U.S. Global Investors Inc. Class AGROW
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 31 institutions reported holding U.S. Global Investors Inc. Class A (GROW) in their 13F filings, unchanged from Q3 2025. 6 opened new positions and 6 sold out. The largest holders were Kanen Wealth Management LLC ($8.4M), Gator Capital Management, LLC ($2.0M) and Vanguard Group Inc. ($1.4M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.6M |
| Exits | 6 | $235K |
All 13F filers, Q3 2025 → Q4 2025: 972,610 shares bought and 355,221 shares sold, net +617,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Kanen Wealth Management LLC | 2.56% | Reduce -24.9% | 343,092 | $8.4M |
| Gator Capital Management, LLC | 0.42% | Add +18.9% | 833,091 | $2.0M |
| Vanguard Group Inc. | 0.00% | Reduce -3.1% | 599,620 | $1.4M |
| Perritt Capital Management Inc | 2.11% | No change | 522,967 | $1.3M |
| Rothschild Wealth LLC | 0.12% | New | 522,967 | $1.3M |
| CWA Asset Management Group, LLC | 0.04% | Add +66.4% | 421,390 | $1.0M |
| BlackRock, Inc. | 0.00% | No change | 310,038 | $747K |
| Renaissance Technologies | 0.00% | Reduce -9.7% | 171,615 | $414K |
| Geode Capital Management, LLC | 0.00% | Add +2.0% | 130,765 | $315K |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.3% | 82,435 | $199K |
| Citadel Advisors | 0.00% | Add +42.2% | 62,028 | $149K |
| State Street Corp. | 0.00% | No change | 56,002 | $135K |
| Bridgeway Capital Management, LLC | 0.00% | Reduce -33.0% | 53,929 | $130K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -5.1% | 53,644 | $129K |
| Sandia Investment Management LP | 0.27% | New | 43,793 | $106K |
| Proficio Capital Partners LLC | 0.01% | New | 43,793 | $106K |
| SMH Capital Advisors Inc. | 0.20% | Reduce -55.1% | 41,052 | $99K |
| Tidal Investments LLC | 0.00% | New | 40,429 | $97K |
| MAI Capital Management | 0.00% | No change | 37,000 | $89K |
| Northern Trust Corp. | 0.00% | No change | 21,948 | $53K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -11.0% | 20,321 | $49K |
| Samalin Investment Counsel, LLC | 0.01% | Reduce -51.0% | 16,380 | $39K |
| North Star Investment Management Corp. | 0.00% | No change | 11,000 | $27K |
| Morgan Stanley | 0.00% | Reduce -44.6% | 9,001 | $22K |
| Founders Capital Management | 0.01% | No change | 7,000 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -5.0% | 1,506 | $4K |
| Wells Fargo & Company | 0.00% | No change | 500 | $1K |
| Triumph Capital Management | 0.00% | New | 200 | $482 |
| Bank of America Corp. | 0.00% | Reduce -4.4% | 109 | $263 |
| SBI Securities Co., Ltd. | 0.00% | No change | 108 | $260 |
| Royal Bank of Canada | 0.00% | New | 123 | $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.