Skip to main content

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, Q2 2024

Institutional positions in United Guardian Inc as of Jun 30, 2024. 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
30
+1 vs. Q1 2024
Shares held
1.04M
−25.7K (−2.4%) vs. Q1 2024
Total value
$9.32M
+$1.13M (+13.8%) vs. Q1 2024
New holders
3
7 more added
Sold out
2
10 more reduced

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 30 institutions
Q1 2021: 29 institutionsQ2 2021: 28 institutionsQ3 2021: 28 institutionsQ4 2021: 27 institutionsQ1 2022: 28 institutionsQ2 2022: 30 institutionsQ3 2022: 30 institutionsQ4 2022: 32 institutionsQ1 2023: 29 institutionsQ2 2023: 26 institutionsQ3 2023: 26 institutionsQ4 2023: 29 institutionsQ1 2024: 29 institutionsQ2 2024: 30 institutionsQ3 2024: 31 institutionsQ4 2024: 33 institutionsQ1 2025: 31 institutionsQ2 2025: 32 institutionsQ3 2025: 31 institutionsQ4 2025: 26 institutionsQ1 2026: 26 institutionsQ2 2026: 28 institutions
Value heldQ2 2024: $9.32M
Q1 2021: $18.1MQ2 2021: $17.9MQ3 2021: $16.5MQ4 2021: $18.6MQ1 2022: $26.2MQ2 2022: $18.0MQ3 2022: $12.7MQ4 2022: $11.5MQ1 2023: $10.1MQ2 2023: $8.41MQ3 2023: $7.87MQ4 2023: $7.66MQ1 2024: $8.19MQ2 2024: $9.32MQ3 2024: $16.0MQ4 2024: $9.87MQ1 2025: $9.26MQ2 2025: $8.28MQ3 2025: $7.80MQ4 2025: $5.79MQ1 2026: $6.04MQ2 2026: $6.31M
Institutions holding UG and their total value by quarter
QuarterHoldersValue
Q2 202628$6.31M
Q1 202626$6.04M
Q4 202526$5.79M
Q3 202531$7.80M
Q2 202532$8.28M
Q1 202531$9.26M
Q4 202433$9.87M
Q3 202431$16.0M
Q2 202430$9.32M
Q1 202429$8.19M
Q4 202329$7.66M
Q3 202326$7.87M
Q2 202326$8.41M
Q1 202329$10.1M
Q4 202232$11.5M
Q3 202230$12.7M
Q2 202230$18.0M
Q1 202228$26.2M
Q4 202127$18.6M
Q3 202128$16.5M
Q2 202128$17.9M
Q1 202129$18.1M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding United Guardian Inc; share changes are against Q1 2024.

Institutions holding UG in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Renaissance Technologies LLC187,563$1.68M0.00%+2,100+1.1%Added
Gamco Investors, Inc. Et Al159,500$1.43M0.02%+3,500+2.2%Added
Vanguard Group Inc133,245$1.19M0.00%00.0%Unchanged
Rodgers Brothers Inc.102,877$919.7K0.12%+2,777+2.8%Added
Dimensional Fund Advisors LP77,226$690.4K0.00%−340−0.4%Reduced
Teton Advisors, Inc.65,261$583.4K0.24%−2,500−3.7%Reduced
Parthenon LLC53,009$473.9K0.06%00.0%Unchanged
Neuberger Berman Group LLC48,232$431.2K0.00%−3,220−6.3%Reduced
Gabelli Funds LLC38,000$339.7K0.00%00.0%Unchanged
Susquehanna International Group, LLP32,260$288.4K0.00%−15,690−32.7%Reduced
UBS Group AG30,387$271.7K0.00%−4,960−14.0%Reduced
Geode Capital Management, LLC26,165$234.0K0.00%+1,265+5.1%Added
First Manhattan Co17,062$152.5K0.00%00.0%Unchanged
Northern Trust Corp15,499$138.6K0.00%−850−5.2%Reduced
Bridgeway Capital Management, LLC13,466$120.4K0.00%00.0%Unchanged
BlackRock Inc.11,685$104.5K0.00%+512+4.6%Added
HighTower Advisors, LLC11,000$98.0K0.00%00.0%Unchanged
Northstar Group, Inc.10,505$93.9K0.02%00.0%Unchanged
Wells Fargo & Company4,500$40.2K0.00%−24−0.5%Reduced
FMR LLC2,939$26.3K0.00%+2,939New
Tower Research Capital LLC (TRC)1,037$9.27K0.00%−131−11.2%Reduced
Morgan Stanley553$4.95K0.00%−3−0.5%Reduced
Advisor Group Holdings, Inc.300$2.68K0.00%00.0%Unchanged
Principal Securities, Inc.136$1.22K0.00%−50−26.9%Reduced
Royal Bank of Canada65$1.00K0.00%+13+25.0%Added
Brown Brothers Harriman & Co39$3490.00%00.0%Unchanged
Bank of America Corp24$2150.00%+23+2,300.0%Added
JPMorgan Chase & Co7$630.00%00.0%Unchanged
Innealta Capital, LLC1$90.00%+1New
Capital Advisors, Ltd. LLC30$00.00%+30New
Citadel Advisors LLC0$00.00%−10,736−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−360−100.0%Sold out