U.S. Global Investors Ownership | Who Owns U.S. Global Investors?
U.S. Global Investors Ownership Summary
U.S. Global Investors is owned by 21.80% institutional investors, 5.81% insiders, and 72.39% retail investors. Vanguard group is the largest institutional shareholder, holding 4.51% of GROW shares. Philotimo Focused Growth and Income is the top mutual fund, with 3.38% of its assets in U.S. Global Investors shares.
GROW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | U.S. Global Investors | 21.80% | 5.81% | 72.39% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 617.94K | 4.51% | $1.51M |
| Perritt capital management | 557.23K | 4.06% | $1.36M |
| Kanen wealth management | 456.88K | 3.33% | $1.11M |
| Gator capital management | 450.82K | 3.29% | $1.10M |
| Blackrock funding, inc. /de | 310.04K | 2.26% | $756.49K |
| Blackrock | 313.91K | 2.23% | $819.30K |
| Renaissance | 169.20K | 1.23% | $412.85K |
| Geode capital management | 116.35K | 0.85% | $283.99K |
| Smh capital advisors | 104.81K | 0.76% | $255.75K |
| Bridgeway capital management | 83.09K | 0.61% | $202.74K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Perritt capital management | 557.23K | 0.71% | $1.36M |
| Smh capital advisors | 104.81K | 0.62% | $255.75K |
| Kanen wealth management | 456.88K | 0.41% | $1.11M |
| Gator capital management | 450.82K | 0.41% | $1.10M |
| Vima | 41.46K | 0.24% | $108.20M |
| Formidable asset management | 36.25K | 0.02% | $94.61K |
| Founders capital management | 7.00K | 0.01% | $17.08K |
| Ridgewood investments | 5.00K | 0.01% | $12.20K |
| Bridgeway capital management | 83.09K | 0.00% | $202.74K |
| Catalyst capital advisors | 49.50K | 0.00% | $120.78K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gator capital management | 450.82K | 0.41% | 154.84K |
| Kestra private wealth services | 22.82K | 0.00% | 22.82K |
| Xtx topco | 10.54K | 0.00% | 10.54K |
| Dimensional fund advisors lp | 61.94K | - | 4.34K |
| Northwestern mutual wealth management | 563.00 | - | 563.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royce & associates lp | - | - | -439.45K |
| Price t rowe associates inc /md/ | - | - | -26.70K |
| Blackrock | 313.91K | - | -25.53K |
| Bridgeway capital management | 83.09K | 0.00% | -22.79K |
| Empowered funds | 34.59K | 0.00% | -19.03K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Xtx topco | 10.54K | 0.00% | 10.54K | $25.72K |
| Northwestern mutual wealth management | 563.00 | - | 563.00 | $1.47K |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -75.00 |
| Advisor group | -1.43K |
| Ubs group | -1.98K |
| Group one trading | -10.10K |
| Parallax volatility advisers | -11.89K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 21 | -38.24% | 2,989,622 | -18.83% | 21 | 3.02% | 8 | -42.86% | 5 | -44.44% |
| Sep 30, 2024 | 34 | -5.56% | 3,683,185 | 3.70% | 26 | 4.22% | 14 | 100.00% | 9 | -47.06% |
| Jun 30, 2024 | 36 | - | 3,551,651 | -3.41% | 25 | 3.70% | 7 | -30.00% | 17 | 70.00% |
| Mar 31, 2024 | 36 | -16.28% | 3,677,047 | -2.39% | 26 | 3.76% | 10 | -44.44% | 10 | 25.00% |
| Dec 31, 2023 | 43 | 13.16% | 3,766,922 | 2.01% | 26 | 4.04% | 18 | 50.00% | 8 | 33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Philotimo Focused Growth and Income | 456.88K | 3.38% | - |
| Royce Micro Cap Trust | 439.45K | 3.21% | - |
| Perritt MicroCap Opportunities Investor | 408.00K | 3.02% | - |
| Vanguard Total Stock Mkt Idx Inv | 377.37K | 2.83% | 697.00 |
| Vanguard US Total Market Shares ETF | 376.67K | 2.82% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 226.21K | 1.69% | - |
| Royce Global Financial Services Svc | 165.50K | 1.21% | - |
| Fidelity Extended Market Index | 59.92K | 0.45% | -382.00 |
| Catalyst/SMH Total Return Income A | 49.50K | 0.37% | - |
| Bridgeway Omni Small-Cap Value N | 48.50K | 0.36% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 15, 2022 | HOLMES FRANK E | CEO/CIO | Buy | $32.30K |
| Sep 13, 2019 | RUBINSTEIN JEROLD H | - | Sell | $11.90K |
| Sep 28, 2018 | LYDON THOMAS F JR | - | Buy | $152.00 |
| Nov 13, 2017 | HOLMES FRANK E | CEO/CIO | Buy | $2.71K |
| Nov 10, 2017 | HOLMES FRANK E | CEO/CIO | Buy | $2.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
GROW Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools