Security Snapshot

Usio, Inc. - COMMON STOCK (USIO) Institutional Ownership

CUSIP: 917313108

13F Institutional Holders and Ownership History from Q3 2019 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

33

Shares (Excl. Options)

6,228,389

Price

$2.48

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+148,136
Value change
+$422,072
Number of holders
33
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
32,616,101
SEC-reported price per share
$2.23
Insider filing price
$2.23
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • USIO - Usio, Inc. - COMMON STOCK is tracked under CUSIP 917313108.
  • 33 institutions reported positions in Q2 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 28 to 33 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $7,040,466 to $15,142,077.

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 33 institutions filings for Q2 2026.

Open SEC evidence

Security key

917313108

Latest holder period

Q2 2026

13F holders

33

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
USIO
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Whittier Holdings Inc. 10% $4,461,146 2,805,752 Whittier Holdings, Inc. 24 Sep 2024
National Services, Inc 9.9% -4.4% $3,238,314 -$109,361 2,721,272 -3.3% National Services, Inc. 10 Mar 2026
WHITTIER TRUST CO 9.8% $3,229,484 2,713,852 Whittier Holdings, Inc. 10 Mar 2026
TALL PINES CAPITAL, LLC 5.4% $3,898,537 1,748,223 TALL PINES CAPITAL, LLC 24 Aug 2026

As of 30 Jun 2026, 33 institutional investors reported holding 6,228,389 shares of Usio, Inc. - COMMON STOCK (USIO). This represents 19% of the company’s total 32,616,101 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
19%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
WHITTIER TRUST CO 8.3% 2,713,852 0% 0.06% $6,431,829
VANGUARD CAPITAL MANAGEMENT LLC 2.8% 917,455 +1.7% 0% $2,275,288
PERKINS CAPITAL MANAGEMENT INC 2.1% 700,371 -0.22% 1.3% $1,736,920
RENAISSANCE TECHNOLOGIES LLC 1.3% 437,241 +9.1% 0% $1,084,358
GEODE CAPITAL MANAGEMENT, LLC 0.57% 184,503 +55% 0% $457,697
North Star Investment Management Corp. 0.55% 180,000 0% 0.02% $446,400
Stonebridge Wealth Management, LLC 0.54% 177,084 0.39% $439,168
BlackRock, Inc. 0.34% 111,768 +22% 0% $277,184
VANGUARD FIDUCIARY TRUST CO 0.32% 105,174 +0.75% 0% $260,832
Rothschild Wealth LLC 0.24% 79,700 -7% 0.02% $197,656
STATE STREET CORP 0.24% 76,789 0% 0% $190,437
CITADEL ADVISORS LLC 0.22% 71,027 -61% 0% $176,147
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.22% 71,000 -30% 0% $176,080
MORGAN STANLEY 0.15% 50,289 -8.6% 0% $124,716
DIMENSIONAL FUND ADVISORS LP 0.14% 46,421 0% 0% $115,124
OSAIC HOLDINGS, INC. 0.14% 46,353 0% 0% $114,953
NORTHERN TRUST CORP 0.14% 45,040 +35% 0% $111,699
Allworth Financial LP 0.13% 41,234 0% 0% $102,261
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.09% 28,027 -58% 0% $69,507
XTX Topco Ltd 0.08% 25,368 +64% 0% $62,913
HRT FINANCIAL LP 0.07% 21,603 0% $53,000
GOLDMAN SACHS GROUP INC 0.06% 20,357 -49% 0% $50,485
FNY Investment Advisers, LLC 0.06% 20,000 0.02% $49,000
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 0.06% 20,000 0% 0.02% $49,600
JONES FINANCIAL COMPANIES LLLP 0.05% 17,608 0% $38,914

Quarter history

Institutional holders across reporting periods

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

Periods
28
Latest
Q2 2026
Rows shown
1-25 of 28
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 6,228,389 $15,142,077 +$422,072 $2.48 33
2026 Q1 6,080,253 $7,040,466 +$2,739,630 $1.14 28
2025 Q4 4,174,539 $5,677,704 -$3,704,131 $1.36 31
2025 Q3 6,685,372 $9,605,694 +$48,386 $1.42 33
2025 Q2 6,650,426 $10,147,315 -$58,846 $1.53 28
2025 Q1 6,696,222 $9,780,717 -$917,421 $1.46 32
2024 Q4 7,323,598 $10,738,961 -$1,254,110 $1.46 31
2024 Q3 8,113,441 $11,005,763 +$3,598,723 $1.36 28
2024 Q2 5,443,996 $8,332,279 +$271,046 $1.53 26
2024 Q1 5,267,068 $8,979,451 -$88,059 $1.70 25
2023 Q4 5,318,868 $9,148,090 +$89,868 $1.72 24
2023 Q3 5,644,895 $9,877,770 +$1,132,155 $1.75 27
2023 Q2 4,994,699 $9,288,192 +$220,209 $1.86 28
2023 Q1 4,376,385 $7,613,089 -$30,266 $1.74 25
2022 Q4 4,903,213 $7,995,314 +$842,593 $1.65 30
2022 Q3 4,405,080 $5,723,000 -$97,123 $1.30 25
2022 Q2 4,264,769 $10,364,000 -$511,958 $2.43 29
2022 Q1 4,316,374 $15,454,000 -$3,515,466 $3.58 35
2021 Q4 5,027,025 $21,917,000 +$439,205 $4.36 38
2021 Q3 4,844,170 $28,673,000 -$1,202,785 $5.92 30
2021 Q2 5,003,126 $32,028,000 -$3,010,567 $6.40 28
2021 Q1 5,474,034 $74,748,000 +$57,698,459 $6.42 27
2020 Q4 2,683,684 $7,165,000 +$4,175,024 $2.67 17
2020 Q3 1,217,788 $1,875,000 +$1,229,034 $1.54 11
2020 Q2 415,717 $812,000 +$251,412 $1.95 9
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