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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 11,079 | $366.1K | 0.03% | −1,633−12.8% | Reduced |
| Financial Advisory Corp | 11,082 | $366.0K | 0.16% | +5,463+97.2% | Added |
| Forza Wealth Management, LLC | 11,065 | $365.6K | 0.18% | −1,160−9.5% | Reduced |
| Shepherd Financial Partners LLC | 11,038 | $364.7K | 0.06% | −14,603−57.0% | Reduced |
| DMG Group, LLC | 11,035 | $364.6K | 0.36% | +417+3.9% | Added |
| Alerus Financial NA | 10,993 | $363.2K | 0.03% | −154,555−93.4% | Reduced |
| High Net Worth Advisory Group LLC | 10,975 | $362.6K | 0.14% | +269+2.5% | Added |
| Centennial Wealth Advisory LLC | 10,940 | $361.5K | 0.19% | −5,262−32.5% | Reduced |
| Leonteq Securities AG | 10,898 | $360.1K | 0.04% | +6,247+134.3% | Added |
| Insigneo Advisory Services, LLC | 10,735 | $359.8K | 0.07% | +10,735 | New |
| 44 Wealth Management LLC | 10,883 | $359.6K | 0.12% | +164+1.5% | Added |
| Caldwell Sutter Capital, Inc. | 10,867 | $359.0K | 0.19% | +4,533+71.6% | Added |
| New Hampshire Trust | 10,855 | $358.6K | 0.09% | +143+1.3% | Added |
| Level Four Advisory Services, LLC | 10,794 | $356.6K | 0.02% | −285−2.6% | Reduced |
| Atlas Brown,Inc. | 10,748 | $355.1K | 0.16% | +9+0.1% | Added |
| City Holding Co | 10,736 | $354.7K | 0.06% | −712−6.2% | Reduced |
| Brookstone Capital Management | 10,534 | $353.3K | 0.01% | −34,853−76.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 10,657 | $352.1K | 0.04% | −171,265−94.1% | Reduced |
| Alliance Wealth Advisors, LLC | 10,644 | $351.7K | 0.13% | −6,683−38.6% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,596 | $350.1K | 0.11% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 10,559 | $348.9K | 0.12% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 10,552 | $348.6K | 0.14% | +10,552 | New |
| Gladstone Institutional Advisory LLC | 10,500 | $346.9K | 0.02% | −1,298−11.0% | Reduced |
| Thrive Wealth Management, LLC | 10,405 | $343.8K | 0.09% | −2,582−19.9% | Reduced |
| Affinity Investment Advisors, LLC | 10,398 | $343.6K | 0.20% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 10,242 | $343.3K | 0.28% | +7+0.1% | Added |
| City State Bank | 10,385 | $343.0K | 0.19% | +1,318+14.5% | Added |
| International Assets Investment Management, LLC | 11,305 | $342.9K | 0.05% | −2,991−20.9% | Reduced |
| Canandaigua National Bank & Trust Co | 10,370 | $342.6K | 0.06% | −109−1.0% | Reduced |
| Boston Financial Mangement LLC | 10,364 | $342.4K | 0.01% | +10,364 | New |
| Dynamic Advisor Solutions LLC | 10,321 | $341.0K | 0.02% | −1,689−14.1% | Reduced |
| Gratus Capital LLC | 10,240 | $338.3K | 0.02% | −280−2.7% | Reduced |
| My Legacy Advisors, LLC | 9,417 | $337.2K | 0.13% | −4,259−31.1% | Reduced |
| Marcum Wealth, LLC | 10,179 | $336.3K | 0.04% | −711−6.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,178 | $336.3K | 0.06% | −650−6.0% | Reduced |
| Linker Capital Management Inc. | 10,170 | $336.0K | 0.35% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 10,149 | $335.3K | 0.11% | +2,515+32.9% | Added |
| Security National Bank of Sioux City Iowa | 10,139 | $335.0K | 0.25% | +10,139 | New |
| Meridian Wealth Management, LLC | 10,126 | $334.6K | 0.03% | +71+0.7% | Added |
| Paladin Advisory Group, LLC | 10,099 | $333.7K | 0.27% | +23+0.2% | Added |
| Hall Laurie J Trustee | 10,060 | $332.0K | 0.13% | −300−2.9% | Reduced |
| TCW Group Inc | 10,043 | $331.8K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 10,033 | $331.0K | 0.02% | −4,830−32.5% | Reduced |
| Capital Investment Advisory Services, LLC | 10,008 | $330.7K | 0.03% | +2,500+33.3% | Added |
| Checchi Capital Advisers, LLC | 9,999 | $330.4K | 0.03% | −869−8.0% | Reduced |
| Continuum Advisory, LLC | 9,989 | $330.0K | 0.05% | +1,736+21.0% | Added |
| Eagle Harbor Asset Management Inc | 9,954 | $328.9K | 0.43% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 9,931 | $328.1K | 0.04% | +30+0.3% | Added |
| Asio Capital, LLC | 9,900 | $327.1K | 0.08% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 9,984 | $327.1K | 0.04% | +520+5.5% | Added |
| Marex Group plc | 9,823 | $324.6K | 0.06% | −140,137−93.4% | Reduced |
| Duncker Streett & Co Inc | 9,819 | $324.4K | 0.07% | −1,003−9.3% | Reduced |
| MBM Wealth Consultants, LLC | 9,237 | $324.3K | 0.14% | +1,527+19.8% | Added |
| BMS Financial Advisors, LLC | 9,805 | $324.0K | 0.21% | −4,396−31.0% | Reduced |
| Accurate Wealth Management, LLC | 9,165 | $323.9K | 0.10% | +746+8.9% | Added |
| CWS Financial Advisors, LLC | 9,736 | $321.7K | 0.12% | −634−6.1% | Reduced |
| Excalibur Management Corp | 9,731 | $321.5K | 0.16% | +10+0.1% | Added |
| Conning Inc. | 9,671 | $319.5K | 0.01% | −1,330−12.1% | Reduced |
| McDonald Capital Investors Inc | 9,649 | $318.8K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 9,640 | $318.5K | 0.13% | +20+0.2% | Added |
| ICA Group Wealth Management, LLC | 9,639 | $318.5K | 0.08% | −36,604−79.2% | Reduced |
| Chilton Investment Co LLC | 9,604 | $317.3K | 0.01% | −527−5.2% | Reduced |
| Shelton Capital Management | 9,602 | $317.3K | 0.01% | −708−6.9% | Reduced |
| Laurel Wealth Advisors LLC | 9,584 | $316.7K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 9,568 | $316.1K | 0.02% | +5,509+135.7% | Added |
| Capital Asset Advisory Services LLC | 8,868 | $313.3K | 0.02% | −3,007−25.3% | Reduced |
| Rossmore Private Capital | 9,471 | $312.9K | 0.05% | −1,800−16.0% | Reduced |
| 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 |
| Anfield Capital Management, LLC | 9,251 | $305.7K | 0.13% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 9,249 | $305.6K | 0.01% | −500−5.1% | Reduced |
| Sentry Investment Management LLC | 9,222 | $305.0K | 0.12% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 9,204 | $304.1K | 0.03% | −124−1.3% | Reduced |
| Evergreen Capital Management LLC | 9,042 | $302.6K | 0.01% | +2,725+43.1% | Added |
| Thrive Capital Management, LLC | 9,140 | $302.0K | 0.17% | +973+11.9% | Added |
| Yacktman Asset Management LP | 9,118 | $301.3K | 0.00% | −1,273−12.3% | Reduced |
| Marco Investment Management LLC | 9,115 | $301.2K | 0.03% | 00.0% | Unchanged |
| PFS Investments Inc. | 9,099 | $301.0K | 0.00% | +1,227+15.6% | Added |
| Benedetti & Gucer, Inc. | 9,084 | $300.0K | 0.15% | +854+10.4% | Added |
| Northwest Wealth Management, LLC | 9,078 | $299.9K | 0.11% | +162+1.8% | Added |
| Center for Financial Planning, Inc. | 9,029 | $298.3K | 0.06% | +166+1.9% | Added |
| Penserra Capital Management LLC | 9,044 | $298.0K | 0.01% | +8,964+11,205.0% | Added |
| Ruffer LLP | 9,000 | $297.2K | 0.02% | −10,000−52.6% | Reduced |
| Greenfield Savings Bank | 8,951 | $295.7K | 0.20% | +242+2.8% | Added |
| Crawford Investment Counsel Inc | 8,942 | $295.4K | 0.01% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 8,941 | $295.4K | 0.04% | +49+0.6% | Added |
| Eudaimonia Partners, LLC | 8,925 | $294.9K | 0.07% | +769+9.4% | Added |
| Cypress Capital Group | 8,908 | $294.3K | 0.04% | +8,908 | New |
| Change Path, LLC | 8,901 | $294.0K | 0.01% | −865−8.9% | Reduced |
| Live Oak Investment Partners | – | $293.7K | 0.25% | – | – |
| McGlone Suttner Wealth Management, Inc. | 8,867 | $293.0K | 0.07% | +324+3.8% | Added |
| Delta Asset Management LLC | 8,855 | $292.6K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 8,824 | $291.5K | 0.03% | −6−0.1% | Reduced |
| Stonehearth Capital Management, LLC | 8,797 | $290.7K | 0.15% | +1,716+24.2% | Added |
| Trinity Financial Advisors LLC | 8,770 | $289.8K | 0.16% | +2,492+39.7% | Added |
| Concentric Wealth Management, LLC | 8,760 | $289.4K | 0.09% | −5,375−38.0% | Reduced |
| Ropes Wealth Advisors LLC | 8,755 | $289.3K | 0.05% | −886−9.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 8,700 | $287.4K | 0.18% | −6,000−40.8% | Reduced |
| Freestone Capital Holdings, LLC | 8,699 | $287.4K | 0.01% | +965+12.5% | Added |
| Intrinsic Value Partners, LLC | 8,689 | $287.1K | 0.36% | −910−9.5% | Reduced |