USANA HEALTH SCIENCES INC (USNA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Nantahala Capital Management, LLC | $34.6M | 1,620,148 | 0.57% | 3q | +100.0%+$17.3M |
| BlackRock, Inc. | $33.2M | 1,554,189 | 0.00% | 8q | +30.6%+$7.8M |
| PZENA INVESTMENT MANAGEMENT LLC | $25.7M | 1,205,587 | 0.08% | 20q | +8.7%+$2.1M |
| RENAISSANCE TECHNOLOGIES LLC | $20.5M | 958,520 | 0.03% | 31q | -5.8%-$1.3M |
| DIMENSIONAL FUND ADVISORS LP | $17.9M | 837,426 | 0.00% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $10.4M | 487,370 | 0.00% | 2q | +1.7%+$177.8K |
| Creative Planning | $8.9M | 417,971 | 0.01% | 8q | +116.4%+$4.8M |
| AQR CAPITAL MANAGEMENT LLC | $8.7M | 408,086 | 0.00% | 31q | +37.7%+$2.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7.8M | 363,377 | 0.00% | 2q | +7.4%+$535.9K |
| GEODE CAPITAL MANAGEMENT, LLC | $6.0M | 283,165 | 0.00% | 31q | +7.1%+$400.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.8M | 272,208 | 0.00% | 31q | -18.3%-$1.3M |
| STATE STREET CORP | $5.6M | 261,240 | 0.00% | 31q | +5.3%+$281.9K |
| Nuveen, LLC | $5.1M | 239,477 | 0.00% | 6q | +965.3%+$4.6M |
| AMERICAN CENTURY COMPANIES INC | $4.0M | 187,348 | 0.00% | 26q | -1.9%-$76.9K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $3.9M | 180,567 | 0.01% | 27q | -6.4%-$264.9K |
| TWO SIGMA INVESTMENTS, LP | $3.5M | 165,514 | 0.00% | 5q | +14.4%+$445.9K |
| MORGAN STANLEY | $3.5M | 164,363 | 0.00% | 35q | +5.7%+$189.6K |
| D. E. Shaw & Co., Inc. | $3.3M | 156,835 | 0.00% | 31q | -14.1%-$547.6K |
| ACADIAN ASSET MANAGEMENT LLC | $3.1M | 147,656 | 0.00% | 2q | +46.0%+$991.4K |
| Allianz Asset Management GmbH | $3.0M | 142,399 | 0.00% | 5q | +21.2%+$531.6K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.9M | 138,153 | 0.05% | 6q | +39.4%+$833.9K |
| ALGERT GLOBAL LLC | $2.8M | 131,758 | 0.03% | 5q | +91.8%+$1.3M |
| GOLDMAN SACHS GROUP INC | $2.6M | 123,267 | 0.00% | 31q | +35.2%+$685.7K |
| UBS Group AG | $2.5M | 115,886 | 0.00% | 31q | +388.7%+$2.0M |
| LAZARD ASSET MANAGEMENT LLC | $2.1M | 97,311 | 0.00% | 2q | +34.4%+$532.0K |
| NORTHERN TRUST CORP | $2.0M | 94,467 | 0.00% | 31q | -4.0%-$83.3K |
| Assenagon Asset Management S.A. | $1.6M | 76,426 | 0.00% | 24q | -21.2%-$439.7K |
| AMERIPRISE FINANCIAL INC | $1.6M | 72,735 | 0.00% | 31q | -0.9%-$13.8K |
| VANGUARD FIDUCIARY TRUST CO | $1.5M | 72,578 | 0.00% | 2q | +7.0%+$100.9K |
| Vanguard Global Advisers, LLC | $1.5M | 70,940 | 0.00% | 2q | +16.0%+$208.8K |
| Empowered Funds, LLC | $1.5M | 70,253 | 0.01% | 6q | +6.0%+$84.5K |
| CITADEL ADVISORS LLC | $1.2M incl. $629.8K options CALL+PUT | 26,961 | 0.00% | 18q | -34.5%-$634.3K |
