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Usio, Inc. (USIO) institutional ownership

Latest close $1.89 Jul 23, 2026
Market cap$34M 52-week range SectorTechnology
Funds holding · Q1 2026
24
reported USIO position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
6 buyers · 18 sellers

Usio, Inc. (USIO) price and institutional activity

Dates

Q1 2026

$0 bought by 6 investors
Whittier Trust CoNorth Star Investment Management Corp. +4 more
$0 sold by 18 investors
Rothschild Wealth LLCGeode +16 more
Bought Sold Totals per quarter; hover a bar for the names.

Usio, Inc. (USIO) institutional activity · 24

Investor Type Est. change Change Δ Own Date
Whittier Trust Co · New
Change +2.7M Date Q1 2026
Whittier Trust Co New· Q1 2026 +2.7M Q1 2026
Rothschild Wealth LLC · Reduced
Change −328K Date Q1 2026
Rothschild Wealth LLC Reduced· Q1 2026 −328K Q1 2026
North Star Investment Management Corp. · New
Change +180K Date Q1 2026
North Star Investment Management Corp. New· Q1 2026 +180K Q1 2026
Geode · Reduced
Change −65K Date Q1 2026
Geode Reduced· Q1 2026 −65K Q1 2026
O'Shaughnessy Asset Management, LLC · Exited
Change −36K Δ Own −100.0% Date Q1 2026
O'Shaughnessy Asset Management, LLC Exited· Q1 2026 −36K −100.0% Q1 2026
Citadel Advisors LLC Reduced· Q1 2026 −32K −15.0% Q1 2026
Ritholtz Wealth Management · Exited
Change −27K Δ Own −100.0% Date Q1 2026
Ritholtz Wealth Management Exited· Q1 2026 −27K −100.0% Q1 2026
Susquehanna International Group, LLP · Reduced
Change −22K Date Q1 2026
Susquehanna International Group, LLP Reduced· Q1 2026 −22K Q1 2026
Jane Street Group, LLC · Exited
Change −17K Δ Own −100.0% Date Q1 2026
Jane Street Group, LLC Exited· Q1 2026 −17K −100.0% Q1 2026
Gsa Capital Partners LLP · Reduced
Change −13K Date Q1 2026
Gsa Capital Partners LLP Reduced· Q1 2026 −13K Q1 2026
Xtx Topco Ltd · Reduced
Change −9K Date Q1 2026
Xtx Topco Ltd Reduced· Q1 2026 −9K Q1 2026
Goldman Sachs Group Inc · Reduced
Change −8K Date Q1 2026
Goldman Sachs Group Inc Reduced· Q1 2026 −8K Q1 2026
Osaic Holdings, Inc. · Added
Change +6K Date Q1 2026
Osaic Holdings, Inc. Added· Q1 2026 +6K Q1 2026
Renaissance Technologies LLC Reduced· Q1 2026 −5K −1.3% Q1 2026
BlackRock · Reduced
Change −5K Date Q1 2026
BlackRock Reduced· Q1 2026 −5K Q1 2026
Data through Q1 2026 · filed May 15, 2026
15 of 24

Famous investor activity in Usio, Inc. (USIO)

