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 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
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
Cwa asset management group	421.39K	3.25%	$1.02M
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
Smh capital advisors	41.05K	0.20%	$98.93K
Cwa asset management group	421.39K	0.04%	$1.02M
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%	$16.87K

Top Buyers

Holder	Shares	% Assets	Change
Cwa asset management group	421.39K	0.04%	168.18K
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
Smh capital advisors	41.05K	0.20%	-50.41K
Toroso investments	-	-	-49.91K
Catalyst capital advisors	-	-	-49.50K
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%	-
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
Vanguard Institutional Extnd Mkt Idx Tr	155.40K	1.24%	-
Royce Global Financial Services Svc	165.50K	1.21%	-
Fidelity Extended Market Index	57.40K	0.46%	2.41K
Catalyst/SMH Total Return Income A	49.50K	0.39%	-
Blackrock Extended Mkt Fund CF	34.69K	0.28%	34.69K

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 Q4	-	-
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	-

GROW Ownership FAQ

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

U.S. Global Investors’s largest shareholders are Gator capital management (833.09K shares, 6.42%), Vanguard group (599.62K shares, 4.62%), and Perritt capital management (522.97K shares, 3.92%). Together, they hold 14.96% 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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools