Usio Ownership | Who Owns Usio?
Usio Ownership Summary
Usio is owned by 23.92% institutional investors, 36.78% insiders, and 39.31% retail investors. Whittier trust is the largest institutional shareholder, holding 10.27% of USIO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.86% of its assets in Usio shares.
USIO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Usio | 23.92% | 36.78% | 39.31% |
| Sector | Technology Stocks | 44.46% | 12.08% | 43.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Whittier trust | 2.81M | 10.27% | $4.10M |
| Awm investment company | 1.27M | 4.81% | $1.94M |
| Vanguard group | 1.01M | 3.70% | $1.48M |
| Perkins capital management | 995.69K | 3.64% | $1.45M |
| Renaissance | 479.38K | 1.75% | $699.90K |
| Perritt capital management | 478.20K | 1.75% | $698.17K |
| Geode capital management | 182.12K | 0.67% | $265.97K |
| Blackrock | 105.36K | 0.40% | $161.19K |
| Blackrock funding, inc. /de | 106.69K | 0.39% | $155.76K |
| Integrity wealth advisors | 94.95K | 0.35% | $138.63K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Perkins capital management | 995.69K | 1.29% | $1.45M |
| Perritt capital management | 478.20K | 0.36% | $698.17K |
| Awm investment company | 1.27M | 0.26% | $1.94M |
| Integrity wealth advisors | 94.95K | 0.10% | $138.63K |
| Whittier trust | 2.81M | 0.05% | $4.10M |
| Investors asset management of georgia inc /ga/ /adv | 20.00K | 0.01% | $29.20K |
| Madrona financial services | 34.08K | 0.01% | $49.76K |
| Bridgeway capital management | 92.30K | 0.00% | $134.76K |
| Xtx topco | 13.06K | 0.00% | $19.07K |
| Renaissance | 479.38K | 0.00% | $699.90K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Renaissance | 479.38K | 0.00% | 97.44K |
| Integrity wealth advisors | 94.95K | 0.10% | 94.95K |
| Goldman sachs group | 44.36K | - | 44.36K |
| Perkins capital management | 995.69K | 1.29% | 13.50K |
| Xtx topco | 13.06K | 0.00% | 13.06K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kepos capital lp | - | - | -363.44K |
| Whittier trust | 2.81M | 0.05% | -24.41K |
| Susquehanna group, llp | - | - | -10.46K |
| Two sigma securities | - | - | -10.18K |
| Morgan stanley | 84.37K | - | -5.99K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Integrity wealth advisors | 94.95K | 0.10% | 94.95K | $138.63K |
| Goldman sachs group | 44.36K | - | 44.36K | $64.76K |
| Xtx topco | 13.06K | 0.00% | 13.06K | $19.07K |
| Virtu financial | 10.79K | 0.00% | 10.79K | $16.00K |
| Ifp advisors | 5.00K | 0.00% | 5.00K | $7.30K |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -10.00 |
| Fmr | -15.00 |
| Wells fargo & company/mn | -134.00 |
| Nelson, van denburg & campbell wealth management group | -179.00 |
| Nordwand advisors | -1.50K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 26 | -10.34% | 6,534,682 | -19.46% | 23 | 2.71% | 12 | 9.09% | 7 | -12.50% |
| Sep 30, 2024 | 29 | 3.57% | 8,113,441 | 49.03% | 29 | 6.97% | 11 | 10.00% | 8 | 33.33% |
| Jun 30, 2024 | 28 | 7.69% | 5,443,996 | 3.36% | 20 | 3.01% | 10 | 66.67% | 6 | -40.00% |
| Mar 31, 2024 | 26 | - | 5,267,068 | -0.98% | 26 | 3.74% | 6 | -33.33% | 10 | 66.67% |
| Dec 31, 2023 | 26 | -7.14% | 5,319,240 | -5.77% | 26 | 3.37% | 9 | 12.50% | 6 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 757.30K | 2.86% | - |
| Vanguard US Total Market Shares ETF | 757.30K | 2.86% | - |
| Jacob Discovery Fd Instl | 410.10K | 1.51% | 21.00K |
| Perritt MicroCap Opportunities Investor | 380.00K | 1.40% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 234.44K | 0.88% | - |
| Fidelity Extended Market Index | 103.34K | 0.39% | -658.00 |
| Bridgeway Ultra-Small Company Market | 90.00K | 0.33% | - |
| Perritt Ultra MicroCap | 80.00K | 0.29% | - |
| iShares Micro-Cap ETF | 49.19K | 0.19% | - |
| Fidelity Series Total Market Index | 22.71K | 0.09% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 23, 2024 | HOCH LOUIS A | Chairman, President and CEO | Buy | $300.00 |
| Aug 21, 2024 | HOCH LOUIS A | Chairman, President and CEO | Buy | $450.00 |
| Aug 20, 2024 | HOCH LOUIS A | Chairman, President and CEO | Buy | $113.74 |
| Aug 20, 2024 | HOCH LOUIS A | Chairman, President and CEO | Buy | $296.00 |
| Aug 20, 2024 | HOCH LOUIS A | Chairman, President and CEO | Buy | $335.25 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q4 | - | - |
| 2026 Q1 | - | - |
| 2025 Q2 | - | - |
| 2024 Q3 | 7 | - |
| 2024 Q2 | - | - |
USIO Ownership FAQ
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