Ubiquiti Ownership | Who Owns Ubiquiti?
Ubiquiti Ownership Summary
Ubiquiti is owned by 3.75% institutional investors, 93.09% insiders, and 3.16% retail investors. Blackrock is the largest institutional shareholder, holding 0.52% of UI shares. iShares US Telecommunications ETF is the top mutual fund, with 0.14% of its assets in Ubiquiti shares.
UI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Ubiquiti | 3.75% | 93.09% | 3.16% |
| Sector | Technology Stocks | 54.54% | 11.27% | 34.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 315.06K | 0.52% | $45.89M |
| Sw investment management | 300.00K | 0.50% | $43.70M |
| Renaissance | 195.06K | 0.32% | $28.41M |
| Bank of new york mellon | 139.70K | 0.23% | $20.35M |
| Morgan stanley | 138.02K | 0.23% | $20.10M |
| Vanguard group | 101.28K | 0.17% | $14.75M |
| First trust advisors lp | 77.00K | 0.13% | $11.22M |
| State street | 74.16K | 0.12% | $10.80M |
| Geode capital management | 63.53K | 0.11% | $9.26M |
| Millennium management | 58.35K | 0.10% | $8.50M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sw investment management | 300.00K | 13.90% | $43.70M |
| Lagoda investment management | 26.43K | 2.22% | $3.85M |
| Old well partners | 5.93K | 0.94% | $863.62K |
| Hussman strategic advisors | 21.00K | 0.84% | $3.06M |
| Claret asset management | 30.29K | 0.78% | $4.41M |
| Intrinsic value partners | 3.71K | 0.56% | $540.84K |
| Ambassador advisors | 10.37K | 0.27% | $1.51M |
| Logan capital management | 34.81K | 0.22% | $5.07M |
| True wealth design | 5.44K | 0.20% | $792.25K |
| Astoria portfolio advisors llc. | 2.75K | 0.14% | $400.56K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 45.81K | 0.00% | 45.81K |
| Millennium management | 58.35K | 0.00% | 27.01K |
| Sw investment management | 300.00K | 13.90% | 25.00K |
| Invesco | 23.83K | 0.00% | 22.07K |
| Toroso investments | 16.33K | 0.03% | 16.33K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Voloridge investment management | - | - | -60.90K |
| Barclays | 268.00 | - | -36.25K |
| Citadel advisors | 18.20K | 0.00% | -33.27K |
| Squarepoint ops | 50.17K | 0.01% | -30.33K |
| Maverick capital | - | - | -19.09K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 45.81K | 0.00% | 45.81K | $6.67M |
| Jump financial | 8.40K | 0.02% | 8.40K | $1.22M |
| True wealth design | 5.44K | 0.20% | 5.44K | $792.25K |
| Engineers gate manager lp | 3.34K | 0.01% | 3.34K | $486.80K |
| Man group | 3.32K | 0.00% | 3.32K | $483.45K |
Sold Out
| Holder | Change |
|---|---|
| First manhattan co. llc. | -2.00 |
| Swan capital | -3.00 |
| Principal securities | -6.00 |
| Sandy spring bank | -21.00 |
| Yhb investment advisors | -25.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 201 | 24.84% | 2,266,961 | -5.52% | 3 | 23.80% | 120 | 39.53% | 51 | 2.00% |
| Jun 30, 2024 | 160 | 9.59% | 2,399,434 | 0.57% | 3 | 25.48% | 86 | 14.67% | 49 | 2.08% |
| Mar 31, 2024 | 146 | -5.19% | 2,385,825 | -1.18% | 3 | 24.74% | 75 | -18.48% | 48 | 26.32% |
| Dec 31, 2023 | 154 | -2.53% | 2,414,427 | 13.22% | 3 | 32.08% | 92 | 48.39% | 38 | -28.30% |
| Sep 30, 2023 | 158 | -12.71% | 2,132,579 | -2.31% | 3 | 27.05% | 62 | -26.19% | 53 | -3.64% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares US Telecommunications ETF | 81.83K | 0.14% | -19.07K |
| WisdomTree US MidCap Dividend ETF | 73.58K | 0.12% | 50.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 61.73K | 0.10% | -1.74K |
| First Trust NASDAQ Technology Div ETF | 59.01K | 0.10% | 162.00 |
| Pacer US Large Cp CA Cows Gr Ldrs ETF | 54.29K | 0.09% | 826.00 |
| Nationwide NYSE Arca Tech 100 Idx A | 38.78K | 0.06% | 980.00 |
| Zacks Focus Growth Strategy | 37.66K | 0.06% | 37.66K |
| iShares Digital Security ETF USD Acc | 34.17K | 0.06% | - |
| Hussman Strategic Growth | 30.00K | 0.05% | - |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 28.05K | 0.05% | -4.10K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 06, 2022 | SEGE RONALD | Sell | $635.29K | |
| May 18, 2022 | SEGE RONALD | Sell | $521.62K | |
| Feb 18, 2022 | SEGE RONALD | - | Sell | $523.16K |
| Nov 15, 2021 | SEGE RONALD | - | Sell | $482.38K |
| Sep 03, 2021 | SEGE RONALD | - | Sell | $521.63K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2023 Q3 | - | - |
| 2022 Q3 | - | 1 |
| 2022 Q2 | - | 1 |
| 2022 Q1 | - | 1 |
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