U.S. Global Investors Ownership | Who Owns U.S. Global Investors?

Overview RevenueFinancials Chart Transcripts

U.S. Global Investors Ownership Summary

U.S. Global Investors is owned by 14.66% institutional investors, 6.55% insiders, and 78.79% retail investors. Gator capital management is the largest institutional shareholder, holding 8.16% 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	14.66%	6.55%	78.79%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Asset Management Stocks	49.15%	11.31%	39.54%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Gator capital management	1.04M	8.16%	$2.58M
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
North star investment management	406.00K	3.18%	$1.01M
Blackrock funding, inc. /de	308.30K	2.42%	$764.58K
Blackrock	313.91K	2.23%	$819.30K
Renaissance	192.72K	1.51%	$477.93K
Sentinus	122.97K	0.96%	$304.96K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Perritt capital management	522.97K	0.68%	$1.44M
Gator capital management	1.04M	0.53%	$2.58M
Kanen wealth management	456.88K	0.42%	$1.26M
Vima	41.46K	0.24%	$108.20M
North star investment management	406.00K	0.06%	$1.01M
Cwa asset management group	629.49K	0.05%	$1.56M
Sentinus	122.97K	0.03%	$304.96K
J. w. coons advisors	37.00K	0.02%	$95.46K
Formidable asset management	36.25K	0.02%	$94.61K
Samalin investment counsel	12.54K	0.01%	$31.11K

Top Buyers

Holder	Shares	% Assets	Change
North star investment management	406.00K	0.06%	395.00K
Gator capital management	1.04M	0.53%	208.28K
Cwa asset management group	629.49K	0.05%	208.10K
Vanguard fiduciary trust	59.87K	-	59.87K
J. w. coons advisors	37.00K	0.02%	37.00K

Top Sellers

Holder	Shares	% Assets	Change
Royce & associates lp	-	-	-439.45K
Sentinus	122.97K	0.03%	-400.00K
Catalyst capital advisors	-	-	-49.50K
Smh capital advisors	-	-	-41.05K
Toroso investments	-	-	-40.43K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	59.87K	-	59.87K	$148.47K
J. w. coons advisors	37.00K	0.02%	37.00K	$95.46K
Gsa capital partners llp	22.10K	0.00%	22.10K	$55.00K
Xtx topco	16.69K	0.00%	16.69K	$41.39K
Landscape capital management	11.74K	0.00%	11.74K	$29.12K

Sold Out

Holder	Change
Newedge advisors	-1.00
Barclays	-7.00
Northwestern mutual wealth management	-10.00
Jpmorgan chase	-26.00
Us bancorp \de\	-100.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	16	-48.39%	1,871,243	-58.34%	14	1.22%	11	37.50%	3	-75.00%
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%

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	3.17%	-
Vanguard Total Stock Mkt Idx Inv	369.30K	2.96%	-
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	1.11%	-
Catalyst/SMH Total Return Income A	49.50K	0.39%	-
Fidelity Extended Market Index	37.89K	0.30%	-19.07K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 02, 2026	Pilecki Derek Steven	Control Person	Buy	$53.18K
Jun 03, 2026	Pilecki Derek Steven	Control Person	Buy	$858.00
Jun 02, 2026	Gator Capital Management, LLC	-	Buy	$53.18K
Jun 03, 2026	Gator Capital Management, LLC	-	Buy	$858.00
May 13, 2026	Gator Capital Management, LLC	-	Buy	$9.19K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	22	-
2026 Q1	-	-
2025 Q4	-	-
2025 Q3	-	-
2025 Q2	-	-

GROW Ownership FAQ

Who Owns U.S. Global Investors?

U.S. Global Investors shareholders are primarily institutional investors at 14.66%, followed by 6.55% insiders and 78.79% retail investors. The average institutional ownership in U.S. Global Investors's industry, Asset Management Stocks, is 49.15%, which U.S. Global Investors falls below.

Who owns the most shares of U.S. Global Investors?

U.S. Global Investors’s largest shareholders are Gator capital management (1.04M shares, 8.16%), Cwa asset management group (629.49K shares, 4.93%), and Vanguard group (599.62K shares, 4.62%). Together, they hold 17.72% of U.S. Global Investors’s total shares outstanding.

Does Blackrock own U.S. Global Investors?

Yes, BlackRock owns 2.23% of U.S. Global Investors, totaling 313.91K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 819.3K$. In the last quarter, BlackRock decreased its holdings by -25.526K shares, a -7.52% change.

Who is U.S. Global Investors’s biggest shareholder by percentage of total assets invested?

Perritt capital management is U.S. Global Investors’s biggest shareholder by percentage of total assets invested, with 0.68% of its assets in 522.97K U.S. Global Investors shares, valued at 1.44M$.

Who is the top mutual fund holder of U.S. Global Investors shares?

Royce Micro Cap Trust is the top mutual fund holder of U.S. Global Investors shares, with 3.21% of its total shares outstanding invested in 439.45K U.S. Global Investors shares.

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