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 |
|---|---|---|---|---|---|
| Wealth Alliance Advisory Group, LLC | 8,663 | $286.2K | 0.10% | +2,249+35.1% | Added |
| Morningstar Investment Management LLC | 8,653 | $286.0K | 0.04% | +1,331+18.2% | Added |
| Sebold Capital Management, Inc. | 8,637 | $285.4K | 0.23% | +711+9.0% | Added |
| Tradewinds, LLC. | 8,628 | $285.1K | 0.17% | +223+2.7% | Added |
| Barr E S & Co | 8,589 | $283.8K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8,565 | $283.0K | 0.00% | −256−2.9% | Reduced |
| Buttonwood Financial Advisors Inc. | 8,554 | $282.6K | 0.18% | −17,829−67.6% | Reduced |
| Cahill Financial Advisors Inc | 8,538 | $282.1K | 0.05% | −157−1.8% | Reduced |
| Hummer Financial Advisory Services Inc | 8,412 | $282.0K | 0.28% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 8,526 | $281.7K | 0.02% | −2,472−22.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,486 | $280.4K | 0.02% | −6,194−42.2% | Reduced |
| LWMG, LLC | 8,475 | $280.0K | 0.08% | −6,172−42.1% | Reduced |
| Coastal Investment Advisors, Inc. | 8,454 | $279.3K | 0.06% | +1,375+19.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,435 | $278.7K | 0.05% | +1,018+13.7% | Added |
| Kavar Capital Partners Group, LLC | 8,405 | $277.7K | 0.06% | +55+0.7% | Added |
| Paragon Capital Management Ltd | 8,385 | $277.0K | 0.06% | +8,385 | New |
| Stewart & Patten Co LLC | 8,350 | $275.9K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 8,340 | $275.6K | 0.06% | +3,249+63.8% | Added |
| Boltwood Capital Management | 8,300 | $274.2K | 0.10% | +17+0.2% | Added |
| First National Advisers, LLC | 8,287 | $274.0K | 0.25% | −129−1.5% | Reduced |
| MCF Advisors LLC | 8,195 | $273.7K | 0.02% | +3,484+74.0% | Added |
| Chase Investment Counsel Corp | 8,275 | $273.0K | 0.14% | +340+4.3% | Added |
| Headinvest, LLC | 6,909 | $272.6K | 0.06% | −28−0.4% | Reduced |
| Mitchell Capital Management Co | 8,250 | $272.6K | 0.06% | 00.0% | Unchanged |
| Caldwell Trust Co | 8,247 | $272.5K | 0.04% | −501−5.7% | Reduced |
| First Interstate Bank | 8,241 | $272.3K | 0.02% | +512+6.6% | Added |
| McAdam, LLC | 8,239 | $272.2K | 0.02% | +166+2.1% | Added |
| STAR Financial Bank | 8,232 | $272.0K | 0.25% | −1,342−14.0% | Reduced |
| Montecito Bank & Trust | 8,185 | $270.4K | 0.06% | −2,100−20.4% | Reduced |
| JNBA Financial Advisors | 8,183 | $270.4K | 0.03% | +1,472+21.9% | Added |
| Lincoln Capital LLC | 8,180 | $270.3K | 0.07% | +1,510+22.6% | Added |
| Moseley Investment Management Inc | 8,162 | $269.7K | 0.16% | +2,300+39.2% | Added |
| Seven Eight Capital, LP | 8,159 | $269.6K | 0.04% | −18,013−68.8% | Reduced |
| JJJ Advisors Inc. | 8,039 | $269.3K | 0.07% | +319+4.1% | 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 |
| Choate Investment Advisors | 8,130 | $268.6K | 0.01% | +1,047+14.8% | Added |
| Charles Schwab Trust Co | 8,969 | $268.2K | 0.03% | 00.0% | Unchanged |
| Arden Trust Co | 8,135 | $268.0K | 0.04% | −4,835−37.3% | Reduced |
| Renasant Bank | 8,105 | $267.8K | 0.22% | −1,870−18.7% | Reduced |
| Burt Wealth Advisors | 8,080 | $267.0K | 0.08% | −1,927−19.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 8,076 | $266.8K | 0.02% | −308,720−97.5% | Reduced |
| Telos Capital Management, Inc. | 8,038 | $265.6K | 0.04% | −3,259−28.8% | Reduced |
| West Paces Advisors Inc. | 7,987 | $263.9K | 0.08% | −5,613−41.3% | Reduced |
| Papp L Roy & Associates | 7,975 | $263.5K | 0.03% | −740−8.5% | Reduced |
| Spire Wealth Management | 7,888 | $260.6K | 0.01% | −2,810−26.3% | Reduced |
| Avidian Wealth Solutions, LLC | 7,862 | $259.8K | 0.02% | −7,123−47.5% | Reduced |
| Liberty Wealth Management LLC | 7,862 | $259.8K | 0.06% | −67−0.8% | Reduced |
| Future Financial Wealth Managment LLC | 7,846 | $259.2K | 0.27% | +7,846 | New |
| Angeles Investment Advisors, LLC | 7,739 | $258.9K | 0.02% | −1,659−17.7% | Reduced |
| Ellenbecker Investment Group | 7,787 | $257.0K | 0.06% | +54+0.7% | Added |
| Sanders Morris Harris LLC | 7,560 | $253.9K | 0.06% | +7,560 | New |
| Patron Partners Advisors, LLC | 7,677 | $253.6K | 0.18% | −1,225−13.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,665 | $253.3K | 0.00% | −144−1.8% | Reduced |
| V Wealth Advisors LLC | 7,612 | $251.5K | 0.04% | −575−7.0% | Reduced |
| Byrne Asset Management LLC | 7,605 | $251.0K | 0.16% | +4,535+147.7% | Added |
| Novare Capital Management LLC | 7,586 | $250.6K | 0.03% | 00.0% | Unchanged |
| Fundamentun, LLC | 7,579 | $250.4K | 0.04% | −18,155−70.5% | Reduced |
| Strategic Blueprint, LLC | 7,568 | $250.0K | 0.02% | +966+14.6% | Added |
| Riverbridge Partners LLC | 7,554 | $249.6K | 0.00% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 7,530 | $248.8K | 0.23% | −92−1.2% | Reduced |
| Laraway Financial Inc | 7,512 | $248.2K | 0.25% | +10.0% | Added |
| St Germain D J Co Inc | 7,481 | $247.2K | 0.01% | +7,481 | New |
| LBMC Investment Advisors, LLC | 7,454 | $246.3K | 0.02% | +31+0.4% | Added |
| Allegheny Financial Group LTD | 7,421 | $245.2K | 0.12% | −87−1.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 7,390 | $244.2K | 0.07% | −24,260−76.7% | Reduced |
| Everhart Financial Group, Inc. | 7,359 | $243.1K | 0.10% | −139−1.9% | Reduced |
| Zhang Financial LLC | 7,353 | $242.9K | 0.02% | −1,257−14.6% | Reduced |
| Rehmann Capital Advisory Group | 7,343 | $242.6K | 0.02% | +1,442+24.4% | Added |
| Liberty Capital Management, Inc. | 7,340 | $242.5K | 0.07% | −54,250−88.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 7,302 | $241.3K | 0.04% | −400−5.2% | Reduced |
| Baker Ellis Asset Management LLC | 7,300 | $241.2K | 0.04% | −1,700−18.9% | Reduced |
| Osborne Partners Capital Management, LLC | 7,275 | $240.4K | 0.02% | −630−8.0% | Reduced |
| MPS Loria Financial Planners, LLC | 7,257 | $239.8K | 0.09% | −27−0.4% | Reduced |
| Bond & Devick Financial Network, Inc. | 7,232 | $238.9K | 0.15% | −1,282−15.1% | Reduced |
| TAP Consulting, LLC | 7,192 | $237.6K | 0.06% | 00.0% | Unchanged |
| Cooper Financial Group | 7,184 | $237.4K | 0.06% | +319+4.6% | Added |
| FinTrust Capital Advisors, LLC | 5,422 | $236.5K | 0.06% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 7,154 | $236.4K | 0.13% | −983−12.1% | Reduced |
| Human Investing LLC | 7,135 | $235.8K | 0.05% | +14+0.2% | Added |
| Wedgewood Investors Inc | 7,107 | $234.8K | 0.30% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 6,959 | $229.9K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6,943 | $229.4K | 0.03% | −6,029−46.5% | Reduced |
| Hardy Reed LLC | 6,937 | $229.2K | 0.04% | −130−1.8% | Reduced |
| Hamilton Capital Partners Inc. | 6,900 | $228.0K | 0.08% | +6,900 | New |
| Triumph Capital Management | 6,801 | $228.0K | 0.10% | +6,801 | New |
| Sterling Investment Counsel, LLC | 6,855 | $226.5K | 0.12% | +6,855 | New |
| 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 |
| Northwest Investment Counselors, LLC | 6,800 | $224.7K | 0.06% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 6,763 | $223.4K | 0.02% | −32−0.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,760 | $223.3K | 0.01% | −2,064−23.4% | Reduced |
| Guardian Wealth Advisors, LLC | 6,627 | $222.2K | 0.04% | +204+3.2% | Added |
| Community Trust & Investment Co | 6,713 | $221.8K | 0.02% | +6,713 | New |
| Community Bank & Trust, Waco, Texas | 6,686 | $221.0K | 0.07% | 00.0% | Unchanged |
| Wade G W & Inc | 6,650 | $220.0K | 0.01% | +6,650 | New |
| Catalyst Financial Partners LLC | 6,641 | $219.4K | 0.08% | +6,641 | New |
| Investment House LLC | 6,625 | $218.9K | 0.02% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 6,612 | $218.5K | 0.18% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 6,608 | $218.3K | 0.11% | 00.0% | Unchanged |