US Bancorp DE
USB- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000036104
In the last 90 days, US Bancorp DE insiders filed 0 open-market purchases and 3 sales; 2,071 institutions reported holding it in 13F filings for Q2 2026, worth $76.8B in total; Daily Journal is the only superinvestor holding it.
13F holders, Q4 2021
Institutional positions in US Bancorp DE as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,796
- +138 vs. Q3 2021
- Shares held
- 1.12B
- +8.36M (+0.8%) vs. Q3 2021
- Total value
- $62.9B
- −$3.14B (−4.7%) vs. Q3 2021
- New holders
- 239
- 694 more added
- Sold out
- 101
- 568 more reduced
27 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting USB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,071 | $76.8B |
| Q1 2026 | 1,982 | $64.8B |
| Q4 2025 | 2,012 | $67.3B |
| Q3 2025 | 1,871 | $58.6B |
| Q2 2025 | 1,839 | $56.7B |
| Q1 2025 | 1,821 | $52.3B |
| Q4 2024 | 1,855 | $60.3B |
| Q3 2024 | 1,721 | $55.9B |
| Q2 2024 | 1,677 | $48.4B |
| Q1 2024 | 1,705 | $54.6B |
| Q4 2023 | 1,712 | $52.7B |
| Q3 2023 | 1,575 | $40.3B |
| Q2 2023 | 1,595 | $38.9B |
| Q1 2023 | 1,670 | $42.1B |
| Q4 2022 | 1,748 | $50.7B |
| Q3 2022 | 1,652 | $44.9B |
| Q2 2022 | 1,688 | $51.8B |
| Q1 2022 | 1,758 | $59.9B |
| Q4 2021 | 1,796 | $62.9B |
| Q3 2021 | 1,685 | $66.1B |
| Q2 2021 | 1,656 | $63.3B |
| Q1 2021 | 1,631 | $62.2B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding US Bancorp DE; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 5,237 | $294.0K | 0.13% | +277+5.6% | Added |
| Sandy Spring Bank | 5,266 | $295.0K | 0.01% | −72−1.3% | Reduced |
| Rehmann Capital Advisory Group | 5,255 | $295.2K | 0.03% | −332−5.9% | Reduced |
| Opal Wealth Advisors, LLC | 5,282 | $297.0K | 0.19% | −197−3.6% | Reduced |
| Geller Advisors LLC | 5,249 | $297.0K | 0.06% | +3+0.1% | Added |
| Ignite Planners, LLC | 4,769 | $297.0K | 0.19% | +4,769 | New |
| Legacy Capital Partners, Inc. | 5,306 | $298.0K | 0.10% | −1,350−20.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,310 | $298.0K | 0.01% | +175+3.4% | Added |
| Pointe Capital Management LLC | 5,320 | $299.0K | 0.19% | 00.0% | Unchanged |
| Sadoff Investment Management LLC | 5,336 | $300.0K | 0.02% | −171−3.1% | Reduced |
| Schechter Investment Advisors, LLC | 5,368 | $301.0K | 0.03% | +5,368 | New |
| Summit Financial Group Inc | 5,377 | $302.0K | 0.10% | 00.0% | Unchanged |
| Pendal Group Limited | 5,385 | $302.0K | 0.00% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,377 | $302.0K | 0.07% | +5,377 | New |
| Siena Capital LLC | 5,419 | $304.0K | 0.17% | +5,419 | New |
| Barings LLC | 5,439 | $305.0K | 0.01% | −608−10.1% | Reduced |
| Wendell David Associates Inc | 5,423 | $305.0K | 0.03% | +1,002+22.7% | Added |
| Mayflower Financial Advisors, LLC | 5,443 | $306.0K | 0.04% | −3−0.1% | Reduced |
| Riverview Trust Co | 5,440 | $306.0K | 0.18% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 5,449 | $306.0K | 0.14% | +5,449 | New |
| Liberty Wealth Management LLC | – | $308.0K | 0.12% | – | – |
| Fruth Investment Management | 5,500 | $308.0K | 0.08% | 00.0% | Unchanged |
| US Asset Management LLC | 5,476 | $308.0K | 0.29% | −8−0.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,500 | $309.0K | 0.05% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,505 | $309.0K | 0.02% | +202+3.8% | Added |
| Matrix Private Capital Group LLC | 5,469 | $310.0K | 0.15% | +273+5.3% | Added |
| Pinnacle Private Wealth, LLC | 5,515 | $310.0K | 0.10% | +5,515 | New |
| Cerro Pacific Wealth Advisors LLC | 5,531 | $311.0K | 0.20% | −748−11.9% | Reduced |
| Field & Main Bank | 5,543 | $311.0K | 0.18% | +335+6.4% | Added |
| Evermay Wealth Management LLC | 5,562 | $312.0K | 0.06% | +130+2.4% | Added |
| Menard Financial Group LLC | 5,576 | $313.0K | 0.26% | −201−3.5% | Reduced |
| Capital Insight Partners, LLC | 5,575 | $313.0K | 0.06% | 00.0% | Unchanged |
| BancorpSouth Bank | 5,564 | $313.0K | 0.04% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 5,593 | $314.0K | 0.12% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 5,594 | $314.0K | 0.04% | +248+4.6% | Added |
| Corundum Group, Inc. | 5,609 | $315.0K | 0.21% | +730+15.0% | Added |
| Johnson Bixby & Associates, LLC | 5,635 | $317.0K | 0.08% | −450−7.4% | Reduced |
| Bell Rock Capital LLC | 5,386 | $317.0K | 0.23% | +5,386 | New |
| Kellett Schaffner Wealth Advisors LLC | 5,636 | $317.0K | 0.24% | +5,636 | New |
| Merriman Wealth Management, LLC | 5,666 | $318.0K | 0.02% | −203−3.5% | Reduced |
| Wealthquest Corp | 5,664 | $318.0K | 0.05% | 00.0% | Unchanged |
