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
18,372,545
Price per share
$19.63
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
11,130,949
Total reported value
$306,669,559
% of total 13F portfolios
0%
Share change
+118,509
Value change
+$2,607,143
Number of holders
161
Price from insider filings
$19.63
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 5% $25,209,691 915,049 Dimensional Fund Advisors LP 30 Sep 2025

As of 30 Sep 2025, 161 institutional investors reported holding 11,130,949 shares of USANA HEALTH SCIENCES INC - Common Stock (USNA). This represents 61% of the company’s total 18,372,545 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of USANA HEALTH SCIENCES INC - Common Stock (USNA) together control 52% 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
BlackRock, Inc. 9.8% 1,796,321 +0.16% 0% $49,488,645
PZENA INVESTMENT MANAGEMENT LLC 6.6% 1,212,588 +1.2% 0.11% $33,406,799
RENAISSANCE TECHNOLOGIES LLC 6.1% 1,125,530 -2.5% 0.04% $31,008,351
VANGUARD GROUP INC 5.8% 1,069,032 +5.7% 0% $29,451,831
DIMENSIONAL FUND ADVISORS LP 5% 915,049 +1.9% 0.01% $25,209,706
STATE STREET CORP 2.3% 427,493 +0.27% 0% $11,777,432
MORGAN STANLEY 1.8% 327,093 -0.76% 0% $9,011,412
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.6% 288,079 +26% 0% $7,936,576
JACOBS LEVY EQUITY MANAGEMENT, INC 1.4% 264,973 -24% 0.03% $7,300,006
AMERICAN CENTURY COMPANIES INC 1.4% 260,560 +2.2% 0% $7,178,428
GEODE CAPITAL MANAGEMENT, LLC 1.4% 260,206 -16% 0% $7,170,120
TWO SIGMA INVESTMENTS, LP 0.88% 160,933 +350% 0.01% $4,433,704
GOLDMAN SACHS GROUP INC 0.84% 154,538 -7.4% 0% $4,257,522
Nuveen, LLC 0.79% 145,873 +44% 0% $4,018,801
Walleye Capital LLC 0.7% 129,337 +182% 0.03% $3,563,234
Connor, Clark & Lunn Investment Management Ltd. 0.67% 123,325 +26% 0.01% $3,397,604
NORTHERN TRUST CORP 0.65% 119,850 -3.9% 0% $3,301,867
BANK OF AMERICA CORP /DE/ 0.62% 113,139 +55% 0% $3,116,981
Invesco Ltd. 0.6% 109,363 -2% 0% $3,012,950
Assenagon Asset Management S.A. 0.56% 102,187 -2.1% 0% $2,815,252
AMERIPRISE FINANCIAL INC 0.55% 100,729 -33% 0% $2,775,083
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.48% 87,455 +65% 0.05% $2,409,385
Bank of New York Mellon Corp 0.47% 86,992 -2.2% 0% $2,396,631
TWO SIGMA ADVISERS, LP 0.44% 80,300 +470% 0% $2,212,265
ALGERT GLOBAL LLC 0.42% 76,862 +15% 0.04% $2,118,000

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 162,194 $3,183,437 -$1,583,327 $19.63 8
2025 Q3 11,130,949 $306,669,559 +$2,607,143 $27.55 161
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