Who owns USG (USG)
Which tracked institutional funds hold USG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
USG’s largest tracked holder by dollar value, Legacy Investment Solutions, LLC, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in USG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 14 tracked filers holding USG, 6 increased or opened the position and 5 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC added | 25,268 | $933K | 7.4% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 22,831 | $843K | 6.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 19,051 | $704K | 5.6% | 2026-Q1 |
| Alpine Bank Wealth Management added | 18,854 | $697K | 5.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 18,110 | $669K | 5.3% | 2026-Q1 |
| Fermata Advisors, LLC added | 14,297 | $528K | 4.2% | 2026-Q1 |
| Papamarkou Wellner Asset Management inc. | 8,300 | $307K | 2.4% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID trimmed | 589 | $22K | 0.2% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 274 | $10K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 258 | $10K | 0.1% | 2026-Q1 |
| CWM, LLC added | 254 | $9K | 0.1% | 2026-Q1 |
| GROUP ONE TRADING LLC | 3 | $111 | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $43 | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1 | $41 | 0.0% | 2026-Q1 |
| Legacy Investment Solutions, LLC added | 109,347 | $4M | 30.2% | 2025-Q2 stale |
| Orion Porfolio Solutions, LLC added | 25,815 | $1M | 8.0% | 2025-Q3 stale |
| Newbridge Financial Services Group, Inc. added | 21,300 | $827K | 6.6% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 19,129 | $742K | 5.9% | 2025-Q3 stale |
| GTS SECURITIES LLC added | 14,491 | $562K | 4.5% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC trimmed | 15,328 | $527K | 4.2% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,038 | $390K | 3.1% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ new | 96 | $3K | 0.0% | 2025-Q2 stale |
| Belvedere Trading LLC new | 0 | — | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.