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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 9,743 | $345.4K | 0.06% | −1,697−14.8% | Reduced |
| STAR Financial Bank | 9,574 | $345.1K | 0.34% | −175−1.8% | Reduced |
| Lauer Wealth, LLC | 10,220 | $342.6K | 0.43% | +10,220 | New |
| Angeles Investment Advisors, LLC | 9,398 | $342.0K | 0.03% | +2,572+37.7% | Added |
| Auxier Asset Management | 9,485 | $341.9K | 0.06% | −50−0.5% | Reduced |
| PDS Planning, Inc | 9,472 | $341.5K | 0.05% | +1,198+14.5% | Added |
| Sound View Wealth Advisors Group, LLC | 9,450 | $340.7K | 0.05% | −3,142−25.0% | Reduced |
| Lazard Asset Management LLC | 9,439 | $340.0K | 0.00% | +3,672+63.7% | Added |
| Venture Visionary Partners LLC | 9,419 | $339.6K | 0.02% | +800+9.3% | Added |
| BancorpSouth Bank | 9,381 | $338.2K | 0.03% | −46−0.5% | Reduced |
| Beacon Financial Group | 9,460 | $337.0K | 0.05% | −3,228−25.4% | Reduced |
| Transcend Wealth Collective, LLC | 9,328 | $336.3K | 0.04% | −1,736−15.7% | Reduced |
| Voya Financial Advisors, Inc. | 9,464 | $335.5K | 0.04% | +689+7.9% | Added |
| Advisors Management Group Inc | 9,303 | $335.0K | 0.11% | −68−0.7% | Reduced |
| LSV Asset Management | 9,300 | $335.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 9,255 | $334.0K | 0.14% | −125−1.3% | Reduced |
| Anfield Capital Management, LLC | 9,251 | $333.5K | 0.15% | +9,251 | New |
| Kistler-Tiffany Companies, LLC | 9,235 | $332.9K | 0.06% | +3,324+56.2% | Added |
| Sentry Investment Management LLC | 9,222 | $332.0K | 0.14% | +222+2.5% | Added |
| Pacific Global Investment Management CO | 9,176 | $330.8K | 0.07% | −98−1.1% | Reduced |
| Marco Investment Management LLC | 9,115 | $328.6K | 0.04% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 7,710 | $328.0K | 0.14% | 00.0% | Unchanged |
| City State Bank | 9,067 | $327.0K | 0.19% | −225−2.4% | Reduced |
| Baker Ellis Asset Management LLC | 9,000 | $324.4K | 0.06% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 8,969 | $323.3K | 0.04% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 8,942 | $322.4K | 0.01% | −750−7.7% | Reduced |
| Northwest Wealth Management, LLC | 8,916 | $321.4K | 0.12% | +26+0.3% | Added |
| Patron Partners Advisors, LLC | 8,902 | $320.9K | 0.24% | +275+3.2% | Added |
| Aveo Capital Partners, LLC | 8,892 | $320.5K | 0.04% | +15+0.2% | Added |
| NorthRock Partners, LLC | 8,882 | $320.2K | 0.03% | −1,512−14.5% | Reduced |
| Center for Financial Planning, Inc. | 8,863 | $319.5K | 0.07% | +888+11.1% | Added |
| Delta Asset Management LLC | 8,855 | $319.2K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 8,830 | $318.3K | 0.04% | −314−3.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 8,824 | $318.1K | 0.01% | +1,805+25.7% | Added |
| Jones Financial Companies LLLP | 8,821 | $318.0K | 0.00% | +604+7.4% | Added |
| EFG Asset Management (North America) Corp. | 8,822 | $317.8K | 0.07% | +8,822 | New |
| Cambridge Advisors Inc. | 8,771 | $316.2K | 0.08% | 00.0% | Unchanged |
| Caldwell Trust Co | 8,748 | $315.4K | 0.04% | −120−1.4% | Reduced |
| Stokes Family Office, LLC | 8,728 | $314.6K | 0.04% | +1,900+27.8% | Added |
| Papp L Roy & Associates | 8,715 | $314.2K | 0.04% | −1,935−18.2% | Reduced |
| Greenfield Savings Bank | 8,709 | $314.0K | 0.20% | −65−0.7% | Reduced |
| Cahill Financial Advisors Inc | 8,695 | $313.4K | 0.06% | +8,695 | New |
| Kellett Schaffner Wealth Advisors LLC | 8,658 | $312.1K | 0.30% | +3,016+53.5% | Added |
| Zhang Financial LLC | 8,610 | $310.4K | 0.04% | −5,524−39.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,595 | $309.9K | 0.10% | +930+12.1% | Added |
| Barr E S & Co | 8,589 | $309.6K | 0.03% | −100−1.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 8,543 | $308.0K | 0.08% | +837+10.9% | Added |
| Mather Group, LLC. | 8,534 | $307.6K | 0.01% | −15,176−64.0% | Reduced |
| Barber Financial Group, Inc. | 8,526 | $307.4K | 0.05% | −46−0.5% | Reduced |
