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Usio (USIO) Institutional Ownership

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$1.48 -0.11 (-6.92%)
Closing price 04:00 PM Eastern
Extended Trading
$1.63 +0.15 (+10.14%)
As of 06:37 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Usio (NASDAQ:USIO)

Current
Institutional Ownership
Percentage
20.23%
Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$4.13M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$809.94K
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Skip Chart & View Institutional Buying and Selling Data

USIO Institutional Buying and Selling by Quarter

Usio Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/28/2026 Whittier Trust Co.2,713,852$3.20M0.0%N/A9.780%
4/23/2026 North Star Investment Management Corp.180,000$205K0.0%N/A0.649%
2/17/2026 Rothschild Wealth LLC413,700$563K0.1%N/A1.515%
2/12/2026 Renaissance Technologies LLC406,141$552K0.0%-8.0%1.487%
2/4/2026 Perkins Capital Management Inc.705,932$960K0.8%-17.7%2.585%
11/17/2025Perritt Capital Management Inc413,700$587K0.3%-34.9%1.561%
11/17/2025 Citadel Advisors LLC78,493$111K0.0%+103.7%0.296%
11/13/2025 Scoggin Management LP80,000$114K0.0%N/A0.302%
11/7/2025 GSA Capital Partners LLP90,301$128K0.0%+39.8%0.341%
11/7/2025Vanguard Group Inc.995,645$1.41M0.0%-1.6%3.758%
10/31/2025 Perkins Capital Management Inc.858,193$1.22M1.1%-13.5%3.239%
10/28/2025 Ritholtz Wealth Management22,249$32K0.0%-29.1%0.084%
9/4/2025 Osaic Holdings Inc.28,353$43K0.0%+246.1%0.107%
7/28/2025 Ritholtz Wealth Management31,370$48K0.0%+36.8%0.118%
6/27/2025 Goldman Sachs Group Inc.59,692$87K0.0%+34.6%0.225%
6/2/2025 Integrity Wealth Advisors Inc.84,952$124K0.1%-10.5%0.320%
5/16/2025Goldman Sachs Group Inc.59,692$87K0.0%+34.6%0.223%
5/8/2025XTX Topco Ltd26,890$39K0.0%+105.8%0.100%
4/17/2025Ritholtz Wealth Management22,928$33K0.0%N/A0.086%
2/18/2025AWM Investment Company Inc.527,825$771K0.1%-58.2%1.946%
2/13/2025Integrity Wealth Advisors Inc.94,952$139K0.1%N/A0.350%
2/13/2025Renaissance Technologies LLC479,383$700K0.0%+25.5%1.767%
2/12/2025Perritt Capital Management Inc478,200$698K0.4%+2.1%1.763%
2/11/2025Perkins Capital Management Inc.995,693$1.45M1.3%+1.4%3.670%
2/11/2025Whittier Trust Co.2,805,752$4.10M0.1%-0.9%10.342%
11/16/2024Geode Capital Management LLC182,116$248K0.0%+5.6%0.671%
10/31/2024Perkins Capital Management Inc.982,193$1.34M1.2%-3.9%3.590%
10/21/2024Whittier Trust Co.2,830,162$3.82M0.1%N/A10.708%
10/11/2024Creative Planning42,734$58K0.0%N/A0.156%
8/9/2024Renaissance Technologies LLC375,656$575K0.0%-2.4%1.421%
8/8/2024Perritt Capital Management Inc380,000$581K0.3%+35.7%1.438%
4/22/2024Investors Asset Management of Georgia Inc. GA ADV20,000$34K0.0%N/A0.076%
2/15/2024Perritt Capital Management Inc.280,000$482K0.3%+3.7%1.064%
1/22/2024Perkins Capital Management Inc.1,040,693$1.79M1.5%+3.5%3.956%
11/2/2023Perkins Capital Management Inc.1,005,193$1.76M1.7%+255.3%3.809%
8/11/2023AWM Investment Company Inc.1,270,628$2.36M0.3%-1.2%4.789%
5/12/2023Perritt 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%
2/14/2023AWM Investment Company Inc.1,153,761$1.85M0.3%+21.6%4.557%
2/10/2023Tlwm72,801$120K0.0%N/A0.288%
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1/26/2023Perkins Capital Management Inc.282,888$467K0.5%N/A1.117%
10/14/2022Madrona Financial Services LLC34,080$44K0.0%N/A0.135%
8/12/2022AWM Investment Company Inc.353,160$858K0.1%+311.4%1.383%
5/10/2022Accurate Wealth Management LLC11,697$42K0.0%N/A0.046%
5/9/2022Essex Investment Management Co. LLC218,111$781K0.1%+2.5%0.854%
4/22/2022Allworth Financial LP41,320$148K0.0%N/A0.162%
2/14/2022Parian Global Management LP551,013$2.40M1.9%-59.7%2.206%
2/14/2022Cruiser Capital Advisors LLC76,700$334K0.2%N/A0.307%
2/10/2022Acadian Asset Management LLC90,781$394K0.0%+20.0%0.364%


USIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 18 institutional investors and hedge funds held shares of Usio. The most heavily invested institutionals were Whittier Trust Co. ($3.20M), Vanguard Group Inc. ($1.41M), Perkins Capital Management Inc. ($960K), AWM Investment Company Inc. ($771K), Perritt Capital Management Inc ($587K), Rothschild Wealth LLC ($563K), and Renaissance Technologies LLC ($552K).Learn more on Usio's institutional investors.

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

Of the 16 institutional investors that purchased Usio's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Whittier Trust Co. ($5.54M), Rothschild Wealth LLC ($413.70K), North Star Investment Management Corp. ($180K), Perritt Capital Management Inc ($110K), Renaissance Technologies LLC ($97.44K), Integrity Wealth Advisors Inc. ($94.95K), and Scoggin Management LP ($80K).

Institutional investors have bought a total of 3,497,144 shares in the last 24 months. This purchase volume represents approximately $4.13M in transactions.

The following institutional investors have sold Usio stock in the last 24 months: Perkins Capital Management Inc. ($285.76K), Perritt Capital Management Inc ($221.56K), Renaissance Technologies LLC ($35.10K), Vanguard Group Inc. ($16.47K), Integrity Wealth Advisors Inc. ($10K), and Ritholtz Wealth Management ($9.12K).

Institutional investors have sold a total of 578,012 shares in the last 24 months. This volume of shares sold represents approximately $809.94K in transactions.


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This page (NASDAQ:USIO) was last updated on 5/19/2026 by MarketBeat.com Staff.
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