UNITED GUARDIAN INC - UG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 186,645 | 1,149 | 0.0% | 0.0% | 1 | +1,882 | 1.02% | Q4 2025 | Feb 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 162,500 | 1,001 | 0.01% | 0.01% | 2 | +3,000 | 1.88% | Q4 2025 | Feb 05, 2026 |
| VANGUARD GROUP INC | History | No change | 150,396 | 926 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 74,945 | 461 | 0.0% | 0.0% | 4 | -2,590 | -3.34% | Q4 2025 | Feb 12, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 73,850 | 454 | 0.05% | 0.08% | 5 | -8,416 | -10.23% | Q4 2025 | Feb 13, 2026 |
| Teton Advisors, LLC | History | Reduced | 53,761 | 331 | 0.23% | 0.26% | 6 | -200 | -0.37% | Q4 2025 | Feb 05, 2026 |
| PARTHENON LLC | History | Reduced | 50,636 | 311 | 0.03% | 0.04% | 7 | -273 | -0.54% | Q4 2025 | Jan 23, 2026 |
| GABELLI FUNDS LLC | History | New | 38,000 | 234 | 0.0% | — | 8 | +38,000 | New | Q4 2025 | Feb 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 35,560 | 219 | 0.0% | 0.0% | 9 | +2,691 | 8.19% | Q4 2025 | Feb 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 20,070 | 123 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 17,062 | 105 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 14,583 | 89 | 0.0% | 0.0% | 12 | +4,559 | 45.48% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 13,466 | 82 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 10,962 | 67 | 0.0% | 0.0% | 15 | +324 | 3.05% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | No change | 11,000 | 67 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 10,355 | 63 | 0.0% | 0.0% | 16 | -10,832 | -51.13% | Q4 2025 | Feb 13, 2026 |
| Hikari Tsushin, Inc. | History | No change | 9,500 | 58 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 3,324 | 20 | 0.01% | — | 18 | +3,324 | New | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,001 | 6 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 801 | 4 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 591 | 3 | 0.0% | 0.0% | 21 | -502 | -45.93% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 333 | 2 | 0.0% | 0.0% | 22 | -21,244 | -98.46% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 300 | 1 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,271 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,013 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -354 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advantage Trust Co | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 134 | 0 | — | 0.0% | — | -2 | -1.47% | Q4 2025 | Feb 03, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Mar 31, 2026 |
| MORGAN STANLEY | History | Reduced | 79 | 0 | — | — | — | -1 | -1.25% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |