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Usio Ownership | Who Owns Usio?

OverviewForecastRevenueFinancialsChartTranscripts

Usio Ownership Summary

Usio is owned by 29.70% institutional investors, 46.71% insiders, and 23.59% retail investors. Awm investment company is the largest institutional shareholder, holding 4.81% of USIO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.78% of its assets in Usio shares.

USIO Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockUsio29.70%46.71%23.59%
SectorTechnology Stocks 54.54%11.27%34.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Awm investment company1.27M4.81%$1.94M
Perkins capital management1.02M3.88%$1.56M
Vanguard group1.02M3.85%$1.55M
Kepos capital lp500.00K1.90%$765.00K
Perritt capital management380.00K1.44%$581.40K
Renaissance375.66K1.42%$574.75K
Geode capital management172.38K0.65%$263.82K
Blackrock105.36K0.40%$161.19K
Bridgeway capital management96.40K0.37%$147.49K
Morgan stanley84.37K0.32%$129.09K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Perkins capital management1.02M1.47%$1.56M
Perritt capital management380.00K0.32%$581.40K
Kepos capital lp500.00K0.30%$765.00K
Awm investment company1.27M0.26%$1.94M
Madrona financial services34.08K0.02%$52.14K
Investors asset management of georgia inc /ga/ /adv20.00K0.01%$30.60K
Bridgeway capital management96.40K0.00%$147.49K
Renaissance375.66K0.00%$574.75K
Allworth financial lp41.23K0.00%$65.56K
Tower research capital llc (trc)6.20K0.00%$9.49K

Top Buyers

HolderShares% AssetsChange
Perritt capital management380.00K0.32%100.00K
Ubs group62.53K-59.64K
Geode capital management172.38K-10.90K
Susquehanna group, llp27.44K-6.06K
Blackrock105.36K-3.12K

Top Sellers

HolderShares% AssetsChange
Perkins capital management1.02M1.47%-20.50K
Two sigma securities---10.18K
Renaissance375.66K0.00%-9.09K
Morgan stanley84.37K--5.99K
Advisor group15.00--3.09K

New Positions

HolderShares% AssetsChangeValue
Citadel advisors1.20K-1.20K$1.84K

Sold Out

HolderChange
Northwestern mutual wealth management-10.00
Wells fargo & company/mn-134.00
Two sigma securities-10.18K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024293.57%8,113,44149.03%296.97%1110.00%833.33%
Jun 30, 2024287.69%5,443,9963.36%203.01%1066.67%6-40.00%
Mar 31, 202426-5,267,068-0.98%263.74%6-33.33%1066.67%
Dec 31, 202326-7.14%5,319,240-5.77%263.37%912.50%6-
Sep 30, 202328-3.45%5,644,89513.02%284.55%8-6-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv757.30K2.78%-
Jacob Discovery Fd Instl389.10K1.43%10.00K
Perritt MicroCap Opportunities Investor380.00K1.39%80.00K
Vanguard Institutional Extnd Mkt Idx Tr234.44K0.86%-
Fidelity Extended Market Index109.53K0.40%9.33K
Bridgeway Ultra-Small Company Market90.00K0.33%-
Perritt Ultra MicroCap80.00K0.29%-
iShares Micro-Cap ETF49.53K0.18%-
Fidelity Series Total Market Index22.71K0.08%-
Fidelity Total Market Index20.22K0.07%-

Recent Insider Transactions

DateNameRoleActivityValue
Aug 23, 2024HOCH LOUIS A Chairman, President and CEOBuy$300.00
Aug 21, 2024HOCH LOUIS A Chairman, President and CEOBuy$450.00
Aug 20, 2024HOCH LOUIS A Chairman, President and CEOBuy$113.74
Aug 20, 2024HOCH LOUIS A Chairman, President and CEOBuy$296.00
Aug 20, 2024HOCH LOUIS A Chairman, President and CEOBuy$335.25

Insider Transactions Trends

DateBuySell
2026 Q4--
2026 Q1--
2025 Q2--
2024 Q37-
2024 Q2--

USIO Ownership FAQ

Who owns the most shares of Usio?

Usio’s largest shareholders are Awm investment company (1.27M shares, 4.81%), Perkins capital management (1.02M shares, 3.88%), and Vanguard group (1.02M shares, 3.85%). Together, they hold 12.54% of Usio’s total shares outstanding.

Does Blackrock own Usio?

Yes, BlackRock owns 0.40% of Usio, totaling 105.36K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 161.2K$. In the last quarter, BlackRock increased its holdings by 3.12K shares, a 3.05% change.

Who is Usio’s biggest shareholder by percentage of total assets invested?

Perkins capital management is Usio’s biggest shareholder by percentage of total assets invested, with 1.47% of its assets in 1.02M Usio shares, valued at 1.56M$.

Who is the top mutual fund holder of Usio shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Usio shares, with 2.78% of its total shares outstanding invested in 757.3K Usio shares.

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