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Usio (USIO) Institutional Ownership

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$2.20 -0.12 (-5.17%)
As of 04:00 PM Eastern
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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)
$4.43M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$795.34K
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USIO Institutional Buying and Selling by Quarter

Usio Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2026 BlackRock Inc.111,768$277K0.0%N/A0.405%
7/8/2026 FNY Investment Advisers LLC20,000$49K0.0%N/A0.072%
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%
2/17/2026Rothschild Wealth LLC413,700$563K0.1%N/A1.515%
2/12/2026Renaissance 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%
11/17/2025Citadel Advisors LLC78,493$111K0.0%+103.7%0.296%
11/13/2025Scoggin 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%
10/28/2025Ritholtz Wealth Management22,249$32K0.0%-29.1%0.084%
9/4/2025Osaic Holdings Inc.28,353$43K0.0%+246.1%0.107%
7/28/2025Ritholtz Wealth Management31,370$48K0.0%+36.8%0.118%
6/27/2025Goldman Sachs Group Inc.59,692$87K0.0%+34.6%0.225%
6/2/2025Integrity 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%
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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%
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%


USIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 20 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 18 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), BlackRock Inc. ($111.77K), Renaissance Technologies LLC ($97.44K), Integrity Wealth Advisors Inc. ($94.95K), and Scoggin Management LP ($80K).

Institutional investors have bought a total of 3,605,136 shares in the last 24 months. This purchase volume represents approximately $4.43M 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), and Ritholtz Wealth Management ($9.12K).

Institutional investors have sold a total of 568,012 shares in the last 24 months. This volume of shares sold represents approximately $795.34K in transactions.


Related Companies

Institutional ownership data for NASDAQ:USIO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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