USANA HEALTH SCIENCES INC - Common Stock (USNA) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
USNA on NYSE
Shares outstanding
18,444,609
Price per share
$22.24
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
10,470,209
Total reported value
$205,592,708
% of total 13F portfolios
0%
Share change
-2,314,416
Value change
-$82,095,553
Number of holders
117
Price from insider filings
$22.24
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of USANA HEALTH SCIENCES INC - Common Stock (USNA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PZENA INVESTMENT MANAGEMENT LLC 6.6% +18% $33,406,921 +$4,490,060 1,212,588 +16% PZENA INVESTMENT MANAGEMENT LLC 30 Sep 2025
VANGUARD GROUP INC 5.4% -26% $30,889,735 -$11,055,676 1,011,783 -26% The Vanguard Group 30 Jun 2025
DIMENSIONAL FUND ADVISORS LP 4.6% -8% $16,655,113 -$1,307,299 848,452 -7.3% Dimensional Fund Advisors LP 31 Dec 2025
BlackRock, Inc. 4.4% $15,690,180 799,296 BlackRock, Inc. 31 Dec 2025

As of 31 Dec 2025, 117 institutional investors reported holding 10,470,209 shares of USANA HEALTH SCIENCES INC - Common Stock (USNA). This represents 57% of the company’s total 18,444,609 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of USANA HEALTH SCIENCES INC - Common Stock (USNA) together control 49% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
RENAISSANCE TECHNOLOGIES LLC 6.2% 1,147,323 +1.9% 0.03% $22,521,950
PZENA INVESTMENT MANAGEMENT LLC 6.2% 1,134,429 -6.4% 0.07% $22,268,841
BlackRock, Inc. 6% 1,112,001 -38% 0% $21,828,580
VANGUARD GROUP INC 5.1% 934,316 -13% 0% $18,340,623
DIMENSIONAL FUND ADVISORS LP 4.6% 848,452 -7.3% 0% $16,655,396
Nantahala Capital Management, LLC 3.2% 585,074 0.68% $11,485,003
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.9% 353,946 +23% 0% $6,947,960
MORGAN STANLEY 1.6% 300,591 -8.1% 0% $5,900,602
MILLENNIUM MANAGEMENT LLC 1.5% 285,416 +716% 0% $5,602,716
GEODE CAPITAL MANAGEMENT, LLC 1.4% 254,820 -2.1% 0% $5,003,300
JACOBS LEVY EQUITY MANAGEMENT, INC 1.4% 252,095 -4.9% 0.02% $4,948,625
STATE STREET CORP 1.3% 239,177 -44% 0% $4,695,045
AMERICAN CENTURY COMPANIES INC 1.1% 209,984 -19% 0% $4,121,986
D. E. Shaw & Co., Inc. 1.1% 202,586 +301% 0% $3,976,763
CITADEL ADVISORS LLC 0.82% 151,416 +191% 0% $2,972,297
UBS Group AG 0.75% 138,334 +252% 0% $2,715,496
Creative Planning 0.68% 124,509 +319% 0% $2,444,112
TUDOR INVESTMENT CORP ET AL 0.59% 109,686 +355% 0.01% $2,153,136
Assenagon Asset Management S.A. 0.56% 102,466 +0.27% 0% $2,011,408
TWO SIGMA INVESTMENTS, LP 0.55% 100,588 -37% 0% $1,974,542
NORTHERN TRUST CORP 0.53% 97,845 -18% 0% $1,920,697
JANE STREET GROUP, LLC 0.52% 96,422 +189% 0% $1,892,764
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.51% 93,237 +6.6% 0.04% $1,830,242
GOLDMAN SACHS GROUP INC 0.5% 92,283 -40% 0% $1,811,515
Allianz Asset Management GmbH 0.48% 88,826 +88% 0% $1,743,654

