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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
242
shares
|
$105,536
0.0% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
229
shares
|
$99,866
0.0% of portfolio
|
Q4 2024
Added 89.26%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
200
shares
|
$87,220
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
176
shares
|
$76,753
0.0% of portfolio
|
Q1 2025
Reduced 91.98%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
172
shares
|
$75,009
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
169
shares
|
$73,700
0.02% of portfolio
|
Q4 2024
Added 152.24%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
156
shares
|
$68,031
0.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
139
shares
|
$60,617
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
135
shares
|
$58,873
0.0% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
135
shares
|
$58,873
0.0% of portfolio
|
Q1 2025
Added 297.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
122
shares
|
$53,204
0.0% of portfolio
|
Q1 2025
Added 60.53%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
111
shares
|
$48,407
0.01% of portfolio
|
Q1 2025
Added 484.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
106
shares
|
$46,226
0.0% of portfolio
|
Q1 2025
Added 45.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
104
shares
|
$45,354
0.0% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
100
shares
|
$43,610
0.0% of portfolio
|
Q1 2025
Reduced 47.37%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
93
shares
|
$40,557
0.01% of portfolio
|
Q1 2025
Added 78.85%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
90
shares
|
$39,249
0.0% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
90
shares
|
$39,249
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
88
shares
|
$38,376
0.0% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
80
shares
|
$34,888
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
80
shares
|
$34,888
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
79
shares
|
$34,451
0.0% of portfolio
|
Q2 2024
Added 1875.0%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
77
shares
|
$33,579
0.0% of portfolio
|
Q1 2025
Added 42.59%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
77
shares
|
$33,579
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
76
shares
|
$33,143
0.0% of portfolio
|
Q2 2024
Added 1.33%
|