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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,181
shares
|
$659,659
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,180
shares
|
$659,100
0.0% of portfolio
|
Q3 2025
Reduced 86.39%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
1,143
shares
|
$638,434
0.03% of portfolio
|
Q2 2025
Added 67.35%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
1,124
shares
|
$627,821
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,117
shares
|
$623,911
0.0% of portfolio
|
Q3 2025
Added 50.54%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,104
shares
|
$616,650
0.0% of portfolio
|
Q3 2025
Added 15.97%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,064
shares
|
$594,307
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
1,060
shares
|
$592,073
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
1,058
shares
|
$590,956
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
1,056
shares
|
$589,839
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
1,046
shares
|
$584,253
0.14% of portfolio
|
Q3 2025
Reduced 63.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,039
shares
|
$580,343
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,025
shares
|
$572,524
0.02% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
1,000
shares
|
$558,560
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
986
shares
|
$550,740
0.03% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
984
shares
|
$549,623
0.25% of portfolio
|
Q3 2025
Reduced 48.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
981
shares
|
$547,947
0.0% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
968
shares
|
$540,686
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
947
shares
|
$528,956
0.21% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
942
shares
|
$526,163
0.01% of portfolio
|
Q3 2025
Added 64.11%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
902
shares
|
$503,821
0.05% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
894
shares
|
$499,352
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
890
shares
|
$497,118
0.0% of portfolio
|
Q3 2025
Reduced 24.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
890
shares
|
$497,118
0.01% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
876
shares
|
$489,298
0.0% of portfolio
|
Q3 2025
New holding
|
|