Who Owns Usio Stock?
NASDAQ: USIOTechnologySoftware - InfrastructureUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 24.78%
- Held by insiders
- 35.08%
- Institutional holders
- 37
- Institutions 24.8%
- Insiders 35.1%
- Public and other 40.1%
Who owns Usio stock?
Institutional investors own about 24.8% of Usio's shares, spread across 37 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 35.08% of USIO.
The largest institutional holders are Whittier Trust Company (9.52%), Vanguard Capital Management LLC (3.22%) and Perkins Capital Management, Inc. (2.46%). Together, the top 10 institutions control 19.7% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their USIO positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of USIO
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Whittier Trust Company | 2.71M | 9.52% | 0.0% |
| Vanguard Capital Management LLC | 917.46K | 3.22% | +1.7% |
| Perkins Capital Management, Inc. | 700.37K | 2.46% | -0.2% |
| Renaissance Technologies, LLC | 437.24K | 1.53% | +9.1% |
| Geode Capital Management, LLC | 184.50K | 0.65% | +54.9% |
| North Star Investment Management Corp | 180.00K | 0.63% | 0.0% |
| Stonebridge Wealth Management, LLC | 177.08K | 0.62% | +100.0% |
| Blackrock Inc. | 111.77K | 0.39% | +21.5% |
| Vanguard Fiduciary Trust Co | 105.17K | 0.37% | +0.8% |
| Rothschild Wealth, LLC | 79.70K | 0.28% | -7.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of USIO
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 727.29K | 2.55% |
| Jacob Funds Inc.-Jacob Discovery Fund | 390.10K | 1.37% |
| NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund | 180.00K | 0.63% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 167.44K | 0.59% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 99.68K | 0.35% |
| iShares Trust-iShares Micro-Cap ETF | 66.46K | 0.23% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 24.05K | 0.08% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 20.04K | 0.07% |
| VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund | 13.81K | 0.05% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 8.66K | 0.03% |
Frequently asked questions
Who is the largest shareholder of Usio?
Whittier Trust Company is the largest institutional shareholder of USIO, owning 9.52% of shares outstanding (2.71M shares) as of its latest 13F filing.
What percentage of Usio is owned by institutions?
Institutions own about 24.8% of USIO shares and 38.2% of the public float.
How much of Usio do insiders own?
Insiders, such as officers and directors, own about 35.08% of USIO shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.