Institutional Ownership Ubiquiti Inc. (UI)
This table provides information about the institutional ownership of Ubiquiti Inc. (UI). We have compiled data on the 381 institutions that hold shares in the stock, with a total of 2.82 Million shares, which have been reported (via 13F filing form) to have a value of $1.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
10
shares
|
$5,585
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
10
shares
|
$5,585
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
10
shares
|
$5,585
0.0% of portfolio
|
Q1 2022
Added 25.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
8
shares
|
$4,468
0.0% of portfolio
|
Q3 2025
Reduced 52.94%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
8
shares
|
$4,468
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
7
shares
|
$3,909
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
6
shares
|
$3,351
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
6
shares
|
$3,351
0.0% of portfolio
|
Q2 2025
Reduced 95.56%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
6
shares
|
$3,351
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
6
shares
|
$3,351
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
5
shares
|
$2,792
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5
shares
|
$2,792
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
4
shares
|
$2,234
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4
shares
|
$2,234
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
4
shares
|
$2,234
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
4
shares
|
$2,234
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3
shares
|
$1,675
0.0% of portfolio
|
Q3 2025
Reduced 92.68%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
3
shares
|
$1,675
0.0% of portfolio
|
Q3 2025
Reduced 89.29%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
3
shares
|
$1,675
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
3
shares
|
$1,675
0.0% of portfolio
|
Q3 2025
Reduced 99.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3
shares
|
$1,675
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
3
shares
|
$1,675
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
3
shares
|
$1,675
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
2
shares
|
$1,117
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
2
shares
|
$1,117
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|