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, 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 | 2,070 | $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, 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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 11,798 | $425.3K | 0.03% | +183+1.6% | Added |
| Wealth Dimensions Group, Ltd. | 11,789 | $425.0K | 0.16% | +84+0.7% | Added |
| Woodward Diversified Capital, LLC | 11,728 | $422.8K | 0.33% | +212+1.8% | Added |
| Greenline Partners, LLC | 11,727 | $422.8K | 0.08% | 00.0% | Unchanged |
| Field & Main Bank | 11,708 | $422.0K | 0.25% | +4,025+52.4% | Added |
| Center For Asset Management LLC | 11,648 | $419.9K | 0.41% | +215+1.9% | Added |
| Golden State Equity Partners | 11,633 | $419.4K | 0.23% | +11,633 | New |
| Baldwin Brothers Inc | 11,623 | $419.0K | 0.04% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 11,622 | $419.0K | 0.10% | +1,087+10.3% | Added |
| Covenant Partners, LLC | 11,547 | $416.3K | 0.16% | +5,001+76.4% | Added |
| Chicago Partners Investment Group LLC | 12,695 | $416.3K | 0.02% | +452+3.7% | Added |
| Bedel Financial Consulting, Inc. | 11,491 | $414.2K | 0.10% | −165−1.4% | Reduced |
| Lion Street Advisors, LLC | 11,485 | $414.0K | 0.13% | +2,451+27.1% | Added |
| City Holding Co | 11,448 | $412.6K | 0.07% | −465−3.9% | Reduced |
| Grey Fox Wealth Advisors, LLC | 11,292 | $412.5K | 0.24% | −900−7.4% | Reduced |
| Graypoint LLC | 11,409 | $411.3K | 0.04% | −1,549−12.0% | Reduced |
| Ronald Blue Trust, Inc. | 9,436 | $411.0K | 0.01% | −253−2.6% | Reduced |
| Berkshire Asset Management LLC | 11,355 | $409.3K | 0.03% | +19+0.2% | Added |
| Putnam Investments LLC | 11,342 | $408.9K | 0.00% | +1,110+10.8% | Added |
| Milestone Investment Advisors LLC | 11,307 | $407.6K | 0.13% | +11,307 | New |
| Telos Capital Management, Inc. | 11,297 | $407.3K | 0.06% | −60−0.5% | Reduced |
| Defined Wealth Management, LLC | 11,296 | $407.2K | 0.38% | +950+9.2% | Added |
| Independent Financial Group, LLC | 11,288 | $406.9K | 0.03% | +5,720+102.7% | Added |
| Rossmore Private Capital | 11,271 | $406.3K | 0.06% | −1,501−11.8% | Reduced |
| Hendershot Investments Inc. | 11,241 | $405.2K | 0.07% | −1,625−12.6% | Reduced |
| Fairfield, Bush & Co. | 11,222 | $404.6K | 0.14% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 11,079 | $399.4K | 0.03% | +601+5.7% | Added |
| Quantinno Capital Management LP | 11,033 | $398.0K | 0.03% | −13,685−55.4% | Reduced |
| Conning Inc. | 11,001 | $396.6K | 0.01% | −127−1.1% | Reduced |
| Flagship Harbor Advisors, LLC | 10,998 | $396.5K | 0.04% | +10,998 | New |
| Oxford Financial Group Ltd | 10,979 | $395.8K | 0.04% | −788−6.7% | Reduced |
| Institute for Wealth Management, LLC. | 10,932 | $394.1K | 0.08% | −115−1.0% | Reduced |
| M Holdings Securities, Inc. | 10,974 | $393.0K | 0.04% | −173−1.6% | Reduced |
| Marcum Wealth, LLC | 10,890 | $392.6K | 0.05% | +4,263+64.3% | Added |
| Checchi Capital Advisers, LLC | 10,868 | $391.8K | 0.04% | −2,109−16.3% | Reduced |
| Resonant Capital Advisors, LLC | 10,701 | $390.9K | 0.04% | −457−4.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,828 | $390.4K | 0.07% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 10,822 | $390.1K | 0.09% | −26,707−71.2% | Reduced |
| Wallace Advisory Group, LLC | 10,814 | $389.8K | 0.30% | +1,642+17.9% | Added |
| Great Waters Wealth Management | 11,616 | $389.4K | 0.08% | +61+0.5% | Added |
| FirstPurpose Wealth LLC | 10,758 | $387.8K | 0.19% | +1,719+19.0% | Added |
| Atlas Brown,Inc. | 10,739 | $387.1K | 0.18% | −511−4.5% | Reduced |
| Valmark Advisers, Inc. | 10,729 | $386.8K | 0.01% | +124+1.2% | Added |
| 44 Wealth Management LLC | 10,719 | $386.4K | 0.13% | +47+0.4% | Added |
| New Hampshire Trust | 10,712 | $386.2K | 0.10% | −1,186−10.0% | Reduced |
| Exencial Wealth Advisors, LLC | 10,711 | $386.1K | 0.02% | −204−1.9% | Reduced |
| V-Square Quantitative Management LLC | 10,707 | $386.0K | 0.36% | +10,707 | New |
