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U S Global Investors Inc

GROW
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0000754811

No open-market purchases or sales by U S Global Investors Inc insiders were filed in the last 90 days; 35 institutions reported holding it in 13F filings for Q2 2026, worth $13.1M in total; no superinvestor holds it.

13F holders, Q2 2021

Institutional positions in U S Global Investors Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
48
+10 vs. Q1 2021
Shares held
4.19M
−943.3K (−18.4%) vs. Q1 2021
Total value
$25.9M
−$9.90M (−27.6%) vs. Q1 2021
New holders
15
8 more added
Sold out
5
21 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting GROW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 48 institutions
Q1 2021: 38 institutionsQ2 2021: 48 institutionsQ3 2021: 50 institutionsQ4 2021: 43 institutionsQ1 2022: 43 institutionsQ2 2022: 44 institutionsQ3 2022: 40 institutionsQ4 2022: 37 institutionsQ1 2023: 37 institutionsQ2 2023: 38 institutionsQ3 2023: 36 institutionsQ4 2023: 39 institutionsQ1 2024: 34 institutionsQ2 2024: 34 institutionsQ3 2024: 33 institutionsQ4 2024: 33 institutionsQ1 2025: 28 institutionsQ2 2025: 31 institutionsQ3 2025: 31 institutionsQ4 2025: 31 institutionsQ1 2026: 37 institutionsQ2 2026: 35 institutions
Value heldQ2 2021: $25.9M
Q1 2021: $35.8MQ2 2021: $25.9MQ3 2021: $23.7MQ4 2021: $16.8MQ1 2022: $20.1MQ2 2022: $18.1MQ3 2022: $11.7MQ4 2022: $11.6MQ1 2023: $9.86MQ2 2023: $11.5MQ3 2023: $10.5MQ4 2023: $10.5MQ1 2024: $10.2MQ2 2024: $9.27MQ3 2024: $9.50MQ4 2024: $8.15MQ1 2025: $6.80MQ2 2025: $9.34MQ3 2025: $10.5MQ4 2025: $9.92MQ1 2026: $9.80MQ2 2026: $13.1M
Institutions holding GROW and their total value by quarter
QuarterHoldersValue
Q2 202635$13.1M
Q1 202637$9.80M
Q4 202531$9.92M
Q3 202531$10.5M
Q2 202531$9.34M
Q1 202528$6.80M
Q4 202433$8.15M
Q3 202433$9.50M
Q2 202434$9.27M
Q1 202434$10.2M
Q4 202339$10.5M
Q3 202336$10.5M
Q2 202338$11.5M
Q1 202337$9.86M
Q4 202237$11.6M
Q3 202240$11.7M
Q2 202244$18.1M
Q1 202243$20.1M
Q4 202143$16.8M
Q3 202150$23.7M
Q2 202148$25.9M
Q1 202138$35.8M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding U S Global Investors Inc; share changes are against Q1 2021.

Institutions holding GROW in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc653,945$4.05M0.00%−23,705−3.5%Reduced
Royce & Associates LP604,954$3.75M0.03%−18,400−3.0%Reduced
Perritt Capital Management Inc572,630$3.54M1.85%−111,579−16.3%Reduced
Heartland Advisors Inc468,273$2.90M0.17%−31,727−6.3%Reduced
BlackRock Inc.287,604$1.78M0.00%−58,177−16.8%Reduced
Clear Harbor Asset Management, LLC200,250$1.24M0.15%+200,250New
Susquehanna International Group, LLP136,858$847.0K0.00%−1,899−1.4%Reduced
Renaissance Technologies LLC134,607$833.0K0.00%−146,644−52.1%Reduced
SMH Capital Advisors Inc119,604$740.0K1.49%+119,604New
Toroso Investments, LLC117,959$730.0K0.03%−24,055−16.9%Reduced
Geode Capital Management, LLC107,437$665.0K0.00%−8,343−7.2%Reduced
Marshall Wace, LLP103,310$639.0K0.00%+19,021+22.6%Added
Dimensional Fund Advisors LP75,693$469.0K0.00%−11,457−13.1%Reduced
Citadel Advisors LLC72,977$452.0K0.00%−4,231−5.5%Reduced
Millennium Management LLC65,020$402.0K0.00%+43,547+202.8%Added
State Street Corp55,475$343.0K0.00%+55,475New
Catalyst Capital Advisors LLC49,500$306.0K0.02%+49,500New
Laurel Wealth Advisors, Inc.42,056$260.0K0.03%+9,460+29.0%Added
Corsair Capital Management, L.P.37,945$235.0K0.04%+37,945New
Simplex Trading, LLC32,844$203.0K0.01%+963+3.0%Added
Northern Trust Corp29,222$181.0K0.00%−2,209−7.0%Reduced
Arrowstreet Capital, Limited Partnership29,087$180.0K0.00%00.0%Unchanged
Wolverine Trading, LLC22,110$136.0K0.00%+7,131+47.6%Added
Kestra Private Wealth Services, LLC20,822$129.0K0.01%−2,761−11.7%Reduced
Price T Rowe Associates Inc18,600$115.0K0.00%−37,900−67.1%Reduced
Diametric Capital, LP17,161$106.0K0.08%−446,328−96.3%Reduced
Pinz Capital Management, LP16,200$100.0K0.03%+16,200New
Group One Trading, L.P.12,487$77.0K0.00%−25,454−67.1%Reduced
XTX Topco Ltd11,792$73.0K0.02%+11,792New
O'Shaughnessy Asset Management, LLC11,168$69.0K0.00%−1,262−10.2%Reduced
Prelude Capital Management, LLC10,703$66.0K0.00%−293,433−96.5%Reduced
Jane Street Group, LLC10,213$63.0K0.00%+10,213New
Benjamin F. Edwards & Company, Inc.9,199$57.0K0.00%+6,099+196.7%Added
North Star Investment Management Corp.6,000$37.0K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.6,000$37.0K0.00%+6,000New
Alpha Paradigm Partners, LLC3,908$24.0K0.01%−44,638−91.9%Reduced
Cutler Group LP4,025$24.0K0.00%+4,025New
Tower Research Capital LLC (TRC)2,949$19.0K0.00%−5,104−63.4%Reduced
Wells Fargo & Company2,997$19.0K0.00%−2−0.1%Reduced
Bank of America Corp1,638$10.0K0.00%+1,578+2,630.0%Added
Advisor Group Holdings, Inc.1,535$9.00K0.00%+1,095+248.9%Added
UBS Group AG1,213$8.00K0.00%+1,213New
Tradition Wealth Management, LLC1,200$7.00K0.00%+1,200New
Geneos Wealth Management Inc.1,000$6.00K0.00%00.0%Unchanged
FMR LLC451$3.00K0.00%+451New
Advisory Services Network, LLC375$2.00K0.00%+375New
Brewin Dolphin Ltd270$1.67K0.00%00.0%Unchanged
IFP Advisors, Inc160$1.00K0.00%+160New
EAM Investors, LLC0$00.00%−188,398−100.0%Sold out
California Public Employees Retirement System0$00.00%−32,800−100.0%Sold out
Acadian Asset Management LLC0$00.00%−19,971−100.0%Sold out
Dorsey Wright & Associates0$00.00%−6,060−100.0%Sold out
Harbour Investments, Inc.0$00.00%−100−100.0%Sold out