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 |
|---|---|---|---|---|---|
| Bank of America Corp | 1 | $7 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5 | $36 | 0.00% | +1+25.0% | Added |
| Brown Brothers Harriman & Co | 39 | $281 | 0.00% | +39 | New |
| Royal Bank of Canada | 123 | $1.00K | 0.00% | −39−24.1% | Reduced |
| Principal Securities, Inc. | 186 | $1.34K | 0.00% | +186 | New |
| ICA Group Wealth Management, LLC | 360 | $2.59K | 0.00% | +360 | New |
| Advisor Group Holdings, Inc. | 695 | $5.00K | 0.00% | −867−55.5% | Reduced |
| Tower Research Capital LLC (TRC) | 991 | $7.14K | 0.00% | −835−45.7% | Reduced |
| Morgan Stanley | 1,024 | $7.38K | 0.00% | +281+37.8% | Added |
| Wells Fargo & Company | 4,523 | $32.6K | 0.00% | +10.0% | Added |
| Susquehanna International Group, LLP | 10,609 | $76.4K | 0.00% | +10,609 | New |
| HighTower Advisors, LLC | 11,000 | $80.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 11,545 | $83.1K | 0.00% | −114−1.0% | Reduced |
| Bridgeway Capital Management, LLC | 13,466 | $97.0K | 0.00% | 00.0% | Unchanged |
| Northstar Group, Inc. | 13,673 | $98.4K | 0.02% | −4,100−23.1% | Reduced |
| First Manhattan Co | 17,062 | $122.8K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 20,950 | $150.8K | 0.00% | +20,950 | New |
| Geode Capital Management, LLC | 24,318 | $175.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 32,405 | $233.3K | 0.00% | −1,120−3.3% | Reduced |
| Ameritas Advisory Services, LLC | 35,392 | $254.8K | 0.01% | −16,304−31.5% | Reduced |
| Gabelli Funds LLC | 38,000 | $273.6K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 52,476 | $377.8K | 0.00% | +13,635+35.1% | Added |
| Parthenon LLC | 53,009 | $381.7K | 0.05% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 67,761 | $487.9K | 0.16% | −1,850−2.7% | Reduced |
| Dimensional Fund Advisors LP | 85,138 | $613.0K | 0.00% | −3,616−4.1% | Reduced |
| Rodgers Brothers Inc. | 95,350 | $686.5K | 0.11% | +2,500+2.7% | Added |
| Vanguard Group Inc | 133,245 | $959.4K | 0.00% | +1,949+1.5% | Added |
| Gamco Investors, Inc. Et Al | 156,000 | $1.12M | 0.01% | +1,500+1.0% | Added |
| Renaissance Technologies LLC | 183,763 | $1.32M | 0.00% | −2,100−1.1% | Reduced |
| 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 |