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DaveManuel.com · Institutional Ownership · Who Owns It

U S GLOBAL INVS INC (GROW)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

36
Reporting holders
$13.1M
Reported value
0.0%
Calls
0.0%
Puts
-1
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Gator Capital Management, LLC$3.5M1,121,5930.73%8q+7.7%+$250.3K
CWA Asset Management Group, LLC$2.2M707,2350.07%5q+12.3%+$242.6K
VANGUARD CAPITAL MANAGEMENT LLC$1.6M508,2070.00%2q-1.7%-$27.7K
North Star Investment Management Corp.$1.3M406,0000.07%28qHELD
BlackRock, Inc.$961.9K308,3000.00%8qHELD
RENAISSANCE TECHNOLOGIES LLC$636.5K204,0150.00%28q+5.9%+$35.3K
GEODE CAPITAL MANAGEMENT, LLC$410.3K131,4800.00%31q+13.9%+$49.9K
Rothschild Wealth LLC$380.5K121,9650.03%3q-0.8%-$3.1K
CITADEL ADVISORS LLC$352.8K113,0710.00%25q+147.7%+$210.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$255.7K81,9570.00%25q+22.6%+$47.1K
DIMENSIONAL FUND ADVISORS LP$207.8K66,6050.00%31q+13.5%+$24.7K
VANGUARD FIDUCIARY TRUST CO$188.1K60,2750.00%2q+0.7%+$1.3K
STATE STREET CORP$174.7K56,0020.00%21qHELD
Proficio Capital Partners LLC$170.3K54,5780.01%3q+24.6%+$33.6K
BRIDGEWAY CAPITAL MANAGEMENT, LLC$168.3K53,9290.00%17qHELD
SMH CAPITAL ADVISORS INC$125.4K40,1910.49%21q-2.2%-$2.8K
MAI Capital Management$115.4K37,0000.00%4qHELD
Empowered Funds, LLC$105.9K33,9290.00%2qHELD
NORTHERN TRUST CORP$66.5K21,3270.00%31qHELD
KESTRA PRIVATE WEALTH SERVICES, LLC$55.5K17,8000.00%7qHELD
Samalin Investment Counsel, LLC$37.5K12,0060.01%4q-4.3%-$1.7K
XTX Topco Ltd$36.6K11,7380.00%2q-29.7%-$15.5K
LRI Investments, LLC$31.2K10,0000.00%newNEW
Vanguard Global Advisers, LLC$16.3K5,2240.00%2qHELD
ACADIAN ASSET MANAGEMENT LLC$13.0K4,3880.00%2qHELD
UBS Group AG$5.3K1,7030.00%2q+1711.7%+$5.0K
Tower Research Capital LLC (TRC)$3.1K9790.00%19q-52.7%-$3.4K
ROYAL BANK OF CANADA$3.0K9050.00%2q+458.6%+$2.5K
WELLS FARGO & COMPANY/MN$1.6K5010.00%17qHELD
SIMPLEX TRADING, LLC$1.2K CALLoptions only0.00%4qOPTIONS
Triumph Capital Management$6242000.00%3qHELD
BARCLAYS PLC$50160.00%newNEW
SBI Securities Co., Ltd.$2580.00%7q-92.6%
Caitong International Asset Management Co., Ltd$930.00%2q+50.0%
MORGAN STANLEY$610.00%15qHELD
FMR LLC$310.00%2qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20267$3.6M1,253,7430110.0%
Q2 202636$13.1M4,193,13221270.0%
Q1 202637$9.8M3,952,39510690.4%
Q4 202530$9.9M4,114,63154110.0%
Q3 202531$10.5M3,840,4575680.0%
Q2 202529$9.3M3,608,3325680.0%
Q1 202528$6.8M3,009,1122470.1%
Q4 202431$8.2M3,340,0224580.4%
Q3 202432$9.5M3,683,2123990.5%
Q2 202435$9.4M3,551,67933151.1%
Q1 202435$10.6M3,797,8914970.9%
Q4 202340$10.7M3,737,18061171.5%
Q3 202338$10.5M3,692,67721150.2%
Q2 202340$11.5M3,754,11856110.5%
Q1 202337$10.3M3,814,65521251.1%
Q4 202238$11.6M4,000,58921160.8%
Q3 202241$1.3B460,508,39911050.0%
Q2 202243$2.0B460,544,18267130.1%
Q1 202242$23.3M3,871,275781213.6%
Q4 202141$19.0M3,950,74657128.5%
Q3 202149$27.2M4,428,490117137.3%
Q2 202148$55.0M8,365,247157206.3%
Q1 202138$380.1M53,901,88991281.0%
Q4 202036$31.1M5,259,12711697.8%
Q3 202028$77.9M32,707,8983550.0%
Q2 202028$8.3M4,250,25911653.3%
Q1 202024$3.8M3,920,7613450.0%
Q4 201923$5.8M4,020,8782350.3%
Q3 201925$7.3M3,619,2636251.6%
Q2 201926$6.7M3,717,8245350.2%
Q1 201927$3.9M3,528,4042542.4%
Q4 201828$4.4M3,972,8821010.4%