Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in USNA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.2M | $20.8M | +7.0% | 6.450% | 0.00% |
| 2 | PZENA INVESTMENT MANAGEMENT LLC | 1.1M | $19.4M | -2.3% | 6.008% | 0.06% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 1.0M | $17.8M | -11.3% | 5.514% | 0.03% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 834K | $14.6M | -1.7% | 4.520% | 0.00% |
| 5 | Nantahala Capital Management, LLC | 810K | $14.2M | +38.5% | 4.389% | 0.73% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 479K | $8.4M | — | 2.595% | 0.00% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 338K | $5.9M | — | 1.833% | 0.00% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 333K | $5.8M | -5.9% | 1.805% | 0.00% |
| 9 | AQR CAPITAL MANAGEMENT LLC | 296K | $5.2M | +427.4% | 1.606% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 264K | $4.6M | +3.8% | 1.433% | 0.00% |
| 11 | STATE STREET CORP | 248K | $4.3M | +3.7% | 1.344% | 0.00% |
| 12 | Creative Planning | 193K | $3.4M | +55.1% | 1.046% | 0.00% |
| 13 | JACOBS LEVY EQUITY MANAGEMENT, INC | 193K | $3.4M | -23.4% | 1.046% | 0.01% |
| 14 | AMERICAN CENTURY COMPANIES INC | 191K | $3.3M | -9.1% | 1.035% | 0.00% |
| 15 | D. E. Shaw & Co., Inc. | 182K | $3.2M | -9.9% | 0.989% | 0.00% |
| 16 | MORGAN STANLEY | 155K | $2.7M | -48.3% | 0.842% | 0.00% |
| 17 | TWO SIGMA INVESTMENTS, LP | 145K | $2.5M | +43.8% | 0.784% | 0.00% |
| 18 | Allianz Asset Management GmbH | 117K | $2.1M | +32.3% | 0.637% | 0.00% |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 99K | $1.7M | +6.3% | 0.537% | 0.03% |
| 20 | NORTHERN TRUST CORP | 98K | $1.7M | +0.5% | 0.533% | 0.00% |
| 21 | Assenagon Asset Management S.A. | 97K | $1.7M | -5.3% | 0.526% | 0.00% |
| 22 | MILLENNIUM MANAGEMENT LLC | 93K | $1.6M | -67.4% | 0.504% | 0.00% |
| 23 | GOLDMAN SACHS GROUP INC | 91K | $1.6M | -1.2% | 0.494% | 0.00% |
| 24 | AMERIPRISE FINANCIAL INC | 73K | $1.3M | -2.1% | 0.398% | 0.00% |
| 25 | LAZARD ASSET MANAGEMENT LLC | 72K | $1.3M | — | 0.392% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in USNA — a direct measure of their conviction.
Filings activity in USNA during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 135 | +13% | 48.10% | 7.74 pp | $177M | 14% |
| Q4 2025 | 120 | 25% | 55.84% | 26.19 pp | $205M | 32% |
| Q3 2025 | 161 | 2.4% | 82.03% | 7.60 pp | $301M | 8.5% |
| Q2 2025 | 165 | +1.9% | 89.63% | +13.23 pp | $329M | +17% |
| Q1 2025 | 162 | +6.6% | 76.40% | 26.34 pp | $281M | 26% |
| Q4 2024 | 152 | +3.4% | 102.74% | 4.38 pp | $378M | 4.1% |
| Q3 2024 | 147 | 5.8% | 107.12% | 45.91 pp | $394M | 30% |
| Q2 2024 | 156 | — | 153.03% | — | $562M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying USNA stock.
Based on Q1 2026 13F filings, institutional ownership of USANA Health Sciences, Inc. stands at 48.1%, held across 135 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of USNA, with approximately 1,190,416 shares worth $0.02B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of USNA, including RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for USNA is 56 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
29 institutions opened new positions in USNA during Q1 2026, while 14 fully exited. 26 added to existing positions and 78 trimmed.
USNA institutional ownership fell by 7.74 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 66.0% of all reported 13F value in USNA, and the top 25 account for 86.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
USANA Health Sciences, Inc. (USNA) Institutional Ownership