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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 8,824 | $291.5K | 0.03% | −6−0.1% | Reduced |
| Delta Asset Management LLC | 8,855 | $292.6K | 0.03% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 8,867 | $293.0K | 0.07% | +324+3.8% | Added |
| Live Oak Investment Partners | – | $293.7K | 0.25% | – | – |
| Change Path, LLC | 8,901 | $294.0K | 0.01% | −865−8.9% | Reduced |
| Cypress Capital Group | 8,908 | $294.3K | 0.04% | +8,908 | New |
| Eudaimonia Partners, LLC | 8,925 | $294.9K | 0.07% | +769+9.4% | Added |
| Aveo Capital Partners, LLC | 8,941 | $295.4K | 0.04% | +49+0.6% | Added |
| Crawford Investment Counsel Inc | 8,942 | $295.4K | 0.01% | 00.0% | Unchanged |
| Greenfield Savings Bank | 8,951 | $295.7K | 0.20% | +242+2.8% | Added |
| Ruffer LLP | 9,000 | $297.2K | 0.02% | −10,000−52.6% | Reduced |
| Penserra Capital Management LLC | 9,044 | $298.0K | 0.01% | +8,964+11,205.0% | Added |
| Center for Financial Planning, Inc. | 9,029 | $298.3K | 0.06% | +166+1.9% | Added |
| Northwest Wealth Management, LLC | 9,078 | $299.9K | 0.11% | +162+1.8% | Added |
| Benedetti & Gucer, Inc. | 9,084 | $300.0K | 0.15% | +854+10.4% | Added |
| PFS Investments Inc. | 9,099 | $301.0K | 0.00% | +1,227+15.6% | Added |
| Marco Investment Management LLC | 9,115 | $301.2K | 0.03% | 00.0% | Unchanged |
| Yacktman Asset Management LP | 9,118 | $301.3K | 0.00% | −1,273−12.3% | Reduced |
| Thrive Capital Management, LLC | 9,140 | $302.0K | 0.17% | +973+11.9% | Added |
| Evergreen Capital Management LLC | 9,042 | $302.6K | 0.01% | +2,725+43.1% | Added |
| Transcend Wealth Collective, LLC | 9,204 | $304.1K | 0.03% | −124−1.3% | Reduced |
| Sentry Investment Management LLC | 9,222 | $305.0K | 0.12% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 9,249 | $305.6K | 0.01% | −500−5.1% | Reduced |
| Anfield Capital Management, LLC | 9,251 | $305.7K | 0.13% | 00.0% | Unchanged |
| Advisors Management Group Inc | 9,303 | $307.0K | 0.09% | 00.0% | Unchanged |
| LSV Asset Management | 9,300 | $307.0K | 0.00% | 00.0% | Unchanged |
| Rossmore Private Capital | 9,471 | $312.9K | 0.05% | −1,800−16.0% | Reduced |
| Capital Asset Advisory Services LLC | 8,868 | $313.3K | 0.02% | −3,007−25.3% | Reduced |
| Ellevest, Inc. | 9,568 | $316.1K | 0.02% | +5,509+135.7% | Added |
| Laurel Wealth Advisors LLC | 9,584 | $316.7K | 0.06% | 00.0% | Unchanged |
| Shelton Capital Management | 9,602 | $317.3K | 0.01% | −708−6.9% | Reduced |
| Chilton Investment Co LLC | 9,604 | $317.3K | 0.01% | −527−5.2% | Reduced |
| ICA Group Wealth Management, LLC | 9,639 | $318.5K | 0.08% | −36,604−79.2% | Reduced |
| RDA Financial Network | 9,640 | $318.5K | 0.13% | +20+0.2% | Added |
| McDonald Capital Investors Inc | 9,649 | $318.8K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 9,671 | $319.5K | 0.01% | −1,330−12.1% | Reduced |
| Excalibur Management Corp | 9,731 | $321.5K | 0.16% | +10+0.1% | Added |
| CWS Financial Advisors, LLC | 9,736 | $321.7K | 0.12% | −634−6.1% | Reduced |
| Accurate Wealth Management, LLC | 9,165 | $323.9K | 0.10% | +746+8.9% | Added |
| BMS Financial Advisors, LLC | 9,805 | $324.0K | 0.21% | −4,396−31.0% | Reduced |
| MBM Wealth Consultants, LLC | 9,237 | $324.3K | 0.14% | +1,527+19.8% | Added |
| Duncker Streett & Co Inc | 9,819 | $324.4K | 0.07% | −1,003−9.3% | Reduced |
| Marex Group plc | 9,823 | $324.6K | 0.06% | −140,137−93.4% | Reduced |
| Voya Financial Advisors, Inc. | 9,984 | $327.1K | 0.04% | +520+5.5% | Added |
| Asio Capital, LLC | 9,900 | $327.1K | 0.08% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 9,931 | $328.1K | 0.04% | +30+0.3% | Added |
| Eagle Harbor Asset Management Inc | 9,954 | $328.9K | 0.43% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9,989 | $330.0K | 0.05% | +1,736+21.0% | Added |
| Checchi Capital Advisers, LLC | 9,999 | $330.4K | 0.03% | −869−8.0% | Reduced |
| Capital Investment Advisory Services, LLC | 10,008 | $330.7K | 0.03% | +2,500+33.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,033 | $331.0K | 0.02% | −4,830−32.5% | Reduced |
