UNITED GUARDIAN INC (UG) — Institutional Holders, Q2 2026
28 institutional investment managers reported a UG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $6.3M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UG in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- DIMENSIONAL FUND ADVISORSAdded · +4,632 sh+$33.1K
- BlackRockAdded · +3,050 sh+$21.8K
- UBS Group AGAdded · +1,698 sh+$12.1K
- MORGAN STANLEYAdded · +700 sh+$5.0K
- OSAICAdded · +698 sh+$5.0K
Biggest sellers
- BRIDGEWAY CAPITAL MANAGEMENTSold out · -13,466 sh-$96.1K
- RENAISSANCE TECHNOLOGIESTrimmed · -9,000 sh-$64.3K
- Rodgers BrothersTrimmed · -4,000 sh-$28.6K
- FIRST MANHATTANTrimmed · -3,000 sh-$21.4K
- GEODE CAPITAL MANAGEMENTTrimmed · -1,183 sh-$8.4K
UG 13F holders ranked 1–28 of 28
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | RENAISSANCE TECHNOLOGIES#1 · 166,766 sh | 166,766 | $1.2M | <0.01% | -5.1% |
| 2 | GAMCO INVESTORS, ET AL#2 · 164,388 sh | 164,388 | $1.2M | 0.01% | 0.0% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 128,340 sh | 128,340 | $916.3K | 0.00% | 0.0% |
| 4 | DIMENSIONAL FUND ADVISORS#4 · 73,170 sh | 73,170 | $522.4K | <0.01% | +6.8% |
| 5 | Rodgers Brothers#5 · 59,600 sh | 59,600 | $425.5K | 0.04% | -6.3% |
| 6 | Teton Advisors#6 · 53,761 sh | 53,761 | $383.9K | 0.22% | 0.0% |
| 7 | PARTHENON#7 · 50,636 sh | 50,636 | $361.5K | — | 0.0% |
| 8 | GABELLI FUNDS#8 · 38,000 sh | 38,000 | $271.3K | <0.01% | 0.0% |
| 9 | GEODE CAPITAL MANAGEMENT#9 · 35,424 sh | 35,424 | $253.0K | 0.00% | -3.2% |
| 10 | UNITED CAPITAL FINANCIAL ADVISORS#10 · 20,070 sh | 20,070 | $143.3K | <0.01% | 0.0% |
| 11 | VANGUARD FIDUCIARY#11 · 18,380 sh | 18,380 | $131.2K | 0.00% | 0.0% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#12 · 16,579 sh | 16,579 | $118.4K | 0.00% | +2.8% |
| 13 | BlackRock#13 · 14,714 sh | 14,714 | $105.1K | 0.00% | +26.1% |
| 14 | FIRST MANHATTAN#14 · 13,062 sh | 13,062 | $93.3K | <0.01% | -18.7% |
| 15 | HighTower Advisors#15 · 11,000 sh | 11,000 | $78.5K | <0.01% | 0.0% |
| 16 | Hikari Tsushin#16 · 9,500 sh | 9,500 | $67.8K | <0.01% | 0.0% |
| 17 | CALDWELL SUTTER CAPITAL#17 · 3,324 sh | 3,324 | $23.7K | <0.01% | 0.0% |
| 18 | UBS Group AG#18 · 2,187 sh | 2,187 | $15.6K | 0.00% | +347.2% |
| 19 | Vanguard Global Advisers#19 · 1,547 sh | 1,547 | $11.0K | 0.00% | 0.0% |
| 20 | WELLS FARGO & COMPANY#20 · 1,000 sh | 1,000 | $7.1K | 0.00% | 0.0% |
| 21 | OSAIC#21 · 998 sh | 998 | $7.1K | 0.00% | +232.7% |
| 22 | MORGAN STANLEY#22 · 780 sh | 780 | $5.6K | 0.00% | +875.0% |
| 23 | Tower Research Capital (TRC)#23 · 555 sh | 555 | $4.0K | <0.01% | -45.7% |
| 24 | SBI Securities , Ltd.#24 · 163 sh | 163 | $1.2K | — | +21.6% |
| 25 | JONES FINANCIAL COMPANIES LLLP#25 · 100 sh | 100 | $716.00 | 0.00% | 0.0% |
| 26 | Advantage#26 · 100 sh | 100 | $714.00 | — | New |
| 27 | Caitong International Asset Management , Ltd#27 · 2 sh | 2 | $14.00 | 0.00% | New |
| 28 | BARCLAYS PLC#28 · 2 sh | 2 | $14.00 | 0.00% | New |
Funds that sold out of UG in Q2 2026 (1)
Held UG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| BRIDGEWAY CAPITAL MANAGEMENT13,466 sh | 13,466 | $89.3K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.