Institutional Ownership Ubiquiti Inc. (UI)
This table provides information about the institutional ownership of Ubiquiti Inc. (UI). We have compiled data on the 290 institutions that hold shares in the stock, with a total of 2.88 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
75
shares
|
$32,227
0.01% of portfolio
|
Q2 2024
Added 22.95%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
75
shares
|
$32,227
0.0% of portfolio
|
Q1 2025
Added 20.97%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
70
shares
|
$30,079
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
63
shares
|
$27,071
0.0% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
58
shares
|
$24,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
58
shares
|
$24,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
56
shares
|
$24,063
0.01% of portfolio
|
Q4 2024
Reduced 46.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
55
shares
|
$23,633
0.0% of portfolio
|
Q1 2025
Added 103.7%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
53
shares
|
$22,774
0.0% of portfolio
|
Q3 2024
Reduced 94.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
50
shares
|
$21,485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
44
shares
|
$18,906
0.01% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
42
shares
|
$18,047
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
41
shares
|
$17,617
0.0% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
38
shares
|
$16,328
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
37
shares
|
$15,898
0.01% of portfolio
|
Q1 2025
Reduced 32.73%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
36
shares
|
$15,469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
34
shares
|
$14,609
0.0% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
33
shares
|
$14,180
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
32
shares
|
$13,750
0.0% of portfolio
|
Q1 2025
Reduced 17.95%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
27
shares
|
$11,601
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
27
shares
|
$11,601
0.01% of portfolio
|
Q1 2025
Added 42.11%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
26
shares
|
$11,172
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
25
shares
|
$10,742
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
25
shares
|
$10,742
0.0% of portfolio
|
Q1 2025
Added 108.33%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
24
shares
|
$10,312
0.0% of portfolio
|
Q3 2024
New holding
|