United Guardian UG Institutional Ownership

NASDAQ UG

$7.19 +0.05 (+0.64%)

As of: Oct 1, 2026 · 3:24 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

$6.33Mn

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) appears in 28 institutional 13F filings for the quarter ending June 2026.

Their combined ownership stood at 19.2% of outstanding shares in June 2026, down from 19.7% in March 2026.
Their total shares held in UG decreased -0.71% quarter over quarter, and separately, investors owning United Guardian decreased 9.68% from a year ago.
Among the 28 funds, 10 bought more United Guardian shares, 5 sold down, and 13 held their ground.
The aggregate institutional position in United Guardian amounted to 884.15K shares as of June 2026, down by 6.28K shares quarter on quarter, and down 136.72K shares year over year.
As of June 30, 2026, RENAISSANCE TECHNOLOGIES LLC held the largest stake in United Guardian with 166.77K shares, accounting for 3.63% of total shares outstanding.
Top purchasers of UG stock 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).
The largest sales of UG for the quarter ending June 2026 came from 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).
Business Quant data shows the 10 biggest positions in United Guardian as of June 2026 are held by 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