Institutional Holders of USANA HEALTH SCIENCES INC - Common Stock (USNA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 10,470,209 $205,592,708 -$82,095,553 $19.63 117
2025 Q3 12,792,979 $371,322,480 +$67,490,864 $27.55 163
2025 Q2 11,019,651 $336,438,295 +$9,242,551 $30.53 165
2025 Q1 10,744,218 $289,815,902 -$1,688,361 $26.97 161
2024 Q4 10,782,388 $386,978,127 +$4,749,701 $35.89 152
2024 Q3 10,636,039 $403,300,887 +$12,597,506 $37.92 146
2024 Q2 10,243,057 $463,409,203 +$2,332,307 $45.24 153
2024 Q1 10,175,953 $493,531,487 -$12,474,023 $48.50 160
2023 Q4 10,411,867 $558,081,568 +$7,220,319 $53.60 166
2023 Q3 10,269,393 $601,876,415 -$632,868 $58.61 157
2023 Q2 10,259,643 $646,761,284 -$12,872,617 $63.04 167
2023 Q1 10,466,477 $658,285,554 +$1,565,110 $62.90 174
2022 Q4 10,480,129 $557,592,248 +$13,272,643 $53.20 164
2022 Q3 10,236,319 $573,797,010 -$16,744,515 $56.05 160
2022 Q2 10,485,364 $758,557,876 +$4,413,865 $72.36 174
2022 Q1 10,473,529 $832,241,741 -$20,163,242 $79.45 169
2021 Q4 10,675,657 $1,080,261,774 -$17,400,416 $101.20 187
2021 Q3 10,786,811 $994,011,500 -$29,067,529 $92.20 176
2021 Q2 11,087,471 $1,135,350,602 -$42,522,551 $102.43 186
2021 Q1 11,493,562 $1,121,780,332 +$17,844,132 $97.60 194
2020 Q4 11,406,048 $879,513,939 -$34,492,406 $77.10 182
2020 Q3 11,887,560 $875,618,808 -$10,451,399 $73.65 185
2020 Q2 12,044,740 $884,195,375 +$49,722,681 $73.43 186
2020 Q1 11,319,899 $653,971,300 -$11,788,027 $57.76 161
2019 Q4 11,432,857 $897,985,616 -$17,502,934 $78.55 168
2019 Q3 11,660,480 $797,905,005 -$190,401,689 $68.39 162
2019 Q2 14,337,717 $1,138,339,664 +$26,496,628 $79.43 169
2019 Q1 14,210,272 $1,191,092,497 +$141,327,032 $83.87 184
2018 Q4 12,464,001 $1,464,891,596 -$119,606,852 $117.73 187
2018 Q3 13,418,177 $1,616,110,349 +$74,175,338 $120.55 196
2018 Q2 12,779,993 $1,472,592,382 +$94,862,852 $115.30 183
2018 Q1 12,078,954 $1,037,554,319 +$42,882,830 $85.90 166
2017 Q4 11,612,119 $859,918,593 +$54,555,450 $74.05 150
2017 Q3 10,764,899 $621,088,922 -$16,237,904 $57.70 140
2017 Q2 11,146,219 $714,493,892 +$56,894,540 $64.10 143
2017 Q1 10,284,421 $592,821,590 +$53,970,505 $57.60 152
2016 Q4 9,946,936 $608,750,814 +$285,654,106 $61.20 148
2016 Q3 5,054,657 $698,954,739 +$462,692 $138.35 138
2016 Q2 5,076,855 $565,690,048 -$19,608,196 $111.43 139
2016 Q1 5,256,236 $637,532,954 -$57,599,245 $121.42 135
2015 Q4 5,733,393 $732,654,500 -$19,771,411 $127.75 161
2015 Q3 5,871,171 $784,765,965 +$47,702,861 $134.03 163
2015 Q2 5,510,416 $753,351,539 -$36,878,703 $136.66 148
2015 Q1 5,798,532 $644,331,271 -$12,735,780 $111.12 144
2014 Q4 5,923,625 $607,737,253 -$24,599,649 $102.59 130
2014 Q3 6,210,582 $457,417,520 -$26,888,111 $73.66 122
2014 Q2 6,559,669 $512,563,772 -$77,900,705 $78.14 121
2014 Q1 7,571,366 $570,511,475 +$41,758,608 $75.34 144