| Bank of New York Mellon Corp | $1.1M | 51,734 | 0.00% | 31q | -1.5%-$17.1K |
| Quantinno Capital Management LP | $1.1M | 50,223 | 0.00% | 4q | +301.2%+$805.0K |
| BANK OF AMERICA CORP /DE/ | $967.5K | 45,318 | 0.00% | 31q | +5.4%+$49.4K |
| ROYCE & ASSOCIATES LP | $884.0K | 41,407 | 0.01% | 17q | -8.8%-$85.5K |
| DEUTSCHE BANK AG\ | $822.0K | 38,500 | 0.00% | 34q | +39.6%+$233.1K |
| BARCLAYS PLC | $777.1K | 36,400 | 0.00% | 31q | +3.3%+$24.7K |
| STRS OHIO | $723.8K | 33,900 | 0.00% | 5q | +9.4%+$61.9K |
| Inspire Investing, LLC | $687.1K | 32,181 | 0.03% | 4q | +9.6%+$60.2K |
| HSBC HOLDINGS PLC | $672.8K | 31,960 | 0.00% | 7q | +42.1%+$199.3K |
| Invesco Ltd. | $670.8K | 31,418 | 0.00% | 31q | -22.0%-$189.7K |
| SEI INVESTMENTS CO | $641.5K | 30,047 | 0.00% | 3q | -49.7%-$633.7K |
| XTX Topco Ltd | $625.3K | 29,289 | 0.01% | 2q | +163.1%+$387.6K |
| MILLENNIUM MANAGEMENT LLC | $570.7K | 26,732 | 0.00% | 7q | -71.2%-$1.4M |
| Verdad Advisers, LP | $556.6K | 26,068 | 0.53% | 2q | +52.7%+$192.0K |
| Sanctuary Advisors, LLC | $497.1K | 23,284 | 0.00% | new | NEW |
| Man Group plc | $489.9K | 22,944 | 0.00% | 2q | +13.7%+$59.2K |
| State of Tennessee, Department of Treasury | $461.2K | 21,600 | 0.00% | 31q | -7.4%-$36.7K |
| Point72 Asset Management, L.P. | $397.2K | 18,606 | 0.00% | 2q | -11.4%-$51.2K |
| Russell Investments Group, Ltd. | $396.6K | 18,576 | 0.00% | 31q | +107.5%+$205.4K |
| Unison Advisors LLC | $384.3K | 18,000 | 0.03% | 8q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $384.2K | 17,996 | 0.00% | 31q | +1.1%+$4.1K |
| Numerai GP LLC | $382.1K | 17,896 | 0.03% | 3q | -37.7%-$231.2K |
| KLP KAPITALFORVALTNING AS | $375.8K | 17,600 | 0.00% | 7q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $366.8K | 17,182 | 0.00% | 6q | -42.8%-$275.0K |
| ALLIANCEBERNSTEIN L.P. | $357.6K | 20,470 | 0.00% | 31q | +22.1%+$64.6K |
| CITIGROUP INC | $356.5K | 16,698 | 0.00% | 31q | +1003.6%+$324.2K |
| Park Capital Management, LLC / WI | $345.1K | 16,166 | 0.20% | new | NEW |
| Magnetar Financial LLC | $342.0K | 16,017 | 0.00% | 2q | +45.4%+$106.8K |
| Engineers Gate Manager LP | $337.7K | 15,816 | 0.00% | 2q | -7.9%-$29.1K |
| SEGALL BRYANT & HAMILL, LLC | $318.4K | 14,914 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $309.8K | 14,510 | 0.00% | 31q | -6.4%-$21.0K |
| Vanguard Personalized Indexing Management, LLC | $309.7K | 14,507 | 0.00% | new | NEW |
| FIRST TRUST ADVISORS LP | $309.0K | 14,473 | 0.00% | 3q | -2.1%-$6.6K |
| EXCHANGE TRADED CONCEPTS, LLC | $301.0K | 14,098 | 0.00% | 22q | +3.3%+$9.7K |
| IEQ CAPITAL, LLC | $300.2K | 14,063 | 0.00% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $298.4K | 13,975 | 0.01% | new | NEW |
| Focus Partners Wealth | $292.8K | 13,714 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $263.2K | 12,326 | 0.00% | 31q | +156.7%+$160.7K |
| Cerity Partners LLC | $260.2K | 12,187 | 0.00% | new | NEW |
| GSA CAPITAL PARTNERS LLP | $250.0K | 11,702 | 0.02% | 2q | -27.1%-$92.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $243.9K | 11,423 | 0.00% | new | NEW |
| State of Wyoming | $242.2K | 11,346 | 0.02% | 2q | +248.9%+$172.8K |
| ANCHYRA PARTNERS LLC | $230.2K | 10,784 | 0.06% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $230.0K | 10,772 | 0.00% | 5q | -76.8%-$761.9K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $226.7K | 10,616 | 0.01% | 2q | +0.9%+$2.0K |
| WELLS FARGO & COMPANY/MN | $221.7K | 10,383 | 0.00% | 31q | +103.8%+$112.9K |
| Mariner, LLC | $219.9K | 10,302 | 0.00% | new | NEW |
| LSV ASSET MANAGEMENT | $162.0K | 7,600 | 0.00% | 4q | HELD |
| State of Alaska, Department of Revenue | $142.0K | 6,666 | 0.00% | 29q | HELD |
| FMR LLC | $124.4K | 5,828 | 0.00% | 31q | +279.4%+$91.6K |
| MetLife Investment Management, LLC | $124.2K | 5,819 | 0.00% | 32q | HELD |
| JPMORGAN CHASE & CO | $116.5K | 5,546 | 0.00% | 31q | +24.8%+$23.1K |
| ROYAL BANK OF CANADA | $116.0K | 5,420 | 0.00% | 31q | +121.0%+$63.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $109.9K | 5,149 | 0.00% | 9q | +0.6% |
| SIGNATUREFD, LLC | $101.4K | 4,749 | 0.00% | 22q | +984.2%+$92.0K |
| SIMPLEX TRADING, LLC | $85.9K incl. $74.7K options CALL+PUT | 524 | 0.00% | 7q | -23.7%-$26.7K |
| NEW YORK STATE COMMON RETIREMENT FUND | $81.0K | 3,796 | 0.00% | 31q | HELD |
| Police & Firemen's Retirement System of New Jersey | $73.9K | 3,463 | 0.00% | 7q | HELD |
| Parallel Advisors, LLC | $70.8K | 3,317 | 0.00% | 26q | +326.9%+$54.2K |
| Farther Finance Advisors, LLC | $41.9K | 1,964 | 0.00% | 15q | +519.6%+$35.1K |
| Arax Advisory Partners | $40.6K | 1,901 | 0.00% | 6q | +1966.3%+$38.6K |
| NATIONAL BANK OF CANADA /FI/ | $40.5K | 1,896 | 0.00% | 19q | -4.0%-$1.7K |
| OSAIC HOLDINGS, INC. | $34.4K | 1,611 | 0.00% | 26q | HELD |
| LOM Asset Management Ltd | $34.2K | 1,600 | 0.01% | new | NEW |
| Versant Capital Management, Inc | $33.9K | 1,588 | 0.00% | 31q | +1472.3%+$31.7K |
| EverSource Wealth Advisors, LLC | $32.3K | 1,515 | 0.00% | 7q | +374.9%+$25.5K |
| Tower Research Capital LLC (TRC) | $24.3K | 1,140 | 0.00% | 26q | -2.6% |
| Ameritas Investment Partners, Inc. | $23.9K | 1,121 | 0.00% | 31q | HELD |
