SEC 13F Intelligence

USNAUSANA HEALTH SCIENCES INC

CUSIP 90328M107 · Yahoo Finance ↗ · Google Finance ↗

Usana Health Sciences Inc (USNA) has 137 institutional holders in Filings Flow’s 13F database, together reporting 10.42M shares worth $179M as of Q1 2026. The largest reported holders are Summit Wealth Group LLC / Co, Blackrock, Inc., and Pzena Investment Management LLC.

Institutional Holders
137
Q1 2026
Reported Value
$179M
Ticker
USNA
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 160Q4 ’18Q1 ’19: 157Q2 ’19: 143Q2 ’19Q3 ’19: 138Q2 ’21: 169Q2 ’21Q4 ’21: 169Q4 ’22: 151Q4 ’22Q4 ’25: 122Q1 ’26: 137Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $18.8BQ4 ’18Q1 ’19: $1.5BQ2 ’19: $1.4BQ2 ’19Q3 ’19: $1.4BQ2 ’21: $3.2BQ2 ’21Q4 ’21: $4.4BQ4 ’22: $183MQ4 ’22Q4 ’25: $270MQ1 ’26: $179MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
SUMMIT WEALTH GROUP LLC / CO$950M AUM4.62%$65M1.66MQ4 2025OLDER
Nantahala Capital Management, LLC$2.7B AUM0.52%$14M810.1KQ1 2026
PZENA INVESTMENT MANAGEMENT LLC$30.8B AUM0.06%$19M1.11MQ1 2026
Counterpoint Mutual Funds LLC$666M AUM0.06%$421,29815.6KQ4 2025OLDER
Cypress Capital, LLC$370M AUM0.06%$205,0827.4KQ3 2025OLDER
DENALI ADVISORS LLC$900M AUM0.05%$500,96716.4KQ2 2025OLDER
Numerai GP LLC$997M AUM0.05%$501,84328.7KQ1 2026
Dynamic Technology Lab Private Ltd$615M AUM0.04%$262,66115.0KQ1 2026
Polymer Capital Management (US) LLC$988M AUM0.04%$350,76712.7KQ3 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.03%$2M99.1KQ1 2026
DGS Capital Management, LLC$609M AUM0.03%$207,87611.9KQ1 2026
Inspire Investing, LLC$1.7B AUM0.03%$512,95429.4KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.03%$18M1.02MQ1 2026
iSAM Funds (UK) Ltd$203M AUM0.02%$119,6504.3KQ3 2025OLDER
Unison Advisors LLC$1.3B AUM0.02%$314,46018.0KQ1 2026
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$371,18412.2KQ2 2025OLDER
Safe Harbor Fiduciary, LLC$105M AUM0.02%$24,424800Q2 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.02%$219,8778.0KQ3 2025OLDER
Brooklyn Investment Group$3.2B AUM0.02%$673,69638.6KQ1 2026
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.01%$3M193.0KQ1 2026
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$524,93819.1KQ3 2025OLDER
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.01%$200,48210.5KQ1 2026
Quantbot Technologies LP$2.4B AUM0.01%$253,89214.5KQ1 2026
ROYCE & ASSOCIATES LP$10.1B AUM0.01%$793,33045.4KQ1 2026
Empowered Funds, LLC$15.7B AUM0.01%$1M66.3KQ1 2026
Brandywine Global Investment Management, LLC$14.9B AUM0.01%$1M37.9KQ3 2025OLDER
State of Wyoming$844M AUM0.01%$56,8123.3KQ1 2026
Aquatic Capital Management LLC$3.5B AUM0.01%$228,84013.1KQ1 2026
WealthCollab, LLC$243M AUM0.01%$15,933912Q1 2026
Horizon Investments, LLC$8.9B AUM0.01%$490,61017.8KQ3 2025OLDER
Cornerstone Planning Group LLC$749M AUM0.01%$35,978401Q3 2025OLDER
Ethic Inc.$6.4B AUM0.01%$287,4549.2KQ2 2025OLDER
CAXTON ASSOCIATES LLP$4.4B AUM0.01%$201,9566.6KQ2 2025OLDER
Vident Advisory, LLC$11.7B AUM0.00%$437,22014.3KQ2 2025OLDER
FIRST CITIZENS BANK & TRUST CO$4.7B AUM0.00%$224,0918.1KQ3 2025OLDER
Centiva Capital, LP$13.6B AUM0.00%$294,7069.7KQ2 2025OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$546,00731.3KQ1 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD$32.1B AUM0.00%$1M42.0KQ3 2025OLDER
Walleye Capital LLC$24.0B AUM0.00%$1M66.3KQ4 2025OLDER
TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM0.00%$989,73435.9KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.00%$347,34011.4KQ2 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$300,15217.2KQ1 2026
XTX Topco Ltd$5.8B AUM0.00%$194,49411.1KQ1 2026
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$15M834.2KQ1 2026
Assenagon Asset Management S.A.$80.2B AUM0.00%$2M97.0KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$5M296.4KQ1 2026
Creative Planning$147.4B AUM0.00%$3M193.1KQ1 2026
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$1M70.4KQ1 2026
Allianz Asset Management GmbH$95.4B AUM0.00%$2M117.5KQ1 2026
STRS OHIO$25.2B AUM0.00%$541,57031.0KQ1 2026
Illinois Municipal Retirement Fund$7.9B AUM0.00%$165,6036.0KQ3 2025OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$1M72.4KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$3M144.6KQ1 2026
Magnetar Financial LLC$9.8B AUM0.00%$192,43211.0KQ1 2026
