U.S. Global Investors Ownership | Who Owns U.S. Global Investors?
U.S. Global Investors Ownership Summary
U.S. Global Investors is owned by 21.87% institutional investors, 6.28% insiders, and 71.85% retail investors. Gator capital management is the largest institutional shareholder, holding 6.42% of GROW shares. Royce Micro Cap Trust is the top mutual fund, with 3.21% of its assets in U.S. Global Investors shares.
GROW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | U.S. Global Investors | 21.87% | 6.28% | 71.85% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gator capital management | 833.09K | 6.42% | $2.01M |
| Cwa asset management group | 629.49K | 4.93% | $1.56M |
| Vanguard group | 599.62K | 4.62% | $1.45M |
| Perritt capital management | 522.97K | 3.92% | $1.44M |
| Kanen wealth management | 456.88K | 3.42% | $1.26M |
| Blackrock funding, inc. /de | 310.04K | 2.39% | $747.19K |
| Blackrock | 313.91K | 2.23% | $819.30K |
| Renaissance | 171.62K | 1.32% | $413.59K |
| Geode capital management | 130.76K | 1.01% | $315.22K |
| Bridgeway capital management | 80.43K | 0.60% | $221.18K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Perritt capital management | 522.97K | 0.68% | $1.44M |
| Kanen wealth management | 456.88K | 0.42% | $1.26M |
| Gator capital management | 833.09K | 0.41% | $2.01M |
| Vima | 41.46K | 0.24% | $108.20M |
| Cwa asset management group | 629.49K | 0.05% | $1.56M |
| J. w. coons advisors | 37.00K | 0.02% | $95.46K |
| Formidable asset management | 36.25K | 0.02% | $94.61K |
| Samalin investment counsel | 16.38K | 0.01% | $39.48K |
| Founders capital management | 7.00K | 0.01% | $17.36K |
| Proficio capital partners | 43.79K | 0.01% | $105.54K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cwa asset management group | 629.49K | 0.05% | 208.10K |
| Gator capital management | 833.09K | 0.41% | 132.21K |
| Proficio capital partners | 43.79K | 0.01% | 43.79K |
| J. w. coons advisors | 37.00K | 0.02% | 37.00K |
| Geode capital management | 130.76K | - | 2.52K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Royce & associates lp | - | - | -439.45K |
| Toroso investments | - | - | -49.91K |
| Catalyst capital advisors | - | - | -49.50K |
| Smh capital advisors | - | - | -41.05K |
| Price t rowe associates inc /md/ | - | - | -26.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Proficio capital partners | 43.79K | 0.01% | 43.79K | $105.54K |
| J. w. coons advisors | 37.00K | 0.02% | 37.00K | $95.46K |
Sold Out
| Holder | Change |
|---|---|
| Newedge advisors | -1.00 |
| Barclays | -7.00 |
| Northwestern mutual wealth management | -10.00 |
| Jpmorgan chase | -26.00 |
| Fmr | -75.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 21 | -34.38% | 2,836,878 | -26.14% | 21 | 2.64% | 5 | -58.33% | 7 | -22.22% |
| Sep 30, 2025 | 24 | -11.11% | 2,755,859 | -22.63% | 20 | 2.76% | 9 | -18.18% | 6 | -14.29% |
| Jun 30, 2025 | 29 | -3.33% | 3,608,332 | 19.91% | 27 | 5.19% | 11 | 10.00% | 8 | 33.33% |
| Mar 31, 2025 | 30 | -9.09% | 3,009,112 | -9.91% | 23 | 3.77% | 9 | -18.18% | 7 | -30.00% |
| Dec 31, 2024 | 21 | -38.24% | 2,989,622 | -18.83% | 21 | 3.02% | 8 | -42.86% | 5 | -44.44% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Royce Micro Cap Trust | 439.45K | 3.21% | - |
| Perritt MicroCap Opportunities Investor | 400.00K | 3.19% | - |
| North Star Micro Cap I | 395.00K | 3.15% | - |
| Vanguard Total Stock Mkt Idx Inv | 369.30K | 2.94% | - |
| Vanguard US Total Market Shares ETF | 376.67K | 2.82% | - |
| Philotimo Focused Growth and Income | 343.09K | 2.73% | -113.79K |
| Royce Global Financial Services Svc | 165.50K | 1.21% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 137.95K | 1.10% | - |
| Fidelity Extended Market Index | 56.96K | 0.45% | -207.00 |
| Catalyst/SMH Total Return Income A | 49.50K | 0.39% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 15, 2022 | HOLMES FRANK E | CEO/CIO | Buy | $32.30K |
| Sep 13, 2019 | RUBINSTEIN JEROLD H | - | Sell | $11.90K |
| Sep 28, 2018 | LYDON THOMAS F JR | - | Buy | $152.00 |
| Nov 13, 2017 | HOLMES FRANK E | CEO/CIO | Buy | $2.71K |
| Nov 10, 2017 | HOLMES FRANK E | CEO/CIO | Buy | $2.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
GROW Ownership FAQ
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