DaveManuel.com · Institutional Ownership · Who Owns It
U S PHYSICAL THERAPY (USPH)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
220
Reporting holders
$1.1B
Reported value
108.5%
Of shares outstanding
0.0%
Calls
0.1%
Puts
-10
Holder change
Institutions report 16,196,544 shares against 14,922,698 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. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $155.5M | 2,264,202 | 0.00% | 8q | +2.5%+$3.8M |
| Bahl & Gaynor LLC | $59.2M | 861,574 | 0.27% | 31q | +1.9%+$1.1M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $58.1M | 846,674 | 0.18% | 31q | -20.6%-$15.1M |
| Copeland Capital Management, LLC | $57.8M | 841,544 | 1.19% | 22q | +0.6%+$323.7K |
| STATE STREET CORP | $48.6M | 707,186 | 0.00% | 31q | +9.1%+$4.0M |
| MORGAN STANLEY | $48.0M | 698,690 | 0.00% | 35q | -30.3%-$20.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $46.3M | 674,195 | 0.00% | 2q | +1.5%+$695.9K |
| NEUBERGER BERMAN GROUP LLC | $41.1M | 598,894 | 0.03% | 31q | +6375.2%+$40.5M |
| AMERICAN CENTURY COMPANIES INC | $38.4M | 558,818 | 0.02% | 4q | +66.1%+$15.3M |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | $36.2M | 527,765 | 4.88% | 16q | +20.0%+$6.0M |
| DIMENSIONAL FUND ADVISORS LP | $35.3M | 513,913 | 0.01% | 31q | +1.3%+$447.7K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $30.0M | 436,996 | 0.09% | 4q | +15.6%+$4.1M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $29.9M | 433,745 | 0.02% | 16q | +69.1%+$12.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $26.5M | 385,726 | 0.00% | 31q | +5.4%+$1.4M |
| Boston Trust Walden Corp | $26.2M | 381,125 | 0.20% | 31q | -4.7%-$1.3M |
| GW&K Investment Management, LLC | $24.7M | 359,176 | 0.19% | 23q | -2.6%-$652.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $22.6M | 329,161 | 0.00% | 2q | +5.4%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $19.4M | 282,192 | 0.00% | 31q | -49.1%-$18.7M |
| NORTHERN TRUST CORP | $15.9M | 230,937 | 0.00% | 31q | +9.5%+$1.4M |
| ENVESTNET ASSET MANAGEMENT INC | $14.0M | 204,339 | 0.00% | 31q | -25.2%-$4.7M |
| CRAWFORD INVESTMENT COUNSEL INC | $12.3M | 179,078 | 0.20% | 31q | +17.9%+$1.9M |
| FMR LLC | $9.8M | 143,226 | 0.00% | 31q | -3.2%-$330.2K |
| KENNEDY CAPITAL MANAGEMENT LLC | $9.7M | 141,098 | 0.17% | 8q | +107.7%+$5.0M |
| ROYAL BANK OF CANADA | $9.6M | 140,054 | 0.00% | 31q | +4.7%+$431.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.4M | 137,129 | 0.00% | 31q | -6.7%-$675.7K |
| Bank of New York Mellon Corp | $9.1M | 132,312 | 0.00% | 31q | HELD |
| Rockefeller Capital Management L.P. | $8.9M | 129,874 | 0.01% | 12q | -3.2%-$293.0K |
| WELLS FARGO & COMPANY/MN | $8.1M | 117,548 | 0.00% | 31q | -6.8%-$592.0K |
