Who Owns United-Guardian Stock?
NASDAQ: UGConsumer DiscretionaryPackage Goods/CosmeticsUSD
Market open · Delayed 15 min · as of Oct 9, 1:42 PM ET
Ownership breakdown
- Held by institutions
- 20.36%
- Held by insiders
- 35.85%
- Institutional holders
- 30
- Institutions 20.4%
- Insiders 35.9%
- Public and other 43.8%
Who owns United-Guardian stock?
Institutional investors own about 20.4% of United-Guardian's shares, spread across 30 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 35.85% of UG.
The largest institutional holders are Renaissance Technologies, LLC (3.63%), Gamco Investors, Inc ET AL (3.58%) and Vanguard Capital Management LLC (2.79%). Together, the top 10 institutions control 17.2% of shares outstanding. In their latest filings, 1 of the top 10 institutions increased their UG positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of UG
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Renaissance Technologies, LLC | 166.77K | 3.63% | -5.1% |
| Gamco Investors, Inc ET AL | 164.39K | 3.58% | 0.0% |
| Vanguard Capital Management LLC | 128.34K | 2.79% | 0.0% |
| Dimensional Fund Advisors LP | 73.17K | 1.59% | +6.8% |
| Rodgers Brothers Inc. | 59.60K | 1.30% | -6.3% |
| Teton Advisors, LLC | 53.76K | 1.17% | 0.0% |
| Parthenon LLC | 50.64K | 1.10% | 0.0% |
| Gabelli Funds, LLC | 38.00K | 0.83% | 0.0% |
| Geode Capital Management, LLC | 35.42K | 0.77% | -3.2% |
| United Capital Financial Advisors, LLC | 20.07K | 0.44% | 0.0% |
% 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 UG
| Fund | Shares | % Held |
|---|---|---|
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | 156.89K | 3.41% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 90.26K | 1.96% |
| Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND | 53.76K | 1.17% |
| Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund | 38.00K | 0.83% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 36.01K | 0.78% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | 32.27K | 0.70% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 17.11K | 0.37% |
| iShares Trust-iShares Micro-Cap ETF | 11.09K | 0.24% |
| Dimensional ETF Trust-Dimensional U.S. Small Cap ETF | 10.37K | 0.23% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | 8.42K | 0.18% |
Frequently asked questions
Who is the largest shareholder of United-Guardian?
Renaissance Technologies, LLC is the largest institutional shareholder of UG, owning 3.63% of shares outstanding (166.77K shares) as of its latest 13F filing.
What percentage of United-Guardian is owned by institutions?
Institutions own about 20.4% of UG shares and 31.7% of the public float.
How much of United-Guardian do insiders own?
Insiders, such as officers and directors, own about 35.85% of UG 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.