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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 2024

Institutional positions in Usana Health Sciences Inc as of Dec 31, 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
152
+5 vs. Q3 2024
Shares held
10.8M
+146.3K (+1.4%) vs. Q3 2024
Total value
$387.0M
−$16.3M (−4.0%) vs. Q3 2024
New holders
25
48 more added
Sold out
20
48 more reduced

Compare with Q3 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.

Institutional holdersQ4 2024: 152 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 2024: $387.0M
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 2024

Shares, value and share of portfolio for each institution holding Usana Health Sciences Inc; share changes are against Q3 2024.

Institutions holding USNA in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Larson Financial Group LLC2$720.00%00.0%Unchanged
EverSource Wealth Advisors, LLC5$1790.00%+5New
Umb Bank N A8$2870.00%−18−69.2%Reduced
Farmers & Merchants Investments Inc8$2870.00%00.0%Unchanged
Jones Financial Companies LLLP9$3230.00%+9New
Rothschild Investment LLC10$3590.00%+10New
Smartleaf Asset Management LLC12$4230.00%+12New
Principal Securities, Inc.12$4310.00%+12New
Parallel Advisors, LLC17$6100.00%−463−96.5%Reduced
GAMMA Investing LLC17$6100.00%−171−91.0%Reduced
Bell Investment Advisors, Inc17$6110.00%00.0%Unchanged
Harbour Investments, Inc.26$9330.00%00.0%Unchanged
Covestor Ltd25$1.00K0.00%+16+177.8%Added
Private Wealth Management Group, LLC28$1.00K0.00%00.0%Unchanged
First Command Advisory Services, Inc.40$1.44K0.00%00.0%Unchanged
Simplex Trading, LLC63$2.00K0.00%+63New
Nisa Investment Advisors, LLC60$2.15K0.00%−174−74.4%Reduced
Fifth Third Bancorp79$2.83K0.00%+49+163.3%Added
WealthCollab, LLC79$2.84K0.00%+40+102.6%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC80$2.87K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.90$3.23K0.00%00.0%Unchanged
Massmutual Trust Co FSB100$3.59K0.00%+67+203.0%Added
MAI Capital Management100$3.59K0.00%+100New
Allworth Financial LP120$4.08K0.00%+108+900.0%Added
Versant Capital Management, Inc179$6.42K0.00%+158+752.4%Added
Lindbrook Capital, LLC187$6.71K0.00%+100+114.9%Added
Continuum Advisory, LLC190$6.82K0.00%00.0%Unchanged
McIlrath & Eck, LLC198$7.11K0.00%00.0%Unchanged
Key Financial Inc200$7.18K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.227$8.15K0.00%+45+24.7%Added
Barrow Hanley Mewhinney & Strauss LLC237$8.51K0.00%00.0%Unchanged
Sterling Capital Management LLC366$13.1K0.00%+326+815.0%Added
Signaturefd, LLC384$13.8K0.00%+291+312.9%Added
Farther Finance Advisors, LLC398$14.3K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.535$19.4K0.00%00.0%Unchanged
Quadrant Capital Group LLC573$20.6K0.00%+82+16.7%Added
Federation des caisses Desjardins du Quebec609$21.9K0.00%−335−35.5%Reduced
Headlands Technologies LLC731$26.2K0.00%−225−23.5%Reduced
R Squared Ltd790$28.4K0.03%+790New
Safe Harbor Fiduciary, LLC800$28.7K0.03%00.0%Unchanged
Quest Partners LLC851$30.5K0.00%−5,752−87.1%Reduced
CWM, LLC1,007$36.0K0.00%−5−0.5%Reduced
Ameritas Investment Partners, Inc.1,121$40.2K0.00%00.0%Unchanged
National Bank of Canada1,232$44.2K0.00%−22−1.8%Reduced
FMR LLC1,359$48.8K0.00%+432+46.6%Added
State of Wyoming1,398$50.2K0.01%−3,445−71.1%Reduced
