USIO INC (USIO)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
31
Reporting holders
$15.0M
Reported value
21.7%
Of shares outstanding
0.0%
Held as options
+4
Holder change
Institutions report 6,186,786 shares against 28,495,414 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WHITTIER TRUST CO | $6.4M | 2,713,852 | 0.06% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.3M | 917,455 | 0.00% | 2q | +1.7%+$37.9K |
| PERKINS CAPITAL MANAGEMENT INC | $1.7M | 700,371 | 1.31% | 15q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $1.1M | 437,241 | 0.00% | 28q | +9.1%+$90.5K |
| GEODE CAPITAL MANAGEMENT, LLC | $457.7K | 184,503 | 0.00% | 23q | +54.9%+$162.2K |
| North Star Investment Management Corp. | $446.4K | 180,000 | 0.02% | 2q | HELD |
| Stonebridge Wealth Management, LLC | $439.2K | 177,084 | 0.39% | new | NEW |
| BlackRock, Inc. | $277.2K | 111,768 | 0.00% | 8q | +21.5%+$49.0K |
| VANGUARD FIDUCIARY TRUST CO | $260.8K | 105,174 | 0.00% | 2q | +0.8%+$1.9K |
| Rothschild Wealth LLC | $197.7K | 79,700 | 0.02% | 3q | -7.0%-$14.9K |
| STATE STREET CORP | $190.4K | 76,789 | 0.00% | 21q | HELD |
| CITADEL ADVISORS LLC | $176.1K | 71,027 | 0.00% | 5q | -60.6%-$270.4K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $176.1K | 71,000 | 0.00% | 19q | -29.7%-$74.4K |
| MORGAN STANLEY | $124.7K | 50,289 | 0.00% | 25q | -8.6%-$11.8K |
| DIMENSIONAL FUND ADVISORS LP | $115.1K | 46,421 | 0.00% | 22q | HELD |
| OSAIC HOLDINGS, INC. | $115.0K | 46,353 | 0.00% | 20q | HELD |
| NORTHERN TRUST CORP | $111.7K | 45,040 | 0.00% | 24q | +34.9%+$28.9K |
| Allworth Financial LP | $102.3K | 41,234 | 0.00% | 18q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $69.5K | 28,027 | 0.00% | 3q | -58.3%-$97.2K |
| XTX Topco Ltd | $62.9K | 25,368 | 0.00% | 7q | +63.6%+$24.5K |
| GOLDMAN SACHS GROUP INC | $50.5K | 20,357 | 0.00% | 7q | -48.6%-$47.7K |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | $49.6K | 20,000 | 0.02% | 10q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $38.9K | 17,608 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $30.3K | 12,221 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $13.0K | 2,734 | 0.00% | 3q | +206.2%+$8.7K |
| Vanguard Global Advisers, LLC | $9.7K | 3,902 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $2.3K | 913 | 0.00% | 5q | -86.8%-$14.9K |
| SBI Securities Co., Ltd. | $434 | 175 | 0.00% | 7q | HELD |
| BARCLAYS PLC | $392 | 158 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $53 | 21,603 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $52 | 21 | 0.00% | 2q | +950.0% |
| FNY Investment Advisers, LLC | $49 | 20,000 | 0.02% | new | NEW |
| UBS Group AG | $2 | 1 | 0.00% | 5q | -99.8%-$1.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 31 | $15.0M | 6,186,786 | 5 | 9 | 8 | 0.0% |
| Q1 2026 | 27 | $7.0M | 6,034,965 | 3 | 3 | 11 | 0.0% |
| Q4 2025 | 30 | $5.6M | 4,116,650 | 4 | 10 | 8 | 0.0% |
| Q3 2025 | 34 | $9.5M | 6,595,071 | 6 | 5 | 10 | 0.2% |
| Q2 2025 | 29 | $10.0M | 6,585,821 | 4 | 8 | 4 | 0.0% |
| Q1 2025 | 32 | $9.8M | 6,656,356 | 9 | 8 | 7 | 0.3% |
| Q4 2024 | 30 | $10.7M | 7,312,808 | 4 | 6 | 8 | 0.0% |
| Q3 2024 | 27 | $10.5M | 7,750,047 | 4 | 6 | 7 | 0.0% |
| Q2 2024 | 24 | $6.0M | 3,921,845 | 3 | 7 | 3 | 0.2% |
| Q1 2024 | 22 | $6.0M | 3,520,394 | 2 | 3 | 6 | 0.0% |
| Q4 2023 | 22 | $6.0M | 3,488,352 | 2 | 7 | 4 | 0.0% |
| Q3 2023 | 22 | $6.5M | 3,719,252 | 2 | 3 | 4 | 0.1% |
| Q2 2023 | 24 | $7.1M | 3,794,726 | 3 | 4 | 4 | 0.2% |
| Q1 2023 | 22 | $6.5M | 3,728,212 | 2 | 6 | 3 | 0.7% |
| Q4 2022 | 25 | $5.7M | 3,450,549 | 7 | 2 | 6 | 0.9% |
| Q3 2022 | 26 | $5.7M | 4,405,080 | 1 | 6 | 7 | 0.1% |
| Q2 2022 | 30 | $10.4M | 4,264,769 | 3 | 6 | 7 | 0.6% |
| Q1 2022 | 37 | $15.7M | 4,316,781 | 7 | 11 | 7 | 1.3% |
| Q4 2021 | 39 | $22.2M | 5,038,366 | 9 | 13 | 6 | 0.9% |
| Q3 2021 | 33 | $29.1M | 4,844,279 | 6 | 10 | 8 | 1.5% |
| Q2 2021 | 30 | $32.2M | 5,003,228 | 8 | 9 | 6 | 0.6% |
| Q1 2021 | 27 | $35.1M | 5,474,136 | 12 | 10 | 3 | 0.0% |
| Q4 2020 | 17 | $8.4M | 3,140,949 | 8 | 6 | 1 | 0.0% |
| Q3 2020 | 11 | $1.9M | 1,218,270 | 4 | 4 | 1 | 0.0% |
| Q2 2020 | 10 | $813.0K | 416,049 | 4 | 2 | 2 | 0.0% |
| Q1 2020 | 7 | $333.0K | 295,130 | 0 | 1 | 1 | 0.0% |
| Q4 2019 | 9 | $561.0K | 358,625 | 1 | 2 | 2 | 0.0% |
| Q3 2019 | 9 | $1.0M | 511,972 | 9 | 0 | 0 | 0.0% |