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 |
|---|---|---|---|---|---|
| Forbes J M & Co LLP | 13,877 | $605.0K | 0.09% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 12,243 | $608.1K | 0.04% | −257−2.1% | Reduced |
| Geneos Wealth Management Inc. | 13,986 | $609.9K | 0.04% | +2,487+21.6% | Added |
| Fortitude Advisory Group L.L.C. | 14,035 | $612.1K | 0.53% | −9−0.1% | Reduced |
| Sweet Financial Partners, LLC | 14,074 | $613.8K | 0.18% | +4,053+40.4% | Added |
| Procyon Private Wealth Partners, LLC | 14,094 | $614.6K | 0.11% | +2,548+22.1% | Added |
| Summit X, LLC | 13,377 | $615.7K | 0.18% | −15−0.1% | Reduced |
| Thoroughbred Financial Services, LLC | 14,128 | $616.0K | 0.10% | +1,064+8.1% | Added |
| Ledge Wealth Management, Inc. | 14,128 | $616.0K | 0.28% | +14,128 | New |
| Zhang Financial LLC | 14,134 | $616.4K | 0.08% | −368−2.5% | Reduced |
| Pinnacle Associates Ltd | 14,158 | $617.4K | 0.01% | +645+4.8% | Added |
| Whittier Trust Co of Nevada Inc | 14,188 | $618.7K | 0.02% | −307−2.1% | Reduced |
| Bremer Bank National Association | 14,215 | $620.0K | 0.12% | −959−6.3% | Reduced |
| Asset Dedication, LLC | 14,287 | $623.0K | 0.06% | −1,192−7.7% | Reduced |
| L2 Asset Management, LLC | 14,318 | $624.4K | 0.40% | −4,923−25.6% | Reduced |
| Powers Advisory Group, LLC | 14,349 | $625.8K | 0.46% | +876+6.5% | Added |
| White Pine Capital LLC | 14,406 | $628.2K | 0.25% | +600+4.3% | Added |
| North Star Asset Management Inc | 14,410 | $628.4K | 0.04% | −245−1.7% | Reduced |
| Grove Bank & Trust | 14,429 | $629.0K | 0.14% | +5,755+66.3% | Added |
| Forza Wealth Management, LLC | 14,425 | $629.1K | 0.42% | +14,425 | New |
| Signaturefd, LLC | 14,426 | $629.1K | 0.02% | +1,673+13.1% | Added |
| Jacobi Capital Management LLC | 14,435 | $629.5K | 0.08% | +371+2.6% | Added |
| Coastline Trust Co | 14,435 | $629.5K | 0.09% | −1,200−7.7% | Reduced |
| Duff & Phelps Investment Management Co | 14,450 | $630.2K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 14,514 | $633.1K | 0.03% | −1,696−10.5% | Reduced |
| LWMG, LLC | 14,527 | $633.5K | 0.23% | +14,527 | New |
| CWS Financial Advisors, LLC | 11,486 | $635.0K | 0.27% | +892+8.4% | Added |
| Bridgewater Advisors Inc. | 14,569 | $635.4K | 0.15% | −1,665−10.3% | Reduced |
| Alliance Wealth Advisors, LLC | 14,616 | $637.4K | 0.29% | +14,616 | New |
| My Legacy Advisors, LLC | 12,941 | $638.0K | 0.27% | +1,587+14.0% | Added |
| Moody Lynn & Lieberson, LLC | 14,680 | $640.0K | 0.06% | 00.0% | Unchanged |
| Tradewinds, LLC. | 3,687 | $640.9K | 0.67% | −4,367−54.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 14,700 | $641.1K | 0.44% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 14,774 | $644.3K | 0.10% | +14,774 | New |
| Wrapmanager Inc | 14,814 | $646.0K | 0.21% | −2,192−12.9% | Reduced |
| Rockland Trust Co | 14,792 | $646.0K | 0.04% | +5,136+53.2% | Added |
| Fund Management at Engine No. 1 LLC | 14,888 | $649.3K | 0.16% | +1,887+14.5% | Added |
| Blueshift Asset Management, LLC | 14,947 | $651.8K | 0.30% | −10,041−40.2% | Reduced |
| Rothschild Investment Corp | 14,997 | $654.0K | 0.06% | −260−1.7% | Reduced |
| Boyd Watterson Asset Management LLC | 15,000 | $654.1K | 0.27% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 14,848 | $654.5K | 0.03% | +4,077+37.9% | Added |
| Iams Wealth Management, LLC | 15,008 | $654.5K | 0.67% | +15,008 | New |
| L & S Advisors Inc | 15,015 | $654.8K | 0.12% | −300−2.0% | Reduced |
| Lakeview Capital Partners, LLC | 13,456 | $656.6K | 0.21% | −5,515−29.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 15,114 | $659.1K | 0.38% | +278+1.9% | Added |
| Centennial Wealth Advisory LLC | 15,194 | $662.6K | 0.37% | +2,034+15.5% | Added |
| Inceptionr LLC | 15,256 | $665.3K | 0.35% | +15,256 | New |
| Trust Asset Management LLC | 15,277 | $666.2K | 0.08% | 00.0% | Unchanged |
| VeraBank, N.A. | 15,298 | $667.1K | 0.33% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 15,332 | $668.6K | 0.20% | +3,880+33.9% | Added |
