US Physicalrapy Inc (USPH) Ownership

94.06 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Morgan Stanley - Brokerage Accounts is the biggest individual institutional holder of US Physicalrapy Inc (USPH), owning a total of 2.4 million shares. Combined, the top 29 institutional holders of USPH own 104.04% of the company with a total of 15.5 million shares.

In the latest ownership report on September 30th 2024, the top 29 institutional holders decreased their combined ownership of USPH by 24 thousand shares. 1 institutions bought 973 total additional shares and increased their ownership by an average of 0.13%. However 2 institutions sold 24,575 total shares and decreased their ownership by an average of 2.86%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of US Physicalrapy decreased by a net total of -23,602 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Copeland Capital Management, LLC	5.079%	0.127%	766,641	973	2024-09-30
BTIM Corp	3.523%	-2.370%	531,813	-12,907	2024-09-30
Riverbridge Partners LLC	2.227%	-3.355%	336,131	-11,668	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Morgan Stanley - Brokerage Accounts	15.893%	5.224%	2,399,042	119,106	2024-06-30
BlackRock Inc	15.190%	-0.399%	2,292,996	-9,175	2024-06-30
Kayne Anderson Rudnick Investment Management LLC	7.902%	-9.899%	1,192,832	-131,046	2024-06-30
Vanguard Group Inc	7.087%	-0.261%	1,069,798	-2,804	2024-06-30
T. Rowe Price Investment Management,Inc.	5.130%	1.543%	773,008	11,748	2024-03-31
Copeland Capital Management, LLC	5.079%	0.127%	766,641	973	2024-09-30
State Street Corporation	3.840%	2.949%	578,903	16,585	2024-03-31
State Street Corp	3.767%	-1.776%	568,624	-10,279	2024-06-30
Eaton Vance Management	4.344%	1.896%	567,390	10,557	2022-09-30
BTIM Corp	3.523%	-2.370%	531,813	-12,907	2024-09-30
SouthernSun Asset Management, LLC	3.280%	7.826%	495,049	35,930	2024-06-30
Dimensional Fund Advisors, Inc.	2.808%	2.531%	423,846	10,462	2024-06-30
Schroder Investment Management Group	2.745%	-0.223%	414,414	-926	2024-06-30
Barclays PLC	2.275%	1,444.390%	343,427	321,190	2024-06-30
GW&K Investment Management, LLC	2.260%	-2.885%	341,098	-10,133	2024-06-30
Geode Capital Management, LLC	2.243%	3.467%	338,596	11,346	2024-06-30
Riverbridge Partners LLC	2.227%	-3.355%	336,131	-11,668	2024-09-30
T. Rowe Price Associates, Inc.	2.033%	-78.756%	264,256	-979,641	2022-09-30
Envestnet Asset Management Inc	1.590%	0.000%	239,982	239,982	2024-06-30
Northern Trust Corp	1.517%	-1.202%	229,015	-2,786	2024-06-30
Ensign Peak Advisors Inc	1.277%	-10.500%	192,399	-22,573	2024-03-31
Fred Alger Management, LLC	1.170%	-5.194%	176,620	-9,677	2024-06-30
FMR Inc	1.091%	-17.483%	164,626	-34,880	2024-06-30
Bank of New York Mellon Corp	1.040%	3.364%	157,052	5,111	2024-06-30
Charles Schwab Investment Management Inc	1.027%	-2.275%	155,041	-3,609	2024-06-30
Bank of America Corp	0.999%	9.254%	150,655	12,761	2024-06-30
Ameriprise Financial Inc	0.965%	-11.863%	145,527	-19,587	2024-06-30
Victory Capital Management Inc.	1.021%	81.733%	132,963	59,799	2022-12-31
Crawford Investment Counsel, Inc	0.722%	20.979%	93,811	16,268	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of US Physicalrapy Inc (USPH), owning a total of 1 million shares. Combined, the top 37 mutual fund holders of USPH own 65.81% of the company with a total of 9.8 million shares.

