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, Q1 2023
Institutional positions in United Guardian Inc as of Mar 31, 2023. 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
- 29
- −2 vs. Q4 2022
- Shares held
- 1.07M
- −32.0K (−2.9%) vs. Q4 2022
- Total value
- $10.1M
- −$1.42M (−12.3%) vs. Q4 2022
- New holders
- 1
- 6 more added
- Sold out
- 3
- 10 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding United Guardian Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 187,463 | $1.76M | 0.00% | −2,200−1.2% | Reduced |
| Gamco Investors, Inc. Et Al | 147,500 | $1.39M | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 131,296 | $1.23M | 0.00% | +200+0.2% | Added |
| Dimensional Fund Advisors LP | 106,834 | $992.5K | 0.00% | −466−0.4% | Reduced |
| Rodgers Brothers Inc. | 92,350 | $868.1K | 0.17% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 69,611 | $654.3K | 0.17% | 00.0% | Unchanged |
| Parthenon LLC | 53,009 | $498.3K | 0.08% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 45,165 | $462.8K | 0.02% | +1,103+2.5% | Added |
| Neuberger Berman Group LLC | 48,535 | $456.2K | 0.00% | −3,730−7.1% | Reduced |
| Gabelli Funds LLC | 38,000 | $357.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 25,834 | $242.8K | 0.00% | +7,289+39.3% | Added |
| Geode Capital Management, LLC | 22,451 | $208.6K | 0.00% | +10.0% | Added |
| Northstar Group, Inc. | 18,633 | $175.0K | 0.04% | −1,801−8.8% | Reduced |
| First Manhattan Co | 17,062 | $160.4K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 13,466 | $125.1K | 0.00% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 13,169 | $122.0K | 0.01% | −40−0.3% | Reduced |
| BlackRock Inc. | 11,214 | $105.4K | 0.00% | −17,824−61.4% | Reduced |
| HighTower Advisors, LLC | 11,000 | $102.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,098 | $93.8K | 0.00% | +10,098 | New |
| US Bancorp | 3,319 | $31.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,479 | $14.0K | 0.00% | +442+42.6% | Added |
| Wells Fargo & Company | 1,199 | $11.3K | 0.00% | +179+17.5% | Added |
| Advisor Group Holdings, Inc. | 1,195 | $11.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 829 | $7.79K | 0.00% | −140−14.4% | Reduced |
| Acadian Asset Management LLC | 492 | $4.00K | 0.00% | −568−53.6% | Reduced |
| ICA Group Wealth Management, LLC | 360 | $3.38K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 84 | $790 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1 | $9 | 0.00% | −2−66.7% | Reduced |
| Royal Bank of Canada | 15 | $0 | 0.00% | −70−82.4% | Reduced |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −20,070−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −4,367−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |