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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 7 | $111 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 30 | $476 | 0.00% | +6+25.0% | Added |
| Brown Brothers Harriman & Co | 39 | $619 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $1.52K | 0.00% | +100 | New |
| Principal Securities, Inc. | 136 | $2.16K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 261 | $4.15K | 0.00% | −2,678−91.1% | Reduced |
| Tower Research Capital LLC (TRC) | 267 | $4.24K | 0.00% | −770−74.3% | Reduced |
| Advisor Group Holdings, Inc. | 300 | $4.76K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 549 | $8.72K | 0.00% | −4−0.7% | Reduced |
| Hillsdale Investment Management Inc. | 1,714 | $27.2K | 0.00% | +1,714 | New |
| Wells Fargo & Company | 4,501 | $71.5K | 0.00% | +10.0% | Added |
| Essex Investment Management Co LLC | 7,925 | $125.8K | 0.02% | +7,925 | New |
| Northstar Group, Inc. | 10,590 | $168.2K | 0.03% | +85+0.8% | Added |
| HighTower Advisors, LLC | 11,000 | $174.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,287 | $179.2K | 0.00% | −20,973−65.0% | Reduced |
| BlackRock, Inc. | 11,771 | $186.9K | 0.00% | +11,771 | New |
| Bridgeway Capital Management, LLC | 13,466 | $213.8K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 15,061 | $239.2K | 0.00% | −438−2.8% | Reduced |
| First Manhattan Co | 17,062 | $270.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 24,900 | $395.4K | 0.00% | −5,487−18.1% | Reduced |
| Geode Capital Management, LLC | 28,335 | $450.1K | 0.00% | +2,170+8.3% | Added |
| Gabelli Funds LLC | 38,000 | $603.4K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 48,232 | $765.9K | 0.00% | 00.0% | Unchanged |
| Parthenon LLC | 51,909 | $824.3K | 0.10% | −1,100−2.1% | Reduced |
| Teton Advisors, Inc. | 54,761 | $869.6K | 0.39% | −10,500−16.1% | Reduced |
| Dimensional Fund Advisors LP | 77,230 | $1.23M | 0.00% | +40.0% | Added |
| Rodgers Brothers Inc. | 97,877 | $1.55M | 0.20% | −5,000−4.9% | Reduced |
| Vanguard Group Inc | 137,356 | $2.18M | 0.00% | +4,111+3.1% | Added |
| Gamco Investors, Inc. Et Al | 158,500 | $2.52M | 0.03% | −1,000−0.6% | Reduced |
| Renaissance Technologies LLC | 182,363 | $2.90M | 0.00% | −5,200−2.8% | Reduced |
| 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 |