U S Global Investors GROW Institutional Ownership

NASDAQ GROW

$2.86 -0.04 (-1.38%)

At close: Sep 9, 2026 · 4:00 PM EDT

Institutions by Trading Activity

36 Institutions

Increased 16 44.4%

Unchanged 13 36.1%

Reduced 7 19.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

33.09%

▲+0.11 pp QoQ

Shares Held by Institutions

4.19Mn

of 12.67Mn outstanding

▲+8.37% QoQ

Shares Outstanding

12.67Mn

8.48Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+323.92K

accumulated since last quarter

Value of Holdings

$12.50Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

U S Global Investors Inc (NASDAQ:GROW) is held by 36 institutional investors per 13F filings through June 2026.

Collectively, these holders controlled 33.1% of U S Global Investors's outstanding shares in June 2026, up from 33.0% in March 2026.
They increased total shares held in U S Global Investors by 8.37% from last quarter, and the number of investors in GROW increased 20.0% annually.
Of these 36 funds, 16 grew their exposure to U S Global Investors, 7 cut back, and 13 maintained positions.
Combined, these investors held 4.19Mn shares in GROW for June 2026, up by 323.92K shares quarter on quarter, and down 729.07K shares year over year.
Gator Capital Management, LLC leads ownership in GROW with 1.12Mn shares as of June 30, 2026, equal to 8.85% of outstanding shares.
Top purchasers of GROW stock for the quarter ending June 2026 included Gator Capital Management, LLC (80.22K), CWA Asset Management Group, LLC (77.74K), CITADEL ADVISORS LLC (67.43K), SMH CAPITAL ADVISORS INC (40.19K), GEODE CAPITAL MANAGEMENT, LLC (16.0K).
The largest sellers of U S Global Investors for the quarter ending June 2026 were VANGUARD CAPITAL MANAGEMENT LLC (8.87K), XTX Topco Ltd (4.95K), Tower Research Capital LLC (TRC) (1.09K), Rothschild Wealth LLC (1.0K), Samalin Investment Counsel, LLC (537).
U S Global Investors's 10 largest shareholders as of June 2026 include Gator Capital Management, LLC (1.12Mn), CWA Asset Management Group, LLC (707.24K), VANGUARD CAPITAL MANAGEMENT LLC (508.21K), North Star Investment Management Corp. (406.0K), BlackRock, Inc. (308.3K), RENAISSANCE TECHNOLOGIES LLC (204.02K), GEODE CAPITAL MANAGEMENT, LLC (131.48K), Rothschild Wealth LLC (121.96K), CITADEL ADVISORS LLC (113.07K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (81.96K) per Business Quant data.

Form 13F Holdings

36 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.19Mn

Of outstanding 33.09%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Gator Capital Management, LLC	0001570284	1,121,593	8.85%	▲80,219	+7.70%	$3.50Mn
2	CWA Asset Management Group, LLC	0001667134	707,235	5.58%	▲77,741	+12.35%	$2.21Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	508,207	4.01%	▼8,874	-1.72%	$1.59Mn
4	North Star Investment Management Corp.	0001342857	406,000	3.20%	0	0.00%	$1.27Mn
5	BlackRock, Inc.	0002012383	308,300	2.43%	0	0.00%	$961.90K
6	RENAISSANCE TECHNOLOGIES LLC	0001037389	204,015	1.61%	▲11,300	+5.86%	$636.53K
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	131,480	1.04%	▲15,999	+13.85%	$410.34K
8	Rothschild Wealth LLC	0001811345	121,965	0.96%	▼1,002	-0.81%	$380.53K
9	CITADEL ADVISORS LLC	0001423053	113,071	0.89%	▲67,427	+147.72%	$352.78K
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	81,957	0.65%	▲15,105	+22.59%	$255.71K
11	DIMENSIONAL FUND ADVISORS LP	0000354204	66,605	0.53%	▲7,905	+13.47%	$207.81K
12	VANGUARD FIDUCIARY TRUST CO	0000933478	60,275	0.48%	▲407	+0.68%	$188.06K
13	State Street Corp	0000093751	56,002	0.44%	0	0.00%	$174.73K
14	Proficio Capital Partners LLC	0001654175	54,578	0.43%	▲10,785	+24.63%	$170.28K
15	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	53,929	0.43%	0	0.00%	$168.26K
16	SMH CAPITAL ADVISORS INC	0001180391	40,191	0.32%	▲40,191	0.00%	$125.40K
17	MAI Capital Management	0001040197	37,000	0.29%	0	0.00%	$115.44K
18	Empowered Funds, LLC	0001592828	33,929	0.27%	0	0.00%	$105.86K
19	Northern Trust Corp	0000073124	21,327	0.17%	0	0.00%	$66.54K
20	KESTRA PRIVATE WEALTH SERVICES, LLC	0001649451	17,800	0.14%	▼21	-0.12%	$55.54K

Showing 1 to 20 of 36 holders