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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 6,999 | $231.0K | 0.00% | +1,265+22.1% | Added |
| Yacktman Asset Management LP | 7,000 | $231.4K | 0.00% | −2,118−23.2% | Reduced |
| Rehmann Capital Advisory Group | 7,006 | $231.6K | 0.02% | −337−4.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,043 | $232.9K | 0.06% | +647+10.1% | Added |
| Bond & Devick Financial Network, Inc. | 7,086 | $234.3K | 0.15% | −146−2.0% | Reduced |
| LBMC Investment Advisors, LLC | 7,486 | $234.6K | 0.02% | +32+0.4% | Added |
| Wedgewood Investors Inc | 7,107 | $235.0K | 0.32% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 7,130 | $235.7K | 0.03% | +615+9.4% | Added |
| Human Investing LLC | 7,135 | $235.9K | 0.05% | 00.0% | Unchanged |
| Summit X, LLC | 7,145 | $236.2K | 0.07% | −6,694−48.4% | Reduced |
| Country Club Bank | 7,288 | $236.6K | 0.02% | −8,772−54.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 7,169 | $237.0K | 0.04% | −133−1.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 7,189 | $237.7K | 0.02% | +7,189 | New |
| Laraway Financial Inc | 7,238 | $239.3K | 0.25% | −274−3.6% | Reduced |
| Kathmere Capital Management, LLC | 7,259 | $240.0K | 0.04% | +7,259 | New |
| Osborne Partners Capital Management, LLC | 7,275 | $240.5K | 0.02% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 7,330 | $242.3K | 0.04% | +520+7.6% | Added |
| Liberty Capital Management, Inc. | 7,340 | $242.7K | 0.07% | 00.0% | Unchanged |
| PDS Planning, Inc | 7,348 | $242.9K | 0.03% | +1,185+19.2% | Added |
| Sanders Morris Harris LLC | 7,560 | $242.9K | 0.05% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 7,372 | $243.7K | 0.10% | +13+0.2% | Added |
| One River Asset Management, LLC | 7,669 | $246.0K | 0.11% | +6,091+386.0% | Added |
| Catalyst Financial Partners LLC | 7,474 | $247.1K | 0.08% | +833+12.5% | Added |
| Crestwood Advisors Group LLC | 7,476 | $247.2K | 0.01% | +7,476 | New |
| Papp L Roy & Associates | 7,515 | $248.4K | 0.03% | −460−5.8% | Reduced |
| STAR Financial Bank | 7,522 | $248.7K | 0.26% | −710−8.6% | Reduced |
| MBM Wealth Consultants, LLC | 7,739 | $248.9K | 0.11% | −1,498−16.2% | Reduced |
| Desjardins Global Asset Management Inc. | 7,542 | $249.4K | 0.03% | −6,514−46.3% | Reduced |
| Arden Trust Co | 7,546 | $249.5K | 0.04% | −589−7.2% | Reduced |
| Riverbridge Partners LLC | 7,554 | $249.7K | 0.00% | 00.0% | Unchanged |
| First Interstate Bank | 7,566 | $250.1K | 0.02% | −675−8.2% | Reduced |
| First Citizens Financial Corp | 7,569 | $250.2K | 0.18% | −6,411−45.9% | Reduced |
| Leonteq Securities AG | 7,580 | $250.6K | 0.03% | −3,318−30.4% | Reduced |
| Byrne Asset Management LLC | 7,630 | $252.0K | 0.21% | +25+0.3% | Added |
| Chase Investment Counsel Corp | 7,675 | $253.0K | 0.13% | −600−7.3% | Reduced |
| Allegheny Financial Group LTD | 7,664 | $253.4K | 0.09% | +243+3.3% | Added |
| Strategic Blueprint, LLC | 7,666 | $253.4K | 0.02% | +98+1.3% | Added |
| Concorde Asset Management, LLC | 7,668 | $253.5K | 0.23% | +138+1.8% | Added |
| Sterling Investment Counsel, LLC | 7,690 | $254.2K | 0.15% | +835+12.2% | Added |
| Freestone Capital Holdings, LLC | 7,695 | $254.4K | 0.01% | −1,004−11.5% | Reduced |
| Imprint Wealth LLC | 7,614 | $255.2K | 0.22% | −20,851−73.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,476 | $256.7K | 0.00% | −189−2.5% | Reduced |
| Kolinsky Wealth Management, LLC | 7,781 | $257.2K | 0.26% | +1,395+21.8% | Added |
| Capital Investment Advisory Services, LLC | 7,794 | $257.7K | 0.03% | −2,214−22.1% | Reduced |
| Cooper Financial Group | 7,846 | $259.4K | 0.06% | +662+9.2% | Added |
| Boltwood Capital Management | 7,850 | $259.5K | 0.10% | −450−5.4% | Reduced |
| Level Four Advisory Services, LLC | 7,913 | $261.6K | 0.02% | −2,881−26.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 6,506 | $262.0K | 0.09% | −180−2.7% | Reduced |
| Future Financial Wealth Managment LLC | 7,962 | $263.2K | 0.29% | +116+1.5% | Added |
