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 | Reduced | 175,766 | 1,177 | 0.0% | 0.0% | 1 | -10,879 | -5.83% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 164,388 | 1,101 | 0.01% | 0.01% | 2 | +1,888 | 1.16% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 150,396 | 926 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 128,340 | 850 | 0.0% | — | 4 | +128,340 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 68,538 | 454 | 0.0% | 0.0% | 5 | -6,407 | -8.55% | Q1 2026 | May 07, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 63,600 | 426 | 0.05% | 0.05% | 6 | -10,250 | -13.88% | Q1 2026 | May 14, 2026 |
| Teton Advisors, LLC | History | No change | 53,761 | 360 | 0.25% | 0.23% | 7 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PARTHENON LLC | History | No change | 50,636 | 339 | 0.04% | 0.03% | 8 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GABELLI FUNDS LLC | History | No change | 38,000 | 254 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 36,607 | 242 | 0.0% | 0.0% | 10 | +1,047 | 2.94% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 20,070 | 134 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 18,380 | 121 | 0.0% | — | 12 | +18,380 | New | Q1 2026 | May 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 16,062 | 107 | 0.0% | 0.0% | 13 | -1,000 | -5.86% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 16,120 | 106 | 0.0% | 0.0% | 14 | +1,537 | 10.54% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 13,466 | 89 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 11,664 | 78 | 0.0% | 0.0% | 16 | +702 | 6.4% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | No change | 11,000 | 72 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hikari Tsushin, Inc. | History | No change | 9,500 | 63 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 3,324 | 22 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,547 | 10 | 0.0% | — | 20 | +1,547 | New | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,023 | 6 | 0.0% | 0.0% | 22 | +432 | 73.1% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,000 | 6 | 0.0% | 0.0% | 21 | -1 | -0.1% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 489 | 3 | 0.0% | 0.0% | 23 | +156 | 46.85% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 300 | 2 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,355 | -100.0% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -801 | -100.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 80 | 0 | — | — | — | +1 | 1.27% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 134 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |