Security Snapshot

USANA HEALTH SCIENCES INC - COMMON STOCK, $0.001 par value per share (USNA) Institutional Ownership

CUSIP: 90328M107

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

137

Shares (Excl. Options)

10,276,709

Price

$17.47

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-220,963
Value change
-$4,228,137
Number of holders
137
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
18,474,676
SEC-reported price per share
$17.36
Insider filing price
$17.36
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • USNA - USANA HEALTH SCIENCES INC - COMMON STOCK, $0.001 par value per share is tracked under CUSIP 90328M107.
  • 137 institutions reported positions in Q1 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 119 to 137 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $205,853,522 to $179,583,887.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 137 institutions filings for Q1 2026.

Open SEC evidence

Security key

90328M107

Latest holder period

Q1 2026

13F holders

137

13D/G owners

4

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
USNA
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WENTZ MYRON W 40% $156,760,580 7,408,345 Gull Global Limited 26 Mar 2026
PZENA INVESTMENT MANAGEMENT LLC 6.6% +18% $33,406,921 +$4,490,060 1,212,588 +16% PZENA INVESTMENT MANAGEMENT LLC 30 Sep 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 Mar 2026, 137 institutional investors reported holding 10,276,709 shares of USANA HEALTH SCIENCES INC - COMMON STOCK, $0.001 par value per share (USNA). This represents 56% of the company’s total 18,474,676 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
47%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 6.4% 1,190,416 +7.1% 0% $20,796,569
PZENA INVESTMENT MANAGEMENT LLC 6% 1,108,933 -2.2% 0.06% $19,373,060
RENAISSANCE TECHNOLOGIES LLC 5.5% 1,017,630 -11% 0.03% $17,777,996
DIMENSIONAL FUND ADVISORS LP 4.5% 834,223 -1.7% 0% $14,574,280
Nantahala Capital Management, LLC 4.4% 810,074 +38% 0.88% $14,151,993
VANGUARD CAPITAL MANAGEMENT LLC 2.6% 479,043 0% 0% $8,368,881
VANGUARD PORTFOLIO MANAGEMENT LLC 1.8% 338,274 0% 0% $5,909,647
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.8% 333,112 -5.9% 0% $5,819,467
AQR CAPITAL MANAGEMENT LLC 1.6% 296,420 +427% 0% $5,178,457
GEODE CAPITAL MANAGEMENT, LLC 1.4% 264,434 +3.8% 0% $4,620,767
STATE STREET CORP 1.3% 248,035 +3.7% 0% $4,333,171
Creative Planning 1% 193,148 +55% 0% $3,374,296
JACOBS LEVY EQUITY MANAGEMENT, INC 1% 192,976 -23% 0.01% $3,371,291
AMERICAN CENTURY COMPANIES INC 1% 190,952 -9.1% 0% $3,335,931
D. E. Shaw & Co., Inc. 0.99% 182,483 -9.9% 0% $3,187,978
MORGAN STANLEY 0.84% 155,484 -48% 0% $2,716,305
TWO SIGMA INVESTMENTS, LP 0.78% 144,630 +44% 0% $2,526,686
Allianz Asset Management GmbH 0.64% 117,499 +32% 0% $2,052,708
ACADIAN ASSET MANAGEMENT LLC 0.55% 101,108 0% $1,762,000
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.54% 99,093 +6.3% 0.03% $1,731,155
NORTHERN TRUST CORP 0.53% 98,367 +0.53% 0% $1,718,471
Assenagon Asset Management S.A. 0.53% 97,022 -5.3% 0% $1,694,974
MILLENNIUM MANAGEMENT LLC 0.5% 92,957 -67% 0% $1,623,959
GOLDMAN SACHS GROUP INC 0.49% 91,149 -1.2% 0% $1,592,373
AMERIPRISE FINANCIAL INC 0.4% 73,380 -2.1% 0% $1,281,947

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 10,276,709 $179,583,887 -$4,228,137 $17.47 137
2025 Q4 10,483,611 $205,853,522 -$81,997,593 $19.63 119
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
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