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 $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
28,931
shares
|
$12.6 Million
1.29% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
28,702
shares
|
$12.5 Million
0.0% of portfolio
|
Q1 2025
Added 133.82%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
28,132
shares
|
$12.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
26,235
shares
|
$11.4 Million
0.02% of portfolio
|
Q1 2025
Added 1396.58%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
22,178
shares
|
$9.67 Million
0.0% of portfolio
|
Q1 2025
Added 56.08%
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
20,790
shares
|
$9.07 Million
4.11% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Capital World Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
20,700
shares
|
$9.03 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
20,480
shares
|
$8.93 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
16,711
shares
|
$7.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
16,331
shares
|
$7.12 Million
0.0% of portfolio
|
Q1 2025
Added 27.7%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
16,277
shares
|
$7.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
15,354
shares
|
$6.7 Million
0.0% of portfolio
|
Q1 2025
Added 264.7%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
15,028
shares
|
$6.55 Million
0.16% of portfolio
|
Q1 2025
Added 46.5%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
13,768
shares
|
$6 Million
0.0% of portfolio
|
Q1 2025
Added 12.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
13,522
shares
|
$5.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
13,265
shares
|
$5.78 Million
0.0% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
May 05, 2025 Q1 2025 |
12,600
shares
|
$5.49 Million
1.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,419
shares
|
$4.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
11,066
shares
|
$4.83 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
10,842
shares
|
$4.73 Million
0.93% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
9,932
shares
|
$4.33 Million
0.03% of portfolio
|
Q1 2025
Added 30.79%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
9,465
shares
|
$4.13 Million
0.0% of portfolio
|
Q1 2025
Added 126.33%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
9,227
shares
|
$4.02 Million
0.53% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Treasurer Of The State Of North Carolina
|
May 15, 2025 Q1 2025 |
8,333
shares
|
$3.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
8,170
shares
|
$3.56 Million
0.01% of portfolio
|
Q1 2025
Added 60.45%
|