Skip to main content

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 2025

Institutional positions in Usana Health Sciences Inc as of Dec 31, 2025. 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
121
−43 vs. Q3 2025
Shares held
10.5M
−2.31M (−18.0%) vs. Q3 2025
Total value
$205.9M
−$165.4M (−44.6%) vs. Q3 2025
New holders
12
41 more added
Sold out
55
54 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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 2025: 121 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 2025: $205.9M
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 2025

Shares, value and share of portfolio for each institution holding Usana Health Sciences Inc; share changes are against Q3 2025.

Institutions holding USNA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Barrow Hanley Mewhinney & Strauss LLC212$4.16K0.00%00.0%Unchanged
Key Financial Inc200$3.93K0.00%00.0%Unchanged
McIlrath & Eck, LLC198$3.89K0.00%00.0%Unchanged
Red Tortoise LLC190$3.73K0.00%+190New
US Bancorp161$3.16K0.00%−677−80.8%Reduced
GAMMA Investing LLC155$3.04K0.00%−623−80.1%Reduced
MAI Capital Management124$2.44K0.00%+24+24.0%Added
Allworth Financial LP114$2.24K0.00%−9−7.3%Reduced
Los Angeles Capital Management LLC87$1.72K0.00%+87New
Essential Partners LLC68$1.33K0.00%−578−89.5%Reduced
Jones Financial Companies LLLP50$9820.00%00.0%Unchanged
Optiver Holding B.V.36$7070.00%00.0%Unchanged
Fortitude Family Office, LLC26$5100.00%−153−85.5%Reduced
Rothschild Investment LLC24$4710.00%−11−31.4%Reduced
Rockefeller Capital Management L.P.17$3340.00%−5−22.7%Reduced
Farmers & Merchants Investments Inc8$1570.00%00.0%Unchanged
Fifth Third Bancorp5$980.00%−389−98.7%Reduced
True Wealth Design, LLC2$400.00%−17−89.5%Reduced
Huntington National Bank1$200.00%−190−99.5%Reduced
Covestor Ltd23$00.00%−329−93.5%Reduced
Avion Wealth26$00.00%+26New
Summit Wealth Group LLC0$00.00%−1,662,026−100.0%Sold out
Principal Financial Group Inc0$00.00%−52,121−100.0%Sold out
Nordea Investment Management AB0$00.00%−50,859−100.0%Sold out
Acadian Asset Management LLC0$00.00%−48,291−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−42,011−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−37,910−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−35,925−100.0%Sold out
Prudential Financial Inc0$00.00%−26,481−100.0%Sold out
Man Group plc0$00.00%−22,586−100.0%Sold out
Swiss National Bank0$00.00%−21,600−100.0%Sold out
Martingale Asset Management L P0$00.00%−19,054−100.0%Sold out
Horizon Investments, LLC0$00.00%−17,808−100.0%Sold out
Franklin Resources Inc0$00.00%−16,241−100.0%Sold out
Engineers Gate Manager LP0$00.00%−12,873−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−12,732−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−12,596−100.0%Sold out
New York State Teachers Retirement System0$00.00%−12,600−100.0%Sold out
State of Wyoming0$00.00%−11,986−100.0%Sold out
Price T Rowe Associates Inc0$00.00%−11,138−100.0%Sold out
Marshall Wace, LLP0$00.00%−10,464−100.0%Sold out
Great West Life Assurance Co0$00.00%−10,382−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−9,660−100.0%Sold out
Verition Fund Management LLC0$00.00%−8,400−100.0%Sold out
First Citizens Bank & Trust Co0$00.00%−8,134−100.0%Sold out
Linden Thomas Advisory Services, LLC0$00.00%−7,981−100.0%Sold out
Summit Global Investments0$00.00%−7,871−100.0%Sold out
Envestnet Portfolio Solutions, Inc.0$00.00%−7,768−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−7,777−100.0%Sold out
Intech Investment Management LLC0$00.00%−7,722−100.0%Sold out
Cypress Capital, LLC0$00.00%−7,444−100.0%Sold out
Ensign Peak Advisors, Inc0$00.00%−6,445−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−6,011−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−4,343−100.0%Sold out
Zurcher Kantonalbank (Zurich Cantonalbank)0$00.00%−3,834−100.0%Sold out
Comerica Bank0$00.00%−3,406−100.0%Sold out
Teachers Retirement System of the State of Kentucky0$00.00%−3,094−100.0%Sold out
Oregon Public Employees Retirement Fund0$00.00%−2,451−100.0%Sold out
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.0$00.00%−535−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−241−100.0%Sold out
Bessemer Group Inc0$00.00%−163−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−83−100.0%Sold out
Hantz Financial Services, Inc.0$00.00%−61−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−56−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−52−100.0%Sold out
Private Wealth Management Group, LLC0$00.00%−46−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−38−100.0%Sold out
Salomon & Ludwin, LLC0$00.00%−38−100.0%Sold out
Principal Securities, Inc.0$00.00%−30−100.0%Sold out
Umb Bank N A0$00.00%−20−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−20−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−13−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−7−100.0%Sold out
IFP Advisors, Inc0$00.00%−4−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−1−100.0%Sold out
Cornerstone Planning Group LLC0$00.00%−401−100.0%Sold out
Shell Asset Management Co––––Not filed