U.S. Global Investors Inc. Class AGROW
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 33 institutions reported holding U.S. Global Investors Inc. Class A (GROW) in their 13F filings, unchanged from Q3 2024. 5 opened new positions and 5 sold out. The largest holders were Vanguard Group Inc. ($1.5M), Perritt Capital Management Inc ($1.4M) and Kanen Wealth Management LLC ($1.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- U.S. Global Investors Inc. Class A
- CUSIP
- 902952100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $122K |
| Exits | 5 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 232,734 shares bought and 534,701 shares sold, net −301,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Vanguard Group Inc. | 0.00% | No change | 617,936 | $1.5M |
| Perritt Capital Management Inc | 0.71% | Add +0.1% | 557,231 | $1.4M |
| Kanen Wealth Management LLC | 0.41% | No change | 456,885 | $1.1M |
| Gator Capital Management, LLC | 0.42% | Add +52.3% | 450,817 | $1.1M |
| BlackRock, Inc. | 0.00% | No change | 310,038 | $756K |
| Renaissance Technologies | 0.00% | Reduce -0.8% | 169,202 | $413K |
| Geode Capital Management, LLC | 0.00% | Reduce -0.4% | 116,349 | $284K |
| SMH Capital Advisors Inc. | 0.62% | Add +0.0% | 104,813 | $256K |
| Bridgeway Capital Management, LLC | 0.00% | Reduce -21.5% | 83,088 | $203K |
| Dimensional Fund Advisors LP | 0.00% | Add +7.5% | 61,944 | $151K |
| Citadel Advisors | 0.00% | Add +22.9% | 59,062 | $144K |
| State Street Corp. | 0.00% | Add +25.4% | 56,852 | $139K |
| Tidal Investments LLC | 0.00% | No change | 49,911 | $122K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 49,500 | $121K |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.8% | 44,479 | $109K |
| Empowered Funds, LLC | 0.00% | Reduce -35.5% | 34,588 | $84K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 22,822 | $56K |
| Northern Trust Corp. | 0.00% | No change | 22,472 | $55K |
| Morgan Stanley | 0.00% | Reduce -34.4% | 17,737 | $43K |
| Samalin Investment Counsel, LLC | 0.02% | New | 16,700 | $41K |
| North Star Investment Management Corp. | 0.00% | No change | 11,000 | $27K |
| XTX Topco Ltd | 0.00% | New | 10,541 | $26K |
| Founders Capital Management | 0.01% | Reduce -30.0% | 7,000 | $17K |
| Ridgewood Investments LLC | 0.01% | No change | 5,000 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +29.9% | 2,113 | $5K |
| Westside Investment Management, Inc. | 0.00% | No change | 1,200 | $3K |
| Wells Fargo & Company | 0.00% | No change | 501 | $1K |
| SBI Securities Co., Ltd. | 0.00% | — | 116 | $283 |
| Bank of America Corp. | 0.00% | Reduce -59.4% | 89 | $217 |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.7% | 26 | $63 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 10 | $24 |
| Simplex Trading, LLC | 0.00% | New | 54 | $0 |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 16,000 | $0 |
"% of holder's portfolio" is GROW's weight in each manager's 13F, not the share of U.S. Global Investors Inc. Class A the manager owns.