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 |
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
554
shares
|
$263,271
0.02% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
552
shares
|
$262,321
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
540
shares
|
$256,618
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
531
shares
|
$252,341
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
529
shares
|
$251,391
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
528
shares
|
$250,916
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
525
shares
|
$249,490
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
518
shares
|
$246,163
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
515
shares
|
$244,738
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Absher Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
507
shares
|
$240,936
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
500
shares
|
$237,610
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
500
shares
|
$237,610
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
500
shares
|
$237,610
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
490
shares
|
$232,857
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
490
shares
|
$232,857
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
451
shares
|
$214,324
0.08% of portfolio
|
Q2 2025
Added 24.93%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
400
shares
|
$190,088
0.01% of portfolio
|
Q2 2025
Reduced 24.53%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
384
shares
|
$182,484
0.18% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
375
shares
|
$178,207
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
374
shares
|
$177,732
0.01% of portfolio
|
Q1 2025
Added 73.95%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
373
shares
|
$177,257
0.0% of portfolio
|
Q2 2025
Added 21.1%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
373
shares
|
$177,257
0.0% of portfolio
|
Q2 2025
Added 42.37%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
370
shares
|
$175,831
0.0% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
304
shares
|
$144,466
0.0% of portfolio
|
Q2 2025
Added 32.75%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
266
shares
|
$126,408
0.0% of portfolio
|
Q2 2025
Reduced 13.64%
|