Security Snapshot

USANA HEALTH SCIENCES INC - Common Stock, Par Value $0.001 per share (USNA) Institutional Ownership

CUSIP: 90328M107

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

136

Shares (Excl. Options)

11,386,333

Price

$21.35

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+1,159,027
Value change
+$25,503,505
Number of holders
136
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
18,468,593
SEC-reported price per share
$22.67
Insider filing price
$22.67
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • USNA - USANA HEALTH SCIENCES INC - Common Stock, Par Value $0.001 per share is tracked under CUSIP 90328M107.
  • 136 institutions reported positions in Q2 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 138 to 136 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $179,584,407 to $243,000,655.

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 136 institutions filings for Q2 2026.

Open SEC evidence

Security key

90328M107

Latest holder period

Q2 2026

13F holders

136

13D/G owners

5

CIK / CUSIP context first

13D/G owners

Significant owners

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

Rows
5
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
RENAISSANCE TECHNOLOGIES LLC 5.2% $20,464,402 958,520 Renaissance Technologies LLC 30 Jun 2026
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 30 Jun 2026, 136 institutional investors reported holding 11,386,333 shares of USANA HEALTH SCIENCES INC - Common Stock, Par Value $0.001 per share (USNA). This represents 62% of the company’s total 18,468,593 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
53%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 8.4% 1,554,189 +31% 0% $33,181,935
PZENA INVESTMENT MANAGEMENT LLC 6.5% 1,205,587 +8.7% 0.08% $25,739,282
RENAISSANCE TECHNOLOGIES LLC 5.2% 958,520 -5.8% 0.03% $20,464,402
DIMENSIONAL FUND ADVISORS LP 4.5% 837,426 +0.38% 0% $17,878,705
Nantahala Capital Management, LLC 4.4% 810,074 0% 1.1% $17,295,080
VANGUARD CAPITAL MANAGEMENT LLC 2.6% 487,370 +1.7% 0% $10,405,350
Creative Planning 2.3% 417,971 +116% 0.01% $8,923,681
AQR CAPITAL MANAGEMENT LLC 2.2% 408,086 +38% 0% $8,712,637
VANGUARD PORTFOLIO MANAGEMENT LLC 2% 363,377 +7.4% 0% $7,758,099
GEODE CAPITAL MANAGEMENT, LLC 1.5% 283,165 +7.1% 0% $6,047,019
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.5% 272,208 -18% 0% $5,811,641
STATE STREET CORP 1.4% 261,240 +5.3% 0% $5,577,474
Nuveen, LLC 1.3% 239,477 +965% 0% $5,112,835
AMERICAN CENTURY COMPANIES INC 1% 187,348 -1.9% 0% $3,999,880
JACOBS LEVY EQUITY MANAGEMENT, INC 0.98% 180,567 -6.4% 0.01% $3,855,105
TWO SIGMA INVESTMENTS, LP 0.9% 165,514 +14% 0% $3,533,724
MORGAN STANLEY 0.89% 164,363 +5.7% 0% $3,509,150
D. E. Shaw & Co., Inc. 0.85% 156,835 -14% 0% $3,348,427
ACADIAN ASSET MANAGEMENT LLC 0.8% 147,656 +46% 0% $3,145,000
Allianz Asset Management GmbH 0.77% 142,399 +21% 0% $3,040,219
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.75% 138,153 +39% 0.05% $2,949,567
ALGERT GLOBAL LLC 0.71% 131,758 +92% 0.03% $2,813,033
GOLDMAN SACHS GROUP INC 0.67% 123,267 +35% 0% $2,631,750
UBS Group AG 0.63% 115,886 +389% 0% $2,474,166
LAZARD ASSET MANAGEMENT LLC 0.53% 97,311 +34% 0% $2,077,590

Quarter history

Institutional holders across reporting periods

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

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 11,386,333 $243,000,655 +$25,503,505 $21.35 136
2026 Q1 10,276,744 $179,584,407 -$4,227,584 $17.47 138
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
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