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 |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 15,277 | $666.2K | 0.08% | 00.0% | Unchanged |
| Inceptionr LLC | 15,256 | $665.3K | 0.35% | +15,256 | New |
| Centennial Wealth Advisory LLC | 15,194 | $662.6K | 0.37% | +2,034+15.5% | Added |
| DHJJ Financial Advisors, Ltd. | 15,114 | $659.1K | 0.38% | +278+1.9% | Added |
| Lakeview Capital Partners, LLC | 13,456 | $656.6K | 0.21% | −5,515−29.1% | Reduced |
| L & S Advisors Inc | 15,015 | $654.8K | 0.12% | −300−2.0% | Reduced |
| Iams Wealth Management, LLC | 15,008 | $654.5K | 0.67% | +15,008 | New |
| Evergreen Capital Management LLC | 14,848 | $654.5K | 0.03% | +4,077+37.9% | Added |
| Boyd Watterson Asset Management LLC | 15,000 | $654.1K | 0.27% | 00.0% | Unchanged |
| Rothschild Investment Corp | 14,997 | $654.0K | 0.06% | −260−1.7% | Reduced |
| Blueshift Asset Management, LLC | 14,947 | $651.8K | 0.30% | −10,041−40.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 14,888 | $649.3K | 0.16% | +1,887+14.5% | Added |
| 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 |
| Virtue Capital Management, LLC | 14,774 | $644.3K | 0.10% | +14,774 | New |
| Trail Ridge Investment Advisors, LLC | 14,700 | $641.1K | 0.44% | 00.0% | Unchanged |
| Tradewinds, LLC. | 3,687 | $640.9K | 0.67% | −4,367−54.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 14,680 | $640.0K | 0.06% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 12,941 | $638.0K | 0.27% | +1,587+14.0% | Added |
| Alliance Wealth Advisors, LLC | 14,616 | $637.4K | 0.29% | +14,616 | New |
| Bridgewater Advisors Inc. | 14,569 | $635.4K | 0.15% | −1,665−10.3% | Reduced |
| CWS Financial Advisors, LLC | 11,486 | $635.0K | 0.27% | +892+8.4% | Added |
| LWMG, LLC | 14,527 | $633.5K | 0.23% | +14,527 | New |
| Great Valley Advisor Group, Inc. | 14,514 | $633.1K | 0.03% | −1,696−10.5% | Reduced |
| Duff & Phelps Investment Management Co | 14,450 | $630.2K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 14,435 | $629.5K | 0.09% | −1,200−7.7% | Reduced |
| Jacobi Capital Management LLC | 14,435 | $629.5K | 0.08% | +371+2.6% | Added |
| Signaturefd, LLC | 14,426 | $629.1K | 0.02% | +1,673+13.1% | Added |
| Forza Wealth Management, LLC | 14,425 | $629.1K | 0.42% | +14,425 | New |
| Grove Bank & Trust | 14,429 | $629.0K | 0.14% | +5,755+66.3% | Added |
| North Star Asset Management Inc | 14,410 | $628.4K | 0.04% | −245−1.7% | Reduced |
| White Pine Capital LLC | 14,406 | $628.2K | 0.25% | +600+4.3% | Added |
| Powers Advisory Group, LLC | 14,349 | $625.8K | 0.46% | +876+6.5% | Added |
| L2 Asset Management, LLC | 14,318 | $624.4K | 0.40% | −4,923−25.6% | Reduced |
| Asset Dedication, LLC | 14,287 | $623.0K | 0.06% | −1,192−7.7% | Reduced |
| Bremer Bank National Association | 14,215 | $620.0K | 0.12% | −959−6.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,188 | $618.7K | 0.02% | −307−2.1% | Reduced |
| Pinnacle Associates Ltd | 14,158 | $617.4K | 0.01% | +645+4.8% | Added |
| Zhang Financial LLC | 14,134 | $616.4K | 0.08% | −368−2.5% | 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 |
| Summit X, LLC | 13,377 | $615.7K | 0.18% | −15−0.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,094 | $614.6K | 0.11% | +2,548+22.1% | Added |
| Sweet Financial Partners, LLC | 14,074 | $613.8K | 0.18% | +4,053+40.4% | Added |
| Fortitude Advisory Group L.L.C. | 14,035 | $612.1K | 0.53% | −9−0.1% | Reduced |
| Geneos Wealth Management Inc. | 13,986 | $609.9K | 0.04% | +2,487+21.6% | Added |
| Chicago Partners Investment Group LLC | 12,243 | $608.1K | 0.04% | −257−2.1% | Reduced |
| Forbes J M & Co LLP | 13,877 | $605.0K | 0.09% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 13,835 | $603.3K | 0.21% | −390−2.7% | Reduced |
| Berkeley, Inc | 13,823 | $602.8K | 0.46% | +390+2.9% | Added |
| M&R Capital Management Inc | 13,783 | $601.1K | 0.17% | −432−3.0% | Reduced |