Advisor Group Holdings, Inc.1,713$61.5K0.00%−20−1.2%Reduced
Shell Asset Management Co2,062$74.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,259$81.1K0.00%−5,225−69.8%Reduced
KLP Kapitalforvaltning AS2,300$82.5K0.00%+2,300New
Police & Firemen's Retirement System of New Jersey2,412$86.6K0.00%+2,412New
Zurcher Kantonalbank (Zurich Cantonalbank)2,507$90.0K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund2,551$91.6K0.00%−100−3.8%Reduced
State of Tennessee, Treasury Department2,748$98.6K0.00%−5,916−68.3%Reduced
Amalgamated Bank3,276$118.0K0.00%00.0%Unchanged
Quantbot Technologies LP3,675$131.9K0.00%+3,675New
Comerica Bank3,829$137.4K0.00%−229−5.6%Reduced
Teachers Retirement System of the State of Kentucky3,996$143.0K0.00%00.0%Unchanged
Meeder Asset Management Inc3,988$143.1K0.01%+3,988New
US Bancorp4,076$146.3K0.00%−33−0.8%Reduced
Amundi4,872$170.2K0.00%+2,243+85.3%Added
Public Employees Retirement System of Ohio5,075$182.1K0.00%+4,385+635.5%Added
Massachusetts Financial Services Co5,737$205.9K0.00%+5,737New
Illinois Municipal Retirement Fund5,898$211.7K0.00%−327−5.3%Reduced
Corebridge Financial, Inc.6,059$217.5K0.00%−471−7.2%Reduced
Janus Henderson Group PLC6,200$222.7K0.00%00.0%Unchanged
State of Alaska, Department of Revenue6,269$224.0K0.00%−37−0.6%Reduced
Centiva Capital, LP6,334$227.3K0.01%+728+13.0%Added
XTX Topco Ltd6,439$231.1K0.02%+6,439New
Ensign Peak Advisors, Inc6,445$231.3K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.6,485$232.7K0.00%+229+3.7%Added
Russell Investments Group, Ltd.6,842$245.6K0.00%−8,335−54.9%Reduced
MetLife Investment Management6,871$246.6K0.00%−83−1.2%Reduced
Susquehanna International Group, LLP6,944$249.2K0.00%+6,944New
Two Sigma Advisers, LP7,000$251.2K0.00%+200+2.9%Added
Lazard Asset Management LLC7,211$258.0K0.00%+7,182+24,765.5%Added
Price T Rowe Associates Inc7,234$260.0K0.00%+985+15.8%Added
New York State Common Retirement Fund7,496$269.0K0.00%00.0%Unchanged
HSBC Holdings PLC7,848$281.7K0.00%+7,848New
Harbor Capital Advisors, Inc.7,874$283.0K0.01%−985−11.1%Reduced
Wells Fargo & Company7,961$285.7K0.00%+2,082+35.4%Added
Cypress Capital, LLC8,262$296.5K0.08%−834−9.2%Reduced
Campbell & CO Investment Adviser LLC8,408$301.8K0.02%+8,408New
Thrivent Financial for Lutherans8,545$307.0K0.00%−133−1.5%Reduced
Exchange Traded Concepts, LLC8,578$307.9K0.01%+869+11.3%Added
Verition Fund Management LLC9,002$323.1K0.00%+9,002New
Tudor Investment Corp Et Al9,506$341.2K0.00%+9,506New
K2 Principal Fund, L.P.10,000$358.9K0.05%+10,000New
California State Teachers Retirement System10,690$383.7K0.00%−114−1.1%Reduced
Weiss Asset Management LP10,880$390.5K0.01%+10,880New
Prudential Financial Inc11,210$402.3K0.00%−600−5.1%Reduced
Trexquant Investment LP11,343$407.1K0.00%−11,506−50.4%Reduced
Great West Life Assurance Co11,766$422.0K0.00%00.0%Unchanged
Aquatic Capital Management LLC11,865$425.8K0.01%+8,165+220.7%Added
AQR Capital Management LLC11,951$428.9K0.00%+2,765+30.1%Added
Creative Planning12,151$436.1K0.00%+1,753+16.9%Added
First Hawaiian Bank12,439$446.4K0.01%00.0%Unchanged
Toroso Investments, LLC12,538$450.0K0.00%−624−4.7%Reduced
New York State Teachers Retirement System12,686$455.0K0.00%00.0%Unchanged
Alliancebernstein L.P.13,616$488.7K0.00%−1,400−9.3%Reduced