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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 19,629 | $648.5K | 0.02% | −3,520−15.2% | Reduced |
| Monetary Management Group Inc | 19,615 | $648.1K | 0.20% | +1,500+8.3% | Added |
| HCR Wealth Advisors | 19,507 | $644.5K | 0.12% | +80.0% | Added |
| Ritholtz Wealth Management | 19,478 | $643.5K | 0.03% | +19,478 | New |
| Nixon Peabody Trust Co | 19,472 | $643.4K | 0.52% | −7,426−27.6% | Reduced |
| Twin Capital Management Inc | 19,301 | $637.7K | 0.08% | −175−0.9% | Reduced |
| Oxinas Partners Wealth Management LLC | 19,238 | $635.6K | 0.42% | −2,024−9.5% | Reduced |
| SevenBridge Financial Group, LLC | 19,234 | $635.5K | 0.16% | −3,568−15.6% | Reduced |
| CIC Wealth, LLC | 19,199 | $634.3K | 0.22% | −3,550−15.6% | Reduced |
| Reuter James Wealth Management, LLC | 19,078 | $630.3K | 0.76% | +2,498+15.1% | Added |
| La Banque Postale Asset Management SA | 19,043 | $629.2K | 0.01% | −14,907−43.9% | Reduced |
| Great Valley Advisor Group, Inc. | 19,029 | $628.8K | 0.03% | +1,759+10.2% | Added |
| Telemus Capital, LLC | 19,025 | $628.6K | 0.05% | −1,052−5.2% | Reduced |
| Summit Global Investments | 18,964 | $627.0K | 0.04% | −20,771−52.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 18,958 | $626.4K | 0.12% | −50.0% | Reduced |
| Flputnam Investment Management Co | 18,893 | $624.2K | 0.02% | +3,205+20.4% | Added |
| Aspen Wealth Strategies, LLC | 18,855 | $623.0K | 0.47% | +18,855 | New |
| CFS Investment Advisory Services, LLC | 18,774 | $620.0K | 0.08% | +18,774 | New |
| Equitable Trust Co | 18,725 | $618.7K | 0.05% | −4,313−18.7% | Reduced |
| Prio Wealth Limited Partnership | 18,343 | $606.1K | 0.02% | −1,864−9.2% | Reduced |
| Cigna Investments Inc | 18,250 | $603.0K | 0.11% | +1,154+6.8% | Added |
| Rockland Trust Co | 18,196 | $601.2K | 0.04% | −1,989−9.9% | Reduced |
| Virtue Capital Management, LLC | 17,915 | $600.7K | 0.10% | +1,752+10.8% | Added |
| Fund Management at Engine No. 1 LLC | 18,154 | $599.8K | 0.11% | +1,263+7.5% | Added |
| Whittier Trust Co of Nevada Inc | 18,149 | $599.6K | 0.02% | +3,291+22.1% | Added |
| Quadrant Capital Group LLC | 18,144 | $599.5K | 0.06% | +448+2.5% | Added |
| Brady Family Wealth, LLC | 18,105 | $598.2K | 0.22% | −1,410−7.2% | Reduced |
| HighMark Wealth Management LLC | 18,067 | $596.9K | 0.45% | +114+0.6% | Added |
| Parallel Advisors, LLC | 18,063 | $596.8K | 0.02% | +1,075+6.3% | Added |
| Drive Wealth Management, LLC | 17,764 | $595.9K | 0.22% | −1,695−8.7% | Reduced |
| Annex Advisory Services, LLC | 18,005 | $594.9K | 0.03% | −2,669−12.9% | Reduced |
| Atwood & Palmer Inc | 17,998 | $594.7K | 0.05% | +300+1.7% | Added |
| Financial Advisory Service, Inc. | 17,903 | $591.5K | 0.07% | −3,725−17.2% | Reduced |
| Kensington Investment Counsel, LLC | 17,839 | $589.4K | 0.37% | −3,363−15.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 17,803 | $588.2K | 0.17% | −4,986−21.9% | Reduced |
| Forum Financial Management, LP | 17,764 | $586.9K | 0.01% | −1,068−5.7% | Reduced |
| Haverford Trust Co | 17,761 | $586.8K | 0.01% | +4,015+29.2% | Added |
| Van Hulzen Asset Management, LLC | 17,550 | $580.0K | 0.05% | −200−1.1% | Reduced |
| Lion Street Advisors, LLC | 9,501 | $573.6K | 0.19% | −1,984−17.3% | Reduced |
| Linscomb & Williams, Inc. | 17,236 | $569.5K | 0.03% | −146,412−89.5% | Reduced |
| Mitchell Sinkler & Starr | 17,124 | $565.8K | 0.16% | +3,175+22.8% | Added |
| Transamerica Financial Advisors, Inc. | 16,953 | $561.0K | 0.07% | −3,636−17.7% | Reduced |
| Comerica Securities,inc. | 16,624 | $557.2K | 0.04% | +4,545+37.6% | Added |
| Procyon Private Wealth Partners, LLC | 16,838 | $556.3K | 0.07% | +2,317+16.0% | Added |
| Jacobi Capital Management LLC | 16,832 | $556.1K | 0.06% | +1,783+11.8% | Added |
| Benjamin Edwards Inc | 16,815 | $556.0K | 0.13% | +3,330+24.7% | Added |
| Abbrea Capital, LLC | 16,550 | $555.0K | 0.09% | −2,017−10.9% | Reduced |
| IFG Advisors, LLC | 16,625 | $549.3K | 0.19% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 16,542 | $546.6K | 0.03% | −5,626−25.4% | Reduced |
