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, Q3 2023
Institutional positions in Usana Health Sciences Inc as of Sep 30, 2023. 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
- 161
- −8 vs. Q2 2023
- Shares held
- 10.2M
- −31.5K (−0.3%) vs. Q2 2023
- Total value
- $602.0M
- −$44.8M (−6.9%) vs. Q2 2023
- New holders
- 9
- 52 more added
- Sold out
- 17
- 70 more reduced
Compare with Q2 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 137 | $243.0M |
| Q1 2026 | 139 | $179.6M |
| Q4 2025 | 121 | $205.9M |
| Q3 2025 | 165 | $371.3M |
| Q2 2025 | 165 | $336.2M |
| Q1 2025 | 162 | $290.0M |
| Q4 2024 | 152 | $387.0M |
| Q3 2024 | 147 | $403.3M |
| Q2 2024 | 154 | $463.0M |
| Q1 2024 | 161 | $494.0M |
| Q4 2023 | 167 | $558.1M |
| Q3 2023 | 161 | $602.0M |
| Q2 2023 | 169 | $646.8M |
| Q1 2023 | 177 | $658.3M |
| Q4 2022 | 167 | $557.0M |
| Q3 2022 | 173 | $573.2M |
| Q2 2022 | 183 | $758.6M |
| Q1 2022 | 179 | $832.3M |
| Q4 2021 | 191 | $1.08B |
| Q3 2021 | 180 | $994.1M |
| Q2 2021 | 188 | $1.14B |
| Q1 2021 | 198 | $1.12B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Usana Health Sciences Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 26 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 1 | $59 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $176 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $352 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7 | $410 | 0.00% | −25−78.1% | Reduced |
| First Horizon Advisors, Inc. | 8 | $468 | 0.00% | −23−74.2% | Reduced |
| Farmers & Merchants Investments Inc | 8 | $469 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 8 | $469 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $997 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $1.23K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $1.47K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 26 | $1.52K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 26 | $1.52K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 26 | $1.52K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 64 | $4.00K | 0.00% | −8−11.1% | Reduced |
| Hillsdale Investment Management Inc. | 80 | $4.69K | 0.00% | +80 | New |
| TD Waterhouse Canada Inc. | 90 | $5.22K | 0.00% | −56−38.4% | Reduced |
| Providence Capital Advisors, LLC | 109 | $6.39K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 114 | $6.68K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 137 | $8.03K | 0.00% | −8−5.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 184 | $10.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 198 | $11.6K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 210 | $12.3K | 0.00% | +200+2,000.0% | Added |
| Point72 Asset Management, L.P. | 217 | $12.7K | 0.00% | +208+2,311.1% | Added |
| US Bancorp | 252 | $14.8K | 0.00% | −192−43.2% | Reduced |
| Point72 Middle East FZE | 313 | $18.4K | 0.00% | −2,253−87.8% | Reduced |
| Altshuler Shaham Ltd | 379 | $22.2K | 0.00% | −55−12.7% | Reduced |
| Public Employees Retirement System of Ohio | 518 | $30.0K | 0.00% | +3+0.6% | Added |
| KBC Group NV | 537 | $31.0K | 0.00% | −297−35.6% | Reduced |
| Metropolitan Life Insurance Co | 660 | $38.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 783 | $45.9K | 0.00% | −138−15.0% | Reduced |
| CWM, LLC | 847 | $50.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 881 | $51.6K | 0.00% | −69−7.3% | Reduced |
| FMR LLC | 1,095 | $64.2K | 0.00% | −19−1.7% | Reduced |
| Signaturefd, LLC | 1,107 | $64.9K | 0.00% | −232−17.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,121 | $65.7K | 0.00% | +194+20.9% | Added |
| Leonteq Securities AG | 1,151 | $67.5K | 0.01% | +104+9.9% | Added |
| Bokf, NA | 1,592 | $72.5K | 0.00% | +184+13.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,334 | $78.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,494 | $87.6K | 0.00% | −46−3.0% | Reduced |
| National Bank of Canada | 1,575 | $91.1K | 0.00% | −13−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,581 | $92.7K | 0.00% | −7,386−82.4% | Reduced |
| Quadrant Capital Group LLC | 1,614 | $94.6K | 0.01% | −89−5.2% | Reduced |
