UI · Company research
Ubiquiti Inc. Common Stock (UI): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| MEEDER ASSET MANAGEMENT INC | 809443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1796 | 959118 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10985 | 5866291 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RIVERSEDGE ADVISORS, LLC | 1787663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 376 | 200795 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 21362 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46462 | 24812102 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 413 | 220554 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8842 | 4721893 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 508 | 271287 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1436 | 767 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Jain Global LLC | 2024579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 426 | 227497 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 771 | 424813 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 700 | 374 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 497 | 265 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 458 | 244611 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1645 | 878484 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10740 | 5735482 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24002 | 12817788 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108 | 57675 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ATWOOD & PALMER INC | 1044929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 19124 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 17623 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Penserra Capital Management LLC | 1593324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24 | 12 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 2670 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168 | 89717 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121 | 64618 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VEGA INVESTMENT SOLUTIONS | 2056914 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 13351 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 820 | 438191 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Plum Street Advisors, LLC | 2068236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1880 | 1003976 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AdvisorNet Financial, Inc | 1409362 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 534 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53537 | 28590174 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 1845849 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172 | 91853 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| USS Investment Management Ltd | 1587381 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5134 | 2741376 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 490 | 261675 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42198 | 22535007 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Havemeyer Place LP | 2026128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 487 | 260073 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2882 | 1539074 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 505 | 269685 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AVIVA PLC | 1140022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 912 | 487035 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Prostatis Group LLC | 1649186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 409 | 218418 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COMPASS FINANCIAL MANAGEMENT LLC | 2148724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64 | 34905 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4122 | 2201147 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27467 | 14668202 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1099 | 586899 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25096 | 13402017 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERICAN NATIONAL BANK & TRUST | 1272164 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 261 | 139381 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6141 | 3279478 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4160 | 2221577 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 3205 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BOOTHBAY FUND MANAGEMENT, LLC | 1549230 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 984 | 525486 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 9 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Sumitomo Mitsui Trust Group, Inc. | 1475365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1247 | 665935 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Johnson Financial Group, Inc. | 1477024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 6943 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NATIONAL BANK OF CANADA /FI/ | 926171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 319 | 170199 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Merit Financial Group, LLC | 1621225 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 407 | 217350 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| GREENLEAF TRUST | 1162170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 483 | 257936 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2030780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2828 | 1526020 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66384 | 35451185 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WealthCollab, LLC | 2017870 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38 | 20294 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 938076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3465 | 1850414 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1140 | 608794 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Arkadios Wealth Advisors | 1800798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 407 | 217562 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Cumberland Partners Ltd | 1578985 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2420 | 1292353 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Numerai GP LLC | 1668527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 549 | 293182 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| New York Life Investment Management LLC | 1133639 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 920 | 491308 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 18691 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52005 | 27772230 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6931 | 3701362 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19784 | 10565250 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 1602 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Harvest Fund Management Co., Ltd | 1694126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 234 | 125 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 7 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Capital Impact Advisors, LLC | 1602198 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37507 | 20029863 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2155 | 1150835 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20212 | 10793875 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Morningstar Investment Management LLC | 1673385 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1483 | 1172000 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Stone House Investment Management, LLC | 1696497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 534 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Impact Partnership Wealth, LLC | 1984555 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3116 | 1664044 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 546 | 291583 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NORTH STAR ASSET MANAGEMENT INC | 1056559 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 267015 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Diversify Advisory Services, LLC | 2021232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2828 | 1526020 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Blue Trust, Inc. | 1856022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 8010 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.