US Physicalrapy Inc (USPH) Ownership

100.62 ↑0.24 (0.24%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of US Physicalrapy Inc (USPH), owning a total of 2.3 million shares. Combined, the top 27 institutional holders of USPH own 90.76% of the company with a total of 13.5 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders increased their combined ownership of USPH by 312 thousand shares. 14 institutions bought 589,924 total additional shares and increased their ownership by an average of 4.84%. However 6 institutions sold 278,002 total shares and decreased their ownership by an average of 8.67%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of US Physicalrapy increased by a net total of 311,922 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.384%	3.398%	2,318,096	76,186	2023-12-31
Kayne Anderson Rudnick Investment Management LLC	9.064%	-8.522%	1,365,723	-127,225	2023-12-31
Morgan Stanley - Brokerage Accounts	7.411%	14.003%	1,116,745	137,169	2023-12-31
Vanguard Group Inc	7.051%	2.531%	1,062,427	26,224	2023-12-31
T. Rowe Price Investment Management,Inc.	5.052%	1.970%	761,260	14,708	2023-12-31
Copeland Capital Management, LLC	4.955%	-3.106%	746,676	-23,937	2023-12-31
State Street Corporation	3.732%	5.583%	562,318	29,735	2023-12-31
BTIM Corp	3.630%	0.666%	546,958	3,616	2023-12-31
SouthernSun Asset Management, LLC	3.180%	5.914%	479,214	26,758	2023-12-31
Schroder Investment Management Group	2.835%	10.984%	427,217	42,281	2023-12-31
Dimensional Fund Advisors, Inc.	2.656%	3.718%	400,183	14,344	2023-12-31
Riverbridge Partners LLC	2.572%	-1.497%	387,478	-5,890	2023-12-31
GW&K Investment Management, LLC	2.294%	-7.061%	345,715	-26,266	2023-12-31
Geode Capital Management, LLC	2.086%	5.866%	314,358	17,417	2023-12-31
Northern Trust Corp	1.517%	0.405%	228,625	921	2023-12-31
Ensign Peak Advisors Inc	1.427%	-29.783%	214,972	-91,182	2023-12-31
FMR Inc	1.323%	9.913%	199,281	17,973	2023-12-31
Fred Alger Management, LLC	1.271%	2.848%	191,454	5,302	2023-12-31
Envestnet Asset Management Inc	1.177%	0.000%	177,290	177,290	2023-12-31
Ameriprise Financial Inc	1.119%	-2.035%	168,553	-3,502	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.384%	3.398%	2,318,096	76,186	2023-12-31
Kayne Anderson Rudnick Investment Management LLC	9.064%	-8.522%	1,365,723	-127,225	2023-12-31
Morgan Stanley - Brokerage Accounts	7.411%	14.003%	1,116,745	137,169	2023-12-31
Vanguard Group Inc	7.051%	2.531%	1,062,427	26,224	2023-12-31
T. Rowe Price Investment Management,Inc.	5.052%	1.970%	761,260	14,708	2023-12-31
Copeland Capital Management, LLC	4.955%	-3.106%	746,676	-23,937	2023-12-31
Eaton Vance Management	4.344%	1.896%	567,390	10,557	2022-09-30
State Street Corporation	3.732%	5.583%	562,318	29,735	2023-12-31
BTIM Corp	3.630%	0.666%	546,958	3,616	2023-12-31
SouthernSun Asset Management, LLC	3.180%	5.914%	479,214	26,758	2023-12-31
Schroder Investment Management Group	2.835%	10.984%	427,217	42,281	2023-12-31
Dimensional Fund Advisors, Inc.	2.656%	3.718%	400,183	14,344	2023-12-31
Riverbridge Partners LLC	2.572%	-1.497%	387,478	-5,890	2023-12-31
GW&K Investment Management, LLC	2.294%	-7.061%	345,715	-26,266	2023-12-31
Geode Capital Management, LLC	2.086%	5.866%	314,358	17,417	2023-12-31
T. Rowe Price Associates, Inc.	2.033%	-78.756%	264,256	-979,641	2022-09-30
Northern Trust Corp	1.517%	0.405%	228,625	921	2023-12-31
Ensign Peak Advisors Inc	1.427%	-29.783%	214,972	-91,182	2023-12-31
FMR Inc	1.323%	9.913%	199,281	17,973	2023-12-31
Fred Alger Management, LLC	1.271%	2.848%	191,454	5,302	2023-12-31
Envestnet Asset Management Inc	1.177%	0.000%	177,290	177,290	2023-12-31
Ameriprise Financial Inc	1.119%	-2.035%	168,553	-3,502	2023-12-31
Bank of New York Mellon Corp	1.055%	-0.459%	158,127	-729	2023-09-30
Charles Schwab Investment Management Inc	0.946%	8.077%	141,722	10,591	2023-06-30
Victory Capital Management Inc.	1.021%	81.733%	132,963	59,799	2022-12-31
Bank of America Corp	0.909%	47.884%	118,174	38,264	2022-06-30
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 31 mutual fund holders of USPH own 63.07% of the company with a total of 9.4 million shares.

