UG UnitedGuardian Inc
UnitedGuardian Inc (UG) Institutional Ownership
What the institutions did with UG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 166.8K | 18.9% |
| GAMCO INVESTORS, INC. ET AL | 164.4K | 18.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 128.3K | 14.5% |
| DIMENSIONAL FUND ADVISORS LP | 73.2K | 8.3% |
| Rodgers Brothers Inc. | 59.6K | 6.7% |
| Teton Advisors, LLC | 53.8K | 6.1% |
| PARTHENON LLC | 50.6K | 5.7% |
| GABELLI FUNDS LLC | 38.0K | 4.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 35.4K | 4.0% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20.1K | 2.3% |
| VANGUARD FIDUCIARY TRUST CO | 18.4K | 2.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.6K | 1.9% |
| BlackRock, Inc. | 14.7K | 1.7% |
| FIRST MANHATTAN CO. LLC. | 13.1K | 1.5% |
| HighTower Advisors, LLC | 11.0K | 1.2% |
| Hikari Tsushin, Inc. | 9.5K | 1.1% |
| CALDWELL SUTTER CAPITAL, INC. | 3.3K | 0.4% |
| UBS Group AG | 2.2K | 0.2% |
| Vanguard Global Advisers, LLC | 1.5K | 0.2% |
| WELLS FARGO & COMPANY/MN | 1.0K | 0.1% |
| OSAIC HOLDINGS, INC. | 998 | 0.1% |
| MORGAN STANLEY | 780 | 0.1% |
| Tower Research Capital LLC (TRC) | 555 | 0.1% |
| SBI Securities Co., Ltd. | 163 | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 100 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Sold Out | 13.5K | 0 | -13.5K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 175.8K | 166.8K | -9.0K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 68.5K | 73.2K | +4.6K |
| Rodgers Brothers Inc. | Reduced | 63.6K | 59.6K | -4.0K |
| BlackRock, Inc. | Increased | 11.7K | 14.7K | +3.1K |
| FIRST MANHATTAN CO. LLC. | Reduced | 16.1K | 13.1K | -3.0K |
| UBS Group AG | Increased | 489 | 2.2K | +1.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 36.6K | 35.4K | -1.2K |
| MORGAN STANLEY | Increased | 80 | 780 | +700 |
| OSAIC HOLDINGS, INC. | Increased | 300 | 998 | +698 |
| Tower Research Capital LLC (TRC) | Reduced | 1.0K | 555 | -468 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 16.1K | 16.6K | +459 |
| Advantage Trust Co | New | 0 | 100 | +100 |
| SBI Securities Co., Ltd. | Increased | 134 | 163 | +29 |
| BARCLAYS PLC | New | 0 | 2 | +2 |
| Caitong International Asset Management Co., Ltd | New | 0 | 2 | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.