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, Q2 2023
Institutional positions in US Bancorp DE as of Jun 30, 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
- 1,595
- −61 vs. Q1 2023
- Shares held
- 1.17B
- +4.37M (+0.4%) vs. Q1 2023
- Total value
- $38.9B
- −$3.19B (−7.6%) vs. Q1 2023
- New holders
- 122
- 690 more added
- Sold out
- 183
- 595 more reduced
14 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding US Bancorp DE; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guardian Wealth Advisors, LLC | 6,627 | $222.2K | 0.04% | +204+3.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,760 | $223.3K | 0.01% | −2,064−23.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,763 | $223.4K | 0.02% | −32−0.5% | Reduced |
| Northwest Investment Counselors, LLC | 6,800 | $224.7K | 0.06% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 6,810 | $225.0K | 0.03% | +6,810 | New |
| Hoxton Planning & Management, LLC | 6,810 | $225.0K | 0.14% | +6,810 | New |
| Sterling Investment Counsel, LLC | 6,855 | $226.5K | 0.12% | +6,855 | New |
| Triumph Capital Management | 6,801 | $228.0K | 0.10% | +6,801 | New |
| Hamilton Capital Partners Inc. | 6,900 | $228.0K | 0.08% | +6,900 | New |
| Hardy Reed LLC | 6,937 | $229.2K | 0.04% | −130−1.8% | Reduced |
| Manchester Capital Management LLC | 6,943 | $229.4K | 0.03% | −6,029−46.5% | Reduced |
| Peak Asset Management, LLC | 6,959 | $229.9K | 0.05% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 7,107 | $234.8K | 0.30% | 00.0% | Unchanged |
| Human Investing LLC | 7,135 | $235.8K | 0.05% | +14+0.2% | Added |
| BNC Wealth Management, LLC | 7,154 | $236.4K | 0.13% | −983−12.1% | Reduced |
| FinTrust Capital Advisors, LLC | 5,422 | $236.5K | 0.06% | 00.0% | Unchanged |
| Cooper Financial Group | 7,184 | $237.4K | 0.06% | +319+4.6% | Added |
| TAP Consulting, LLC | 7,192 | $237.6K | 0.06% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 7,232 | $238.9K | 0.15% | −1,282−15.1% | Reduced |
| MPS Loria Financial Planners, LLC | 7,257 | $239.8K | 0.09% | −27−0.4% | Reduced |
| Osborne Partners Capital Management, LLC | 7,275 | $240.4K | 0.02% | −630−8.0% | Reduced |
| Baker Ellis Asset Management LLC | 7,300 | $241.2K | 0.04% | −1,700−18.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 7,302 | $241.3K | 0.04% | −400−5.2% | Reduced |
| Liberty Capital Management, Inc. | 7,340 | $242.5K | 0.07% | −54,250−88.1% | Reduced |
| Rehmann Capital Advisory Group | 7,343 | $242.6K | 0.02% | +1,442+24.4% | Added |
| Zhang Financial LLC | 7,353 | $242.9K | 0.02% | −1,257−14.6% | Reduced |
| Everhart Financial Group, Inc. | 7,359 | $243.1K | 0.10% | −139−1.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 7,390 | $244.2K | 0.07% | −24,260−76.7% | Reduced |
| Allegheny Financial Group LTD | 7,421 | $245.2K | 0.12% | −87−1.2% | Reduced |
| LBMC Investment Advisors, LLC | 7,454 | $246.3K | 0.02% | +31+0.4% | Added |
| St Germain D J Co Inc | 7,481 | $247.2K | 0.01% | +7,481 | New |
| Laraway Financial Inc | 7,512 | $248.2K | 0.25% | +10.0% | Added |
| Concorde Asset Management, LLC | 7,530 | $248.8K | 0.23% | −92−1.2% | Reduced |
| Riverbridge Partners LLC | 7,554 | $249.6K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,568 | $250.0K | 0.02% | +966+14.6% | Added |
| Fundamentun, LLC | 7,579 | $250.4K | 0.04% | −18,155−70.5% | Reduced |
| Novare Capital Management LLC | 7,586 | $250.6K | 0.03% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 7,605 | $251.0K | 0.16% | +4,535+147.7% | Added |
| V Wealth Advisors LLC | 7,612 | $251.5K | 0.04% | −575−7.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,665 | $253.3K | 0.00% | −144−1.8% | Reduced |
| Patron Partners Advisors, LLC | 7,677 | $253.6K | 0.18% | −1,225−13.8% | Reduced |
| Sanders Morris Harris LLC | 7,560 | $253.9K | 0.06% | +7,560 | New |
| Ellenbecker Investment Group | 7,787 | $257.0K | 0.06% | +54+0.7% | Added |
| Angeles Investment Advisors, LLC | 7,739 | $258.9K | 0.02% | −1,659−17.7% | Reduced |
| Future Financial Wealth Managment LLC | 7,846 | $259.2K | 0.27% | +7,846 | New |
| Liberty Wealth Management LLC | 7,862 | $259.8K | 0.06% | −67−0.8% | Reduced |