In the latest ownership report on March 28th 2024, the top 31 fund holders increased their combined ownership of USPH by 5 thousand shares. 3 funds bought 4,956 total additional shares and increased their ownership by an average of 0.39%. However 1 funds sold 150 total shares and decreased their ownership by an average of 0.12%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding US Physicalrapy increased by a net total of 4,806 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	6.752%	0.137%	1,017,387	1,392	2024-03-28
iShares Russell 2000 ETF	2.427%	0.946%	365,759	3,429	2024-03-28
SPDR® Portfolio S&P 600 Sm Cap ETF	0.893%	0.101%	134,496	135	2024-03-28
iShares Russell 2000 Growth ETF	0.855%	-0.116%	128,787	-150	2024-03-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.752%	0.137%	1,017,387	1,392	2024-03-28
Virtus KAR Small-Cap Growth I	6.182%	-10.819%	931,500	-113,000	2023-12-31
Calvert Small-Cap A	5.225%	4.614%	787,311	34,721	2024-02-29
Calvert US Small-Cap Strategy	4.995%	10.639%	752,590	72,368	2023-12-31
Calvert US Small-Cap SMA	4.112%	17.857%	537,096	81,378	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.069%	-0.489%	462,399	-2,271	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.665%	2.365%	399,361	9,226	2023-03-31
SouthernSun Small Cap	2.451%	0.556%	369,259	2,043	2023-12-31
iShares Russell 2000 ETF	2.427%	0.946%	365,759	3,429	2024-03-28
T. Rowe Price US Small-Cap Core Equity	2.077%	-0.160%	313,029	-500	2023-12-31
T. Rowe Price Small-Cap Stock	2.077%	-0.160%	313,029	-500	2023-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.456%	-0.091%	219,379	-200	2024-02-29
Boston Trust Walden Small Cap	1.416%	-1.101%	213,400	-2,375	2024-02-29
Vanguard Extended Market Index Investor	1.365%	-0.019%	204,505	-38	2023-08-31
Fidelity Select Health Care Svcs Port	1.316%	0.000%	198,300	0	2024-02-29
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	1.095%	-3.481%	165,018	-5,951	2023-12-31
T. Rowe Price U.S. SC Core Eq Tr-Z	1.028%	4.519%	154,949	6,700	2023-12-31
Fidelity Small Cap Index	0.998%	1.538%	150,305	2,277	2024-01-31
Schroder US Smaller Companies Acc	0.995%	0.000%	149,883	0	2024-02-29
Fidelity® Small Cap Index	0.941%	2.783%	141,083	3,820	2023-10-31
T. Rowe Price Instl Small-Cap Stock	0.895%	0.000%	134,888	0	2023-12-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.893%	0.101%	134,496	135	2024-03-28
iShares Russell 2000 Growth ETF	0.855%	-0.116%	128,787	-150	2024-03-28
State Street Instl Small-Cap Equity Inv	0.787%	0.000%	117,956	0	2024-01-31
Vanguard Tax-Managed Small Cap Adm	0.777%	0.000%	117,085	0	2024-02-29
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
DFA US Small Cap I	0.690%	0.000%	101,559	0	2023-04-30