U S Global Investors GROW Institutional Ownership

NASDAQ GROW

$2.62 -0.01 (-0.38%)

At close: Oct 23, 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

26.32%

▲+1.78 pp QoQ

Shares Held by Institutions

4.19Mn

of 15.94Mn outstanding

▲+7.23% QoQ

Shares Outstanding

15.94Mn

11.74Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+282.87K

accumulated since last quarter

Value of Holdings

$10.99Mn

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

Updated Oct 10, 2026

U S Global Investors Inc (NASDAQ:GROW) counted 36 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

These investors held 26.32% of U S Global Investors' outstanding shares at the end of Q2 2026, up from 24.54% in Q1 2026.
Total shares held in U S Global Investors rose 7.23% from Q1 2026, while the number of holders rose 24.14% from Q2 2025.
Of the 36 holders, 16 added to their positions, 7 reduced their stakes and 13 left their positions unchanged in Q2 2026.
The aggregate institutional position in U S Global Investors was 4.19Mn shares at the end of Q2 2026, up 282.87K from the prior quarter and up 632.17K from a year earlier.
Gator Capital Management, LLC was the top holder of U S Global Investors as of June 30, 2026, with 1.12Mn shares, or 7.04% of shares outstanding.
The biggest increases in GROW positions during Q2 2026 came from Gator Capital Management, LLC (+80.22K shares), CWA Asset Management Group, LLC (+77.74K shares), Citadel Advisors LLC (+67.43K shares), Geode Capital Management, LLC (+16K shares) and Susquehanna International Group, LLP (+15.11K shares).
Among holders that kept a stake in U S Global Investors, the biggest sellers in Q2 2026 were Vanguard Capital Management LLC (-8.87K shares), XTX Topco Ltd (-4.95K shares), Tower Research Capital LLC (-1.09K shares), Rothschild Wealth LLC (-1K shares) and Samalin Investment Counsel, LLC (-537 shares).
According to Business Quant data, the leading holders of GROW for Q2 2026 were Gator Capital Management, LLC (1.12Mn shares), CWA Asset Management Group, LLC (707.24K shares), Vanguard Capital Management LLC (508.21K shares), North Star Investment Management Corp. (406K shares), BlackRock, Inc. (308.3K shares), Renaissance Technologies LLC (204.01K shares), Geode Capital Management, LLC (131.48K shares), Rothschild Wealth LLC (121.97K shares), Citadel Advisors LLC (113.07K shares) and Susquehanna International Group, LLP (81.96K shares).

Form 13F Holdings

36 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.19Mn

Of outstanding 26.32%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Gator Capital Management, LLC	0001570284	1,121,593	7.04%	▲80,219	+7.70%	$3.50Mn
2	CWA Asset Management Group, LLC	0001667134	707,235	4.44%	▲77,741	+12.35%	$2.21Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	508,207	3.19%	▼8,874	-1.72%	$1.59Mn
4	North Star Investment Management Corp.	0001342857	406,000	2.55%	0	0.00%	$1.27Mn
5	BlackRock, Inc.	0002012383	308,300	1.93%	0	0.00%	$961.90K
6	RENAISSANCE TECHNOLOGIES LLC	0001037389	204,015	1.28%	▲11,300	+5.86%	$636.53K
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	131,480	0.83%	▲15,999	+13.85%	$410.34K
8	Rothschild Wealth LLC	0001811345	121,965	0.77%	▼1,002	-0.81%	$380.53K
9	CITADEL ADVISORS LLC	0001423053	113,071	0.71%	▲67,427	+147.72%	$352.78K
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	81,957	0.51%	▲15,105	+22.59%	$255.71K
11	DIMENSIONAL FUND ADVISORS LP	0000354204	66,605	0.42%	▲7,905	+13.47%	$207.81K
12	VANGUARD FIDUCIARY TRUST CO	0000933478	60,275	0.38%	▲407	+0.68%	$188.06K
13	State Street Corp	0000093751	56,002	0.35%	0	0.00%	$174.73K
14	Proficio Capital Partners LLC	0001654175	54,578	0.34%	▲10,785	+24.63%	$170.28K
15	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	53,929	0.34%	0	0.00%	$168.26K
16	SMH CAPITAL ADVISORS INC	0001180391	40,191	0.25%	▲40,191	0.00%	$125.40K
17	MAI Capital Management	0001040197	37,000	0.23%	0	0.00%	$115.44K
18	Empowered Funds, LLC	0001592828	33,929	0.21%	0	0.00%	$105.86K
19	Northern Trust Corp	0000073124	21,327	0.13%	0	0.00%	$66.54K
20	KESTRA PRIVATE WEALTH SERVICES, LLC	0001649451	17,800	0.11%	▼21	-0.12%	$55.54K

Showing 1 to 20 of 36 holders