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 |
|---|---|---|---|---|---|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
2,359
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 57.84%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
2,335
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.64%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
2,311
shares
|
$1.29 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.63%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,295
shares
|
$1.28 Million
0.2% of portfolio
|
Q4 2024
Added 138.57%
|
|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
2,274
shares
|
$1.27 Million
1.52% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,225
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 39.86%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
2,222
shares
|
$1.24 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,180
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 48.3%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
2,158
shares
|
$1.21 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
2,026
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,983
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 51.61%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
1,947
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Added 27.67%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,942
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Added 22.83%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
1,912
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
1,880
shares
|
$1.05 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,877
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 77.58%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
1,797
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Reduced 25.03%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
1,772
shares
|
$989,768
0.1% of portfolio
|
Q3 2025
Reduced 29.88%
|
|
|
Jupiter Asset Management LTD
|
Nov 10, 2025 Q3 2025 |
1,706
shares
|
$952,903
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
1,676
shares
|
$936,146
0.04% of portfolio
|
Q3 2025
Added 28.43%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
1,662
shares
|
$928,326
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
1,613
shares
|
$900,957
0.03% of portfolio
|
Q3 2025
Reduced 82.58%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
1,609
shares
|
$898,723
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,582
shares
|
$883,641
0.0% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,504
shares
|
$840,074
0.0% of portfolio
|
Q3 2025
Reduced 13.16%
|
|