Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in GROW held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Gator Capital Management, LLC | 1.1M | $3.5M | +7.7% | 8.846% | 0.73% |
| 2 | CWA Asset Management Group, LLC | 707K | $2.2M | +12.3% | 5.578% | 0.07% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 508K | $1.6M | -1.7% | 4.008% | 0.00% |
| 4 | North Star Investment Management Corp. | 406K | $1.3M | 0.0% | 3.202% | 0.07% |
| 5 | BlackRock, Inc. | 308K | $962K | 0.0% | 2.432% | 0.00% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 204K | $637K | +5.9% | 1.609% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 131K | $410K | +13.9% | 1.037% | 0.00% |
| 8 | Rothschild Wealth LLC | 122K | $381K | -0.8% | 0.962% | 0.03% |
| 9 | CITADEL ADVISORS LLC | 113K | $353K | +86.1% | 0.892% | 0.00% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 82K | $256K | +22.6% | 0.646% | 0.00% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 67K | $208K | +13.5% | 0.525% | 0.00% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 60K | $188K | +0.7% | 0.475% | 0.00% |
| 13 | STATE STREET CORP | 56K | $175K | 0.0% | 0.442% | 0.00% |
| 14 | Proficio Capital Partners LLC | 55K | $170K | +24.6% | 0.430% | 0.01% |
| 15 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 54K | $168K | 0.0% | 0.425% | 0.00% |
| 16 | SMH CAPITAL ADVISORS INC | 40K | $125K | -2.2% | 0.317% | 0.25% |
| 17 | MAI Capital Management | 37K | $115K | 0.0% | 0.292% | 0.00% |
| 18 | Empowered Funds, LLC | 34K | $106K | 0.0% | 0.268% | 0.00% |
| 19 | NORTHERN TRUST CORP | 21K | $67K | 0.0% | 0.168% | 0.00% |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | 18K | $56K | -0.1% | 0.140% | 0.00% |
| 21 | Samalin Investment Counsel, LLC | 12K | $37K | -4.3% | 0.095% | 0.01% |
| 22 | XTX Topco Ltd | 12K | $37K | -29.7% | 0.093% | 0.00% |
| 23 | LRI Investments, LLC | 10K | $31K | — | 0.079% | 0.00% |
| 24 | Vanguard Global Advisers, LLC | 5K | $16K | 0.0% | 0.041% | 0.00% |
| 25 | UBS Group AG | 2K | $5K | +1711.7% | 0.013% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in GROW — a direct measure of their conviction.
Filings activity in GROW during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | 5.4% | 33.07% | +1.78 pp | $13M | +34% |
| Q1 2026 | 37 | +19% | 31.29% | +2.15 pp | $10M | +12% |
| Q4 2025 | 31 | 3.1% | 29.14% | +1.40 pp | $9M | 17% |
| Q3 2025 | 32 | +0.0% | 27.74% | 4.18 pp | $11M | +13% |
| Q2 2025 | 32 | +14% | 31.92% | +10.66 pp | $9M | +40% |
| Q1 2025 | 28 | 15% | 21.26% | 1.63 pp | $7M | 17% |
| Q4 2024 | 33 | +0.0% | 22.89% | 2.06 pp | $8M | 15% |
| Q3 2024 | 33 | — | 24.95% | — | $9M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying GROW stock.
Based on Q2 2026 13F filings, institutional ownership of U.S. Global Investors, Inc. stands at 33.1%, held across 35 reporting institutions.
Gator Capital Management, LLC is the largest reported institutional holder of GROW, with approximately 1,121,593 shares worth $0.00B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of GROW, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for GROW is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
2 institutions opened new positions in GROW during Q2 2026, while 4 fully exited. 29 added to existing positions and 3 trimmed.
GROW institutional ownership rose by 1.78 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 88.4% of all reported 13F value in GROW, and the top 25 account for 99.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
U.S. Global Investors, Inc. (GROW) Institutional Ownership