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DaveManuel.com · Institutional Ownership · Who Owns It

USANA HEALTH SCIENCES INC (USNA)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

137
Reporting holders
$261.8M
Reported value
66.2%
Of shares outstanding
0.1%
Calls
0.2%
Puts
-3
Holder change

Institutions report 12,233,918 shares against 18,476,534 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Nantahala Capital Management, LLC$34.6M1,620,1480.57%3q+100.0%+$17.3M
BlackRock, Inc.$33.2M1,554,1890.00%8q+30.6%+$7.8M
PZENA INVESTMENT MANAGEMENT LLC$25.7M1,205,5870.08%20q+8.7%+$2.1M
RENAISSANCE TECHNOLOGIES LLC$20.5M958,5200.03%31q-5.8%-$1.3M
DIMENSIONAL FUND ADVISORS LP$17.9M837,4260.00%31qHELD
VANGUARD CAPITAL MANAGEMENT LLC$10.4M487,3700.00%2q+1.7%+$177.8K
Creative Planning$8.9M417,9710.01%8q+116.4%+$4.8M
AQR CAPITAL MANAGEMENT LLC$8.7M408,0860.00%31q+37.7%+$2.4M
VANGUARD PORTFOLIO MANAGEMENT LLC$7.8M363,3770.00%2q+7.4%+$535.9K
GEODE CAPITAL MANAGEMENT, LLC$6.0M283,1650.00%31q+7.1%+$400.0K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$5.8M272,2080.00%31q-18.3%-$1.3M
STATE STREET CORP$5.6M261,2400.00%31q+5.3%+$281.9K
Nuveen, LLC$5.1M239,4770.00%6q+965.3%+$4.6M
AMERICAN CENTURY COMPANIES INC$4.0M187,3480.00%26q-1.9%-$76.9K
JACOBS LEVY EQUITY MANAGEMENT, INC$3.9M180,5670.01%27q-6.4%-$264.9K
TWO SIGMA INVESTMENTS, LP$3.5M165,5140.00%5q+14.4%+$445.9K
MORGAN STANLEY$3.5M164,3630.00%35q+5.7%+$189.6K
D. E. Shaw & Co., Inc.$3.3M156,8350.00%31q-14.1%-$547.6K
ACADIAN ASSET MANAGEMENT LLC$3.1M147,6560.00%2q+46.0%+$991.4K
Allianz Asset Management GmbH$3.0M142,3990.00%5q+21.2%+$531.6K
BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.9M138,1530.05%6q+39.4%+$833.9K
ALGERT GLOBAL LLC$2.8M131,7580.03%5q+91.8%+$1.3M
GOLDMAN SACHS GROUP INC$2.6M123,2670.00%31q+35.2%+$685.7K
UBS Group AG$2.5M115,8860.00%31q+388.7%+$2.0M
LAZARD ASSET MANAGEMENT LLC$2.1M97,3110.00%2q+34.4%+$532.0K
NORTHERN TRUST CORP$2.0M94,4670.00%31q-4.0%-$83.3K
Assenagon Asset Management S.A.$1.6M76,4260.00%24q-21.2%-$439.7K
AMERIPRISE FINANCIAL INC$1.6M72,7350.00%31q-0.9%-$13.8K
VANGUARD FIDUCIARY TRUST CO$1.5M72,5780.00%2q+7.0%+$100.9K
Vanguard Global Advisers, LLC$1.5M70,9400.00%2q+16.0%+$208.8K
Empowered Funds, LLC$1.5M70,2530.01%6q+6.0%+$84.5K
CITADEL ADVISORS LLC$1.2M
incl. $629.8K options CALL+PUT
26,9610.00%18q-34.5%-$634.3K
Bank of New York Mellon Corp$1.1M51,7340.00%31q-1.5%-$17.1K
Quantinno Capital Management LP$1.1M50,2230.00%4q+301.2%+$805.0K
BANK OF AMERICA CORP /DE/$967.5K45,3180.00%31q+5.4%+$49.4K
ROYCE & ASSOCIATES LP$884.0K41,4070.01%17q-8.8%-$85.5K
DEUTSCHE BANK AG\$822.0K38,5000.00%34q+39.6%+$233.1K
BARCLAYS PLC$777.1K36,4000.00%31q+3.3%+$24.7K
STRS OHIO$723.8K33,9000.00%5q+9.4%+$61.9K
Inspire Investing, LLC$687.1K32,1810.03%4q+9.6%+$60.2K
HSBC HOLDINGS PLC$672.8K31,9600.00%7q+42.1%+$199.3K
Invesco Ltd.$670.8K31,4180.00%31q-22.0%-$189.7K
SEI INVESTMENTS CO$641.5K30,0470.00%3q-49.7%-$633.7K
XTX Topco Ltd$625.3K29,2890.01%2q+163.1%+$387.6K
MILLENNIUM MANAGEMENT LLC$570.7K26,7320.00%7q-71.2%-$1.4M
Verdad Advisers, LP$556.6K26,0680.53%2q+52.7%+$192.0K
