United GuardianUG

13F holders, Q4 2024 (December 31)
33holders +2
3new positions
2sold out
3famous investors
$9.59avg. 13F price*

At the end of Q4 2024, 33 institutions reported holding United Guardian Inc. (UG) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were Renaissance Technologies ($1.8M), GAMCO Investors ($1.5M) and Vanguard Group Inc. ($1.3M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
United Guardian Inc.
CUSIP
910571108
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 29Q1 2024Q2 2024: 30Q2 2024Q3 2024: 31Q3 2024Q4 2024: 33Q4 2024Q1 2025: 31Q1 2025Q2 2025: 32Q2 2025Q3 2025: 31Q3 2025Q4 2025: 26Q4 2025Q1 2026: 26Q1 2026Q2 2026: 28Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions3$436K
Exits2$347K

All 13F filers, Q3 2024 → Q4 2024: 66,870 shares bought and 42,471 shares sold, net +24,399 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 33 holders

Renaissance Technologies 0.00% Add +4.3% 190,163 $1.8M
GAMCO Investors 0.02% No change 158,500 $1.5M
Vanguard Group Inc. 0.00% No change 137,356 $1.3M
Rodgers Brothers Inc. 0.12% Reduce -2.5% 95,377 $912K
Dimensional Fund Advisors LP 0.00% Reduce -2.9% 74,994 $724K
Teton Advisors, Inc. 0.27% Reduce -1.1% 54,161 $518K
Parthenon LLC 0.06% No change 51,909 $496K
Gabelli Funds LLC 0.00% No change 38,000 $363K
Neuberger Berman Group LLC 0.00% Reduce -22.8% 37,260 $356K
Geode Capital Management, LLC 0.00% Add +10.3% 31,264 $302K
Northern Trust Corp. 0.00% Add +69.5% 25,527 $244K
UBS Group AG 0.00% Reduce -12.2% 21,872 $209K
United Capital Financial Advisors, LLC 0.00% New 20,070 $192K
First Manhattan Co. Llc. 0.00% No change 17,062 $163K
Heron Bay Capital Management 0.03% New 13,966 $135K
Bridgeway Capital Management, LLC 0.00% No change 13,466 $130K
BlackRock, Inc. 0.00% Add +0.6% 11,840 $113K
Citadel Advisors 0.00% New 11,373 $110K
HighTower Advisors, LLC 0.00% No change 11,000 $106K
Essex Investment Management Co. LLC 0.01% Reduce -10.4% 7,104 $68K
Wells Fargo & Company 0.00% No change 4,501 $43K
Hillsdale Investment Management Inc. 0.00% No change 1,714 $16K
Tower Research Capital LLC (TRC) 0.00% Add +73.8% 464 $4K
Osaic Holdings, Inc. 0.00% No change 300 $3K
FMR LLC 0.00% No change 261 $3K
Morgan Stanley 0.00% Reduce -55.0% 247 $2K
SBI Securities Co., Ltd. 0.00% — 117 $1K
Jones Financial Companies LLLP 0.00% No change 100 $965
Brown Brothers Harriman & Co. 0.00% No change 39 $376
Bank of America Corp. 0.00% Reduce -20.0% 24 $229
JPMorgan Chase & Co. 0.00% No change 7 $68
Principal Securities, Inc. 0.00% Reduce -94.8% 7 $67
Capital Advisors, Ltd. LLC 0.00% No change 30 $0

"% of holder's portfolio" is UG's weight in each manager's 13F, not the share of United Guardian Inc. the manager owns.