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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
81
shares
|
$25,918
0.0% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
80
shares
|
$25,598
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
79
shares
|
$25,278
0.0% of portfolio
|
Q2 2024
Added 1875.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
77
shares
|
$24,638
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
76
shares
|
$24,318
0.0% of portfolio
|
Q4 2024
Added 24.59%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
76
shares
|
$24,318
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
76
shares
|
$24,318
0.0% of portfolio
|
Q2 2024
Added 1.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
75
shares
|
$23,998
0.01% of portfolio
|
Q2 2024
Added 22.95%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
75
shares
|
$23,998
0.0% of portfolio
|
Q3 2023
Reduced 34.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
73
shares
|
$23,358
0.0% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
62
shares
|
$19,838
0.0% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
60
shares
|
$19,198
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
56
shares
|
$17,918
0.01% of portfolio
|
Q4 2024
Reduced 46.67%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
55
shares
|
$17,598
0.01% of portfolio
|
Q4 2024
Reduced 79.32%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
54
shares
|
$17,278
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
53
shares
|
$16,958
0.0% of portfolio
|
Q3 2024
Reduced 94.93%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
52
shares
|
$16,638
0.01% of portfolio
|
Q4 2024
Added 116.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
43
shares
|
$13,759
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
39
shares
|
$12,479
0.01% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
35
shares
|
$11,199
0.0% of portfolio
|
Q4 2024
Reduced 45.31%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
34
shares
|
$10,879
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
27
shares
|
$8,639
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
25
shares
|
$7,999
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vega Investment Solutions
Paris, I0 |
Feb 18, 2025 Q4 2024 |
25
shares
|
$7,999
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
24
shares
|
$7,679
0.0% of portfolio
|
Q3 2024
New holding
|