| Putnam Investments LLC | 5,694 | $320.0K | 0.00% | −50−0.9% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 5,700 | $320.0K | 0.09% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 5,741 | $322.0K | 0.09% | −67−1.2% | Reduced |
| FSA Wealth Management LLC | 5,741 | $322.0K | 0.19% | +52+0.9% | Added |
| Seeyond | 5,789 | $325.0K | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 5,810 | $326.0K | 0.00% | −21,523−78.7% | Reduced |
| Tradewinds Capital Management, LLC | 5,821 | $327.0K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,807 | $327.0K | 0.02% | +1,259+27.7% | Added |
| German American Bancorp, Inc. | 5,845 | $328.0K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 5,852 | $329.0K | 0.14% | −382−6.1% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 5,870 | $330.0K | 0.22% | −50−0.8% | Reduced |
| D L Carlson Investment Group Inc | 5,919 | $332.0K | 0.05% | 00.0% | Unchanged |
| Spinnaker Trust | 5,916 | $332.0K | 0.02% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 5,907 | $332.0K | 0.07% | +12+0.2% | Added |
| Karp Capital Management Corp | 5,919 | $332.0K | 0.04% | +922+18.5% | Added |
| Aberdeen Wealth Management LLC | 5,954 | $334.0K | 0.22% | +4+0.1% | Added |
| Innovative Portfolios LLC | 5,939 | $334.0K | 1.89% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 5,948 | $334.0K | 0.64% | +5,948 | New |
| Ballast Advisors LLC | 5,957 | $335.0K | 0.13% | +4+0.1% | Added |
| Tower Bridge Advisors | 5,970 | $335.3K | 0.02% | −200−3.2% | Reduced |
| Check Capital Management Inc | 5,985 | $336.0K | 0.03% | −3,500−36.9% | Reduced |
| Arvest Trust Co N A | 5,981 | $336.0K | 0.02% | +5,981 | New |
| Laird Norton Trust Company, LLC | 6,002 | $337.0K | 0.03% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 6,022 | $338.0K | 0.03% | +49+0.8% | Added |
| Shulman DeMeo Asset Management LLC | 6,010 | $338.0K | 0.09% | +52+0.9% | Added |
| Fayez Sarofim & Co | 6,015 | $338.0K | 0.00% | +6,015 | New |
| Stokes Family Office, LLC | 6,032 | $339.0K | 0.04% | +1,195+24.7% | Added |
| Vigilant Capital Management, LLC | 6,050 | $340.0K | 0.02% | +2,550+72.9% | Added |
| St Germain D J Co Inc | 6,065 | $341.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 6,071 | $341.0K | 0.16% | +6,071 | New |
| Terril Brothers, Inc. | 6,092 | $342.0K | 0.08% | −150−2.4% | Reduced |
| Baker Boyer National Bank | 6,088 | $342.0K | 0.16% | +6,088 | New |
| Douglass Winthrop Advisors, LLC | 6,100 | $343.0K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 6,119 | $344.0K | 0.02% | +170+2.9% | Added |
| Personal Capital Advisors Corp | 6,147 | $345.0K | 0.00% | +1,005+19.5% | Added |
| Sloy Dahl & Holst, LLC | 5,827 | $346.0K | 0.07% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 6,182 | $347.0K | 0.02% | +632+11.4% | Added |
| Boothbay Fund Management, LLC | 6,191 | $348.0K | 0.01% | +6,191 | New |
| ProVise Management Group, LLC | 6,213 | $349.0K | 0.03% | 00.0% | Unchanged |
| FLC Capital Advisors | 6,238 | $350.0K | 0.10% | −272−4.2% | Reduced |
| Credit Agricole S A | 6,250 | $351.0K | 0.01% | −1,643−20.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 6,252 | $351.0K | 0.10% | −126−2.0% | Reduced |
| BNC Wealth Management, LLC | 6,251 | $351.0K | 0.17% | +2,655+73.8% | Added |
| Bell Bank | 6,284 | $353.0K | 0.04% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 6,325 | $355.0K | 0.01% | +67+1.1% | Added |
| DuPont Capital Management Corp | 6,364 | $357.0K | 0.01% | −70,581−91.7% | Reduced |
| Epiq Partners, LLC | 6,395 | $359.0K | 0.19% | −1,500−19.0% | Reduced |
| Augustine Asset Management Inc | 6,429 | $361.0K | 0.18% | −18−0.3% | Reduced |
| Axiom Financial Strategies, LLC | 6,451 | $362.0K | 0.16% | +666+11.5% | Added |
| Mission Creek Capital Partners, Inc. | 6,452 | $362.0K | 0.07% | +748+13.1% | Added |
| HM Capital Management, LLC | 6,457 | $363.0K | 0.14% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 6,485 | $364.0K | 0.08% | −50−0.8% | Reduced |
| Level Four Advisory Services, LLC | 6,494 | $365.0K | 0.03% | −12,224−65.3% | Reduced |
| XTX Topco Ltd | 6,513 | $366.0K | 0.21% | −6,604−50.3% | Reduced |
| Bank of New Hampshire | 6,519 | $366.0K | 0.09% | −536−7.6% | Reduced |
| Golden State Wealth Management, LLC | 6,518 | $366.0K | 0.06% | +6,518 | New |
| Provident Trust Co | 6,534 | $367.0K | 0.01% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 6,560 | $368.0K | 0.04% | −52−0.8% | Reduced |
| Cim Investment Mangement Inc | 6,578 | $369.0K | 0.11% | −127−1.9% | Reduced |