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 |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
21
shares
|
$9,023
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
20
shares
|
$8,594
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
20
shares
|
$8,594
0.0% of portfolio
|
Q1 2025
Added 233.33%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
18
shares
|
$7,734
0.0% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
18
shares
|
$7,734
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
17
shares
|
$7,304
0.0% of portfolio
|
Q1 2025
Added 70.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
15
shares
|
$6,445
0.0% of portfolio
|
Q4 2021
Reduced 42.31%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
15
shares
|
$6,445
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
14
shares
|
$6,015
0.0% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
13
shares
|
$5,586
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
12
shares
|
$5,156
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
12
shares
|
$5,156
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
11
shares
|
$4,726
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10
shares
|
$4,297
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
10
shares
|
$4,297
0.0% of portfolio
|
Q1 2022
Added 25.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
10
shares
|
$4,297
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
10
shares
|
$4,297
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
9
shares
|
$3,867
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
8
shares
|
$3,437
0.0% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
8
shares
|
$3,437
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
7
shares
|
$3,007
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7
shares
|
$3,007
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
6
shares
|
$2,578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
5
shares
|
$2,148
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
5
shares
|
$2,148
0.0% of portfolio
|
Q1 2025
New holding
|