UI — Ubiquiti Inc Institutional Holders · Q3 2026
Who owns Ubiquiti Inc (UI)? 16 institutions reported holding $6.65M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Bright Rock Capital Management, LLC ($3.4M), Atlas Brown,Inc. ($899,535), Valeo Financial Advisors, LLC ($610,678).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $3.4M | 6,000 | New |
| 2 | Atlas Brown,Inc. | $899,535 | 1,585 | Added |
| 3 | Valeo Financial Advisors, LLC | $610,678 | 1,076 | Added |
| 4 | Wedmont Private Capital | $504,455 | 786 | Added |
| 5 | Monument Capital Management | $400,676 | 706 | Trimmed |
| 6 | RIVERSEDGE ADVISORS, LLC | $210,554 | 371 | Trimmed |
| 7 | AMERICAN NATIONAL BANK & TRUST | $147,557 | 260 | Trimmed |
| 8 | Wealth Enhancement Trust Services, Inc. | $131,667 | 232 | Added |
| 9 | GAMMA Investing LLC | $103,858 | 183 | Added |
| 10 | Versant Capital Management, Inc | $79,454 | 140 | Added |
| 11 | Farther Finance Advisors, LLC | $64,443 | 114 | Added |
| 12 | CX Institutional | $51,000 | 89 | New |
| 13 | ATWOOD & PALMER INC | $20,359 | 36 | Hold |
| 14 | CoreCap Advisors, LLC | $12,486 | 22 | Added |
| 15 | MassMutual Private Wealth & Trust, FSB | $3,973 | 7 | Hold |
| 16 | ELEVATION WEALTH PARTNERS, LLC | $1,703 | 3 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30