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; 2,070 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 | 2,070 | $76.8B |
| Q1 2026 | 1,982 | $64.8B |
| Q4 2025 | 2,011 | $67.3B |
| Q3 2025 | 1,870 | $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 |
|---|---|---|---|---|---|
| Baker Boyer National Bank | 7,454 | $325.1K | 0.14% | −411−5.2% | Reduced |
| Pendal Group Limited | 7,447 | $324.8K | 0.00% | +7,447 | New |
| Mission Creek Capital Partners, Inc. | 7,402 | $322.8K | 0.12% | +218+3.0% | Added |
| LBMC Investment Advisors, LLC | 7,400 | $322.7K | 0.03% | +27+0.4% | Added |
| Marietta Investment Partners LLC | 7,377 | $321.7K | 0.09% | −1,100−13.0% | Reduced |
| Strategic Financial Services, Inc, | 7,360 | $321.0K | 0.03% | −30,331−80.5% | Reduced |
| Gateway Investment Advisers LLC | 7,351 | $320.6K | 0.00% | +145+2.0% | Added |
| Chase Investment Counsel Corp | 7,320 | $319.0K | 0.20% | −276−3.6% | Reduced |
| Morningstar Investment Management LLC | 7,322 | $319.0K | 0.05% | +7,322 | New |
| Headinvest, LLC | 7,292 | $318.0K | 0.07% | −429−5.6% | Reduced |
| Regent Investment Management LLC | 7,292 | $318.0K | 0.09% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 7,275 | $317.3K | 0.02% | −991−12.0% | Reduced |
| MPS Loria Financial Planners, LLC | 7,260 | $316.6K | 0.14% | −121−1.6% | Reduced |
| Accurate Wealth Management, LLC | 6,742 | $314.6K | 0.12% | −101−1.5% | Reduced |
| Ossiam | 7,205 | $314.2K | 0.01% | −1,583−18.0% | Reduced |
| Choate Investment Advisors | 7,133 | $311.1K | 0.02% | −150−2.1% | Reduced |
| Eaton Financial Holdings Company, LLC | 7,125 | $310.7K | 0.27% | +7,125 | New |
| Human Investing LLC | 7,121 | $310.5K | 0.08% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 7,107 | $309.9K | 0.41% | +7,107 | New |
| Boston Family Office LLC | 7,053 | $308.0K | 0.03% | −537−7.1% | Reduced |
| Cahaba Wealth Management, Inc. | 7,038 | $306.9K | 0.04% | +9+0.1% | Added |
| Wimmer Associates 1, LLC | 7,033 | $306.7K | 0.20% | −865−11.0% | Reduced |
| NTV Asset Management LLC | 7,022 | $306.2K | 0.06% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 7,019 | $306.1K | 0.01% | −7,611−52.0% | Reduced |
| Providence First Trust Co | 7,012 | $305.8K | 0.18% | −128−1.8% | Reduced |
| Peak Asset Management, LLC | 6,959 | $303.5K | 0.08% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 6,826 | $300.9K | 0.03% | +6,826 | New |
| Paulson Wealth Management Inc. | 6,893 | $300.6K | 0.15% | +160+2.4% | Added |
| Farmers National Bank | 6,874 | $299.8K | 0.11% | −163−2.3% | Reduced |
| F3Logic, LLC | 6,848 | $298.6K | 0.06% | −1,397−16.9% | Reduced |
| Gallagher Benefit Services, Inc. | 6,848 | $298.6K | 0.06% | +6,848 | New |
| Northern Financial Advisors Inc | 6,834 | $298.0K | 0.34% | +6,834 | New |
| Stokes Family Office, LLC | 6,828 | $297.8K | 0.04% | −3,659−34.9% | Reduced |
| Welch Group, LLC | 6,826 | $297.7K | 0.02% | −1,183−14.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,810 | $297.0K | 0.15% | +6,810 | New |
| Hamilton Capital, LLC | 6,807 | $296.9K | 0.02% | +6,807 | New |
| Cooper Financial Group | 6,747 | $294.2K | 0.09% | +791+13.3% | Added |
| Investment House LLC | 6,725 | $293.3K | 0.03% | +125+1.9% | Added |
| JNBA Financial Advisors | 6,721 | $293.1K | 0.04% | 00.0% | Unchanged |
| Bell Bank | 6,713 | $292.8K | 0.03% | +115+1.7% | Added |
| Marcum Wealth, LLC | 6,627 | $289.0K | 0.04% | −4,872−42.4% | Reduced |
| Charter Research & Investment Group, Inc. | 6,612 | $288.3K | 0.28% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 6,608 | $288.0K | 0.16% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,216 | $287.9K | 0.04% | +6,216 | New |
| Personal Cfo Solutions, LLC | 6,596 | $287.7K | 0.06% | +1,620+32.6% | Added |
| Covenant Partners, LLC | 6,546 | $285.5K | 0.11% | +6,546 | New |
| Catalyst Financial Partners LLC | 6,521 | $284.4K | 0.15% | +6,521 | New |
| Community Bank & Trust, Waco, Texas | 6,506 | $284.0K | 0.09% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 6,501 | $283.5K | 0.15% | +6,501 | New |