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.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-05 | 2026-10-05 | Material agreement entered | filing |
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
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-28 | Jones Paul A. | CHIEF PEOPLE OFFICER | Sold | 6,813 | $129.1K |
| 2026-06-08 | Jones Paul A. | CHIEF PEOPLE OFFICER | Sold | 5,561 | $102.9K |
| 2026-05-27 | IIEKKING G DOUG | CHIEF FINANCIAL OFFICER | Sold | 5,360 | $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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 22 | $1.6M | 109,472 | 8 | 6 | 6 | 0.0% |
| Q2 2026 | 137 | $261.8M | 12,233,918 | 22 | 61 | 32 | 0.3% |
| Q1 2026 | 140 | $179.8M | 10,276,784 | 27 | 37 | 52 | 0.1% |
| Q4 2025 | 119 | $206.5M | 10,496,945 | 11 | 40 | 53 | 0.2% |
| Q3 2025 | 166 | $372.7M | 12,803,434 | 24 | 50 | 63 | 0.3% |
| Q2 2025 | 166 | $336.8M | 11,023,195 | 31 | 67 | 45 | 0.1% |
| Q1 2025 | 162 | $290.5M | 10,752,272 | 31 | 58 | 45 | 0.2% |
| Q4 2024 | 152 | $387.1M | 10,782,388 | 24 | 47 | 46 | 0.0% |
| Q3 2024 | 146 | $404.6M | 10,664,772 | 13 | 51 | 51 | 0.1% |
| Q2 2024 | 154 | $466.2M | 10,298,559 | 19 | 50 | 57 | 0.1% |
| Q1 2024 | 161 | $521.8M | 10,734,367 | 17 | 53 | 58 | 0.2% |
| Q4 2023 | 168 | $578.6M | 10,792,613 | 20 | 46 | 67 | 0.0% |
| Q3 2023 | 160 | $602.5M | 10,272,136 | 8 | 47 | 68 | 0.1% |
| Q2 2023 | 169 | $647.5M | 10,260,710 | 14 | 43 | 72 | 0.1% |
| Q1 2023 | 177 | $661.3M | 10,488,723 | 24 | 64 | 53 | 0.2% |
| Q4 2022 | 165 | $557.4M | 10,469,196 | 18 | 63 | 56 | 0.1% |
| Q3 2022 | 160 | $600.1M | 10,704,915 | 15 | 54 | 70 | 0.0% |
| Q2 2022 | 174 | $861.7M | 11,910,952 | 21 | 57 | 60 | 0.0% |
| Q1 2022 | 167 | $1.1B | 13,294,435 | 12 | 67 | 50 | 0.0% |
| Q4 2021 | 186 | $1.6B | 16,137,428 | 22 | 34 | 80 | 0.1% |
| Q3 2021 | 177 | $1.5B | 16,086,236 | 17 | 53 | 66 | 0.2% |
| Q2 2021 | 186 | $1.5B | 14,581,869 | 16 | 59 | 69 | 0.1% |
| Q1 2021 | 194 | $1.5B | 14,865,869 | 31 | 56 | 65 | 0.2% |
| Q4 2020 | 187 | $1.2B | 14,865,389 | 11 | 60 | 65 | 0.2% |
| Q3 2020 | 192 | $1.2B | 16,790,550 | 25 | 55 | 75 | 0.1% |
| Q2 2020 | 190 | $1.3B | 18,130,288 | 38 | 51 | 72 | 0.2% |
| Q1 2020 | 169 | $1.8B | 30,357,729 | 30 | 50 | 49 | 0.8% |
| Q4 2019 | 172 | $2.0B | 25,175,218 | 30 | 34 | 70 | 0.9% |
| Q3 2019 | 167 | $1.8B | 26,068,933 | 30 | 42 | 70 | 0.1% |
| Q2 2019 | 174 | $2.2B | 27,893,570 | 31 | 48 | 66 | 1.5% |
| Q1 2019 | 188 | $2.5B | 29,703,429 | 38 | 70 | 50 | 0.1% |
| Q4 2018 | 189 | $20.2B | 171,409,345 | 4 | 1 | 8 | 0.0% |