Sanctuary Advisors, LLC$497.1K23,2840.00%newNEW
Man Group plc$489.9K22,9440.00%2q+13.7%+$59.2K
State of Tennessee, Department of Treasury$461.2K21,6000.00%31q-7.4%-$36.7K
Point72 Asset Management, L.P.$397.2K18,6060.00%2q-11.4%-$51.2K
Russell Investments Group, Ltd.$396.6K18,5760.00%31q+107.5%+$205.4K
Unison Advisors LLC$384.3K18,0000.03%8qHELD
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$384.2K17,9960.00%31q+1.1%+$4.1K
Numerai GP LLC$382.1K17,8960.03%3q-37.7%-$231.2K
KLP KAPITALFORVALTNING AS$375.8K17,6000.00%7qHELD
Connor, Clark & Lunn Investment Management Ltd.$366.8K17,1820.00%6q-42.8%-$275.0K
ALLIANCEBERNSTEIN L.P.$357.6K20,4700.00%31q+22.1%+$64.6K
CITIGROUP INC$356.5K16,6980.00%31q+1003.6%+$324.2K
Park Capital Management, LLC / WI$345.1K16,1660.20%newNEW
Magnetar Financial LLC$342.0K16,0170.00%2q+45.4%+$106.8K
Engineers Gate Manager LP$337.7K15,8160.00%2q-7.9%-$29.1K
SEGALL BRYANT & HAMILL, LLC$318.4K14,9140.00%newNEW
RHUMBLINE ADVISERS$309.8K14,5100.00%31q-6.4%-$21.0K
Vanguard Personalized Indexing Management, LLC$309.7K14,5070.00%newNEW
FIRST TRUST ADVISORS LP$309.0K14,4730.00%3q-2.1%-$6.6K
EXCHANGE TRADED CONCEPTS, LLC$301.0K14,0980.00%22q+3.3%+$9.7K
IEQ CAPITAL, LLC$300.2K14,0630.00%newNEW
Y-Intercept (Hong Kong) Ltd$298.4K13,9750.01%newNEW
Focus Partners Wealth$292.8K13,7140.00%newNEW
BNP PARIBAS FINANCIAL MARKETS$263.2K12,3260.00%31q+156.7%+$160.7K
Cerity Partners LLC$260.2K12,1870.00%newNEW
GSA CAPITAL PARTNERS LLP$250.0K11,7020.02%2q-27.1%-$92.8K
MERCER GLOBAL ADVISORS INC /ADV$243.9K11,4230.00%newNEW
State of Wyoming$242.2K11,3460.02%2q+248.9%+$172.8K
ANCHYRA PARTNERS LLC$230.2K10,7840.06%newNEW
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$230.0K10,7720.00%5q-76.8%-$761.9K
OCCUDO QUANTITATIVE STRATEGIES LP$226.7K10,6160.01%2q+0.9%+$2.0K
WELLS FARGO & COMPANY/MN$221.7K10,3830.00%31q+103.8%+$112.9K
Mariner, LLC$219.9K10,3020.00%newNEW
LSV ASSET MANAGEMENT$162.0K7,6000.00%4qHELD
State of Alaska, Department of Revenue$142.0K6,6660.00%29qHELD
FMR LLC$124.4K5,8280.00%31q+279.4%+$91.6K
MetLife Investment Management, LLC$124.2K5,8190.00%32qHELD
JPMORGAN CHASE & CO$116.5K5,5460.00%31q+24.8%+$23.1K
ROYAL BANK OF CANADA$116.0K5,4200.00%31q+121.0%+$63.5K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$109.9K5,1490.00%9q+0.6%
SIGNATUREFD, LLC$101.4K4,7490.00%22q+984.2%+$92.0K
SIMPLEX TRADING, LLC$85.9K
incl. $74.7K options CALL+PUT
5240.00%7q-23.7%-$26.7K
NEW YORK STATE COMMON RETIREMENT FUND$81.0K3,7960.00%31qHELD
Police & Firemen's Retirement System of New Jersey$73.9K3,4630.00%7qHELD
Parallel Advisors, LLC$70.8K3,3170.00%26q+326.9%+$54.2K
Farther Finance Advisors, LLC$41.9K1,9640.00%15q+519.6%+$35.1K
Arax Advisory Partners$40.6K1,9010.00%6q+1966.3%+$38.6K
NATIONAL BANK OF CANADA /FI/$40.5K1,8960.00%19q-4.0%-$1.7K
OSAIC HOLDINGS, INC.$34.4K1,6110.00%26qHELD
LOM Asset Management Ltd$34.2K1,6000.01%newNEW
Versant Capital Management, Inc$33.9K1,5880.00%31q+1472.3%+$31.7K
EverSource Wealth Advisors, LLC$32.3K1,5150.00%7q+374.9%+$25.5K
Tower Research Capital LLC (TRC)$24.3K1,1400.00%26q-2.6%
Ameritas Investment Partners, Inc.$23.9K1,1210.00%31qHELD

