Institutional Ownership Ubiquiti Inc. (UI)
This table provides information about the institutional ownership of Ubiquiti Inc. (UI). We have compiled data on the 292 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 $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$403,010
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
972
shares
|
$391,725
0.12% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
968
shares
|
$390,113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
947
shares
|
$381,650
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
941
shares
|
$379,232
0.04% of portfolio
|
Q1 2025
Reduced 24.05%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
927
shares
|
$373,590
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
920
shares
|
$370,769
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
912
shares
|
$367,545
0.03% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
905
shares
|
$364,724
0.02% of portfolio
|
Q1 2025
Added 19.24%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
859
shares
|
$346,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
826
shares
|
$332,886
0.0% of portfolio
|
Q1 2025
Added 225.2%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
815
shares
|
$328,453
0.0% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
813
shares
|
$327,647
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
806
shares
|
$324,826
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
789
shares
|
$317,974
0.01% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
775
shares
|
$312,332
0.12% of portfolio
|
Q1 2025
Added 24.8%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
May 13, 2025 Q1 2025 |
765
shares
|
$308,302
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
762
shares
|
$307,093
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
748
shares
|
$301,451
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
743
shares
|
$299,436
0.01% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
742
shares
|
$299,033
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
722
shares
|
$290,973
0.06% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
709
shares
|
$285,734
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
700
shares
|
$282,107
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
697
shares
|
$280,897
0.01% of portfolio
|
Q2 2025
Added 4.65%
|