Usio, Inc. (USIO) Institutional Ownership

Institutions by Trading Activity

19,389,200Shares Outstanding

0Shares held by institutions

$0Value of institutional holdings

5.35%Institutional ownership %

1.94%Shares Changed QoQ

3No. of institutional investors

According to SEC filings for the period ending December 2025, Usio, Inc. (NASDAQ:USIO) is held by 3 institutional firms.

The percentage of Usio owned by institutions changed from 34.4% in September 2025 to 5.4% in December 2025, marking a slight down trend.
The company experienced a 1.94% quarterly change in institutional shares held, alongside a decrease of 90.62% in total owners annually.
The latest 13F cycle for Usio reveals that of 3 total investors, 2 funds grew their exposure, whereas 1 reduced theirs and 0 made no changes.
This class of investors increased its holdings in Usio to 1.04Mn shares for the 13F-cycle ending December 2025, up by 19.72K shares quarter on quarter, and down 6.29Mn shares year over year.
VANGUARD GROUP INC continues to be the largest institutional holder of Usio as of December 31, 2025, with a position of 1.01Mn shares, representing 5.21% of the company's outstanding stock.
Among the most significant buyers of Usio during December 2025 were VANGUARD GROUP INC (14.81K), RITHOLTZ WEALTH MANAGEMENT (5.07K).
Leading sellers of Usio stock in December 2025 included UBS Group AG (161).
The top 3 institutional holders of Usio for the quarter ending December 2025 included VANGUARD GROUP INC (1.01Mn), RITHOLTZ WEALTH MANAGEMENT (27.32K), UBS Group AG (30).

0 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
WHITTIER TRUST CO	30 Sep, 2025	2,805,752	0	0.00%	$4,096,398.00
VANGUARD GROUP INC	30 Sep, 2025	995,645	-16,474	-1.63%	$1,413,816.00
PERKINS CAPITAL MANAGEMENT INC	30 Sep, 2025	858,193	858,193	0.00%	$1,218,634.00
RENAISSANCE TECHNOLOGIES LLC	30 Sep, 2025	441,241	37,300	9.23%	$626,562.00
PERRITT CAPITAL MANAGEMENT INC	30 Sep, 2025	413,700	-1,500	-0.36%	$587,454.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	180,485	0	0.00%	$256,357.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	30 Sep, 2025	101,000	0	0.00%	$143,420.00
BlackRock, Inc.	30 Sep, 2025	94,755	10,807	12.87%	$134,553.00
GSA CAPITAL PARTNERS LLP	30 Sep, 2025	90,301	25,696	39.77%	$128.00
SCOGGIN MANAGEMENT LP	30 Sep, 2025	80,000	80,000	0.00%	$113,600.00
CITADEL ADVISORS LLC	30 Sep, 2025	78,493	78,493	0.00%	$111,460.00
STATE STREET CORP	30 Sep, 2025	76,789	0	0.00%	$109,040.00
MORGAN STANLEY	30 Sep, 2025	59,735	-623	-1.03%	$84,823.00
GOLDMAN SACHS GROUP INC	30 Sep, 2025	49,531	-16,796	-25.32%	$70,334.00
DIMENSIONAL FUND ADVISORS LP	30 Sep, 2025	46,421	0	0.00%	$65,918.00
Allworth Financial LP	30 Sep, 2025	41,234	0	0.00%	$58,553.00
OSAIC HOLDINGS, INC.	30 Sep, 2025	39,853	11,500	40.56%	$56,987.00
Madrona Financial Services, LLC	30 Sep, 2025	34,080	0	0.00%	$48,394.00
NORTHERN TRUST CORP	30 Sep, 2025	33,396	0	0.00%	$47,422.00
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	30 Sep, 2025	31,694	-27,084	-46.08%	$45,005.00

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