Institutional Ownership Ubiquiti Inc. (UI)
This table provides information about the institutional ownership of Ubiquiti Inc. (UI). We have compiled data on the 365 institutions that hold shares in the stock, with a total of 2.99 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,104
shares
|
$616,650
0.0% of portfolio
|
Q3 2025
Added 15.97%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,064
shares
|
$594,307
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
1,058
shares
|
$590,956
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
1,046
shares
|
$584,253
0.14% of portfolio
|
Q3 2025
Reduced 63.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,039
shares
|
$580,343
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Jan 27, 2026 Q4 2025 |
1,039
shares
|
$580,343
0.03% of portfolio
|
Q4 2025
Reduced 1.61%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,025
shares
|
$572,524
0.02% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
1,002
shares
|
$559,677
0.01% of portfolio
|
Q4 2025
Reduced 68.8%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
1,000
shares
|
$558,560
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
986
shares
|
$550,740
0.03% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
984
shares
|
$549,623
0.25% of portfolio
|
Q3 2025
Reduced 48.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
981
shares
|
$547,947
0.0% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
968
shares
|
$540,686
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
942
shares
|
$526,163
0.01% of portfolio
|
Q3 2025
Added 64.11%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
938
shares
|
$523,929
0.16% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
902
shares
|
$503,821
0.05% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
890
shares
|
$497,118
0.0% of portfolio
|
Q3 2025
Reduced 24.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
888
shares
|
$496,001
0.01% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
876
shares
|
$489,298
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
875
shares
|
$488,739
0.26% of portfolio
|
Q4 2025
Added 12.9%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
858
shares
|
$479,244
0.0% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
833
shares
|
$465,280
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
805
shares
|
$449,640
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
801
shares
|
$447,406
0.25% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
798
shares
|
$445,730
0.01% of portfolio
|
Q3 2025
Reduced 44.16%
|
|