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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 15 | $0 | 0.00% | −70−82.4% | Reduced |
| Bank of America Corp | 1 | $9 | 0.00% | −2−66.7% | Reduced |
| Harbour Investments, Inc. | 84 | $790 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 360 | $3.38K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 492 | $4.00K | 0.00% | −568−53.6% | Reduced |
| Morgan Stanley | 829 | $7.79K | 0.00% | −140−14.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,195 | $11.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,199 | $11.3K | 0.00% | +179+17.5% | Added |
| Tower Research Capital LLC (TRC) | 1,479 | $14.0K | 0.00% | +442+42.6% | Added |
| US Bancorp | 3,319 | $31.2K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,098 | $93.8K | 0.00% | +10,098 | New |
| HighTower Advisors, LLC | 11,000 | $102.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 11,214 | $105.4K | 0.00% | −17,824−61.4% | Reduced |
| Heritage Investors Management Corp | 13,169 | $122.0K | 0.01% | −40−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 13,466 | $125.1K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 17,062 | $160.4K | 0.00% | 00.0% | Unchanged |
| Northstar Group, Inc. | 18,633 | $175.0K | 0.04% | −1,801−8.8% | Reduced |
| Geode Capital Management, LLC | 22,451 | $208.6K | 0.00% | +10.0% | Added |
| UBS Group AG | 25,834 | $242.8K | 0.00% | +7,289+39.3% | Added |
| Gabelli Funds LLC | 38,000 | $357.2K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 48,535 | $456.2K | 0.00% | −3,730−7.1% | Reduced |
| Ameritas Advisory Services, LLC | 45,165 | $462.8K | 0.02% | +1,103+2.5% | Added |
| Parthenon LLC | 53,009 | $498.3K | 0.08% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 69,611 | $654.3K | 0.17% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 92,350 | $868.1K | 0.17% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 106,834 | $992.5K | 0.00% | −466−0.4% | Reduced |
| Vanguard Group Inc | 131,296 | $1.23M | 0.00% | +200+0.2% | Added |
| Gamco Investors, Inc. Et Al | 147,500 | $1.39M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 187,463 | $1.76M | 0.00% | −2,200−1.2% | 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 |