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, Q1 2025
Institutional positions in United Guardian Inc as of Mar 31, 2025. 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. Q4 2024
- Shares held
- 1.03M
- +296 (0.0%) vs. Q4 2024
- Total value
- $9.26M
- −$610.6K (−6.2%) vs. Q4 2024
- New holders
- 1
- 5 more added
- Sold out
- 3
- 14 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding United Guardian Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 6 | $54 | 0.00% | −1−14.3% | Reduced |
| Principal Securities, Inc. | 7 | $67 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 25 | $225 | 0.00% | +1+4.2% | Added |
| Jones Financial Companies LLLP | 100 | $915 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 116 | $1.04K | 0.00% | −1−0.9% | Reduced |
| FMR LLC | 171 | $1.54K | 0.00% | −90−34.5% | Reduced |
| Morgan Stanley | 245 | $2.21K | 0.00% | −2−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 300 | $2.70K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 421 | $3.79K | 0.00% | −43−9.3% | Reduced |
| Wells Fargo & Company | 1,001 | $9.00K | 0.00% | −3,500−77.8% | Reduced |
| Hillsdale Investment Management Inc. | 1,714 | $15.4K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 7,095 | $63.8K | 0.01% | −9−0.1% | Reduced |
| Citadel Advisors LLC | 10,927 | $98.2K | 0.00% | −446−3.9% | Reduced |
| Susquehanna International Group, LLP | 10,933 | $98.3K | 0.00% | +10,933 | New |
| HighTower Advisors, LLC | 11,000 | $98.9K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 11,286 | $101.5K | 0.00% | −554−4.7% | Reduced |
| Bridgeway Capital Management, LLC | 13,466 | $121.1K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 17,062 | $153.4K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 20,070 | $180.4K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 24,164 | $217.2K | 0.00% | −1,363−5.3% | Reduced |
| UBS Group AG | 25,030 | $225.0K | 0.00% | +3,158+14.4% | Added |
| Neuberger Berman Group LLC | 30,951 | $278.3K | 0.00% | −6,309−16.9% | Reduced |
| Geode Capital Management, LLC | 32,848 | $295.4K | 0.00% | +1,584+5.1% | Added |
| Gabelli Funds LLC | 38,000 | $341.6K | 0.00% | 00.0% | Unchanged |
| Parthenon LLC | 51,909 | $466.7K | 0.06% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 54,161 | $486.9K | 0.30% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 76,877 | $691.1K | 0.00% | +1,883+2.5% | Added |
| Rodgers Brothers Inc. | 93,627 | $841.7K | 0.11% | −1,750−1.8% | Reduced |
| Vanguard Group Inc | 150,396 | $1.35M | 0.00% | +13,040+9.5% | Added |
| Gamco Investors, Inc. Et Al | 157,500 | $1.42M | 0.02% | −1,000−0.6% | Reduced |
| Renaissance Technologies LLC | 188,963 | $1.70M | 0.00% | −1,200−0.6% | Reduced |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −13,966−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |