U.S. Global Investors, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GATOR CAPITAL MANAGEMENT, LLC | 05/13/2026 | 1.04 M | $2.58 M | 25.00% | 8.16% |
| CWA ASSET MANAGEMENT GROUP, LLC | 04/20/2026 | 629.49 K | $1.56 M | 49.39% | 4.93% |
| 05/15/2026 | 517.08 K | $1.28 M | 100.00% | 4.05% | |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 04/23/2026 | 406.00 K | $1.01 M | 3,590.91% | 3.18% |
| BLACKROCK, INC. | 05/13/2026 | 308.30 K | $764.58 K | -0.56% | 2.42% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 192.72 K | $477.93 K | 12.30% | 1.51% |
| SENTINUS, LLC | 05/06/2026 | 122.97 K | $304.96 K | -76.49% | 0.96% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 115.48 K | $286.48 K | -11.69% | 0.90% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 66.85 K | $165.79 K | -18.90% | 0.52% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 59.87 K | $148.47 K | 100.00% | 0.47% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 58.70 K | $145.58 K | 9.43% | 0.46% |
| STATE STREET CORP | 05/15/2026 | 56.00 K | $138.89 K | 0.00% | 0.44% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 53.93 K | $133.74 K | 0.00% | 0.42% |
| CITADEL ADVISORS LLC | 05/15/2026 | 45.64 K | $113.20 K | -26.41% | 0.36% |
| PROFICIO CAPITAL PARTNERS LLC | 05/14/2026 | 43.79 K | $108.61 K | 0.00% | 0.34% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 37.00 K | $91.76 K | 0.00% | 0.29% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 33.93 K | $84.14 K | 0.00% | 0.27% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 22.10 K | $55.00 K | 100.00% | 0.17% |
| NORTHERN TRUST CORP | 05/14/2026 | 21.33 K | $52.89 K | -2.83% | 0.17% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 17.82 K | $44.20 K | -12.30% | 0.14% |
| XTX TOPCO LTD | 05/15/2026 | 16.69 K | $41.39 K | 100.00% | 0.13% |
| CITADEL ADVISORS LLC | 05/15/2026 | 15.10 K | $37.45 K | 100.00% | 0.12% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 12.54 K | $31.11 K | -23.42% | 0.10% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 11.74 K | $29.12 K | 100.00% | 0.09% |
| FOUNDERS CAPITAL MANAGEMENT | 04/21/2026 | 7.00 K | $17.36 K | 0.00% | 0.05% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 5.22 K | $12.96 K | 100.00% | 0.04% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 4.39 K | $10.00 K | 100.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 2.07 K | $5.14 K | 37.52% | 0.02% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 501 | $1.24 K | 0.20% | 0.00% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 213 | $528 | 100.00% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 05/13/2026 | 200 | $496 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 108 | $268 | 0.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 94 | $233 | 100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 2 | $5 | 100.00% | 0.00% |
| MORGAN STANLEY | 05/15/2026 | 1 | $3 | -99.99% | 0.00% |
| FMR LLC | 05/15/2026 | 1 | $2 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| SMH CAPITAL ADVISORS INC | 04/10/2026 | 0 | $0 | -100.00% | 0.00% |
| TOROSO INVESTMENTS, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| KANEN WEALTH MANAGEMENT LLC | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
U.S. Global Investors, Inc. institutional Ownership - FAQ's
During the previous two years, 56 institutional investors and hedge funds held shares of U.S. Global Investors, Inc.. The most heavily invested institutionals were:
Gator Capital Management, LLC: 1.04 M
CWA Asset Management Group, LLC: 629,494
North Star Investment Management Corp.: 406,000
BlackRock, Inc.: 308,300
RENAISSANCE TECHNOLOGIES LLC: 192,715
Sentinus, LLC: 122,967
30.65% of U.S. Global Investors, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.96 M shares in the last 24 months. This purchase volume represents approximately $19.67 M in transactions.