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Institutional Ownership · SEC Form 13F

Who owns Ubiquiti (UI)


Which tracked institutional funds hold UI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UI company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

333
Institutional holders
3M
Shares held (tracked funds)
4.7%
Of shares outstanding

Conviction spread

UI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes UI more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in UI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their UI positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Holder changes are not shown this quarter: many holders could not be matched across the two filings, most often because the security's identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Funds that held UI in the 2026-Q1 filings and are missing from 2026-Q2 may still hold it, so we do not name them as exits or read the quarter as buying or selling.

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added305,245$163M11.3%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed198,344$106M7.3%2026-Q2
SW Investment Management LLC trimmed140,000$75M5.2%2026-Q2
Capital World Investors added113,839$61M4.2%2026-Q2
STATE STREET CORP added101,663$54M3.8%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed91,450$49M3.4%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed74,029$40M2.7%2026-Q2
GOLDMAN SACHS GROUP INC trimmed69,500$37M2.6%2026-Q2
MORGAN STANLEY trimmed68,963$37M2.5%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed67,472$36M2.5%2026-Q2
Invesco Ltd. added66,159$35M2.4%2026-Q2
MILLENNIUM MANAGEMENT LLC added65,008$35M2.4%2026-Q2
Bank of New York Mellon Corp added56,337$30M2.1%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added52,005$28M1.9%2026-Q2
Walleye Capital LLC added51,332$27M1.9%2026-Q2
JPMORGAN CHASE & CO added48,222$26M1.8%2026-Q2
Qube Research & Technologies Ltd added46,462$25M1.7%2026-Q2
NORGES BANK added45,444$24M1.7%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed43,271$23M1.6%2026-Q2
FIRST TRUST ADVISORS LP added42,198$23M1.6%2026-Q2
Gotham Asset Management, LLC trimmed40,689$22M1.5%2026-Q2
FEDERATED HERMES, INC. added39,357$21M1.5%2026-Q2
Capital Impact Advisors, LLC added37,507$20M1.4%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD added35,840$19M1.3%2026-Q2
LONG WALK MANAGEMENT LP trimmed34,532$18M1.3%2026-Q2
CITIGROUP INC added33,800$18M1.2%2026-Q2
BANK OF AMERICA CORP /DE/ added33,044$18M1.2%2026-Q2
UBS Group AG added32,298$17M1.2%2026-Q2
NORTHERN TRUST CORP added29,360$16M1.1%2026-Q2
BARCLAYS PLC added28,789$15M1.1%2026-Q2
LOGAN CAPITAL MANAGEMENT INC trimmed26,153$14M1.0%2026-Q2
CITADEL ADVISORS LLC added25,295$14M0.9%2026-Q2
DEUTSCHE BANK AG\ added24,029$13M0.9%2026-Q2
VANGUARD FIDUCIARY TRUST CO added24,002$13M0.9%2026-Q2
Quantinno Capital Management LP added20,212$11M0.7%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added19,851$11M0.7%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed19,785$11M0.7%2026-Q2
Point72 Asset Management, L.P. added18,740$10M0.7%2026-Q2
SALEM INVESTMENT COUNSELORS INC trimmed18,628$10M0.7%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC added17,577$9M0.6%2026-Q2
Legal & General Group Plc added16,602$9M0.6%2026-Q2
FRANKLIN RESOURCES INC trimmed16,202$9M0.6%2026-Q2
Squarepoint Ops LLC trimmed15,616$8M0.6%2026-Q2
ROYAL BANK OF CANADA added15,007$8M0.6%2026-Q2
TUDOR INVESTMENT CORP ET AL trimmed14,509$8M0.5%2026-Q2
OPPENHEIMER & CO INC trimmed13,874$7M0.5%2026-Q2
NAVELLIER & ASSOCIATES INC trimmed13,120$7M0.5%2026-Q2
RHUMBLINE ADVISERS trimmed10,985$6M0.4%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added10,740$6M0.4%2026-Q2
Inspire Investing, LLC added10,740$6M0.4%2026-Q2
LPL Financial LLC trimmed10,402$6M0.4%2026-Q2
HUSSMAN STRATEGIC ADVISORS, INC. added9,450$5M0.3%2026-Q2
Nuveen, LLC trimmed9,299$5M0.3%2026-Q2
Trexquant Investment LP trimmed8,842$5M0.3%2026-Q2
OCCUDO QUANTITATIVE STRATEGIES LP trimmed8,746$5M0.3%2026-Q2
WORLDQUANT MILLENNIUM ADVISORS LLC new8,635$5M0.3%2026-Q2
JANE STREET GROUP, LLC trimmed8,285$4M0.3%2026-Q2
Faithward Advisors, LLC trimmed7,881$4M0.3%2026-Q2
CVFG LLC trimmed7,749$4M0.3%2026-Q2
ZACKS INVESTMENT MANAGEMENT trimmed7,386$4M0.3%2026-Q2
Willis Investment Counsel added6,989$4M0.3%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added6,931$4M0.3%2026-Q2
ASSETMARK, INC added6,855$4M0.3%2026-Q2
Lagoda Investment Management, L.P. trimmed6,646$4M0.2%2026-Q2
ROYAL LONDON ASSET MANAGEMENT LTD trimmed6,509$3M0.2%2026-Q2
Illinois Municipal Retirement Fund trimmed6,446$3M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed6,420$3M0.2%2026-Q2
MARTINGALE ASSET MANAGEMENT L P added6,259$3M0.2%2026-Q2
Man Group plc added5,915$3M0.2%2026-Q2
Corient Private Wealth LP added5,872$3M0.2%2026-Q2
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added5,792$3M0.2%2026-Q2
USS Investment Management Ltd new5,134$3M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added5,096$3M0.2%2026-Q2
MATHER GROUP, LLC. added4,770$3M0.2%2026-Q2
Motley Fool Asset Management LLC trimmed4,724$3M0.2%2026-Q2
Vest Financial, LLC added4,573$2M0.2%2026-Q2
D. E. Shaw & Co., Inc. added4,410$2M0.2%2026-Q2
Vident Advisory, LLC trimmed4,212$2M0.2%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed4,160$2M0.2%2026-Q2
FMR LLC trimmed4,144$2M0.2%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added4,122$2M0.2%2026-Q2
Schonfeld Strategic Advisors LLC added4,054$2M0.1%2026-Q2
Creative Planning trimmed3,971$2M0.1%2026-Q2
Engineers Gate Manager LP trimmed3,757$2M0.1%2026-Q2
MEEDER ASSET MANAGEMENT INC3,710$2M0.1%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,528$2M0.1%2026-Q2
WELLS FARGO & COMPANY/MN trimmed3,507$2M0.1%2026-Q2
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed3,465$2M0.1%2026-Q2
Segment Wealth Management, LLC added3,433$2M0.1%2026-Q2
Impact Partnership Wealth, LLC added3,116$2M0.1%2026-Q2
OSAIC HOLDINGS, INC. added3,112$2M0.1%2026-Q2
Y-Intercept (Hong Kong) Ltd added2,931$2M0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed2,907$2M0.1%2026-Q2
DIMENSIONAL FUND ADVISORS LP added2,882$2M0.1%2026-Q2
Diversify Advisory Services, LLC added2,828$2M0.1%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC added2,828$2M0.1%2026-Q2
AMERIPRISE FINANCIAL INC trimmed2,754$1M0.1%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed2,719$1M0.1%2026-Q2
SEI INVESTMENTS CO added2,638$1M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed2,603$2M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership