United Guardian Inc
UG- Exchange
- Nasdaq
- Industry
- Perfumes, Cosmetics & Other Toilet Preparations
- SEC CIK
- 0000101295
No open-market purchases or sales by United Guardian Inc insiders were filed in the last 90 days; 28 institutions reported holding it in 13F filings for Q2 2026, worth $6.31M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in United Guardian 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
- 28
- −1 vs. Q1 2021
- Shares held
- 1.19M
- −97 (0.0%) vs. Q1 2021
- Total value
- $17.9M
- −$169.8K (−0.9%) vs. Q1 2021
- New holders
- 3
- 10 more added
- Sold out
- 4
- 6 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UG 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 28 | $6.31M |
| Q1 2026 | 26 | $6.04M |
| Q4 2025 | 26 | $5.79M |
| Q3 2025 | 31 | $7.80M |
| Q2 2025 | 32 | $8.28M |
| Q1 2025 | 31 | $9.26M |
| Q4 2024 | 33 | $9.87M |
| Q3 2024 | 31 | $16.0M |
| Q2 2024 | 30 | $9.32M |
| Q1 2024 | 29 | $8.19M |
| Q4 2023 | 29 | $7.66M |
| Q3 2023 | 26 | $7.87M |
| Q2 2023 | 26 | $8.41M |
| Q1 2023 | 29 | $10.1M |
| Q4 2022 | 32 | $11.5M |
| Q3 2022 | 30 | $12.7M |
| Q2 2022 | 30 | $18.0M |
| Q1 2022 | 28 | $26.2M |
| Q4 2021 | 27 | $18.6M |
| Q3 2021 | 28 | $16.5M |
| Q2 2021 | 28 | $17.9M |
| Q1 2021 | 29 | $18.1M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding United Guardian Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 28 | $0 | 0.00% | +15+115.4% | Added |
| Royal Bank of Canada | 79 | $1.00K | 0.00% | +79 | New |
| Tower Research Capital LLC (TRC) | 100 | $2.00K | 0.00% | −54−35.1% | Reduced |
| Sargent Bickham Lagudis LLC | 193 | $3.00K | 0.00% | +6+3.2% | Added |
| Advisor Group Holdings, Inc. | 695 | $11.0K | 0.00% | +300+75.9% | Added |
| Wealth Quarterback LLC | 807 | $13.0K | 0.01% | +807 | New |
| Wells Fargo & Company | 1,020 | $15.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,468 | $22.0K | 0.00% | −281−16.1% | Reduced |
| US Bancorp | 3,719 | $56.0K | 0.00% | +760+25.7% | Added |
| Morgan Stanley | 6,255 | $94.0K | 0.00% | +1,463+30.5% | Added |
| HighTower Advisors, LLC | 11,000 | $164.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 11,000 | $165.0K | 0.00% | +11,000 | New |
| Heritage Investors Management Corp | 13,899 | $208.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 16,154 | $242.0K | 0.00% | +534+3.4% | Added |
| First Manhattan Co | 17,062 | $256.0K | 0.00% | 00.0% | Unchanged |
| Northstar Group, Inc. | 25,639 | $385.0K | 0.10% | −114−0.4% | Reduced |
| Bridgeway Capital Management, LLC | 26,000 | $390.0K | 0.01% | −3,500−11.9% | Reduced |
| United Capital Financial Advisers, LLC | 30,070 | $451.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 34,795 | $522.0K | 0.00% | +2,691+8.4% | Added |
| Gabelli Funds LLC | 38,000 | $570.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 60,130 | $903.0K | 0.00% | +13,350+28.5% | Added |
| Teton Advisors, Inc. | 70,511 | $1.06M | 0.14% | 00.0% | Unchanged |
| Parthenon LLC | 71,274 | $1.07M | 0.16% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 107,100 | $1.61M | 0.31% | −7,250−6.3% | Reduced |
| Dimensional Fund Advisors LP | 110,722 | $1.66M | 0.00% | +800+0.7% | Added |
| Vanguard Group Inc | 130,065 | $1.95M | 0.00% | +1,235+1.0% | Added |
| Gamco Investors, Inc. Et Al | 148,300 | $2.23M | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 255,663 | $3.84M | 0.00% | −6,600−2.5% | Reduced |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −14,416−100.0% | Sold out |
| ShoreHaven Wealth Partners, LLC | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |