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USNA — USANA HEALTH SCIENCES INC

Reported value held$161.45M
Funds holding (latest)44
SectorHealth Care
Funds holding (Q2 2026)28
Institutional value$127.25M · 5.96M sh
New / Add / Cut / Exit1 / 16 / 10 / 1
Top-5 / Top-10 concentration74.0% / 88.8%
Institutional holdings change Accumulating +10.0% (+539.77K sh)
Institutional value change Up +34.4%

As of Q2 2026, 28 SEC-registered investment managers reported holding USNA (USANA HEALTH SCIENCES INC) in their latest 13F filings, with a combined reported value of $127.25M across 5.96M shares. That is +10.0% by share count (+539.77K shares) versus the previous quarter, while reported value moved +34.4%. Ownership is concentrated: the five largest holders account for 74.0% of reported value and the top ten for 88.8%.

Compared with the prior quarter, 1 opened new positions, 16 added to existing stakes, 10 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

USNA is classified in the Health Care sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 1.55M $33.18M 0.00% Add
Pzena Investment Management history Q2 2026 1.21M $25.74M 0.08% Add
Renaissance Technologies history Q2 2026 958.52K $20.46M 0.03% Reduce
Vanguard Group history Q4 2025 934.32K $18.34M 0.00% Reduce
AQR Capital Management history Q2 2026 408.09K $8.71M 0.00% Add
Wellington Management Group history Q1 2022 94.23K $7.49M 0.00% Reduce
Geode Capital Management history Q2 2026 283.17K $6.05M 0.00% Add
Charles Schwab Investment Management history Q2 2026 272.21K $5.81M 0.00% Reduce
Two Sigma Investments history Q2 2026 165.51K $3.53M 0.00% Add
Morgan Stanley history Q2 2026 164.36K $3.51M 0.00% Add
D. E. Shaw & Co history Q2 2026 156.84K $3.35M 0.00% Reduce
Goldman Sachs Group history Q2 2026 123.27K $2.63M 0.00% Add
UBS Group AG history Q2 2026 115.89K $2.47M 0.00% Add
Bridgewater Associates history Q2 2023 35.67K $2.25M 0.01% Reduce
Lazard Asset Management history Q2 2026 97.31K $2.08M 0.00% Add
Northern Trust Corp history Q2 2026 94.47K $2.02M 0.00% Reduce
Principal Global Investors history Q3 2025 52.12K $1.44M 0.00% Reduce
Citadel Advisors history Q2 2026 56.46K $1.21M 0.00% Add
PSP Investments history Q3 2025 42.01K $1.16M 0.00% Add
BNY Mellon history Q2 2026 51.73K $1.10M 0.00% Reduce

