USANA Health Sciences Ownership | Who Owns USANA Health Sciences?
USANA Health Sciences Ownership Summary
USANA Health Sciences is owned by 55.54% institutional investors, 41.71% insiders, and 2.75% retail investors. Blackrock is the largest institutional shareholder, holding 9.23% of USNA shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 3.78% of its assets in USANA Health Sciences shares.
USNA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | USANA Health Sciences | 55.54% | 41.71% | 2.75% |
| Sector | Consumer Defensive Stocks | 52.71% | 13.91% | 33.39% |
| Industry | Packaged Foods Stocks | 58.38% | 13.93% | 27.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.77M | 9.23% | $80.08M |
| Vanguard group | 1.57M | 8.21% | $71.25M |
| Renaissance | 1.18M | 6.15% | $53.35M |
| Pzena investment management | 976.63K | 5.09% | $44.18M |
| Dimensional fund advisors lp | 683.16K | 3.56% | $30.91M |
| Pacer advisors | 592.00K | 3.10% | $21.25M |
| State street | 432.38K | 2.25% | $19.56M |
| Geode capital management | 284.22K | 1.48% | $12.86M |
| Morgan stanley | 216.91K | 1.13% | $9.81M |
| Charles schwab investment management | 208.93K | 1.09% | $9.45M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Denali advisors | 21.30K | 0.26% | $963.61K |
| Cypress capital | 9.43K | 0.26% | $426.79K |
| Pzena investment management | 976.63K | 0.16% | $44.18M |
| Renaissance | 1.18M | 0.09% | $53.35M |
| Occudo quantitative strategies lp | 7.80K | 0.06% | $353.05K |
| Winton group | 19.66K | 0.06% | $889.55K |
| Pacer advisors | 592.00K | 0.05% | $21.25M |
| Trexquant investment lp | 41.86K | 0.03% | $1.89M |
| Jacobs levy equity management | 137.75K | 0.03% | $6.23M |
| Deerfield management company, l.p. (series c) | 29.74K | 0.02% | $1.35M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pzena investment management | 976.63K | 0.16% | 191.29K |
| Pacer advisors | 592.00K | 0.05% | 47.74K |
| Norges bank | 47.40K | 0.00% | 47.40K |
| Trexquant investment lp | 41.86K | 0.03% | 33.52K |
| D. e. shaw | 205.46K | 0.01% | 32.25K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | - | - | -57.49K |
| Blackrock | 1.77M | 0.00% | -47.52K |
| West coast financial | - | - | -44.49K |
| Renaissance | 1.18M | 0.09% | -43.20K |
| Allspring global investments | - | - | -38.82K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 47.40K | 0.00% | 47.40K | $2.14M |
| Winton group | 19.66K | 0.06% | 19.66K | $889.55K |
| Toroso investments | 13.16K | 0.01% | 13.16K | $595.45K |
| Corebridge financial | 6.60K | 0.00% | 6.60K | $298.54K |
| Mirae asset global etfs | 6.51K | 0.00% | 6.51K | $294.42K |
Sold Out
| Holder | Change |
|---|---|
| Sjs investment consulting | -1.00 |
| Mendota financial group | -2.00 |
| Abound wealth management | -6.00 |
| Avion wealth | -11.00 |
| Capital advisors | -18.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 147 | -5.77% | 10,596,158 | 3.44% | 55 | 1.93% | 68 | -8.11% | 53 | -8.62% |
| Jun 30, 2024 | 152 | -6.17% | 10,224,240 | 1.04% | 53 | 1.91% | 72 | 2.86% | 56 | -8.20% |
| Mar 31, 2024 | 162 | -4.14% | 10,119,067 | -2.81% | 52 | 1.80% | 70 | 1.45% | 61 | -15.28% |
| Dec 31, 2023 | 169 | 5.63% | 10,411,878 | 1.37% | 54 | 1.90% | 69 | 15.00% | 72 | 2.86% |
| Sep 30, 2023 | 160 | -5.88% | 10,270,985 | 0.11% | 53 | 1.89% | 60 | -6.25% | 70 | -5.41% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 719.58K | 3.78% | 366.00 |
| Pacer US Small Cap Cash Cows 100 ETF | 592.00K | 3.11% | -1.92K |
| Vanguard Total Stock Mkt Idx Inv | 358.87K | 1.88% | - |
| iShares Russell 2000 ETF | 302.29K | 1.59% | -1.15K |
| Vanguard Small Cap Index | 291.14K | 1.53% | 2.45K |
| Vanguard Small Cap Value Index Inv | 193.20K | 1.01% | -1.48K |
| Avantis US Small Cap Value ETF | 189.53K | 0.99% | 96.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 173.18K | 0.91% | 5.23K |
| Vanguard Consumer Staples ETF | 126.21K | 0.66% | -456.00 |
| iShares S&P Small-Cap 600 Value ETF | 119.41K | 0.63% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 04, 2024 | FULLER GILBERT A | - | Sell | $25.46K |
| Aug 13, 2024 | Jones Paul A. | CHIEF PEOPLE OFFICER | Sell | $240.49K |
| Aug 07, 2024 | FULLER GILBERT A | - | Sell | $26.75K |
| Jul 31, 2024 | Fleming John Turman | - | Sell | $44.43K |
| Jun 14, 2024 | WENTZ MYRON W | - | Sell | $607.72K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 7 |
| 2024 Q1 | - | 10 |
| 2023 Q4 | - | 2 |
USNA Ownership FAQ
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