U.S. Global Investors, Inc.

LSE:0LHX Stock Report

Market Cap: US$32.9m

U.S. Global Investors Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 0LHX?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders2,718,62220.1%
Institutions3,713,30627.5%
General Public7,093,81252.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 47.12% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
19.2%
Frank Holmes
2,603,013US$6.3m0.08%no data
4.57%
The Vanguard Group, Inc.
617,936US$1.5m0%no data
4.12%
Perritt Capital Management, Inc.
556,820US$1.4m0.76%0.7%
3.38%
Kanen Wealth Management LLC
456,885US$1.1m0%0.43%
3.25%
Royce & Associates, LP
439,454US$1.1m-27.4%0.01%
2.29%
BlackRock, Inc.
310,038US$754.9k-1.23%no data
2.19%
Gator Capital Management, LLC
295,981US$720.7k0%0.28%
1.26%
Renaissance Technologies LLC
170,560US$415.3k14.5%no data
1.18%
Bridgeway Capital Management, LLC
159,493US$388.4k3.48%0.01%
0.86%
Geode Capital Management, LLC
116,782US$284.4k-2.12%no data
0.77%
SMH Capital Advisors LLC
104,787US$255.2k-2.36%1.43%
0.47%
Roy Terracina
63,800US$155.4k0%no data
0.43%
Dimensional Fund Advisors LP
57,606US$140.3k42.7%no data
0.4%
Susquehanna International Group, LLP, Asset Management Arm
54,114US$131.8k-23.3%no data
0.37%
Tidal Investments LLC
49,911US$121.5k-17.1%no data
0.37%
Catalyst Capital Advisors LLC
49,500US$120.5k0%no data
0.36%
Citadel Advisors LLC
48,053US$117.0k190%no data
0.34%
State Street Global Advisors, Inc.
45,352US$110.4k0%no data
0.31%
VIMA, LLC
41,258US$100.5k-0.48%0.2%
0.23%
Lisa Callicotte
31,509US$76.7k2.52%no data
0.2%
Morgan Stanley, Investment Banking and Brokerage Investments
27,030US$65.8k0%no data
0.17%
Northern Trust Global Investments
22,472US$54.7k-1.86%no data
0.13%
Thomas Lydon
17,500US$42.6k0%no data
0.13%
Formidable Asset Management, LLC
17,425US$42.4k-51.9%0.01%
0.12%
Jamison Private Wealth Management, Inc.
16,000US$39.0k0%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/25 01:28
End of Day Share Price 2024/12/06 00:00
Earnings2024/09/30
Annual Earnings2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

U.S. Global Investors, Inc. is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Raghavendra WelankiwarisVirtua Research Inc.