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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, Q3 2022

Institutional positions in U S Global Investors Inc as of Sep 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
40
−4 vs. Q2 2022
Shares held
4.08M
−35.9K (−0.9%) vs. Q2 2022
Total value
$11.7M
−$6.41M (−35.4%) vs. Q2 2022
New holders
1
14 more added
Sold out
5
7 more reduced

Compare with Q2 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 holdersQ3 2022: 40 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 heldQ3 2022: $11.7M
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, Q3 2022

Shares, value and share of portfolio for each institution holding U S Global Investors Inc; share changes are against Q2 2022.

Institutions holding GROW in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Royce & Associates LP604,954$1.74M0.02%00.0%Unchanged
Vanguard Group Inc594,256$1.71M0.00%00.0%Unchanged
Perritt Capital Management Inc575,630$1.65M1.05%00.0%Unchanged
Kanen Wealth Management LLC456,885$1.31M0.77%00.0%Unchanged
Heartland Advisors Inc450,000$1.29M0.10%00.0%Unchanged
BlackRock Inc.270,154$775.0K0.00%−18,335−6.4%Reduced
Susquehanna International Group, LLP166,266$477.0K0.00%+74,656+81.5%Added
SMH Capital Advisors Inc139,577$401.0K0.60%+5,647+4.2%Added
Geode Capital Management, LLC113,309$325.0K0.00%+463+0.4%Added
Toroso Investments, LLC98,321$282.0K0.01%+2,000+2.1%Added
Bridgeway Capital Management, LLC89,753$258.0K0.01%+3,753+4.4%Added
Dimensional Fund Advisors LP82,960$238.0K0.00%+26,848+47.8%Added
State Street Corp51,993$149.0K0.00%00.0%Unchanged
Catalyst Capital Advisors LLC49,500$142.0K0.01%00.0%Unchanged
Ameriprise Financial Inc48,735$140.0K0.00%−488−1.0%Reduced
Renaissance Technologies LLC39,315$113.0K0.00%+700+1.8%Added
Hexagon Capital Partners LLC32,472$93.0K0.03%00.0%Unchanged
Formidable Asset Management, LLC31,317$88.0K0.02%−1,600−4.9%Reduced
Price T Rowe Associates Inc26,700$77.0K0.00%00.0%Unchanged
Northern Trust Corp24,272$70.0K0.00%+1,149+5.0%Added
Kestra Private Wealth Services, LLC20,822$60.0K0.00%00.0%Unchanged
Millennium Management LLC19,725$57.0K0.00%+19,725New
Citadel Advisors LLC19,247$55.0K0.00%−6,243−24.5%Reduced
Barclays PLC19,083$55.0K0.00%00.0%Unchanged
Jane Street Group, LLC12,755$37.0K0.00%−8,934−41.2%Reduced
North Star Investment Management Corp.11,000$32.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)7,081$21.0K0.00%+6,587+1,333.4%Added
Founders Capital Management6,000$17.0K0.01%+3,000+100.0%Added
UBS Group AG4,750$14.0K0.00%+2,673+128.7%Added
Ancora Advisors, LLC4,000$11.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.3,364$9.00K0.00%+8+0.2%Added
Bank of America Corp1,500$4.00K0.00%−8−0.5%Reduced
Westside Investment Management, Inc.1,200$3.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC1,203$3.00K0.00%+3+0.3%Added
Geneos Wealth Management Inc.1,000$2.00K0.00%00.0%Unchanged
Wells Fargo & Company586$1.00K0.00%−1−0.2%Reduced
FMR LLC450$1.00K0.00%00.0%Unchanged
Gradient Investments LLC175$1.00K0.00%00.0%Unchanged
IFP Advisors, Inc160$1.00K0.00%00.0%Unchanged
Morgan Stanley6$00.00%+5+500.0%Added
Hodges Capital Management Inc.0$00.00%−68,500−100.0%Sold out
Wolverine Trading, LLC0$00.00%−28,884−100.0%Sold out
Group One Trading, L.P.0$00.00%−28,798−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−17,822−100.0%Sold out
Simplex Trading, LLC0$00.00%−3,458−100.0%Sold out