Usio USIO Institutional Ownership

NASDAQ USIO

$2.50 -0.07 (-2.72%)

As of: Sep 10, 2026 · 12:02 PM EDT

Institutions by Trading Activity

33 Institutions

Increased 15 45.5%

Unchanged 9 27.3%

Reduced 9 27.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

22.39%

▲+0.48 pp QoQ

Shares Held by Institutions

6.23Mn

of 27.82Mn outstanding

▲+3.21% QoQ

Shares Outstanding

27.82Mn

21.59Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+5 vs prior quarter

Net Shares Added (QoQ)

+193.42K

accumulated since last quarter

Value of Holdings

$17.13Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Usio, Inc. (NASDAQ:USIO) is held by 33 institutional investors per 13F filings through June 2026.

These investors held 22.4% of outstanding shares in June 2026, up from 21.9% in March 2026.
Their total shares held in USIO increased 3.21% from the prior quarter, while the number of investors in Usio increased 17.86% year over year.
During the quarter, 15 of these 33 funds increased positions in USIO, 9 reduced exposure, and 9 held steady.
Institutional investors collectively held 6.23Mn shares in Usio as of June 2026, up by 193.42K shares quarter on quarter, and up 26.19K shares year over year.
As of June 30, 2026, the biggest holder of Usio is WHITTIER TRUST CO at 2.71Mn shares, representing 9.76% of shares outstanding.
Leading buyers of Usio shares for the quarter ending June 2026 were Stonebridge Wealth Management, LLC (177.08K), GEODE CAPITAL MANAGEMENT, LLC (65.39K), RENAISSANCE TECHNOLOGIES LLC (36.5K), HRT FINANCIAL LP (21.6K), FNY Investment Advisers, LLC (20.0K).
The largest sales of USIO for the quarter ending June 2026 came from CITADEL ADVISORS LLC (109.05K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (39.18K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (30.0K), Goldman Sachs Group Inc (19.24K), Tower Research Capital LLC (TRC) (6.02K).
Per Business Quant, the top 10 investors in USIO for the quarter ending June 2026 include WHITTIER TRUST CO (2.71Mn), VANGUARD CAPITAL MANAGEMENT LLC (917.46K), PERKINS CAPITAL MANAGEMENT INC (700.37K), RENAISSANCE TECHNOLOGIES LLC (437.24K), GEODE CAPITAL MANAGEMENT, LLC (184.5K), North Star Investment Management Corp. (180.0K), Stonebridge Wealth Management, LLC (177.08K), BlackRock, Inc. (111.77K), VANGUARD FIDUCIARY TRUST CO (105.17K), Rothschild Wealth LLC (79.7K).

Form 13F Holdings

33 Institutional Holders

Report period 30 Jun, 2026

Total shares held 6.23Mn

Of outstanding 22.39%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	WHITTIER TRUST CO	0001137881	2,713,852	9.76%	0	0.00%	$6.43Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	917,455	3.30%	▲15,296	+1.70%	$2.28Mn
3	PERKINS CAPITAL MANAGEMENT INC	0000884300	700,371	2.52%	▼1,561	-0.22%	$1.74Mn
4	RENAISSANCE TECHNOLOGIES LLC	0001037389	437,241	1.57%	▲36,500	+9.11%	$1.08Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	184,503	0.66%	▲65,386	+54.89%	$457.70K
6	North Star Investment Management Corp.	0001342857	180,000	0.65%	0	0.00%	$446.40K
7	Stonebridge Wealth Management, LLC	0002082460	177,084	0.64%	▲177,084	0.00%	$439.17K
8	BlackRock, Inc.	0002012383	111,768	0.40%	▲19,778	+21.50%	$277.18K
9	VANGUARD FIDUCIARY TRUST CO	0000933478	105,174	0.38%	▲784	+0.75%	$260.83K
10	Rothschild Wealth LLC	0001811345	79,700	0.29%	▼6,000	-7.00%	$197.66K
11	State Street Corp	0000093751	76,789	0.28%	0	0.00%	$190.44K
12	CITADEL ADVISORS LLC	0001423053	71,027	0.26%	▼109,052	-60.56%	$176.15K
13	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	71,000	0.26%	▼30,000	-29.70%	$176.08K
14	Morgan Stanley	0000895421	50,289	0.18%	▼4,746	-8.62%	$124.72K
15	DIMENSIONAL FUND ADVISORS LP	0000354204	46,421	0.17%	0	0.00%	$115.12K
16	OSAIC HOLDINGS, INC.	0001677044	46,353	0.17%	0	0.00%	$114.95K
17	Northern Trust Corp	0000073124	45,040	0.16%	▲11,644	+34.87%	$111.70K
18	Allworth Financial LP	0001555170	41,234	0.15%	0	0.00%	$102.26K
19	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	28,027	0.10%	▼39,183	-58.30%	$69.51K
20	XTX Topco Ltd	0001828301	25,368	0.09%	▲9,860	+63.58%	$62.91K

Showing 1 to 20 of 33 holders