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$3M182.5KQ1 2026
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$212,7417.7KQ3 2025OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$2,53483Q2 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$3M191.0KQ1 2026
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$238,39613.6KQ1 2026
State of Tennessee, Department of Treasury$29.8B AUM0.00%$407,41823.3KQ1 2026
Red Tortoise LLC$240M AUM0.00%$3,249186Q1 2026
Investors Portfolio Services LLC$108M AUM0.00%$1,38679Q1 2026
NORDEA INVESTMENT MANAGEMENT AB$107.2B AUM0.00%$1M50.9KQ3 2025OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$525,16630.1KQ1 2026
KLP KAPITALFORVALTNING AS$25.5B AUM0.00%$307,47217.6KQ1 2026
TopTier Wealth Management, LLC$163M AUM0.00%$1,957112Q1 2026
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$462,10215.1KQ2 2025OLDER
New Age Alpha Advisors, LLC$2.1B AUM0.00%$23,8111.2KQ4 2025OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$311,05317.8KQ1 2026
SEI INVESTMENTS CO$108.4B AUM0.00%$1M59.7KQ1 2026
Verition Fund Management LLC$15.4B AUM0.00%$231,4208.4KQ3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$6M333.1KQ1 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.6B AUM0.00%$67,5252.5KQ3 2025OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$729,55226.5KQ3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$549,72318.0KQ2 2025OLDER
Envestnet Portfolio Solutions, Inc.$18.1B AUM0.00%$214,0087.8KQ3 2025OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$1M52.1KQ3 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$2M93.0KQ1 2026
Man Group plc$55.1B AUM0.00%$352,38720.2KQ1 2026
Key FInancial Inc$562M AUM0.00%$3,494200Q1 2026
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$19,5841.1KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$1M61.2KQ1 2026
Tidal Investments LLC$47.4B AUM0.00%$271,22215.5KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$20,4401.2KQ1 2026
MetLife Investment Management, LLC$19.6B AUM0.00%$101,6585.8KQ1 2026
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$60,4993.5KQ1 2026
Point72 Asset Management, L.P.$78.1B AUM0.00%$366,90521.0KQ1 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$811,62146.5KQ1 2026
Quantinno Capital Management LP$59.9B AUM0.00%$218,67212.5KQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$21M1.19MQ1 2026
COMERICA BANK$25.1B AUM0.00%$93,8353.4KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$6M300.6KQ1 2026
Private Wealth Management Group, LLC$381M AUM0.00%$1,26846Q3 2025OLDER
Swiss National Bank$173.8B AUM0.00%$595,08021.6KQ3 2025OLDER
High Note Wealth, LLC$509M AUM0.00%$1,43547Q2 2025OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$10,797618Q1 2026
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$6M338.3KQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$1M67.8KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M73.4KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$288,28210.5KQ3 2025OLDER
Ensign Peak Advisors, Inc$53.7B AUM0.00%$177,5606.4KQ3 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$34920Q1 2026
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$5M264.4KQ1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$18M934.3KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$200,39911.5KQ1 2026
McIlrath & Eck, LLC$1.3B AUM0.00%$3,459198Q1 2026
CWM, LLC$38.1B AUM0.00%$97,4135.6KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$13,574777Q1 2026
Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM0.00%$105,6273.8KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$270,66915.5KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$2M98.4KQ1 2026
Parkworth Wealth Management, Inc.$139M AUM0.00%$30510Q2 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$4,525259Q1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$8M479.0KQ1 2026
HSBC HOLDINGS PLC$191.6B AUM0.00%$392,95322.5KQ1 2026
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$258,27614.8KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M91.1KQ1 2026
Versant Capital Management, Inc$1.1B AUM0.00%$1,764101Q1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$5,572319Q1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$917,80452.5KQ1 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$156,4249.0KQ1 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$481,85827.6KQ1 2026
