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 |
|---|---|---|---|---|---|
| Charles Schwab Trust Co | 8,969 | $296.5K | 0.03% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 8,985 | $297.0K | 0.01% | +43+0.5% | Added |
| Sebold Capital Management, Inc. | 8,985 | $297.1K | 0.24% | +348+4.0% | Added |
| Benedetti & Gucer, Inc. | 8,997 | $297.4K | 0.16% | −87−1.0% | Reduced |
| Renasant Bank | 8,999 | $297.5K | 0.25% | +894+11.0% | Added |
| Center for Financial Planning, Inc. | 9,029 | $298.5K | 0.06% | 00.0% | Unchanged |
| Greenfield Savings Bank | 9,039 | $298.8K | 0.19% | +88+1.0% | Added |
| Sentry Investment Management LLC | 9,043 | $299.0K | 0.14% | −179−1.9% | Reduced |
| Live Oak Investment Partners | – | $299.4K | 0.26% | – | – |
| Equitable Holdings, Inc. | 9,092 | $300.6K | 0.00% | −2,085−18.7% | Reduced |
| Marco Investment Management LLC | 9,115 | $301.3K | 0.03% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 9,132 | $301.9K | 0.02% | −4,381−32.4% | Reduced |
| Lauer Wealth, LLC | 9,265 | $302.2K | 0.33% | −674−6.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 9,218 | $304.8K | 0.07% | +351+4.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,580 | $305.2K | 0.04% | −29,819−75.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,233 | $305.2K | 0.09% | −8,946−49.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 9,249 | $305.8K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 9,300 | $307.0K | 0.00% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 9,309 | $307.8K | 0.07% | +384+4.3% | Added |
| Advisors Management Group Inc | 9,303 | $308.0K | 0.09% | 00.0% | Unchanged |
| Barr E S & Co | 9,389 | $310.4K | 0.02% | +800+9.3% | Added |
| Checchi Capital Advisers, LLC | 9,463 | $312.8K | 0.03% | −536−5.4% | Reduced |
| CWS Financial Advisors, LLC | 9,471 | $313.1K | 0.13% | −265−2.7% | Reduced |
| City Holding Co | 9,476 | $313.2K | 0.06% | −1,260−11.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 9,487 | $313.6K | 0.03% | +663+7.5% | Added |
| Duncker Streett & Co Inc | 9,488 | $313.7K | 0.07% | −331−3.4% | Reduced |
| Shelton Capital Management | 9,502 | $314.1K | 0.01% | −100−1.0% | Reduced |
| ICA Group Wealth Management, LLC | 9,639 | $317.6K | 0.09% | 00.0% | Unchanged |
| McDonald Capital Investors Inc | 9,649 | $319.0K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 9,839 | $319.5K | 0.04% | −145−1.5% | Reduced |
| Hall Laurie J Trustee | 9,685 | $320.0K | 0.14% | −375−3.7% | Reduced |
| Rossmore Private Capital | 9,720 | $321.3K | 0.05% | +249+2.6% | Added |
| Morningstar Investment Management LLC | 9,739 | $322.0K | 0.04% | +1,086+12.6% | Added |
| RDA Financial Network | 9,852 | $325.7K | 0.14% | +212+2.2% | Added |
| Paulson Wealth Management Inc. | 9,884 | $326.8K | 0.11% | −265−2.6% | Reduced |
| Clark Capital Management Group, Inc. | 9,950 | $328.9K | 0.00% | −2,258−18.5% | Reduced |
| Thrive Capital Management, LLC | 9,966 | $329.5K | 0.18% | +826+9.0% | Added |
| Symmetry Partners, LLC | 9,975 | $330.0K | 0.02% | −2,132−17.6% | Reduced |
| TCW Group Inc | 10,043 | $332.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10,067 | $332.8K | 0.05% | +3,124+45.0% | Added |
| Westpac Banking Corp | 10,074 | $333.0K | 0.02% | −18,423−64.6% | Reduced |
| Excalibur Management Corp | 10,091 | $333.6K | 0.17% | +360+3.7% | Added |
| International Assets Investment Management, LLC | 11,096 | $333.6K | 0.05% | −209−1.8% | Reduced |
| Paladin Advisory Group, LLC | 10,122 | $334.6K | 0.28% | +23+0.2% | Added |
| Security National Bank of Sioux City Iowa | 10,139 | $335.2K | 0.26% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 10,151 | $335.6K | 0.02% | −349−3.3% | Reduced |
| Conning Inc. | 10,161 | $335.9K | 0.01% | +490+5.1% | Added |
| Forza Wealth Management, LLC | 10,165 | $336.1K | 0.17% | −900−8.1% | Reduced |
| Geller Advisors LLC | 10,036 | $336.6K | 0.04% | −2,957−22.8% | Reduced |
| Venture Visionary Partners LLC | 10,228 | $338.1K | 0.02% | −1,069−9.5% | Reduced |
