U.S. Global Investors Inc. Class AGROW

13F holders, Q1 2026 (March 31)
37holders +6
9new positions
3sold out
2famous investors
$2.48avg. 13F price*

At the end of Q1 2026, 37 institutions reported holding U.S. Global Investors Inc. Class A (GROW) in their 13F filings, up 6 from Q4 2025. 9 opened new positions and 3 sold out. The largest holders were Gator Capital Management, LLC ($2.6M), CWA Asset Management Group, LLC ($1.6M) and Vanguard Capital Management LLC ($1.3M). 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

010203040 Q1 2024: 34Q1 2024Q2 2024: 34Q2 2024Q3 2024: 33Q3 2024Q4 2024: 33Q4 2024Q1 2025: 28Q1 2025Q2 2025: 31Q2 2025Q3 2025: 31Q3 2025Q4 2025: 31Q4 2025Q1 2026: 37Q1 2026Q2 2026: 35Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions9$220K
Exits3$8.5M

All 13F filers, Q4 2025 → Q1 2026: 927,333 shares bought and 848,577 shares sold, net +78,756 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Gator Capital Management, LLC 0.55% Add +25.0% 1,041,374 $2.6M
CWA Asset Management Group, LLC 0.05% Add +49.4% 629,494 $1.6M
Vanguard Capital Management LLC 0.00% — 517,081 $1.3M
North Star Investment Management Corp. 0.06% Add +3590.9% 406,000 $1.0M
BlackRock, Inc. 0.00% Reduce -0.6% 308,300 $765K
Renaissance Technologies 0.00% Add +12.3% 192,715 $478K
Rothschild Wealth LLC 0.03% Reduce -76.5% 122,967 $305K
Geode Capital Management, LLC 0.00% Reduce -11.7% 115,481 $286K
Susquehanna International Group, LLP 0.00% Reduce -18.9% 66,852 $166K
Vanguard Fiduciary Trust Co. 0.00% — 59,868 $148K
Dimensional Fund Advisors LP 0.00% Add +9.4% 58,700 $146K
State Street Corp. 0.00% No change 56,002 $139K
Bridgeway Capital Management, LLC 0.00% No change 53,929 $134K
Citadel Advisors 0.00% Reduce -26.4% 45,644 $113K
Proficio Capital Partners LLC 0.01% No change 43,793 $109K
SMH Capital Advisors Inc. 0.29% Add +0.1% 41,080 $102K
MAI Capital Management 0.00% No change 37,000 $92K
Empowered Funds, LLC 0.00% New 33,929 $84K
Gsa Capital Partners LLP 0.00% New 22,100 $55K
Northern Trust Corp. 0.00% Reduce -2.8% 21,327 $53K
Kestra Private Wealth Services, LLC 0.00% Reduce -12.3% 17,821 $44K
XTX Topco Ltd 0.00% New 16,690 $41K
Samalin Investment Counsel, LLC 0.01% Reduce -23.4% 12,543 $31K
Landscape Capital Management, L.L.C. 0.00% New 11,740 $29K
Founders Capital Management 0.01% No change 7,000 $17K
Vanguard Global Advisers, LLC 0.00% — 5,224 $13K
Acadian Asset Management LLC 0.00% New 4,388 $10K
Tower Research Capital LLC (TRC) 0.00% Add +37.5% 2,071 $5K
Wells Fargo & Company 0.00% Add +0.2% 501 $1K
Simplex Trading, LLC 0.00% New 213 $528
Triumph Capital Management 0.00% No change 200 $496
SBI Securities Co., Ltd. 0.00% No change 108 $268
UBS Group AG 0.00% New 94 $233
Caitong International Asset Management Co., Ltd 0.00% New 2 $5
Morgan Stanley 0.00% Reduce -100.0% 1 $3
FMR LLC 0.00% New 1 $2
Royal Bank of Canada 0.00% Add +31.7% 162 $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.