U.S. Global Investors, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GATOR CAPITAL MANAGEMENT, LLC | 11/13/2025 | 700.88 K | $1.93 M | 2.44% | 5.25% |
| VANGUARD GROUP INC | 11/07/2025 | 618.63 K | $1.70 M | 0.00% | 4.64% |
| PERRITT CAPITAL MANAGEMENT INC | 11/17/2025 | 522.97 K | $1.44 M | -0.29% | 3.92% |
| KANEN WEALTH MANAGEMENT LLC | 11/14/2025 | 456.89 K | $1.26 M | 0.00% | 3.42% |
| BLACKROCK, INC. | 11/12/2025 | 310.04 K | $852.61 K | 0.00% | 2.32% |
| CWA ASSET MANAGEMENT GROUP, LLC | 10/22/2025 | 253.21 K | $696.34 K | 68.81% | 1.90% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 190.08 K | $522.73 K | 22.62% | 1.42% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 128.25 K | $352.77 K | 0.00% | 0.96% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 94.04 K | $258.60 K | 108.21% | 0.70% |
| SMH CAPITAL ADVISORS INC | 11/13/2025 | 91.46 K | $227.73 K | -8.92% | 0.69% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 80.43 K | $221.18 K | -2.10% | 0.60% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 56.51 K | $155.39 K | -9.97% | 0.42% |
| STATE STREET CORP | 11/14/2025 | 56.00 K | $154.01 K | 0.00% | 0.42% |
| CATALYST CAPITAL ADVISORS LLC | 11/12/2025 | 49.50 K | $136.13 K | 0.00% | 0.37% |
| CITADEL ADVISORS LLC | 11/14/2025 | 43.63 K | $119.97 K | 52.07% | 0.33% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 37.00 K | $101.75 K | 100.00% | 0.28% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 33.93 K | $93.31 K | 0.81% | 0.25% |
| SAMALIN INVESTMENT COUNSEL, LLC | 10/30/2025 | 33.41 K | $91.88 K | 100.00% | 0.25% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/17/2025 | 22.82 K | $62.76 K | 0.00% | 0.17% |
| NORTHERN TRUST CORP | 11/14/2025 | 21.95 K | $60.36 K | -2.33% | 0.16% |
| MORGAN STANLEY | 11/14/2025 | 16.24 K | $44.65 K | -8.46% | 0.12% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/22/2025 | 11.00 K | $30.25 K | 0.00% | 0.08% |
| FOUNDERS CAPITAL MANAGEMENT | 11/13/2025 | 7.00 K | $19.25 K | 0.00% | 0.05% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 1.59 K | $4.36 K | -12.71% | 0.01% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 11/04/2025 | 1.20 K | $3.30 K | 0.00% | 0.01% |
| SIMPLEX TRADING, LLC | 11/12/2025 | 990 | $2.00 K | 100.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 500 | $1.38 K | -0.20% | 0.00% |
| TRIUMPH CAPITAL MANAGEMENT | 11/17/2025 | 200 | $550 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 114 | $313 | -6.56% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 108 | $297 | -1.82% | 0.00% |
| US BANCORP \DE\ | 11/12/2025 | 100 | $275 | 0.00% | 0.00% |
| BARCLAYS PLC | 11/12/2025 | 7 | $19 | 100.00% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
U.S. Global Investors, Inc. institutional Ownership - FAQ's
During the previous two years, 48 institutional investors and hedge funds held shares of U.S. Global Investors, Inc.. The most heavily invested institutionals were:
Gator Capital Management, LLC: 700,884
VANGUARD GROUP INC: 618,633
PERRITT CAPITAL MANAGEMENT INC: 522,967
Kanen Wealth Management LLC: 456,885
BlackRock, Inc.: 310,038
CWA Asset Management Group, LLC: 253,214
28.78% of U.S. Global Investors, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.24 M shares in the last 24 months. This purchase volume represents approximately $12.73 M in transactions.