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 2022
Institutional positions in US Bancorp DE as of Dec 31, 2022. 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
- 1,748
- +126 vs. Q3 2022
- Shares held
- 1.16B
- +53.2M (+4.8%) vs. Q3 2022
- Total value
- $50.7B
- +$5.92B (+13.2%) vs. Q3 2022
- New holders
- 219
- 675 more added
- Sold out
- 93
- 618 more reduced
30 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding US Bancorp DE; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shelton Capital Management | 8,502 | $370.8K | 0.04% | −11,829−58.2% | Reduced |
| JJJ Advisors Inc. | 7,724 | $371.2K | 0.10% | −154−2.0% | Reduced |
| Barber Financial Group, Inc. | 8,572 | $373.8K | 0.10% | +72+0.8% | Added |
| Venture Visionary Partners LLC | 8,619 | $375.9K | 0.03% | −105−1.2% | Reduced |
| Patron Partners Advisors, LLC | 8,627 | $376.2K | 0.28% | +142+1.7% | Added |
| Middleton & Co Inc | 8,688 | $378.9K | 0.06% | −1,575−15.3% | Reduced |
| Barr E S & Co | 8,689 | $378.9K | 0.03% | +1,389+19.0% | Added |
| Perkins Capital Management Inc | 8,684 | $379.0K | 0.40% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,608 | $379.5K | 0.02% | +108+1.3% | Added |
| Hummer Financial Advisory Services Inc | 8,626 | $380.3K | 0.42% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 8,775 | $382.3K | 0.05% | +905+11.5% | Added |
| Cambridge Advisors Inc. | 8,771 | $382.5K | 0.10% | −68−0.8% | Reduced |
| Greenfield Savings Bank | 8,774 | $382.6K | 0.25% | −575−6.2% | Reduced |
| Affinity Investment Advisors, LLC | 8,798 | $383.7K | 0.18% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 8,823 | $384.8K | 0.59% | +8,823 | New |
| Total Clarity Wealth Management, Inc. | 8,854 | $386.1K | 0.20% | +8,854 | New |
| Delta Asset Management LLC | 8,855 | $386.2K | 0.04% | +107+1.2% | Added |
| Renasant Bank | 8,862 | $386.5K | 0.29% | +1,673+23.3% | Added |
| Jmac Enterprises LLC | 8,867 | $386.7K | 0.11% | −5,772−39.4% | Reduced |
| Caldwell Trust Co | 8,868 | $386.7K | 0.05% | −784−8.1% | Reduced |
| Aveo Capital Partners, LLC | 8,877 | $387.1K | 0.06% | +928+11.7% | Added |
| Northwest Investment Counselors, LLC | 8,884 | $387.4K | 0.11% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 8,890 | $387.7K | 0.17% | −103,317−92.1% | Reduced |
| SlateStone Wealth, LLC | 8,915 | $388.8K | 0.09% | −1,281−12.6% | Reduced |
| Aberdeen Wealth Management LLC | 8,916 | $388.8K | 0.29% | +2,946+49.3% | Added |
| Ronald Blue Trust, Inc. | 9,689 | $391.0K | 0.01% | +2,161+28.7% | Added |
| Charles Schwab Trust Co | 8,969 | $391.1K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 9,000 | $392.0K | 0.17% | +365+4.2% | Added |
| Baker Ellis Asset Management LLC | 9,000 | $392.5K | 0.08% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 9,001 | $392.5K | 0.06% | +9,001 | New |
| Spire Wealth Management | 9,041 | $394.0K | 0.02% | +765+9.2% | Added |
| FirstPurpose Wealth LLC | 9,039 | $394.2K | 0.22% | +2,696+42.5% | Added |
| Excalibur Management Corp | 9,103 | $397.0K | 0.21% | −328−3.5% | Reduced |
| Marco Investment Management LLC | 9,115 | $397.5K | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 9,144 | $398.8K | 0.05% | +166+1.8% | Added |
| Wolff Financial Management LLC | 9,141 | $399.0K | 0.15% | +5+0.1% | Added |
| Global Financial Private Client, LLC | 9,158 | $399.4K | 0.22% | +8,648+1,695.7% | Added |
| Wallace Advisory Group, LLC | 9,172 | $400.0K | 0.32% | +9,172 | New |
| Landaas & Co | 9,097 | $401.0K | 0.22% | +9,097 | New |
| Trust Co of Toledo NA | 9,255 | $404.0K | 0.08% | +480+5.5% | Added |
| Pacific Global Investment Management CO | 9,274 | $404.4K | 0.09% | +129+1.4% | Added |
| City State Bank | 9,292 | $405.0K | 0.25% | −54−0.6% | Reduced |
| LSV Asset Management | 9,300 | $406.0K | 0.00% | −5,000−35.0% | Reduced |
| American Trust | 9,331 | $406.9K | 0.04% | −4,585−32.9% | Reduced |
| Baldrige Asset Management LLC | 9,380 | $409.0K | 0.18% | 00.0% | Unchanged |
| Advisors Management Group Inc | 9,371 | $409.0K | 0.15% | +121+1.3% | Added |
| Berger Financial Group, Inc | 9,406 | $410.2K | 0.05% | +1,623+20.9% | Added |
| Capital Investment Services of America, Inc. | 9,427 | $411.1K | 0.05% | −150−1.6% | Reduced |
| BancorpSouth Bank | 9,427 | $411.1K | 0.04% | +21+0.2% | Added |
| First Interstate Bank | 9,466 | $413.0K | 0.03% | −258−2.7% | Reduced |
| Aptus Capital Advisors, LLC | 9,474 | $413.2K | 0.01% | −31−0.3% | Reduced |
| Pathway Financial Advisers, LLC | 9,505 | $414.5K | 0.17% | +9,505 | New |
| Auxier Asset Management | 9,535 | $415.8K | 0.07% | 00.0% | Unchanged |
| Weik Capital Management | 9,615 | $419.0K | 0.20% | 00.0% | Unchanged |
| RDA Financial Network | 9,635 | $420.2K | 0.21% | +35+0.4% | Added |
| McDonald Capital Investors Inc | 9,649 | $420.8K | 0.03% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 9,692 | $422.7K | 0.01% | +83+0.9% | Added |
| Eagle Harbor Asset Management Inc | 9,694 | $422.8K | 0.62% | +3,582+58.6% | Added |
| STAR Financial Bank | 9,749 | $425.2K | 0.42% | +9,749 | New |
| Vision Capital Management, Inc. | 9,831 | $428.7K | 0.08% | 00.0% | Unchanged |
| Asio Capital, LLC | 9,900 | $431.7K | 0.12% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 9,311 | $432.6K | 0.20% | +510+5.8% | Added |
| Meridian Wealth Management, LLC | 9,931 | $433.1K | 0.04% | +1,229+14.1% | Added |
| Burt Wealth Advisors | 9,980 | $435.2K | 0.15% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 9,981 | $435.3K | 0.01% | −4,142−29.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,986 | $435.5K | 0.08% | −142−1.4% | Reduced |
| SS&H Financial Advisors, Inc. | 10,016 | $436.8K | 0.21% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 10,054 | $439.0K | 0.03% | −3,334−24.9% | Reduced |
| Inscription Capital, LLC | 10,097 | $440.4K | 0.15% | −285−2.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 10,124 | $441.5K | 0.02% | −111−1.1% | Reduced |
| Capital Asset Advisory Services LLC | 9,619 | $442.3K | 0.04% | −2,102−17.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,147 | $442.5K | 0.12% | −262−2.5% | Reduced |
| Linker Capital Management Inc. | 10,170 | $444.0K | 0.51% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 130,965 | $445.4K | 0.01% | −5,834−4.3% | Reduced |
| Putnam Investments LLC | 10,232 | $446.2K | 0.00% | +4,945+93.5% | Added |
| Qtron Investments LLC | 10,247 | $446.9K | 0.09% | +4,847+89.8% | Added |
| Mitchell Sinkler & Starr | 10,320 | $450.1K | 0.14% | +3,700+55.9% | Added |
| Titleist Asset Management, Ltd. | 10,327 | $450.4K | 0.11% | +10,327 | New |
| Act Two Investors LLC | 10,335 | $450.7K | 0.47% | +10,335 | New |
| Defined Wealth Management, LLC | 10,346 | $451.2K | 0.42% | −39−0.4% | Reduced |
| Kavar Capital Partners Group, LLC | 10,350 | $451.4K | 0.10% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 10,356 | $451.6K | 0.08% | −354−3.3% | Reduced |
| Hall Laurie J Trustee | 10,360 | $452.0K | 0.20% | −495−4.6% | Reduced |
| NorthRock Partners, LLC | 10,394 | $453.3K | 0.05% | +4,319+71.1% | Added |
| Thrive Wealth Management, LLC | 10,399 | $453.5K | 0.13% | −311−2.9% | Reduced |
| SRB Corp | 10,428 | $454.0K | 0.03% | +10,428 | New |
| Security National Bank of Sioux City Iowa | 10,449 | $456.0K | 0.35% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,478 | $456.9K | 0.03% | +1,899+22.1% | Added |
| Old Port Advisors | 10,519 | $458.7K | 0.17% | +10,519 | New |
| McAdam, LLC | 8,166 | $459.0K | 0.05% | −34−0.4% | Reduced |
| Ullmann Financial Group, Inc. | 10,535 | $459.4K | 0.11% | −35−0.3% | Reduced |
| Sage Capital Advisors,llc | 10,559 | $460.5K | 0.20% | 00.0% | Unchanged |
| Wintrust Investments LLC | 10,577 | $461.0K | 0.06% | −477−4.3% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,596 | $462.1K | 0.15% | 00.0% | Unchanged |
| FLC Capital Advisors | 10,599 | $462.2K | 0.14% | +3,129+41.9% | Added |
| Valmark Advisers, Inc. | 10,605 | $462.5K | 0.01% | −302−2.8% | Reduced |
| Courier Capital LLC | 10,614 | $462.9K | 0.05% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 10,616 | $463.0K | 0.04% | +661+6.6% | Added |
| High Net Worth Advisory Group LLC | 10,619 | $463.1K | 0.18% | +8,230+344.5% | Added |
| Papp L Roy & Associates | 10,650 | $464.4K | 0.07% | −206−1.9% | Reduced |