Institutional Ownership Ubiquiti Inc. (UI)
This table provides information about the institutional ownership of Ubiquiti Inc. (UI). We have compiled data on the 327 institutions that hold shares in the stock, with a total of 3.15 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
10
shares
|
$4,752
0.0% of portfolio
|
Q1 2022
Added 25.0%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
10
shares
|
$4,752
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
10
shares
|
$4,752
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
9
shares
|
$4,276
0.0% of portfolio
|
Q2 2025
Added 80.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
8
shares
|
$3,801
0.0% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
6
shares
|
$2,851
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
6
shares
|
$2,851
0.0% of portfolio
|
Q2 2025
Reduced 95.56%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
5
shares
|
$2,376
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
5
shares
|
$2,376
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
5
shares
|
$2,376
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
5
shares
|
$2,376
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
4
shares
|
$1,900
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4
shares
|
$1,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
4
shares
|
$1,900
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
4
shares
|
$1,900
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
3
shares
|
$1,425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
3
shares
|
$1,425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
3
shares
|
$1,425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3
shares
|
$1,425
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2
shares
|
$950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2
shares
|
$950
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1
shares
|
$475
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
1
shares
|
$475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1
shares
|
$475
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1
shares
|
$475
0.0% of portfolio
|
Q2 2025
New holding
|