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U.S. Global Investors (GROW) Institutional Ownership

U.S. Global Investors logo
$2.57 +0.05 (+1.98%)
As of 12:28 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
11
Total
Institutional Inflows
(last 12 months)
$3.71M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$3.01M
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GROW Institutional Buying and Selling by Quarter

U.S. Global Investors Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/12/2026State Street Corp56,002$161K0.0%-50.0%0.455%
10/29/2026 SMH Capital Advisors Inc.37,486$108K0.4%N/A0.305%
10/20/2026 CWA Asset Management Group LLC797,986$2.30M0.1%+12.8%6.488%
8/20/2026Proficio Capital Partners LLC54,578$170K0.0%+24.6%0.440%
5/14/2026Renaissance Technologies LLC192,715$478K0.0%+12.3%1.487%
5/7/2026 Dimensional Fund Advisors LP58,700$146K0.0%+9.4%0.453%
4/23/2026 North Star Investment Management Corp.406,000$1.01M0.1%+3,590.9%3.133%
2/18/2026Kanen Wealth Management LLC343,092$8.44M2.6%-24.9%2.647%
2/18/2026Bridgeway Capital Management LLC53,929$130K0.0%-32.9%0.416%
2/17/2026Sandia Investment Management LP43,793$106K0.3%N/A0.338%
2/17/2026Rothschild Wealth LLC522,967$1.26M0.1%N/A4.035%
2/13/2026Gator Capital Management LLC833,091$2.01M0.4%+18.9%6.428%
2/12/2026Renaissance Technologies LLC171,615$414K0.0%-9.7%1.324%
2/12/2026 SMH Capital Advisors Inc.41,052$99K0.2%-55.1%0.317%
1/30/2026 Samalin Investment Counsel LLC16,380$39K0.0%-51.0%0.126%
1/7/2026 CWA Asset Management Group LLC421,390$1.02M0.0%+66.4%3.251%
11/17/2025Perritt Capital Management Inc522,967$1.44M0.7%-61.6%4.035%
11/17/2025Susquehanna International Group LLP94,036$259K0.0%+108.2%0.725%
11/17/2025Citadel Advisors LLC43,625$120K0.0%+52.1%0.337%
11/13/2025Gator Capital Management LLC700,884$1.93M0.5%+2.4%5.407%
11/13/2025 SMH Capital Advisors Inc.91,457$252K0.5%-8.9%0.706%
11/12/2025 Dimensional Fund Advisors LP56,506$155K0.0%-10.0%0.436%
11/10/2025MAI Capital Management37,000$102K0.0%N/A0.285%
10/30/2025 Samalin Investment Counsel LLC33,410$92K0.0%N/A0.258%
10/22/2025 CWA Asset Management Group LLC253,214$696K0.0%+68.8%1.954%
8/13/2025Gator Capital Management LLC684,223$1.78M0.6%+5.5%5.203%
8/5/2025J. W. Coons Advisors LLC37,000$95K0.0%N/A0.281%
7/15/2025Kanen Wealth Management LLC456,885$1.18M0.4%N/A3.475%
5/14/2025Samalin Investment Counsel LLC32,373$73K0.0%+93.9%0.242%
5/13/2025Gator Capital Management LLC648,751$1.47M0.6%+43.9%4.859%
2/17/2025Bridgeway Capital Management LLC83,088$203K0.0%-21.5%0.614%
2/14/2025Dimensional Fund Advisors LP61,944$151K0.0%+7.5%0.458%
2/13/2025XTX Topco Ltd10,541$26K0.0%N/A0.078%
2/13/2025Gator Capital Management LLC450,817$1.10M0.4%+52.3%3.332%
2/11/2025Samalin Investment Counsel LLC16,700$41K0.0%N/A0.123%
1/28/2025Empowered Funds LLC34,588$84K0.0%-35.5%0.256%
11/25/2024Tidal Investments LLC49,911$129K0.0%-17.1%0.369%
11/6/2024Royce & Associates LP439,454$1.13M0.0%-27.4%3.212%
8/12/2024SMH Capital Advisors Inc.107,318$280K0.9%-4.2%0.772%
8/9/2024Dimensional Fund Advisors LP40,367$105K0.0%-27.5%0.290%
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5/17/2024Tidal Investments LLC69,533$193K0.0%-18.3%0.492%
3/4/2024Vima LLC41,458$117K0.3%N/A0.293%
2/15/2024Perritt Capital Management Inc.553,628$1.56M0.9%-3.0%3.716%
11/8/2023SMH Capital Advisors Inc.113,323$323K0.8%-11.7%0.761%
8/14/2023Perritt Capital Management Inc.570,696$1.75M1.0%-0.7%3.830%
8/2/2023Bank of Montreal Can70,463$218K0.0%N/A0.473%
7/27/2023EA Series Trust36,840$113K0.0%N/A0.247%
5/9/2023Formidable Asset Management LLC37,300$100K0.0%+16.7%0.250%
2/8/2023Heartland Advisors Inc.415,044$1.20M0.1%-7.8%2.786%
11/3/2022SMH Capital Advisors Inc.139,577$401K0.6%+1,301.8%0.999%


GROW Institutional Ownership - Frequently Asked Questions

During the previous two years, 21 institutional investors and hedge funds held shares of U.S. Global Investors. The most heavily invested institutionals were Kanen Wealth Management LLC ($8.44M), CWA Asset Management Group LLC ($2.30M), Gator Capital Management LLC ($2.01M), Perritt Capital Management Inc ($1.44M), Rothschild Wealth LLC ($1.26M), North Star Investment Management Corp. ($1.01M), and Renaissance Technologies LLC ($478K).Learn more on U.S. Global Investors' institutional investors.

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

Of the 16 institutional investors that purchased U.S. Global Investors' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gator Capital Management LLC ($537.11K), Rothschild Wealth LLC ($522.97K), Kanen Wealth Management LLC ($456.89K), North Star Investment Management Corp. ($395K), CWA Asset Management Group LLC ($362.14K), Samalin Investment Counsel LLC ($65.78K), and Susquehanna International Group LLP ($48.87K).

Institutional investors have bought a total of 1,491,130 shares in the last 24 months. This purchase volume represents approximately $3.71M in transactions.

The following institutional investors have sold U.S. Global Investors stock in the last 24 months: Perritt Capital Management Inc ($838.23K), Kanen Wealth Management LLC ($113.79K), State Street Corp ($56.00K), SMH Capital Advisors Inc. ($50.41K), Bridgeway Capital Management LLC ($26.50K), Renaissance Technologies LLC ($18.47K), and Samalin Investment Counsel LLC ($17.03K).

Institutional investors have sold a total of 1,120,426 shares in the last 24 months. This volume of shares sold represents approximately $3.01M in transactions.


Related Companies

Institutional ownership data for NASDAQ:GROW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/12/2026. New 13F filings are added each quarter as they're published.
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