Who Owns U.S. Global Investors Stock?
NASDAQ: GROWFinanceInvestment ManagersUSD
Market open · Delayed 15 min · as of Oct 9, 9:46 AM ET
Ownership breakdown
- Held by institutions
- 46.97%
- Held by insiders
- 6.67%
- Institutional holders
- 40
- Institutions 47.0%
- Insiders 6.7%
- Public and other 46.4%
Who owns U.S. Global Investors stock?
Institutional investors own about 47.0% of U.S. Global Investors's shares, spread across 40 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 6.67% of GROW.
The largest institutional holders are Gator Capital Management, LLC (10.96%), CWA Asset Management Group, LLC (6.91%) and Vanguard Capital Management LLC (4.97%). Together, the top 10 institutions control 36.2% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their GROW positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of GROW
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Gator Capital Management, LLC | 1.12M | 10.96% | +7.7% |
| CWA Asset Management Group, LLC | 707.24K | 6.91% | +12.3% |
| Vanguard Capital Management LLC | 508.21K | 4.97% | -1.7% |
| North Star Investment Management Corp | 406.00K | 3.97% | 0.0% |
| Blackrock Inc. | 308.30K | 3.01% | 0.0% |
| Renaissance Technologies, LLC | 204.01K | 1.99% | +5.9% |
| Geode Capital Management, LLC | 131.48K | 1.29% | +13.8% |
| Rothschild Wealth, LLC | 121.97K | 1.19% | -0.8% |
| Citadel Advisors Llc | 113.07K | 1.11% | +147.7% |
| Susquehanna International Group, LLP | 81.96K | 0.80% | +22.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of GROW
| Fund | Shares | % Held |
|---|---|---|
| NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund | 395.00K | 3.86% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 369.30K | 3.61% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 137.54K | 1.34% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 53.60K | 0.52% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | 33.93K | 0.33% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 31.94K | 0.31% |
| Bridgeway Funds, Inc.-Omni Small-Cap Value Fund | 20.00K | 0.20% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 14.22K | 0.14% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | 10.78K | 0.11% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 8.41K | 0.08% |
Frequently asked questions
Who is the largest shareholder of U.S. Global Investors?
Gator Capital Management, LLC is the largest institutional shareholder of GROW, owning 10.96% of shares outstanding (1.12M shares) as of its latest 13F filing.
What percentage of U.S. Global Investors is owned by institutions?
Institutions own about 47.0% of GROW shares and 50.3% of the public float.
How much of U.S. Global Investors do insiders own?
Insiders, such as officers and directors, own about 6.67% of GROW shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.