| 959K |
| $20.5M |
| -5.8% |
| 5.192% |
| 0.03% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 837K | $17.9M | +0.4% | 4.536% | 0.00% |
| 5 | Nantahala Capital Management, LLC | 810K | $17.3M | 0.0% | 4.388% | 0.29% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 487K | $10.4M | +1.7% | 2.640% | 0.00% |
| 7 | Creative Planning | 418K | $8.9M | +116.4% | 2.264% | 0.01% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 408K | $8.7M | +37.7% | 2.210% | 0.00% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 363K | $7.8M | +7.4% | 1.968% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 283K | $6.0M | +7.1% | 1.534% | 0.00% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 272K | $5.8M | -18.3% | 1.474% | 0.00% |
| 12 | STATE STREET CORP | 261K | $5.6M | +5.3% | 1.415% | 0.00% |
| 13 | Nuveen, LLC | 239K | $5.1M | +965.3% | 1.297% | 0.00% |
| 14 | AMERICAN CENTURY COMPANIES INC | 187K | $4.0M | -1.9% | 1.015% | 0.00% |
| 15 | JACOBS LEVY EQUITY MANAGEMENT, INC | 181K | $3.9M | -6.4% | 0.978% | 0.01% |
| 16 | TWO SIGMA INVESTMENTS, LP | 166K | $3.5M | +14.4% | 0.897% | 0.00% |
| 17 | MORGAN STANLEY | 164K | $3.5M | +5.7% | 0.890% | 0.00% |
| 18 | D. E. Shaw & Co., Inc. | 157K | $3.3M | -14.1% | 0.850% | 0.00% |
| 19 | Allianz Asset Management GmbH | 142K | $3.0M | +21.2% | 0.771% | 0.00% |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 138K | $2.9M | +39.4% | 0.748% | 0.05% |
| 21 | ALGERT GLOBAL LLC | 132K | $2.8M | +91.8% | 0.714% | 0.03% |
| 22 | GOLDMAN SACHS GROUP INC | 123K | $2.6M | +35.2% | 0.668% | 0.00% |
| 23 | UBS Group AG | 116K | $2.5M | +388.7% | 0.628% | 0.00% |
| 24 | LAZARD ASSET MANAGEMENT LLC | 97K | $2.1M | +34.4% | 0.527% | 0.00% |
| 25 | NORTHERN TRUST CORP | 94K | $2.0M | -4.0% | 0.512% | 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.
| 56.50% |
| +0.65 pp |
| $281M |
| 26% |
| Q4 2024 | 152 | +3.4% | 55.85% | +0.83 pp | $378M | 4.1% |
| Q3 2024 | 147 | — | 55.02% | — | $394M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
21 institutions opened new positions in USNA during Q2 2026, while 17 fully exited. 97 added to existing positions and 16 trimmed.
USNA institutional ownership rose by 5.66 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 65.2% of all reported 13F value in USNA, and the top 25 account for 87.2%.
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