| TCW Group Inc | 10,043 | $331.8K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 10,060 | $332.0K | 0.13% | −300−2.9% | Reduced |
| Paladin Advisory Group, LLC | 10,099 | $333.7K | 0.27% | +23+0.2% | Added |
| Meridian Wealth Management, LLC | 10,126 | $334.6K | 0.03% | +71+0.7% | Added |
| Security National Bank of Sioux City Iowa | 10,139 | $335.0K | 0.25% | +10,139 | New |
| Paulson Wealth Management Inc. | 10,149 | $335.3K | 0.11% | +2,515+32.9% | Added |
| Linker Capital Management Inc. | 10,170 | $336.0K | 0.35% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 10,178 | $336.3K | 0.06% | −650−6.0% | Reduced |
| Marcum Wealth, LLC | 10,179 | $336.3K | 0.04% | −711−6.5% | Reduced |
| My Legacy Advisors, LLC | 9,417 | $337.2K | 0.13% | −4,259−31.1% | Reduced |
| Gratus Capital LLC | 10,240 | $338.3K | 0.02% | −280−2.7% | Reduced |
| Dynamic Advisor Solutions LLC | 10,321 | $341.0K | 0.02% | −1,689−14.1% | Reduced |
| Boston Financial Mangement LLC | 10,364 | $342.4K | 0.01% | +10,364 | New |
| Canandaigua National Bank & Trust Co | 10,370 | $342.6K | 0.06% | −109−1.0% | Reduced |
| International Assets Investment Management, LLC | 11,305 | $342.9K | 0.05% | −2,991−20.9% | Reduced |
| City State Bank | 10,385 | $343.0K | 0.19% | +1,318+14.5% | Added |
| KLR Investment Advisors, LLC | 10,242 | $343.3K | 0.28% | +7+0.1% | Added |
| Affinity Investment Advisors, LLC | 10,398 | $343.6K | 0.20% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 10,405 | $343.8K | 0.09% | −2,582−19.9% | Reduced |
| Gladstone Institutional Advisory LLC | 10,500 | $346.9K | 0.02% | −1,298−11.0% | Reduced |
| Arcataur Capital Management LLC | 10,552 | $348.6K | 0.14% | +10,552 | New |
| Sage Capital Advisors,llc | 10,559 | $348.9K | 0.12% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,596 | $350.1K | 0.11% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 10,644 | $351.7K | 0.13% | −6,683−38.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 10,657 | $352.1K | 0.04% | −171,265−94.1% | Reduced |
| Brookstone Capital Management | 10,534 | $353.3K | 0.01% | −34,853−76.8% | Reduced |
| City Holding Co | 10,736 | $354.7K | 0.06% | −712−6.2% | Reduced |
| Atlas Brown,Inc. | 10,748 | $355.1K | 0.16% | +9+0.1% | Added |
| Level Four Advisory Services, LLC | 10,794 | $356.6K | 0.02% | −285−2.6% | Reduced |
| New Hampshire Trust | 10,855 | $358.6K | 0.09% | +143+1.3% | Added |
| Caldwell Sutter Capital, Inc. | 10,867 | $359.0K | 0.19% | +4,533+71.6% | Added |
| 44 Wealth Management LLC | 10,883 | $359.6K | 0.12% | +164+1.5% | Added |
| Insigneo Advisory Services, LLC | 10,735 | $359.8K | 0.07% | +10,735 | New |
| Leonteq Securities AG | 10,898 | $360.1K | 0.04% | +6,247+134.3% | Added |
| Centennial Wealth Advisory LLC | 10,940 | $361.5K | 0.19% | −5,262−32.5% | Reduced |
| High Net Worth Advisory Group LLC | 10,975 | $362.6K | 0.14% | +269+2.5% | Added |
| Alerus Financial NA | 10,993 | $363.2K | 0.03% | −154,555−93.4% | Reduced |
| DMG Group, LLC | 11,035 | $364.6K | 0.36% | +417+3.9% | Added |
| Shepherd Financial Partners LLC | 11,038 | $364.7K | 0.06% | −14,603−57.0% | Reduced |
| Forza Wealth Management, LLC | 11,065 | $365.6K | 0.18% | −1,160−9.5% | Reduced |
| Financial Advisory Corp | 11,082 | $366.0K | 0.16% | +5,463+97.2% | Added |
| J.W. Cole Advisors, Inc. | 11,079 | $366.1K | 0.03% | −1,633−12.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 11,081 | $366.1K | 0.04% | −33,327−75.0% | Reduced |
| V-Square Quantitative Management LLC | 11,107 | $367.0K | 0.27% | +400+3.7% | Added |
| Stratos Wealth Advisors, LLC | 11,110 | $367.1K | 0.03% | +3,149+39.6% | Added |
| NorthRock Partners, LLC | 11,118 | $367.3K | 0.04% | +2,236+25.2% | Added |
| Summit Trail Advisors, LLC | 10,975 | $367.9K | 0.01% | +912+9.1% | Added |
| Equitable Holdings, Inc. | 11,177 | $369.3K | 0.01% | +1,254+12.6% | Added |
| Stokes Family Office, LLC | 11,184 | $369.5K | 0.04% | +2,456+28.1% | Added |