U S Global Investors Inc: which funds bought and sold

Institutions that bought and sold U S Global Investors shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 15 institutions that filed 13F reports for both quarters added to or opened positions in U S Global Investors, and 12 cut or closed them. Together they added a net 242K shares, +6.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 79K shares (+26.5%); index fund managers were net buyers of 7,532 shares (+0.7%). 4 opened a new position and 4 sold out entirely.

Bought, Q2 2026 15 institutions, 4 of them new holders Sold, Q2 2026 12 institutions, 4 of them sold out

Net change, all compared +242K shares (+6.1%)

Net change, active managers +79K shares (+26.5%), 2 bought, 0 sold

Buyers versus sellers

institutions compared, 40

15 bought 13 12 sold

Active managers and hedge funds 2 bought · 0 sold · +79K

Index fund managers 2 bought · 1 sold · +7,532

Other institutions 11 bought · 11 sold · +156K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Gator Capital Management, LLC	+80K +7.7%	1.1M	$3.5M
Cwa Asset Management Group, LLC	+78K +12.3%	707K	$2.2M
Citadel Advisors LLC Hedge fund	+67K +147.7%	113K	$352,782
Geode Capital Management, LLC Index funds	+16K +13.9%	131K	$410,336
Susquehanna International Group, LLP	+15K +22.6%	82K	$255,706
Renaissance Technologies LLC Hedge fund	+11K +5.9%	204K	$636,527
Proficio Capital Partners LLC	+11K +24.6%	55K	$170,283
Lri Investments, LLC	+10K New position	10K	$31,200
Dimensional Fund Advisors LP	+7,905 +13.5%	67K	$207,808
UBS Group AG	+1,609 +1711.7%	1,703	$5,313
Integrated Wealth Concepts LLC	+1,052 New position	1,052	$3,282
Royal Bank Of Canada	+905 New position	905	$3,000
Vanguard Fiduciary Trust Co Index funds	+407 +0.7%	60K	$188,058
Barclays PLC	+16 New position	16	$50
Caitong International Asset Management Co., Ltd	+1 +50.0%	3	$9

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+67K +147.7%	113K	$352,782
Renaissance Technologies LLC Hedge fund	+11K +5.9%	204K	$636,527

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Gsa Capital Partners LLP	−22K Sold out	0	—
Landscape Capital Management, L.L.C.	−12K Sold out	0	—
Vanguard Capital Management LLC Index funds	−8,874 −1.7%	508K	$1.6M
Founders Capital Management	−7,000 Sold out	0	—
Xtx Topco Ltd	−4,952 −29.7%	12K	$36,623
Tower Research Capital LLC (TRC)	−1,092 −52.7%	979	$3,054
Rothschild Wealth LLC	−1,002 −0.8%	122K	$380,530
Smh Capital Advisors Inc	−889 −2.2%	40K	$125,397
Samalin Investment Counsel, LLC	−537 −4.3%	12K	$37,460
Simplex Trading, LLC	−213 Sold out	0	—
Sbi Securities Co., Ltd.	−100 −92.6%	8	$25
Kestra Private Wealth Services, LLC	−21 −0.1%	18K	$55,536

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

New positions

largest by value

Institution	Shares	Value June 30, 2026
Lri Investments, LLC	10K	$31,200
Integrated Wealth Concepts LLC	1,052	$3,282
Royal Bank Of Canada	905	$3,000
Barclays PLC	16	$50

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Gsa Capital Partners LLP	22K	$55,000
Landscape Capital Management, L.L.C.	12K	$29,116
Founders Capital Management	7,000	$17,360
Simplex Trading, LLC	213	$528

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 36
Ten largest holders: 88.3%
Index fund managers: 25.9%
Active managers and hedge funds: 9.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	2	0	0	0	+79K	+26.5%
Index fund managers	2	1	0	0	+7,532	+0.7%
Other institutions	11	11	4	4	+156K	+6.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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