UG Institutional Ownership & Shareholders
UNITED GUARDIAN INC (UG) is currently held by 27 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.23M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Renaissance Technologies LLC is currently the largest disclosed institutional shareholder of UG tracked by InsiderSet, reporting ownership valued at approximately $1.19M 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 $1.19M, representing an estimated loss of -0.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed UG value among the investors covered in this analysis. Major shareholders include Renaissance Technologies LLC, Gamco Investors, Inc. Et Al, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in UNITED GUARDIAN INC (UG).
This page ranks the largest institutional UG 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
27
Total Reported Value
$6.23M
Largest Holder
Renaissance Technologies LLC
Largest Position
$1.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Renaissance Technologies LLC | Jim Simons | 0.00% | 166,766 | $1,190,709 | $1,187,374 | -$3,335 | -0.28% |
| Gamco Investors, Inc. Et Al | 0.01% | 164,388 | $1,173,730 | $1,170,443 | -$3,287 | -0.28% | |
| Vanguard Capital Management Llc | 0.00% | 128,340 | $916,348 | $913,781 | -$2,567 | -0.28% | |
| Dimensional Fund Advisors Lp | 0.00% | 73,170 | $522,433 | $520,970 | -$1,463 | -0.28% | |
| Rodgers Brothers Inc. | 0.04% | 59,600 | $425,544 | $424,352 | -$1,192 | -0.28% | |
| Teton Advisors, Llc | 0.22% | 53,761 | $383,854 | $382,778 | -$1,076 | -0.28% | |
| Parthenon Llc | 0.04% | 50,636 | $361,541 | $360,528 | -$1,013 | -0.28% | |
| Gabelli Funds Llc | 0.00% | 38,000 | $271,320 | $270,560 | -$760 | -0.28% | |
| Geode Capital Management, Llc | 0.00% | 35,424 | $252,995 | $252,219 | -$776 | -0.31% | |
| United Capital Financial Advisors, Llc | 0.00% | 20,070 | $143,300 | $142,898 | -$402 | -0.28% | |
| Vanguard Fiduciary Trust Co | 0.00% | 18,380 | $131,233 | $130,866 | -$367 | -0.28% | |
| Susquehanna International Group, Llp | 0.00% | 16,579 | $118,374 | $118,042 | -$332 | -0.28% | |
| Blackrock, Inc. | 0.00% | 14,714 | $105,058 | $104,764 | -$294 | -0.28% | |
| First Manhattan Co. Llc. | 0.00% | 13,062 | $93,263 | $93,001 | -$262 | -0.28% | |
| Hikari Tsushin, Inc. | 0.00% | 9,500 | $67,830 | $67,640 | -$190 | -0.28% | |
| Caldwell Sutter Capital, Inc. | 0.01% | 3,324 | $23,733 | $23,667 | -$66 | -0.28% | |
| Ubs Group Ag | 0.00% | 2,187 | $15,615 | $15,571 | -$44 | -0.28% | |
| Vanguard Global Advisers, Llc | 0.00% | 1,547 | $11,046 | $11,015 | -$31 | -0.28% | |
| Wells Fargo & Company/Mn | 0.00% | 1,000 | $7,141 | $7,120 | -$21 | -0.29% | |
| Osaic Holdings, Inc. | 0.00% | 998 | $7,125 | $7,106 | -$19 | -0.27% | |
| Morgan Stanley | 0.00% | 780 | $5,569 | $5,554 | -$15 | -0.28% | |
| Tower Research Capital Llc (Trc) | 0.00% | 555 | $3,963 | $3,952 | -$11 | -0.29% | |
| Sbi Securities Co., Ltd. | 0.00% | 163 | $1,164 | $1,161 | -$3 | -0.30% | |
| Jones Financial Companies Lllp | 0.00% | 100 | $716 | $712 | -$4 | -0.56% | |
| Advantage Trust Co | 0.00% | 100 | $714 | $712 | -$2 | -0.28% | |
| Barclays Plc | 0.00% | 2 | $14 | $14 | +$0 | +1.71% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 2 | $14 | $14 | +$0 | +1.71% |
Frequently asked questions about UG
Who are the largest institutional holders of UG?
The largest institutional holders of UG reported in the latest SEC Form 13F filings include Renaissance Technologies LLC, Gamco Investors, Inc. Et Al, Vanguard Capital Management Llc, Dimensional Fund Advisors Lp, and Rodgers Brothers Inc.. InsiderSet ranks institutional holders by their latest reported UG position.
What is UG institutional ownership?
This page tracks UG positions reported by institutional investment managers through SEC Form 13F. UNITED GUARDIAN INC (UG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UG?
InsiderSet currently tracks 27 institutional managers reporting UG 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 UG shareholders.
How much UG stock do institutions own?
Institutional investment managers disclosed approximately $6.23M in UG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UG institutional ownership last updated?
The latest UG 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 UG 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 UG position after the reporting date.
Are institutions buying or selling UG?
Institutional buying and selling can be analyzed by comparing UG positions across consecutive 13F reporting periods. InsiderSet's UG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UG ownership changes.
How has UG institutional ownership changed over time?
InsiderSet tracks UG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.