Who owns USANA Health Sciences (USNA)
Which tracked institutional funds hold USNA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USNA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on USNA is one-sided between 2026-Q1 and 2026-Q2: 33 added or opened and 9 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
USNA’s largest tracked holder by dollar value, SUMMIT WEALTH GROUP LLC / CO, sizes it at 5.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in USNA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 130 tracked filers holding USNA, 79 increased or opened the position and 62 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in USNA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 4
- ACADIAN ASSET MANAGEMENT LLC$2M
- TUDOR INVESTMENT CORP ET AL$1M
- Brooklyn Investment Group$674K
- ExodusPoint Capital Management, LP$546K
Largest adds
- BlackRock, Inc.$12M
- PZENA INVESTMENT MANAGEMENT LLC$6M
- Creative Planning$6M
- Nuveen, LLC$5M
- AQR CAPITAL MANAGEMENT LLC$4M
- DIMENSIONAL FUND ADVISORS LP$3M
Largest trims
- MILLENNIUM MANAGEMENT LLC$1M
- Assenagon Asset Management S.A.$879K
- EverSource Wealth Advisors, LLC$769K
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$582K
- SEI INVESTMENTS CO$402K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,554,189 | $33M | 9.7% | 2026-Q2 |
| PZENA INVESTMENT MANAGEMENT LLC added | 1,205,587 | $26M | 7.5% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 958,520 | $20M | 6.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 837,426 | $18M | 5.2% | 2026-Q2 |
| Nantahala Capital Management, LLC | 810,074 | $17M | 5.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 487,370 | $10M | 3.1% | 2026-Q2 |
| Creative Planning added | 417,971 | $9M | 2.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 408,086 | $9M | 2.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 363,377 | $8M | 2.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 283,165 | $6M | 1.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 272,208 | $6M | 1.7% | 2026-Q2 |
| STATE STREET CORP added | 261,240 | $6M | 1.6% | 2026-Q2 |
| Nuveen, LLC added | 239,477 | $5M | 1.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 187,348 | $4M | 1.2% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 180,567 | $4M | 1.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 165,514 | $4M | 1.0% | 2026-Q2 |
| MORGAN STANLEY added | 164,363 | $4M | 1.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 156,835 | $3M | 1.0% | 2026-Q2 |
| Allianz Asset Management GmbH added | 142,399 | $3M | 0.9% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 138,153 | $3M | 0.9% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 131,758 | $3M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 123,267 | $3M | 0.8% | 2026-Q2 |
| UBS Group AG added | 115,886 | $2M | 0.7% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 97,311 | $2M | 0.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 94,467 | $2M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 72,735 | $2M | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 72,578 | $2M | 0.5% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 70,940 | $2M | 0.4% | 2026-Q2 |
| Empowered Funds, LLC added | 70,253 | $1M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 51,734 | $1M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 50,223 | $1M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 45,318 | $968K | 0.3% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 41,407 | $884K | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 38,500 | $822K | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 38,213 | $816K | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 36,400 | $777K | 0.2% | 2026-Q2 |
| STRS OHIO added | 33,900 | $724K | 0.2% | 2026-Q2 |
| Inspire Investing, LLC added | 32,181 | $687K | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 31,960 | $673K | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 31,418 | $671K | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 30,047 | $642K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 29,289 | $625K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 26,961 | $576K | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 26,732 | $571K | 0.2% | 2026-Q2 |
| Verdad Advisers, LP added | 26,068 | $557K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 23,284 | $497K | 0.1% | 2026-Q2 |
| Man Group plc added | 22,944 | $490K | 0.1% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 21,600 | $461K | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 18,606 | $397K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 18,576 | $397K | 0.1% | 2026-Q2 |
| Unison Advisors LLC | 18,000 | $384K | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 17,996 | $384K | 0.1% | 2026-Q2 |
| Numerai GP LLC trimmed | 17,896 | $382K | 0.1% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS | 17,600 | $376K | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 17,182 | $367K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 20,470 | $358K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 16,698 | $357K | 0.1% | 2026-Q2 |
| Park Capital Management, LLC / WI new | 16,166 | $345K | 0.1% | 2026-Q2 |
| Magnetar Financial LLC added | 16,017 | $342K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 15,816 | $338K | 0.1% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC new | 14,914 | $318K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 14,510 | $310K | 0.1% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC new | 14,507 | $310K | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 14,473 | $309K | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 14,098 | $301K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 14,063 | $300K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd new | 13,975 | $298K | 0.1% | 2026-Q2 |
| Focus Partners Wealth new | 13,714 | $293K | 0.1% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO new | 1,662,026 | $65M | 19.0% | 2025-Q3 stale (3 quarters behind) |
| VANGUARD GROUP INC trimmed | 934,316 | $18M | 5.4% | 2025-Q4 stale (2 quarters behind) |
| ACADIAN ASSET MANAGEMENT LLC added | 101,108 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| NORGES BANK trimmed | 40,980 | $2M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 52,121 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 50,859 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Walleye Capital LLC trimmed | 66,269 | $1M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA ADVISERS, LP trimmed | 65,700 | $1M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| TUDOR INVESTMENT CORP ET AL trimmed | 70,447 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| PUBLIC SECTOR PENSION INVESTMENT BOARD added | 42,011 | $1M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Brandywine Global Investment Management, LLC new | 37,910 | $1M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 35,925 | $990K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| PRUDENTIAL FINANCIAL INC added | 26,481 | $730K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Brooklyn Investment Group added | 38,563 | $674K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Swiss National Bank | 21,600 | $595K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| ExodusPoint Capital Management, LP added | 31,254 | $546K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| MARTINGALE ASSET MANAGEMENT L P added | 19,054 | $525K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| DENALI ADVISORS LLC | 16,409 | $501K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Horizon Investments, LLC added | 17,808 | $491K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 27,696 | $484K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 23,655 | $464K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| STATE OF WISCONSIN INVESTMENT BOARD added | 15,136 | $462K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| FRANKLIN RESOURCES INC added | 16,241 | $447K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Vident Advisory, LLC new | 14,321 | $437K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Campbell & CO Investment Adviser LLC trimmed | 12,158 | $371K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Versor Investments LP trimmed | 11,840 | $361K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Polymer Capital Management (US) LLC trimmed | 12,732 | $351K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Jump Financial, LLC new | 11,377 | $347K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM added | 12,600 | $347K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 11,138 | $307K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Centiva Capital, LP trimmed | 9,653 | $295K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| MARSHALL WACE, LLP added | 10,464 | $288K | 0.1% | 2025-Q3 stale (3 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.