| Parallel Advisors, LLC | 15,353 | $669.6K | 0.03% | +1,963+14.7% | Added |
| Punch & Associates Investment Management, Inc. | 15,354 | $669.6K | 0.04% | 00.0% | Unchanged |
| McRae Capital Management Inc | 15,366 | $670.1K | 0.20% | −7,420−32.6% | Reduced |
| Davidson Trust Co | 15,381 | $670.8K | 0.59% | −600−3.8% | Reduced |
| Axim Planning & Wealth | 15,423 | $672.6K | 0.69% | 00.0% | Unchanged |
| Addison Capital Co | 15,442 | $673.0K | 0.43% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 15,523 | $677.0K | 0.07% | −1,444−8.5% | Reduced |
| AIA Group Ltd | 15,592 | $680.0K | 0.04% | +11,769+307.8% | Added |
| Viawealth, LLC | 14,600 | $680.5K | 0.56% | +14,600 | New |
| Global Retirement Partners, LLC | 15,617 | $681.1K | 0.05% | +49+0.3% | Added |
| Altfest L J & Co Inc | 15,682 | $684.0K | 0.11% | +152+1.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,858 | $691.6K | 0.08% | +800+5.3% | Added |
| Private Advisor Group, LLC | 81,745 | $692.8K | 0.03% | +8,016+10.9% | Added |
| Benjamin Edwards Inc | 15,897 | $693.0K | 0.18% | +352+2.3% | Added |
| Axq Capital, LP | 16,175 | $705.4K | 0.49% | +16,175 | New |
| Paloma Partners Management Co | 16,383 | $714.5K | 0.16% | +15,983+3,995.8% | Added |
| Hirtle Callaghan & Co LLC | 16,469 | $718.2K | 0.04% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 16,590 | $723.5K | 0.53% | +1,789+12.1% | Added |
| IFG Advisors, LLC | 16,625 | $725.0K | 0.32% | 00.0% | Unchanged |
| Matisse Capital | 16,738 | $729.9K | 0.65% | −1,002−5.6% | Reduced |
| Cigna Investments Inc | 16,916 | $738.0K | 0.15% | +316+1.9% | Added |
| Larson Financial Group LLC | 17,002 | $741.5K | 0.09% | +347+2.1% | Added |
| AdvisorNet Financial, Inc | 17,012 | $741.9K | 0.07% | −1,397−7.6% | Reduced |
| Gould Capital, LLC | 17,053 | $743.7K | 0.59% | −1,893−10.0% | Reduced |
| David Loasby | 15,905 | $749.3K | 0.10% | +2,562+19.2% | Added |
| Beck Mack & Oliver LLC | 17,202 | $750.2K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 17,240 | $751.8K | 0.07% | +2,704+18.6% | Added |
| Wealth Advisory Solutions, LLC | 17,318 | $755.2K | 0.20% | −29,832−63.3% | Reduced |
| Stratos Wealth Advisors, LLC | 17,327 | $755.6K | 0.06% | −6,605−27.6% | Reduced |
| Diversified Trust Co | 17,398 | $759.0K | 0.03% | +11,336+187.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,481 | $762.0K | 0.05% | −2,520−12.6% | Reduced |
| Lido Advisors, LLC | 17,489 | $762.7K | 0.01% | +626+3.7% | Added |
| Monetary Management Group Inc | 17,615 | $768.2K | 0.24% | −271−1.5% | Reduced |
| Gyon Technologies Capital Management, LP | 17,660 | $770.2K | 0.29% | −97,592−84.7% | Reduced |
| HighMark Wealth Management LLC | 17,869 | $779.3K | 0.59% | −21−0.1% | Reduced |
| Integrated Advisors Network LLC | 17,934 | $782.1K | 0.05% | −814−4.3% | Reduced |
| Flputnam Investment Management Co | 17,974 | $783.8K | 0.03% | −1,294−6.7% | Reduced |
| Orleans Capital Management Corp | 18,000 | $785.0K | 0.60% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 18,023 | $786.0K | 0.02% | −521−2.8% | Reduced |
| Brady Family Wealth, LLC | 18,025 | $786.1K | 0.32% | +18,025 | New |
| Texas Capital Bancshares Inc | 18,135 | $790.9K | 0.55% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18,163 | $792.1K | 0.09% | +682+3.9% | Added |
| Money Concepts Capital Corp | 18,249 | $795.9K | 0.04% | +15,683+611.2% | Added |
| Naviter Wealth, LLC | 17,061 | $796.2K | 0.22% | +2,474+17.0% | Added |
| International Assets Investment Management, LLC | 424,205 | $796.3K | 0.08% | +416,867+5,680.9% | Added |
| Western Wealth Management, LLC | 18,336 | $799.6K | 0.08% | −13,952−43.2% | Reduced |
| Campbell Newman Asset Management Inc | 18,412 | $802.9K | 0.08% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 16,458 | $807.9K | 0.06% | −87−0.5% | Reduced |
| WealthPLAN Partners, LLC | 16,458 | $808.6K | 0.06% | +16,458 | New |
| Legacy Wealth Asset Management, LLC | 18,701 | $815.6K | 0.31% | +260+1.4% | Added |