USIO Institutional Ownership
Who owns Usio, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 33 funds reported holding USIO at Jun 30, 2026, together owning 21.9% of the company.
- ▲15 buying vs 10 selling
- ▲Held by funds +0.5 pts
- ▲Funds holding +5
- ●Superinvestors: 1 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 33 | 28 | +17.9% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 6.2M | 6.1M | +2.4% |
| Held by funds | 21.9% | 21.3% | +0.5 pts |
| New positions | 6 | 3 | +100.0% |
| Increased | 9 | 3 | +200.0% |
| Reduced | 9 | 12 | −25.0% |
| Sold out | 1 | 6 | −83.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in USIO
All superinvestors →Who owns USIO
share of fund held shares- Index and passive funds23.9%
- Active managers and hedge funds74.0%
- Banks and brokers2.1%
- Pensions, insurers and other0.0%
The top 10 holders own 90.0% of all USIO shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
7 funds changed their position- Perkins Capital Management IncTrimmed−436K sh
- Stonebridge Wealth Management, LLCAdded+102K sh
- Financial Life AdvisorsNew+23K sh
- FNY Investment Advisers, LLCTrimmed−10K sh
- Caitong International Asset Management Co., LtdAdded+185 sh
🔒 Free account: see all 7.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Whittier Trust Co | 9.52% | 2.7M | $6.4M | 0 |
| 2 | Vanguard Capital Management LLC | 3.22% | 917K | $2.3M | +15K |
| 3 | Perkins Capital Management Inc | 2.46% | 700K | $1.7M | −1,561 |
| 4 | Renaissance Technologies LLC | 1.53% | 437K | $1.1M | +37K |
| 5 | Geode Capital Management, LLC | 0.65% | 185K | $458K | +65K |
| 6 | North Star Investment Management Corp. | 0.63% | 180K | $446K | 0 |
| 7 | Stonebridge Wealth Management, LLC | 0.62% | 177K | $439K | +177K |
| 8 | BlackRock, Inc. | 0.39% | 112K | $277K | +20K |
| 9 | Vanguard Fiduciary Trust Co | 0.37% | 105K | $261K | +784 |
| 10 | Rothschild Wealth LLC | 0.28% | 80K | $198K | −6,000 |
- Stonebridge Wealth Management, LLC+177K sh+$439K
- Geode Capital Management, LLC+65K sh+$162K
- Renaissance Technologies LLC+37K sh+$91K
- Hrt Financial LP+22K sh+$53K
- BlackRock, Inc.+20K sh+$49K
- FNY Investment Advisers, LLC+20K sh+$49K
- Jones Financial Companies Lllp+18K sh+$39K
- Vanguard Capital Management LLC+15K sh+$38K
- Citadel Advisors LLC−109K sh−$270K
- Susquehanna International Group, LLP−39K sh−$97K
- Bridgeway Capital Management, LLC−30K sh−$74K
- Gsa Capital Partners LLP−45K sh−$52K
- Goldman Sachs Group Inc−19K sh−$48K
- Tower Research Capital LLC (TRC)−6,025 sh−$15K
- Rothschild Wealth LLC−6,000 sh−$15K
- Morgan Stanley−4,746 sh−$12K
USIO institutional ownership FAQ
Who owns the most USIO stock?
In Q2 2026 13F filings the largest holder of USIO was Whittier Trust Co, followed by Vanguard Capital Management LLC and Perkins Capital Management Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of USIO is owned by institutions?
Funds that file 13F reports held 21.9% of USIO's shares at Jun 30, 2026, compared with 21.3% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying USIO?
In Q2 2026, 15 funds bought USIO (6 of them new positions) and 10 sold (1 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for USIO is bullish.
What is USIO's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this USIO ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.

