United GuardianUG

13F holders, Q1 2025 (March 31)
31holders −2
1new positions
3sold out
3famous investors
$8.99avg. 13F price*

At the end of Q1 2025, 31 institutions reported holding United Guardian Inc. (UG) in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 3 sold out. The largest holders were Renaissance Technologies ($1.7M), GAMCO Investors ($1.4M) and Vanguard Group Inc. ($1.4M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$98K
Exits3$135K

All 13F filers, Q4 2024 → Q1 2025: 30,599 shares bought and 30,303 shares sold, net +296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 31 holders

Renaissance Technologies 0.00% Reduce -0.6% 188,963 $1.7M
GAMCO Investors 0.02% Reduce -0.6% 157,500 $1.4M
Vanguard Group Inc. 0.00% Add +9.5% 150,396 $1.4M
Rodgers Brothers Inc. 0.11% Reduce -1.8% 93,627 $842K
Dimensional Fund Advisors LP 0.00% Add +2.5% 76,877 $691K
Teton Advisors, Inc. 0.31% No change 54,161 $487K
Parthenon LLC 0.06% No change 51,909 $467K
Gabelli Funds LLC 0.00% No change 38,000 $342K
Geode Capital Management, LLC 0.00% Add +5.1% 32,848 $295K
Neuberger Berman Group LLC 0.00% Reduce -16.9% 30,951 $278K
UBS Group AG 0.00% Add +14.4% 25,030 $225K
Northern Trust Corp. 0.00% Reduce -5.3% 24,164 $217K
United Capital Financial Advisors, LLC 0.00% No change 20,070 $180K
First Manhattan Co. Llc. 0.00% No change 17,062 $153K
Bridgeway Capital Management, LLC 0.00% No change 13,466 $121K
BlackRock, Inc. 0.00% Reduce -4.7% 11,286 $101K
HighTower Advisors, LLC 0.00% No change 11,000 $99K
Susquehanna International Group, LLP 0.00% New 10,933 $98K
Citadel Advisors 0.00% Reduce -3.9% 10,927 $98K
Essex Investment Management Co. LLC 0.01% Reduce -0.1% 7,095 $64K
Hillsdale Investment Management Inc. 0.00% No change 1,714 $15K
Wells Fargo & Company 0.00% Reduce -77.8% 1,001 $9K
Tower Research Capital LLC (TRC) 0.00% Reduce -9.3% 421 $4K
Osaic Holdings, Inc. 0.00% No change 300 $3K
Morgan Stanley 0.00% Reduce -0.8% 245 $2K
FMR LLC 0.00% Reduce -34.5% 171 $2K
SBI Securities Co., Ltd. 0.00% Reduce -0.8% 116 $1K
Jones Financial Companies LLLP 0.00% No change 100 $915
Bank of America Corp. 0.00% Add +4.2% 25 $225
Principal Securities, Inc. 0.00% No change 7 $67
JPMorgan Chase & Co. 0.00% Reduce -14.3% 6 $54

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