Usio Institutional Ownership

NASDAQ USIO

$2.92 +0.06 (+2.10%)

As of: Oct 20, 2026 · 11:43 AM 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

21.84%

▼-0.07 pp QoQ

Shares Held by Institutions

6.23Mn

of 28.51Mn outstanding

▲+2.44% QoQ

Shares Outstanding

28.51Mn

22.29Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+5 vs prior quarter

Net Shares Added (QoQ)

+148.14K

accumulated since last quarter

Value of Holdings

$17.81Mn

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

Updated Oct 10, 2026

Usio, Inc. (NASDAQ:USIO) was held by 33 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

These investors held 21.84% of USIO's outstanding shares at the end of Q2 2026, down from 21.91% in Q1 2026.
Total holdings of USIO shares rose 2.44% from Q1 2026, and the holder count rose 22.22% from Q2 2025.
Looking at the 33 holders of USIO individually, 15 added to their positions, 9 reduced their stakes and 9 left their positions unchanged.
In total, institutional investors held 6.23Mn shares of USIO at the end of Q2 2026, up 148.14K from the prior quarter and up 667.79K from a year earlier.
Whittier Trust Co led 13F holders of USIO with 2.71Mn shares as of June 30, 2026, or 9.52% of shares outstanding.
The largest position increases in USIO for Q2 2026 were by Geode Capital Management, LLC (+65.39K shares), Renaissance Technologies LLC (+36.5K shares), BlackRock, Inc. (+19.78K shares), Vanguard Capital Management LLC (+15.3K shares) and Northern Trust Corp (+11.64K shares).
On the other side, among holders that kept a position in USIO, the largest reductions in Q2 2026 came from Citadel Advisors LLC (-109.05K shares), Susquehanna International Group, LLP (-39.18K shares), Bridgeway Capital Management, LLC (-30K shares), Goldman Sachs Group Inc (-19.24K shares) and Tower Research Capital LLC (-6.03K shares).
Per Business Quant data, the 10 largest holders of USIO at the end of Q2 2026 were Whittier Trust Co (2.71Mn shares), Vanguard Capital Management LLC (917.46K shares), Perkins Capital Management Inc (700.37K shares), Renaissance Technologies LLC (437.24K shares), Geode Capital Management, LLC (184.5K shares), North Star Investment Management Corp. (180K shares), Stonebridge Wealth Management, LLC (177.08K shares), BlackRock, Inc. (111.77K shares), Vanguard Fiduciary Trust Co (105.17K shares) and Rothschild Wealth LLC (79.7K shares).

Form 13F Holdings

33 Institutional Holders

Report period 30 Jun, 2026

Total shares held 6.23Mn

Of outstanding 21.84%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	WHITTIER TRUST CO	0001137881	2,713,852	9.52%	0	0.00%	$6.43Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	917,455	3.22%	▲15,296	+1.70%	$2.28Mn
3	PERKINS CAPITAL MANAGEMENT INC	0000884300	700,371	2.46%	▼1,561	-0.22%	$1.74Mn
4	RENAISSANCE TECHNOLOGIES LLC	0001037389	437,241	1.53%	▲36,500	+9.11%	$1.08Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	184,503	0.65%	▲65,386	+54.89%	$457.70K
6	North Star Investment Management Corp.	0001342857	180,000	0.63%	0	0.00%	$446.40K
7	Stonebridge Wealth Management, LLC	0002082460	177,084	0.62%	▲177,084	0.00%	$439.17K
8	BlackRock, Inc.	0002012383	111,768	0.39%	▲19,778	+21.50%	$277.18K
9	VANGUARD FIDUCIARY TRUST CO	0000933478	105,174	0.37%	▲784	+0.75%	$260.83K
10	Rothschild Wealth LLC	0001811345	79,700	0.28%	▼6,000	-7.00%	$197.66K
11	State Street Corp	0000093751	76,789	0.27%	0	0.00%	$190.44K
12	CITADEL ADVISORS LLC	0001423053	71,027	0.25%	▼109,052	-60.56%	$176.15K
13	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	71,000	0.25%	▼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	0.16%	0	0.00%	$115.12K
16	OSAIC HOLDINGS, INC.	0001677044	46,353	0.16%	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	0.14%	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