Usio Ownership | Who Owns Usio?
Usio Ownership Summary
Usio is owned by 18.18% institutional investors, 27.86% insiders, and 53.96% retail investors. Whittier trust is the largest institutional shareholder, holding 10.08% of USIO shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.86% of its assets in Usio shares.
USIO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Usio | 18.18% | 27.86% | 53.96% |
| Sector | Technology Stocks | 36.93% | 14.89% | 48.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Whittier trust | 2.71M | 10.08% | $3.20M |
| Vanguard group | 1.01M | 3.76% | $1.37M |
| Perkins capital management | 701.93K | 2.61% | $800.20K |
| Perritt capital management | 413.70K | 1.56% | $587.45K |
| Renaissance | 400.74K | 1.49% | $456.85K |
| Citadel advisors | 180.08K | 0.67% | $205.29K |
| North star investment management | 180.00K | 0.67% | $205.20K |
| Geode capital management | 119.12K | 0.44% | $135.85K |
| Blackrock | 105.36K | 0.40% | $161.19K |
| Vanguard fiduciary trust | 104.39K | 0.39% | $119.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Perkins capital management | 701.93K | 0.75% | $800.20K |
| Perritt capital management | 413.70K | 0.28% | $587.45K |
| Whittier trust | 2.71M | 0.04% | $3.20M |
| Scoggin management lp | 80.00K | 0.02% | $113.60K |
| North star investment management | 180.00K | 0.01% | $205.20K |
| Investors asset management of georgia inc /ga/ /adv | 20.00K | 0.01% | $22.80K |
| Sentinus | 85.70K | 0.01% | $97.70K |
| Gsa capital partners llp | 45.29K | 0.00% | $52.00K |
| Two sigma securities | 12.52K | 0.00% | $17.78K |
| Bridgeway capital management | 101.00K | 0.00% | $115.14K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Whittier trust | 2.71M | 0.04% | 2.71M |
| North star investment management | 180.00K | 0.01% | 180.00K |
| Vanguard fiduciary trust | 104.39K | - | 104.39K |
| Scoggin management lp | 80.00K | 0.02% | 80.00K |
| Vanguard group | 1.01M | - | 14.81K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Awm investment company | - | - | -527.83K |
| Kepos capital lp | - | - | -363.44K |
| Sentinus | 85.70K | 0.01% | -328.00K |
| Integrity wealth advisors | - | - | -84.95K |
| Geode capital management | 119.12K | - | -64.65K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| North star investment management | 180.00K | 0.01% | 180.00K | $205.20K |
| Vanguard fiduciary trust | 104.39K | - | 104.39K | $119.00K |
| Scoggin management lp | 80.00K | 0.02% | 80.00K | $113.60K |
| Main street financial solutions | 10.00K | 0.00% | 10.00K | $14.20K |
| Vanguard global advisers | 3.90K | - | 3.90K | $4.45K |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -10.00 |
| Fmr | -15.00 |
| Jpmorgan chase | -38.00 |
| Wells fargo & company/mn | -134.00 |
| Nelson, van denburg & campbell wealth management group | -179.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 14 | -54.84% | 4,896,360 | 17.29% | 18 | 7.55% | 7 | -50.00% | 4 | -55.56% |
| Dec 31, 2025 | 20 | -39.39% | 2,839,518 | -57.53% | 10 | 1.65% | 7 | -50.00% | 8 | -11.11% |
| Sep 30, 2025 | 29 | 16.00% | 6,217,425 | -4.13% | 23 | 3.91% | 13 | 18.18% | 8 | 100.00% |
| Jun 30, 2025 | 28 | -15.15% | 6,628,115 | -1.02% | 25 | 3.96% | 12 | -29.41% | 6 | -14.29% |
| Mar 31, 2025 | 32 | -3.03% | 6,611,270 | -9.65% | 24 | 3.46% | 17 | 41.67% | 6 | -40.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 757.30K | 2.86% | - |
| Vanguard Total Stock Mkt Idx Inv | 741.11K | 2.68% | - |
| Jacob Discovery Fd Instl | 410.10K | 1.48% | - |
| Perritt MicroCap Opportunities Investor | 340.00K | 1.25% | - |
| North Star Micro Cap I | 180.00K | 0.65% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 161.05K | 0.58% | - |
| Nationwide Bailard Cogntv Val M | 88.35K | 0.33% | 88.35K |
| Bridgeway Ultra-Small Company Market | 90.00K | 0.33% | - |
| Perritt Ultra MicroCap | 80.00K | 0.29% | - |
| iShares Micro-Cap ETF | 47.74K | 0.17% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 09, 2026 | National Services, Inc | - | Sell | $11.60K |
| Mar 10, 2026 | National Services, Inc | - | Sell | $12.74K |
| Mar 06, 2026 | National Services, Inc | - | Sell | $9.02K |
| Mar 05, 2026 | National Services, Inc | - | Sell | $3.83K |
| Jan 26, 2026 | National Services, Inc | - | Sell | $6.07K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q4 | - | - |
| 2026 Q1 | - | - |
| 2025 Q2 | - | - |
| 2024 Q3 | 7 | - |
| 2024 Q2 | - | - |
USIO Ownership FAQ
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