Showing the largest 100 of 137 reported holders.

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-052026-10-05Material agreement enteredfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-28Jones Paul A.CHIEF PEOPLE OFFICERSold6,813$129.1K
2026-06-08Jones Paul A.CHIEF PEOPLE OFFICERSold5,561$102.9K
2026-05-27IIEKKING G DOUGCHIEF FINANCIAL OFFICERSold5,360$100.5K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202622$1.6M109,4728660.0%
Q2 2026137$261.8M12,233,9182261320.3%
Q1 2026140$179.8M10,276,7842737520.1%
Q4 2025119$206.5M10,496,9451140530.2%
Q3 2025166$372.7M12,803,4342450630.3%
Q2 2025166$336.8M11,023,1953167450.1%
Q1 2025162$290.5M10,752,2723158450.2%
Q4 2024152$387.1M10,782,3882447460.0%
Q3 2024146$404.6M10,664,7721351510.1%
Q2 2024154$466.2M10,298,5591950570.1%
Q1 2024161$521.8M10,734,3671753580.2%
Q4 2023168$578.6M10,792,6132046670.0%
Q3 2023160$602.5M10,272,136847680.1%
Q2 2023169$647.5M10,260,7101443720.1%
Q1 2023177$661.3M10,488,7232464530.2%
Q4 2022165$557.4M10,469,1961863560.1%
Q3 2022160$600.1M10,704,9151554700.0%
Q2 2022174$861.7M11,910,9522157600.0%
Q1 2022167$1.1B13,294,4351267500.0%
Q4 2021186$1.6B16,137,4282234800.1%
Q3 2021177$1.5B16,086,2361753660.2%
Q2 2021186$1.5B14,581,8691659690.1%
Q1 2021194$1.5B14,865,8693156650.2%
Q4 2020187$1.2B14,865,3891160650.2%
Q3 2020192$1.2B16,790,5502555750.1%
Q2 2020190$1.3B18,130,2883851720.2%
Q1 2020169$1.8B30,357,7293050490.8%
Q4 2019172$2.0B25,175,2183034700.9%
Q3 2019167$1.8B26,068,9333042700.1%
Q2 2019174$2.2B27,893,5703148661.5%
Q1 2019188$2.5B29,703,4293870500.1%
Q4 2018189$20.2B171,409,3454180.0%