Who Owns Ubiquiti Inc
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Ubiquiti Inc.
Who crossed 5% of UI →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLCCOM6K sh— | $3.4M |
| Atlas Brown,Inc.Stock1.6K shadded | $899.5K |
| Valeo Financial Advisors, LLCStock1.1K shadded | $610.7K |
| Wedmont Private CapitalCOM786 shadded | $504.5K |
| Monument Capital ManagementCOM706 shtrimmed | $400.7K |
| RIVERSEDGE ADVISORS, LLCCOM371 shtrimmed | $210.6K |
| AMERICAN NATIONAL BANK & TRUSTCOM260 shtrimmed | $147.6K |
| Wealth Enhancement Trust Services, Inc.COM232 shadded | $131.7K |
| GAMMA Investing LLCCommon Stock183 shadded | $103.9K |
| Farther Finance Advisors, LLCStock114 shadded | $64.4K |
| ATWOOD & PALMER INCCOM36 shheld | $20.4K |
| CoreCap Advisors, LLCStock22 shadded | $12.5K |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock7 shheld | $4K |
| ELEVATION WEALTH PARTNERS, LLCCOM3 shtrimmed | $1.7K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on UI
Follow Ubiquiti Inc (UI) by email
New trades in Ubiquiti Inc (UI) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.