| Kavar Capital Partners Group, LLC | 8,005 | $264.6K | 0.06% | −400−4.8% | Reduced |
| Avidian Wealth Solutions, LLC | 8,016 | $265.0K | 0.02% | +154+2.0% | Added |
| Octavia Wealth Advisors, LLC | 7,905 | $265.1K | 0.05% | +7,905 | New |
| Bank of Stockton | 8,354 | $265.4K | 0.10% | +8,354 | New |
| BSW Wealth Partners | 8,031 | $265.5K | 0.06% | +1,444+21.9% | Added |
| Spire Wealth Management | 8,059 | $266.4K | 0.01% | +171+2.2% | Added |
| Soltis Investment Advisors LLC | 8,061 | $266.5K | 0.03% | +8,061 | New |
| Burt Wealth Advisors | 8,080 | $267.1K | 0.08% | 00.0% | Unchanged |
| Tobam | 8,151 | $269.0K | 0.02% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 8,142 | $269.0K | 0.07% | +355+4.6% | Added |
| Paragon Capital Management Ltd | 8,139 | $269.1K | 0.06% | −246−2.9% | Reduced |
| Capital Asset Advisory Services LLC | 8,301 | $269.9K | 0.02% | −567−6.4% | Reduced |
| Lincoln Capital LLC | 8,180 | $270.4K | 0.07% | 00.0% | Unchanged |
| Cedrus LLC | 8,189 | $270.7K | 0.19% | +8,189 | New |
| Black Maple Capital Management LP | 8,190 | $270.8K | 0.24% | −81,082−90.8% | Reduced |
| Wedmont Private Capital | 8,474 | $271.3K | 0.03% | +8,474 | New |
| JJJ Advisors Inc. | 8,127 | $272.4K | 0.07% | +88+1.1% | Added |
| McAdam, LLC | 8,248 | $272.7K | 0.02% | +9+0.1% | Added |
| Mitchell Capital Management Co | 8,250 | $272.7K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 8,278 | $273.7K | 0.08% | +888+12.0% | Added |
| MCF Advisors LLC | 8,195 | $273.9K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Group | 7,576 | $277.0K | 0.04% | −634−7.7% | Reduced |
| Liberty Wealth Management LLC | 8,383 | $277.0K | 0.07% | +521+6.6% | Added |
| Jones Financial Companies LLLP | 8,381 | $277.1K | 0.00% | −184−2.1% | Reduced |
| Laurel Wealth Advisors LLC | 8,385 | $277.2K | 0.06% | −1,199−12.5% | Reduced |
| Cutler Group LP | 8,417 | $278.0K | 0.04% | +7,285+643.6% | Added |
| Coastal Investment Advisors, Inc. | 8,454 | $279.3K | 0.06% | 00.0% | Unchanged |
| LWMG, LLC | 8,503 | $281.1K | 0.08% | +28+0.3% | Added |
| Hummer Financial Advisory Services Inc | 8,412 | $282.1K | 0.29% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,542 | $282.4K | 0.05% | +8,542 | New |
| Cahill Financial Advisors Inc | 8,559 | $283.0K | 0.05% | +21+0.2% | Added |
| Choate Investment Advisors | 8,591 | $284.0K | 0.01% | +461+5.7% | Added |
| Financial Partners Group, LLC | 8,615 | $284.8K | 0.14% | +8,615 | New |
| Peoples Financial Services Corp. | 8,673 | $286.6K | 0.14% | −4,202−32.6% | Reduced |
| Intrinsic Value Partners, LLC | 8,689 | $287.3K | 0.37% | 00.0% | Unchanged |
| Fundamentun, LLC | 8,703 | $287.7K | 0.04% | +1,124+14.8% | Added |
| Penserra Capital Management LLC | 8,717 | $288.0K | 0.01% | −327−3.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 8,722 | $288.3K | 0.04% | −1,935−18.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,740 | $288.9K | 0.02% | +254+3.0% | Added |
| Moseley Investment Management Inc | 8,768 | $289.9K | 0.17% | +606+7.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 8,936 | $290.2K | 0.01% | −5,156−36.6% | Reduced |
| Trinity Financial Advisors LLC | 8,804 | $291.1K | 0.15% | +34+0.4% | Added |
| Dynamic Advisor Solutions LLC | 8,809 | $291.2K | 0.01% | −1,512−14.6% | Reduced |
| Concentric Wealth Management, LLC | 8,810 | $291.3K | 0.10% | +50+0.6% | Added |
| First Affirmative Financial Network | 8,826 | $291.8K | 0.29% | −3,683−29.4% | Reduced |
| Eagle Harbor Asset Management Inc | 8,832 | $292.0K | 0.38% | −1,122−11.3% | Reduced |
| Kensington Investment Counsel, LLC | 8,835 | $292.1K | 0.18% | −9,004−50.5% | Reduced |
| Delta Asset Management LLC | 8,855 | $292.7K | 0.03% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 9,358 | $293.0K | 0.02% | −64,873−87.4% | Reduced |
| Northwest Wealth Management, LLC | 8,882 | $293.6K | 0.11% | −196−2.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 8,907 | $294.5K | 0.09% | +244+2.8% | Added |