| TWO SIGMA INVESTMENTS, LP | $7.6M | 110,585 | 0.01% | 13q | +7.8%+$550.7K |
| AMERIPRISE FINANCIAL INC | $7.3M | 106,235 | 0.00% | 31q | +5.1%+$356.7K |
| VANGUARD FIDUCIARY TRUST CO | $7.3M | 105,858 | 0.00% | 2q | +1.9%+$136.5K |
| CenterBook Partners LP | $6.7M | 96,895 | 0.33% | 6q | +109.1%+$3.5M |
| PRINCIPAL FINANCIAL GROUP INC | $6.5M | 94,723 | 0.00% | 31q | +1.7%+$108.4K |
| JPMORGAN CHASE & CO | $6.5M | 93,730 | 0.00% | 31q | -3.4%-$226.3K |
| CITADEL ADVISORS LLC | $6.3M incl. $638.7K options PUT | 82,053 | 0.00% | 31q | +704.4%+$5.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $6.1M | 88,496 | 0.00% | 4q | -23.0%-$1.8M |
| SEI INVESTMENTS CO | $5.9M | 86,178 | 0.01% | 31q | -27.2%-$2.2M |
| UBS Group AG | $5.5M | 80,569 | 0.00% | 31q | -4.9%-$285.0K |
| Alpine Peaks Capital, LP | $5.3M | 76,487 | 6.15% | 19q | -19.5%-$1.3M |
| GOLDMAN SACHS GROUP INC | $5.1M | 74,441 | 0.00% | 31q | -28.2%-$2.0M |
| VICTORY CAPITAL MANAGEMENT INC | $4.9M | 72,005 | 0.00% | 31q | +4.6%+$215.3K |
| RENAISSANCE TECHNOLOGIES LLC | $4.9M | 70,997 | 0.01% | 31q | -7.7%-$409.3K |
| RBF Capital, LLC | $4.8M | 69,999 | 0.20% | 31q | HELD |
| MARSHALL WACE, LLP | $4.7M | 68,453 | 0.00% | 13q | +167.8%+$2.9M |
| Bridge City Capital, LLC | $4.7M | 67,890 | 1.06% | 31q | +27.7%+$1.0M |
| Invesco Ltd. | $4.6M | 67,465 | 0.00% | 31q | +4.4%+$196.1K |
| Public Sector Pension Investment Board | $3.6M | 52,184 | 0.01% | 31q | -4.1%-$152.7K |
| RAYMOND JAMES FINANCIAL INC | $3.3M | 48,001 | 0.00% | 7q | +5.6%+$176.3K |
| Russell Investments Group, Ltd. | $3.1M | 45,022 | 0.00% | 31q | -4.8%-$154.5K |
| Sovereign's Capital Management, LLC | $3.1M | 44,514 | 2.04% | 5q | -1.2%-$38.5K |
| BARD ASSOCIATES INC | $2.9M | 42,368 | 0.65% | 31q | -1.4%-$40.0K |
| STIFEL FINANCIAL CORP | $2.9M | 41,718 | 0.00% | 31q | -26.3%-$1.0M |
| Nuveen, LLC | $2.6M | 37,814 | 0.00% | 6q | +24.9%+$518.3K |
| Balyasny Asset Management L.P. | $2.6M | 37,362 | 0.00% | 4q | +92.8%+$1.2M |
| RHUMBLINE ADVISERS | $2.6M | 37,225 | 0.00% | 31q | -12.5%-$365.6K |
| MILLENNIUM MANAGEMENT LLC | $2.5M | 36,424 | 0.00% | 4q | +1227.9%+$2.3M |
| JOHNSON INVESTMENT COUNSEL INC | $2.4M | 34,471 | 0.02% | 20q | HELD |
| Legal & General Group Plc | $2.3M | 34,050 | 0.00% | 31q | HELD |
| Point72 Asset Management, L.P. | $2.3M | 33,223 | 0.00% | 7q | -86.2%-$14.3M |
| Swiss National Bank | $2.1M | 30,300 | 0.00% | 31q | +1.0%+$20.6K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $2.1M | 30,259 | 0.02% | 31q | +25.5%+$422.5K |
| PENN DAVIS MCFARLAND INC | $2.0M | 29,713 | 0.18% | 8q | HELD |
| XTX Topco Ltd | $2.0M | 28,403 | 0.03% | 4q | +59.2%+$725.5K |
