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, Q3 2023
Institutional positions in US Bancorp DE as of Sep 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
- 1,575
- 0 vs. Q2 2023
- Shares held
- 1.22B
- +45.9M (+3.9%) vs. Q2 2023
- Total value
- $40.3B
- +$1.50B (+3.9%) vs. Q2 2023
- New holders
- 109
- 632 more added
- Sold out
- 109
- 610 more reduced
20 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding US Bancorp DE; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Union Investments & Development Ltd. | 2,500 | $82.7K | 0.04% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,500 | $82.7K | 0.53% | 00.0% | Unchanged |
| Covestor Ltd | 2,527 | $83.0K | 0.06% | −1,241−32.9% | Reduced |
| Maj Invest Holding A/S | 2,500 | $83.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 2,535 | $84.0K | 0.02% | −132−4.9% | Reduced |
| RFP Financial Group LLC | 2,572 | $85.0K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,609 | $86.2K | 0.01% | +1,185+83.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,683 | $88.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,700 | $89.3K | 0.00% | −673,302−99.6% | Reduced |
| Evermay Wealth Management LLC | 2,671 | $89.5K | 0.02% | +788+41.8% | Added |
| WFA of San Diego, LLC | 2,760 | $91.2K | 0.09% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,936 | $93.6K | 0.02% | +91+3.2% | Added |
| Members Capital Advisors Inc | 2,956 | $97.7K | 0.12% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,975 | $98.4K | 0.07% | −300−9.2% | Reduced |
| Atlas Capital Advisors LLC | 2,978 | $98.5K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 3,052 | $100.9K | 0.04% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 3,102 | $102.6K | 0.12% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,200 | $105.8K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 3,302 | $109.2K | 0.01% | +3,302 | New |
| Farther Finance Advisors, LLC | 3,311 | $109.5K | 0.02% | −124−3.6% | Reduced |
| HM Payson & Co | 3,434 | $113.5K | 0.00% | −700−16.9% | Reduced |
| Exchange Traded Concepts, LLC | 3,461 | $114.4K | 0.00% | +3,413+7,110.4% | Added |
| EverSource Wealth Advisors, LLC | 3,472 | $114.8K | 0.01% | +86+2.5% | Added |
| Resurgent Financial Advisors LLC | 3,474 | $114.8K | 0.08% | +2,348+208.5% | Added |
| Alta Advisers Ltd | 3,500 | $115.7K | 0.07% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,500 | $115.7K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,530 | $116.7K | 0.01% | +326+10.2% | Added |
| Bank of New Hampshire | 3,557 | $117.6K | 0.04% | −45−1.2% | Reduced |
| Front Street Capital Management, Inc. | 3,639 | $120.0K | 0.03% | −2,650−42.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 3,978 | $129.0K | 0.00% | −9,958−71.5% | Reduced |
| Glassman Wealth Services | 4,157 | $137.4K | 0.02% | +80+2.0% | Added |
| Legacy Bridge, LLC | 4,185 | $138.4K | 0.10% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,276 | $141.4K | 0.02% | +25+0.6% | Added |
| Tucker Asset Management LLC | 4,392 | $145.2K | 0.04% | +115+2.7% | Added |
| Ameliora Wealth Management Ltd. | 4,400 | $145.5K | 0.09% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4,409 | $145.8K | 0.19% | +4,409 | New |
| Indiana Trust & Investment Management CO | 4,424 | $146.3K | 0.07% | +4,424 | New |
| Optimum Investment Advisors | 4,514 | $149.2K | 0.08% | +20.0% | Added |
| Operose Advisors LLC | 4,521 | $149.5K | 0.06% | +884+24.3% | Added |
| Deseret Mutual Benefit Administrators | 4,738 | $156.6K | 0.08% | −374−7.3% | Reduced |
| FinTrust Capital Advisors, LLC | 4,876 | $161.2K | 0.04% | −546−10.1% | Reduced |
| AlphaMark Advisors, LLC | 4,907 | $162.0K | 0.07% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4,931 | $163.0K | 0.03% | +11+0.2% | Added |
| Caldwell Trust Co | 5,420 | $179.2K | 0.02% | −2,827−34.3% | Reduced |
| Asset Dedication, LLC | 5,489 | $180.0K | 0.02% | −275−4.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 5,470 | $180.8K | 0.08% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5,646 | $186.7K | 0.01% | −189,240−97.1% | Reduced |
