Usana Health Sciences Inc has 8 Schedule 13D or 13G filings on record since 2025-07-29. 3 holders' latest filing reports 5% or more of common stock, par value $0.001 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Myron W. Wentz | 40.1% | 7,408,345 | SCHEDULE 13D/A, 2026-03-30 | 2026-03-26 |
| Pzena Investment Management LLC | 6.6% | 1,212,588 | SCHEDULE 13G/A, 2025-10-14 | 2025-09-30 |
| Renaissance Technologies LLC | 5.19% | 958,520 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| Dimensional Fund Advisors LP | 4.6% | 848,452 | SCHEDULE 13G/A, 2026-01-21 | 2025-12-31 |
| BlackRock, Inc. | 4.4% | 799,296 | SCHEDULE 13G/A, 2026-01-21 | 2025-12-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
Myron W. Wentz
On May 13, 2008, Dr. Wentz, Gull Holdings, Ltd., an Isle of Man company indirectly owned and controlled by Dr. Wentz ("Gull Holdings"), together with certain other persons (Dr. Wentz, Gull Holdings and such other persons, collectively, the "Original Reporting Persons") announced their intention to commence a tender offer (the "Offer") to purchase all of the outstanding Shares of the Issuer not owned by the Original Reporting Persons for $26.00 per share in cash through Unity Acquisition Corp., a newly formed acquisition vehicle ("Unity Acquisition"). On July 16, 2008, Gull Holdings and Unity Acquisition issued a press release announcing the termination of the Offer and disclosing that no Shares were accepted for payment by the Purchaser in connection with the Offer. As a result of the termination of the Offer on July 16, 2008, the Original Reporting Persons ceased to be a group (as disclosed in Item 11 of Amendment No. 8 to the Schedule TO filed by the Original Reporting Persons with the Commission on July 16, 2008 in connection with the Offer) and the Original Reporting Persons other than Dr. Wentz and Gull Holdings ceased to be reporting persons for purposes of this Schedule 13D. From July 16, 2008 through November 13, 2013, Gull Holdings sold an aggregate of 1,263,285 Shares (not including Shares sold in cashless exercises, or following receipt upon exercise, of equity compensation Options (as defined below) and SSARs (as defined below) in open market transactions for …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-03-30; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-29 | The Vanguard Group | 5.43% | SCHEDULE 13G/A |
| 2025-10-09 | Dimensional Fund Advisors LP | 5% | SCHEDULE 13G |
| 2025-10-14 | Pzena Investment Management LLC | 6.6% | SCHEDULE 13G/A |
| 2026-01-21 | Dimensional Fund Advisors LP | 4.6% | SCHEDULE 13G/A |
| 2026-01-21 | BlackRock, Inc. | 4.4% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-03-30 | Myron W. Wentz | 40.1% | SCHEDULE 13D/A |
| 2026-08-13 | Renaissance Technologies LLC | 5.19% | SCHEDULE 13G/A |
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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.