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 2023
Institutional positions in Usana Health Sciences Inc as of Dec 31, 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
- 167
- +7 vs. Q3 2023
- Shares held
- 10.4M
- +182.7K (+1.8%) vs. Q3 2023
- Total value
- $558.1M
- −$43.9M (−7.3%) vs. Q3 2023
- New holders
- 23
- 45 more added
- Sold out
- 16
- 72 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Usana Health Sciences Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 1 | $54 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $108 | 0.00% | −1−33.3% | Reduced |
| Assetmark, Inc | 3 | $161 | 0.00% | +3 | New |
| Nisa Investment Advisors, LLC | 5 | $268 | 0.00% | −205−97.6% | Reduced |
| Allworth Financial LP | 6 | $322 | 0.00% | −20−76.9% | Reduced |
| Glassman Wealth Services | 6 | $322 | 0.00% | −20−76.9% | Reduced |
| Abound Wealth Management | 6 | $322 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 8 | $429 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10 | $536 | 0.00% | −12−54.5% | Reduced |
| GAMMA Investing LLC | 12 | $562 | 0.00% | +12 | New |
| AdvisorNet Financial, Inc | 11 | $590 | 0.00% | +10+1,000.0% | Added |
| Bell Investment Advisors, Inc | 17 | $912 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $1.00K | 0.00% | −15−57.7% | Reduced |
| Pineridge Advisors LLC | 20 | $1.07K | 0.00% | +20 | New |
| Versant Capital Management, Inc | 21 | $1.13K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 26 | $1.39K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 28 | $1.50K | 0.00% | −86−75.4% | Reduced |
| Bessemer Group Inc | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 90 | $4.63K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 102 | $5.47K | 0.00% | +95+1,357.1% | Added |
| Providence Capital Advisors, LLC | 109 | $5.84K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 132 | $7.08K | 0.00% | +132 | New |
| Huntington National Bank | 137 | $7.34K | 0.00% | +137 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 166 | $8.90K | 0.00% | −18−9.8% | Reduced |
| McIlrath & Eck, LLC | 198 | $10.6K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 322 | $17.3K | 0.00% | +185+135.0% | Added |
| FMR LLC | 424 | $22.7K | 0.00% | −671−61.3% | Reduced |
| WealthCollab, LLC | 469 | $25.1K | 0.02% | +469 | New |
| Public Employees Retirement System of Ohio | 536 | $28.7K | 0.00% | +18+3.5% | Added |
| KBC Group NV | 537 | $29.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 544 | $29.2K | 0.00% | −337−38.3% | Reduced |
| Parallel Advisors, LLC | 598 | $32.1K | 0.00% | −185−23.6% | Reduced |
| Metropolitan Life Insurance Co | 660 | $35.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 740 | $39.7K | 0.00% | −852−53.5% | Reduced |
| Signaturefd, LLC | 743 | $39.8K | 0.00% | −364−32.9% | Reduced |
| Lazard Asset Management LLC | 871 | $46.0K | 0.00% | +871 | New |
| Quadrant Capital Group LLC | 979 | $52.5K | 0.00% | −635−39.3% | Reduced |
| Aquatic Capital Management LLC | 1,000 | $54.0K | 0.00% | −1,900−65.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,121 | $60.1K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,230 | $65.9K | 0.01% | +1,230 | New |
| CWM, LLC | 1,267 | $68.0K | 0.00% | +420+49.6% | Added |
| State of Wyoming | 1,283 | $68.8K | 0.01% | −2,093−62.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,334 | $71.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,453 | $79.1K | 0.00% | −122−7.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,494 | $80.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,765 | $94.0K | 0.06% | +18+1.0% | Added |
| Shell Asset Management Co | 2,405 | $129.0K | 0.01% | −718−23.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,509 | $134.5K | 0.00% | −867−25.7% | Reduced |
| Oregon Public Employees Retirement Fund | 3,198 | $171.4K | 0.00% | −100−3.0% | Reduced |
