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Usana Health Sciences Inc (USNA)

CUSIP: 90328M107 | NYSE | Consumer Defensive · Packaged Foods | Small Cap | 706 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AGull Global Limited7,408,34540.1%New 5%+ stakeMar 26, 2026No 13F filer matched
13D/AGull Global Limited7,408,345
40.1% of class · Mar 26, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Pzena Investment Management LLC1,113,983
0.0% of portfolio›$16.1M
Dimensional Fund Advisors LP819,844
0.0% of portfolio›$11.9M
Strs Ohio58,500
0.0% of portfolio›$846.5K
Bank of New York Mellon Corp53,382
0.0% of portfolio›$772.4K
Assenagon Asset Management S.A.38,213
0.0% of portfolio›$552.9K
Citigroup Inc32,877
0.0% of portfolio›$475.7K
Exchange Traded Concepts, LLC19,211
0.0% of portfolio›$278.0K
Unison Advisors LLC18,000
0.0% of portfolio›$260.5K
Y-Intercept (Hong Kong) Ltd15,157
0.0% of portfolio›$219.3K
State of Alaska, Department of Revenue11,950
0.0% of portfolio›$172
Parallel Advisors, LLC3,875
0.0% of portfolio›$56.1K
Gamma Investing LLC2,763
0.0% of portfolio›$40.0K
Versant Capital Management, Inc1,313
0.0% of portfolio›$19.0K
Farther Finance Advisors, LLC792
0.0% of portfolio›$11.5K
Capital Advisors, Ltd. LLC410
0.0% of portfolio›$6
Harbor Capital Advisors, Inc.367
0.0% of portfolio›$5
Fortitude Family Office, LLC361
0.0% of portfolio›$5.2K
EverSource Wealth Advisors, LLC277
0.0% of portfolio›$4.0K
Sterling Capital Management LLC221
0.0% of portfolio›$3.2K
TD Waterhouse Canada Inc.220
0.0% of portfolio›$3.2K
Key FInancial Inc200
0.0% of portfolio›$2.9K
Fifth Third Bancorp156
0.0% of portfolio›$2.3K
Private Wealth Management Group, LLC151
0.0% of portfolio›$2.2K
Bare Financial Services, Inc151
0.0% of portfolio›$2.2K
MassMutual Private Wealth & Trust, FSB112
0.0% of portfolio›$1.6K
TD Private Client Wealth LLC92
0.0% of portfolio›$1.3K
SJS Investment Consulting Inc.51
0.0% of portfolio›$738
Parkside Financial Bank & Trust36
0.0% of portfolio›$521
Covestor Ltd34
0.0% of portfolio›$1
Root Financial Partners, LLC23
0.0% of portfolio›$333
Ascentis Wealth Management, LLC23
0.0% of portfolio›$332
Caitong International Asset Management Co., Ltd21
0.0% of portfolio›$304
Essential Partners LLC4
0.0% of portfolio›$58
SBI Securities Co., Ltd.4
0.0% of portfolio›$58
StyleTurnoverLocationFiled
Pzena Investment Management LLC
1,113,983$16.1M0.0%Deep ValueMediumNew York, NY2026-10-30
Dimensional Fund Advisors LP
819,844$11.9M0.0%IndexLowAustin, TX2026-11-04
Strs Ohio
58,500$846.5K0.0%CoreMediumColumbus, OH2026-10-30
Bank of New York Mellon Corp
53,382$772.4K0.0%CoreLowNew York, NY2026-11-05
Assenagon Asset Management S.A.
38,213$552.9K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Citigroup Inc
32,877$475.7K0.0%CoreMediumNew York, NY2026-11-04
Exchange Traded Concepts, LLC
19,211$278.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Unison Advisors LLC
18,000$260.5K0.0%ETFVery LowProvidence, RI2026-10-29
Y-Intercept (Hong Kong) Ltd
15,157$219.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
State of Alaska, Department of Revenue
11,950$1720.0%CoreVery LowJuneau, AK2026-10-15
Parallel Advisors, LLC
3,875$56.1K0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
2,763$40.0K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
1,313$19.0K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
792$11.5K0.0%IndexLowSan Francisco, CA2026-10-08
Capital Advisors, Ltd. LLC
410$60.0%ETFLowShaker Heights, OH2026-10-27
Harbor Capital Advisors, Inc.
367$50.0%ValueHighChicago, IL2026-10-22
Fortitude Family Office, LLC
361$5.2K0.0%ETFMediumScottsdale, AZ2026-10-14
EverSource Wealth Advisors, LLC
277$4.0K0.0%CoreMediumBirmingham, AL2026-11-04
Sterling Capital Management LLC
221$3.2K0.0%GARPMediumCharlotte, NC2026-10-22
TD Waterhouse Canada Inc.
220$3.2K0.0%CoreLowToronto, Australia2026-10-16
Key FInancial Inc
200$2.9K0.0%ETFLowWest Chester, PA2026-11-02
Fifth Third Bancorp
156$2.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Private Wealth Management Group, LLC
151$2.2K0.0%ETFLowPrinceton, NJ2026-10-19
Bare Financial Services, Inc
151$2.2K0.0%ETFVery LowGap, PA2026-11-04
MassMutual Private Wealth & Trust, FSB
112$1.6K0.0%CoreLowSpringfield, MA2026-10-05
TD Private Client Wealth LLC
92$1.3K0.0%ETFLowNew York, NY2026-10-28
SJS Investment Consulting Inc.
51$7380.0%ETFVery LowSylvania, OH2026-10-26
Parkside Financial Bank & Trust
36$5210.0%CoreVery LowSaint Louis, MO2026-10-27
Covestor Ltd
34$10.0%ValueHighLondon, United Kingdom2026-10-30
Root Financial Partners, LLC
23$3330.0%ETFMediumEncinitas, CA2026-10-21
Ascentis Wealth Management, LLC
23$3320.0%Agg GrowthLowDallas, TX2026-11-03
Caitong International Asset Management Co., Ltd
21$3040.0%GrowthVery HighHong Kong, South Korea2026-10-29
Essential Partners LLC
4$580.0%ValueMediumRancho Santa Fe, CA2026-10-14
SBI Securities Co., Ltd.
4$580.0%Agg GrowthLowTokyo, Mexico2026-10-22