| BROWN BROTHERS HARRIMAN & CO | $1.9M | 28,245 | 0.01% | 31q | HELD |
| Callan Family Office, LLC | $1.9M | 27,106 | 0.04% | 3q | +5.9%+$103.0K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.7M | 24,928 | 0.00% | 31q | +57.2%+$623.4K |
| CAPTRUST FINANCIAL ADVISORS | $1.6M | 23,974 | 0.00% | 14q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.6M | 23,514 | 0.00% | 31q | +21.1%+$281.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.5M | 22,283 | 0.00% | 31q | -12.0%-$209.4K |
| TUDOR INVESTMENT CORP ET AL | $1.5M | 21,877 | 0.00% | 2q | +422.9%+$1.2M |
| AQR CAPITAL MANAGEMENT LLC | $1.4M | 19,835 | 0.00% | 5q | +10.3%+$127.3K |
| RICE HALL JAMES & ASSOCIATES, LLC | $1.3M | 18,628 | 0.06% | 25q | +4.0%+$49.7K |
| CHATHAM CAPITAL GROUP, INC. | $1.2M | 18,163 | 0.16% | 25q | -1.1%-$14.5K |
| ALLIANCEBERNSTEIN L.P. | $1.2M | 16,595 | 0.00% | 31q | HELD |
| DEUTSCHE BANK AG\ | $1.1M | 16,291 | 0.00% | 34q | +22.4%+$204.4K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.1M | 16,103 | 0.00% | 31q | -18.2%-$246.1K |
| True North Advisors, LLC | $1.1M | 16,071 | 0.11% | 17q | +11.7%+$115.6K |
| PRUDENTIAL FINANCIAL INC | $1.1M | 15,969 | 0.00% | 34q | +1.7%+$18.5K |
| Daiwa Securities Group Inc. | $1.1M | 15,671 | 0.00% | 27q | -13.6%-$170.0K |
| South Dakota Investment Council | $990.0K | 14,413 | 0.02% | 18q | -2.0%-$20.6K |
| LANARK FINANCIAL, INC. | $886.0K | 12,901 | 0.06% | 12q | +58.8%+$328.0K |
| Qube Research & Technologies Ltd | $861.9K | 12,549 | 0.00% | 2q | -49.1%-$831.6K |
| CANADA LIFE ASSURANCE Co | $811.0K | 11,785 | 0.00% | 27q | -6.3%-$54.7K |
| CITIGROUP INC | $805.4K | 11,727 | 0.00% | 31q | +215.1%+$549.8K |
| Martin Capital Advisors, LLP | $796.7K | 11,599 | 0.42% | 19q | -8.4%-$72.8K |
| HARBOR CAPITAL ADVISORS, INC. | $750.0K | 10,918 | 0.05% | 10q | +23.0%+$140.1K |
| FIRST TRUST ADVISORS LP | $722.9K | 10,525 | 0.00% | 15q | -83.9%-$3.8M |
| TRUIST FINANCIAL CORP | $718.2K | 10,457 | 0.00% | 17q | -43.0%-$541.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $709.1K | 10,324 | 0.00% | 2q | HELD |
| US BANCORP \DE\ | $693.7K | 10,100 | 0.00% | 31q | HELD |
| Thrivent Financial for Lutherans | $686.0K | 9,994 | 0.00% | 31q | -1.5%-$10.6K |
| Freestone Grove Partners LP | $684.7K | 9,969 | 0.00% | new | NEW |
| Legato Capital Management LLC | $659.9K | 9,608 | 0.05% | 15q | +29.2%+$149.2K |
| Penn Capital Management Company, LLC | $647.7K | 9,431 | 0.04% | new | NEW |
| LPL Financial LLC | $635.7K | 9,256 | 0.00% | 17q | -38.8%-$403.2K |
| FIFTH THIRD BANCORP | $634.8K | 9,243 | 0.00% | 31q | -10.2%-$72.5K |
| MetLife Investment Management, LLC | $607.3K | 8,842 | 0.00% | 32q | +6.0%+$34.1K |
