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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,068
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,808
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3,754
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
3,710
shares
|
$2.07 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,621
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2025
Added 37.0%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
3,450
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
3,448
shares
|
$1.93 Million
0.19% of portfolio
|
Q3 2025
Added 132.82%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,443
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
3,398
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,264
shares
|
$1.82 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
3,212
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,034
shares
|
$1.69 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
2,935
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2025
Added 214.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,924
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 14, 2025 Q3 2025 |
2,784
shares
|
$1.56 Million
1.54% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,759
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,758
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.59%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,744
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
2,692
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 60.19%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
2,627
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2025
Reduced 77.74%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Nov 05, 2025 Q3 2025 |
2,622
shares
|
$1.46 Million
0.1% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,579
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,574
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,513
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 66.95%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
2,370
shares
|
$1.32 Million
0.21% of portfolio
|
Q3 2025
Reduced 35.49%
|
|