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 |
|---|---|---|---|---|---|
| David Loasby | 17,681 | $632.1K | 0.07% | +1,776+11.2% | Added |
| Crestwood Advisors Group LLC | 17,692 | $637.8K | 0.02% | −8,133−31.5% | Reduced |
| Quadrant Capital Group LLC | 17,696 | $638.0K | 0.07% | −467−2.6% | Reduced |
| Atwood & Palmer Inc | 17,698 | $638.0K | 0.06% | −2,450−12.2% | Reduced |
| SG Americas Securities, LLC | 17,732 | $639.0K | 0.01% | −68,760−79.5% | Reduced |
| Van Hulzen Asset Management, LLC | 17,750 | $640.0K | 0.06% | −207,147−92.1% | Reduced |
| Pinnacle Associates Ltd | 17,770 | $640.6K | 0.01% | +3,612+25.5% | Added |
| HighMark Wealth Management LLC | 17,953 | $647.2K | 0.50% | +84+0.5% | Added |
| Orleans Capital Management Corp | 18,000 | $648.9K | 0.48% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 18,086 | $652.0K | 0.15% | −1,425−7.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 18,094 | $652.3K | 0.18% | +2,762+18.0% | Added |
| Monetary Management Group Inc | 18,115 | $653.0K | 0.19% | +500+2.8% | Added |
| Texas Capital Bancshares Inc | 18,120 | $653.2K | 0.41% | −15−0.1% | Reduced |
| Avestar Capital, LLC | 18,406 | $672.4K | 0.14% | −4,465−19.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 18,693 | $673.9K | 0.24% | −80.0% | Reduced |
| Merit Financial Group, LLC | 18,758 | $676.2K | 0.02% | −6,339−25.3% | Reduced |
| Abbrea Capital, LLC | 18,567 | $678.0K | 0.12% | −2,100−10.2% | Reduced |
| Forum Financial Management, LP | 18,832 | $678.9K | 0.02% | −639−3.3% | Reduced |
| JGP Wealth Management, LLC | 18,914 | $681.9K | 0.12% | +106+0.6% | Added |
| Mosaic Family Wealth Partners, LLC | 18,963 | $683.6K | 0.14% | +50.0% | Added |
| Gould Capital, LLC | 18,964 | $683.7K | 0.53% | +1,911+11.2% | Added |
| Ruffer LLP | 19,000 | $684.5K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 19,148 | $690.3K | 0.03% | −3,498−15.4% | Reduced |
| Global Retirement Partners, LLC | 23,405 | $697.5K | 0.04% | +7,788+49.9% | Added |
| Clearstead Advisors, LLC | 19,397 | $699.3K | 0.05% | +567+3.0% | Added |
| Twin Capital Management Inc | 19,476 | $702.1K | 0.10% | −1,466−7.0% | Reduced |
| Hilltop Holdings Inc. | 19,483 | $702.3K | 0.10% | +6,022+44.7% | Added |
| Brady Family Wealth, LLC | 19,515 | $703.5K | 0.28% | +1,490+8.3% | Added |
| Financial Perspectives, Inc | 19,655 | $708.6K | 0.34% | +18+0.1% | Added |
| Panagora Asset Management Inc | 19,706 | $710.4K | 0.00% | −12,620−39.0% | Reduced |
| Drive Wealth Management, LLC | 19,459 | $710.8K | 0.30% | +11,513+144.9% | Added |
| HCR Wealth Advisors | 19,499 | $712.0K | 0.14% | +154+0.8% | Added |
| Capital Fund Management S.A. | 19,911 | $717.8K | 0.01% | −10,666−34.9% | Reduced |
| Harbour Investments, Inc. | 19,996 | $720.8K | 0.04% | +1,143+6.1% | Added |
| Telemus Capital, LLC | 20,077 | $723.8K | 0.06% | −13,458−40.1% | Reduced |
| Ameritas Advisory Services, LLC | 21,675 | $723.8K | 0.04% | +572+2.7% | Added |
| Total Clarity Wealth Management, Inc. | 20,183 | $727.6K | 0.40% | +11,329+128.0% | Added |
| Rockland Trust Co | 20,185 | $727.7K | 0.05% | +5,393+36.5% | Added |
| Prio Wealth Limited Partnership | 20,207 | $728.5K | 0.03% | −97−0.5% | Reduced |
| Wrapmanager Inc | 20,244 | $729.8K | 0.22% | +5,430+36.7% | Added |
| Wunderlich Capital Managemnt | 20,247 | $730.0K | 0.38% | −1,984−8.9% | Reduced |
| Neville Rodie & Shaw Inc | 20,291 | $731.0K | 0.07% | −600−2.9% | Reduced |
| Ostrum Asset Management | 20,404 | $735.6K | 0.06% | +20,404 | New |
| Nomura Holdings Inc | 20,478 | $738.2K | 0.01% | +20,222+7,899.2% | Added |
| Flagstone Financial Management | 20,508 | $739.3K | 0.37% | +30.0% | Added |
| J. W. Coons Advisors, LLC | 20,520 | $739.7K | 0.21% | 00.0% | Unchanged |
| Sigma Planning Corp | 20,550 | $740.9K | 0.02% | −167−0.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 20,589 | $743.0K | 0.10% | +14,655+247.0% | Added |
| DF Dent & Co Inc | 20,650 | $744.4K | 0.01% | +90+0.4% | Added |
| Annex Advisory Services, LLC | 20,674 | $745.3K | 0.04% | −854−4.0% | Reduced |
| Brookfield Asset Management Inc. | 20,734 | $747.5K | 0.00% | +20,734 | New |
| Cornell Pochily Investment Advisors, Inc. | 20,762 | $748.5K | 0.32% | −954−4.4% | Reduced |
| EverSource Wealth Advisors, LLC | 20,767 | $748.6K | 0.09% | +247+1.2% | Added |
| Perigon Wealth Management, LLC | 20,922 | $754.2K | 0.04% | −13,132−38.6% | Reduced |
| Meritage Portfolio Management | 21,097 | $761.0K | 0.06% | −70,345−76.9% | Reduced |
| Bragg Financial Advisors, Inc | 21,138 | $762.0K | 0.04% | −937−4.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 21,205 | $764.0K | 0.57% | −141−0.7% | Reduced |
| Kensington Investment Counsel, LLC | 21,202 | $764.3K | 0.58% | −10,663−33.5% | Reduced |
| Oxinas Partners Wealth Management LLC | 21,262 | $766.5K | 0.55% | +9,095+74.8% | Added |
| Country Club Bank | 21,647 | $767.4K | 0.06% | +46+0.2% | Added |
| SignalPoint Asset Management, LLC | 21,326 | $769.0K | 0.25% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 21,342 | $769.4K | 0.08% | +964+4.7% | Added |
| Arete Wealth Advisors, LLC | 21,450 | $773.0K | 0.06% | +4,210+24.4% | Added |
| Quad-Cities Investment Group, LLC | 21,447 | $773.2K | 0.54% | +60.0% | Added |
| Profund Advisors LLC | 21,577 | $777.9K | 0.05% | −4,276−16.5% | Reduced |
| Financial Advisory Service, Inc. | 21,628 | $779.7K | 0.08% | +135+0.6% | Added |
| Vontobel Holding Ltd. | 21,752 | $784.2K | 0.01% | −949−4.2% | Reduced |
| Chicago Trust Co NA | 21,777 | $785.1K | 0.20% | −515−2.3% | Reduced |
| Game Creek Capital, LP | 21,875 | $788.6K | 0.52% | −7,125−24.6% | Reduced |
| Apollon Wealth Management, LLC | 22,168 | $799.1K | 0.05% | +2,401+12.1% | Added |
| Secure Asset Management, LLC | 22,254 | $802.3K | 0.27% | +2,406+12.1% | Added |
| NBT Bank N A | 22,274 | $803.0K | 0.12% | −550−2.4% | Reduced |
| Wintrust Investments LLC | 22,400 | $808.0K | 0.10% | +11,823+111.8% | Added |
| Ironvine Capital Partners, LLC | 22,514 | $811.6K | 0.10% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 22,644 | $816.3K | 0.22% | +618+2.8% | Added |
| CIC Wealth, LLC | 22,749 | $820.1K | 0.31% | −2,144−8.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 22,789 | $821.5K | 0.26% | −928−3.9% | Reduced |
| Grimes & Company, Inc. | 22,797 | $821.8K | 0.03% | +12+0.1% | Added |
| SevenBridge Financial Group, LLC | 22,802 | $822.0K | 0.23% | −1,387−5.7% | Reduced |
| Cutler Group LP | 22,961 | $827.0K | 0.13% | +22,961 | New |
| Equitable Trust Co | 23,038 | $830.5K | 0.07% | −305−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 23,149 | $834.5K | 0.03% | +4,225+22.3% | Added |
| Boothbay Fund Management, LLC | 23,289 | $839.6K | 0.02% | +13,308+133.3% | Added |
| Advocate Group LLC | 23,609 | $851.1K | 0.19% | +23,609 | New |
| NewEdge Wealth, LLC | 23,683 | $853.8K | 0.03% | +934+4.1% | Added |
| RKL Wealth Management LLC | 23,701 | $854.4K | 0.11% | +23+0.1% | Added |
| Marks Group Wealth Management, Inc | 23,712 | $854.8K | 0.11% | +2,301+10.7% | Added |
| Silvercrest Asset Management Group LLC | 23,897 | $861.5K | 0.01% | −16,935−41.5% | Reduced |
| Pinnacle Bancorp, Inc. | 24,104 | $869.0K | 0.32% | +48+0.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,184 | $871.8K | 0.04% | −2,125−8.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24,201 | $872.5K | 0.06% | +1,008+4.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 24,266 | $874.8K | 0.04% | +24,266 | New |
| Group One Trading, L.P. | 24,460 | $881.8K | 0.04% | +24,460 | New |
| Leavell Investment Management, Inc. | 24,198 | $884.0K | 0.06% | −425−1.7% | Reduced |
| Kowal Investment Group, LLC | 24,643 | $888.4K | 0.25% | +2,978+13.7% | Added |
| Legacy Capital Wealth Partners, LLC | 24,724 | $891.3K | 0.24% | +24,724 | New |
| Wealthspire Advisors, LLC | 24,760 | $892.6K | 0.02% | +331+1.4% | Added |
| Vestor Capital, LLC | 24,792 | $894.0K | 0.11% | +28+0.1% | Added |
| Connolly Sarah T. | 24,891 | $897.3K | 0.57% | +502+2.1% | Added |
| Sowell Financial Services LLC | 24,908 | $898.0K | 0.07% | −66,402−72.7% | Reduced |