| West Paces Advisors Inc. | 13,530 | $590.0K | 0.19% | +691+5.4% | Added |
| Vivaldi Capital Management, LLC | 12,657 | $589.9K | 0.15% | −41−0.3% | Reduced |
| Saber Capital Managment, LLC | 13,520 | $589.6K | 0.64% | +13,520 | New |
| Avidian Wealth Solutions, LLC | 13,515 | $589.4K | 0.04% | −675−4.8% | Reduced |
| Interactive Financial Advisors | 13,462 | $587.1K | 0.35% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 13,461 | $587.0K | 0.08% | +680+5.3% | Added |
| Kinneret Advisory, LLC | 13,251 | $584.2K | 0.08% | −4,398−24.9% | Reduced |
| Waldron Private Wealth LLC | 14,330 | $584.0K | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 13,230 | $580.8K | 0.02% | −467−3.4% | Reduced |
| V Wealth Advisors LLC | 13,306 | $580.3K | 0.12% | −1,868−12.3% | Reduced |
| First Affirmative Financial Network | 13,273 | $578.8K | 0.70% | −8,393−38.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,271 | $578.7K | 0.24% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 11,733 | $576.0K | 1.01% | +11,733 | New |
| Migdal Insurance & Financial Holdings Ltd. | 13,154 | $573.0K | 0.01% | +10,468+389.7% | Added |
| Murphy Pohlad Asset Management LLC | 13,098 | $571.2K | 0.23% | +505+4.0% | Added |
| XTX Topco Ltd | 13,050 | $569.1K | 0.12% | +7,042+117.2% | Added |
| Manchester Capital Management LLC | 13,045 | $568.9K | 0.08% | +3,377+34.9% | Added |
| Great Waters Wealth Management | 11,555 | $567.9K | 0.12% | +11,555 | New |
| Isthmus Partners, LLC | 12,983 | $566.2K | 0.09% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 12,977 | $565.9K | 0.06% | +498+4.0% | Added |
| Jag Capital Management, LLC | 12,970 | $565.6K | 0.08% | −2,411−15.7% | Reduced |
| Comerica Securities,inc. | 12,825 | $565.5K | 0.04% | −2,727−17.5% | Reduced |
| Barry Investment Advisors, LLC | 12,958 | $565.1K | 0.18% | +1,225+10.4% | Added |
| Graypoint LLC | 12,958 | $565.1K | 0.07% | −3,196−19.8% | Reduced |
| Carlson Capital Management | 12,956 | $565.0K | 0.04% | −431−3.2% | Reduced |
| Credit Agricole S A | 12,933 | $564.0K | 0.02% | +595+4.8% | Added |
| MidWestOne Financial Group, Inc. | 12,910 | $563.0K | 0.13% | −10,769−45.5% | Reduced |
| Clarius Group, LLC | 12,912 | $563.0K | 0.05% | −91−0.7% | Reduced |
| Gilbert & Cook, Inc. | 12,869 | $561.2K | 0.10% | +210+1.7% | Added |
| Hendershot Investments Inc. | 12,866 | $561.1K | 0.09% | 00.0% | Unchanged |
| Beacon Financial Group | 12,688 | $559.0K | 0.08% | −255−2.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 12,808 | $558.6K | 0.13% | 00.0% | Unchanged |
| Rossmore Private Capital | 12,772 | $557.0K | 0.09% | +18+0.1% | Added |
| First National Bank | 12,751 | $556.1K | 0.47% | 00.0% | Unchanged |
| Algert Global LLC | 12,736 | $555.4K | 0.03% | +12,736 | New |
| Whittier Trust Co | 12,679 | $552.9K | 0.01% | −654−4.9% | Reduced |
| AlphaStar Capital Management, LLC | 12,598 | $549.4K | 0.06% | +737+6.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 12,565 | $548.0K | 0.43% | −200−1.6% | Reduced |
| Lion Street Advisors, LLC | 9,034 | $545.4K | 0.29% | +163+1.8% | Added |
| Sound View Wealth Advisors Group, LLC | 12,592 | $545.0K | 0.06% | +12,592 | New |
| Peoples Financial Services Corp. | 12,337 | $538.0K | 0.25% | −900−6.8% | Reduced |
| Poehling Capital Management, LLC | 12,282 | $535.6K | 0.20% | −305−2.4% | Reduced |
| Clark Capital Management Group, Inc. | 12,273 | $535.2K | 0.00% | +18+0.1% | Added |
| Belpointe Asset Management LLC | 12,264 | $534.8K | 0.03% | +6,068+97.9% | Added |
| Grey Fox Wealth Advisors, LLC | 12,192 | $531.7K | 0.35% | +12,192 | New |
| Oxinas Partners Wealth Management LLC | 12,167 | $530.6K | 0.45% | −1,109−8.4% | Reduced |
| Symmetry Partners, LLC | 12,107 | $528.0K | 0.03% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 12,077 | $527.0K | 0.10% | −630−5.0% | Reduced |
| Foundations Investment Advisors, LLC | 12,082 | $526.9K | 0.02% | +2,694+28.7% | Added |