| Wells Fargo & Company | 3,479 | $186.5K | 0.00% | +596+20.7% | Added |
| Susquehanna International Group, LLP | 3,843 | $206.0K | 0.00% | +3,843 | New |
| Qube Research & Technologies Ltd | 3,862 | $207.0K | 0.00% | −4,293−52.6% | Reduced |
| Millennium Management LLC | 3,880 | $208.0K | 0.00% | −1,137−22.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,996 | $214.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,995 | $214.1K | 0.00% | +2,414+152.7% | Added |
| Maryland State Retirement & Pension System | 4,124 | $221.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 4,219 | $226.1K | 0.00% | +4,219 | New |
| Verition Fund Management LLC | 4,291 | $230.0K | 0.00% | +4,291 | New |
| Teacher Retirement System of Texas | 4,330 | $232.0K | 0.00% | −734−14.5% | Reduced |
| US Bancorp | 4,406 | $236.2K | 0.00% | +4,154+1,648.4% | Added |
| DGS Capital Management, LLC | 4,485 | $240.4K | 0.09% | −3,159−41.3% | Reduced |
| Amalgamated Bank | 4,859 | $260.0K | 0.00% | −267−5.2% | Reduced |
| Trexquant Investment LP | 4,969 | $266.3K | 0.01% | +4,969 | New |
| Comerica Bank | 5,116 | $274.2K | 0.00% | −277−5.1% | Reduced |
| Price T Rowe Associates Inc | 5,355 | $288.0K | 0.00% | +667+14.2% | Added |
| Yousif Capital Management, LLC | 5,500 | $294.8K | 0.00% | −110−2.0% | Reduced |
| New York Life Investment Management LLC | 5,532 | $296.5K | 0.00% | −128−2.3% | Reduced |
| Louisiana State Employees Retirement System | 5,600 | $300.2K | 0.01% | −100−1.8% | Reduced |
| Summit Global Investments | 5,733 | $307.0K | 0.02% | +5,733 | New |
| MetLife Investment Management | 5,767 | $309.1K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 5,898 | $316.1K | 0.00% | −35−0.6% | Reduced |
| American International Group, Inc. | 6,173 | $330.9K | 0.00% | −55−0.9% | Reduced |
| State of Tennessee, Treasury Department | 6,235 | $334.2K | 0.00% | −3,880−38.4% | Reduced |
| Janus Henderson Group PLC | 6,257 | $335.9K | 0.00% | −10−0.2% | Reduced |
| Harbor Capital Advisors, Inc. | 6,282 | $336.7K | 0.07% | +1,547+32.7% | Added |
| Royal Bank of Canada | 6,343 | $340.0K | 0.00% | +1,407+28.5% | Added |
| HSBC Holdings PLC | 6,412 | $345.8K | 0.00% | −3,320−34.1% | Reduced |
| Illinois Municipal Retirement Fund | 6,468 | $347.0K | 0.01% | −126−1.9% | Reduced |
| Ensign Peak Advisors, Inc | 6,770 | $362.9K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,826 | $365.0K | 0.00% | −145−2.1% | Reduced |
| State Board of Administration of Florida Retirement System | 6,870 | $368.2K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 7,129 | $382.1K | 0.05% | +7,129 | New |
| Putnam Investments LLC | 7,194 | $385.6K | 0.00% | +528+7.9% | Added |
| First Hawaiian Bank | 7,433 | $398.4K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 7,715 | $413.5K | 0.08% | +3,600+87.5% | Added |
| UBS Asset Management Americas Inc | 9,031 | $484.1K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 9,400 | $503.8K | 0.00% | +800+9.3% | Added |
| HRT Financial LP | 9,514 | $509.0K | 0.00% | +9,514 | New |
| Texas Permanent School Fund | 9,585 | $513.8K | 0.00% | +77+0.8% | Added |
| Citigroup Inc | 9,736 | $521.9K | 0.00% | +2,482+34.2% | Added |
| Great West Life Assurance Co | 9,740 | $522.0K | 0.00% | −899−8.5% | Reduced |
| Thrivent Financial for Lutherans | 9,887 | $530.0K | 0.00% | −354−3.5% | Reduced |
| Franklin Resources Inc | 10,098 | $541.3K | 0.00% | −592−5.5% | Reduced |
| Nebula Research & Development LLC | 10,111 | $542.0K | 0.16% | +10,111 | New |
| Cypress Capital, LLC | 10,218 | $547.7K | 0.16% | −421−4.0% | Reduced |
| Cornercap Investment Counsel Inc | 10,504 | $563.0K | 0.09% | +10,504 | New |
| Voya Investment Management LLC | 11,010 | $590.1K | 0.00% | −185−1.7% | Reduced |
| Credit Suisse AG | 11,845 | $634.9K | 0.00% | +969+8.9% | Added |