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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, Q1 2022

Institutional positions in U S Global Investors Inc as of Mar 31, 2022. 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
43
0 vs. Q4 2021
Shares held
3.87M
+57.1K (+1.5%) vs. Q4 2021
Total value
$20.1M
+$3.34M (+19.9%) vs. Q4 2021
New holders
6
11 more added
Sold out
6
12 more reduced

Compare with Q4 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 holdersQ1 2022: 43 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 heldQ1 2022: $20.1M
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, Q1 2022

Shares, value and share of portfolio for each institution holding U S Global Investors Inc; share changes are against Q4 2021.

Institutions holding GROW in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc620,322$3.23M0.00%−27,552−4.3%Reduced
Royce & Associates LP604,954$3.15M0.03%00.0%Unchanged
Perritt Capital Management Inc574,630$2.99M1.61%00.0%Unchanged
Heartland Advisors Inc450,000$2.34M0.15%00.0%Unchanged
BlackRock Inc.286,793$1.49M0.00%−2,818−1.0%Reduced
Susquehanna International Group, LLP237,016$1.23M0.00%+100,465+73.6%Added
SMH Capital Advisors Inc120,666$627.0K1.02%+1,455+1.2%Added
Toroso Investments, LLC112,208$583.0K0.02%−18,031−13.8%Reduced
Geode Capital Management, LLC111,804$581.0K0.00%+2,643+2.4%Added
Hodges Capital Management Inc.90,500$471.0K0.04%+90,500New
Renaissance Technologies LLC81,615$424.0K0.00%−97,000−54.3%Reduced
Wolverine Trading, LLC70,251$366.0K0.01%+70,251New
State Street Corp51,993$270.0K0.00%−3,482−6.3%Reduced
Ameriprise Financial Inc49,814$259.0K0.00%+11,907+31.4%Added
Catalyst Capital Advisors LLC49,500$257.0K0.01%00.0%Unchanged
Dimensional Fund Advisors LP37,720$196.0K0.00%00.0%Unchanged
Formidable Asset Management, LLC33,832$176.0K0.03%+931+2.8%Added
Hexagon Capital Partners LLC32,472$169.0K0.04%+32,472New
Millennium Management LLC32,017$166.0K0.00%−10,404−24.5%Reduced
Price T Rowe Associates Inc26,700$139.0K0.00%00.0%Unchanged
Marshall Wace, LLP23,736$123.0K0.00%−16,048−40.3%Reduced
Northern Trust Corp23,123$120.0K0.00%−2,026−8.1%Reduced
Group One Trading, L.P.21,488$112.0K0.00%+11,605+117.4%Added
Citadel Advisors LLC21,015$109.0K0.00%−23,528−52.8%Reduced
Kestra Private Wealth Services, LLC20,822$108.0K0.01%00.0%Unchanged
Barclays PLC19,083$99.0K0.00%+19,083New
Simplex Trading, LLC18,016$93.0K0.00%+7,954+79.0%Added
LPL Financial LLC10,970$57.0K0.00%−308−2.7%Reduced
North Star Investment Management Corp.11,000$57.0K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.5,000$26.0K0.00%−1,500−23.1%Reduced
Ancora Advisors, LLC4,000$21.0K0.00%+4,000New
Advisor Group Holdings, Inc.3,450$18.0K0.00%+6+0.2%Added
UBS Group AG3,175$17.0K0.00%+3,175New
Tower Research Capital LLC (TRC)2,304$12.0K0.00%+1,114+93.6%Added
Founders Capital Management2,000$9.00K0.01%00.0%Unchanged
Bank of America Corp1,508$8.00K0.00%−24−1.6%Reduced
Morgan Stanley1,632$8.00K0.00%+1,631+163,100.0%Added
Westside Investment Management, Inc.1,200$6.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC1,200$6.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.1,000$5.00K0.00%00.0%Unchanged
FMR LLC450$2.00K0.00%00.0%Unchanged
IFP Advisors, Inc320$2.00K0.00%+160+100.0%Added
Wells Fargo & Company80$00.00%00.0%Unchanged
Bank of Montreal0$00.00%−29,655−100.0%Sold out
Quadrature Capital Ltd0$00.00%−23,489−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−14,734−100.0%Sold out
Accretive Wealth Partners, LLC0$00.00%−11,500−100.0%Sold out
Stifel Financial Corp0$00.00%−10,182−100.0%Sold out
Corsair Capital Management, L.P.0$00.00%−10,000−100.0%Sold out