UI Ubiquiti Inc.
Ubiquiti Inc. (UI) Institutional Ownership
What the institutions did with UI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 50.4K | 23.1% |
| CITIGROUP INC | 26.6K | 12.2% |
| SALEM INVESTMENT COUNSELORS INC | 18.2K | 8.4% |
| OPPENHEIMER & CO INC | 13.6K | 6.3% |
| MATHER GROUP, LLC. | 11.3K | 5.2% |
| ASSETMARK, INC | 7.5K | 3.4% |
| Willis Investment Counsel | 7.3K | 3.3% |
| Inspire Investing, LLC | 6.7K | 3.1% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 6.0K | 2.8% |
| Creative Planning | 5.0K | 2.3% |
| Segment Wealth Management, LLC | 4.1K | 1.9% |
| Vest Financial, LLC | 4.0K | 1.8% |
| Y-Intercept (Hong Kong) Ltd | 3.2K | 1.5% |
| DIMENSIONAL FUND ADVISORS LP | 3.0K | 1.4% |
| Diversify Advisory Services, LLC | 2.7K | 1.2% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2.7K | 1.2% |
| MILESTONE ASSET MANAGEMENT, LLC | 2.3K | 1.0% |
| QUADRANT CAPITAL GROUP LLC | 2.2K | 1.0% |
| DAYMARK WEALTH PARTNERS, LLC | 2.1K | 1.0% |
| Vise Technologies, Inc. | 2.0K | 0.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.0K | 0.9% |
| Financial Perspectives, Inc | 1.9K | 0.9% |
| CIBC Asset Management Inc | 1.9K | 0.9% |
| Carnegie Investment Counsel | 1.7K | 0.8% |
| Atlas Brown,Inc. | 1.6K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| HUSSMAN STRATEGIC ADVISORS, INC. | Sold Out | 9.5K | 0 | -9.5K |
| CITIGROUP INC | Reduced | 33.8K | 26.6K | -7.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 43.3K | 50.4K | +7.1K |
| MATHER GROUP, LLC. | Increased | 4.8K | 11.3K | +6.5K |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | New | 0 | 6.0K | +6.0K |
| Inspire Investing, LLC | Reduced | 10.7K | 6.7K | -4.1K |
| Motley Fool Asset Management LLC | Reduced | 4.7K | 930 | -3.8K |
| GATEWAY INVESTMENT ADVISERS LLC | Sold Out | 1.9K | 0 | -1.9K |
| Oak Thistle LLC | Sold Out | 1.5K | 0 | -1.5K |
| ALTFEST L J & CO INC | New | 0 | 1.5K | +1.5K |
| KBC Group NV | Sold Out | 1.4K | 0 | -1.4K |
| North Dakota State Investment Board | Sold Out | 1.1K | 0 | -1.1K |
| Creative Planning | Increased | 4.0K | 5.0K | +1.0K |
| MILESTONE ASSET MANAGEMENT, LLC | Increased | 1.3K | 2.3K | +1.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | New | 0 | 990 | +990 |
| Burns Matteson Capital Management, LLC | Sold Out | 674 | 0 | -674 |
| Segment Wealth Management, LLC | Increased | 3.4K | 4.1K | +669 |
| ASSETMARK, INC | Increased | 6.9K | 7.5K | +651 |
| Calamos Wealth Management LLC | New | 0 | 569 | +569 |
| Vest Financial, LLC | Reduced | 4.6K | 4.0K | -568 |
| DekaBank Deutsche Girozentrale | New | 0 | 544 | +544 |
| CFC Planning Co LLC | New | 0 | 504 | +504 |
| Vise Technologies, Inc. | Increased | 1.5K | 2.0K | +503 |
| Chicago Partners Investment Group LLC | New | 0 | 480 | +480 |
| Financial Perspectives, Inc | Increased | 1.4K | 1.9K | +475 |
| Applied Finance Capital Management, LLC | New | 0 | 453 | +453 |
| Spinnaker Investment Group, LLC | New | 0 | 440 | +440 |
| Clark Asset Management, LLC | New | 0 | 439 | +439 |
| SALEM INVESTMENT COUNSELORS INC | Reduced | 18.6K | 18.2K | -400 |
| MW ADVISORY, LLC | New | 0 | 389 | +389 |
| NorthCrest Asset Manangement, LLC | Increased | 809 | 1.2K | +372 |
| iA Global Asset Management Inc. | Sold Out | 359 | 0 | -359 |
| Turtle Creek Wealth Advisors, LLC | New | 0 | 356 | +356 |
| EXCHANGE TRADED CONCEPTS, LLC | Reduced | 1.1K | 751 | -339 |
| Willis Investment Counsel | Increased | 7.0K | 7.3K | +286 |
| Y-Intercept (Hong Kong) Ltd | Increased | 2.9K | 3.2K | +275 |
| New York Life Investment Management LLC | Increased | 920 | 1.2K | +271 |
| OPPENHEIMER & CO INC | Reduced | 13.9K | 13.6K | -245 |
| Bayforest Capital Ltd | Sold Out | 242 | 0 | -242 |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 1.7K | 2.0K | +226 |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | 1.2K | 1.0K | -220 |
| Wealth Enhancement Trust Services, Inc. | Increased | 22 | 232 | +210 |
| Atlas Brown,Inc. | Increased | 1.4K | 1.6K | +200 |
| Diversify Advisory Services, LLC | Reduced | 2.8K | 2.7K | -156 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Reduced | 2.8K | 2.7K | -156 |
| DIMENSIONAL FUND ADVISORS LP | Increased | 2.9K | 3.0K | +143 |
| IFP Advisors, Inc | Increased | 442 | 577 | +135 |
| Fulcrum Asset Management LLP | New | 0 | 122 | +122 |
| Westside Investment Management, Inc. | Reduced | 347 | 242 | -105 |
| CX Institutional | New | 0 | 89 | +89 |
| MACKENZIE FINANCIAL CORP | Reduced | 448 | 362 | -86 |
| HB Wealth Management, LLC | Increased | 599 | 685 | +86 |
| Baron Wealth Management LLC | Reduced | 734 | 649 | -85 |
| Monument Capital Management | Reduced | 782 | 706 | -76 |
| Caitong International Asset Management Co., Ltd | Sold Out | 66 | 0 | -66 |
| Cullen/Frost Bankers, Inc. | Reduced | 113 | 50 | -63 |
| Elyxium Wealth, LLC | New | 0 | 58 | +58 |
| SIGNATUREFD, LLC | Increased | 292 | 338 | +46 |
| Farther Finance Advisors, LLC | Increased | 80 | 114 | +34 |
| SOUTHERN MICHIGAN BANK & TRUST | Increased | 165 | 197 | +32 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.