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 | 08/13/2026 | 1.12 M | $3.50 M | 7.70% | 8.85% |
| CWA ASSET MANAGEMENT GROUP, LLC | 07/14/2026 | 707.24 K | $2.21 M | 12.35% | 5.58% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 508.21 K | $1.59 M | -1.72% | 4.01% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 406.00 K | $1.27 M | 0.00% | 3.20% |
| BLACKROCK, INC. | 08/07/2026 | 308.30 K | $961.90 K | 0.00% | 2.43% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 204.02 K | $636.53 K | 5.86% | 1.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 131.48 K | $410.34 K | 13.85% | 1.04% |
| ROTHSCHILD WEALTH LLC | 08/11/2026 | 121.97 K | $380.53 K | -0.81% | 0.96% |
| CITADEL ADVISORS LLC | 09/02/2026 | 113.07 K | $352.78 K | 147.72% | 0.89% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 81.96 K | $255.71 K | 22.59% | 0.65% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 66.61 K | $207.81 K | 13.47% | 0.53% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 60.28 K | $188.06 K | 0.68% | 0.48% |
| STATE STREET CORP | 09/22/2026 | 56.00 K | $174.73 K | 0.00% | 0.44% |
| PROFICIO CAPITAL PARTNERS LLC | 08/17/2026 | 54.58 K | $170.28 K | 24.63% | 0.43% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 53.93 K | $168.26 K | 0.00% | 0.43% |
| SMH CAPITAL ADVISORS INC | 08/13/2026 | 40.19 K | $125.40 K | -2.16% | 0.32% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 37.00 K | $115.44 K | 0.00% | 0.29% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 33.93 K | $105.86 K | 0.00% | 0.27% |
| NORTHERN TRUST CORP | 08/13/2026 | 21.33 K | $66.54 K | 0.00% | 0.17% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 17.80 K | $55.54 K | -0.12% | 0.14% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 12.01 K | $37.46 K | -4.28% | 0.09% |
| XTX TOPCO LTD | 08/14/2026 | 11.74 K | $36.62 K | -29.67% | 0.09% |
| LRI INVESTMENTS, LLC | 07/14/2026 | 10.00 K | $31.20 K | 100.00% | 0.08% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 5.22 K | $16.30 K | 0.00% | 0.04% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 4.39 K | $13.00 K | 0.00% | 0.03% |
| UBS GROUP AG | 08/13/2026 | 1.70 K | $5.31 K | 1,711.70% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 1.05 K | $3.28 K | 100.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 979 | $3.05 K | -52.73% | 0.01% |
| ROYAL BANK OF CANADA | 08/14/2026 | 905 | $3.00 K | 100.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 501 | $1.56 K | 0.00% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 07/21/2026 | 200 | $624 | 0.00% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 16 | $50 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 8 | $25 | -92.59% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 3 | $9 | 50.00% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 1 | $6 | 0.00% | 0.00% |
| FMR LLC | 08/13/2026 | 1 | $3 | 0.00% | 0.00% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 09/02/2026 | 0 | $0 | -100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| FOUNDERS CAPITAL MANAGEMENT | 07/21/2026 | 0 | $0 | -100.00% | 0.00% |
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U.S. Global Investors, Inc. institutional Ownership - FAQ's
During the previous two years, 53 institutional investors and hedge funds held shares of U.S. Global Investors, Inc.. The most heavily invested institutionals were:
North Star Investment Management Corp.: 406,000
SMH CAPITAL ADVISORS INC: 37,486
Samalin Investment Counsel, LLC: 12,060
Caitong International Asset Management Co., Ltd: 3
KESTRA PRIVATE WEALTH SERVICES, LLC: 0
Gator Capital Management, LLC: 1.12 M
33.09% of U.S. Global Investors, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.99 M shares in the last 24 months. This purchase volume represents approximately $19.77 M in transactions.