Institutional Ownership Ubiquiti Inc. (UI)
This table provides information about the institutional ownership of Ubiquiti Inc. (UI). We have compiled data on the 327 institutions that hold shares in the stock, with a total of 3.15 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
4,358
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,217
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
4,178
shares
|
$1.99 Million
0.08% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
3,926
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
3,895
shares
|
$1.85 Million
0.1% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,798
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.25%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,704
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
3,700
shares
|
$1.76 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Aug 14, 2025 Q2 2025 |
3,674
shares
|
$1.75 Million
0.19% of portfolio
|
Q2 2025
Added 290.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
3,511
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Added 422.47%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3,455
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
3,395
shares
|
$1.61 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
3,109
shares
|
$1.48 Million
1.18% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
3,028
shares
|
$1.44 Million
0.26% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
2,900
shares
|
$1.38 Million
0.22% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
2,850
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,758
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.59%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,744
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,699
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,662
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,643
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
2,602
shares
|
$1.24 Million
0.06% of portfolio
|
Q1 2025
Reduced 22.65%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,554
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
2,527
shares
|
$1.2 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,503
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 90.46%
|