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 |
|---|---|---|---|---|---|
| Baker Boyer National Bank | 7,454 | $268.6K | 0.10% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 7,423 | $267.6K | 0.03% | +23+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,417 | $267.4K | 0.04% | −2,569−25.7% | Reduced |
| Machina Capital S.A.S. | 7,413 | $267.2K | 0.23% | +7,413 | New |
| Gateway Investment Advisers LLC | 7,394 | $266.6K | 0.00% | +43+0.6% | Added |
| Chicago Capital, LLC | 7,384 | $266.2K | 0.01% | −3,956−34.9% | Reduced |
| Morningstar Investment Management LLC | 7,322 | $264.0K | 0.04% | 00.0% | Unchanged |
| Middleton & Co Inc | 7,321 | $263.9K | 0.04% | −1,367−15.7% | Reduced |
| MPS Loria Financial Planners, LLC | 7,284 | $262.6K | 0.11% | +24+0.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 7,232 | $260.7K | 0.14% | −15,836−68.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,206 | $259.8K | 0.13% | +2,450+51.5% | Added |
| TAP Consulting, LLC | 7,192 | $259.3K | 0.06% | +7,192 | New |
| Jmac Enterprises LLC | 7,189 | $259.2K | 0.07% | −1,678−18.9% | Reduced |
| Kolinsky Wealth Management, LLC | 7,131 | $257.0K | 0.27% | +1,403+24.5% | Added |
| Eaton Financial Holdings Company, LLC | 7,125 | $256.9K | 0.20% | 00.0% | Unchanged |
| Human Investing LLC | 7,121 | $256.7K | 0.06% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 7,107 | $256.2K | 0.34% | 00.0% | Unchanged |
| Choate Investment Advisors | 7,083 | $255.3K | 0.01% | −50−0.7% | Reduced |
| Stonehearth Capital Management, LLC | 7,081 | $255.3K | 0.14% | +7,081 | New |
| Coastal Investment Advisors, Inc. | 7,079 | $255.2K | 0.06% | +870+14.0% | Added |
| Hardy Reed LLC | 7,067 | $254.8K | 0.04% | −407−5.4% | Reduced |
| BSW Wealth Partners | 7,065 | $254.7K | 0.05% | +709+11.2% | Added |
| NTV Asset Management LLC | 7,022 | $253.1K | 0.05% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,967 | $251.2K | 0.02% | −4,934−41.5% | Reduced |
| Farmers National Bank | 6,960 | $250.9K | 0.09% | +86+1.3% | Added |
| Peak Asset Management, LLC | 6,959 | $250.9K | 0.06% | 00.0% | Unchanged |
| Headinvest, LLC | 6,937 | $250.1K | 0.05% | −355−4.9% | Reduced |
| Romano Brothers and Company | 6,870 | $247.7K | 0.04% | +1,641+31.4% | Added |
| Cooper Financial Group | 6,865 | $247.5K | 0.07% | +118+1.7% | Added |
| Cahaba Wealth Management, Inc. | 6,852 | $247.0K | 0.03% | −186−2.6% | Reduced |
| Progressive Investment Management Corp | 6,844 | $246.7K | 0.08% | +573+9.1% | Added |
| Welch Group, LLC | 6,826 | $246.1K | 0.01% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 6,814 | $245.6K | 0.12% | +4+0.1% | Added |
| Northwest Investment Counselors, LLC | 6,800 | $245.1K | 0.07% | −2,084−23.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,795 | $245.0K | 0.02% | +6,795 | New |
| Nicolet Bankshares Inc | 6,744 | $243.1K | 0.08% | +1,672+33.0% | Added |
| JNBA Financial Advisors | 6,711 | $241.9K | 0.03% | −10−0.1% | Reduced |
| Providence First Trust Co | 6,692 | $241.2K | 0.14% | −320−4.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 6,686 | $241.0K | 0.08% | +180+2.8% | Added |
| Lincoln Capital LLC | 6,670 | $240.5K | 0.07% | −1,203−15.3% | Reduced |
| Vista Investment Management | 6,668 | $240.4K | 0.13% | +6,668 | New |
| Bell Bank | 6,666 | $240.3K | 0.03% | −47−0.7% | Reduced |
| Investment House LLC | 6,625 | $238.8K | 0.02% | −100−1.5% | Reduced |
| Charter Research & Investment Group, Inc. | 6,612 | $238.4K | 0.21% | 00.0% | Unchanged |
| LVW Advisors, LLC | 6,609 | $238.3K | 0.05% | +1,584+31.5% | Added |
| Sculati Wealth Management, LLC | 6,608 | $238.2K | 0.13% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 6,602 | $238.0K | 0.02% | +1,373+26.3% | Added |
| Boston Family Office LLC | 6,594 | $238.0K | 0.02% | −459−6.5% | Reduced |
| First Foundation Advisors | 6,601 | $238.0K | 0.01% | −891−11.9% | Reduced |
| Private Ocean, LLC | 6,574 | $237.0K | 0.03% | +145+2.3% | Added |
