Usio Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WHITTIER TRUST CO | 07/28/2026 | 2.71 M | $6.43 M | 0.00% | 9.76% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 917.46 K | $2.28 M | 1.70% | 3.30% |
| PERKINS CAPITAL MANAGEMENT INC | 07/24/2026 | 700.37 K | $1.74 M | -0.22% | 2.52% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 437.24 K | $1.08 M | 9.11% | 1.57% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 184.50 K | $457.70 K | 54.89% | 0.66% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 180.00 K | $446.40 K | 0.00% | 0.65% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 07/17/2026 | 177.08 K | $439.17 K | 100.00% | 0.64% |
| BLACKROCK, INC. | 08/07/2026 | 111.77 K | $277.18 K | 21.50% | 0.40% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 105.17 K | $260.83 K | 0.75% | 0.38% |
| ROTHSCHILD WEALTH LLC | 08/11/2026 | 79.70 K | $197.66 K | -7.00% | 0.29% |
| STATE STREET CORP | 09/22/2026 | 76.79 K | $190.44 K | 0.00% | 0.28% |
| CITADEL ADVISORS LLC | 09/02/2026 | 71.03 K | $176.15 K | -60.56% | 0.26% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 71.00 K | $176.08 K | -29.70% | 0.26% |
| MORGAN STANLEY | 08/13/2026 | 50.29 K | $124.72 K | -8.62% | 0.18% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 46.42 K | $115.12 K | 0.00% | 0.17% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 46.35 K | $114.95 K | 0.00% | 0.17% |
| NORTHERN TRUST CORP | 08/13/2026 | 45.04 K | $111.70 K | 34.87% | 0.16% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 41.23 K | $102.26 K | 0.00% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 28.03 K | $69.51 K | -58.30% | 0.10% |
| XTX TOPCO LTD | 08/14/2026 | 25.37 K | $62.91 K | 63.58% | 0.09% |
| HRT FINANCIAL LP | 08/14/2026 | 21.60 K | $53.00 K | 100.00% | 0.08% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 20.36 K | $50.49 K | -48.59% | 0.07% |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 07/22/2026 | 20.00 K | $49.60 K | 0.00% | 0.07% |
| FNY INVESTMENT ADVISERS, LLC | 07/08/2026 | 20.00 K | $49.00 K | 100.00% | 0.07% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 17.61 K | $38.91 K | 100.00% | 0.06% |
| JANE STREET GROUP, LLC | 08/14/2026 | 12.22 K | $30.31 K | 100.00% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 3.90 K | $9.68 K | 0.00% | 0.01% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 2.73 K | $6.78 K | 206.16% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 913 | $2.26 K | -86.84% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 175 | $434 | 0.00% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 158 | $392 | 100.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 21 | $52 | 950.00% | 0.00% |
| UBS GROUP AG | 08/13/2026 | 1 | $2 | -99.82% | 0.00% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 0 | $0 | -100.00% | 0.00% |
Usio Inc institutional Ownership - FAQ's
During the previous two years, 37 institutional investors and hedge funds held shares of Usio Inc. The most heavily invested institutionals were:
North Star Investment Management Corp.: 180,000
Caitong International Asset Management Co., Ltd: 206
Balance Wealth Partners LLC: 5
WHITTIER TRUST CO: 2.71 M
VANGUARD CAPITAL MANAGEMENT LLC: 917,455
PERKINS CAPITAL MANAGEMENT INC: 700,371
22.39% of Usio Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.92 M shares in the last 24 months. This purchase volume represents approximately $22.82 M in transactions.