U S Global Investors Inc (GROW) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

14,300,000Shares Outstanding

1,000,692Shares held by institutions

$3,202,214Value of institutional holdings

29.01%Institutional ownership %

24.51%Shares Changed QoQ

31No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, U S Global Investors Inc (NASDAQ:GROW) is held by 31 institutional firms.

U S Global Investors saw its institutional ownership percentage rose to 29.0% in December 2025 from 26.9% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 24.51%, with a year-over-year a decrease of 8.82% in the count of filers.
A review of institutional activity for U S Global Investors shows 9 of 31 filers increasing their positions, while 11 reduced their stake, and 11 remained unchanged.
This class of investors increased its holdings in U S Global Investors to 4.15Mn shares for the 13F-cycle ending December 2025, up by 816.71K shares quarter on quarter, and up 449.50K shares year over year.
With 833.09K shares, Gator Capital Management, LLC commands the largest institutional position in U S Global Investors as of December 31, 2025, equating to 5.83% of the company.
Among the most significant buyers of U S Global Investors during December 2025 were Rothschild Wealth LLC (522.97K), CWA Asset Management Group, LLC (168.18K), Gator Capital Management, LLC (132.21K), Proficio Capital Partners LLC (43.79K), Sandia Investment Management LP (43.79K).
Leading sellers of U S Global Investors stock in December 2025 included SMH CAPITAL ADVISORS INC (50.41K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (26.50K), VANGUARD GROUP INC (19.01K), RENAISSANCE TECHNOLOGIES LLC (18.47K), Samalin Investment Counsel, LLC (17.03K).
The top 10 institutional holders of U S Global Investors for the quarter ending December 2025 included Gator Capital Management, LLC (833.09K), VANGUARD GROUP INC (599.62K), Rothschild Wealth LLC (522.97K), PERRITT CAPITAL MANAGEMENT INC (522.97K), CWA Asset Management Group, LLC (421.39K), BlackRock, Inc. (310.04K), RENAISSANCE TECHNOLOGIES LLC (171.62K), GEODE CAPITAL MANAGEMENT, LLC (130.76K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (82.44K), CITADEL ADVISORS LLC (62.03K).

31 Institutional Holders

1,000,692 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Gator Capital Management, LLC	31 Dec, 2025	833,091	132,207	18.86%	$2,007,749.00
VANGUARD GROUP INC	31 Dec, 2025	599,620	-19,013	-3.07%	$1,445,084.00
Rothschild Wealth LLC	31 Dec, 2025	522,967	522,967	0.00%	$1,260,351.00
PERRITT CAPITAL MANAGEMENT INC	31 Dec, 2025	522,967	0	0.00%	$1,260,351.00
CWA Asset Management Group, LLC	31 Dec, 2025	421,390	168,176	66.42%	$1,015,550.00
BlackRock, Inc.	31 Dec, 2025	310,038	0	0.00%	$747,191.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	171,615	-18,469	-9.72%	$413,592.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	130,765	2,519	1.96%	$315,224.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31 Dec, 2025	82,435	-11,601	-12.34%	$198,668.00
CITADEL ADVISORS LLC	31 Dec, 2025	62,028	18,403	42.18%	$149,487.00
STATE STREET CORP	31 Dec, 2025	56,002	0	0.00%	$134,965.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	53,929	-26,500	-32.95%	$129,969.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	53,644	-2,862	-5.06%	$129,282.00
Proficio Capital Partners LLC	31 Dec, 2025	43,793	43,793	0.00%	$105,541.00
Sandia Investment Management LP	31 Dec, 2025	43,793	43,793	0.00%	$105,541.00
SMH CAPITAL ADVISORS INC	31 Dec, 2025	41,052	-50,405	-55.11%	$98,934.00
Tidal Investments LLC	31 Dec, 2025	40,429	40,429	0.00%	$97,434.00
MAI Capital Management	31 Dec, 2025	37,000	0	0.00%	$89,170.00
Empowered Funds, LLC	31 Dec, 2025	33,929	0	0.00%	$81,769.00
NORTHERN TRUST CORP	31 Dec, 2025	21,948	0	0.00%	$52,895.00

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