| Cary Street Partners Asset Management LLC | 6,485 | $282.8K | 0.06% | −294−4.3% | Reduced |
| Mission Wealth Management, LP | 6,472 | $282.3K | 0.01% | −980−13.2% | Reduced |
| Private Ocean, LLC | 6,429 | $280.4K | 0.03% | −48−0.7% | Reduced |
| Capital Performance Advisors LLP | 6,428 | $280.3K | 0.16% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 6,396 | $278.9K | 0.07% | −265−4.0% | Reduced |
| BSW Wealth Partners | 6,356 | $277.0K | 0.06% | +113+1.8% | Added |
| Everhart Financial Group, Inc. | 6,310 | $275.2K | 0.14% | −1,087−14.7% | Reduced |
| Westshore Wealth, LLC | 6,304 | $274.9K | 0.16% | −100−1.6% | Reduced |
| Front Street Capital Management, Inc. | 6,289 | $274.0K | 0.07% | −60−0.9% | Reduced |
| Progressive Investment Management Corp | 6,271 | $273.5K | 0.11% | −915−12.7% | Reduced |
| Mechanics Financial Corp | 6,246 | $272.0K | 0.16% | −265−4.1% | Reduced |
| Princeton Global Asset Management LLC | 6,225 | $271.0K | 0.09% | −700−10.1% | Reduced |
| Coastal Investment Advisors, Inc. | 6,209 | $270.8K | 0.07% | −364−5.5% | Reduced |
| CSS LLC | 6,200 | $270.4K | 0.02% | −13,731−68.9% | Reduced |
| Trinity Financial Advisors LLC | 6,168 | $269.0K | 0.18% | −5,367−46.5% | Reduced |
| Wendell David Associates Inc | 6,121 | $267.0K | 0.03% | −200−3.2% | Reduced |
| Cidel Asset Management Inc | 6,122 | $267.0K | 0.01% | +6,122 | New |
| Plimoth Trust Co LLC | 6,120 | $266.0K | 0.09% | −265−4.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,069 | $264.7K | 0.09% | −553−8.4% | Reduced |
| Alpha Cubed Investments, LLC | 6,058 | $264.2K | 0.02% | +336+5.9% | Added |
| Schmidt P J Investment Management Inc | 6,050 | $263.8K | 0.06% | −103−1.7% | Reduced |
| Rehmann Capital Advisory Group | 6,038 | $263.4K | 0.03% | +6,038 | New |
| Schechter Investment Advisors, LLC | 6,020 | $262.5K | 0.02% | +654+12.2% | Added |
| Endurance Wealth Management, Inc. | 6,000 | $262.0K | 0.04% | −589−8.9% | Reduced |
| Sargent Bickham Lagudis LLC | 5,980 | $260.8K | 0.02% | −99−1.6% | Reduced |
| Hunter Associates Investment Management LLC | 5,939 | $260.0K | 0.06% | −3,200−35.0% | Reduced |
| Cedrus LLC | 5,959 | $259.9K | 0.21% | +5,959 | New |
| Johnson Bixby & Associates, LLC | 5,954 | $259.7K | 0.06% | +314+5.6% | Added |
| Transamerica Financial Advisors, Inc. | 5,934 | $259.0K | 0.04% | +799+15.6% | Added |
| Azimuth Capital Investment Management LLC | 5,937 | $258.9K | 0.01% | −825−12.2% | Reduced |
| Norris Perne & French LLP | 5,931 | $258.7K | 0.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 5,923 | $258.3K | 0.02% | +1,250+26.7% | Added |
| Indiana Trust & Investment Management CO | 5,916 | $258.0K | 0.15% | −50−0.8% | Reduced |
| Spinnaker Trust | 5,916 | $258.0K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 5,914 | $257.9K | 0.10% | +36+0.6% | Added |
| Kistler-Tiffany Companies, LLC | 5,911 | $257.8K | 0.05% | +5,043+581.0% | Added |
| RPG Investment Advisory, LLC | 5,897 | $257.0K | 0.05% | −125,930−95.5% | Reduced |
| Wolverine Trading, LLC | 5,861 | $256.0K | 0.00% | −143,721−96.1% | Reduced |
| Accel Wealth Management | 5,838 | $254.6K | 0.12% | −423−6.8% | Reduced |
| Creative Capital Management Investments LLC | 5,798 | $253.0K | 0.22% | +5,798 | New |
| Ritter Daniher Financial Advisory LLC | 5,770 | $251.6K | 0.12% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,767 | $251.0K | 0.00% | −159−2.7% | Reduced |
| Capital Investment Advisory Services, LLC | 5,746 | $250.6K | 0.03% | −168−2.8% | Reduced |
| Callan Family Office, LLC | 5,743 | $250.5K | 0.08% | +5,743 | New |
| Riverview Trust Co | 5,739 | $250.0K | 0.24% | −1,974−25.6% | Reduced |
| Kolinsky Wealth Management, LLC | 5,728 | $250.0K | 0.29% | −1,569−21.5% | Reduced |
| D L Carlson Investment Group Inc | 5,725 | $250.0K | 0.05% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 5,705 | $249.0K | 0.01% | +5,705 | New |
| Parkside Financial Bank & Trust | 5,700 | $248.6K | 0.07% | +3,131+121.9% | Added |
| FSA Wealth Management LLC | 5,689 | $248.1K | 0.14% | −280−4.7% | Reduced |
| LexAurum Advisors, LLC | 5,687 | $248.0K | 0.09% | 00.0% | Unchanged |