Usana Health Sciences USNA Institutional Ownership

NYSE USNA

$15.13 -0.07 (-0.49%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

138 Institutions

Increased 83 60.1%

Unchanged 22 15.9%

Reduced 33 23.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

63.37%

▲+7.81 pp QoQ

Shares Held by Institutions

11.66Mn

of 18.40Mn outstanding

▲+16.11% QoQ

Shares Outstanding

18.40Mn

6.74Mn held outside 13F filers

Institutional Investors

138

filed 13F for Jun 2026

▼-1 vs prior quarter

Net Shares Added (QoQ)

+1.62Mn

accumulated since last quarter

Value of Holdings

$174.41Mn

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

Usana Health Sciences Inc (NYSE:USNA) has 138 institutional investors with active 13F positions as of June 2026.

These investors collectively held 63.4% of Usana Health Sciences's outstanding shares in June 2026, up from 55.6% in March 2026.
They increased total shares held in Usana Health Sciences by 16.11% from the prior quarter, while the number of investors in USNA decreased 15.85% year over year.
Of these 138 holders, 83 added to their stakes in Usana Health Sciences, 33 trimmed positions, and 22 made no changes.
Institutional investors collectively held 11.66Mn shares in Usana Health Sciences as of June 2026, up by 1.62Mn shares quarter on quarter, and up 1.04Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Usana Health Sciences with 1.55Mn shares, accounting for 8.45% of total shares outstanding.
Leading buyers of Usana Health Sciences shares for the quarter ending June 2026 were BlackRock, Inc. (363.77K), Sixth Street Partners Management Company, L.P. (272.21K), Creative Planning (224.82K), Nuveen, LLC (217.0K), AQR CAPITAL MANAGEMENT LLC (111.67K).
The biggest sellers of Usana Health Sciences for the quarter ending June 2026 included MILLENNIUM MANAGEMENT LLC (66.22K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (60.9K), RENAISSANCE TECHNOLOGIES LLC (59.11K), Assenagon Asset Management S.A. (58.81K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (35.69K).
According to Business Quant data, leading holders of USNA for June 2026 are BlackRock, Inc. (1.55Mn), PZENA INVESTMENT MANAGEMENT LLC (1.21Mn), RENAISSANCE TECHNOLOGIES LLC (958.52K), DIMENSIONAL FUND ADVISORS LP (837.43K), Nantahala Capital Management, LLC (810.07K), VANGUARD CAPITAL MANAGEMENT LLC (487.37K), Creative Planning (417.97K), AQR CAPITAL MANAGEMENT LLC (408.09K), VANGUARD PORTFOLIO MANAGEMENT LLC (363.38K), GEODE CAPITAL MANAGEMENT, LLC (283.17K).

Form 13F Holdings

138 Institutional Holders

Report period 30 Jun, 2026

Total shares held 11.66Mn

Of outstanding 63.37%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,554,189	8.45%	▲363,773	+30.56%	$33.18Mn
2	PZENA INVESTMENT MANAGEMENT LLC	0001027796	1,205,587	6.55%	▲96,654	+8.72%	$25.74Mn
3	RENAISSANCE TECHNOLOGIES LLC	0001037389	958,520	5.21%	▼59,110	-5.81%	$20.46Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	837,426	4.55%	▲3,203	+0.38%	$17.88Mn
5	Nantahala Capital Management, LLC	0001472322	810,074	4.40%	0	0.00%	$17.30Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	487,370	2.65%	▲8,327	+1.74%	$10.41Mn
7	Creative Planning	0001540235	417,971	2.27%	▲224,823	+116.40%	$8.92Mn
8	AQR CAPITAL MANAGEMENT LLC	0001167557	408,086	2.22%	▲111,666	+37.67%	$8.71Mn
9	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	363,377	1.98%	▲25,103	+7.42%	$7.76Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	283,165	1.54%	▲18,731	+7.08%	$6.05Mn
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	272,208	1.48%	▼60,904	-18.28%	$5.81Mn
11	Sixth Street Partners Management Company, L.P.	0001812095	272,208	1.48%	▲272,208	0.00%	$5.81Mn
12	State Street Corp	0000093751	261,240	1.42%	▲13,205	+5.32%	$5.58Mn
13	Nuveen, LLC	0001871926	239,477	1.30%	▲216,998	+965.34%	$5.11Mn
14	AMERICAN CENTURY COMPANIES INC	0000748054	187,348	1.02%	▼3,604	-1.89%	$4.00Mn
15	JACOBS LEVY EQUITY MANAGEMENT, INC	0000884414	180,567	0.98%	▼12,409	-6.43%	$3.86Mn
16	TWO SIGMA INVESTMENTS, LP	0001179392	165,514	0.90%	▲20,884	+14.44%	$3.53Mn
17	Morgan Stanley	0000895421	164,363	0.89%	▲8,879	+5.71%	$3.51Mn
18	D. E. Shaw & Co., Inc.	0001009207	156,835	0.85%	▼25,648	-14.06%	$3.35Mn
19	ACADIAN ASSET MANAGEMENT LLC	0000916542	147,656	0.80%	▲46,548	+46.04%	$3.15K

Showing 1 to 20 of 138 holders