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 2024
Institutional positions in Usana Health Sciences Inc as of Sep 30, 2024. 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
- 147
- −6 vs. Q2 2024
- Shares held
- 10.6M
- +2.17M (+25.7%) vs. Q2 2024
- Total value
- $403.3M
- +$20.4M (+5.3%) vs. Q2 2024
- New holders
- 17
- 52 more added
- Sold out
- 23
- 54 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Usana Health Sciences Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 1,733 | $65.7K | 0.00% | +649+59.9% | Added |
| National Bank of Canada | 1,254 | $47.6K | 0.00% | −49−3.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,121 | $42.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,056 | $40.0K | 0.00% | +519+96.6% | Added |
| CWM, LLC | 1,012 | $38.0K | 0.00% | −5−0.5% | Reduced |
| Headlands Technologies LLC | 956 | $36.3K | 0.00% | +956 | New |
| Federation des caisses Desjardins du Quebec | 944 | $35.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 927 | $35.1K | 0.00% | −41−4.2% | Reduced |
| Safe Harbor Fiduciary, LLC | 800 | $30.3K | 0.03% | +800 | New |
| Public Employees Retirement System of Ohio | 690 | $26.2K | 0.00% | +72+11.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 535 | $20.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 491 | $18.6K | 0.00% | +82+20.0% | Added |
| Parallel Advisors, LLC | 480 | $18.2K | 0.00% | +269+127.5% | Added |
| Farther Finance Advisors, LLC | 398 | $15.1K | 0.00% | +388+3,880.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 237 | $8.99K | 0.00% | +71+42.8% | Added |
| Nisa Investment Advisors, LLC | 234 | $8.87K | 0.00% | +195+500.0% | Added |
| Key Financial Inc | 200 | $7.58K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 198 | $7.51K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 190 | $7.49K | 0.00% | +190 | New |
| GAMMA Investing LLC | 188 | $7.13K | 0.00% | −144−43.4% | Reduced |
| The PNC Financial Services Group, Inc. | 182 | $6.90K | 0.00% | −136−42.8% | Reduced |
| Venturi Wealth Management, LLC | 110 | $4.17K | 0.00% | +110 | New |
| Providence Capital Advisors, LLC | 109 | $4.13K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 93 | $3.53K | 0.00% | −124−57.1% | Reduced |
| TD Waterhouse Canada Inc. | 90 | $3.35K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 87 | $3.30K | 0.00% | −104−54.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 80 | $3.03K | 0.00% | +7+9.6% | Added |
| SRS Capital Advisors, Inc. | 54 | $2.05K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 40 | $1.52K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 40 | $1.52K | 0.00% | +40 | New |
| WealthCollab, LLC | 39 | $1.48K | 0.00% | −393−91.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 36 | $1.36K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $1.25K | 0.00% | −200−85.8% | Reduced |
| Fifth Third Bancorp | 30 | $1.14K | 0.00% | +9+42.9% | Added |
| Private Wealth Management Group, LLC | 28 | $1.06K | 0.00% | +28 | New |
| Lazard Asset Management LLC | 29 | $1.00K | 0.00% | −842−96.7% | Reduced |
| Harbour Investments, Inc. | 26 | $986 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 26 | $986 | 0.00% | +10+62.5% | Added |
| Versant Capital Management, Inc | 21 | $796 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $645 | 0.00% | −11−39.3% | Reduced |
| Allworth Financial LP | 12 | $456 | 0.00% | +8+200.0% | Added |
| Farmers & Merchants Investments Inc | 8 | $303 | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 3 | $114 | 0.00% | +3 | New |
| Larson Financial Group LLC | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $76 | 0.00% | +2 | New |
| Capital Performance Advisors LLP | 1 | $38 | 0.00% | +1 | New |
| Covestor Ltd | 9 | $0 | 0.00% | −218−96.0% | Reduced |
| SEI Investments Co | 0 | $0 | 0.00% | −18,728−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −18,360−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,822−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −11,602−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −10,533−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −10,413−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,522−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,170−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −6,049−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −4,827−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −4,610−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,565−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,672−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |