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Usio Inc (USIO)

CUSIP: 917313108 | NYSE | Technology · Software - Infrastructure | Micro Cap | 104 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
13GTall Pines Capital, LLC
with Stonebridge Wealth Management, LLC
1,748,2235.4%New 5%+ stakeAug 24, 2026No 13F filer matched
13GTall Pines Capital, LLC1,748,223
5.4% of class · Aug 24, 2026New 5%+ stake
with Stonebridge Wealth Management, LLC
No 13F filer matched

Institutional Holders — Q3 2026

Stonebridge Wealth Management, LLC279,067
0.7% of portfolio›$750.7K
Perkins Capital Management Inc264,000
0.5% of portfolio›$710.2K
Geode Capital Management, LLC202,343
0.0% of portfolio›$544.4K
North Star Investment Management Corp.180,000
0.0% of portfolio›$484.2K
Dimensional Fund Advisors LP65,311
0.0% of portfolio›$175.7K
Allworth Financial LP41,234
0.0% of portfolio›$102.3K
Financial Life Advisors23,274
0.0% of portfolio›$62.6K
Investors Asset Management of Georgia Inc20,000
0.0% of portfolio›$53.8K
Accretive Wealth Partners, LLC16,500
0.0% of portfolio›$44.4K
FNY Investment Advisers, LLC10,000
0.0% of portfolio›$26
Caitong International Asset Management Co., Ltd206
0.0% of portfolio›$554
SBI Securities Co., Ltd.167
0.0% of portfolio›$449
Balance Wealth Partners LLC5
0.0% of portfolio›$13
Barclays PLC5
0.0% of portfolio›$13
StyleTurnoverLocationFiled
Stonebridge Wealth Management, LLC
279,067$750.7K0.7%ETFLowOak Brook, IL2026-10-09
Perkins Capital Management Inc
264,000$710.2K0.5%GrowthLowWayzata, MN2026-11-02
Geode Capital Management, LLC
202,343$544.4K0.0%IndexVery LowBoston, MA2026-11-06
North Star Investment Management Corp.
180,000$484.2K0.0%CoreLowChicago, IL2026-10-27
Dimensional Fund Advisors LP
65,311$175.7K0.0%IndexLowAustin, TX2026-11-04
Allworth Financial LP
41,234$102.3K0.0%IndexLowFolsom, CA2026-11-06
Financial Life Advisors
23,274$62.6K0.0%ETFLowSan Antonio, TX2026-10-14
Investors Asset Management of Georgia Inc
20,000$53.8K0.0%GARPLowAtlanta, GA2026-10-20
Accretive Wealth Partners, LLC
16,500$44.4K0.0%ETFVery LowParsippany, NJ2026-11-06
FNY Investment Advisers, LLC
10,000$260.0%GrowthVery HighNew York, NY2026-10-16
Caitong International Asset Management Co., Ltd
206$5540.0%GrowthVery HighHong Kong, South Korea2026-10-29
SBI Securities Co., Ltd.
167$4490.0%Agg GrowthLowTokyo, Mexico2026-10-22
Balance Wealth Partners LLC
5$130.0%ETFMediumWorthington, OH2026-10-27
Barclays PLC
5$130.0%CoreMediumLondon, United Kingdom2026-11-06