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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 2022

Institutional positions in U S Global Investors Inc as of Jun 30, 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
44
+1 vs. Q1 2022
Shares held
4.12M
+245.0K (+6.3%) vs. Q1 2022
Total value
$18.1M
−$2.01M (−10.0%) vs. Q1 2022
New holders
5
9 more added
Sold out
4
14 more reduced

Compare with Q1 2022: 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 2022: 44 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 2022: $18.1M
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, Q2 2022

Shares, value and share of portfolio for each institution holding U S Global Investors Inc; share changes are against Q1 2022.

Institutions holding GROW in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Royce & Associates LP604,954$2.65M0.03%00.0%Unchanged
Vanguard Group Inc594,256$2.63M0.00%−26,066−4.2%Reduced
Perritt Capital Management Inc575,630$2.54M1.54%+1,000+0.2%Added
Kanen Wealth Management LLC456,885$2.00M1.09%+456,885New
Heartland Advisors Inc450,000$1.99M0.14%00.0%Unchanged
BlackRock Inc.288,489$1.27M0.00%+1,696+0.6%Added
SMH Capital Advisors Inc133,930$592.0K0.80%+13,264+11.0%Added
Geode Capital Management, LLC112,846$494.0K0.00%+1,042+0.9%Added
Toroso Investments, LLC96,321$422.0K0.02%−15,887−14.2%Reduced
Susquehanna International Group, LLP91,610$401.0K0.00%−145,406−61.3%Reduced
Bridgeway Capital Management, LLC86,000$377.0K0.01%+86,000New
Hodges Capital Management Inc.68,500$302.0K0.03%−22,000−24.3%Reduced
Dimensional Fund Advisors LP56,112$246.0K0.00%+18,392+48.8%Added
State Street Corp51,993$228.0K0.00%00.0%Unchanged
Ameriprise Financial Inc49,223$218.0K0.00%−591−1.2%Reduced
Catalyst Capital Advisors LLC49,500$217.0K0.01%00.0%Unchanged
Renaissance Technologies LLC38,615$171.0K0.00%−43,000−52.7%Reduced
Formidable Asset Management, LLC32,917$145.0K0.03%−915−2.7%Reduced
Hexagon Capital Partners LLC32,472$142.0K0.04%00.0%Unchanged
Wolverine Trading, LLC28,884$128.0K0.00%−41,367−58.9%Reduced
Group One Trading, L.P.28,798$126.0K0.00%+7,310+34.0%Added
Price T Rowe Associates Inc26,700$117.0K0.00%00.0%Unchanged
Citadel Advisors LLC25,490$112.0K0.00%+4,475+21.3%Added
Northern Trust Corp23,123$102.0K0.00%00.0%Unchanged
Jane Street Group, LLC21,689$96.0K0.00%+21,689New
Kestra Private Wealth Services, LLC20,822$92.0K0.01%00.0%Unchanged
Barclays PLC19,083$84.0K0.00%00.0%Unchanged
Kestra Advisory Services, LLC17,822$79.0K0.00%+17,822New
North Star Investment Management Corp.11,000$48.0K0.00%00.0%Unchanged
Ancora Advisors, LLC4,000$18.0K0.00%00.0%Unchanged
Simplex Trading, LLC3,458$15.0K0.00%−14,558−80.8%Reduced
Advisor Group Holdings, Inc.3,356$14.0K0.00%−94−2.7%Reduced
Founders Capital Management3,000$13.0K0.01%+1,000+50.0%Added
UBS Group AG2,077$9.00K0.00%−1,098−34.6%Reduced
Bank of America Corp1,508$7.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.1,200$5.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC1,200$5.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.1,000$4.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)494$2.00K0.00%−1,810−78.6%Reduced
FMR LLC450$2.00K0.00%00.0%Unchanged
Wells Fargo & Company587$2.00K0.00%+507+633.8%Added
IFP Advisors, Inc160$1.00K0.00%−160−50.0%Reduced
Gradient Investments LLC175$1.00K0.00%+175New
Morgan Stanley1$00.00%−1,631−99.9%Reduced
Millennium Management LLC0$00.00%−32,017−100.0%Sold out
Marshall Wace, LLP0$00.00%−23,736−100.0%Sold out
LPL Financial LLC0$00.00%−10,970−100.0%Sold out
Benjamin F. Edwards & Company, Inc.0$00.00%−5,000−100.0%Sold out