View all 44 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 1.81M 1.84M 1.84M 1.79M 1.80M 1.11M 1.19M 1.55M
Pzena Investment Management 95.71K 445.63K 733.94K 725.65K 721.53K 716.88K 818.38K 790.04K 787.44K 761.62K 785.34K 976.63K 1.05M 1.09M 1.10M 1.20M 1.21M 1.13M 1.11M 1.21M
Renaissance Technologies 2.10M 1.70M 3.65M 3.01M 3.03M 2.90M 1.21M 1.21M 1.21M 1.20M 1.22M 1.18M 1.15M 1.09M 1.09M 1.15M 1.13M 1.15M 1.02M 958.52K
AQR Capital Management 29.68K 19.93K 20.32K 16.75K 30.20K 47.97K 52.34K 47.72K 39.44K 19.28K 14.72K 11.43K 9.19K 11.95K 21.84K 14.59K 75.83K 56.20K 296.42K 408.09K
Geode Capital Management 381.56K 381.82K 374.11K 387.52K 392.51K 395.82K 224.44K 233.35K 244.72K 256.23K 263.61K 284.22K 297.12K 301.95K 320.25K 310.52K 260.21K 254.82K 264.43K 283.17K
Charles Schwab Investment Management 137.06K 134.75K 143.40K 157.61K 168.90K 189.44K 202.14K 205.80K 213.89K 222.42K 238.71K 208.93K 179.02K 140.86K 174.00K 228.14K 288.08K 353.95K 333.11K 272.21K
Two Sigma Investments 15.13K — — — — 14.60K 15.03K 13.31K 29.52K 18.09K 7.51K — — — — 35.77K 160.93K 100.59K 144.63K 165.51K
Morgan Stanley 345.28K 162.28K 110.49K 174.82K 160.70K 222.39K 212.18K 204.78K 273.86K 251.50K 240.05K 216.91K 218.10K 207.74K 298.92K 329.61K 327.09K 300.59K 155.48K 164.36K
D. E. Shaw & Co 210.75K 181.33K 173.25K 177.54K 171.28K 177.17K 171.66K 159.70K 146.98K 167.00K 173.21K 205.46K 207.79K 207.78K 146.65K 75.62K 50.57K 202.59K 182.48K 156.84K
Goldman Sachs Group 22.29K 71.32K 31.70K 35.08K 49.81K 45.09K 100.45K 58.73K 66.38K 19.63K 38.80K 57.51K 57.62K 100.50K 76.56K 166.86K 154.54K 92.28K 91.15K 123.27K
UBS Group AG 53.97K 35.56K 81.94K 135.41K 239.85K 247.84K 101.10K 18.73K 20.41K 99.28K 113.40K 123.06K 184.80K 85.41K 60.48K 44.72K 39.27K 138.33K 23.71K 115.89K
Lazard Asset Management 561 658 — 225 — — — 753 — 871 871 871 29 7.21K 10.07K 23.20K — — 72.39K 97.31K
Northern Trust Corp 170.04K 161.64K 154.75K 148.01K 177.16K 182.44K 125.04K 127.90K 128.00K 121.85K 118.63K 113.42K 116.67K 135.94K 134.49K 124.72K 119.85K 97.84K 98.37K 94.47K
Citadel Advisors 23.83K 10.57K 77.58K 52.26K 35.91K 57.93K 54.00K 29.45K 48.34K 47.78K 44.45K 41.30K 114.28K 134.93K 151.59K 174.07K 79.10K 164.22K 51.25K 56.46K
BNY Mellon 132.54K 119.56K 119.48K 113.02K 119.71K 127.14K 119.79K 122.84K 115.73K 103.76K 92.17K 97.38K 89.07K 84.25K 84.05K 88.91K 86.99K 54.58K 52.54K 51.73K
Bank of America Corp 19.96K 24.19K 22.63K 13.94K 9.87K 20.03K 23.23K 18.20K 33.83K 14.12K 11.33K 15.45K 14.20K 19.39K 54.62K 72.86K 113.14K 73.89K 43.01K 45.32K
Royce & Associates — — — 6.50K 13.82K 20.96K 23.51K 23.11K 21.61K 25.31K 26.02K 27.11K 33.14K 38.91K 44.84K 49.98K 44.31K 52.55K 45.41K 41.41K
Deutsche Bank AG 82.74K 37.70K 35.46K 34.12K 32.68K 33.48K 36.05K 33.44K 6.66K 33.98K 33.98K 33.23K 35.16K 35.16K 35.16K 36.12K 36.12K 34.45K 27.58K 38.50K
Invesco Ltd 145.18K 155.10K 159.71K 155.27K 150.35K 193.20K 64.29K 115.03K 122.08K 79.56K 85.71K 86.63K 95.51K 116.39K 111.38K 111.61K 109.36K 37.82K 40.30K 31.42K
Millennium Management 91.45K 51.00K 3.67K 385.68K 823.16K 210.32K 8.20K 20.13K 5.02K 3.88K — 4.83K — 17.64K 129.61K 122.49K 34.99K 285.42K 92.96K 26.73K

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