Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in UG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | RENAISSANCE TECHNOLOGIES LLC | 176K | $1.2M | -5.8% | 3.826% | 0.00% |
| 2 | GAMCO INVESTORS, INC. ET AL | 164K | $1.1M | +1.2% | 3.578% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 128K | $851K | — | 2.793% | 0.00% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 69K | $454K | -8.6% | 1.492% | 0.00% |
| 5 | Rodgers Brothers Inc. | 64K | $426K | -13.9% | 1.384% | 0.05% |
| 6 | Teton Advisors, LLC | 54K | $360K | 0.0% | 1.170% | 0.25% |
| 7 | PARTHENON LLC | 51K | $339K | 0.0% | 1.102% | 0.04% |
| 8 | GABELLI FUNDS LLC | 38K | $255K | 0.0% | 0.827% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 37K | $243K | +2.9% | 0.797% | 0.00% |
| 10 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 20K | $134K | 0.0% | 0.437% | 0.00% |
| 11 | VANGUARD FIDUCIARY TRUST CO | 18K | $122K | — | 0.400% | 0.00% |
| 12 | FIRST MANHATTAN CO | 16K | $108K | -5.9% | 0.350% | 0.00% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16K | $107K | +10.5% | 0.351% | 0.00% |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 13K | $89K | 0.0% | 0.293% | 0.00% |
| 15 | BlackRock, Inc. | 12K | $78K | +6.4% | 0.254% | 0.00% |
| 16 | HighTower Advisors, LLC | 11K | $73K | 0.0% | 0.239% | 0.00% |
| 17 | Hikari Tsushin, Inc. | 10K | $64K | 0.0% | 0.207% | 0.00% |
| 18 | CALDWELL SUTTER CAPITAL, INC. | 3K | $22K | 0.0% | 0.072% | 0.01% |
| 19 | Vanguard Global Advisers, LLC | 2K | $10K | — | 0.034% | 0.00% |
| 20 | Tower Research Capital LLC (TRC) | 1K | $7K | +73.1% | 0.022% | 0.00% |
| 21 | WELLS FARGO & COMPANY/MN | 1K | $7K | -0.1% | 0.022% | 0.00% |
| 22 | UBS Group AG | 489 | $3K | +46.9% | 0.011% | 0.00% |
| 23 | ADVISOR GROUP HOLDINGS, INC. | 300 | $2K | 0.0% | 0.006% | 0.00% |
| 24 | SBI Securities Co., Ltd. | 134 | $898 | 0.0% | 0.003% | 0.00% |
| 25 | JONES FINANCIAL COMPANIES LLLP | 100 | $656 | 0.0% | 0.002% | 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 UG — a direct measure of their conviction.
Filings activity in UG during Q1 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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 26 | +0.0% | 18.74% | +0.76 pp | $6M | +4.2% |
| Q4 2025 | 26 | 16% | 17.98% | 6.25 pp | $6M | 26% |
| Q3 2025 | 31 | 6.1% | 24.23% | 1.47 pp | $8M | 5.7% |
| Q2 2025 | 33 | +3.1% | 25.70% | 3.61 pp | $8M | 12% |
| Q1 2025 | 32 | 3.0% | 29.31% | 0.94 pp | $9M | 3.1% |
| Q4 2024 | 33 | +3.1% | 30.25% | 19.33 pp | $10M | 39% |
| Q3 2024 | 32 | +3.2% | 49.58% | +20.64 pp | $16M | +71% |
| Q2 2024 | 31 | — | 28.94% | — | $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 UG stock.
Based on Q1 2026 13F filings, institutional ownership of United-Guardian, Inc. stands at 18.7%, held across 26 reporting institutions.
RENAISSANCE TECHNOLOGIES LLC is the largest reported institutional holder of UG, with approximately 175,766 shares worth $0.00B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of UG, including RENAISSANCE TECHNOLOGIES LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for UG is 61 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
3 institutions opened new positions in UG during Q1 2026, while 3 fully exited. 21 added to existing positions and 2 trimmed.
UG institutional ownership rose by 0.76 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 88.5% of all reported 13F value in UG, and the top 25 account for 100.0%.
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.
United-Guardian, Inc. (UG) Institutional Ownership