undamentalytics Newsletter

United Guardian Inc: which funds bought and sold

Institutions that bought and sold United Guardian 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, 10 institutions that filed 13F reports for both quarters added to or opened positions in United Guardian, and 6 cut or closed them. Together they sold a net 20K shares, −2.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 25K shares (−6.3%); index fund managers were net buyers of 1,867 shares (+1.0%). 3 opened a new position and 1 sold out entirely.

Bought, Q2 2026 10 institutions, 3 of them new holders Sold, Q2 2026 6 institutions, 1 of them sold out
Net change, all compared −20K shares (−2.2%)
Net change, active managers −25K shares (−6.3%), 0 bought, 3 sold

Buyers versus sellers

institutions compared, 29
Active managers and hedge funds 0 bought · 3 sold · −25K
Index fund managers 1 bought · 1 sold · +1,867
Other institutions 9 bought · 2 sold · +3,852

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Dimensional Fund Advisors LP +4,632 +6.8% 73K $522,433
Blackrock, Inc. Index funds +3,050 +26.1% 15K $105,058
UBS Group AG +1,698 +347.2% 2,187 $15,615
Morgan Stanley +700 +875.0% 780 $5,569
Osaic Holdings, Inc. +698 +232.7% 998 $7,125
Susquehanna International Group, LLP +459 +2.8% 17K $118,374
Advantage Trust Co +100 New position 100 $714
Sbi Securities Co., Ltd. +29 +21.6% 163 $1,164
Barclays PLC +2 New position 2 $14
Caitong International Asset Management Co., Ltd +2 New position 2 $14

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Bridgeway Capital Management, LLC Active manager −13K Sold out 0 —
Renaissance Technologies LLC Hedge fund −9,000 −5.1% 167K $1.2M
Rodgers Brothers Inc. −4,000 −6.3% 60K $425,544
First Manhattan Co. Llc. Active manager −3,000 −18.7% 13K $93,263
Geode Capital Management, LLC Index funds −1,183 −3.2% 35K $252,995
Tower Research Capital LLC (TRC) −468 −45.7% 555 $3,963

New positions

largest by value
InstitutionSharesValue June 30, 2026
Advantage Trust Co 100 $714
Barclays PLC 2 $14
Caitong International Asset Management Co., Ltd 2 $14

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Bridgeway Capital Management, LLCActive manager 13K $89,280

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
28
Ten largest holders
89.4%
of 13F-reported shares
Index fund managers
22.3%
of 13F-reported shares
Active managers and hedge funds
43.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 3 0 1 −25K −6.3%
Index fund managers 1 1 0 0 +1,867 +1.0%
Other institutions 9 2 3 0 +3,852 +1.3%

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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