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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
24
shares
|
$13,405
0.0% of portfolio
|
Q3 2025
Added 166.67%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
24
shares
|
$13,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
24
shares
|
$13,405
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
23
shares
|
$12,846
0.0% of portfolio
|
Q3 2025
Reduced 82.03%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
23
shares
|
$12,846
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
21
shares
|
$11,729
0.0% of portfolio
|
Q3 2025
Reduced 84.44%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
20
shares
|
$11,171
0.01% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
20
shares
|
$11,171
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
18
shares
|
$10,054
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
18
shares
|
$10,054
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
18
shares
|
$10,054
0.0% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
16
shares
|
$8,936
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
16
shares
|
$8,936
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
15
shares
|
$8,378
0.0% of portfolio
|
Q4 2021
Reduced 42.31%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
14
shares
|
$7,819
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
13
shares
|
$7,261
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
13
shares
|
$7,261
0.0% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
12
shares
|
$6,702
0.0% of portfolio
|
Q2 2025
Reduced 52.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
12
shares
|
$6,702
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
12
shares
|
$6,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
11
shares
|
$6,144
0.01% of portfolio
|
Q3 2025
Reduced 59.26%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
11
shares
|
$6,144
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
11
shares
|
$6,144
0.0% of portfolio
|
Q2 2025
Reduced 26.67%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
10
shares
|
$5,585
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
10
shares
|
$5,585
0.0% of portfolio
|
Q4 2020
New holding
|
|