United-Guardian Ownership | Who Owns United-Guardian?

United-Guardian Ownership Summary

United-Guardian is owned by 20.95% institutional investors, 36.39% insiders, and 42.67% retail investors. Renaissance is the largest institutional shareholder, holding 4.14% of UG shares. 1290 VT GAMCO Small Company Value IB is the top mutual fund, with 3.26% of its assets in United-Guardian shares.

UG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	United-Guardian	20.95%	36.39%	42.67%
Sector	Consumer Defensive Stocks	43.74%	14.93%	41.34%
Industry	Household & Personal Products Stocks	47.16%	13.42%	39.42%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Renaissance	190.16K	4.14%	$1.82M
Gamco investors, inc. et al	158.50K	3.45%	$1.52M
Vanguard group	137.36K	2.99%	$1.33M
Rodgers brothers	95.38K	2.08%	$911.80K
Dimensional fund advisors lp	74.99K	1.63%	$723.69K
Teton advisors	54.16K	1.18%	$517.78K
Parthenon	51.91K	1.13%	$496.25M
Gabelli funds	38.00K	0.83%	$363.28K
Neuberger berman group	37.26K	0.81%	$356.21K
Geode capital management	31.26K	0.68%	$301.79K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Teton advisors	54.16K	0.27%	$517.78K
Rodgers brothers	95.38K	0.12%	$911.80K
Parthenon	51.91K	0.06%	$496.25M
Heron bay capital management	13.97K	0.03%	$134.77K
Gamco investors, inc. et al	158.50K	0.02%	$1.52M
Essex investment management	7.10K	0.01%	$67.91K
Bridgeway capital management	13.47K	0.00%	$129.95K
Renaissance	190.16K	0.00%	$1.82M
Gabelli funds	38.00K	0.00%	$363.28K
United capital financial advisers	20.07K	0.00%	$191.87K

Top Buyers

Holder	Shares	% Assets	Change
United capital financial advisers	20.07K	0.00%	20.07K
Heron bay capital management	13.97K	0.03%	13.97K
Renaissance	190.16K	0.00%	7.80K
Geode capital management	31.26K	-	2.93K
Blackrock	11.69K	-	512.00

Top Sellers

Holder	Shares	% Assets	Change
Susquehanna group, llp	-	-	-11.29K
Neuberger berman group	37.26K	0.00%	-10.97K
Citadel advisors	-	-	-10.74K
Northstar group	-	-	-10.59K
Ubs group	21.87K	-	-3.03K

New Positions

Holder	Shares	% Assets	Change	Value
United capital financial advisers	20.07K	0.00%	20.07K	$191.87K
Heron bay capital management	13.97K	0.03%	13.97K	$134.77K

Sold Out

Holder	Change
Innealta capital	-1.00
Ica group wealth management	-360.00
Northstar group	-10.59K
Citadel advisors	-10.74K
Susquehanna group, llp	-11.29K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	26	-13.33%	962,346	-4.29%	20	4.37%	7	-30.00%	7	-36.36%
Sep 30, 2024	30	3.45%	1,005,529	-3.55%	21	4.25%	10	11.11%	11	10.00%
Jun 30, 2024	29	3.57%	1,042,543	-2.40%	22	4.20%	9	-	10	42.86%
Mar 31, 2024	28	-3.45%	1,068,225	0.48%	23	4.34%	9	-25.00%	7	-30.00%
Dec 31, 2023	29	11.54%	1,063,109	1.66%	23	4.47%	12	20.00%	10	42.86%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
1290 VT GAMCO Small Company Value IB	150.00K	3.26%	-1.00K
Vanguard Total Stock Mkt Idx Inv	80.01K	1.74%	814.00
Vanguard US Total Market Shares ETF	79.20K	1.72%	-
TETON Westwood Mighty Mites AAA	54.16K	1.18%	-600.00
Vanguard Institutional Extnd Mkt Idx Tr	52.42K	1.14%	-
Gabelli Small Cap Growth AAA	38.00K	0.83%	-
DFA US Micro Cap I	32.27K	0.70%	-
Auer Growth	30.00K	0.65%	-
Fidelity Extended Market Index	16.65K	0.36%	-106.00
Bridgeway Ultra-Small Company Market	13.47K	0.29%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 15, 2016	VERNICE JOSEPH J	Vice President	Buy	$20.66K
Aug 15, 2016	VERNICE JOSEPH J	Vice President	Sell	$46.74K
Sep 22, 2015	Parker Betsee	-	Sell	$1.85K
Sep 22, 2015	Parker Betsee	-	Sell	$1.85K
Sep 22, 2015	Parker Betsee	-	Sell	$9.25K

Insider Transactions Trends

Date	Buy	Sell
2022 Q4	-	-
2021 Q1	-	-
2020 Q1	-	-
2019 Q2	-	-
2018 Q3	-	-

UG Ownership FAQ

Who Owns United-Guardian?

United-Guardian shareholders are primarily institutional investors at 20.95%, followed by 36.39% insiders and 42.66% retail investors. The average institutional ownership in United-Guardian's industry, Household & Personal Products Stocks , is 47.16%, which United-Guardian falls below.

Who owns the most shares of United-Guardian?

United-Guardian’s largest shareholders are Renaissance (190.16K shares, 4.14%), Gamco investors, inc. et al (158.5K shares, 3.45%), and Vanguard group (137.36K shares, 2.99%). Together, they hold 10.58% of United-Guardian’s total shares outstanding.

Does Blackrock own United-Guardian?

BlackRock is not among the top 10 institutional shareholders of United-Guardian.

Who is United-Guardian’s biggest shareholder by percentage of total assets invested?

Teton advisors is United-Guardian’s biggest shareholder by percentage of total assets invested, with 0.27% of its assets in 54.16K United-Guardian shares, valued at 517.78K$.

Who is the top mutual fund holder of United-Guardian shares?

1290 VT GAMCO Small Company Value IB is the top mutual fund holder of United-Guardian shares, with 3.26% of its total shares outstanding invested in 150K United-Guardian shares.

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