STATE STREET CORP$2.90T AUM0.00%$4M248.0KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$615,66135.2KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$895,30251.2KQ1 2026
Bare Financial Services, Inc$378M AUM0.00%$50729Q1 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$89,3945.1KQ1 2026
Sterling Capital Management LLC$5.3B AUM0.00%$6,237357Q1 2026
SIGNATUREFD, LLC$6.5B AUM0.00%$7,652438Q1 2026
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$174,7078.9KQ4 2025OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$447,43916.2KQ3 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$704,05840.3KQ1 2026
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$329,19516.8KQ1 2026
Nuveen, LLC$369.3B AUM0.00%$392,70822.5KQ1 2026
Fortitude Family Office, LLC$448M AUM0.00%$45426Q1 2026
Salomon & Ludwin, LLC$1.1B AUM0.00%$1,03238Q3 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$66,3163.8KQ1 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$1,43352Q3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$483,84927.7KQ1 2026
UBS Group AG$666.3B AUM0.00%$414,24823.7KQ1 2026
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$2,28783Q3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$751,29843.0KQ1 2026
MAI Capital Management$17.7B AUM0.00%$9,609550Q1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$464,34823.7KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$5,459317Q1 2026
True Wealth Design, LLC$360M AUM0.00%$17510Q1 2026
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$89151Q1 2026
Arax Advisory Partners$3.5B AUM0.00%$1,60792Q1 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$55120Q3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$28,1301.6KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$83,8734.8KQ1 2026
SJS Investment Consulting Inc.$819M AUM0.00%$33219Q1 2026
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.00%$1937Q3 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$10,639609Q1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$10,855553Q4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$307,00011.1KQ3 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$34,4662.0KQ1 2026
NewSquare Capital LLC$1.2B AUM0.00%$30510Q2 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$5,294303Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$88,9945.1KQ1 2026
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$82730Q3 2025OLDER
BARROW HANLEY MEWHINNEY & STRAUSS LLC$30.5B AUM0.00%$3,704212Q1 2026
CITIGROUP INC$234.5B AUM0.00%$26,4311.5KQ1 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$3,770220Q1 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$10,202584Q1 2026
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$14,739535Q3 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$22713Q1 2026
UMB Bank, n.a.$7.2B AUM0.00%$55120Q3 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$1,54356Q3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$12,001687Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$43,0002.5KQ1 2026
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$1,52087Q1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$875Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$78,5874.4KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$2,760158Q1 2026
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$523Q1 2026
Legal & General Group Plc$432.4B AUM0.00%$17,156982Q1 2026
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$1408Q1 2026
US BANCORP \DE\$82.4B AUM0.00%$2,201126Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$4,915161Q2 2025OLDER
FMR LLC$1.90T AUM0.00%$26,8361.5KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2,876170Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$352Q1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$2,289131Q1 2026
Optiver Holding B.V.$289.5B AUM0.00%$1,32876Q1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$281Q3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$62936Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$875Q1 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$171Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.