Free Trial

U.S. Global Investors (GROW) Institutional Ownership

U.S. Global Investors logo
$2.44 -0.04 (-1.61%)
Closing price 04:00 PM Eastern
Extended Trading
$2.45 +0.01 (+0.37%)
As of 06:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for U.S. Global Investors (NASDAQ:GROW)

Current
Institutional Ownership
Percentage
23.62%
Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$2.31M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$555.53K
Get GROW Insider Trade Alerts

Want to know when executives and insiders are buying or selling U.S. Global Investors stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

GROW Institutional Buying and Selling by Quarter

U.S. Global Investors Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025 Gator Capital Management LLC684,223$1.78M0.6%+5.5%5.203%
8/5/2025 J. W. Coons Advisors LLC37,000$95K0.0%N/A0.281%
7/15/2025 Kanen Wealth Management LLC456,885$1.18M0.4%N/A3.475%
5/14/2025 Samalin Investment Counsel LLC32,373$73K0.0%+93.9%0.242%
5/13/2025 Gator Capital Management LLC648,751$1.47M0.6%+43.9%4.859%
2/17/2025 Bridgeway Capital Management LLC83,088$203K0.0%-21.5%0.614%
2/14/2025 Dimensional Fund Advisors LP61,944$151K0.0%+7.5%0.458%
2/13/2025 XTX Topco Ltd10,541$26K0.0%N/A0.078%
2/13/2025 Gator Capital Management LLC450,817$1.10M0.4%+52.3%3.332%
2/11/2025 Samalin Investment Counsel LLC16,700$41K0.0%N/A0.123%
1/28/2025 Empowered Funds LLC34,588$84K0.0%-35.5%0.256%
11/25/2024 Tidal Investments LLC49,911$129K0.0%-17.1%0.369%
11/6/2024 Royce & Associates LP439,454$1.13M0.0%-27.4%3.212%
8/12/2024 SMH Capital Advisors Inc.107,318$280K0.9%-4.2%0.772%
8/9/2024 Dimensional Fund Advisors LP40,367$105K0.0%-27.5%0.290%
5/17/2024 Tidal Investments LLC69,533$193K0.0%-18.3%0.492%
3/4/2024Vima LLC41,458$117K0.3%N/A0.293%
2/15/2024 Perritt Capital Management Inc.553,628$1.56M0.9%-3.0%3.716%
11/8/2023 SMH Capital Advisors Inc.113,323$323K0.8%-11.7%0.761%
8/14/2023 Perritt Capital Management Inc.570,696$1.75M1.0%-0.7%3.830%
8/2/2023 Bank of Montreal Can70,463$218K0.0%N/A0.473%
7/27/2023EA Series Trust36,840$113K0.0%N/A0.247%
5/9/2023 Formidable Asset Management LLC37,300$100K0.0%+16.7%0.250%
2/8/2023 Heartland Advisors Inc.415,044$1.20M0.1%-7.8%2.786%
11/3/2022 SMH Capital Advisors Inc.139,577$401K0.6%+1,301.8%0.999%
8/15/2022 Kanen Wealth Management LLC456,885$2.00M1.1%N/A3.043%
7/28/2022 Hodges Capital Management Inc.68,500$302K0.0%-24.3%0.456%
7/27/2022 SMH Capital Advisors Inc.9,957$240K0.3%-91.7%0.066%
5/12/2022 Hodges Capital Management Inc.90,500$471K0.0%N/A0.603%
4/13/2022 Hexagon Capital Partners LLC32,472$169K0.0%N/A0.216%
2/15/2022 Corsair Capital Management L.P.10,000$44K0.0%N/A0.067%
2/14/2022 Accretive Wealth Partners LLC11,500$51K0.0%N/A0.077%
2/7/2022Benjamin F. Edwards & Company Inc.6,500$29K0.0%-30.9%0.043%
2/7/2022 North Star Investment Management Corp.11,000$48K0.0%+83.3%0.073%
11/16/2021 Toroso Investments LLC124,239$707K0.0%+5.3%0.826%
11/15/2021 Marshall Wace LLP49,713$283K0.0%-51.9%0.330%
11/12/2021 Renaissance Technologies LLC106,515$606K0.0%-20.9%0.708%
11/12/2021 Aristides Capital LLC15,000$85K0.0%N/A0.100%
11/10/2021 Formidable Asset Management LLC32,264$184K0.0%N/A0.214%
11/9/2021 Heartland Advisors Inc.450,000$2.56M0.2%-3.9%2.990%
What's the Best Way to Lower RMD Taxes? (Ad)

Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain retirement accounts. Without the right strategy, these withdrawals can significantly increase your tax bill and shrink your nest egg. SmartAsset outlines six strategies that could help reduce your RMDs and potentially lower your tax burden. Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest.tc pixel

Click here to see the six strategies and get your free advisor matches today.
11/5/2021 Advisor Group Holdings Inc.4,439$26K0.0%+189.2%0.030%
11/3/2021 Clear Harbor Asset Management LLC240,008$1.37M0.0%+19.9%1.595%
10/28/2021 WINTON GROUP Ltd12,516$71K0.0%N/A0.083%
10/6/2021 Hodges Capital Management Inc.10,700$61K0.0%N/A0.071%
8/25/2021 Marshall Wace LLP103,310$639K0.0%+22.6%0.687%
8/17/2021 Price T Rowe Associates Inc. MD18,600$115K0.0%-67.1%0.124%
8/16/2021 Diametric Capital LP17,161$106K0.1%-96.3%0.114%
8/16/2021Pinz Capital Management LP16,200$100K0.0%N/A0.108%
8/16/2021 State Street Corp55,475$343K0.0%N/A0.369%
8/16/2021 Marshall Wace LLP103,310$639K0.0%+22.6%0.687%
8/13/2021 Renaissance Technologies LLC134,607$833K0.0%-52.1%0.895%
8/13/2021 Northern Trust Corp29,222$181K0.0%-7.0%0.194%
8/13/2021 Toroso Investments LLC117,959$730K0.0%-16.9%0.784%
8/13/2021 Geode Capital Management LLC107,437$665K0.0%-7.2%0.714%
8/13/2021 Vanguard Group Inc.653,945$4.05M0.0%-3.5%4.346%
8/12/2021 XTX Topco Ltd11,792$73K0.0%N/A0.078%
8/12/2021 Dimensional Fund Advisors LP75,693$469K0.0%-13.1%0.503%
8/12/2021 Samalin Investment Counsel LLC5,010$31K0.0%N/A0.033%
8/6/2021 Clear Harbor Asset Management LLC200,250$1.24M0.2%N/A1.331%
(Data available from 1/1/2016 forward)

GROW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GROW shares?

During the previous two years, 13 institutional investors and hedge funds held shares of U.S. Global Investors. The most heavily invested institutionals were Gator Capital Management LLC ($1.78M), Perritt Capital Management Inc. ($1.56M), Kanen Wealth Management LLC ($1.18M), Royce & Associates LP ($1.13M), SMH Capital Advisors Inc. ($280K), Bridgeway Capital Management LLC ($203K), and Dimensional Fund Advisors LP ($151K).Learn more on U.S. Global Investors' institutional investors.

What percentage of U.S. Global Investors' stock is owned by institutional investors?

23.62% of U.S. Global Investors' stock is owned by institutional investors. Learn more on GROW's institutional investor holdings.

Which institutional investors have been buying U.S. Global Investors' stock?

The following institutional investors have purchased U.S. Global Investors' stock in the last 24 months: Kanen Wealth Management LLC ($456.89K), Gator Capital Management LLC ($388.24K), Vima LLC ($41.46K), J. W. Coons Advisors LLC ($37K), Samalin Investment Counsel LLC ($32.37K), XTX Topco Ltd ($10.54K), and Dimensional Fund Advisors LP ($4.34K).

How much institutional buying is happening at U.S. Global Investors?

Institutional investors have bought a total of 929,379 shares in the last 24 months. This purchase volume represents approximately $2.31M in transactions.

Which of U.S. Global Investors' major shareholders have been selling company stock?

The following institutional investors have sold U.S. Global Investors stock in the last 24 months: Royce & Associates LP ($165.50K), Bridgeway Capital Management LLC ($22.79K), Empowered Funds LLC ($19.03K), and Tidal Investments LLC ($10.27K).

How much institutional selling is happening at U.S. Global Investors?

Institutional investors have sold a total of 217,591 shares in the last 24 months. This volume of shares sold represents approximately $555.53K in transactions.



This page (NASDAQ:GROW) was last updated on 9/3/2025 by MarketBeat.com Staff
From Our Partners