Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in UI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 295K | $232.8M | +1.0% | 0.487% | 0.00% |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 219K | $173.0M | -1.8% | 0.362% | 0.27% |
| 3 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 184K | $145.1M | +0.1% | 0.303% | 0.08% |
| 4 | SW Investment Management LLC | 143K | $112.6M | +1.8% | 0.235% | 24.98% |
| 5 | AQR CAPITAL MANAGEMENT LLC | 129K | $98.8M | +32.4% | 0.214% | 0.05% |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 118K | $97.7M | -24.3% | 0.195% | 0.21% |
| 7 | Capital World Investors | 108K | $85.0M | +7.5% | 0.178% | 0.01% |
| 8 | STATE STREET CORP | 85K | $67.5M | +11.7% | 0.141% | 0.00% |
| 9 | MORGAN STANLEY | 78K | $61.6M | -23.6% | 0.129% | 0.00% |
| 10 | GOLDMAN SACHS GROUP INC | 77K | $60.8M | +28.0% | 0.127% | 0.01% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 75K | $59.6M | +3.2% | 0.125% | 0.00% |
| 12 | VANGUARD CAPITAL MANAGEMENT LLC | 50K | $39.8M | β | 0.083% | 0.00% |
| 13 | Bank of New York Mellon Corp | 48K | $38.3M | -0.3% | 0.080% | 0.01% |
| 14 | Gotham Asset Management, LLC | 46K | $36.1M | -2.7% | 0.075% | 0.11% |
| 15 | LONG WALK MANAGEMENT LP | 45K | $35.8M | -46.2% | 0.075% | 10.41% |
| 16 | RHUMBLINE ADVISERS | 43K | $34.1M | +0.3% | 0.071% | 0.03% |
| 17 | NORTHERN TRUST CORP | 29K | $23.2M | -5.7% | 0.049% | 0.00% |
| 18 | CITIGROUP INC | 27K | $21.0M | -4.5% | 0.044% | 0.01% |
| 19 | FIRST TRUST ADVISORS LP | 25K | $20.1M | -33.8% | 0.042% | 0.01% |
| 20 | BARCLAYS PLC | 25K | $19.6M | +144.5% | 0.041% | 0.01% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 24K | $18.6M | β | 0.039% | 0.00% |
| 22 | FRANKLIN RESOURCES INC | 23K | $17.9M | +38.2% | 0.037% | 0.00% |
| 23 | Squarepoint Ops LLC | 22K | $17.5M | -54.0% | 0.037% | 0.02% |
| 24 | NAVELLIER & ASSOCIATES INC | 21K | $16.6M | +7.1% | 0.035% | 1.73% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 20K | $15.8M | +2.5% | 0.033% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in UI β a direct measure of their conviction.
Filings activity in UI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new UI position in Q1 2026
Institutions that fully closed their UI position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 381 | +11% | 5.79% | +1.32 pp | $2.06B | +29% |
| Q4 2025 | 342 | 4.5% | 4.47% | 0.61 pp | $1.59B | 12% |
| Q3 2025 | 358 | +13% | 5.08% | +1.56 pp | $1.81B | +44% |
| Q2 2025 | 317 | +13% | 3.52% | +1.08 pp | $1.25B | +44% |
| Q1 2025 | 280 | +8.9% | 2.44% | +0.25 pp | $871M | +12% |
| Q4 2024 | 257 | +26% | 2.19% | +0.82 pp | $779M | +60% |
| Q3 2024 | 204 | +24% | 1.37% | +0.39 pp | $487M | +39% |
| Q2 2024 | 165 | β | 0.98% | β | $350M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UI stock.
Based on Q1 2026 13F filings, institutional ownership of Ubiquiti Inc. stands at 5.8%, held across 381 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UI, with approximately 294,554 shares worth $0.23B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of UI, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for UI is 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
94 institutions opened new positions in UI during Q1 2026, while 55 fully exited. 254 added to existing positions and 31 trimmed.
UI institutional ownership rose by 1.32 percentage points quarter-over-quarter, with a net change of +39 holders.
The top 10 institutions account for 55.1% of all reported 13F value in UI, and the top 25 account for 75.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Ubiquiti Inc. (UI) Institutional Ownership