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Ubiquiti (UI) Institutional Ownership

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$475.93 +10.84 (+2.33%)
Closing price 03:59 PM Eastern
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$478.39 +2.46 (+0.52%)
As of 05:41 PM Eastern
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Institutional Ownership Changes (13F Filings) for Ubiquiti (NYSE:UI)

Current
Institutional Ownership
Percentage
4.00%
Number of
Institutional Buyers
(last 12 months)
187
Total
Institutional Inflows
(last 12 months)
$463.45M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$147.00M
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UI Institutional Buying and Selling by Quarter

Ubiquiti Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025Handelsbanken Fonder AB1,300$535K0.0%N/A0.002%
8/12/2025Catalyst Funds Management Pty Ltd1,000$412K0.1%N/A0.002%
8/11/2025Wealthspire Advisors LLC490$202K0.0%N/A0.001%
8/8/2025 Kingsview Wealth Management LLC8,256$3.40M0.1%N/A0.014%
8/8/2025 Cetera Investment Advisers757$312K0.0%N/A0.001%
8/8/2025 Creative Planning4,358$1.79M0.0%-4.3%0.007%
8/8/2025 SG Americas Securities LLC1,617$666K0.0%+208.6%0.003%
8/8/2025 OmniStar Financial Group Inc.1,018$419K0.3%+7.5%0.002%
8/8/2025 Police & Firemen s Retirement System of New Jersey655$270K0.0%-58.1%0.001%
8/8/2025 Geode Capital Management LLC70,152$28.89M0.0%+4.6%0.116%
8/8/2025 SBI Securities Co. Ltd.165$68K0.0%+200.0%0.000%
8/7/2025 Illinois Municipal Retirement Fund7,549$3.11M0.0%+310.3%0.012%
8/7/2025Aviva PLC1,171$482K0.0%-39.5%0.002%
8/7/2025 Los Angeles Capital Management LLC924$380K0.0%-30.9%0.002%
8/6/2025 AE Wealth Management LLC4,217$1.74M0.0%-0.7%0.007%
8/6/2025 Fox Run Management L.L.C.2,149$885K0.1%N/A0.004%
8/6/2025 Convergence Financial LLC2,281$939K0.2%N/A0.004%
8/5/2025 Hussman Strategic Advisors Inc.16,800$6.92M1.6%+33.3%0.028%
8/5/2025 Bank of New York Mellon Corp56,639$23.32M0.0%-9.6%0.094%
8/5/2025 Bank of Montreal Can1,076$443K0.0%-4.5%0.002%
8/5/2025 Versor Investments LP2,900$1.19M0.2%-9.4%0.005%
8/4/2025 Strs Ohio2,245$924K0.0%-14.4%0.004%
8/4/2025 Amalgamated Bank373$154K0.0%+42.4%0.001%
8/4/2025 Atria Investments Inc569$234K0.0%N/A0.001%
8/4/2025 Assetmark Inc.3,455$1.42M0.0%+4.3%0.006%
8/4/2025 Daymark Wealth Partners LLC3,395$1.40M0.1%N/A0.006%
8/1/2025 Motley Fool Asset Management LLC975$401K0.0%-3.0%0.002%
8/1/2025 Logan Capital Management Inc.23,977$9.87M0.5%-20.8%0.040%
8/1/2025 Bessemer Group Inc.709$292K0.0%+7,777.8%0.001%
8/1/2025 Envestnet Asset Management Inc.8,672$3.57M0.0%+15.0%0.014%
7/31/2025 Nisa Investment Advisors LLC7,603$3.13M0.0%+57.6%0.013%
7/31/2025 AlphaQuest LLC579$238K0.0%+101.0%0.001%
7/31/2025 Carnegie Investment Counsel3,700$1.52M0.0%-3.9%0.006%
7/30/2025 LifeWealth Investments LLC540$222K0.1%N/A0.001%
7/30/2025 Cullen Frost Bankers Inc.94$39K0.0%+1,075.0%0.000%
7/30/2025 Financial Perspectives Inc206$85K0.0%+21.9%0.000%
7/29/2025 Balboa Wealth Partners3,028$1.25M0.2%-11.8%0.005%
7/29/2025 Stratos Wealth Partners LTD.632$260K0.0%N/A0.001%
7/28/2025 Bayforest Capital Ltd242$100K0.0%-62.7%0.000%
7/28/2025 TD Asset Management Inc101,388$41.74M0.0%-7.6%0.168%
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7/25/2025 Atria Wealth Solutions Inc.600$247K0.0%N/A0.001%
7/25/2025 Sequoia Financial Advisors LLC563$232K0.0%N/A0.001%
7/25/2025 SW Investment Management LLC250,000$102.91M24.6%-13.8%0.413%
7/25/2025 RHS Financial LLC809$333K0.2%N/A0.001%