| Hendershot Investments Inc. | 10,241 | $338.6K | 0.06% | −1,000−8.9% | Reduced |
| Centennial Wealth Advisory LLC | 10,263 | $339.3K | 0.18% | −677−6.2% | Reduced |
| Insigneo Advisory Services, LLC | 10,120 | $339.9K | 0.07% | −615−5.7% | Reduced |
| Lake Street Advisors Group, LLC | 10,275 | $340.0K | 0.02% | +10,275 | New |
| Rothschild Investment Corp | 10,322 | $341.0K | 0.03% | −4,725−31.4% | Reduced |
| Berger Financial Group, Inc | 10,329 | $341.5K | 0.04% | +398+4.0% | Added |
| Meridian Wealth Management, LLC | 10,348 | $342.1K | 0.02% | +222+2.2% | Added |
| Brookstone Capital Management | 10,458 | $342.5K | 0.01% | −76−0.7% | Reduced |
| Canandaigua National Bank & Trust Co | 10,370 | $342.8K | 0.06% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 10,398 | $343.8K | 0.22% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 10,404 | $343.9K | 0.02% | −6,832−39.6% | Reduced |
| Foundations Investment Advisors, LLC | 10,420 | $344.5K | 0.01% | −835−7.4% | Reduced |
| Continuum Advisory, LLC | 10,494 | $346.9K | 0.06% | +505+5.1% | Added |
| Baldwin Brothers Inc | 10,515 | $347.6K | 0.03% | −1,108−9.5% | Reduced |
| Arcataur Capital Management LLC | 10,552 | $348.8K | 0.15% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 10,559 | $349.1K | 0.13% | 00.0% | Unchanged |
| New Hampshire Trust | 10,561 | $349.1K | 0.09% | −294−2.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,531 | $349.4K | 0.05% | +353+3.5% | Added |
| Aveo Capital Partners, LLC | 10,575 | $349.6K | 0.05% | +1,634+18.3% | Added |
| Boston Private Wealth LLC | 10,588 | $350.0K | 0.01% | −2,811−21.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,596 | $350.3K | 0.10% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 10,598 | $350.4K | 0.08% | −1,485−12.3% | Reduced |
| Change Path, LLC | 10,631 | $351.0K | 0.03% | +1,730+19.4% | Added |
| Sound View Wealth Advisors Group, LLC | 10,625 | $351.3K | 0.04% | −760−6.7% | Reduced |
| Beck Mack & Oliver LLC | 10,652 | $352.2K | 0.01% | −750−6.6% | Reduced |
| Lloyd Advisory Services, LLC. | 10,653 | $352.2K | 0.12% | +10,653 | New |
| Norden Group LLC | 10,653 | $352.2K | 0.12% | +10,653 | New |
| Marex Group plc | 10,672 | $352.8K | 0.05% | +849+8.6% | Added |
| City State Bank | 10,685 | $353.0K | 0.19% | +300+2.9% | Added |
| Stokes Family Office, LLC | 10,696 | $353.6K | 0.04% | −488−4.4% | Reduced |
| KLR Investment Advisors, LLC | 9,680 | $353.6K | 0.32% | −562−5.5% | Reduced |
| Thrive Wealth Management, LLC | 10,753 | $355.5K | 0.09% | +348+3.3% | Added |
| Gyroscope Capital Management Group, LLC | 10,753 | $355.5K | 0.08% | +10,753 | New |
| Atlas Brown,Inc. | 10,757 | $355.6K | 0.16% | +9+0.1% | Added |
| Oxford Financial Group Ltd | 10,760 | $355.7K | 0.03% | −1,569−12.7% | Reduced |
| Wallace Advisory Group, LLC | 10,776 | $356.0K | 0.26% | −38−0.4% | Reduced |
| Marcum Wealth, LLC | 10,785 | $356.6K | 0.04% | +606+6.0% | Added |
| Valmark Advisers, Inc. | 10,886 | $359.9K | 0.01% | −453−4.0% | Reduced |
| First Business Financial Services, Inc. | 10,934 | $361.5K | 0.05% | −288−2.6% | Reduced |
| Ellevest, Inc. | 10,940 | $361.7K | 0.03% | +1,372+14.3% | Added |
| Alerus Financial NA | 10,993 | $363.4K | 0.03% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 11,013 | $364.1K | 0.06% | −1,248−10.2% | Reduced |
| Great Waters Wealth Management | 11,481 | $365.8K | 0.07% | −191−1.6% | Reduced |
| Concord Wealth Partners | 11,066 | $365.8K | 0.08% | +2,726+32.7% | Added |
| Oak Thistle LLC | 11,084 | $366.4K | 0.11% | +11,084 | New |
| Orleans Capital Management Corp | 11,100 | $367.0K | 0.27% | −5,400−32.7% | Reduced |
| Rogco, LP | 11,172 | $369.3K | 0.18% | +11,172 | New |
| Institute for Wealth Management, LLC. | 11,212 | $370.7K | 0.07% | −88−0.8% | Reduced |
| Fairfield, Bush & Co. | 11,222 | $371.0K | 0.24% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 11,265 | $372.4K | 0.07% | +2,510+28.7% | Added |