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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 2024

Institutional positions in U S Global Investors Inc as of Jun 30, 2024. 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
34
0 vs. Q1 2024
Shares held
3.57M
−125.4K (−3.4%) vs. Q1 2024
Total value
$9.27M
−$948.3K (−9.3%) vs. Q1 2024
New holders
3
4 more added
Sold out
3
17 more reduced

Compare with Q1 2024: 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 2024: 34 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 2024: $9.27M
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 2024

Shares, value and share of portfolio for each institution holding U S Global Investors Inc; share changes are against Q1 2024.

Institutions holding GROW in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc617,936$1.61M0.00%−15,552−2.5%Reduced
Royce & Associates LP604,954$1.58M0.01%00.0%Unchanged
Perritt Capital Management Inc552,621$1.44M0.79%−640−0.1%Reduced
Kanen Wealth Management LLC456,885$1.19M0.74%00.0%Unchanged
BlackRock Inc.313,909$819.3K0.00%−25,526−7.5%Reduced
Renaissance Technologies LLC148,915$388.7K0.00%−150.0%Reduced
Geode Capital Management, LLC119,311$311.5K0.00%−2,148−1.8%Reduced
SMH Capital Advisors Inc107,318$280.1K0.86%−4,684−4.2%Reduced
Bridgeway Capital Management, LLC103,193$269.3K0.01%+3,600+3.6%Added
Susquehanna International Group, LLP70,528$184.1K0.00%+4,841+7.4%Added
Toroso Investments, LLC60,185$157.1K0.00%−9,348−13.4%Reduced
Empowered Funds, LLC50,940$133.0K0.00%+3,600+7.6%Added
Catalyst Capital Advisors LLC49,500$129.2K0.00%00.0%Unchanged
State Street Corp45,352$118.4K0.00%00.0%Unchanged
Vima LLC41,458$108.2K0.24%−2,557−5.8%Reduced
Dimensional Fund Advisors LP40,367$105.4K0.00%−15,317−27.5%Reduced
Formidable Asset Management, LLC36,250$94.6K0.02%−3,950−9.8%Reduced
Morgan Stanley27,030$70.5K0.00%−9,708−26.4%Reduced
Northern Trust Corp22,899$59.8K0.00%−50−0.2%Reduced
Kestra Private Wealth Services, LLC22,822$59.6K0.00%00.0%Unchanged
Citadel Advisors LLC16,582$43.3K0.00%−4,269−20.5%Reduced
Parallax Volatility Advisers, L.P.11,888$31.0K0.00%−7,609−39.0%Reduced
North Star Investment Management Corp.11,000$28.7K0.00%00.0%Unchanged
Founders Capital Management8,000$20.9K0.01%00.0%Unchanged
Ridgewood Investments LLC5,000$13.1K0.01%+5,000New
Tower Research Capital LLC (TRC)3,942$10.3K0.00%+860+27.9%Added
Westside Investment Management, Inc.1,200$3.13K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co563$1.47K0.00%+563New
Wells Fargo & Company501$1.31K0.00%−93−15.7%Reduced
Rhumbline Advisers387$1.01K0.00%−30−7.2%Reduced
Bank of America Corp103$2680.00%+103New
UBS Group AG84$2190.00%−239−74.0%Reduced
JPMorgan Chase & Co28$730.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.16,000$00.00%00.0%Unchanged
Price T Rowe Associates Inc0$00.00%−26,700−100.0%Sold out
Millennium Management LLC0$00.00%−14,098−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−1,430−100.0%Sold out