Who owns Ubiquiti Inc. (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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on UI is one-sided between 2025-Q4 and 2026-Q1: 154 added or opened and 37 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
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 2025-Q4 and 2026-Q1, across 385 tracked filers holding UI, 209 increased or opened the position and 164 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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
Funds opening or closing a position in UI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 27
- VANGUARD CAPITAL MANAGEMENT LLC$40M
- VANGUARD FIDUCIARY TRUST CO$19M
- VANGUARD PORTFOLIO MANAGEMENT LLC$13M
- CVFG LLC$9M
- VANGUARD ASSET MANAGEMENT, Ltd$5M
- Mariner, LLC$3M
Full exits 20
- VANGUARD GROUP INC$36M
- LOGAN CAPITAL MANAGEMENT INC$16M
- TUDOR INVESTMENT CORP ET AL$13M
- MILLENNIUM MANAGEMENT LLC$7M
- Independent Advisor Alliance$6M
- Faithward Advisors, LLC$5M
Largest adds
- BlackRock, Inc.$71M
- RENAISSANCE TECHNOLOGIES LLC$50M
- AQR CAPITAL MANAGEMENT LLC$45M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$44M
- SW Investment Management LLC$35M
- Capital World Investors$30M
Largest trims
- NORGES BANK$28M
- VOYA INVESTMENT MANAGEMENT LLC$19M
- Invesco Ltd.$16M
- Qube Research & Technologies Ltd$11M
- LONG WALK MANAGEMENT LP$11M
- Capital Impact Advisors, LLC$9M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 294,554 | $233M | 10.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 218,944 | $173M | 8.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 183,564 | $145M | 6.8% | 2026-Q1 |
| SW Investment Management LLC added | 142,500 | $113M | 5.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 129,109 | $99M | 4.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 118,046 | $98M | 4.6% | 2026-Q1 |
| Capital World Investors added | 107,615 | $85M | 4.0% | 2026-Q1 |
| STATE STREET CORP added | 85,465 | $68M | 3.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 77,949 | $62M | 2.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 76,935 | $61M | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 75,441 | $60M | 2.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 50,405 | $40M | 1.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 48,455 | $38M | 1.8% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 45,639 | $36M | 1.7% | 2026-Q1 |
| LONG WALK MANAGEMENT LP trimmed | 45,250 | $36M | 1.7% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 43,124 | $34M | 1.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 43,073 | $32M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 29,353 | $23M | 1.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 26,578 | $21M | 1.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 25,450 | $20M | 0.9% | 2026-Q1 |
| BARCLAYS PLC added | 24,807 | $20M | 0.9% | 2026-Q1 |
| Claret Asset Management Corp trimmed | 24,591 | $19M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 23,576 | $19M | 0.9% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 22,608 | $18M | 0.8% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 22,129 | $17M | 0.8% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 21,661 | $17M | 0.8% | 2026-Q1 |
| NAVELLIER & ASSOCIATES INC added | 20,970 | $17M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 20,041 | $16M | 0.7% | 2026-Q1 |
| Nuveen, LLC trimmed | 19,970 | $16M | 0.7% | 2026-Q1 |
| SALEM INVESTMENT COUNSELORS INC trimmed | 19,146 | $15M | 0.7% | 2026-Q1 |
| Capital Impact Advisors, LLC trimmed | 16,925 | $13M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 16,694 | $13M | 0.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 16,414 | $13M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 16,080 | $13M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 16,441 | $12M | 0.6% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 14,837 | $12M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 13,750 | $11M | 0.5% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 10,372 | $10M | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 12,980 | $10M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 12,644 | $10M | 0.5% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 12,460 | $10M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 12,446 | $10M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 11,931 | $9M | 0.4% | 2026-Q1 |
