |
| Handelsbanken Fonder AB | 1,300 | $859.0K | 0.00% | 00.0% | Unchanged |
| SP Asset Management LLC | 1,300 | $858.8K | 0.07% | +1,300 | New |
| Point72 (DIFC) Ltd | 1,296 | $856.1K | 0.06% | +34+2.7% | Added |
| Amundi | 1,286 | $853.9K | 0.00% | +1,286 | New |
| O'Neil Global Advisors, Inc. | 1,286 | $850.0K | 0.16% | +1,286 | New |
| Stock Yards Bank & Trust Co | 1,257 | $830.4K | 0.03% | −150−10.7% | Reduced |
| Millennium Management LLC | 1,256 | $829.7K | 0.00% | −26,109−95.4% | Reduced |
| M&T Bank Corp | 1,240 | $819.3K | 0.00% | +36+3.0% | Added |
| Two Sigma Investments, LP | 1,228 | $811.2K | 0.00% | +3+0.2% | Added |
| Hilltop Holdings Inc. | 1,228 | $811.2K | 0.04% | +226+22.6% | Added |
| Medallion Wealth Advisors, LLC | 1,220 | $805.9K | 0.29% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,200 | $792.7K | 0.01% | −100−7.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,184 | $782.1K | 0.00% | +1,184 | New |
| Rockefeller Capital Management L.P. | 1,181 | $780.4K | 0.00% | +1,181 | New |
| Envestnet Asset Management Inc | 1,180 | $779.3K | 0.00% | −7,492−86.4% | Reduced |
| Pallas Capital Advisors LLC | 1,143 | $755.0K | 0.03% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 1,124 | $742.5K | 0.14% | +1,124 | New |
| Blair William & Co | 1,117 | $737.9K | 0.00% | +375+50.5% | Added |
| Captrust Financial Advisors | 1,104 | $729.3K | 0.00% | +152+16.0% | Added |
| Manufacturers Life Insurance Company, The | 1,064 | $702.9K | 0.00% | +2+0.2% | Added |
| Burney Co | 1,060 | $700.2K | 0.02% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 1,058 | $698.9K | 0.06% | +1,058 | New |
| PFG Advisors | 1,056 | $697.7K | 0.03% | +1,056 | New |
| Versor Investments LP | 1,046 | $691.0K | 0.13% | −1,854−63.9% | Reduced |
| Valeo Financial Advisors, LLC | 1,025 | $677.1K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,256 | $663.3K | 0.02% | +1,256 | New |
| Motley Fool Asset Management LLC | 986 | $651.3K | 0.03% | +11+1.1% | Added |
| Axq Capital, LP | 984 | $650.0K | 0.25% | −944−49.0% | Reduced |
| D. E. Shaw & Co., Inc. | 968 | $639.4K | 0.00% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 947 | $625.6K | 0.21% | +20+2.2% | Added |
| Coldstream Capital Management Inc | 942 | $622.3K | 0.01% | +368+64.1% | Added |
| Delta Asset Management LLC | 902 | $595.7K | 0.05% | −11−1.2% | Reduced |
| Burns Matteson Capital Management, LLC | 894 | $590.6K | 0.25% | +894 | 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 |
| Toroso Investments, LLC | 876 | $578.7K | 0.00% | +876 | New |
| Advisor Group Holdings, Inc. | 981 | $575.4K | 0.00% | +6+0.6% | Added |
| Los Angeles Capital Management LLC | 858 | $566.8K | 0.00% | −66−7.1% | Reduced |
| Panagora Asset Management Inc | 833 | $550.3K | 0.00% | +833 | New |
| Boothbay Fund Management, LLC | 805 | $531.8K | 0.01% | +805 | New |
| Optimist Retirement Group LLC | 801 | $529.1K | 0.24% | −35−4.2% | Reduced |
| Advisory Services Network, LLC | 798 | $527.2K | 0.01% | −631−44.2% | Reduced |
| West Michigan Advisors, LLC | 788 | $520.5K | 0.13% | +788 | New |
| Allianz Asset Management GmbH | 786 | $519.2K | 0.00% | +786 | New |
| SMART Wealth LLC | 784 | $518.2K | 0.20% | +784 | New |
| Oxinas Partners Wealth Management LLC | 775 | $511.9K | 0.27% | −350−31.1% | Reduced |
| SRS Capital Advisors, Inc. | 755 | $498.7K | 0.01% | +750+15,000.0% | Added |
| Alps Advisors Inc | 750 | $495.4K | 0.00% | +750 | New |
| NorthCrest Asset Manangement, LLC | 734 | $493.1K | 0.01% | +734 | New |
| Counterpoint Mutual Funds LLC | 742 | $490.1K | 0.04% | +742 | New |
| Parallel Advisors, LLC | 735 | $485.5K | 0.01% | −8−1.1% | Reduced |
| Wedmont Private Capital | 708 | $475.6K | 0.02% | +11+1.6% | Added |
| Bessemer Group Inc | 709 | $468.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 700 | $462.4K | 0.05% | +700 | New |
| Morningstar Investment Management LLC | 696 | $460.0K | 0.02% | +696 | New |
| Russell Investments Group, Ltd. | 691 | $456.2K | 0.00% | −1,460−67.9% | Reduced |
| Sequoia Financial Advisors, LLC | 682 | $450.5K | 0.00% | +119+21.1% | Added |
| Jefferies Financial Group Inc. | 670 | $442.6K | 0.00% | +670 | New |
| WBI Investments | 670 | $442.4K | 0.11% | +670 | New |
| Bank of Montreal | 669 | $441.9K | 0.00% | −407−37.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 655 | $432.7K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 640 | $422.8K | 0.00% | +8+1.3% | Added |
| Perbak Capital Partners LLP | 637 | $420.8K | 0.07% | +637 | New |