U.S. Global Investors Ownership | Who Owns U.S. Global Investors?
U.S. Global Investors Ownership Summary
U.S. Global Investors is owned by 23.11% institutional investors, 5.97% insiders, and 70.93% retail investors. Vanguard group is the largest institutional shareholder, holding 4.51% of GROW shares. Philotimo Focused Growth and Income is the top mutual fund, with 3.42% of its assets in U.S. Global Investors shares.
GROW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | U.S. Global Investors | 23.11% | 5.97% | 70.93% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 617.94K | 4.51% | $1.51M |
| Perritt capital management | 557.23K | 4.06% | $1.36M |
| Gator capital management | 450.82K | 3.29% | $1.10M |
| Blackrock funding, inc. /de | 310.04K | 2.26% | $756.49K |
| Blackrock | 313.91K | 2.23% | $819.30K |
| Renaissance | 169.20K | 1.23% | $412.85K |
| Geode capital management | 116.35K | 0.85% | $283.99K |
| Smh capital advisors | 104.81K | 0.76% | $255.75K |
| Bridgeway capital management | 83.09K | 0.61% | $202.74K |
| Dimensional fund advisors lp | 61.94K | 0.45% | $151.14K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Perritt capital management | 557.23K | 0.71% | $1.36M |
| Smh capital advisors | 104.81K | 0.62% | $255.75K |
| Gator capital management | 450.82K | 0.41% | $1.10M |
| Vima | 41.46K | 0.24% | $108.20M |
| Formidable asset management | 36.25K | 0.02% | $94.61K |
| Founders capital management | 7.00K | 0.01% | $17.08K |
| Bridgeway capital management | 83.09K | 0.00% | $202.74K |
| Catalyst capital advisors | 49.50K | 0.00% | $120.78K |
| North star investment management | 11.00K | 0.00% | $26.84K |
| Empowered funds | 34.59K | 0.00% | $84.39K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gator capital management | 450.82K | 0.41% | 154.84K |
| Kestra private wealth services | 22.82K | 0.00% | 22.82K |
| Dimensional fund advisors lp | 61.94K | - | 4.34K |
| Tower research capital llc (trc) | 2.11K | 0.00% | 487.00 |
| Perritt capital management | 557.23K | 0.71% | 411.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kanen wealth management | - | - | -456.88K |
| Royce & associates lp | - | - | -439.45K |
| Toroso investments | - | - | -49.91K |
| Price t rowe associates inc /md/ | - | - | -26.70K |
| Blackrock | 313.91K | - | -25.53K |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -10.00 |
| Fmr | -75.00 |
| Advisor group | -1.43K |
| Ubs group | -1.98K |
| Ridgewood investments | -5.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 34 | -5.56% | 3,683,185 | 3.70% | 26 | 4.22% | 14 | 100.00% | 9 | -47.06% |
| Jun 30, 2024 | 36 | - | 3,551,651 | -3.41% | 25 | 3.70% | 7 | -30.00% | 17 | 70.00% |
| Mar 31, 2024 | 36 | -16.28% | 3,677,047 | -2.39% | 26 | 3.76% | 10 | -44.44% | 10 | 25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Philotimo Focused Growth and Income | 456.88K | 3.42% | - |
| Royce Micro Cap Trust | 439.45K | 3.21% | - |
| Perritt MicroCap Opportunities Investor | 406.60K | 3.05% | -1.40K |
| Vanguard Total Stock Mkt Idx Inv | 377.37K | 2.85% | - |
| Vanguard US Total Market Shares ETF | 376.67K | 2.82% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 226.21K | 1.71% | - |
| Royce Global Financial Services Svc | 165.50K | 1.21% | - |
| Fidelity Extended Market Index | 57.28K | 0.43% | -2.65K |
| Catalyst/SMH Total Return Income A | 49.50K | 0.37% | - |
| Bridgeway Omni Small-Cap Value N | 48.50K | 0.37% | - |
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 |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
GROW Ownership FAQ
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