Usana Health SciencesUSNA

13F holders, Q3 2025 (September 30)
165holders +1
23new positions
21sold out
6famous investors
$29.03avg. 13F price*

At the end of Q3 2025, 165 institutions reported holding Usana Health Sciences Inc. (USNA) in their 13F filings, up 1 from Q2 2025. 23 opened new positions and 21 sold out. The largest holders were Summit Wealth Group LLC / Co. ($64.7M), BlackRock, Inc. ($49.5M) and Pzena Investment Management LLC ($33.4M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Usana Health Sciences Inc.
CUSIP
90328M107
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 161Q1 2024Q2 2024: 154Q2 2024Q3 2024: 147Q3 2024Q4 2024: 152Q4 2024Q1 2025: 162Q1 2025Q2 2025: 164Q2 2025Q3 2025: 165Q3 2025Q4 2025: 121Q4 2025Q1 2026: 139Q1 2026Q2 2026: 137Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions23$69.3M
Exits21$6.4M

All 13F filers, Q2 2025 → Q3 2025: 2,688,097 shares bought and 905,353 shares sold, net +1,782,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 165 holders

Summit Wealth Group LLC / Co. 6.86% New 1,662,026 $64.7M
BlackRock, Inc. 0.00% Add +0.2% 1,796,321 $49.5M
Pzena Investment Management LLC 0.11% Add +1.2% 1,212,588 $33.4M
Renaissance Technologies 0.04% Reduce -2.5% 1,125,530 $31.0M
Vanguard Group Inc. 0.00% Add +5.7% 1,069,032 $29.5M
Dimensional Fund Advisors LP 0.01% Add +1.9% 915,049 $25.2M
State Street Corp. 0.00% Add +0.3% 427,493 $11.8M
Morgan Stanley 0.00% Reduce -0.8% 327,093 $9.0M
Charles Schwab Investment Management Inc. 0.00% Add +26.3% 288,079 $7.9M
Jacobs Levy Equity Management, Inc. 0.03% Reduce -24.4% 264,973 $7.3M
American Century Companies Inc. 0.00% Add +2.2% 260,560 $7.2M
Geode Capital Management, LLC 0.00% Reduce -16.2% 260,206 $7.2M
Two Sigma Investments, LP 0.01% Add +349.9% 160,933 $4.4M
Goldman Sachs Group Inc. 0.00% Reduce -7.4% 154,538 $4.3M
Nuveen, LLC 0.00% Add +43.9% 145,873 $4.0M
Walleye Capital LLC 0.03% Add +182.2% 129,337 $3.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +26.4% 123,325 $3.4M
Northern Trust Corp. 0.00% Reduce -3.9% 119,850 $3.3M
Bank of America Corp. 0.00% Add +55.3% 113,139 $3.1M
Invesco Ltd. 0.00% Reduce -2.0% 109,363 $3.0M
Assenagon Asset Management S.A. 0.00% Reduce -2.1% 102,187 $2.8M
Ameriprise Financial Inc. 0.00% Reduce -32.9% 100,729 $2.8M
Bridgeway Capital Management, LLC 0.05% Add +65.4% 87,455 $2.4M
Bank of New York Mellon Corp 0.00% Reduce -2.1% 86,992 $2.4M
Two Sigma Advisers, LP 0.00% Add +469.5% 80,300 $2.2M
Algert Global LLC 0.04% Add +15.0% 76,862 $2.1M
AQR Capital Management 0.00% Add +419.9% 75,827 $2.1M
Empowered Funds, LLC 0.02% Add +96.1% 54,655 $1.5M
Principal Financial Group Inc. 0.00% Reduce -2.7% 52,121 $1.4M
Citadel Advisors 0.00% Reduce -68.8% 51,997 $1.4M
Nordea Investment Management AB 0.00% Reduce -1.5% 50,859 $1.4M
D. E. Shaw & Co. 0.00% Reduce -33.1% 50,570 $1.4M
Acadian Asset Management LLC 0.00% Add +75.3% 48,291 $1.3M
Exchange Traded Concepts, LLC 0.01% Add +497.0% 47,204 $1.3M
Allianz Asset Management GmbH 0.00% Add +126.0% 47,203 $1.3M
Royce & Associates LP 0.01% Reduce -11.3% 44,308 $1.2M
Public Sector Pension Investment Board 0.00% Add +14.0% 42,011 $1.2M
UBS Group AG 0.00% Reduce -12.2% 39,271 $1.1M
Brandywine Global Investment Management, LLC 0.01% New 37,910 $1.0M
Deutsche Bank AG 0.00% No change 36,121 $995K
Teacher Retirement System of Texas 0.00% Add +41.0% 35,925 $990K
Millennium Management 0.00% Reduce -71.4% 34,992 $964K
