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, Q3 2022
Institutional positions in United Guardian 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
- 30
- 0 vs. Q2 2022
- Shares held
- 1.12M
- −80.4K (−6.7%) vs. Q2 2022
- Total value
- $12.7M
- −$5.27M (−29.3%) vs. Q2 2022
- New holders
- 3
- 5 more added
- Sold out
- 3
- 7 more reduced
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding United Guardian Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 43 | $0 | 0.00% | −345−88.9% | Reduced |
| Huntington National Bank | 20 | $0 | 0.00% | +20 | New |
| Royal Bank of Canada | 10 | $0 | 0.00% | +10 | New |
| Harbour Investments, Inc. | 84 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 205 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 577 | $7.00K | 0.00% | +577 | New |
| Wells Fargo & Company | 1,020 | $11.0K | 0.00% | +1+0.1% | Added |
| Acadian Asset Management LLC | 1,120 | $12.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,145 | $13.0K | 0.00% | +25+2.2% | Added |
| Morgan Stanley | 1,970 | $22.0K | 0.00% | −169−7.9% | Reduced |
| US Bancorp | 3,319 | $38.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 7,001 | $79.0K | 0.00% | +1,600+29.6% | Added |
| HighTower Advisors, LLC | 11,000 | $124.0K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 13,466 | $153.0K | 0.00% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 14,109 | $160.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 17,062 | $193.0K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 20,070 | $228.0K | 0.00% | 00.0% | Unchanged |
| Northstar Group, Inc. | 21,809 | $248.0K | 0.07% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 22,514 | $255.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 27,578 | $314.0K | 0.00% | −5,713−17.2% | Reduced |
| BlackRock Inc. | 29,071 | $330.0K | 0.00% | −705−2.4% | Reduced |
| Gabelli Funds LLC | 38,000 | $432.0K | 0.00% | 00.0% | Unchanged |
| Parthenon LLC | 53,009 | $602.0K | 0.11% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 70,511 | $801.0K | 0.19% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 81,645 | $928.0K | 0.00% | −13,700−14.4% | Reduced |
| Rodgers Brothers Inc. | 92,350 | $1.05M | 0.22% | +2,500+2.8% | Added |
| Dimensional Fund Advisors LP | 107,300 | $1.22M | 0.00% | +344+0.3% | Added |
| Vanguard Group Inc | 130,932 | $1.49M | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 147,500 | $1.68M | 0.02% | −300−0.2% | Reduced |
| Renaissance Technologies LLC | 205,563 | $2.33M | 0.00% | −21,200−9.3% | Reduced |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −22,259−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −20,939−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |