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, Q3 2024
Institutional positions in United Guardian Inc as of Sep 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
- 31
- +2 vs. Q2 2024
- Shares held
- 1.01M
- −25.3K (−2.5%) vs. Q2 2024
- Total value
- $16.0M
- +$6.75M (+73.3%) vs. Q2 2024
- New holders
- 4
- 6 more added
- Sold out
- 2
- 11 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding United Guardian Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 182,363 | $2.90M | 0.00% | −5,200−2.8% | Reduced |
| Gamco Investors, Inc. Et Al | 158,500 | $2.52M | 0.03% | −1,000−0.6% | Reduced |
| Vanguard Group Inc | 137,356 | $2.18M | 0.00% | +4,111+3.1% | Added |
| Rodgers Brothers Inc. | 97,877 | $1.55M | 0.20% | −5,000−4.9% | Reduced |
| Dimensional Fund Advisors LP | 77,230 | $1.23M | 0.00% | +40.0% | Added |
| Teton Advisors, Inc. | 54,761 | $869.6K | 0.39% | −10,500−16.1% | Reduced |
| Parthenon LLC | 51,909 | $824.3K | 0.10% | −1,100−2.1% | Reduced |
| Neuberger Berman Group LLC | 48,232 | $765.9K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 38,000 | $603.4K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 28,335 | $450.1K | 0.00% | +2,170+8.3% | Added |
| UBS Group AG | 24,900 | $395.4K | 0.00% | −5,487−18.1% | Reduced |
| First Manhattan Co | 17,062 | $270.9K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 15,061 | $239.2K | 0.00% | −438−2.8% | Reduced |
| Bridgeway Capital Management, LLC | 13,466 | $213.8K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 11,771 | $186.9K | 0.00% | +11,771 | New |
| Susquehanna International Group, LLP | 11,287 | $179.2K | 0.00% | −20,973−65.0% | Reduced |
| HighTower Advisors, LLC | 11,000 | $174.0K | 0.00% | 00.0% | Unchanged |
| Northstar Group, Inc. | 10,590 | $168.2K | 0.03% | +85+0.8% | Added |
| Essex Investment Management Co LLC | 7,925 | $125.8K | 0.02% | +7,925 | New |
| Wells Fargo & Company | 4,501 | $71.5K | 0.00% | +10.0% | Added |
| Hillsdale Investment Management Inc. | 1,714 | $27.2K | 0.00% | +1,714 | New |
| Morgan Stanley | 549 | $8.72K | 0.00% | −4−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 300 | $4.76K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 267 | $4.24K | 0.00% | −770−74.3% | Reduced |
| FMR LLC | 261 | $4.15K | 0.00% | −2,678−91.1% | Reduced |
| Principal Securities, Inc. | 136 | $2.16K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $1.52K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 39 | $619 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 30 | $476 | 0.00% | +6+25.0% | Added |
| JPMorgan Chase & Co | 7 | $111 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |