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 |
|---|---|---|---|---|---|
| Forbes J M & Co LLP | 13,909 | $460.0K | 0.06% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 13,910 | $459.6K | 0.03% | +6,943+99.7% | Added |
| WBI Investments | 13,909 | $459.6K | 0.08% | −3,245−18.9% | Reduced |
| Opus Capital Group, LLC | 13,879 | $459.0K | 0.08% | +1,912+16.0% | Added |
| Summit X, LLC | 13,839 | $457.3K | 0.11% | +77+0.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 13,936 | $457.0K | 0.01% | −38,240−73.3% | Reduced |
| Chronos Wealth Management, LLC | 13,800 | $456.0K | 0.32% | −107,101−88.6% | Reduced |
| Gilbert & Cook, Inc. | 13,688 | $452.3K | 0.07% | +733+5.7% | Added |
| Jag Capital Management, LLC | 13,673 | $451.8K | 0.05% | +119+0.9% | Added |
| Ballentine Partners, LLC | 13,650 | $451.0K | 0.01% | −1,297−8.7% | Reduced |
| Ignite Planners, LLC | 13,388 | $449.0K | 0.17% | −2,959−18.1% | Reduced |
| EFG Asset Management (North America) Corp. | 13,583 | $448.6K | 0.10% | +4,761+54.0% | Added |
| Parkside Financial Bank & Trust | 13,569 | $448.3K | 0.11% | +8,033+145.1% | Added |
| WealthPLAN Partners, LLC | 13,519 | $446.7K | 0.06% | +9+0.1% | Added |
| Bragg Financial Advisors, Inc | 13,513 | $446.5K | 0.02% | −7,625−36.1% | Reduced |
| IFP Advisors, Inc | 10,263 | $445.6K | 0.02% | +2,028+24.6% | Added |
| Interactive Financial Advisors | 13,462 | $444.8K | 0.30% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 13,399 | $442.7K | 0.01% | −18,591−58.1% | Reduced |
| Independent Financial Group, LLC | 13,389 | $442.4K | 0.03% | +2,101+18.6% | Added |
| Stephenson National Bank & Trust | 13,337 | $440.7K | 0.24% | +148+1.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,271 | $438.5K | 0.16% | 00.0% | Unchanged |
| Geller Advisors LLC | 12,993 | $435.6K | 0.05% | +12,993 | New |
| Isthmus Partners, LLC | 12,983 | $429.0K | 0.06% | 00.0% | Unchanged |
| Numerai GP LLC | 12,959 | $428.2K | 0.09% | +12,959 | New |
| Acropolis Investment Management, LLC | 12,886 | $425.8K | 0.03% | +2,267+21.3% | Added |
| Peoples Financial Services Corp. | 12,875 | $425.4K | 0.19% | +300+2.4% | Added |
| DB Wealth Management Group, LLC | 12,852 | $424.6K | 0.26% | +11,150+655.1% | Added |
| Edge Capital Group, LLC | 12,820 | $423.6K | 0.02% | +6,897+116.4% | Added |
| Mraz, Amerine & Associates, Inc. | 12,808 | $423.2K | 0.10% | 00.0% | Unchanged |
| Carlson Capital Management | 12,807 | $423.1K | 0.03% | +110+0.9% | Added |
| Kinneret Advisory, LLC | 12,575 | $421.5K | 0.05% | 00.0% | Unchanged |
| WD Rutherford LLC | 12,730 | $420.6K | 0.27% | +12,730 | New |
| Putnam Investments LLC | 12,724 | $420.4K | 0.00% | +1,382+12.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,712 | $420.0K | 0.01% | +12,712 | New |
| Keystone Financial Group | 12,694 | $419.4K | 0.07% | +12,694 | New |
| PFG Investments, LLC | 12,686 | $419.2K | 0.07% | +79+0.6% | Added |
| Kellett Schaffner Wealth Advisors LLC | 12,680 | $418.9K | 0.38% | +4,022+46.5% | Added |
| Balentine LLC | 12,573 | $415.4K | 0.01% | −4,695−27.2% | Reduced |
| Essex Financial Services, Inc. | 12,558 | $414.9K | 0.05% | −18,140−59.1% | Reduced |
| First Affirmative Financial Network | 12,509 | $413.3K | 0.41% | +46+0.4% | Added |
| VeraBank, N.A. | 12,452 | $411.4K | 0.16% | −2,846−18.6% | Reduced |
| Romano Brothers and Company | 12,428 | $410.6K | 0.06% | +5,558+80.9% | Added |
| Kovack Advisors, Inc. | 12,417 | $410.3K | 0.05% | +12,417 | New |
| Modera Wealth Management, LLC | 12,400 | $409.7K | 0.01% | +12,400 | New |
| Cary Street Partner Investment Advisory LLC | 12,385 | $409.2K | 0.03% | +5,941+92.2% | Added |
| Graypoint LLC | 12,381 | $409.1K | 0.04% | +972+8.5% | Added |
| Oxford Financial Group Ltd | 12,329 | $407.4K | 0.04% | +1,350+12.3% | Added |
| Poehling Capital Management, LLC | 12,272 | $405.5K | 0.14% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 12,261 | $405.1K | 0.06% | −28,490−69.9% | Reduced |
| Clark Capital Management Group, Inc. | 12,208 | $403.4K | 0.00% | −79−0.6% | Reduced |
| Vivaldi Capital Management, LLC | 12,157 | $401.7K | 0.12% | +157+1.3% | Added |
| Symmetry Partners, LLC | 12,107 | $400.0K | 0.02% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 12,083 | $399.2K | 0.09% | −6,003−33.2% | Reduced |
| Pittenger & Anderson Inc | 12,075 | $399.0K | 0.02% | +4,200+53.3% | Added |
| M&R Capital Management Inc | 12,069 | $398.8K | 0.10% | −1,430−10.6% | Reduced |
| Berkshire Asset Management LLC | 12,024 | $397.3K | 0.02% | +669+5.9% | Added |
| Intrust Bank NA | 12,014 | $396.9K | 0.05% | +2,124+21.5% | Added |
| Barry Investment Advisors, LLC | 11,839 | $396.8K | 0.13% | −818−6.5% | Reduced |
| Gifford Fong Associates | 12,000 | $396.0K | 0.09% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 11,971 | $395.5K | 0.02% | +1,260+11.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 11,915 | $393.7K | 0.29% | −275−2.3% | Reduced |
| Credit Agricole S A | 11,845 | $391.4K | 0.01% | −314−2.6% | Reduced |
| White Pine Capital LLC | 11,826 | $390.7K | 0.15% | −1,793−13.2% | Reduced |
| Wallace Advisory Group, LLC | 10,814 | $389.8K | 0.30% | 00.0% | Unchanged |
| Whittier Trust Co | 11,771 | $388.9K | 0.01% | −831−6.6% | Reduced |
| First National Bank | 11,751 | $388.3K | 0.32% | −1,000−7.8% | Reduced |
| Woodward Diversified Capital, LLC | 11,745 | $388.0K | 0.29% | +17+0.1% | Added |
| Greenline Partners, LLC | 11,727 | $387.5K | 0.07% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 9,939 | $385.8K | 0.40% | −281−2.7% | Reduced |
| Great Waters Wealth Management | 11,672 | $385.6K | 0.08% | +56+0.5% | Added |
| Geneos Wealth Management Inc. | 11,650 | $384.9K | 0.02% | +1,913+19.6% | Added |
| Ullmann Financial Group, Inc. | 11,647 | $384.8K | 0.08% | +25+0.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 11,640 | $384.6K | 0.13% | +11,640 | New |
| Baldwin Brothers Inc | 11,623 | $384.0K | 0.03% | 00.0% | Unchanged |
| Auxier Asset Management | 11,509 | $380.3K | 0.06% | +2,024+21.3% | Added |
| Baker Boyer National Bank | 11,482 | $379.4K | 0.14% | +4,028+54.0% | Added |
| Mather Group, LLC. | 11,425 | $377.5K | 0.01% | +2,891+33.9% | Added |
| Bedel Financial Consulting, Inc. | 11,415 | $377.2K | 0.08% | −76−0.7% | Reduced |
| Beck Mack & Oliver LLC | 11,402 | $376.7K | 0.01% | −3,050−21.1% | Reduced |
| Essex Savings Bank | 11,397 | $376.6K | 0.13% | −17,270−60.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 11,385 | $376.2K | 0.05% | +1,935+20.5% | Added |
| Valmark Advisers, Inc. | 11,339 | $374.6K | 0.01% | +610+5.7% | Added |
| Aptus Capital Advisors, LLC | 11,316 | $373.9K | 0.01% | +1,703+17.7% | Added |
| Defined Wealth Management, LLC | 11,303 | $373.5K | 0.32% | +7+0.1% | Added |
| Resonant Capital Advisors, LLC | 11,139 | $373.4K | 0.04% | +438+4.1% | Added |
| Institute for Wealth Management, LLC. | 11,300 | $373.3K | 0.07% | +368+3.4% | Added |
| Venture Visionary Partners LLC | 11,297 | $373.3K | 0.02% | +1,878+19.9% | Added |
| Pacific Global Investment Management CO | 11,257 | $371.9K | 0.08% | +2,081+22.7% | Added |
| Foundations Investment Advisors, LLC | 11,255 | $371.9K | 0.01% | +569+5.3% | Added |
| Phillips Wealth Planners LLC | 11,243 | $371.5K | 0.49% | +148+1.3% | Added |
| Hendershot Investments Inc. | 11,241 | $371.4K | 0.06% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 11,222 | $370.8K | 0.05% | +777+7.4% | Added |
| Fairfield, Bush & Co. | 11,222 | $370.8K | 0.10% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 11,184 | $369.5K | 0.04% | +2,456+28.1% | Added |
| Equitable Holdings, Inc. | 11,177 | $369.3K | 0.01% | +1,254+12.6% | Added |
| Summit Trail Advisors, LLC | 10,975 | $367.9K | 0.01% | +912+9.1% | Added |
| NorthRock Partners, LLC | 11,118 | $367.3K | 0.04% | +2,236+25.2% | Added |
| Stratos Wealth Advisors, LLC | 11,110 | $367.1K | 0.03% | +3,149+39.6% | Added |
| V-Square Quantitative Management LLC | 11,107 | $367.0K | 0.27% | +400+3.7% | Added |
| Baker Tilly Wealth Management, LLC | 11,081 | $366.1K | 0.04% | −33,327−75.0% | Reduced |