Rhumbline Advisers 0.00% Reduce -0.3% 33,951 $935K
Jane Street Group, LLC 0.00% Add +229.7% 33,331 $918K
Barclays PLC 0.00% Reduce -19.2% 31,203 $860K
Creative Planning 0.00% Add +48.0% 29,682 $818K
Legal & General Group Plc 0.00% Reduce -2.1% 28,790 $793K
Prudential Financial Inc. 0.00% Add +22.8% 26,481 $730K
Tudor Investment Corporation 0.00% New 24,116 $664K
Man Group plc 0.00% Reduce -4.1% 22,586 $622K
Swiss National Bank 0.00% No change 21,600 $595K
KLP Kapitalforvaltning As 0.00% No change 19,900 $548K
Quadrant Capital Group LLC 0.02% Reduce -2.6% 19,496 $537K
Martingale Asset Management L P 0.01% Add +0.6% 19,054 $525K
Public Employees Retirement System of Ohio 0.00% Reduce -20.8% 18,631 $513K
ExodusPoint Capital Management, LP 0.01% New 18,073 $498K
Unison Advisors LLC 0.05% No change 18,000 $496K
STRS Ohio 0.00% Add +429.4% 18,000 $496K
Horizon Investments, LLC 0.01% Add +10.2% 17,808 $491K
Inspire Investing, LLC 0.04% New 16,444 $453K
Franklin Resources Inc. 0.00% Add +25.6% 16,241 $447K
Tidal Investments LLC 0.00% Reduce -5.1% 16,038 $442K
Aquatic Capital Management LLC 0.01% Reduce -42.8% 14,433 $398K
Engineers Gate Manager LP 0.00% New 12,873 $355K
Polymer Capital Management (US) LLC 0.05% Reduce -8.1% 12,732 $351K
Alliancebernstein L.P. 0.00% No change 12,670 $349K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -52.9% 12,596 $347K
New York State Teachers Retirement System 0.00% Add +0.9% 12,600 $347K
State of Wyoming 0.04% Add +55.2% 11,986 $330K
Russell Investments Group, Ltd. 0.00% Reduce -11.1% 11,889 $328K
Arrowstreet Capital, Limited Partnership 0.00% Reduce -15.3% 11,705 $322K
T. Rowe Price Associates Inc. 0.00% Add +6.5% 11,138 $307K
California State Teachers Retirement System 0.00% Add +0.0% 10,691 $295K
Marshall Wace, LLP 0.00% New 10,464 $288K
CANADA LIFE ASSURANCE Co 0.00% Add +19.5% 10,382 $287K
Wells Fargo & Company 0.00% Add +3.0% 9,656 $266K
Dynamic Technology Lab Private Ltd 0.05% New 9,660 $266K
JPMorgan Chase & Co. 0.00% Reduce -5.1% 9,404 $259K
SG Americas Securities, LLC 0.00% New 9,269 $255K
Quantinno Capital Management LP 0.00% New 8,611 $237K
Verition Fund Management LLC 0.00% Reduce -73.0% 8,400 $231K
First Citizens Bank & Trust Co. 0.00% Reduce -12.9% 8,134 $224K
Linden Thomas Advisory Services, LLC 0.02% Reduce -1.0% 7,981 $220K
Summit Global Investments 0.01% New 7,871 $217K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -13.5% 7,768 $214K
Thrivent Financial for Lutherans 0.00% Reduce -2.1% 7,777 $214K
Intech Investment Management LLC 0.00% Add +13.5% 7,722 $213K
HSBC Holdings PLC 0.00% Reduce -24.3% 7,717 $212K
LSV Asset Management 0.00% New 7,600 $209K
Cypress Capital, LLC 0.06% Reduce -1.0% 7,444 $205K
State of Tennessee, Department of Treasury 0.00% Add +161.3% 7,182 $198K
Ensign Peak Advisors, Inc 0.00% No change 6,445 $178K
Harbor Capital Advisors, Inc. 0.01% Reduce -5.6% 6,299 $174K
State of Alaska, Department of Revenue 0.00% Reduce -4.4% 6,141 $168K
Illinois Municipal Retirement Fund 0.00% No change 6,011 $166K
MetLife Investment Management, LLC 0.00% Reduce -13.2% 5,819 $160K
Citigroup Inc. 0.00% Reduce -61.0% 5,601 $154K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -14.6% 5,207 $143K
Cwm, LLC 0.00% Add +66.8% 4,608 $127K
iSAM Funds (UK) Ltd 0.02% New 4,343 $120K

"% of holder's portfolio" is USNA's weight in each manager's 13F, not the share of Usana Health Sciences Inc. the manager owns.

Show all 165 holders