USIO INC (USIO) Institutional Shareholders
USIO INC (USIO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $12.14M in USIO holdings during the latest filing period.
Whittier Trust Co is currently the largest disclosed institutional shareholder of USIO tracked by InsiderSet, reporting ownership valued at approximately $6.43M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.30M, representing an estimated loss of -2.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed USIO value among the investors covered in this analysis. Major shareholders include Whittier Trust Co, Perkins Capital Management Inc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in USIO INC (USIO).
This page ranks the largest institutional USIO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
29
Total Reported Value
$12.14M
Largest Holder
Whittier Trust Co
Largest Position
$6.43M
Insider Transactions (90d)
14
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Whittier Trust Co | 0.06% | 2,713,852 | $6,431,829 | $6,296,137 | -$135,692 | -2.11% | |
| Perkins Capital Management Inc | 1.31% | 700,371 | $1,736,920 | $1,624,861 | -$112,059 | -6.45% | |
| Vanguard Capital Management Llc | 0.00% | 902,159 | $1,028,461 | $2,093,009 | +$1,064,548 | +103.51% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 400,741 | $456,845 | $929,719 | +$472,874 | +103.51% |
| North Star Investment Management Corp. | 0.02% | 180,000 | $446,400 | $417,600 | -$28,800 | -6.45% | |
| Stonebridge Wealth Management, Llc | 0.39% | 177,084 | $439,168 | $410,835 | -$28,333 | -6.45% | |
| Blackrock, Inc. | 0.00% | 111,768 | $277,184 | $259,302 | -$17,882 | -6.45% | |
| Citadel Advisors Llc | 0.00% | 180,079 | $205,290 | $417,783 | +$212,493 | +103.51% | |
| State Street Corp | 0.00% | 76,789 | $190,437 | $178,150 | -$12,287 | -6.45% | |
| Geode Capital Management, Llc | 0.00% | 119,117 | $135,849 | $276,351 | +$140,502 | +103.43% | |
| Vanguard Fiduciary Trust Co | 0.00% | 104,390 | $119,005 | $242,185 | +$123,180 | +103.51% | |
| Bridgeway Capital Management, Llc | 0.00% | 101,000 | $115,140 | $234,320 | +$119,180 | +103.51% | |
| Rothschild Wealth Llc | 0.01% | 85,700 | $97,698 | $198,824 | +$101,126 | +103.51% | |
| Susquehanna International Group, Llp | 0.00% | 67,210 | $76,619 | $155,927 | +$79,308 | +103.51% | |
| Morgan Stanley | 0.00% | 55,035 | $62,740 | $127,681 | +$64,941 | +103.51% | |
| Dimensional Fund Advisors Lp | 0.00% | 46,421 | $52,920 | $107,697 | +$54,777 | +103.51% | |
| Osaic Holdings, Inc. | 0.00% | 46,353 | $52,840 | $107,539 | +$54,699 | +103.52% | |
| Investors Asset Management Of Georgia Inc | 0.02% | 20,000 | $49,600 | $46,400 | -$3,200 | -6.45% | |
| Allworth Financial Lp | 0.00% | 41,234 | $47,007 | $95,663 | +$48,656 | +103.51% | |
| Goldman Sachs Group Inc | 0.00% | 39,600 | $45,144 | $91,872 | +$46,728 | +103.51% | |
| Northern Trust Corp | 0.00% | 33,396 | $38,071 | $77,479 | +$39,408 | +103.51% | |
| Xtx Topco Ltd | 0.00% | 15,508 | $17,679 | $35,979 | +$18,300 | +103.51% | |
| Tower Research Capital Llc (Trc) | 0.00% | 6,938 | $7,909 | $16,096 | +$8,187 | +103.52% | |
| Vanguard Global Advisers, Llc | 0.00% | 3,902 | $4,448 | $9,053 | +$4,605 | +103.52% | |
| Simplex Trading, Llc | 0.00% | 893 | $1,018 | $2,072 | +$1,054 | +103.51% | |
| Ubs Group Ag | 0.00% | 549 | $626 | $1,274 | +$648 | +103.46% | |
| Sbi Securities Co., Ltd. | 0.00% | 175 | $434 | $406 | -$28 | -6.45% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 21 | $52 | $49 | -$3 | -6.31% | |
| Fny Investment Advisers, Llc | 0.02% | 20,000 | $49 | $46,400 | +$46,351 | +94593.88% |
Frequently asked questions about USIO
Who owns the most USIO stock?
The largest holders of USIO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for USIO INC (USIO).
Is USIO widely held by superinvestors?
Many widely followed stocks like USIO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USIO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.