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, Q4 2022
Institutional positions in United Guardian Inc as of Dec 31, 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
- 32
- +2 vs. Q3 2022
- Shares held
- 1.10M
- −16.1K (−1.4%) vs. Q3 2022
- Total value
- $11.5M
- −$1.21M (−9.5%) vs. Q3 2022
- New holders
- 3
- 5 more added
- Sold out
- 1
- 12 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding United Guardian Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 3 | $31 | 0.00% | −574−99.5% | Reduced |
| Comerica Securities,inc. | 35 | $365 | 0.00% | +35 | New |
| Harbour Investments, Inc. | 84 | $877 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 85 | $1.00K | 0.00% | +75+750.0% | Added |
| Sargent Bickham Lagudis LLC | 210 | $2.19K | 0.00% | +5+2.4% | Added |
| ICA Group Wealth Management, LLC | 360 | $3.76K | 0.00% | +360 | New |
| Morgan Stanley | 969 | $10.1K | 0.00% | −1,001−50.8% | Reduced |
| Wells Fargo & Company | 1,020 | $10.6K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,060 | $11.0K | 0.00% | −60−5.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,037 | $11.0K | 0.00% | +994+2,311.6% | Added |
| Advisor Group Holdings, Inc. | 1,195 | $12.0K | 0.00% | +50+4.4% | Added |
| US Bancorp | 3,319 | $34.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,367 | $45.0K | 0.00% | −2,634−37.6% | Reduced |
| HighTower Advisors, LLC | 11,000 | $114.0K | 0.00% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 13,209 | $137.0K | 0.01% | −900−6.4% | Reduced |
| Bridgeway Capital Management, LLC | 13,466 | $140.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 17,062 | $178.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 18,545 | $193.6K | 0.00% | −9,033−32.8% | Reduced |
| United Capital Financial Advisers, LLC | 20,070 | $209.5K | 0.00% | 00.0% | Unchanged |
| Northstar Group, Inc. | 20,434 | $213.3K | 0.06% | −1,375−6.3% | Reduced |
| Geode Capital Management, LLC | 22,450 | $233.0K | 0.00% | −64−0.3% | Reduced |
| BlackRock Inc. | 29,038 | $303.2K | 0.00% | −33−0.1% | Reduced |
| Gabelli Funds LLC | 38,000 | $396.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 44,062 | $458.3K | 0.02% | +44,062 | New |
| Neuberger Berman Group LLC | 52,265 | $545.7K | 0.00% | −29,380−36.0% | Reduced |
| Parthenon LLC | 53,009 | $553.4K | 0.09% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 69,611 | $726.7K | 0.19% | −900−1.3% | Reduced |
| Rodgers Brothers Inc. | 92,350 | $964.1K | 0.19% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 107,300 | $1.12M | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 131,096 | $1.37M | 0.00% | +164+0.1% | Added |
| Gamco Investors, Inc. Et Al | 147,500 | $1.54M | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 189,663 | $1.98M | 0.00% | −15,900−7.7% | Reduced |
| Huntington National Bank | 0 | $0 | 0.00% | −20−100.0% | Sold out |