| High Net Worth Advisory Group LLC | 10,706 | $386.0K | 0.16% | +87+0.8% | Added |
| Spire Wealth Management | 10,698 | $385.7K | 0.02% | +1,657+18.3% | Added |
| Foundations Investment Advisors, LLC | 10,686 | $385.2K | 0.01% | −1,396−11.6% | Reduced |
| Blueshift Asset Management, LLC | 10,638 | $383.5K | 0.16% | −4,309−28.8% | Reduced |
| Acropolis Investment Management, LLC | 10,619 | $382.8K | 0.03% | +30.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,596 | $382.0K | 0.12% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 10,562 | $381.0K | 0.02% | +508+5.1% | Added |
| Sage Capital Advisors,llc | 10,559 | $380.7K | 0.14% | 00.0% | Unchanged |
| Gratus Capital LLC | 10,520 | $379.3K | 0.03% | −1,488−12.4% | Reduced |
| Chesapeake Asset Management LLC | 10,513 | $379.0K | 0.35% | +10,513 | New |
| DMG Group, LLC | 10,618 | $378.4K | 0.38% | −945−8.2% | Reduced |
| 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 |
| LPWM LLC | 10,458 | $377.0K | 0.18% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 10,445 | $376.5K | 0.05% | +2,896+38.4% | Added |
| Affinity Investment Advisors, LLC | 10,398 | $374.8K | 0.20% | +1,600+18.2% | Added |
| Yacktman Asset Management LP | 10,391 | $374.6K | 0.00% | −4,760,006−99.8% | Reduced |
| Hall Laurie J Trustee | 10,360 | $374.0K | 0.16% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 10,235 | $373.9K | 0.33% | +2,099+25.8% | Added |
| CWS Financial Advisors, LLC | 10,370 | $373.8K | 0.15% | −1,116−9.7% | Reduced |
| Courier Capital LLC | 10,321 | $372.1K | 0.04% | −293−2.8% | Reduced |
| Shelton Capital Management | 10,310 | $371.7K | 0.02% | +1,808+21.3% | Added |
| Montecito Bank & Trust | 10,285 | $370.8K | 0.09% | +1,902+22.7% | Added |
| Trust Co of Toledo NA | 10,240 | $369.2K | 0.07% | +985+10.6% | Added |
| Summit Trail Advisors, LLC | 10,063 | $367.6K | 0.01% | +1,455+16.9% | Added |
| Linker Capital Management Inc. | 10,170 | $367.0K | 0.40% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 11,095 | $365.5K | 0.48% | −638−5.4% | Reduced |
| Chilton Investment Co LLC | 10,131 | $365.2K | 0.01% | −13,055−56.3% | Reduced |
| Paladin Advisory Group, LLC | 10,076 | $363.2K | 0.30% | +10,076 | New |
| Meridian Wealth Management, LLC | 10,055 | $362.5K | 0.03% | +124+1.2% | Added |
| TCW Group Inc | 10,043 | $362.1K | 0.00% | +10,043 | New |
| SS&H Financial Advisors, Inc. | 10,016 | $361.1K | 0.17% | 00.0% | Unchanged |
| Burt Wealth Advisors | 10,007 | $360.8K | 0.11% | +27+0.3% | Added |
| Renasant Bank | 9,975 | $359.6K | 0.28% | +1,113+12.6% | Added |
| Eagle Harbor Asset Management Inc | 9,954 | $358.8K | 0.49% | +260+2.7% | Added |
| Equitable Holdings, Inc. | 9,923 | $357.7K | 0.01% | +9,923 | New |
| IFP Advisors, Inc | 8,235 | $357.5K | 0.02% | −13,166−61.5% | Reduced |
| Berger Financial Group, Inc | 9,901 | $356.9K | 0.04% | +495+5.3% | Added |
| Asio Capital, LLC | 9,900 | $356.9K | 0.09% | 00.0% | Unchanged |
| Intrust Bank NA | 9,890 | $356.5K | 0.05% | −2,176−18.0% | Reduced |
| Change Path, LLC | 9,766 | $352.0K | 0.02% | −915−8.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 9,749 | $351.5K | 0.01% | −375−3.7% | Reduced |
| Aptus Capital Advisors, LLC | 9,613 | $351.2K | 0.01% | +139+1.5% | Added |
| Geneos Wealth Management Inc. | 9,737 | $351.0K | 0.02% | −4,249−30.4% | Reduced |
| Excalibur Management Corp | 9,721 | $350.4K | 0.18% | +618+6.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 9,698 | $349.6K | 0.00% | +9,698 | New |
| Perkins Capital Management Inc | 9,684 | $349.0K | 0.33% | +1,000+11.5% | Added |
| McDonald Capital Investors Inc | 9,649 | $347.8K | 0.03% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 9,641 | $347.6K | 0.06% | −715−6.9% | Reduced |
| RDA Financial Network | 9,620 | $346.8K | 0.16% | −15−0.2% | Reduced |
| Intrinsic Value Partners, LLC | 9,599 | $346.0K | 0.47% | −15,300−61.4% | Reduced |
| Blue Barn Wealth, LLC | 9,587 | $345.6K | 0.21% | +4,969+107.6% | Added |
| Laurel Wealth Advisors LLC | 9,584 | $345.5K | 0.07% | +1,513+18.7% | Added |