In the latest ownership report on October 31st 2024, the top 37 fund holders increased their combined ownership of USPH by 2 thousand shares. 2 funds bought 2,008 total additional shares and increased their ownership by an average of 0.43%. However 2 funds sold 4,040 total shares and decreased their ownership by an average of 1.83%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding US Physicalrapy decreased by a net total of -2,032 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.367%	0.105%	961,141	1,008	2024-10-31
iShares Russell 2000 ETF	2.473%	-0.225%	373,347	-840	2024-10-31
iShares Russell 2000 Growth ETF	0.884%	0.000%	133,464	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.883%	0.756%	133,321	1,000	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.597%	-3.430%	90,087	-3,200	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.367%	0.105%	961,141	1,008	2024-10-31
Virtus KAR Small-Cap Growth I	5.370%	-11.371%	810,582	-104,000	2024-06-30
Calvert US Small-Cap Strategy	5.216%	0.000%	787,311	0	2024-06-30
Calvert Small-Cap A	4.859%	0.000%	733,385	0	2024-09-30
Calvert US Small-Cap SMA	4.112%	17.857%	537,096	81,378	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.167%	0.142%	478,073	679	2024-09-30
SouthernSun Small Cap	2.827%	9.022%	426,693	35,311	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.665%	2.365%	399,361	9,226	2023-03-31
iShares Russell 2000 ETF	2.473%	-0.225%	373,347	-840	2024-10-31
T. Rowe Price Small-Cap Stock	2.075%	-0.128%	312,629	-400	2024-03-31
T. Rowe Price US Small-Cap Core Equity	2.075%	-0.128%	312,629	-400	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.447%	-6.244%	218,343	-14,542	2024-09-30
Boston Trust Walden Small Cap	1.421%	-0.695%	214,475	-1,500	2024-09-30
Vanguard Extended Market Index Investor	1.365%	-0.019%	204,505	-38	2023-08-31
Select Health Care Svcs Port	1.323%	9.983%	198,300	18,000	2023-11-30
Fidelity® Select Health Care Svcs Port	1.203%	0.000%	180,300	0	2023-10-31
T. Rowe Price QM US Small-Cap Gr Eq	1.382%	-28.634%	179,700	-72,100	2022-09-30
SouthernSun Small Cap, N	1.156%	7.297%	174,445	11,863	2024-06-30
Fidelity Select Health Care Svcs Port	1.082%	0.000%	163,300	0	2024-09-30
T. Rowe Price U.S. SC Core Eq Tr-Z	1.031%	0.258%	155,349	400	2024-03-31
Fidelity Small Cap Index	1.014%	-2.440%	153,090	-3,829	2024-08-31
Schroder US Smaller Companies Acc	1.009%	1.638%	152,338	2,455	2024-07-31
T. Rowe Price Instl Small-Cap Stock	0.974%	8.835%	146,805	11,917	2024-03-31
Fidelity® Small Cap Index	0.941%	2.783%	141,083	3,820	2023-10-31
iShares Russell 2000 Growth ETF	0.884%	0.000%	133,464	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.883%	0.756%	133,321	1,000	2024-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.879%	-0.143%	132,393	-189	2024-05-30
Alger Weatherbie Specialized Growth A	0.817%	-4.449%	106,259	-4,947	2022-10-31
T. Rowe Price US Smlr Cm Eq A USD	0.808%	0.745%	105,568	781	2022-12-31
Vanguard Tax-Managed Small Cap Adm	0.697%	-4.246%	105,151	-4,663	2024-09-30
J39 Schroder ISF US Smlr Coms Impct USD	0.639%	13.095%	96,522	11,176	2024-07-31
DFA US Micro Cap I	0.624%	0.000%	94,167	0	2024-09-30
DFA US Small Cap I	0.618%	-5.937%	93,124	-5,878	2024-06-30
SouthernSun SMID Cap Composite	0.614%	16.917%	92,639	13,404	2024-09-30
Fidelity Extended Market Index	0.607%	4.594%	91,506	4,019	2024-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.597%	-3.430%	90,087	-3,200	2024-10-31
State Street Instl Small-Cap Equity Inv	0.589%	0.000%	88,787	0	2024-09-30