GROW (US Global Investors) Institutional Ownership: 40.94% (As of Jul. 24, 2026)

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GROW US Global Investors Inc GROW
63 GF Score
Price $3.04
GF Value $2.28
Valuation Significantly Overvalued
! 1 Warning Sign
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What is US Global Investors Institutional Ownership?

US Global Investors GROW +3.40% 63 Institutional Ownership is 40.94% as of Jul. 24, 2026. GuruFocus rates GROW with a GF Score™ of 63/100 and a GF Value™ of $2.28 (Significantly Overvalued). The stock has 1 warning sign investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, US Global Investors's institutional ownership is 40.94%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, US Global Investors's Insider Ownership is 4.50%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, US Global Investors's Float Percentage Of Total Shares Outstanding is 77.99%.

US Global Investors Institutional Ownership Historical Data

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The historical data trend for US Global Investors's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

US Global Investors Institutional Ownership Chart

US Global Investors Historical Data

The historical data trend for US Global Investors can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 18.02 16.72 16.85 14.40 14.40 14.54 14.97 14.93 15.08 15.00
GROW
63GF Score
US Global Investors Inc GROW
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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US Global Investors Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 40.94% mean?
US Global Investors (GROW) has a Institutional Ownership of 40.94% as of Jul. 24, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on US Global Investors and its competitors.
Is US Global Investors' Institutional Ownership too high?
US Global Investors' current Institutional Ownership is 40.94%. Overall, US Global Investors has a GF Score™ of 63/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does US Global Investors' Institutional Ownership compare to GRF and FCO?
US Global Investors' Institutional Ownership of 40.94% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on US Global Investors and its competitors. US Global Investors's current Institutional Ownership is 40.94%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is US Global Investors stock overvalued right now?
Based on GuruFocus' analysis, US Global Investors (GROW) is currently considered Significantly Overvalued. The stock's GF Value™ is $2.28, compared to a current price of $3.04 — trading 33.3% above its estimated fair value. The current Institutional Ownership is 40.94%. US Global Investors' overall GF Score™ is 63/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For US Global Investors (GROW), the current Institutional Ownership is 40.94% as of Jul. 24, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is US Global Investors (GROW) Overvalued in 2026?

Based on GuruFocus' analysis, US Global Investors stock appears to be overvalued. The current stock price of $3.04 is trading 33.3% above its estimated GF Value™ of $2.28. GuruFocus considers US Global Investors to be Significantly Overvalued.

Key valuation signals for GROW:

  • Institutional Ownership: 40.94%
  • GF Value™: $2.28 vs. price of $3.04 (33.3% above fair value)
  • GF Score™: 63/100 with 1 warning sign

No single metric tells the full story. See the GROW stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

US Global Investors Business Description

Other Exchanges 0LHX:UKUGL:Germany
Address 7900 Callaghan Road, San Antonio, TX, USA, 78229
US Global Investors Inc is a registered investment advisory firm. The company manages the following business segments: Investment management services; through which the company offers, to U.S. Global Investors Funds (USGIF or the Funds) and exchange-traded fund (ETF) clients, a range of investment management products and services to meet the needs of individual and institutional investors; and Corporate Investments, through which the company invests for its own account in an effort to add growth and value to its cash position. It derives all its revenue from Investment management services.
63GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$3.04
Price
$2.28
GF Value