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 |
|---|---|---|---|---|---|
| CWS Financial Advisors, LLC | 10,370 | $373.8K | 0.15% | −1,116−9.7% | Reduced |
| KLR Investment Advisors, LLC | 10,235 | $373.9K | 0.33% | +2,099+25.8% | Added |
| Hall Laurie J Trustee | 10,360 | $374.0K | 0.16% | 00.0% | Unchanged |
| Yacktman Asset Management LP | 10,391 | $374.6K | 0.00% | −4,760,006−99.8% | Reduced |
| Affinity Investment Advisors, LLC | 10,398 | $374.8K | 0.20% | +1,600+18.2% | Added |
| First Business Financial Services, Inc. | 10,445 | $376.5K | 0.05% | +2,896+38.4% | Added |
| LPWM LLC | 10,458 | $377.0K | 0.18% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 10,475 | $378.0K | 0.01% | +9,257+760.0% | Added |
| Canandaigua National Bank & Trust Co | 10,479 | $378.0K | 0.06% | +10,479 | New |
| DMG Group, LLC | 10,618 | $378.4K | 0.38% | −945−8.2% | Reduced |
| Chesapeake Asset Management LLC | 10,513 | $379.0K | 0.35% | +10,513 | New |
| Gratus Capital LLC | 10,520 | $379.3K | 0.03% | −1,488−12.4% | Reduced |
| Sage Capital Advisors,llc | 10,559 | $380.7K | 0.14% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 10,562 | $381.0K | 0.02% | +508+5.1% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,596 | $382.0K | 0.12% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 10,619 | $382.8K | 0.03% | +30.0% | Added |
| Blueshift Asset Management, LLC | 10,638 | $383.5K | 0.16% | −4,309−28.8% | Reduced |
| Foundations Investment Advisors, LLC | 10,686 | $385.2K | 0.01% | −1,396−11.6% | Reduced |
| Spire Wealth Management | 10,698 | $385.7K | 0.02% | +1,657+18.3% | Added |
| High Net Worth Advisory Group LLC | 10,706 | $386.0K | 0.16% | +87+0.8% | Added |
| V-Square Quantitative Management LLC | 10,707 | $386.0K | 0.36% | +10,707 | New |
| Exencial Wealth Advisors, LLC | 10,711 | $386.1K | 0.02% | −204−1.9% | Reduced |
| New Hampshire Trust | 10,712 | $386.2K | 0.10% | −1,186−10.0% | Reduced |
| 44 Wealth Management LLC | 10,719 | $386.4K | 0.13% | +47+0.4% | Added |
| Valmark Advisers, Inc. | 10,729 | $386.8K | 0.01% | +124+1.2% | Added |
| Atlas Brown,Inc. | 10,739 | $387.1K | 0.18% | −511−4.5% | Reduced |
| FirstPurpose Wealth LLC | 10,758 | $387.8K | 0.19% | +1,719+19.0% | Added |
| Great Waters Wealth Management | 11,616 | $389.4K | 0.08% | +61+0.5% | Added |
| Wallace Advisory Group, LLC | 10,814 | $389.8K | 0.30% | +1,642+17.9% | Added |
| Duncker Streett & Co Inc | 10,822 | $390.1K | 0.09% | −26,707−71.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,828 | $390.4K | 0.07% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 10,701 | $390.9K | 0.04% | −457−4.1% | Reduced |
| Checchi Capital Advisers, LLC | 10,868 | $391.8K | 0.04% | −2,109−16.3% | Reduced |
| Marcum Wealth, LLC | 10,890 | $392.6K | 0.05% | +4,263+64.3% | Added |
| M Holdings Securities, Inc. | 10,974 | $393.0K | 0.04% | −173−1.6% | Reduced |
| Institute for Wealth Management, LLC. | 10,932 | $394.1K | 0.08% | −115−1.0% | Reduced |
| Oxford Financial Group Ltd | 10,979 | $395.8K | 0.04% | −788−6.7% | Reduced |
| Flagship Harbor Advisors, LLC | 10,998 | $396.5K | 0.04% | +10,998 | New |
| Conning Inc. | 11,001 | $396.6K | 0.01% | −127−1.1% | Reduced |
| Quantinno Capital Management LP | 11,033 | $398.0K | 0.03% | −13,685−55.4% | Reduced |
| Level Four Advisory Services, LLC | 11,079 | $399.4K | 0.03% | +601+5.7% | Added |
| Fairfield, Bush & Co. | 11,222 | $404.6K | 0.14% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 11,241 | $405.2K | 0.07% | −1,625−12.6% | Reduced |
| Rossmore Private Capital | 11,271 | $406.3K | 0.06% | −1,501−11.8% | Reduced |
| Independent Financial Group, LLC | 11,288 | $406.9K | 0.03% | +5,720+102.7% | Added |
| Defined Wealth Management, LLC | 11,296 | $407.2K | 0.38% | +950+9.2% | Added |
| Telos Capital Management, Inc. | 11,297 | $407.3K | 0.06% | −60−0.5% | Reduced |
| Milestone Investment Advisors LLC | 11,307 | $407.6K | 0.13% | +11,307 | New |
| Putnam Investments LLC | 11,342 | $408.9K | 0.00% | +1,110+10.8% | Added |
| Berkshire Asset Management LLC | 11,355 | $409.3K | 0.03% | +19+0.2% | Added |
| Ronald Blue Trust, Inc. | 9,436 | $411.0K | 0.01% | −253−2.6% | Reduced |
| Graypoint LLC | 11,409 | $411.3K | 0.04% | −1,549−12.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 11,292 | $412.5K | 0.24% | −900−7.4% | Reduced |
| City Holding Co | 11,448 | $412.6K | 0.07% | −465−3.9% | Reduced |
| Lion Street Advisors, LLC | 11,485 | $414.0K | 0.13% | +2,451+27.1% | Added |
| Bedel Financial Consulting, Inc. | 11,491 | $414.2K | 0.10% | −165−1.4% | Reduced |
| Chicago Partners Investment Group LLC | 12,695 | $416.3K | 0.02% | +452+3.7% | Added |
| Covenant Partners, LLC | 11,547 | $416.3K | 0.16% | +5,001+76.4% | Added |
| Ullmann Financial Group, Inc. | 11,622 | $419.0K | 0.10% | +1,087+10.3% | Added |
| Baldwin Brothers Inc | 11,623 | $419.0K | 0.04% | 00.0% | Unchanged |
| Golden State Equity Partners | 11,633 | $419.4K | 0.23% | +11,633 | New |
| Center For Asset Management LLC | 11,648 | $419.9K | 0.41% | +215+1.9% | Added |
| Field & Main Bank | 11,708 | $422.0K | 0.25% | +4,025+52.4% | Added |
| Greenline Partners, LLC | 11,727 | $422.8K | 0.08% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 11,728 | $422.8K | 0.33% | +212+1.8% | Added |
| Wealth Dimensions Group, Ltd. | 11,789 | $425.0K | 0.16% | +84+0.7% | Added |
| Gladstone Institutional Advisory LLC | 11,798 | $425.3K | 0.03% | +183+1.6% | Added |
| Great Lakes Advisors, LLC | 11,808 | $425.7K | 0.00% | +11,808 | New |
| Capital Asset Advisory Services LLC | 11,875 | $428.1K | 0.03% | +2,256+23.5% | Added |
| Great Lakes Retirement, Inc. | 11,920 | $429.7K | 0.08% | +898+8.1% | Added |
| Opus Capital Group, LLC | 11,967 | $431.0K | 0.08% | −110−0.9% | Reduced |
| Asset Dedication, LLC | 12,082 | $432.0K | 0.04% | −2,205−15.4% | Reduced |
| Vivaldi Capital Management, LLC | 12,000 | $432.6K | 0.13% | −657−5.2% | Reduced |
| Dynamic Advisor Solutions LLC | 12,010 | $433.0K | 0.03% | +879+7.9% | Added |
| Gifford Fong Associates | 12,000 | $433.0K | 0.11% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 12,229 | $434.0K | 0.02% | +522+4.5% | Added |
| Symmetry Partners, LLC | 12,107 | $436.0K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 12,159 | $438.3K | 0.02% | −774−6.0% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 12,190 | $439.4K | 0.34% | −375−3.0% | Reduced |
| Forza Wealth Management, LLC | 12,225 | $440.7K | 0.23% | −2,200−15.3% | Reduced |
| Comerica Securities,inc. | 12,079 | $441.3K | 0.03% | −746−5.8% | Reduced |
| Poehling Capital Management, LLC | 12,272 | $442.4K | 0.15% | −10−0.1% | Reduced |
| Clark Capital Management Group, Inc. | 12,287 | $442.9K | 0.00% | +14+0.1% | Added |
| First Affirmative Financial Network | 12,463 | $449.3K | 0.52% | −810−6.1% | Reduced |
| Peoples Financial Services Corp. | 12,575 | $453.2K | 0.21% | +238+1.9% | Added |
| Whittier Trust Co | 12,602 | $454.2K | 0.01% | −77−0.6% | Reduced |
| PFG Investments, LLC | 12,607 | $454.5K | 0.09% | +12,607 | New |
| Landaas & Co | 12,729 | $457.0K | 0.22% | +3,632+39.9% | Added |
| Carlson Capital Management | 12,697 | $457.7K | 0.03% | −259−2.0% | Reduced |
| J.W. Cole Advisors, Inc. | 12,712 | $458.3K | 0.03% | +652+5.4% | Added |
| Kinneret Advisory, LLC | 12,575 | $459.4K | 0.06% | −676−5.1% | Reduced |
| First National Bank | 12,751 | $459.7K | 0.39% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 12,808 | $461.7K | 0.11% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 12,657 | $462.4K | 0.15% | −301−2.3% | Reduced |
| Gilbert & Cook, Inc. | 12,955 | $467.0K | 0.08% | +86+0.7% | Added |
| Rosenbaum Jay D. | 12,968 | $467.5K | 0.86% | +1,255+10.7% | Added |
| Manchester Capital Management LLC | 12,972 | $467.6K | 0.06% | −73−0.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 12,991 | $468.0K | 0.00% | −592,859−97.9% | Reduced |
| Arden Trust Co | 12,970 | $468.0K | 0.08% | +1,965+17.9% | Added |
| Isthmus Partners, LLC | 12,983 | $468.0K | 0.07% | 00.0% | Unchanged |