Institutional Ownership Ubiquiti Inc. (UI)
This table provides information about the institutional ownership of Ubiquiti Inc. (UI). We have compiled data on the 259 institutions that hold shares in the stock, with a total of 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $772 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
1,239
shares
|
$396,455
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
1,230
shares
|
$393,575
0.0% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,224
shares
|
$391,655
0.0% of portfolio
|
Q4 2024
Reduced 90.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,211
shares
|
$387,495
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,208
shares
|
$386,535
0.0% of portfolio
|
Q4 2024
Added 12.48%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Feb 11, 2025 Q4 2024 |
1,148
shares
|
$367,337
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Martingale Asset Management L P
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,123
shares
|
$359,337
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,107
shares
|
$354,217
0.0% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,099
shares
|
$351,658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
1,095
shares
|
$350,378
0.0% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
1,085
shares
|
$347,178
0.01% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
1,065
shares
|
$340,778
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
1,060
shares
|
$339,178
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,039
shares
|
$332,459
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,019
shares
|
$326,059
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$319,980
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
1,000
shares
|
$319,980
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Woodline Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
994
shares
|
$318,060
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
968
shares
|
$309,740
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
957
shares
|
$306,220
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
946
shares
|
$302,701
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
919
shares
|
$294,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
910
shares
|
$291,181
0.03% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Feb 12, 2025 Q4 2024 |
890
shares
|
$284,782
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
885
shares
|
$283,182
0.1% of portfolio
|
Q4 2024
New holding
|