U.S. Global Investors Inc. Class AGROW
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 28 institutions reported holding U.S. Global Investors Inc. Class A (GROW) in their 13F filings, down 5 from Q4 2024. 2 opened new positions and 7 sold out. The largest holders were Gator Capital Management, LLC ($1.5M), Vanguard Group Inc. ($1.4M) and Perritt Capital Management Inc ($1.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $23K |
| Exits | 7 | $1.3M |
All 13F filers, Q4 2024 → Q1 2025: 238,572 shares bought and 585,536 shares sold, net −346,964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Gator Capital Management, LLC | 0.56% | Add +43.9% | 648,751 | $1.5M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 618,633 | $1.4M |
| Perritt Capital Management Inc | 0.67% | Reduce -3.0% | 540,420 | $1.2M |
| BlackRock, Inc. | 0.00% | No change | 310,038 | $701K |
| Renaissance Technologies | 0.00% | Reduce -13.4% | 146,491 | $331K |
| Geode Capital Management, LLC | 0.00% | Add +11.5% | 129,741 | $293K |
| SMH Capital Advisors Inc. | 0.54% | Reduce -2.0% | 102,708 | $232K |
| Bridgeway Capital Management, LLC | 0.00% | Add +0.1% | 83,151 | $188K |
| Dimensional Fund Advisors LP | 0.00% | No change | 61,944 | $140K |
| State Street Corp. | 0.00% | No change | 56,852 | $128K |
| Citadel Advisors | 0.00% | Reduce -7.7% | 54,517 | $123K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 49,500 | $112K |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.4% | 43,862 | $99K |
| Empowered Funds, LLC | 0.00% | Add +0.2% | 34,651 | $78K |
| Samalin Investment Counsel, LLC | 0.03% | Add +93.8% | 32,373 | $73K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 22,822 | $52K |
| Northern Trust Corp. | 0.00% | No change | 22,472 | $51K |
| Morgan Stanley | 0.00% | No change | 17,737 | $40K |
| North Star Investment Management Corp. | 0.00% | No change | 11,000 | $25K |
| HRT Financial LP | 0.00% | New | 10,547 | $23K |
| Founders Capital Management | 0.01% | No change | 7,000 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -16.0% | 1,774 | $4K |
| Westside Investment Management, Inc. | 0.00% | No change | 1,200 | $3K |
| Wells Fargo & Company | 0.00% | No change | 501 | $1K |
| Bank of America Corp. | 0.00% | Add +227.0% | 291 | $658 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.0% | 109 | $246 |
| JPMorgan Chase & Co. | 0.00% | No change | 26 | $59 |
| NewEdge Advisors, LLC | 0.00% | New | 1 | $2 |
"% 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.