United-Guardian Ownership | Who Owns United-Guardian?

United-Guardian Ownership Summary

United-Guardian is owned by 22.69% institutional investors, 36.39% insiders, and 40.92% retail investors. Renaissance is the largest institutional shareholder, holding 4.08% of UG shares. 1290 VT GAMCO Small Company Value IB is the top mutual fund, with 3.29% of its assets in United-Guardian shares.

UG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	United-Guardian	22.69%	36.39%	40.92%
Sector	Consumer Defensive Stocks	49.00%	13.00%	37.99%
Industry	Household & Personal Products Stocks	58.22%	12.51%	29.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Renaissance	187.56K	4.08%	$1.68M
Gamco investors, inc. et al	159.50K	3.47%	$1.43M
Vanguard group	133.25K	2.90%	$1.19M
Rodgers brothers	102.88K	2.24%	$919.72K
Dimensional fund advisors lp	77.23K	1.68%	$690.40K
Teton advisors	65.26K	1.42%	$583.43K
Parthenon	53.01K	1.15%	$473.90K
Neuberger berman group	48.23K	1.05%	$431.20K
Gabelli funds	38.00K	0.83%	$339.72K
Susquehanna group, llp	32.26K	0.70%	$288.40K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Teton advisors	65.26K	0.24%	$583.43K
Rodgers brothers	102.88K	0.12%	$919.72K
Parthenon	53.01K	0.06%	$473.90K
Northstar group	10.51K	0.02%	$93.91K
Gamco investors, inc. et al	159.50K	0.02%	$1.43M
Renaissance	187.56K	0.00%	$1.68M
Bridgeway capital management	13.47K	0.00%	$120.39K
Gabelli funds	38.00K	0.00%	$339.72K
First manhattan co. llc.	17.06K	0.00%	$152.53K
Neuberger berman group	48.23K	0.00%	$431.20K

Top Buyers

Holder	Shares	% Assets	Change
Gamco investors, inc. et al	159.50K	0.02%	3.50K
Fmr	2.94K	-	2.94K
Rodgers brothers	102.88K	0.12%	2.78K
Renaissance	187.56K	0.00%	2.10K
Geode capital management	26.16K	-	1.26K

Top Sellers

Holder	Shares	% Assets	Change
Susquehanna group, llp	32.26K	0.00%	-15.69K
Citadel advisors	-	-	-10.74K
Ubs group	30.39K	0.00%	-4.96K
Neuberger berman group	48.23K	0.00%	-3.22K
Teton advisors	65.26K	0.24%	-2.50K

New Positions

Holder	Shares	% Assets	Change	Value
Fmr	2.94K	-	2.94K	$26.27K
Innealta capital	1.00	-	1.00	$9.00

Sold Out

Holder	Change
Ica group wealth management	-360.00
Citadel advisors	-10.74K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	26	-	1,045,741	3.24%	22	4.68%	10	25.00%	7	16.67%
Jun 30, 2023	26	-7.14%	1,012,933	-5.48%	22	4.05%	8	14.29%	6	-33.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
1290 VT GAMCO Small Company Value IB	151.00K	3.29%	-
Vanguard Total Stock Mkt Idx Inv	79.20K	1.72%	-
TETON Westwood Mighty Mites AAA	65.26K	1.42%	-2.50K
Vanguard Institutional Extnd Mkt Idx Tr	52.42K	1.14%	-
Gabelli Small Cap Growth AAA	38.00K	0.83%	-
DFA US Micro Cap I	33.44K	0.73%	-
Auer Growth	30.00K	0.65%	-
Fidelity Extended Market Index	17.65K	0.38%	-661.00
Bridgeway Ultra-Small Company Market	13.47K	0.29%	-
Dimensional US Small Cap ETF	10.37K	0.23%	-

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 22.69%, followed by 36.39% insiders and 40.92% retail investors. The average institutional ownership in United-Guardian's industry, Household & Personal Products Stocks , is 58.22%, which United-Guardian falls below.

Who owns the most shares of United-Guardian?

United-Guardian’s largest shareholders are Renaissance (187.56K shares, 4.08%), Gamco investors, inc. et al (159.5K shares, 3.47%), and Vanguard group (133.24K shares, 2.90%). Together, they hold 10.45% 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 0.24% of its assets in 65.26K United-Guardian shares, valued at 583.43K$.

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 3.29% of its total shares outstanding invested in 151K United-Guardian shares.

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