United Guardian UG Institutional Ownership

NASDAQ UG

$7.12 -0.02 (-0.21%)

As of: Sep 8, 2026 · 3:51 PM EDT

Institutions by Trading Activity

28 Institutions

Increased 10 35.7%

Unchanged 13 46.4%

Reduced 5 17.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

19.24%

▼-0.43 pp QoQ

Shares Held by Institutions

884.15K

of 4.59Mn outstanding

▼-0.71% QoQ

Shares Outstanding

4.59Mn

3.71Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+2 vs prior quarter

Net Shares Added (QoQ)

-6.28K

distributed since last quarter

Value of Holdings

$6.31Mn

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

United Guardian Inc (NASDAQ:UG) has 28 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 19.2% of United Guardian's outstanding shares in June 2026, down from 19.7% in March 2026.
They decreased total shares held in United Guardian by -0.71% from the prior quarter, while the number of investors in UG decreased 9.68% year over year.
During the quarter, 10 of these 28 funds increased positions in UG, 5 reduced exposure, and 13 held steady.
Altogether, these fund groups held 884.15K shares in UG by June 2026, down by 6.28K shares quarter on quarter, and down 161.9K shares year over year.
RENAISSANCE TECHNOLOGIES LLC is the top holder of United Guardian as of June 30, 2026, with 166.77K shares representing 3.63% of outstanding stock.
The biggest buyers of United Guardian for the quarter ending June 2026 included DIMENSIONAL FUND ADVISORS LP (4.63K), BlackRock, Inc. (3.05K), UBS Group AG (1.7K), Morgan Stanley (700), OSAIC HOLDINGS, INC. (698).
Top sellers of UG stock for the quarter ending June 2026 included RENAISSANCE TECHNOLOGIES LLC (9.0K), Rodgers Brothers Inc. (4.0K), FIRST MANHATTAN CO. LLC. (3.0K), GEODE CAPITAL MANAGEMENT, LLC (1.18K), Tower Research Capital LLC (TRC) (468).
According to Business Quant data, leading holders of UG for June 2026 are RENAISSANCE TECHNOLOGIES LLC (166.77K), GAMCO INVESTORS, INC. ET AL (164.39K), VANGUARD CAPITAL MANAGEMENT LLC (128.34K), DIMENSIONAL FUND ADVISORS LP (73.17K), Rodgers Brothers Inc. (59.6K), Teton Advisors, LLC (53.76K), PARTHENON LLC (50.64K), GABELLI FUNDS LLC (38.0K), GEODE CAPITAL MANAGEMENT, LLC (35.42K), UNITED CAPITAL FINANCIAL ADVISORS, LLC (20.07K).

Form 13F Holdings

28 Institutional Holders

Report period 30 Jun, 2026

Total shares held 884.15K

Of outstanding 19.24%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	RENAISSANCE TECHNOLOGIES LLC	0001037389	166,766	3.63%	▼9,000	-5.12%	$1.19Mn
2	GAMCO INVESTORS, INC. ET AL	0000807249	164,388	3.58%	0	0.00%	$1.17Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	128,340	2.79%	0	0.00%	$916.35K
4	DIMENSIONAL FUND ADVISORS LP	0000354204	73,170	1.59%	▲4,632	+6.76%	$522.43K
5	Rodgers Brothers Inc.	0001397290	59,600	1.30%	▼4,000	-6.29%	$425.54K
6	Teton Advisors, LLC	0002086025	53,761	1.17%	0	0.00%	$383.85K
7	PARTHENON LLC	0001088859	50,636	1.10%	0	0.00%	$361.54K
8	GABELLI FUNDS LLC	0001081407	38,000	0.83%	0	0.00%	$271.32K
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	35,424	0.77%	▼1,183	-3.23%	$253.00K
10	UNITED CAPITAL FINANCIAL ADVISORS, LLC	0001463217	20,070	0.44%	0	0.00%	$143.30K
11	VANGUARD FIDUCIARY TRUST CO	0000933478	18,380	0.40%	0	0.00%	$131.23K
12	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	16,579	0.36%	▲459	+2.85%	$118.37K
13	BlackRock, Inc.	0002012383	14,714	0.32%	▲3,050	+26.15%	$105.06K
14	FIRST MANHATTAN CO. LLC.	0000728083	13,062	0.28%	▼3,000	-18.68%	$93.26K
15	HighTower Advisors, LLC	0001462245	11,000	0.24%	0	0.00%	$78.54K
16	Hikari Tsushin, Inc.	0001423673	9,500	0.21%	0	0.00%	$67.83K
17	CALDWELL SUTTER CAPITAL, INC.	0000702007	3,324	0.07%	0	0.00%	$23.73K
18	UBS Group AG	0001610520	2,187	0.05%	▲1,698	+347.24%	$15.62K
19	Vanguard Global Advisers, LLC	0001811242	1,547	0.03%	0	0.00%	$11.05K
20	Wells Fargo & Company/Mn	0000072971	1,000	0.02%	0	0.00%	$7.14K

Showing 1 to 20 of 28 holders