| Covestor Ltd | 1,747 | $103.0K | 0.08% | +158+9.9% | Added |
| Wells Fargo & Company | 2,883 | $169.0K | 0.00% | −3,533−55.1% | Reduced |
| Aquatic Capital Management LLC | 2,900 | $170.0K | 0.01% | +2,700+1,350.0% | Added |
| Shell Asset Management Co | 3,123 | $183.0K | 0.01% | −49−1.5% | Reduced |
| Cubist Systematic Strategies, LLC | 3,294 | $193.1K | 0.00% | +1,345+69.0% | Added |
| Oregon Public Employees Retirement Fund | 3,298 | $193.3K | 0.00% | −200−5.7% | Reduced |
| State of Wyoming | 3,376 | $197.9K | 0.04% | +724+27.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,376 | $197.9K | 0.00% | +1,274+60.6% | Added |
| Ifrah Financial Services, Inc. | 3,504 | $205.4K | 0.06% | +30+0.9% | Added |
| Teachers Retirement System of the State of Kentucky | 3,996 | $234.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 4,115 | $241.2K | 0.05% | −700−14.5% | Reduced |
| Maryland State Retirement & Pension System | 4,124 | $241.7K | 0.01% | −237−5.4% | Reduced |
| Price T Rowe Associates Inc | 4,688 | $275.0K | 0.00% | +332+7.6% | Added |
| Harbor Capital Advisors, Inc. | 4,735 | $277.5K | 0.06% | −130−2.7% | Reduced |
| Sequoia Financial Advisors, LLC | 4,803 | $281.5K | 0.00% | −40−0.8% | Reduced |
| Royal Bank of Canada | 4,936 | $289.0K | 0.00% | +734+17.5% | Added |
| Millennium Management LLC | 5,017 | $294.0K | 0.00% | −15,113−75.1% | Reduced |
| Teacher Retirement System of Texas | 5,064 | $297.0K | 0.00% | +5,064 | New |
| Amalgamated Bank | 5,126 | $300.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,393 | $316.1K | 0.00% | +5,393 | New |
| Yousif Capital Management, LLC | 5,610 | $328.8K | 0.00% | −430−7.1% | Reduced |
| New York Life Investment Management LLC | 5,660 | $331.7K | 0.00% | −892−13.6% | Reduced |
| Louisiana State Employees Retirement System | 5,700 | $334.1K | 0.01% | −200−3.4% | Reduced |
| MetLife Investment Management | 5,767 | $338.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 5,933 | $347.7K | 0.00% | +1,316+28.5% | Added |
| XTX Topco Ltd | 6,133 | $359.5K | 0.06% | +49+0.8% | Added |
| American International Group, Inc. | 6,228 | $365.0K | 0.00% | +133+2.2% | Added |
| Janus Henderson Group PLC | 6,267 | $367.5K | 0.00% | +10.0% | Added |
| Illinois Municipal Retirement Fund | 6,594 | $386.0K | 0.01% | +6,594 | New |
| Deutsche Bank AG | 6,663 | $390.5K | 0.00% | −26,772−80.1% | Reduced |
| Putnam Investments LLC | 6,666 | $390.7K | 0.00% | −55−0.8% | Reduced |
| Ensign Peak Advisors, Inc | 6,770 | $396.8K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 6,870 | $402.7K | 0.00% | +70+1.0% | Added |
| State of Alaska, Department of Revenue | 6,971 | $408.0K | 0.01% | −394−5.3% | Reduced |
| Citigroup Inc | 7,254 | $425.2K | 0.00% | −4,356−37.5% | Reduced |
| First Hawaiian Bank | 7,433 | $435.6K | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,485 | $438.7K | 0.00% | −5,167−40.8% | Reduced |
| DGS Capital Management, LLC | 7,644 | $448.0K | 0.22% | −57−0.7% | Reduced |
| Qube Research & Technologies Ltd | 8,155 | $478.0K | 0.00% | +3,472+74.1% | Added |
| TD Asset Management Inc | 8,600 | $504.0K | 0.00% | +1,200+16.2% | Added |
| UBS Asset Management Americas Inc | 9,031 | $529.3K | 0.00% | −2,899−24.3% | Reduced |
| Texas Permanent School Fund | 9,508 | $557.3K | 0.01% | −347−3.5% | Reduced |
| HSBC Holdings PLC | 9,732 | $569.6K | 0.00% | +9,732 | New |
| Aviva PLC | 9,865 | $578.2K | 0.00% | −12,842−56.6% | Reduced |
| SG Americas Securities, LLC | 9,913 | $581.0K | 0.01% | +9,913 | New |
| State of Tennessee, Treasury Department | 10,115 | $592.8K | 0.00% | +2,920+40.6% | Added |
| Thrivent Financial for Lutherans | 10,241 | $600.0K | 0.00% | −466−4.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,269 | $601.9K | 0.01% | −3,215−23.8% | Reduced |
| Cypress Capital, LLC | 10,639 | $623.6K | 0.18% | −1,609−13.1% | Reduced |
| Great West Life Assurance Co | 10,639 | $624.0K | 0.00% | +737+7.4% | Added |
| Franklin Resources Inc | 10,690 | $626.5K | 0.00% | −954−8.2% | Reduced |
| Credit Suisse AG | 10,876 | $637.4K | 0.00% | −619−5.4% | Reduced |
| STRS Ohio | 10,900 | $638.0K | 0.00% | +500+4.8% | Added |