7/25/2025 CWM LLC2,699$1.11M0.0%+6.6%0.004%
7/25/2025 Vanguard Personalized Indexing Management LLC1,317$543K0.0%+72.8%0.002%
7/24/2025 Monument Capital Management8,387$3.45M0.9%+578.0%0.014%
7/24/2025 IFP Advisors Inc400$165K0.0%-24.5%0.001%
7/22/2025 Valeo Financial Advisors LLC1,025$422K0.0%+2.5%0.002%
7/22/2025 Iron Horse Wealth Management LLC132$54K0.0%N/A0.000%
7/21/2025 Intrinsic Value Partners LLC3,109$1.28M1.1%-1.7%0.005%
7/21/2025 Abacus Planning Group Inc.515$212K0.0%N/A0.001%
7/18/2025 Truist Financial Corp1,472$606K0.0%+16.6%0.002%
7/17/2025 One Wealth Advisors LLC531$219K0.0%N/A0.001%
7/17/2025 Greenleaf Trust552$227K0.0%N/A0.001%
7/17/2025 Raleigh Capital Management Inc.451$186K0.1%+24.9%0.001%
7/17/2025 GC Wealth Management RIA LLC1,250$515K0.0%-17.4%0.002%
7/16/2025 Signaturefd LLC373$154K0.0%+21.1%0.001%
7/16/2025 American National Bank & Trust2,311$951K0.1%-14.6%0.004%
7/15/2025 Oxinas Partners Wealth Management LLC1,125$463K0.2%-41.8%0.002%
7/15/2025 Retireful LLC2,495$1.03M0.7%-30.6%0.004%
7/15/2025 Public Employees Retirement System of Ohio1,307$538K0.0%+2.0%0.002%
7/15/2025 Accurate Wealth Management LLC529$211K0.0%N/A0.001%
7/15/2025 Main Street Group LTD100$41K0.0%N/A0.000%
7/14/2025 GAMMA Investing LLC159$65K0.0%+20.5%0.000%
7/11/2025 Abacus FCF Advisors LLC33,302$13.71M1.9%+0.6%0.055%
7/10/2025 Wealth Enhancement Advisory Services LLC2,503$1.06M0.0%-90.5%0.004%
7/10/2025 Wedmont Private Capital697$281K0.0%+4.7%0.001%
7/9/2025 Pallas Capital Advisors LLC1,143$471K0.0%+67.3%0.002%
7/9/2025 Baron Wealth Management LLC927$382K0.1%N/A0.002%
5/29/2025Rhumbline Advisers4,472$1.39M0.0%-1.0%0.007%
5/28/2025 Strs Ohio2,622$813K0.0%N/A0.004%
5/21/2025 Acadian Asset Management LLC1,129$349K0.0%-30.6%0.002%
5/20/2025Capital Impact Advisors LLC22,691$7.04M2.7%N/A0.038%
5/19/2025Jane Street Group LLC13,768$4.27M0.0%+12.9%0.023%
5/19/2025 Bayforest Capital Ltd649$201K0.1%N/A0.001%
5/16/2025Woodline Partners LP1,214$377K0.0%+22.1%0.002%
5/16/2025 Logan Capital Management Inc.30,279$9.39M0.4%-0.9%0.050%
5/16/2025Faithward Advisors LLC9,227$2.86M0.5%-5.9%0.015%
5/16/2025Caxton Associates LLP5,947$1.84M0.1%N/A0.010%
5/16/2025Goldman Sachs Group Inc.33,836$10.49M0.0%+33.8%0.056%
5/16/2025Millennium Management LLC32,744$10.16M0.0%-36.7%0.054%
5/16/2025Jacobs Levy Equity Management Inc.45,142$14M0.1%+139.7%0.075%
5/16/2025Gotham Asset Management LLC35,662$11.06M0.1%+10.4%0.059%
5/16/2025Edmond DE Rothschild Holding S.A.1,600$496K0.0%-5.9%0.003%
5/16/2025AQR Capital Management LLC232,015$70.52M0.1%+133.9%0.384%
5/15/2025Maverick Capital Ltd.4,169$1.29M0.0%N/A0.007%
5/15/2025Cubist Systematic Strategies LLC4,906$1.52M0.0%-63.7%0.008%
5/15/2025Royal Bank of Canada13,522$4.19M0.0%-0.3%0.022%
5/15/2025 Twin Tree Management LP374$116K0.0%N/A0.001%
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5/15/2025Vident Advisory LLC654$203K0.0%N/A0.001%
5/14/2025CreativeOne Wealth LLC789$245K0.0%+6.9%0.001%
5/14/2025Ieq Capital LLC4,698$1.46M0.0%-15.6%0.008%
5/14/2025Epoch Investment Partners Inc.60,929$18.90M0.1%N/A0.101%
5/14/2025Northwestern Mutual Wealth Management Co.826$256K0.0%+225.2%0.001%
5/14/2025 AlphaQuest LLC288$89K0.0%+14,300.0%0.000%
5/14/2025Estate Counselors LLC10,842$3.36M0.3%+1.2%0.018%
5/14/2025Martingale Asset Management L P1,255$389K0.0%+11.8%0.002%
5/14/2025EntryPoint Capital LLC1,498$465K0.2%-47.0%0.002%
5/14/2025Hsbc Holdings PLC2,029$621K0.0%N/A0.003%
(Data available from 1/1/2016 forward)