| Harvest Fund Management Co., Ltd | 5,712 | $189.0K | 0.03% | +5,302+1,293.2% | Added |
| St Germain D J Co Inc | 5,731 | $189.5K | 0.01% | −1,750−23.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,070 | $200.7K | 0.01% | −3,963−39.5% | Reduced |
| Mechanics Financial Corp | 6,086 | $201.2K | 0.11% | 00.0% | Unchanged |
| Arrien Investments, Inc. | 6,087 | $201.2K | 0.19% | 00.0% | Unchanged |
| JT Stratford LLC | 6,103 | $201.8K | 0.05% | +6,103 | New |
| Wade G W & Inc | 6,125 | $202.0K | 0.01% | −525−7.9% | Reduced |
| Riverview Trust Co | 6,125 | $202.5K | 0.18% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 6,150 | $203.3K | 0.01% | −210−3.3% | Reduced |
| Marietta Investment Partners LLC | 6,177 | $204.2K | 0.06% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 6,216 | $205.5K | 0.06% | −55−0.9% | Reduced |
| MPS Loria Financial Planners, LLC | 6,219 | $205.6K | 0.08% | −1,038−14.3% | Reduced |
| Warren Averett Asset Management, LLC | 6,231 | $206.0K | 0.01% | +14+0.2% | Added |
| Boothbay Fund Management, LLC | 6,245 | $206.5K | 0.01% | +6,245 | New |
| Gallagher Fiduciary Advisors, LLC | 6,251 | $206.7K | 0.02% | −512−7.6% | Reduced |
| Epiq Partners, LLC | 6,313 | $208.7K | 0.16% | 00.0% | Unchanged |
| Boston Family Office LLC | 6,323 | $209.0K | 0.02% | +129+2.1% | Added |
| Hunter Associates Investment Management LLC | 6,292 | $209.0K | 0.04% | +6,292 | New |
| OneAscent Financial Services LLC | 6,393 | $211.0K | 0.05% | +6,393 | New |
| Gateway Investment Advisers LLC | 6,402 | $211.7K | 0.00% | +254+4.1% | Added |
| Cary Street Partners Asset Management LLC | 6,410 | $211.9K | 0.04% | −75−1.2% | Reduced |
| Capital Performance Advisors LLP | 6,428 | $212.5K | 0.11% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 6,435 | $212.7K | 0.15% | +6,435 | New |
| Bell Bank | 6,460 | $213.6K | 0.02% | +18+0.3% | Added |
| Stewart & Patten Co LLC | 6,465 | $213.7K | 0.04% | −1,885−22.6% | Reduced |
| Waycross Partners, LLC | 6,500 | $214.9K | 0.05% | −152,952−95.9% | Reduced |
| Northwest Capital Management Inc | 6,517 | $215.5K | 0.08% | +13+0.2% | Added |
| Guardian Wealth Advisors, LLC | 6,424 | $215.5K | 0.04% | −203−3.1% | Reduced |
| Texas Capital Bancshares Inc | 6,529 | $215.8K | 0.12% | −40−0.6% | Reduced |
| Capital Square, LLC | 6,500 | $216.9K | 0.29% | 00.0% | Unchanged |
| Private Ocean, LLC | 6,574 | $217.3K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 6,593 | $218.0K | 0.02% | −2,611−28.4% | Reduced |
| Sculati Wealth Management, LLC | 6,608 | $218.5K | 0.11% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 6,612 | $218.6K | 0.20% | 00.0% | Unchanged |
| NinePointTwo Capital | 6,647 | $219.0K | 0.09% | +6,647 | New |
| Rise Advisors, LLC | 6,625 | $219.0K | 0.17% | +1,661+33.5% | Added |
| Investment House LLC | 6,625 | $219.0K | 0.02% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 6,631 | $219.2K | 0.06% | +106+1.6% | Added |
| Personal Cfo Solutions, LLC | 6,638 | $219.5K | 0.04% | +6,638 | New |
| JNBA Financial Advisors | 6,712 | $221.9K | 0.03% | −1,471−18.0% | Reduced |
| Laird Norton Trust Company, LLC | 6,619 | $222.0K | 0.03% | +6,619 | New |
| Headinvest, LLC | 6,909 | $222.1K | 0.05% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 6,731 | $222.5K | 0.04% | +3,448+105.0% | Added |
| Patron Partners Advisors, LLC | 6,765 | $223.7K | 0.16% | −912−11.9% | Reduced |
| Pittenger & Anderson Inc | 6,775 | $224.0K | 0.01% | −5,300−43.9% | Reduced |
| Northwest Investment Counselors, LLC | 6,810 | $225.1K | 0.06% | +10+0.1% | Added |
| Hardy Reed LLC | 6,861 | $226.8K | 0.04% | −76−1.1% | Reduced |
| Hoxton Planning & Management, LLC | 6,863 | $227.0K | 0.15% | +53+0.8% | Added |
| Barry Investment Advisors, LLC | 6,795 | $228.0K | 0.08% | −5,044−42.6% | Reduced |
| Hamilton Capital Partners Inc. | 6,900 | $228.1K | 0.08% | 00.0% | Unchanged |
| Central Bank & Trust Co | 6,912 | $228.4K | 0.04% | +4,203+155.1% | Added |
| Peak Asset Management, LLC | 6,959 | $230.1K | 0.06% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 6,986 | $231.0K | 0.12% | −168−2.3% | Reduced |