| CVFG LLC new | 11,159 | $9M | 0.4% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 9,625 | $8M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 9,485 | $7M | 0.3% | 2026-Q1 |
| FMR LLC added | 9,418 | $7M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 9,041 | $7M | 0.3% | 2026-Q1 |
| Lagoda Investment Management, L.P. trimmed | 8,955 | $7M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 8,502 | $7M | 0.3% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 8,198 | $6M | 0.3% | 2026-Q1 |
| Pacer Advisors, Inc. added | 7,594 | $6M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 7,424 | $6M | 0.3% | 2026-Q1 |
| Monument Capital Management trimmed | 7,422 | $6M | 0.3% | 2026-Q1 |
| Illinois Municipal Retirement Fund added | 7,374 | $6M | 0.3% | 2026-Q1 |
| Strategic Global Advisors, LLC trimmed | 7,273 | $6M | 0.3% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 6,741 | $5M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 6,624 | $5M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 6,100 | $5M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 5,551 | $4M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 5,363 | $4M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 5,236 | $4M | 0.2% | 2026-Q1 |
| Motley Fool Asset Management LLC added | 5,153 | $4M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 4,948 | $4M | 0.2% | 2026-Q1 |
| Creative Planning added | 4,913 | $4M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 4,843 | $4M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 4,631 | $4M | 0.2% | 2026-Q1 |
| Inspire Investing, LLC trimmed | 4,446 | $4M | 0.2% | 2026-Q1 |
| Vident Advisory, LLC added | 4,424 | $3M | 0.2% | 2026-Q1 |
| HUSSMAN STRATEGIC ADVISORS, INC. trimmed | 4,200 | $3M | 0.2% | 2026-Q1 |
| Legal & General Group Plc added | 4,219 | $3M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 4,028 | $3M | 0.1% | 2026-Q1 |
| Willis Investment Counsel added | 3,928 | $3M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 3,885 | $3M | 0.1% | 2026-Q1 |
| Man Group plc added | 3,863 | $3M | 0.1% | 2026-Q1 |
| Convergence Financial, LLC added | 3,860 | $3M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,846 | $3M | 0.1% | 2026-Q1 |
| CWM, LLC added | 3,764 | $3M | 0.1% | 2026-Q1 |
| MEEDER ASSET MANAGEMENT INC | 3,710 | $3M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,528 | $3M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 3,505 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 65,032 | $36M | 1.7% | 2025-Q4 stale |
| Epoch Investment Partners, Inc. trimmed | 56,441 | $23M | 1.1% | 2025-Q2 stale |
| LOGAN CAPITAL MANAGEMENT INC trimmed | 28,943 | $16M | 0.7% | 2025-Q4 stale |
| Abacus FCF Advisors LLC added | 33,302 | $14M | 0.6% | 2025-Q2 stale |
| TUDOR INVESTMENT CORP ET AL | 20,271 | $13M | 0.6% | 2025-Q4 stale |
| Trexquant Investment LP trimmed | 14,660 | $10M | 0.5% | 2025-Q3 stale |
| TWINBEECH CAPITAL LP added | 10,124 | $7M | 0.3% | 2025-Q3 stale |
| MILLENNIUM MANAGEMENT LLC added | 12,079 | $7M | 0.3% | 2025-Q4 stale |
| Independent Advisor Alliance new | 10,795 | $6M | 0.3% | 2025-Q4 stale |
| Faithward Advisors, LLC trimmed | 8,590 | $5M | 0.2% | 2025-Q4 stale |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC trimmed | 8,451 | $5M | 0.2% | 2025-Q4 stale |
| HRT FINANCIAL LP trimmed | 6,713 | $4M | 0.2% | 2025-Q4 stale |
| Engineers Gate Manager LP trimmed | 5,591 | $4M | 0.2% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC trimmed | 5,272 | $3M | 0.2% | 2025-Q3 stale |
| Bellwether Advisors, LLC new | 5,192 | $3M | 0.2% | 2025-Q3 stale |
| Kingsview Wealth Management, LLC new | 8,256 | $3M | 0.2% | 2025-Q2 stale |
| Estate Counselors, LLC added | 10,842 | $3M | 0.2% | 2025-Q1 stale |
| Verition Fund Management LLC trimmed | 5,079 | $3M | 0.1% | 2025-Q4 stale |
| Zurich Insurance Group Ltd/FI new | 4,100 | $3M | 0.1% | 2025-Q3 stale |
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.
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.