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 |
|---|---|---|---|---|---|
| Quarry LP | 51 | $33.7K | 0.01% | +51 | New |
| GWM Advisors LLC | 50 | $33.0K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 50 | $33.0K | 0.01% | +50 | New |
| Advisors Asset Management, Inc. | 46 | $30.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 38 | $25.1K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 38 | $25.1K | 0.01% | +1+2.7% | Added |
| Covestor Ltd | 37 | $25.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 37 | $24.7K | 0.00% | +3+8.8% | Added |
| Principal Securities, Inc. | 36 | $23.8K | 0.00% | −268−88.2% | Reduced |
| Huntington National Bank | 35 | $23.1K | 0.00% | −46−56.8% | Reduced |
| CVA Family Office, LLC | 34 | $22.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 33 | $21.8K | 0.00% | +2+6.5% | Added |
| SBI Securities Co., Ltd. | 31 | $20.5K | 0.00% | −134−81.2% | Reduced |
| Itau Unibanco Holding S.A. | 29 | $19.2K | 0.00% | −3−9.4% | Reduced |
| Point72 Europe (London) LLP | 25 | $16.7K | 0.00% | +25 | New |
| Great West Life Assurance Co | 25 | $16.0K | 0.00% | +4+19.0% | Added |
| DT Investment Partners, LLC | 24 | $15.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 24 | $15.9K | 0.00% | +15+166.7% | Added |
| Ronald Blue Trust, Inc. | 24 | $15.9K | 0.00% | +24 | New |
| CoreCap Advisors, LLC | 23 | $15.2K | 0.00% | −105−82.0% | Reduced |
| Penserra Capital Management LLC | 23 | $15.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 21 | $13.9K | 0.00% | −92−81.4% | Reduced |
| WPG Advisers, LLC | 20 | $13.2K | 0.01% | −1−4.8% | Reduced |
| Aviso Financial Inc. | 20 | $13.2K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $11.9K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 18 | $11.9K | 0.00% | +18 | New |
| Hemington Wealth Management | 18 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 16 | $10.6K | 0.00% | +16 | New |
| Brown Brothers Harriman & Co | 16 | $10.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $9.25K | 0.00% | +1+7.7% | Added |
| Global Retirement Partners, LLC | 13 | $8.59K | 0.00% | −2−13.3% | Reduced |
| Johnson Financial Group, Inc. | 13 | $8.59K | 0.00% | +13 | New |
| Creekmur Asset Management LLC | 12 | $8.18K | 0.00% | +12 | New |
| Ci Investments Inc. | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 11 | $7.27K | 0.01% | −16−59.3% | Reduced |
| Massmutual Trust Co FSB | 11 | $7.27K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $6.61K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 10 | $6.61K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10 | $6.61K | 0.00% | +2+25.0% | Added |
| Pineridge Advisors LLC | 8 | $5.36K | 0.00% | −9−52.9% | Reduced |
| Altshuler Shaham Ltd | 8 | $5.29K | 0.00% | −2−20.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 7 | $3.97K | 0.00% | +7 | New |
| Kilter Group LLC | 6 | $3.96K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 6 | $3.96K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $3.96K | 0.00% | +1+20.0% | Added |
| Caitong International Asset Management Co., Ltd | 6 | $3.96K | 0.00% | +6 | New |
| Geneos Wealth Management Inc. | 5 | $3.34K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 5 | $3.30K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 4 | $2.64K | 0.00% | −26−86.7% | Reduced |
| TFC Financial Management | 4 | $2.64K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $2.64K | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 3 | $2.02K | 0.00% | −448−99.3% | Reduced |
| Harbour Investments, Inc. | 3 | $1.98K | 0.00% | −38−92.7% | Reduced |
| JFS Wealth Advisors, LLC | 3 | $1.98K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $1.98K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $1.98K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 3 | $1.98K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $1.98K | 0.00% | +1+50.0% | Added |
| Atlantic Trust, LLC | 2 | $1.32K | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 2 | $1.32K | 0.00% | −2−50.0% | Reduced |
| AdvisorNet Financial, Inc | 1 | $661 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $661 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $661 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1 | $661 | 0.00% | +1 | New |
| ZRC Wealth Management, LLC | 1 | $661 | 0.00% | +1 | New |
| TD Asset Management Inc | 0 | $0 | 0.00% | −101,388−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −56,441−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −33,302−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −8,256−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,418−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −3,028−100.0% | Sold out |
| Convergence Financial, LLC | 0 | $0 | 0.00% | −2,281−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −2,260−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,964−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −1,472−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −1,348−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −1,085−100.0% | Sold out |
| LifeWealth Investments, LLC | 0 | $0 | 0.00% | −1,083−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,066−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −1,018−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −991−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −809−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −755−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −569−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −528−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −529−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |