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, Q1 2023
Institutional positions in US Bancorp DE as of Mar 31, 2023. 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
- 1,670
- −42 vs. Q4 2022
- Shares held
- 1.17B
- +9.20M (+0.8%) vs. Q4 2022
- Total value
- $42.1B
- −$8.58B (−16.9%) vs. Q4 2022
- New holders
- 147
- 770 more added
- Sold out
- 189
- 535 more reduced
36 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding US Bancorp DE; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Old North State Trust, LLC | 493 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 515 | $19.0K | 0.01% | +5+1.0% | Added |
| Arcadia Investment Management Corp | 540 | $19.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 597 | $20.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 556 | $20.1K | 0.01% | +2+0.4% | Added |
| Rock Creek Group, LP | 589 | $21.2K | 0.00% | −2,646−81.8% | Reduced |
| Archer Investment Corp | 600 | $21.6K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 601 | $21.7K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 606 | $21.9K | 0.00% | +21+3.6% | Added |
| Avalon Trust Co | 610 | $22.0K | 0.00% | +610 | New |
| Trust Co | 615 | $22.2K | 0.00% | −627−50.5% | Reduced |
| Aspire Private Capital, LLC | 618 | $22.3K | 0.01% | +139+29.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 625 | $22.5K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 627 | $22.6K | 0.00% | −46−6.8% | Reduced |
| DT Investment Partners, LLC | 692 | $22.8K | 0.00% | −20,499−96.7% | Reduced |
| Webster Bank, N. A. | 646 | $23.3K | 0.00% | −900−58.2% | Reduced |
| Earnest Partners LLC | 656 | $23.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 690 | $23.7K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 663 | $23.9K | 0.01% | +602+986.9% | Added |
| Gables Capital Management Inc. | 665 | $24.0K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 700 | $24.0K | 0.02% | +400+133.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 702 | $25.3K | 0.00% | +702 | New |
| Financial Avengers, Inc. | 728 | $26.3K | 0.02% | +7+1.0% | Added |
| Bell Investment Advisors, Inc | 729 | $26.3K | 0.01% | −328−31.0% | Reduced |
| CNB Bank | 733 | $26.4K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 741 | $26.7K | 0.00% | +342+85.7% | Added |
| Salem Investment Counselors Inc | 752 | $27.3K | 0.00% | −2,384−76.0% | Reduced |
| Clearview Wealth Advisors LLC | 769 | $27.7K | 0.03% | −11−1.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 770 | $27.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 782 | $28.0K | 0.00% | −531−40.4% | Reduced |
| AXS Investments LLC | 781 | $28.2K | 0.01% | +29+3.9% | Added |
| American State Bank (Iowa) | 793 | $28.6K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 800 | $28.8K | 0.01% | +300+60.0% | Added |
| Iron Horse Wealth Management, LLC | 800 | $28.8K | 0.01% | +800 | New |
| Thompson Investment Management, Inc. | 815 | $29.4K | 0.00% | +815 | New |
| WFA Asset Management Corp | 828 | $29.9K | 0.02% | +8+1.0% | Added |
| RFP Financial Group LLC | 855 | $30.8K | 0.04% | −1,750−67.2% | Reduced |
| Compass Wealth Management LLC | 900 | $32.4K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 949 | $34.2K | 0.01% | −53,479−98.3% | Reduced |
| Pacific Center for Financial Services | 988 | $35.6K | 0.01% | +988 | New |
| Ashburton (Jersey) Ltd | 990 | $36.0K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,000 | $36.0K | 0.04% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $36.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,061 | $38.3K | 0.01% | +4+0.4% | Added |
| Raffa Wealth Management, LLC | 1,064 | $38.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,066 | $38.4K | 0.01% | −100−8.6% | Reduced |
| Blume Capital Management, Inc. | 1,102 | $39.7K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,113 | $40.1K | 0.01% | +535+92.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,108 | $40.4K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,145 | $41.3K | 0.03% | +5+0.4% | Added |
| Mendota Financial Group, LLC | 777 | $41.3K | 0.04% | −19−2.4% | Reduced |
| Perkins Coie Trust Co | 1,151 | $41.5K | 0.01% | −4,349−79.1% | Reduced |
| Sutton Wealth Advisors Inc. | 1,153 | $41.6K | 0.02% | −2,460−68.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,200 | $43.3K | 0.03% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,208 | $43.5K | 0.07% | +607+101.0% | Added |
| JFS Wealth Advisors, LLC | 1,217 | $43.9K | 0.00% | −163−11.8% | Reduced |
| Hanson & Doremus Investment Management | 1,250 | $45.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,250 | $45.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,258 | $45.4K | 0.00% | +9+0.7% | Added |
| Osterweis Capital Management Inc | 1,309 | $47.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,323 | $47.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,348 | $48.3K | 0.02% | +226+20.1% | Added |
| S.A. Mason LLC | 1,385 | $49.9K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,400 | $50.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,493 | $53.8K | 0.03% | −14−0.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,500 | $54.1K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,575 | $57.5K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,598 | $57.6K | 0.04% | +67+4.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,600 | $57.7K | 0.05% | −540−25.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,600 | $57.7K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,648 | $59.4K | 0.01% | +4+0.2% | Added |
| Ulland Investment Advisors, LLC | 1,692 | $61.0K | 0.07% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 1,700 | $61.3K | 0.02% | +1,700 | New |
| DB Wealth Management Group, LLC | 1,702 | $61.4K | 0.04% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,717 | $61.9K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,793 | $64.6K | 0.02% | −161−8.2% | Reduced |
| First Command Bank | 1,794 | $64.7K | 0.01% | −99−5.2% | Reduced |
| First Command Financial Services, Inc. | 1,794 | $64.7K | 0.01% | −99−5.2% | Reduced |
| Colonial Trust Co | 1,895 | $68.3K | 0.02% | +422+28.6% | Added |
| Key Financial Inc | 1,909 | $68.8K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,981 | $71.4K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,005 | $72.3K | 0.02% | +10.0% | Added |
| Edmond de Rothschild Holding S.A. | 2,055 | $74.1K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,081 | $75.0K | 0.00% | +2,081 | New |
| Crewe Advisors LLC | 2,092 | $75.4K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,100 | $76.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,193 | $79.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,231 | $80.0K | 0.02% | −201−8.3% | Reduced |
| Founders Capital Management | 2,218 | $80.0K | 0.06% | 00.0% | Unchanged |
| First Personal Financial Services | 2,250 | $81.1K | 0.02% | −294−11.6% | Reduced |
| Washington Trust Co | 2,273 | $81.9K | 0.00% | +719+46.3% | Added |
| Larson Financial Group LLC | 2,292 | $82.6K | 0.01% | −14,710−86.5% | Reduced |
| Manitou Investment Management Ltd. | 2,300 | $82.9K | 0.02% | +2,300 | New |
| Oakworth Capital, Inc. | 2,303 | $83.0K | 0.01% | −35−1.5% | Reduced |
| Lindbrook Capital, LLC | 2,317 | $83.5K | 0.01% | −841−26.6% | Reduced |
| Achmea Investment Management B.V. | 2,342 | $85.0K | 0.00% | −48,654−95.4% | Reduced |
| Retirement Group, LLC | 9,255 | $87.0K | 0.04% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 2,500 | $90.0K | 0.00% | +2,500 | New |
| Union Investments & Development Ltd. | 2,500 | $90.1K | 0.05% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,500 | $90.1K | 0.56% | 00.0% | Unchanged |