| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| National Services, Inc | 10% | $3,910,309 | 2,813,172 | National Services, Inc. | 17 May 2023 | |||
| Whittier Holdings Inc. | 10% | $3,815,823 | 2,805,752 | Whittier Holdings, Inc. | 24 Sep 2024 |
As of 30 Sep 2025, 33 institutional investors reported holding 6,685,372 shares of Usio, Inc. - Common Stock (USIO). This represents 24% of the company’s total 27,312,350 outstanding shares.
The largest institutional shareholders of Usio, Inc. - Common Stock (USIO) together control 24% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| WHITTIER TRUST CO | 10% | 2,805,752 | 0% | 0.05% | $4,096,398 |
| VANGUARD GROUP INC | 3.6% | 995,645 | -1.6% | 0% | $1,413,816 |
| PERKINS CAPITAL MANAGEMENT INC | 3.1% | 858,193 | -13% | 1.1% | $1,218,634 |
| RENAISSANCE TECHNOLOGIES LLC | 1.6% | 441,241 | +9.2% | 0% | $626,562 |
| Perritt Capital Management Inc | 1.5% | 413,700 | -0.36% | 0.28% | $587,454 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.66% | 180,485 | 0% | 0% | $256,357 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.37% | 101,000 | 0% | 0% | $143,420 |
| BlackRock, Inc. | 0.35% | 94,755 | +13% | 0% | $134,553 |
| GSA CAPITAL PARTNERS LLP | 0.33% | 90,301 | +40% | 0.01% | $128,000 |
| SCOGGIN MANAGEMENT LP | 0.29% | 80,000 | 0.04% | $113,600 | |
| CITADEL ADVISORS LLC | 0.29% | 78,493 | +104% | 0% | $111,460 |
| STATE STREET CORP | 0.28% | 76,789 | 0% | 0% | $109,040 |
| MORGAN STANLEY | 0.22% | 59,735 | -1% | 0% | $84,823 |
| GOLDMAN SACHS GROUP INC | 0.18% | 49,531 | -25% | 0% | $70,334 |
| DIMENSIONAL FUND ADVISORS LP | 0.17% | 46,421 | 0% | 0% | $65,918 |
| Allworth Financial LP | 0.15% | 41,234 | 0% | 0% | $58,553 |
| OSAIC HOLDINGS, INC. | 0.15% | 39,853 | +41% | 0% | $56,987 |
| Madrona Financial Services, LLC | 0.12% | 34,080 | 0% | 0.01% | $48,394 |
| NORTHERN TRUST CORP | 0.12% | 33,396 | 0% | 0% | $47,422 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.12% | 31,694 | -46% | 0% | $45,005 |
| JANE STREET GROUP, LLC | 0.1% | 26,979 | 0% | $38,310 | |
| XTX Topco Ltd | 0.09% | 23,638 | -19% | 0% | $33,566 |
| RITHOLTZ WEALTH MANAGEMENT | 0.08% | 22,249 | -29% | 0% | $31,594 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 0.07% | 20,000 | 0% | 0.01% | $28,400 |
| TWO SIGMA SECURITIES, LLC | 0.05% | 12,519 | 0% | $17,777 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 0 | $0 | -$48,394 | $1.36 | 0 |
| 2025 Q3 | 6,685,372 | $9,605,694 | +$48,386 | $1.42 | 33 |
| 2025 Q2 | 6,650,426 | $10,147,315 | -$58,844 | $1.53 | 28 |
| 2025 Q1 | 6,696,222 | $9,780,717 | -$917,424 | $1.46 | 32 |
| 2024 Q4 | 7,317,598 | $10,730,197 | -$1,262,856 | $1.46 | 31 |
| 2024 Q3 | 8,113,441 | $11,005,763 | +$3,598,732 | $1.36 | 28 |
| 2024 Q2 | 5,443,996 | $8,332,279 | +$271,045 | $1.53 | 26 |
| 2024 Q1 | 5,267,068 | $8,979,451 | -$80,409 | $1.70 | 25 |
| 2023 Q4 | 5,318,868 | $9,148,090 | +$130,290 | $1.72 | 24 |
| 2023 Q3 | 5,644,895 | $9,877,770 | +$1,133,146 | $1.75 | 27 |
| 2023 Q2 | 4,993,949 | $9,287,192 | +$220,214 | $1.86 | 27 |
| 2023 Q1 | 4,375,635 | $7,612,089 | -$31,263 | $1.74 | 24 |
| 2022 Q4 | 4,903,213 | $7,995,314 | +$722,465 | $1.65 | 30 |
| 2022 Q3 | 4,405,080 | $5,723,000 | -$97,140 | $1.30 | 25 |
| 2022 Q2 | 4,264,769 | $10,364,000 | -$514,354 | $2.43 | 30 |
| 2022 Q1 | 4,316,374 | $15,454,000 | -$3,515,447 | $3.58 | 35 |
| 2021 Q4 | 5,027,025 | $21,917,000 | +$498,234 | $4.36 | 38 |
| 2021 Q3 | 4,844,279 | $28,674,000 | -$1,202,792 | $5.92 | 32 |
| 2021 Q2 | 4,993,126 | $31,964,000 | -$3,010,569 | $6.40 | 28 |
| 2021 Q1 | 5,464,034 | $74,684,000 | +$57,634,471 | $6.42 | 26 |
| 2020 Q4 | 2,683,684 | $7,165,000 | +$4,173,676 | $2.67 | 17 |
| 2020 Q3 | 1,211,777 | $1,866,000 | +$1,230,335 | $1.54 | 10 |
| 2020 Q2 | 415,366 | $811,000 | +$266,723 | $1.95 | 8 |
| 2020 Q1 | 289,404 | $326,000 | -$95,039 | $1.11 | 6 |
| 2019 Q4 | 358,625 | $561,000 | -$269,251 | $1.57 | 9 |
| 2019 Q3 | 511,972 | $1,029,000 | +$1,028,987 | $2.01 | 9 |