| Vise Technologies, Inc. | 6,563 | $236.6K | 0.06% | −4,453−40.4% | Reduced |
| FinTrust Capital Advisors, LLC | 5,422 | $236.5K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 6,423 | $234.1K | 0.04% | +1,363+26.9% | Added |
| Northwest Capital Management Inc | 6,490 | $234.0K | 0.11% | −11−0.2% | Reduced |
| Readystate Asset Management LP | 6,487 | $233.9K | 0.03% | +6,487 | New |
| Cary Street Partners Asset Management LLC | 6,485 | $233.8K | 0.04% | 00.0% | Unchanged |
| FLC Capital Advisors | 6,477 | $233.5K | 0.07% | −4,122−38.9% | Reduced |
| Personal Cfo Solutions, LLC | 6,452 | $232.6K | 0.05% | −144−2.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,444 | $232.3K | 0.02% | −15,147−70.2% | Reduced |
| Capital Performance Advisors LLP | 6,428 | $231.7K | 0.12% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 6,422 | $231.5K | 0.14% | +6,422 | New |
| Wealth Alliance Advisory Group, LLC | 6,414 | $231.2K | 0.09% | +500+8.5% | Added |
| Accel Wealth Management | 6,408 | $231.0K | 0.09% | +570+9.8% | Added |
| Evergreen Capital Management LLC | 6,317 | $230.7K | 0.01% | −8,531−57.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,334 | $228.3K | 0.17% | +3,006+90.3% | Added |
| Epiq Partners, LLC | 6,313 | $227.6K | 0.16% | −1,416−18.3% | Reduced |
| Front Street Capital Management, Inc. | 6,289 | $227.0K | 0.05% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 6,278 | $226.3K | 0.14% | +110+1.8% | Added |
| Mechanics Financial Corp | 6,246 | $225.2K | 0.13% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,340 | $224.8K | 0.06% | −3,807−37.5% | Reduced |
| Mission Wealth Management, LP | 6,185 | $223.0K | 0.01% | −287−4.4% | Reduced |
| Marietta Investment Partners LLC | 6,177 | $222.7K | 0.06% | −1,200−16.3% | Reduced |
| Wendell David Associates Inc | 6,121 | $221.0K | 0.03% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 6,089 | $219.5K | 0.07% | +20+0.3% | Added |
| Arrien Investments, Inc. | 6,087 | $219.4K | 0.21% | +6,087 | New |
| Marble Harbor Investment Counsel, LLC | 6,054 | $218.2K | 0.03% | +1,200+24.7% | Added |
| Endurance Wealth Management, Inc. | 6,000 | $216.0K | 0.03% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 5,962 | $214.9K | 0.02% | +835+16.3% | Added |
| Azimuth Capital Investment Management LLC | 5,937 | $214.0K | 0.01% | 00.0% | Unchanged |
| Norris Perne & French LLP | 5,931 | $213.8K | 0.02% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 5,923 | $213.5K | 0.01% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 5,922 | $213.5K | 0.16% | −2,994−33.6% | Reduced |
| Rehmann Capital Advisory Group | 5,901 | $212.8K | 0.02% | −137−2.3% | Reduced |
| Walker Asset Management, LLC | 5,887 | $212.2K | 0.18% | +527+9.8% | Added |
| Pure Financial Advisors, Inc. | 5,867 | $211.5K | 0.01% | +550+10.3% | Added |
| Moseley Investment Management Inc | 5,862 | $211.3K | 0.14% | +5,862 | New |
| Garrison Point Advisors, LLC | 5,840 | $210.5K | 0.16% | +900+18.2% | Added |
| Cedrus LLC | 5,833 | $210.3K | 0.15% | −126−2.1% | Reduced |
| Callan Family Office, LLC | 5,826 | $210.0K | 0.05% | +83+1.4% | Added |
| Princeton Global Asset Management LLC | 5,825 | $210.0K | 0.06% | −400−6.4% | Reduced |
| Soltis Investment Advisors LLC | 5,825 | $210.0K | 0.03% | +5,825 | New |
| Octavia Wealth Advisors, LLC | 5,744 | $209.8K | 0.05% | +370+6.9% | Added |
| AM Squared Ltd | 5,800 | $209.1K | 0.16% | +1,700+41.5% | Added |
| Ritter Daniher Financial Advisory LLC | 5,770 | $208.0K | 0.09% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 5,769 | $208.0K | 0.15% | −29−0.5% | Reduced |
| Spinnaker Trust | 5,764 | $207.8K | 0.02% | −152−2.6% | Reduced |
| Ballast Advisors LLC | 5,742 | $207.0K | 0.08% | +163+2.9% | Added |
| Riverview Trust Co | 5,739 | $206.9K | 0.19% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 5,725 | $206.0K | 0.05% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 5,687 | $205.0K | 0.07% | 00.0% | Unchanged |