| Hummer Financial Advisory Services Inc | 8,412 | $307.3K | 0.33% | −214−2.5% | Reduced |
| Bond & Devick Financial Network, Inc. | 8,514 | $306.9K | 0.20% | +395+4.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 8,592 | $304.5K | 0.02% | +2,887+50.6% | Added |
| First National Advisers, LLC | 8,416 | $303.0K | 0.34% | +331+4.1% | Added |
| Tradewinds, LLC. | 8,405 | $303.0K | 0.18% | +4,718+128.0% | Added |
| Man Group plc | – | $301.9K | 0.00% | – | – |
| Dana Investment Advisors, Inc. | 8,352 | $301.1K | 0.02% | +61+0.7% | Added |
| Kavar Capital Partners Group, LLC | 8,350 | $301.0K | 0.06% | −2,000−19.3% | Reduced |
| Stewart & Patten Co LLC | 8,350 | $301.0K | 0.05% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 8,419 | $299.8K | 0.10% | +1,677+24.9% | Added |
| Boltwood Capital Management | 8,283 | $298.6K | 0.11% | −150−1.8% | Reduced |
| Continuum Advisory, LLC | 8,253 | $297.5K | 0.05% | +337+4.3% | Added |
| Mitchell Capital Management Co | 8,250 | $297.4K | 0.07% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 8,230 | $297.0K | 0.17% | +8,230 | New |
| V Wealth Advisors LLC | 8,187 | $295.1K | 0.06% | −5,119−38.5% | Reduced |
| SlateStone Wealth, LLC | 8,189 | $295.0K | 0.06% | −726−8.1% | Reduced |
| Eudaimonia Partners, LLC | 8,156 | $294.0K | 0.07% | +8,156 | New |
| Tobam | 8,151 | $294.0K | 0.02% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 8,137 | $293.3K | 0.16% | +24+0.3% | Added |
| McAdam, LLC | 8,073 | $291.0K | 0.03% | −93−1.1% | Reduced |
| Live Oak Investment Partners | – | $289.9K | 0.25% | – | New |
| Thrive Capital Management, LLC | 8,167 | $289.5K | 0.18% | +100+1.2% | Added |
| Blueprint Investment Partners LLC | 7,992 | $288.1K | 0.07% | +7,992 | New |
| Stratos Wealth Advisors, LLC | 7,961 | $287.0K | 0.02% | −9,366−54.1% | Reduced |
| Chase Investment Counsel Corp | 7,935 | $286.0K | 0.16% | +615+8.4% | Added |
| Liberty Wealth Management LLC | 7,929 | $285.8K | 0.06% | +7,929 | New |
| Sebold Capital Management, Inc. | 7,926 | $285.7K | 0.23% | +10.0% | Added |
| Osborne Partners Capital Management, LLC | 7,905 | $285.0K | 0.02% | +630+8.7% | Added |
| Pittenger & Anderson Inc | 7,875 | $283.9K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 7,869 | $283.7K | 0.02% | −16,595−67.8% | Reduced |
| Atom Investors LP | 7,857 | $283.2K | 0.15% | +7,857 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,809 | $281.5K | 0.00% | +283+3.8% | Added |
| PFS Investments Inc. | 7,872 | $281.0K | 0.00% | +7,872 | New |
| Capital Investment Services of America, Inc. | 7,777 | $280.4K | 0.03% | −1,650−17.5% | Reduced |
| Citizens Financial Group Inc | 7,633 | $278.8K | 0.01% | −5,597−42.3% | Reduced |
| Freestone Capital Holdings, LLC | 7,734 | $278.8K | 0.01% | −328−4.1% | Reduced |
| First Interstate Bank | 7,729 | $278.6K | 0.02% | −1,737−18.3% | Reduced |
| Ellenbecker Investment Group | 7,733 | $278.0K | 0.08% | −336−4.2% | Reduced |
| Capital Analysts, LLC | 7,706 | $278.0K | 0.02% | +240+3.2% | Added |
| Pekin Hardy Strauss, Inc. | 7,702 | $277.7K | 0.04% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 7,700 | $277.6K | 0.19% | +7,700 | New |
| Monte Financial Group, LLC | 7,658 | $276.1K | 0.15% | −102,298−93.0% | Reduced |
| Paulson Wealth Management Inc. | 7,634 | $275.2K | 0.12% | +741+10.8% | Added |
| Concorde Asset Management, LLC | 7,622 | $274.6K | 0.33% | +6+0.1% | Added |
| JJJ Advisors Inc. | 7,720 | $273.6K | 0.08% | −4−0.1% | Reduced |
| Novare Capital Management LLC | 7,586 | $273.5K | 0.03% | +7,586 | New |
| Riverbridge Partners LLC | 7,554 | $272.3K | 0.00% | 00.0% | Unchanged |
| Laraway Financial Inc | 7,511 | $270.8K | 0.27% | −499−6.2% | Reduced |
| Capital Investment Advisory Services, LLC | 7,508 | $270.7K | 0.03% | +1,762+30.7% | Added |
| Allegheny Financial Group LTD | 7,508 | $270.7K | 0.11% | +20.0% | Added |
| Everhart Financial Group, Inc. | 7,498 | $270.3K | 0.12% | +1,188+18.8% | Added |