UI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UI shares?

During the previous two years, 259 institutional investors and hedge funds held shares of Ubiquiti. The most heavily invested institutionals were SW Investment Management LLC ($102.91M), AQR Capital Management LLC ($70.52M), Renaissance Technologies LLC ($66.37M), TD Asset Management Inc ($41.74M), Arrowstreet Capital Limited Partnership ($37.61M), Pacer Advisors Inc. ($33.79M), and Geode Capital Management LLC ($28.89M).Learn more on Ubiquiti's institutional investors.

What percentage of Ubiquiti's stock is owned by institutional investors?

4.00% of Ubiquiti's stock is owned by institutional investors. Learn more on UI's institutional investor holdings.

Which institutional investors have been buying Ubiquiti's stock?

Of the 225 institutional investors that purchased Ubiquiti's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SW Investment Management LLC ($249K), AQR Capital Management LLC ($193.51K), TD Asset Management Inc ($109.67K), Pacer Advisors Inc. ($108.93K), Arrowstreet Capital Limited Partnership ($102.27K), Proficio Capital Partners LLC ($92.94K), and Epoch Investment Partners Inc. ($60.93K).

How much institutional buying is happening at Ubiquiti?

Institutional investors have bought a total of 1,558,218 shares in the last 24 months. This purchase volume represents approximately $482.31M in transactions.

Which of Ubiquiti's major shareholders have been selling company stock?

Of the 88 institutional investors that sold Ubiquiti's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($83.17K), Squarepoint Ops LLC ($53.86K), SW Investment Management LLC ($40K), Millennium Management LLC ($28.49K), First Trust Advisors LP ($23.88K), Wealth Enhancement Advisory Services LLC ($23.73K), and Bank of America Corp DE ($22.23K).

How much institutional selling is happening at Ubiquiti?

Institutional investors have sold a total of 450,372 shares in the last 24 months. This volume of shares sold represents approximately $147.37M in transactions.



This page (NYSE:UI) was last updated on 8/12/2025 by MarketBeat.com Staff
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