Usana Health SciencesUSNA
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $69.3M |
| Exits | 21 | $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.