Usio, Inc. (USIO) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Beyer Del la Garza Ernesto R · Director 2 operations $0
Price $1.82 Qty 0 Owned 52K Trade date Jun 21, 2026 Filed date Jun 23, 2026
Beyer Del la Garza Ernesto R Director 2 operations $1.82 0 $0 52K Jun 21, 2026 Jun 23, 2026
Miller Elizabeth Michelle · Director 2 operations $0
Price $1.82 Qty 0 Owned 52K Trade date Jun 21, 2026 Filed date Jun 23, 2026
Miller Elizabeth Michelle Director 2 operations $1.82 0 $0 52K Jun 21, 2026 Jun 23, 2026
Rollins Brad · Director 2 operations $0
Price $1.82 Qty 0 Owned 52K Trade date Jun 21, 2026 Filed date Jun 23, 2026
Rollins Brad Director 2 operations $1.82 0 $0 52K Jun 21, 2026 Jun 23, 2026
Frost Houston Korth · Officer 2 operations $0
Price $1.82 Qty 0 Owned 37K Trade date Jun 21, 2026 Filed date Jun 22, 2026
Frost Houston Korth Officer 2 operations $1.82 0 $0 37K Jun 21, 2026 Jun 22, 2026
Uffner Jerry · Officer 2 operations $0
Price $1.82 Qty 0 Owned 49K Trade date Jun 21, 2026 Filed date Jun 22, 2026
Uffner Jerry Officer 2 operations $1.82 0 $0 49K Jun 21, 2026 Jun 22, 2026
Uffner Jerry · Officer Tax withholding or exercise payment (F) -$2K
Price $1.82 Qty -1K Owned 245K ΔOwn −0.6% Trade date Jun 21, 2026 Filed date Jun 22, 2026
Uffner Jerry Officer Tax withholding or exercise payment (F) $1.82 -1K -$2K 245K −0.6% Jun 21, 2026 Jun 22, 2026
Hoch Louis A. · Director 2 operations $0
Price $1.82 Qty 0 Owned 49K Trade date Jun 21, 2026 Filed date Jun 22, 2026
Hoch Louis A. Director 2 operations $1.82 0 $0 49K Jun 21, 2026 Jun 22, 2026
Hoch Louis A. · Director Tax withholding or exercise payment (F) -$5K
Price $1.82 Qty -3K Owned 3.5M ΔOwn −0.1% Trade date Jun 21, 2026 Filed date Jun 22, 2026
Hoch Louis A. Director Tax withholding or exercise payment (F) $1.82 -3K -$5K 3.5M −0.1% Jun 21, 2026 Jun 22, 2026
White Michael Joseph · Officer 3 operations -$3K
Price $1.82 Qty -2K Owned 39K Trade date Jun 21, 2026 Filed date Jun 22, 2026
White Michael Joseph Officer 3 operations $1.82 -2K -$3K 39K Jun 21, 2026 Jun 22, 2026
Uffner Jerry · Officer 4 operations $94K
Price $1.71 Qty 55K Owned 53K Trade date Jun 11, 2026 Filed date Jun 15, 2026
Uffner Jerry Officer 4 operations $1.71 55K $94K 53K Jun 11, 2026 Jun 15, 2026
Frost Houston Korth · Officer 4 operations $111K
Price $1.71 Qty 65K Owned 41K Trade date Jun 11, 2026 Filed date Jun 15, 2026
Frost Houston Korth Officer 4 operations $1.71 65K $111K 41K Jun 11, 2026 Jun 15, 2026
Hoch Louis A. · Director 4 operations $549K
Price $1.71 Qty 321K Owned 56K Trade date Jun 11, 2026 Filed date Jun 15, 2026
Hoch Louis A. Director 4 operations $1.71 321K $549K 56K Jun 11, 2026 Jun 15, 2026
White Michael Joseph · Officer 4 operations $111K
Price $1.71 Qty 65K Owned 45K Trade date Jun 11, 2026 Filed date Jun 15, 2026
White Michael Joseph Officer 4 operations $1.71 65K $111K 45K Jun 11, 2026 Jun 15, 2026
Rollins Brad · Director 3 operations $41K
Price $1.71 Qty 24K Owned 59K Trade date Jun 11, 2026 Filed date Jun 15, 2026
Rollins Brad Director 3 operations $1.71 24K $41K 59K Jun 11, 2026 Jun 15, 2026
Miller Elizabeth Michelle · Director 3 operations $41K
Price $1.71 Qty 24K Owned 59K Trade date Jun 11, 2026 Filed date Jun 15, 2026
Miller Elizabeth Michelle Director 3 operations $1.71 24K $41K 59K Jun 11, 2026 Jun 15, 2026
15 of 51
15 of 51 Sign in to continue to older insider transactions.

Usio, Inc. (USIO) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Whittier Holdings, Inc. 2.8M
% of shares outstanding 10.3% Filing date Mar 11, 2025
Whittier Holdings, Inc. 2.8M 10.3% Mar 11, 2025
National Services, Inc. 2.7M
% of shares outstanding 9.9% Filing date May 18, 2026
National Services, Inc. 2.7M 9.9% May 18, 2026
Whittier Holdings, Inc. 2.7M
% of shares outstanding 9.8% Filing date May 18, 2026
Whittier Holdings, Inc. 2.7M 9.8% May 18, 2026
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Usio, Inc. (USIO) ownership FAQ

Who owns USIO?

24 reporting institutions disclosed USIO position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.