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Usio (USIO) Institutional Ownership

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$1.78 +0.02 (+1.14%)
Closing price 07/18/2025 04:00 PM Eastern
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$1.76 -0.02 (-1.35%)
As of 07/18/2025 04:27 PM Eastern
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Institutional Ownership Changes (13F Filings) for Usio (NASDAQ:USIO)

Current
Institutional Ownership
Percentage
20.23%
Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$4.49M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.19M
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USIO Institutional Buying and Selling by Quarter

Usio Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.59,692$87K0.0%+34.6%0.225%
6/2/2025Integrity Wealth Advisors Inc.84,952$124K0.1%-10.5%0.320%
5/16/2025Goldman Sachs Group Inc.59,692$87K0.0%+34.6%0.223%
5/8/2025XTX Topco Ltd26,890$39K0.0%+105.8%0.100%
4/17/2025Ritholtz Wealth Management22,928$33K0.0%N/A0.086%
2/18/2025AWM Investment Company Inc.527,825$771K0.1%-58.2%1.946%
2/13/2025Integrity Wealth Advisors Inc.94,952$139K0.1%N/A0.350%
2/13/2025Renaissance Technologies LLC479,383$700K0.0%+25.5%1.767%
2/12/2025Perritt Capital Management Inc478,200$698K0.4%+2.1%1.763%
2/11/2025Perkins Capital Management Inc.995,693$1.45M1.3%+1.4%3.670%
2/11/2025Whittier Trust Co.2,805,752$4.10M0.1%-0.9%10.342%
11/16/2024Geode Capital Management LLC182,116$248K0.0%+5.6%0.671%
10/31/2024Perkins Capital Management Inc.982,193$1.34M1.2%-3.9%3.590%
10/21/2024Whittier Trust Co.2,830,162$3.82M0.1%N/A10.708%
10/11/2024Creative Planning42,734$58K0.0%N/A0.156%
8/9/2024Renaissance Technologies LLC375,656$575K0.0%-2.4%1.421%
8/8/2024Perritt Capital Management Inc380,000$581K0.3%+35.7%1.438%
4/22/2024Investors Asset Management of Georgia Inc. GA ADV20,000$34K0.0%N/A0.076%
2/15/2024Perritt Capital Management Inc.280,000$482K0.3%+3.7%1.064%
1/22/2024Perkins Capital Management Inc.1,040,693$1.79M1.5%+3.5%3.956%
11/2/2023Perkins Capital Management Inc.1,005,193$1.76M1.7%+255.3%3.809%
8/11/2023AWM Investment Company Inc.1,270,628$2.36M0.3%-1.2%4.789%
5/12/2023Perritt Capital Management Inc.270,000$470K0.3%-8.5%1.017%
5/11/2023Jacob Asset Management of New York LLC379,100$660K0.8%+14.2%1.429%
2/14/2023AWM Investment Company Inc.1,153,761$1.85M0.3%+21.6%4.557%
2/10/2023Tlwm72,801$120K0.0%N/A0.288%
1/26/2023Perkins Capital Management Inc.282,888$467K0.5%N/A1.117%
10/14/2022Madrona Financial Services LLC34,080$44K0.0%N/A0.135%
8/12/2022AWM Investment Company Inc.353,160$858K0.1%+311.4%1.383%
5/10/2022 Accurate Wealth Management LLC11,697$42K0.0%N/A0.046%
5/9/2022Essex Investment Management Co. LLC218,111$781K0.1%+2.5%0.854%
4/22/2022Allworth Financial LP41,320$148K0.0%N/A0.162%
2/14/2022Parian Global Management LP551,013$2.40M1.9%-59.7%2.206%
2/14/2022Cruiser Capital Advisors LLC76,700$334K0.2%N/A0.307%
2/10/2022Essex Investment Management Co. LLC212,818$928K0.1%+26.1%0.852%
2/10/2022Acadian Asset Management LLC90,781$394K0.0%+20.0%0.364%
2/9/2022Jacob Asset Management of New York LLC410,000$1.79M0.8%+36.7%1.642%
2/7/2022Hillsdale Investment Management Inc.145,372$634K0.0%-9.4%0.582%
1/31/2022Riverwater Partners LLC68,438$298K0.3%N/A0.274%
11/16/2021Squarepoint Ops LLC14,165$84K0.0%-64.9%0.057%
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11/15/2021Marshall Wace LLP158,598$939K0.0%-11.5%0.636%
11/12/2021Renaissance Technologies LLC540,041$3.20M0.0%-7.8%2.166%
11/12/2021Jacob Asset Management of New York LLC300,000$1.78M0.6%+7.1%1.203%
11/9/2021Essex Investment Management Co. LLC168,760$999K0.1%+38.2%0.677%
11/9/2021BlackRock Inc.67,568$401K0.0%+27.9%0.271%
10/21/2021Hillsdale Investment Management Inc.160,372$949K0.1%N/A0.643%
9/17/2021Virtu Financial LLC12,194$78K0.0%N/A0.049%
8/25/2021Marshall Wace LLP179,180$1.15M0.0%-26.5%0.719%
8/16/2021Squarepoint Ops LLC40,302$258K0.0%-28.6%0.161%
8/16/2021State Street Corp25,800$165K0.0%N/A0.103%
8/16/2021Marshall Wace LLP179,180$1.15M0.0%-26.5%0.715%
8/13/2021Renaissance Technologies LLC585,741$3.75M0.0%-2.5%2.338%
8/13/2021LPL Financial LLC10,000$64K0.0%N/A0.040%
8/13/2021Geode Capital Management LLC137,373$879K0.0%+7.0%0.548%
8/13/2021Vanguard Group Inc.786,867$5.04M0.0%+13.5%3.140%
8/12/2021Dimensional Fund Advisors LP65,973$422K0.0%+77.5%0.263%
8/12/2021Essex Investment Management Co. LLC122,088$781K0.1%+38.4%0.487%
8/12/2021Bank of Montreal Can86,178$560K0.0%N/A0.344%
5/21/2021Citadel Advisors LLC29,474$189K0.0%+26.7%0.118%
5/19/2021Squarepoint Ops LLC56,471$363K0.0%N/A0.225%
5/18/2021Millennium Management LLC19,643$126K0.0%N/A0.078%
5/18/2021Morgan Stanley129,480$831K0.0%+13.4%0.517%
5/18/2021Citadel Advisors LLC29,474$189K0.0%+26.7%0.118%
5/14/2021Dimensional Fund Advisors LP37,178$239K0.0%N/A0.148%
5/12/2021Northern Trust Corp34,532$222K0.0%+122.7%0.138%
5/12/2021Geode Capital Management LLC128,445$824K0.0%+102.2%0.513%
(Data available from 1/1/2016 forward)

USIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USIO shares?

During the previous two years, 13 institutional investors and hedge funds held shares of Usio. The most heavily invested institutionals were Whittier Trust Co. ($4.10M), Perkins Capital Management Inc. ($1.45M), AWM Investment Company Inc. ($771K), Renaissance Technologies LLC ($700K), Perritt Capital Management Inc ($698K), Perritt Capital Management Inc. ($482K), and Geode Capital Management LLC ($248K).Learn more on Usio's institutional investors.

What percentage of Usio's stock is owned by institutional investors?

20.23% of Usio's stock is owned by institutional investors. Learn more on USIO's institutional investor holdings.

Which institutional investors have been buying Usio's stock?

Of the 12 institutional investors that purchased Usio's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Whittier Trust Co. ($2.83M), Perkins Capital Management Inc. ($771.31K), Perritt Capital Management Inc ($110K), Renaissance Technologies LLC ($97.44K), Integrity Wealth Advisors Inc. ($94.95K), Creative Planning ($42.73K), and Goldman Sachs Group Inc. ($30.67K).

How much institutional buying is happening at Usio?

Institutional investors have bought a total of 3,265,943 shares in the last 24 months. This purchase volume represents approximately $4.49M in transactions.

Which of Usio's major shareholders have been selling company stock?

The following institutional investors have sold Usio stock in the last 24 months: AWM Investment Company Inc. ($735.04K), Perkins Capital Management Inc. ($40K), Whittier Trust Co. ($24.41K), Integrity Wealth Advisors Inc. ($10K), and Renaissance Technologies LLC ($9.09K).

How much institutional selling is happening at Usio?

Institutional investors have sold a total of 818,534 shares in the last 24 months. This volume of shares sold represents approximately $1.19M in transactions.



This page (NASDAQ:USIO) was last updated on 7/19/2025 by MarketBeat.com Staff
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