| Avidian Wealth Solutions, LLC | 7,862 | $259.8K | 0.02% | −7,123−47.5% | Reduced |
| Spire Wealth Management | 7,888 | $260.6K | 0.01% | −2,810−26.3% | Reduced |
| Papp L Roy & Associates | 7,975 | $263.5K | 0.03% | −740−8.5% | Reduced |
| West Paces Advisors Inc. | 7,987 | $263.9K | 0.08% | −5,613−41.3% | Reduced |
| Telos Capital Management, Inc. | 8,038 | $265.6K | 0.04% | −3,259−28.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 8,076 | $266.8K | 0.02% | −308,720−97.5% | Reduced |
| Burt Wealth Advisors | 8,080 | $267.0K | 0.08% | −1,927−19.3% | Reduced |
| Renasant Bank | 8,105 | $267.8K | 0.22% | −1,870−18.7% | Reduced |
| Arden Trust Co | 8,135 | $268.0K | 0.04% | −4,835−37.3% | Reduced |
| Charles Schwab Trust Co | 8,969 | $268.2K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 8,130 | $268.6K | 0.01% | +1,047+14.8% | Added |
| Beacon Financial Group | 8,210 | $269.0K | 0.04% | −1,250−13.2% | Reduced |
| Tobam | 8,151 | $269.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 8,039 | $269.3K | 0.07% | +319+4.1% | Added |
| Seven Eight Capital, LP | 8,159 | $269.6K | 0.04% | −18,013−68.8% | Reduced |
| Moseley Investment Management Inc | 8,162 | $269.7K | 0.16% | +2,300+39.2% | Added |
| Lincoln Capital LLC | 8,180 | $270.3K | 0.07% | +1,510+22.6% | Added |
| JNBA Financial Advisors | 8,183 | $270.4K | 0.03% | +1,472+21.9% | Added |
| Montecito Bank & Trust | 8,185 | $270.4K | 0.06% | −2,100−20.4% | Reduced |
| STAR Financial Bank | 8,232 | $272.0K | 0.25% | −1,342−14.0% | Reduced |
| McAdam, LLC | 8,239 | $272.2K | 0.02% | +166+2.1% | Added |
| First Interstate Bank | 8,241 | $272.3K | 0.02% | +512+6.6% | Added |
| Caldwell Trust Co | 8,247 | $272.5K | 0.04% | −501−5.7% | Reduced |
| Mitchell Capital Management Co | 8,250 | $272.6K | 0.06% | 00.0% | Unchanged |
| Headinvest, LLC | 6,909 | $272.6K | 0.06% | −28−0.4% | Reduced |
| Chase Investment Counsel Corp | 8,275 | $273.0K | 0.14% | +340+4.3% | Added |
| MCF Advisors LLC | 8,195 | $273.7K | 0.02% | +3,484+74.0% | Added |
| First National Advisers, LLC | 8,287 | $274.0K | 0.25% | −129−1.5% | Reduced |
| Boltwood Capital Management | 8,300 | $274.2K | 0.10% | +17+0.2% | Added |
| Concord Wealth Partners | 8,340 | $275.6K | 0.06% | +3,249+63.8% | Added |
| Stewart & Patten Co LLC | 8,350 | $275.9K | 0.05% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 8,385 | $277.0K | 0.06% | +8,385 | New |
| Kavar Capital Partners Group, LLC | 8,405 | $277.7K | 0.06% | +55+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,435 | $278.7K | 0.05% | +1,018+13.7% | Added |
| Coastal Investment Advisors, Inc. | 8,454 | $279.3K | 0.06% | +1,375+19.4% | Added |
| LWMG, LLC | 8,475 | $280.0K | 0.08% | −6,172−42.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,486 | $280.4K | 0.02% | −6,194−42.2% | Reduced |
| Flagship Harbor Advisors, LLC | 8,526 | $281.7K | 0.02% | −2,472−22.5% | Reduced |
| Hummer Financial Advisory Services Inc | 8,412 | $282.0K | 0.28% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 8,538 | $282.1K | 0.05% | −157−1.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 8,554 | $282.6K | 0.18% | −17,829−67.6% | Reduced |
| Jones Financial Companies LLLP | 8,565 | $283.0K | 0.00% | −256−2.9% | Reduced |
| Barr E S & Co | 8,589 | $283.8K | 0.02% | 00.0% | Unchanged |
| Tradewinds, LLC. | 8,628 | $285.1K | 0.17% | +223+2.7% | Added |
| Sebold Capital Management, Inc. | 8,637 | $285.4K | 0.23% | +711+9.0% | Added |
| Morningstar Investment Management LLC | 8,653 | $286.0K | 0.04% | +1,331+18.2% | Added |
| Wealth Alliance Advisory Group, LLC | 8,663 | $286.2K | 0.10% | +2,249+35.1% | Added |
| Intrinsic Value Partners, LLC | 8,689 | $287.1K | 0.36% | −910−9.5% | Reduced |
| Freestone Capital Holdings, LLC | 8,699 | $287.4K | 0.01% | +965+12.5% | Added |
| Trail Ridge Investment Advisors, LLC | 8,700 | $287.4K | 0.18% | −6,000−40.8% | Reduced |
| Ropes Wealth Advisors LLC | 8,755 | $289.3K | 0.05% | −886−9.2% | Reduced |
| Concentric Wealth Management, LLC | 8,760 | $289.4K | 0.09% | −5,375−38.0% | Reduced |
| Trinity Financial Advisors LLC | 8,770 | $289.8K | 0.16% | +2,492+39.7% | Added |
| Stonehearth Capital Management, LLC | 8,797 | $290.7K | 0.15% | +1,716+24.2% | Added |