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Usana Health Sciences Inc

USNA
Exchange
NYSE
Industry
Medicinal Chemicals & Botanical Products
SEC CIK
0000896264

No open-market purchases or sales by Usana Health Sciences Inc insiders were filed in the last 90 days; 137 institutions reported holding it in 13F filings for Q2 2026, worth $243.0M in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in Usana Health Sciences Inc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
191
+11 vs. Q3 2021
Shares held
10.7M
−111.5K (−1.0%) vs. Q3 2021
Total value
$1.08B
+$86.3M (+8.7%) vs. Q3 2021
New holders
30
36 more added
Sold out
19
90 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting USNA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 191 institutions
Q1 2021: 198 institutionsQ2 2021: 188 institutionsQ3 2021: 180 institutionsQ4 2021: 191 institutionsQ1 2022: 179 institutionsQ2 2022: 183 institutionsQ3 2022: 173 institutionsQ4 2022: 167 institutionsQ1 2023: 177 institutionsQ2 2023: 169 institutionsQ3 2023: 161 institutionsQ4 2023: 167 institutionsQ1 2024: 161 institutionsQ2 2024: 154 institutionsQ3 2024: 147 institutionsQ4 2024: 152 institutionsQ1 2025: 162 institutionsQ2 2025: 165 institutionsQ3 2025: 165 institutionsQ4 2025: 121 institutionsQ1 2026: 139 institutionsQ2 2026: 137 institutions
Value heldQ4 2021: $1.08B
Q1 2021: $1.12BQ2 2021: $1.14BQ3 2021: $994.1MQ4 2021: $1.08BQ1 2022: $832.3MQ2 2022: $758.6MQ3 2022: $573.2MQ4 2022: $557.0MQ1 2023: $658.3MQ2 2023: $646.8MQ3 2023: $602.0MQ4 2023: $558.1MQ1 2024: $494.0MQ2 2024: $463.0MQ3 2024: $403.3MQ4 2024: $387.0MQ1 2025: $290.0MQ2 2025: $336.2MQ3 2025: $371.3MQ4 2025: $205.9MQ1 2026: $179.6MQ2 2026: $243.0M
Institutions holding USNA and their total value by quarter
QuarterHoldersValue
Q2 2026137$243.0M
Q1 2026139$179.6M
Q4 2025121$205.9M
Q3 2025165$371.3M
Q2 2025165$336.2M
Q1 2025162$290.0M
Q4 2024152$387.0M
Q3 2024147$403.3M
Q2 2024154$463.0M
Q1 2024161$494.0M
Q4 2023167$558.1M
Q3 2023161$602.0M
Q2 2023169$646.8M
Q1 2023177$658.3M
Q4 2022167$557.0M
Q3 2022173$573.2M
Q2 2022183$758.6M
Q1 2022179$832.3M
Q4 2021191$1.08B
Q3 2021180$994.1M
Q2 2021188$1.14B
Q1 2021198$1.12B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Usana Health Sciences Inc; share changes are against Q3 2021.

