$UTGN

$57.45 +$0.17 (0.3%) Close

$UTGN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 3.1M shares outstanding

Who owns UTGN?

By type of holder

Institutions 0.0% Insiders 16.5% Everyone else 83.5%

Concentration Top 10 holders own 123.1%

First Southern Bancorp Inc 44.9% · First Southern Holdings LLC 38.4%

Institutional ownership

0.0%

0.0 pts vs last qtr

Institutional holders

0 vs last qtr

Net shares bought

by institutions in Q2 2026

New / sold out

0 / 0

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

No 13F manager has reported this stock in the last 8 quarters.

Biggest buyers in Q2 2026

None.

Biggest sellers in Q2 2026

None.

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for UTG Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−10.8%

−1.27% a year

Each share's claim on the business

+12.1%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$14.8M vs $3.62M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

No 13F manager reports holding UTGN.

Super Investors

Investment managers reporting UTGN on Form 13F

No 13F manager reports holding UTGN yet.

Institutional Funds

Mutual funds and ETFs reporting UTGN on Form N-PORT; together they hold 0.0% of the company

No fund reports holding UTGN yet.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
FS First Southern Bancorp Inc 5%+ holder 13D · 44.6%	1.4M	44.91%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company44.910% Disclosed stake13D · 44.6% View the 13D/G filing →
FS First Southern Holdings LLC 5%+ holder 13D · 38.1%	1.2M	38.37%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company38.370% Disclosed stake13D · 38.1% View the 13D/G filing →

First Southern Bancorp Inc

5%+ holder13D · 44.6%

1.4M

% of company

44.91%

Change vs last qtr

—

Held since

—

First Southern Holdings LLC

5%+ holder13D · 38.1%

1.2M

% of company

38.37%

Change vs last qtr

—

Held since

—

19 more holders behind a free account

See every insider and 5%+ holder of UTG Inc.

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