$USNA

$14.04 +$0.08 (0.57%) Close

$USNA Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 18.5M shares outstanding

Who owns USNA?

By type of holder

Institutions 61.6% Insiders 38.4% Everyone else 0.0%

Concentration Top 10 holders own 116.3%

Gull Global Limited 40.1% · Myron W. Wentz 40.1%

Institutional ownership

61.6%

+6.0 pts vs last qtr

Institutional holders

137

-2 vs last qtr

Net shares bought

+1.1M

by institutions in Q2 2026

New / sold out

22 / 24

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +363.8K
Creative Planning +224.8K

Biggest sellers in Q2 2026

Tudor Investment Corp Et Al SOLD OUT −70.4K
Millennium Management LLC −66.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$763K

9 notices from 5 people

Shares covered

39.1K

0.21% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Paul A Jones Officer $232K
Joshua Foukas Officer $170K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−25.8%

−3.27% a year

Each share's claim on the business

+34.8%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$679M vs $148M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years62% 3–5 years11% 1–3 years13% Under 1 year13%

Quarterly turnover

12.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting USNA on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	1.6M	8.41%	+363.8K (+30.6%)	≤2021	0.0%
Shares held by quarter Peak holding1.8M (Q4'24) Change over 8 quarters−255.7K Share of the company8.410% BlackRock, Inc.'s full portfolio →
PI Pzena Investment Management LLC	1.2M	6.52%	+96.7K (+8.7%)	2021	0.1%
Shares held by quarter Peak holding1.2M (Q3'25) Change over 8 quarters+156.0K Share of the company6.520% Pzena Investment Management LLC's full portfolio →

BlackRock, Inc.

1.6M

% of company

8.41%

Change vs last qtr

+363.8K (+30.6%)

Held since

≤2021

Pzena Investment Management LLC

1.2M

% of company

6.52%

Change vs last qtr

+96.7K (+8.7%)

Held since

2021

28 more super investors behind a free account

See every manager holding USANA Health Sciences Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting USNA on Form N-PORT; together they hold 19.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$7.47M	350.0K	1.89%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$6.17M	289.0K	1.56%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$7.47M

% of company

1.89%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$6.17M

% of company

1.56%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding USANA Health Sciences Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GG Gull Global Limited 5%+ holder 13D · 40.1%	7.4M	40.10%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company40.100% Disclosed stake13D · 40.1% View the 13D/G filing →
MW Myron W. Wentz 5%+ holder 13D · 40.1%	7.4M	40.10%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company40.100% Disclosed stake13D · 40.1% View the 13D/G filing →

Gull Global Limited

5%+ holder13D · 40.1%

7.4M

% of company

40.10%

Change vs last qtr

—

Held since

—

Myron W. Wentz

5%+ holder13D · 40.1%

7.4M

% of company

40.10%

Change vs last qtr

—

Held since

—

14 more holders behind a free account

See every insider and 5%+ holder of USANA Health Sciences Inc.

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