| Simplicity Wealth,LLC | $575.5K | 8,380 | 0.02% | 4q | +101.5%+$290.0K |
| Illinois Municipal Retirement Fund | $567.2K | 8,258 | 0.01% | 12q | +3.0%+$16.6K |
| DARK FOREST CAPITAL MANAGEMENT LP | $540.2K | 7,866 | 0.03% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Capital Management | 4.8% |
| 2026-10-13 | 13G | Copeland Capital Management, LLC | 6.3% |
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 |
|---|---|---|---|
| 2026-09-28 | 2026-09-22 | Material agreement entered | filing |
| 2026-09-21 | 2026-09-15 | Directors or officers departed or appointed | filing |
| 2026-08-14 | 2026-08-12 | Directors or officers departed or appointed Material agreement entered | filing |
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 | 59 | $106.1M | 1,237,207 | 9 | 19 | 15 | 0.0% |
| Q2 2026 | 220 | $1.1B | 16,196,544 | 26 | 67 | 86 | 0.1% |
| Q1 2026 | 230 | $1.2B | 16,053,992 | 20 | 80 | 74 | 0.2% |
| Q4 2025 | 232 | $1.3B | 16,082,475 | 16 | 72 | 96 | 1.3% |
| Q3 2025 | 249 | $1.4B | 16,135,775 | 38 | 80 | 84 | 0.8% |
| Q2 2025 | 240 | $1.2B | 15,697,637 | 24 | 99 | 73 | 0.0% |
| Q1 2025 | 253 | $1.1B | 15,302,021 | 25 | 81 | 108 | 0.0% |
| Q4 2024 | 256 | $1.4B | 15,578,468 | 19 | 99 | 76 | 0.4% |
| Q3 2024 | 257 | $1.3B | 15,504,993 | 31 | 91 | 80 | 0.0% |
| Q2 2024 | 243 | $1.4B | 15,234,334 | 31 | 85 | 74 | 0.0% |
| Q1 2024 | 236 | $2.0B | 17,992,983 | 38 | 73 | 76 | 0.0% |
| Q4 2023 | 212 | $1.6B | 16,664,965 | 13 | 74 | 69 | 0.0% |
| Q3 2023 | 218 | $1.4B | 15,398,086 | 28 | 72 | 77 | 0.1% |
| Q2 2023 | 212 | $1.9B | 15,302,529 | 23 | 102 | 46 | 0.1% |
| Q1 2023 | 201 | $1.4B | 13,885,810 | 24 | 70 | 61 | 0.1% |
| Q4 2022 | 198 | $1.1B | 13,440,259 | 24 | 68 | 61 | 0.1% |
| Q3 2022 | 188 | $1.1B | 13,977,655 | 28 | 57 | 65 | 1.0% |
| Q2 2022 | 198 | $1.6B | 14,425,427 | 20 | 58 | 66 | 0.1% |
| Q1 2022 | 205 | $1.9B | 19,189,313 | 26 | 75 | 65 | 0.1% |
| Q4 2021 | 209 | $2.1B | 22,385,899 | 28 | 71 | 63 | 0.4% |
| Q3 2021 | 205 | $2.5B | 22,128,969 | 19 | 74 | 61 | 0.1% |
| Q2 2021 | 215 | $2.5B | 21,926,021 | 32 | 79 | 60 | 0.2% |
| Q1 2021 | 205 | $2.2B | 21,250,505 | 30 | 62 | 67 | 0.5% |
| Q4 2020 | 198 | $2.6B | 21,313,771 | 31 | 52 | 66 | 0.9% |
| Q3 2020 | 178 | $1.9B | 22,145,387 | 18 | 44 | 75 | 0.5% |
| Q2 2020 | 181 | $1.9B | 22,754,735 | 24 | 62 | 57 | 0.7% |
| Q1 2020 | 192 | $2.0B | 28,266,545 | 19 | 72 | 65 | 0.4% |
| Q4 2019 | 209 | $2.0B | 17,218,586 | 27 | 74 | 66 | 0.3% |
| Q3 2019 | 214 | $2.3B | 17,555,868 | 26 | 60 | 76 | 0.3% |
| Q2 2019 | 207 | $2.7B | 21,843,945 | 25 | 72 | 59 | 0.2% |
| Q1 2019 | 214 | $2.4B | 22,868,917 | 34 | 71 | 61 | 0.1% |
| Q4 2018 | 193 | $2.4B | 23,196,376 | 5 | 3 | 3 | 0.2% |