Urban-Gro Inc.
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 30 institutions reported holding Urban-Gro Inc. in their 13F filings, down 1 from Q4 2024. 3 opened new positions and 4 sold out. The largest holders were AWM Investment Company, Inc. ($292K), Vanguard Group Inc. ($137K) and Bard Associates Inc. ($98K). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Urban-Gro Inc.
- CUSIP
- 91704K202
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $19K |
| Exits | 4 | $94K |
All 13F filers, Q4 2024 → Q1 2025: 102,974 shares bought and 585,637 shares sold, net −482,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| AWM Investment Company, Inc. | 0.04% | Reduce -33.8% | 723,762 | $292K |
| Vanguard Group Inc. | 0.00% | No change | 338,718 | $137K |
| Bard Associates Inc. | 0.04% | Reduce -3.6% | 242,579 | $98K |
| Flagship Harbor Advisors, LLC | 0.00% | Add +0.5% | 209,651 | $85K |
| Geode Capital Management, LLC | 0.00% | Add +15.3% | 103,881 | $42K |
| BlackRock, Inc. | 0.00% | No change | 75,508 | $31K |
| Citadel Advisors | 0.00% | Reduce -45.7% | 66,679 | $27K |
| Virtu Financial LLC | 0.00% | Add +98.2% | 53,421 | $22K |
| Renaissance Technologies | 0.00% | Add +3.4% | 54,100 | $22K |
| IFP Advisors, Inc | 0.00% | Reduce -0.1% | 46,198 | $19K |
| Private Advisor Group, LLC | 0.00% | Reduce -56.9% | 39,408 | $16K |
| State Street Corp. | 0.00% | No change | 26,395 | $11K |
| UBS Group AG | 0.00% | Add +84.8% | 25,028 | $10K |
| Symphony Financial Services, Inc. | 0.01% | New | 19,000 | $8K |
| Two Sigma Securities, LLC | 0.00% | New | 17,999 | $7K |
| Jones Financial Companies LLLP | 0.00% | No change | 12,711 | $6K |
| Northern Trust Corp. | 0.00% | No change | 13,676 | $6K |
| StoneX Group Inc. | 0.00% | New | 10,095 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 7,565 | $3K |
| PFS Partners, LLC | 0.00% | No change | 7,000 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +21.3% | 6,784 | $3K |
| Bank of America Corp. | 0.00% | Add +0.1% | 4,576 | $2K |
| Morgan Stanley | 0.00% | Add +11.8% | 2,237 | $904 |
| Allworth Financial LP | 0.00% | No change | 1,000 | $495 |
| Osaic Holdings, Inc. | 0.00% | No change | 1,185 | $474 |
| MAI Capital Management | 0.00% | No change | 600 | $243 |
| Evergreen Private Wealth LLC | 0.00% | No change | 300 | $121 |
| Wells Fargo & Company | 0.00% | No change | 200 | $81 |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.5% | 19 | $8 |
| SBI Securities Co., Ltd. | 0.00% | No change | 3 | $1 |
"% of holder's portfolio" is URBAN-GRO INC's weight in each manager's 13F, not the share of Urban-Gro Inc. the manager owns.