United GuardianUG

13F holders, Q2 2025 (June 30)
32holders +1
3new positions
2sold out
3famous investors
$7.99avg. 13F price*

At the end of Q2 2025, 32 institutions reported holding United Guardian Inc. (UG) in their 13F filings, up 1 from Q1 2025. 3 opened new positions and 2 sold out. The largest holders were Renaissance Technologies ($1.5M), GAMCO Investors ($1.3M) and Vanguard Group Inc. ($1.2M). 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$2K
Exits2$15K

All 13F filers, Q1 2025 → Q2 2025: 20,107 shares bought and 14,215 shares sold, net +5,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 32 holders

Renaissance Technologies 0.00% Reduce -0.5% 187,963 $1.5M
GAMCO Investors 0.01% Add +1.3% 159,500 $1.3M
Vanguard Group Inc. 0.00% No change 150,396 $1.2M
Rodgers Brothers Inc. 0.09% Reduce -4.1% 89,766 $718K
Dimensional Fund Advisors LP 0.00% Add +0.1% 76,927 $612K
Teton Advisors, Inc. 0.27% Reduce -0.4% 53,961 $432K
Parthenon LLC 0.05% No change 51,909 $415K
Gabelli Funds LLC 0.00% No change 38,000 $304K
Geode Capital Management, LLC 0.00% Reduce -0.7% 32,604 $260K
UBS Group AG 0.00% Add +18.9% 29,753 $238K
Neuberger Berman Group LLC 0.00% Reduce -19.6% 24,872 $199K
Northern Trust Corp. 0.00% Add +0.8% 24,350 $195K
United Capital Financial Advisors, LLC 0.00% No change 20,070 $161K
Susquehanna International Group, LLP 0.00% Add +69.0% 18,476 $147K
First Manhattan Co. Llc. 0.00% No change 17,062 $136K
Citadel Advisors 0.00% Add +40.1% 15,310 $122K
Bridgeway Capital Management, LLC 0.00% No change 13,466 $107K
HighTower Advisors, LLC 0.00% No change 11,000 $88K
BlackRock, Inc. 0.00% Reduce -7.7% 10,422 $83K
Essex Investment Management Co. LLC 0.01% Reduce -1.2% 7,013 $56K
Wells Fargo & Company 0.00% No change 1,001 $8K
Bank of America Corp. 0.00% Add +3208.0% 827 $7K
Tower Research Capital LLC (TRC) 0.00% Add +5.2% 443 $4K
Osaic Holdings, Inc. 0.00% No change 300 $2K
FMR LLC 0.00% No change 171 $1K
EverSource Wealth Advisors, LLC 0.00% New 165 $1K
SBI Securities Co., Ltd. 0.00% Add +17.2% 136 $1K
Principal Securities, Inc. 0.00% Add +1600.0% 119 $952
Jones Financial Companies LLLP 0.00% No change 100 $815
Advantage Trust Co 0.00% New 100 $800
Morgan Stanley 0.00% Reduce -67.3% 80 $645
Ameritas Advisory Services, LLC 0.00% New 1 $8

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