Institutional Ownership Ubiquiti Inc. (UI)
This table provides information about the institutional ownership of Ubiquiti Inc. (UI). We have compiled data on the 380 institutions that hold shares in the stock, with a total of 2.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
245
shares
|
$136,847
0.0% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
242
shares
|
$135,171
0.08% of portfolio
|
Q3 2025
Added 134.95%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
206
shares
|
$115,063
0.04% of portfolio
|
Q2 2025
Added 21.89%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
200
shares
|
$111,711
0.0% of portfolio
|
Q3 2025
Reduced 77.78%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
200
shares
|
$111,711
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
172
shares
|
$96,072
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
158
shares
|
$88,252
0.01% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
142
shares
|
$79,315
0.0% of portfolio
|
Q3 2025
Added 31.48%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
139
shares
|
$77,639
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
132
shares
|
$73,729
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2025 Q3 2025 |
128
shares
|
$71,495
0.0% of portfolio
|
Q3 2025
Reduced 93.32%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
116
shares
|
$64,792
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
115
shares
|
$64,234
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
115
shares
|
$64,234
0.01% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
110
shares
|
$61,441
0.0% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
102
shares
|
$56,973
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
101
shares
|
$56,414
0.0% of portfolio
|
Q3 2025
Reduced 95.5%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
100
shares
|
$55,855
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
80
shares
|
$44,684
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
80
shares
|
$44,684
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
79
shares
|
$44,126
0.01% of portfolio
|
Q2 2024
Added 1875.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
77
shares
|
$43,009
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
76
shares
|
$42,450
0.0% of portfolio
|
Q3 2025
Added 31.03%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
75
shares
|
$41,891
0.0% of portfolio
|
Q1 2025
Added 20.97%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
75
shares
|
$41,891
0.01% of portfolio
|
Q2 2024
Added 22.95%
|
|