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5%+ stakes · Schedule 13D and 13G

U S Physical Therapy Inc: 5%+ holders

Who has reported owning 5% or more of U S Physical Therapy Inc, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

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Key facts

  • · Holder: Copeland Capital Management, LLC · Percent: 6.3% · SCHEDULE 13G
  • · Holder: Kayne Anderson Rudnick Investment Management, LLC · Percent: 5.6% · SCHEDULE 13G/A
  • · Holder: Morgan Stanley · Percent: 3.9% · SCHEDULE 13G/A
  • · Holder: Copeland Capital Management · Percent: 5.53% · SCHEDULE 13G/A
  • · Holder: Bahl & Gaynor Inc · Percent: 5.1% · SCHEDULE 13G
At 5% or more5
Filings14
Latest filing2026-10-13

U S Physical Therapy Inc has 14 Schedule 13D or 13G filings on record since 2025-07-18. 5 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
BlackRock, Inc.14.2%2,162,136SCHEDULE 13G/A, 2025-07-182025-06-30
Copeland Capital Management, LLC6.3%940,528SCHEDULE 13G, 2026-10-132026-09-30
Kayne Anderson Rudnick Investment Management, LLC5.6%846,674SCHEDULE 13G/A, 2026-08-132026-06-30
Vanguard Capital Management5.14%777,590SCHEDULE 13G, 2026-04-302026-03-31
Bahl & Gaynor Inc5.1%653,986SCHEDULE 13G, 2026-05-082026-01-15
Morgan Stanley3.9%596,683SCHEDULE 13G/A, 2026-08-122026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13

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  8. Sources

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Timeline

FiledHolderPercentFiling
2025-07-18BlackRock, Inc.14.2%SCHEDULE 13G/A
2025-07-21Copeland Capital Management, LLC5.85%SCHEDULE 13G
2025-08-13Kayne Anderson Rudnick Investment Management, LLC9.8%SCHEDULE 13G/A
2025-10-15Copeland Capital Management, LLC5.54%SCHEDULE 13G
2026-01-29Copeland Capital Management, LLC5.17%SCHEDULE 13G
2026-02-13Kayne Anderson Rudnick Investment Management, LLC8%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.14%SCHEDULE 13G
2026-05-08Bahl & Gaynor Inc5.1%SCHEDULE 13G
2026-05-08Copeland Capital Management5.5%SCHEDULE 13G
2026-08-04Copeland Capital Management5.53%SCHEDULE 13G/A
2026-08-12Morgan Stanley3.9%SCHEDULE 13G/A
2026-08-13Kayne Anderson Rudnick Investment Management, LLC5.6%SCHEDULE 13G/A
2026-10-13Copeland Capital Management, LLC6.3%SCHEDULE 13G
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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

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Cite this page

Permanent URL: https://mentionfox.com/stakes/u-s-physical-therapy
Last updated 2026-10-18
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
U S Physical Therapy Inc 5%+ holders: 5 at 5% or more, largest BlackRock, Inc. 14.2%. MentionFox, 2026-10-18. https://mentionfox.com/stakes/u-s-physical-therapy