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 | 02/13/2026 | 833.09 K | $2.01 M | 18.86% | 6.42% |
| VANGUARD GROUP INC | 01/29/2026 | 599.62 K | $1.45 M | -3.07% | 4.62% |
| PERRITT CAPITAL MANAGEMENT INC | 02/17/2026 | 522.97 K | $1.26 M | 0.00% | 4.03% |
| SENTINUS, LLC | 02/17/2026 | 522.97 K | $1.26 M | 100.00% | 4.03% |
| CWA ASSET MANAGEMENT GROUP, LLC | 01/07/2026 | 421.39 K | $1.02 M | 66.42% | 3.25% |
| KANEN WEALTH MANAGEMENT LLC | 02/18/2026 | 343.09 K | $8.44 M | -24.91% | 2.65% |
| BLACKROCK, INC. | 02/12/2026 | 310.04 K | $747.19 K | 0.00% | 2.39% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 171.62 K | $413.59 K | -9.72% | 1.32% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 130.77 K | $315.22 K | 1.96% | 1.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 82.44 K | $198.67 K | -12.34% | 0.64% |
| CITADEL ADVISORS LLC | 02/17/2026 | 62.03 K | $149.49 K | 42.18% | 0.48% |
| STATE STREET CORP | 02/13/2026 | 56.00 K | $134.97 K | 0.00% | 0.43% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 53.93 K | $129.97 K | -32.95% | 0.42% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 53.64 K | $129.28 K | -5.06% | 0.41% |
| PROFICIO CAPITAL PARTNERS LLC | 02/12/2026 | 43.79 K | $105.54 K | 100.00% | 0.34% |
| SANDIA INVESTMENT MANAGEMENT LP | 02/17/2026 | 43.79 K | $105.54 K | 100.00% | 0.34% |
| SMH CAPITAL ADVISORS INC | 02/12/2026 | 41.05 K | $98.93 K | -55.11% | 0.32% |
| TOROSO INVESTMENTS, LLC | 02/13/2026 | 40.43 K | $97.43 K | 100.00% | 0.31% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 37.00 K | $89.17 K | 0.00% | 0.29% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 33.93 K | $81.77 K | 0.00% | 0.26% |
| NORTHERN TRUST CORP | 02/17/2026 | 21.95 K | $52.90 K | 0.00% | 0.17% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 20.32 K | $48.97 K | -10.96% | 0.16% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 16.38 K | $39.48 K | -50.97% | 0.13% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 11.00 K | $26.51 K | 0.00% | 0.08% |
| MORGAN STANLEY | 02/13/2026 | 9.00 K | $21.69 K | -44.56% | 0.07% |
| FOUNDERS CAPITAL MANAGEMENT | 01/15/2026 | 7.00 K | $16.87 K | 0.00% | 0.05% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 1.51 K | $3.63 K | -5.04% | 0.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 500 | $1.21 K | 0.00% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 02/12/2026 | 200 | $482 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 109 | $263 | -4.39% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 108 | $260 | 0.00% | 0.00% |
| US BANCORP \DE\ | 01/30/2026 | 0 | $0 | -100.00% | 0.00% |
| BARCLAYS PLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 01/23/2026 | 0 | $0 | -100.00% | 0.00% |
| CATALYST CAPITAL ADVISORS LLC | 02/10/2026 | 0 | $0 | -100.00% | 0.00% |
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U.S. Global Investors, Inc. institutional Ownership - FAQ's
During the previous two years, 52 institutional investors and hedge funds held shares of U.S. Global Investors, Inc.. The most heavily invested institutionals were:
CWA Asset Management Group, LLC: 629,494
North Star Investment Management Corp.: 406,000
KESTRA PRIVATE WEALTH SERVICES, LLC: 17,821
Samalin Investment Counsel, LLC: 12,543
Founders Capital Management: 7,000
SBI Securities Co., Ltd.: 108
34.63% of U.S. Global Investors, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.45 M shares in the last 24 months. This purchase volume represents approximately $21.28 M in transactions.