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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
257
shares
|
$103,573
0.0% of portfolio
|
Q1 2025
Added 119.66%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
247
shares
|
$99,543
0.0% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
242
shares
|
$97,528
0.0% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
229
shares
|
$92,289
0.0% of portfolio
|
Q4 2024
Added 89.26%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
200
shares
|
$80,602
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
191
shares
|
$76,974
0.0% of portfolio
|
Q1 2025
Added 91.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
176
shares
|
$70,929
0.0% of portfolio
|
Q1 2025
Reduced 91.98%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
172
shares
|
$69,317
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
169
shares
|
$68,108
0.02% of portfolio
|
Q4 2024
Added 152.24%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
156
shares
|
$62,869
0.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
139
shares
|
$56,018
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
135
shares
|
$54,406
0.0% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
135
shares
|
$54,406
0.0% of portfolio
|
Q1 2025
Added 297.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
122
shares
|
$49,167
0.0% of portfolio
|
Q1 2025
Added 60.53%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
108
shares
|
$43,525
0.01% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
106
shares
|
$42,719
0.0% of portfolio
|
Q1 2025
Added 45.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
103
shares
|
$41,510
0.0% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
93
shares
|
$37,479
0.01% of portfolio
|
Q1 2025
Added 78.85%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
90
shares
|
$36,270
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
90
shares
|
$36,270
0.0% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
88
shares
|
$35,464
0.0% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
80
shares
|
$32,240
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
80
shares
|
$32,240
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
79
shares
|
$31,837
0.0% of portfolio
|
Q2 2024
Added 1875.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
77
shares
|
$31,031
0.0% of portfolio
|
Q3 2022
New holding
|