USIO Institutional Ownership & Shareholders
USIO INC (USIO) is currently held by 36 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $14.67M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $7.95M, representing an estimated gain of +23.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed USIO value among the investors covered in this analysis. Major shareholders include Whittier Trust Co, Vanguard Capital Management Llc, Renaissance Technologies 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
36
Total Reported Value
$14.67M
Largest Holder
Whittier Trust Co
Largest Position
$6.43M
Insider Transactions (90d)
12
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
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 | $7,951,586 | +$1,519,757 | +23.63% | |
| Vanguard Capital Management Llc | 0.00% | 917,455 | $2,275,288 | $2,688,143 | +$412,855 | +18.15% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 437,241 | $1,084,358 | $1,281,116 | +$196,758 | +18.15% |
| Stonebridge Wealth Management, Llc | 0.67% | 279,067 | $750,690 | $817,666 | +$66,976 | +8.92% | |
| Perkins Capital Management Inc | 0.51% | 264,000 | $710,160 | $773,520 | +$63,360 | +8.92% | |
| Geode Capital Management, Llc | 0.00% | 202,343 | $544,445 | $592,865 | +$48,420 | +8.89% | |
| North Star Investment Management Corp. | 0.03% | 180,000 | $484,200 | $527,400 | +$43,200 | +8.92% | |
| Blackrock, Inc. | 0.00% | 111,768 | $277,184 | $327,480 | +$50,296 | +18.15% | |
| Vanguard Fiduciary Trust Co | 0.00% | 105,174 | $260,832 | $308,160 | +$47,328 | +18.14% | |
| Rothschild Wealth Llc | 0.02% | 79,700 | $197,656 | $233,521 | +$35,865 | +18.15% | |
| State Street Corp | 0.00% | 76,789 | $190,437 | $224,992 | +$34,555 | +18.14% | |
| Citadel Advisors Llc | 0.00% | 71,027 | $176,147 | $208,109 | +$31,962 | +18.15% | |
| Bridgeway Capital Management, Llc | 0.00% | 71,000 | $176,080 | $208,030 | +$31,950 | +18.15% | |
| Dimensional Fund Advisors Lp | 0.00% | 65,311 | $175,686 | $191,361 | +$15,675 | +8.92% | |
| Morgan Stanley | 0.00% | 50,289 | $124,716 | $147,347 | +$22,631 | +18.15% | |
| Osaic Holdings, Inc. | 0.00% | 46,353 | $114,953 | $135,814 | +$20,861 | +18.15% | |
| Northern Trust Corp | 0.00% | 45,040 | $111,699 | $131,967 | +$20,268 | +18.15% | |
| Allworth Financial Lp | 0.00% | 41,234 | $102,261 | $120,816 | +$18,555 | +18.14% | |
| Susquehanna International Group, Llp | 0.00% | 28,027 | $69,507 | $82,119 | +$12,612 | +18.15% | |
| Xtx Topco Ltd | 0.00% | 25,368 | $62,913 | $74,328 | +$11,415 | +18.14% | |
| Financial Life Advisors | 0.02% | 23,274 | $62,607 | $68,193 | +$5,586 | +8.92% | |
| Investors Asset Management Of Georgia Inc | 0.02% | 20,000 | $53,800 | $58,600 | +$4,800 | +8.92% | |
| Hrt Financial Lp | 0.00% | 21,603 | $53,000 | $63,297 | +$10,297 | +19.43% | |
| Goldman Sachs Group Inc | 0.00% | 20,357 | $50,485 | $59,646 | +$9,161 | +18.15% | |
| Accretive Wealth Partners, Llc | 0.01% | 16,500 | $44,385 | $48,345 | +$3,960 | +8.92% | |
| Jones Financial Companies Lllp | 0.00% | 17,608 | $38,914 | $51,591 | +$12,677 | +32.58% | |
| Jane Street Group, Llc | 0.00% | 12,221 | $30,308 | $35,808 | +$5,500 | +18.15% | |
| Vanguard Global Advisers, Llc | 0.00% | 3,902 | $9,677 | $11,433 | +$1,756 | +18.14% | |
| Tower Research Capital Llc (Trc) | 0.00% | 913 | $2,264 | $2,675 | +$411 | +18.16% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 206 | $554 | $604 | +$50 | +8.95% | |
| Sbi Securities Co., Ltd. | 0.00% | 167 | $449 | $489 | +$40 | +8.98% | |
| Fny Investment Advisers, Llc | 0.01% | 10,000 | $26 | $29,300 | +$29,274 | +112592.31% | |
| Balance Wealth, Llc | 0.00% | 5 | $13 | $15 | +$2 | +12.69% | |
| Barclays Plc | 0.00% | 5 | $13 | $15 | +$2 | +12.69% | |
| Ubs Group Ag | 0.00% | 1 | $2 | $3 | +$1 | +46.50% |
Frequently asked questions about USIO
Who are the largest institutional holders of USIO?
The largest institutional holders of USIO reported in the latest SEC Form 13F filings include Whittier Trust Co, Vanguard Capital Management Llc, Renaissance Technologies LLC, Stonebridge Wealth Management, Llc, and Perkins Capital Management Inc. InsiderSet ranks institutional holders by their latest reported USIO position.
What is USIO institutional ownership?
This page tracks USIO positions reported by institutional investment managers through SEC Form 13F. USIO INC (USIO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USIO?
InsiderSet currently tracks 36 institutional managers reporting USIO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of USIO shareholders.
How much USIO stock do institutions own?
Institutional investment managers disclosed approximately $14.67M in USIO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USIO institutional ownership last updated?
The latest USIO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional USIO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its USIO position after the reporting date.
Are institutions buying or selling USIO?
Institutional buying and selling can be analyzed by comparing USIO positions across consecutive 13F reporting periods. InsiderSet's USIO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USIO ownership changes.
How has USIO institutional ownership changed over time?
InsiderSet tracks USIO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.