Institutional Ownership Usana Health Sciences Inc (USNA)
This table provides information about the institutional ownership of Usana Health Sciences Inc (USNA). We have compiled data on the 171 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $212 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
46
shares
|
$882
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
38
shares
|
$729
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
38
shares
|
$729
0.0% of portfolio
|
Q3 2025
Reduced 99.96%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
36
shares
|
$690
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
35
shares
|
$671
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
34
shares
|
$652
0.0% of portfolio
|
Q1 2025
Reduced 81.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
30
shares
|
$575
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
22
shares
|
$422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
20
shares
|
$383
0.0% of portfolio
|
Q3 2025
Added 122.22%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
20
shares
|
$383
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
19
shares
|
$364
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
13
shares
|
$249
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
10
shares
|
$191
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
8
shares
|
$153
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
7
shares
|
$134
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$76
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|