Free Trial

Usio (USIO) Institutional Ownership

Usio logo
$1.45 -0.01 (-0.75%)
As of 09:30 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Usio (NASDAQ:USIO)

Current
Institutional Ownership
Percentage
20.23%
Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$4.46M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.18M
Get USIO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Usio stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

USIO Institutional Buying and Selling by Quarter

Usio Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Goldman Sachs Group Inc.59,692$87K0.0%+34.6%0.223%
5/8/2025 XTX Topco Ltd26,890$39K0.0%+105.8%0.100%
4/17/2025 Ritholtz Wealth Management22,928$33K0.0%N/A0.086%
2/18/2025 AWM Investment Company Inc.527,825$771K0.1%-58.2%1.946%
2/13/2025Integrity Wealth Advisors Inc.94,952$139K0.1%N/A0.350%
2/13/2025 Renaissance Technologies LLC479,383$700K0.0%+25.5%1.767%
2/12/2025 Perritt Capital Management Inc478,200$698K0.4%+2.1%1.763%
2/11/2025 Perkins Capital Management Inc.995,693$1.45M1.3%+1.4%3.670%
2/11/2025 Whittier Trust Co.2,805,752$4.10M0.1%-0.9%10.342%
11/16/2024 Geode Capital Management LLC182,116$248K0.0%+5.6%0.671%
10/31/2024 Perkins Capital Management Inc.982,193$1.34M1.2%-3.9%3.590%
10/21/2024 Whittier Trust Co.2,830,162$3.82M0.1%N/A10.708%
10/11/2024 Creative Planning42,734$58K0.0%N/A0.156%
8/9/2024 Renaissance Technologies LLC375,656$575K0.0%-2.4%1.421%
8/8/2024 Perritt Capital Management Inc380,000$581K0.3%+35.7%1.438%
4/22/2024 Investors Asset Management of Georgia Inc. GA ADV20,000$34K0.0%N/A0.076%
2/15/2024 Perritt Capital Management Inc.280,000$482K0.3%+3.7%1.064%
1/22/2024 Perkins Capital Management Inc.1,040,693$1.79M1.5%+3.5%3.956%
11/2/2023 Perkins Capital Management Inc.1,005,193$1.76M1.7%+255.3%3.809%
8/11/2023 AWM Investment Company Inc.1,270,628$2.36M0.3%-1.2%4.789%
5/12/2023 Perritt Capital Management Inc.270,000$470K0.3%-8.5%1.017%
5/11/2023Jacob Asset Management of New York LLC379,100$660K0.8%+14.2%1.429%
2/14/2023 AWM Investment Company Inc.1,153,761$1.85M0.3%+21.6%4.557%
2/10/2023 Tlwm72,801$120K0.0%N/A0.288%
1/26/2023 Perkins Capital Management Inc.282,888$467K0.5%N/A1.117%
10/14/2022 Madrona Financial Services LLC34,080$44K0.0%N/A0.135%
8/12/2022 AWM Investment Company Inc.353,160$858K0.1%+311.4%1.383%
5/10/2022 Accurate Wealth Management LLC11,697$42K0.0%N/A0.046%
5/9/2022 Essex Investment Management Co. LLC218,111$781K0.1%+2.5%0.854%
4/22/2022 Allworth Financial LP41,320$148K0.0%N/A0.162%
2/14/2022Parian Global Management LP551,013$2.40M1.9%-59.7%2.206%
2/14/2022 Cruiser Capital Advisors LLC76,700$334K0.2%N/A0.307%
2/10/2022 Essex Investment Management Co. LLC212,818$928K0.1%+26.1%0.852%
2/10/2022Acadian Asset Management LLC90,781$394K0.0%+20.0%0.364%
2/9/2022Jacob Asset Management of New York LLC410,000$1.79M0.8%+36.7%1.642%
2/7/2022 Hillsdale Investment Management Inc.145,372$634K0.0%-9.4%0.582%
1/31/2022 Riverwater Partners LLC68,438$298K0.3%N/A0.274%
11/16/2021 Squarepoint Ops LLC14,165$84K0.0%-64.9%0.057%
11/15/2021 Marshall Wace LLP158,598$939K0.0%-11.5%0.636%
11/12/2021 Renaissance Technologies LLC540,041$3.20M0.0%-7.8%2.166%
Gold Hits New Highs as Global Markets Spiral (Ad)

When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. Now… as new tariffs take effect, gold is breaking records again. You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER.