| Orleans Capital Management Corp | 16,500 | $545.2K | 0.39% | −1,500−8.3% | Reduced |
| Sunbelt Securities, Inc. | 16,435 | $543.0K | 0.08% | +6,692+68.7% | Added |
| AdvisorNet Financial, Inc | 16,432 | $542.9K | 0.05% | −186−1.1% | Reduced |
| Cunning Capital Partners, LP | 0 | $541.0K | 0.34% | 0 | New |
| Punch & Associates Investment Management, Inc. | 16,354 | $540.3K | 0.03% | −500−3.0% | Reduced |
| Trust Asset Management LLC | 16,320 | $539.2K | 0.06% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 16,312 | $538.9K | 0.02% | +31+0.2% | Added |
| Miracle Mile Advisors, LLC | 16,299 | $538.5K | 0.02% | +16,299 | New |
| Dana Investment Advisors, Inc. | 16,253 | $537.0K | 0.03% | +7,901+94.6% | Added |
| AlphaCore Capital LLC | 15,965 | $536.1K | 0.09% | +15,965 | New |
| Sigma Planning Corp | 16,152 | $533.7K | 0.02% | −4,398−21.4% | Reduced |
| Country Club Bank | 16,060 | $526.1K | 0.04% | −5,587−25.8% | Reduced |
| Jefferies Financial Group Inc. | 15,900 | $525.3K | 0.01% | +15,900 | New |
| L & S Advisors Inc | 15,800 | $522.0K | 0.07% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 15,537 | $513.0K | 0.08% | +70.0% | Added |
| Axim Planning & Wealth | 15,523 | $512.9K | 0.46% | +100+0.6% | Added |
| Field & Main Bank | 15,383 | $508.3K | 0.28% | +3,675+31.4% | Added |
| Davidson Trust Co | 15,381 | $508.2K | 0.37% | −358−2.3% | Reduced |
| Foster & Motley Inc | 15,317 | $506.0K | 0.04% | −41,713−73.1% | Reduced |
| Powers Advisory Group, LLC | 15,170 | $501.2K | 0.33% | +779+5.4% | Added |
| Alera Investment Advisors, LLC | 15,146 | $500.4K | 0.11% | +247+1.7% | Added |
| Rothschild Investment Corp | 15,047 | $497.0K | 0.04% | +45+0.3% | Added |
| Lazard Asset Management LLC | 15,067 | $496.0K | 0.00% | +5,628+59.6% | Added |
| Oldfather Financial Services, LLC | 15,000 | $495.6K | 0.24% | 00.0% | Unchanged |
| Garde Capital, Inc. | 14,987 | $495.0K | 0.04% | +14,987 | New |
| Sheaff Brock Investment Advisors, LLC | 14,956 | $494.1K | 0.05% | −912−5.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 14,892 | $492.0K | 0.14% | +14,892 | New |
| World Equity Group, Inc. | 14,838 | $490.2K | 0.14% | +14,838 | New |
| Grove Bank & Trust | 14,835 | $490.1K | 0.10% | +211+1.4% | Added |
| Chesapeake Asset Management LLC | 14,799 | $489.0K | 0.44% | +4,286+40.8% | Added |
| Perkins Capital Management Inc | 14,684 | $485.0K | 0.42% | +5,000+51.6% | Added |
| Steel Peak Wealth Management LLC | 14,443 | $483.9K | 0.03% | +14,443 | New |
| Koshinski Asset Management, Inc. | 14,585 | $481.9K | 0.05% | −1,228−7.8% | Reduced |
| Signaturefd, LLC | 14,550 | $480.7K | 0.01% | +1,135+8.5% | Added |
| Chicago Partners Investment Group LLC | 12,470 | $479.2K | 0.02% | −225−1.8% | Reduced |
| Bridgewater Advisors Inc. | 14,504 | $479.2K | 0.10% | −154−1.1% | Reduced |
| Rosenbaum Jay D. | 14,479 | $478.4K | 0.77% | +1,511+11.7% | Added |
| Duff & Phelps Investment Management Co | 14,450 | $477.4K | 0.01% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 14,543 | $476.4K | 0.00% | +14,543 | New |
| Bremer Bank National Association | 14,398 | $475.7K | 0.09% | −236−1.6% | Reduced |
| Matisse Capital | 14,380 | $475.1K | 0.29% | −1,541−9.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 14,378 | $475.0K | 0.35% | −354−2.4% | Reduced |
| Landaas & Co | 14,189 | $471.0K | 0.21% | +1,460+11.5% | Added |
| IHT Wealth Management, LLC | 14,102 | $465.9K | 0.02% | +14,102 | New |
| Waldron Private Wealth LLC | 13,875 | $465.1K | 0.02% | −2,835−17.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 14,062 | $464.6K | 0.24% | +30.0% | Added |
| Desjardins Global Asset Management Inc. | 14,056 | $464.2K | 0.05% | −572−3.9% | Reduced |
| First Citizens Financial Corp | 13,980 | $461.9K | 0.31% | +13,980 | New |
| Oversea-Chinese Banking CORP Ltd | 14,092 | $461.6K | 0.02% | +5,500+64.0% | Added |
| Sweet Financial Partners, LLC | 13,948 | $460.8K | 0.12% | −144−1.0% | Reduced |
| North Star Asset Management Inc | 13,942 | $460.6K | 0.03% | −1,018−6.8% | Reduced |