Security Snapshot

U S GLOBAL INVESTORS INC - CLASS A (GROW) Institutional Ownership

CUSIP: 902952100

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

35

Shares (Excl. Options)

3,911,153

Price

$2.48

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+421,782
Value change
+$1,043,472
Number of holders
35
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
10,335,840
SEC-reported price per share
$2.56
Insider filing price
$2.56
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • GROW - U S GLOBAL INVESTORS INC - CLASS A is tracked under CUSIP 902952100.
  • 35 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 29 to 35 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $9,916,335 to $9,699,059.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 35 institutions filings for Q1 2026.

Open SEC evidence

Security key

902952100

Latest holder period

Q1 2026

13F holders

35

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
GROW
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Gator Capital Management, LLC 11% +7.2% $2,817,964 +$152,046 1,100,767 +5.7% Gator Capital Management, LLC 02 Jun 2026

As of 31 Mar 2026, 35 institutional investors reported holding 3,911,153 shares of U S GLOBAL INVESTORS INC - CLASS A (GROW). This represents 38% of the company’s total 10,335,840 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
38%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Gator Capital Management, LLC 10% 1,041,374 +25% 0.55% $2,582,608
CWA Asset Management Group, LLC 6.1% 629,494 +49% 0.05% $1,561,145
VANGUARD CAPITAL MANAGEMENT LLC 5% 517,081 0% 0% $1,282,361
North Star Investment Management Corp. 3.9% 406,000 +3591% 0.06% $1,006,880
BlackRock, Inc. 3% 308,300 -0.56% 0% $764,584
RENAISSANCE TECHNOLOGIES LLC 1.9% 192,715 +12% 0% $477,933
Rothschild Wealth LLC 1.2% 122,967 -76% 0.03% $304,959
GEODE CAPITAL MANAGEMENT, LLC 1.1% 115,481 -12% 0% $286,480
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.65% 66,852 -19% 0% $165,793
VANGUARD FIDUCIARY TRUST CO 0.58% 59,868 0% 0% $148,473
DIMENSIONAL FUND ADVISORS LP 0.57% 58,700 +9.4% 0% $145,576
STATE STREET CORP 0.54% 56,002 0% 0% $138,885
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.52% 53,929 0% 0% $133,744
CITADEL ADVISORS LLC 0.44% 45,644 -26% 0% $113,197
Proficio Capital Partners LLC 0.42% 43,793 0% 0.01% $108,607
MAI Capital Management 0.36% 37,000 0% 0% $91,760
Empowered Funds, LLC 0.33% 33,929 0% $84,144
GSA CAPITAL PARTNERS LLP 0.21% 22,100 0% $55,000
NORTHERN TRUST CORP 0.21% 21,327 -2.8% 0% $52,891
KESTRA PRIVATE WEALTH SERVICES, LLC 0.17% 17,821 -12% 0% $44,196
XTX Topco Ltd 0.16% 16,690 0% $41,391
Samalin Investment Counsel, LLC 0.12% 12,543 -23% 0.01% $31,107
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.11% 11,740 0% $29,116
Founders Capital Management 0.07% 7,000 0% 0.01% $17,360
Vanguard Global Advisers, LLC 0.05% 5,224 0% 0% $12,956

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 3,911,153 $9,699,059 +$1,043,472 $2.48 35
2025 Q4 4,114,630 $9,916,335 +$1,733,432 $2.41 29
2025 Q3 3,840,457 $10,541,425 +$741,789 $2.75 31
2025 Q2 3,608,331 $9,343,923 +$1,561,167 $2.60 29
2025 Q1 3,009,111 $6,799,843 -$842,706 $2.26 28
2024 Q4 3,340,021 $8,149,749 -$802,596 $2.44 31
2024 Q3 3,683,184 $9,502,698 +$348,270 $2.58 32
2024 Q2 3,551,650 $9,269,890 -$335,241 $2.61 33
2024 Q1 3,677,046 $10,218,185 -$116,081 $2.78 33
2023 Q4 3,717,421 $10,483,690 -$56,448 $2.82 39
2023 Q3 3,692,677 $10,526,501 -$87,220 $2.85 36
2023 Q2 3,754,118 $11,488,433 -$145,086 $3.06 38
2023 Q1 3,712,384 $9,864,404 -$859,712 $2.66 35
2022 Q4 4,000,429 $11,559,119 -$230,381 $2.89 36
2022 Q3 4,078,174 $11,704,260 -$328,503 $2.87 35
2022 Q2 4,115,907 $18,116,156 +$1,011,616 $4.39 42
2022 Q1 3,870,955 $20,124,000 +$371,385 $5.20 41
2021 Q4 3,814,195 $16,789,000 -$1,957,928 $4.40 41
2021 Q3 4,158,636 $23,692,536 -$213,812 $5.69 49
2021 Q2 4,191,342 $25,939,671 -$48,302,642 $6.18 48
2021 Q1 5,134,521 $78,095,885 +$43,935,845 $6.98 36
2020 Q4 4,925,393 $26,818,472 -$1,315,397 $5.45 33
2020 Q3 5,177,836 $12,319,643 +$3,018,098 $2.38 27
2020 Q2 3,969,529 $7,523,513 +$776,374 $1.89 25
2020 Q1 3,649,144 $3,540,262 -$45,874 $0.97 23
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