Go Here to Learn What's Happening and How to Prepare >>
11/12/2021Jacob Asset Management of New York LLC300,000$1.78M0.6%+7.1%1.203%
11/9/2021 Essex Investment Management Co. LLC168,760$999K0.1%+38.2%0.677%
11/9/2021BlackRock Inc.67,568$401K0.0%+27.9%0.271%
10/21/2021 Hillsdale Investment Management Inc.160,372$949K0.1%N/A0.643%
9/17/2021 Virtu Financial LLC12,194$78K0.0%N/A0.049%
8/25/2021 Marshall Wace LLP179,180$1.15M0.0%-26.5%0.719%
8/16/2021 Squarepoint Ops LLC40,302$258K0.0%-28.6%0.161%
8/16/2021 State Street Corp25,800$165K0.0%N/A0.103%
8/16/2021 Marshall Wace LLP179,180$1.15M0.0%-26.5%0.715%
8/13/2021 Renaissance Technologies LLC585,741$3.75M0.0%-2.5%2.338%
8/13/2021 LPL Financial LLC10,000$64K0.0%N/A0.040%
8/13/2021 Geode Capital Management LLC137,373$879K0.0%+7.0%0.548%
8/13/2021 Vanguard Group Inc.786,867$5.04M0.0%+13.5%3.140%
8/12/2021 Dimensional Fund Advisors LP65,973$422K0.0%+77.5%0.263%
8/12/2021 Essex Investment Management Co. LLC122,088$781K0.1%+38.4%0.487%
8/12/2021 Bank of Montreal Can86,178$560K0.0%N/A0.344%
5/21/2021 Citadel Advisors LLC29,474$189K0.0%+26.7%0.118%
5/19/2021 Squarepoint Ops LLC56,471$363K0.0%N/A0.225%
5/18/2021 Millennium Management LLC19,643$126K0.0%N/A0.078%
5/18/2021 Morgan Stanley129,480$831K0.0%+13.4%0.517%
5/18/2021 Citadel Advisors LLC29,474$189K0.0%+26.7%0.118%
5/18/2021 G2 Investment Partners Management LLC616,646$3.96M0.6%N/A2.460%
5/17/2021Parian Global Management LP1,697,979$10.90M5.0%+108.9%6.775%
5/14/2021 Dimensional Fund Advisors LP37,178$239K0.0%N/A0.148%
5/13/2021 Renaissance Technologies LLC600,741$3.86M0.0%-15.8%2.397%
5/12/2021 Northern Trust Corp34,532$222K0.0%+122.7%0.138%
5/12/2021 Geode Capital Management LLC128,445$824K0.0%+102.2%0.513%
5/12/2021 Essex Investment Management Co. LLC88,198$566K0.1%N/A0.352%
5/11/2021Acadian Asset Management LLC77,523$498K0.0%+324.9%0.309%
5/11/2021 EAM Investors LLC167,529$1.08M0.2%N/A0.668%
5/7/2021BlackRock Inc.46,756$300K0.0%+25.4%0.187%
5/7/2021 Thompson Siegel & Walmsley LLC15,358$99K0.0%N/A0.061%
(Data available from 1/1/2016 forward)

USIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USIO shares?

During the previous two years, 13 institutional investors and hedge funds held shares of Usio. The most heavily invested institutionals were Whittier Trust Co. ($4.10M), Perkins Capital Management Inc. ($1.45M), AWM Investment Company Inc. ($771K), Renaissance Technologies LLC ($700K), Perritt Capital Management Inc ($698K), Perritt Capital Management Inc. ($482K), and Geode Capital Management LLC ($248K).Learn more on USIO's institutional investors.

What percentage of Usio stock is owned by institutional investors?

20.23% of Usio stock is owned by institutional investors. Learn more on USIO's institutional investor holdings.

Which institutional investors have been buying Usio stock?

Of the 12 institutional investors that purchased Usio stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Whittier Trust Co. ($2.83M), Perkins Capital Management Inc. ($771.31K), Perritt Capital Management Inc ($110K), Renaissance Technologies LLC ($97.44K), Integrity Wealth Advisors Inc. ($94.95K), Creative Planning ($42.73K), and Ritholtz Wealth Management ($22.93K).

How much institutional buying is happening at Usio?

Institutional investors have bought a total of 4,038,414 shares in the last 24 months. This purchase volume represents approximately $5.84M in transactions.

Which Usio major shareholders have been selling company stock?

The following institutional investors have sold Usio stock in the last 24 months: AWM Investment Company Inc. ($749.96K), Perkins Capital Management Inc. ($40K), Whittier Trust Co. ($24.41K), and Renaissance Technologies LLC ($9.09K).

How much institutional selling is happening at Usio?

Institutional investors have sold a total of 823,458 shares in the last 24 months. This volume of shares sold represents approximately $1.20M in transactions.



This page (NASDAQ:USIO) was last updated on 5/21/2025 by MarketBeat.com Staff
From Our Partners