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 2023
Institutional positions in United Guardian Inc as of Dec 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
- +3 vs. Q3 2023
- Shares held
- 1.06M
- +17.4K (+1.7%) vs. Q3 2023
- Total value
- $7.66M
- −$218.5K (−2.8%) vs. Q3 2023
- New holders
- 5
- 7 more added
- Sold out
- 2
- 10 more reduced
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding United Guardian Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 183,763 | $1.32M | 0.00% | −2,100−1.1% | Reduced |
| Gamco Investors, Inc. Et Al | 156,000 | $1.12M | 0.01% | +1,500+1.0% | Added |
| Vanguard Group Inc | 133,245 | $959.4K | 0.00% | +1,949+1.5% | Added |
| Rodgers Brothers Inc. | 95,350 | $686.5K | 0.11% | +2,500+2.7% | Added |
| Dimensional Fund Advisors LP | 85,138 | $613.0K | 0.00% | −3,616−4.1% | Reduced |
| Teton Advisors, Inc. | 67,761 | $487.9K | 0.16% | −1,850−2.7% | Reduced |
| Parthenon LLC | 53,009 | $381.7K | 0.05% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 52,476 | $377.8K | 0.00% | +13,635+35.1% | Added |
| Gabelli Funds LLC | 38,000 | $273.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 35,392 | $254.8K | 0.01% | −16,304−31.5% | Reduced |
| UBS Group AG | 32,405 | $233.3K | 0.00% | −1,120−3.3% | Reduced |
| Geode Capital Management, LLC | 24,318 | $175.1K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 20,950 | $150.8K | 0.00% | +20,950 | New |
| First Manhattan Co | 17,062 | $122.8K | 0.00% | 00.0% | Unchanged |
| Northstar Group, Inc. | 13,673 | $98.4K | 0.02% | −4,100−23.1% | Reduced |
| Bridgeway Capital Management, LLC | 13,466 | $97.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 11,545 | $83.1K | 0.00% | −114−1.0% | Reduced |
| HighTower Advisors, LLC | 11,000 | $80.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,609 | $76.4K | 0.00% | +10,609 | New |
| Wells Fargo & Company | 4,523 | $32.6K | 0.00% | +10.0% | Added |
| Morgan Stanley | 1,024 | $7.38K | 0.00% | +281+37.8% | Added |
| Tower Research Capital LLC (TRC) | 991 | $7.14K | 0.00% | −835−45.7% | Reduced |
| Advisor Group Holdings, Inc. | 695 | $5.00K | 0.00% | −867−55.5% | Reduced |
| ICA Group Wealth Management, LLC | 360 | $2.59K | 0.00% | +360 | New |
| Principal Securities, Inc. | 186 | $1.34K | 0.00% | +186 | New |
| Royal Bank of Canada | 123 | $1.00K | 0.00% | −39−24.1% | Reduced |
| Brown Brothers Harriman & Co | 39 | $281 | 0.00% | +39 | New |
| JPMorgan Chase & Co | 5 | $36 | 0.00% | +1+25.0% | Added |
| Bank of America Corp | 1 | $7 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 0 | $0 | 0.00% | −3,549−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |