# UBIQUITI INC (UI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UI/

- Reporting holders: 15
- Reported value: $6.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [BRIGHT ROCK CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1509973-bright-rock-capital-management-llc/) | $3.4M | 6,000 | 0.6% | 1 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $899.5K | 1,585 | 0.2% | 9 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $610.7K | 1,076 | 0.0% | 9 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $504.5K | 786 | 0.0% | 7 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $400.7K | 706 | 0.1% | 8 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $210.6K | 371 | 0.0% | 5 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $147.6K | 260 | 0.0% | 12 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $131.7K | 232 | 0.0% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $103.9K | 183 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $79.5K | 140 | 0.0% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $64.4K | 114 | 0.0% | 16 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $20.4K | 36 | 0.0% | 7 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $12.5K | 22 | 0.0% | 9 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $4.0K | 7 | 0.0% | 8 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $1.7K | 3 | 0.0% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $51 | 89 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $6.6M |
| Q2 2026 | 361 | $1.7B |
| Q1 2026 | 385 | $2.2B |
| Q4 2025 | 350 | $1.6B |
| Q3 2025 | 365 | $1.9B |
| Q2 2025 | 319 | $1.3B |
| Q1 2025 | 282 | $897.9M |
| Q4 2024 | 259 | $810.2M |
| Q3 2024 | 207 | $528.5M |
| Q2 2024 | 162 | $396.9M |
| Q1 2024 | 147 | $317.7M |
| Q4 2023 | 158 | $363.5M |