Institutions holding USNA in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
JFS Wealth Advisors, LLC2$00.00%+2New
Globeflex Capital L P12$1.00K0.00%−1,260−99.1%Reduced
First Horizon Advisors, Inc.19$1.00K0.00%−10−34.5%Reduced
Massmutual Trust Co FSB14$1.00K0.00%+14New
Quadrant Capital Group LLC21$2.00K0.00%−7−25.0%Reduced
Bell Investment Advisors, Inc17$2.00K0.00%00.0%Unchanged
Fifth Third Bancorp18$2.00K0.00%+18New
Lee Financial Co21$2.00K0.00%+21New
Harbour Investments, Inc.26$3.00K0.00%00.0%Unchanged
Signaturefd, LLC25$3.00K0.00%+2+8.7%Added
Parkside Financial Bank & Trust43$4.00K0.00%00.0%Unchanged
Bessemer Group Inc44$4.00K0.00%+44New
TCI Wealth Advisors, Inc.73$7.00K0.00%−14−16.1%Reduced
Graves-Light Private Wealth Management, Inc.73$7.00K0.00%−16−18.0%Reduced
TD Waterhouse Canada Inc.90$9.21K0.00%+90New
Lindbrook Capital, LLC103$10.0K0.00%00.0%Unchanged
Parallel Advisors, LLC96$10.0K0.00%+20+26.3%Added
American Portfolios Advisors100$10.1K0.00%+100New
Nisa Investment Advisors, LLC110$11.0K0.00%00.0%Unchanged
Focused Wealth Management, Inc112$11.0K0.00%00.0%Unchanged
Providence Capital Advisors, LLC109$11.0K0.00%00.0%Unchanged
Penserra Capital Management LLC132$13.0K0.00%−26−16.5%Reduced
Tower Research Capital LLC (TRC)137$14.0K0.00%−599−81.4%Reduced
Sutton Wealth Advisors Inc.144$14.6K0.00%+3+2.1%Added
US Bancorp180$18.0K0.00%+2+1.1%Added
McIlrath & Eck, LLC198$20.0K0.01%00.0%Unchanged
Versant Capital Management, Inc193$20.0K0.01%−2−1.0%Reduced
Core Wealth Advisors, Inc.200$20.0K0.01%00.0%Unchanged
Signet Financial Management, LLC208$21.0K0.00%+208New
Macquarie Group Ltd252$26.0K0.00%00.0%Unchanged
Vectors Research Management, LLC300$30.0K0.01%00.0%Unchanged
Point72 Hong Kong Ltd321$32.0K0.00%−167−34.2%Reduced
Reilly Financial Advisors, LLC320$32.0K0.00%+320New
Eaton Vance Management457$47.0K0.00%+75+19.6%Added
Altshuler Shaham Ltd475$48.0K0.00%−33−6.5%Reduced
Covestor Ltd481$49.0K0.07%+481New
Aquatic Capital Management LLC500$51.0K0.10%+500New
Leonteq Securities AG555$56.2K0.00%+30+5.7%Added
Captrust Financial Advisors587$59.0K0.00%−103−14.9%Reduced
State of Wyoming647$65.0K0.03%+647New
Lazard Asset Management LLC658$66.0K0.00%+97+17.3%Added
CWM, LLC700$71.0K0.00%+700New
Gladius Capital Management LP753$77.0K0.03%+753New
The PNC Financial Services Group, Inc.822$83.0K0.00%−9−1.1%Reduced
Geneos Wealth Management Inc.850$86.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.927$94.0K0.00%−95−9.3%Reduced
Public Employees Retirement System of Ohio945$96.0K0.00%−9−0.9%Reduced
NEXT Financial Group, Inc1,000$101.0K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC1,000$101.0K0.03%+1,000New
Federation des caisses Desjardins du Quebec1,265$128.0K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.1,315$133.1K0.01%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)1,554$157.0K0.00%00.0%Unchanged
Mutual of America Capital Management LLC1,595$161.0K0.00%−7−0.4%Reduced
DuPont Capital Management Corp1,725$175.0K0.01%−688−28.5%Reduced
Advisor Group Holdings, Inc.1,828$185.0K0.00%−427−18.9%Reduced
Crew Capital Management, Ltd.2,000$202.0K0.17%+2,000New
SG Americas Securities, LLC2,098$212.0K0.00%−23,492−91.8%Reduced
HSBC Holdings PLC2,123$214.0K0.00%−280−11.7%Reduced
Intersect Capital LLC2,211$224.0K0.04%+2,211New
Meritage Portfolio Management2,265$229.0K0.01%+2,265New
Teacher Retirement System of Texas2,341$237.0K0.00%+2,341New
Everence Capital Management Inc2,410$244.0K0.02%00.0%Unchanged
Occudo Quantitative Strategies LP2,422$245.0K0.02%−1,644−40.4%Reduced
One Wealth Advisors, LLC2,462$249.0K0.06%00.0%Unchanged
Janus Henderson Group PLC2,559$259.0K0.00%+2,559New
Caxton Associates LP2,996$303.0K0.04%−390−11.5%Reduced
ProShare Advisors LLC2,988$303.0K0.00%+2,988New
Price T Rowe Associates Inc3,131$317.0K0.00%−650−17.2%Reduced
Arizona State Retirement System3,232$327.0K0.00%−75−2.3%Reduced
Millennium Management LLC3,289$333.0K0.00%−4,598−58.3%Reduced
LSV Asset Management3,300$334.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co3,371$341.1K0.00%00.0%Unchanged
Bank of Montreal3,405$349.0K0.00%−624−15.5%Reduced
Ifrah Financial Services, Inc.3,591$363.0K0.10%−12−0.3%Reduced
Teachers Retirement System of the State of Kentucky3,600$364.0K0.00%00.0%Unchanged
KBC Group NV3,683$373.0K0.00%00.0%Unchanged
Handelsbanken Fonder AB3,800$385.0K0.00%00.0%Unchanged
First Hawaiian Bank3,995$404.0K0.01%+3,995New
Ensign Peak Advisors, Inc4,000$405.0K0.00%−7,700−65.8%Reduced
Alps Advisors Inc4,045$409.0K0.00%−76−1.8%Reduced
Diversified Trust Co4,111$416.0K0.01%−344−7.7%Reduced
IndexIQ Advisors LLC4,327$438.0K0.01%−280−6.1%Reduced
6 Meridian4,387$444.0K0.03%+34+0.8%Added
Ergoteles LLC4,400$445.0K0.02%+2,200+100.0%Added
MetLife Investment Management4,527$458.1K0.00%00.0%Unchanged
Maryland State Retirement & Pension System4,655$471.0K0.01%−16−0.3%Reduced
Oregon Public Employees Retirement Fund4,686$474.0K0.01%−200−4.1%Reduced
State Board of Administration of Florida Retirement System4,857$492.0K0.00%−132−2.6%Reduced
RBF Capital, LLC5,000$506.0K0.03%00.0%Unchanged
Putnam Investments LLC5,025$508.0K0.00%+5,025New
Victory Capital Management Inc5,243$531.0K0.00%−89−1.7%Reduced
Louisiana State Employees Retirement System5,700$577.0K0.01%−100−1.7%Reduced
Susquehanna International Group, LLP6,000$607.0K0.00%+6,000New
Manufacturers Life Insurance Company, The6,086$616.0K0.00%−423−6.5%Reduced
Qube Research & Technologies Ltd6,120$619.0K0.00%+3,787+162.3%Added
Amalgamated Bank6,141$621.0K0.00%−126−2.0%Reduced
Algert Global LLC6,526$660.0K0.08%−1,480−18.5%Reduced
American International Group, Inc.7,267$735.0K0.00%−521−6.7%Reduced
Shell Asset Management Co7,272$736.0K0.02%+37+0.5%Added
State of Tennessee, Treasury Department7,441$753.0K0.00%−1,771−19.2%Reduced