GROW Institutional Ownership & Shareholders

U.S. GLOBAL INVESTORS INC-A (GROW) is currently held by 35 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $13.15M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Gator Capital Management, Llc is currently the largest disclosed institutional shareholder of GROW tracked by InsiderSet, reporting ownership valued at approximately $3.50M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.94M, representing an estimated loss of -15.88% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed GROW value among the investors covered in this analysis. Major shareholders include Gator Capital Management, Llc, Cwa Asset Management Group, Llc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in U.S. GLOBAL INVESTORS INC-A (GROW).

This page ranks the largest institutional GROW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

35

Total Reported Value

$13.15M

Largest Holder

Gator Capital Management, Llc

Largest Position

$3.50M

Insider Transactions (90d)

7

Latest Filing Quarter

Q2 2026

New Institutional Positions

43

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Gator Capital Management, Llc0.75%1,121,593$3,499,370$2,943,733-$555,637-15.88%
Cwa Asset Management Group, Llc0.07%797,986$2,298,200$2,094,394-$203,806-8.87%
Vanguard Capital Management Llc0.00%508,207$1,585,606$1,333,840-$251,766-15.88%
North Star Investment Management Corp.0.07%406,000$1,266,720$1,065,588-$201,132-15.88%
Blackrock, Inc.0.00%308,300$961,896$809,164-$152,732-15.88%
Renaissance Technologies LLCJim Simons0.00%204,015$636,527$535,458-$101,069-15.88%
Geode Capital Management, Llc0.00%131,480$410,336$345,082-$65,254-15.90%
Rothschild Wealth Llc0.03%121,965$380,530$320,109-$60,421-15.88%
Citadel Advisors Llc0.00%113,071$352,782$296,766-$56,016-15.88%
Susquehanna International Group, Llp0.00%81,957$255,706$215,104-$40,602-15.88%
Dimensional Fund Advisors Lp0.00%66,605$207,808$174,811-$32,997-15.88%
Vanguard Fiduciary Trust Co0.00%60,275$188,058$158,198-$29,860-15.88%
State Street Corp0.00%56,002$174,726$146,983-$27,743-15.88%
Proficio Capital Partners Llc0.01%54,578$170,283$143,245-$27,038-15.88%
Bridgeway Capital Management, Llc0.00%53,929$168,258$141,542-$26,716-15.88%
Mai Capital Management0.00%37,000$115,440$97,110-$18,330-15.88%
Empowered Funds, Llc0.00%33,929$105,858$89,050-$16,808-15.88%
Smh Capital Advisors Inc0.29%41,080$101,879$107,819+$5,940+5.83%
Northern Trust Corp0.00%21,327$66,540$55,975-$10,565-15.88%
Kestra Private Wealth Services, Llc0.00%17,800$55,536$46,718-$8,818-15.88%
Xtx Topco Ltd0.00%11,738$36,623$30,808-$5,815-15.88%
Samalin Investment Counsel, Llc0.01%12,060$34,732$31,653-$3,079-8.87%
Lri Investments, Llc0.00%10,000$31,200$26,246-$4,954-15.88%
Vanguard Global Advisers, Llc0.00%5,224$16,299$13,711-$2,588-15.88%
Acadian Asset Management Llc0.00%4,388$13,000$11,517-$1,483-11.41%
Ubs Group Ag0.00%1,703$5,313$4,470-$843-15.87%
Tower Research Capital Llc (Trc)0.00%979$3,054$2,569-$485-15.86%
Royal Bank Of Canada0.00%905$3,000$2,375-$625-20.82%
Wells Fargo & Company/Mn0.00%501$1,563$1,315-$248-15.87%
Triumph Capital Management0.00%200$576$525-$51-8.87%
Barclays Plc0.00%16$50$42-$8-16.01%
Sbi Securities Co., Ltd.0.00%8$23$21-$2-8.71%
Caitong International Asset Management Co., Ltd0.00%3$9$8-$1-12.51%
Morgan Stanley0.00%1$6$3-$3-56.26%
Fmr Llc0.00%1$3$3-$0-12.51%
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Frequently asked questions about GROW

  • Who are the largest institutional holders of GROW?

    The largest institutional holders of GROW reported in the latest SEC Form 13F filings include Gator Capital Management, Llc, Cwa Asset Management Group, Llc, Vanguard Capital Management Llc, North Star Investment Management Corp., and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported GROW position.

  • What is GROW institutional ownership?

    This page tracks GROW positions reported by institutional investment managers through SEC Form 13F. U.S. GLOBAL INVESTORS INC-A (GROW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own GROW?

    InsiderSet currently tracks 35 institutional managers reporting GROW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GROW shareholders.

  • How much GROW stock do institutions own?

    Institutional investment managers disclosed approximately $13.15M in GROW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was GROW institutional ownership last updated?

    The latest GROW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional GROW holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GROW position after the reporting date.

  • Are institutions buying or selling GROW?

    Institutional buying and selling can be analyzed by comparing GROW positions across consecutive 13F reporting periods. InsiderSet's GROW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GROW ownership changes.

  • How has GROW institutional ownership changed over time?

    InsiderSet tracks GROW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.