UG UNITED GUARDIAN INC
FollowCOM (common), issuer CIK 101295
32 managers (33 13F filers) reported a position in UG shares at 2025-06-30, 1,036,263 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 32
- 13F filers
- 33
- New
- 3
- Added
- 10
- Reduced
- 8
- Sold out
- 2
- Shares held by filers
- 1,036,263
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| GAMCO Investors (Gabelli)group of 2 filers holding | 197,500 | $1.58M | +2,000 | Timeline
| |
| RENAISSANCE TECHNOLOGIES LLC | 187,963 | $1.5M | <0.01% | -1,000 | 13F-HRTimeline |
| VANGUARD GROUP INCin group VANGUARD GROUP INC | 150,396 | $1.2M | <0.01% | 0 | 13F-HRTimelineGroup |
| Rodgers Brothers Inc. | 89,766 | $718K | 0.09% | -3,861 | 13F-HRTimeline |
| DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP | 76,927 | $612K | <0.01% | +50 | 13F-HRTimelineGroup |
| Teton Advisors, Inc. | 53,961 | $432K | 0.26% | -200 | 13F-HRTimeline |
| PARTHENON LLC | 51,909 | $415K | 0.05% | 0 | 13F-HRTimeline |
| GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC | 32,604 | $260K | <0.01% | -244 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 29,753 | $238K | <0.01% | +4,723 | 13F-HRTimelineGroup |
| NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC | 24,872 | $199K | <0.01% | -6,079 | 13F-HR/ATimelineGroup |
| NORTHERN TRUST CORPin group NORTHERN TRUST CORP | 24,350 | $195K | <0.01% | +186 | 13F-HRTimelineGroup |
| UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI… | 20,070 | $161K | <0.01% | 0 | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 18,476 | $147K | <0.01% | +7,543 | 13F-HRTimelineGroup |
| FIRST MANHATTAN CO. LLC. | 17,062 | $136K | <0.01% | 0 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 15,310 | $122K | <0.01% | +4,383 | 13F-HRTimelineGroup |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 13,466 | $107K | <0.01% | 0 | 13F-HRTimeline |
| HighTower Advisors, LLC | 11,000 | $87.6K | <0.01% | 0 | 13F-HRTimeline |
| BlackRock, Inc.in group BlackRock, Inc. | 10,422 | $83.4K | <0.01% | -864 | 13F-HRTimelineGroup |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 7,013 | $56.1K | 0.01% | -82 | 13F-HRTimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 1,001 | $8.01K | <0.01% | 0 | 13F-HRTimelineGroup |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 827 | $6.62K | <0.01% | +802 | 13F-HRTimelineGroup |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 443 | $3.54K | <0.01% | +22 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 300 | $2.4K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| FMR LLCin group FMR LLC | 171 | $1.36K | <0.01% | 0 | 13F-HRTimelineGroup |
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 165 | $1.31K | <0.01% | new | 13F-HRTimelineGroup |
| SBI Securities Co., Ltd. | 136 | $1.09K | <0.01% | +20 | 13F-HRTimeline |
| PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC | 119 | $952 | <0.01% | +112 | 13F-HRTimelineGroup |
| JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP | 100 | $815 | <0.01% | 0 | 13F-HRTimelineGroup |
| Advantage Trust Co | 100 | $800 | <0.01% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 80 | $645 | <0.01% | -165 | 13F-HRTimelineGroup |
| Ameritas Advisory Services, LLCin group Ameritas Investment Partners,… | 1 | $8 | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |