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 |
|---|---|---|---|---|---|
| Milestone Investment Advisors LLC | 11,307 | $373.8K | 0.11% | +11,307 | New |
| Defined Wealth Management, LLC | 11,320 | $374.2K | 0.32% | +17+0.2% | Added |
| Essex Savings Bank | 11,376 | $376.0K | 0.13% | −21−0.2% | Reduced |
| Bedel Financial Consulting, Inc. | 11,418 | $377.5K | 0.08% | +30.0% | Added |
| Bedel Financial Consulting Inc | 11,418 | $377.5K | 0.08% | +11,418 | New |
| Caldwell Sutter Capital, Inc. | 11,419 | $377.5K | 0.21% | +552+5.1% | Added |
| Phillips Wealth Planners LLC | 11,534 | $377.7K | 0.51% | +291+2.6% | Added |
| SS&H Financial Advisors, Inc. | 11,462 | $379.0K | 0.18% | +11,462 | New |
| Accurate Wealth Management, LLC | 10,879 | $379.0K | 0.12% | +1,714+18.7% | Added |
| Auxier Asset Management | 11,509 | $380.5K | 0.06% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 11,522 | $380.9K | 0.02% | −449−3.8% | Reduced |
| Lion Street Advisors, LLC | 11,524 | $381.0K | 0.12% | +2,023+21.3% | Added |
| Modera Wealth Management, LLC | 11,545 | $381.7K | 0.01% | −855−6.9% | Reduced |
| Resonant Capital Advisors, LLC | 11,428 | $383.3K | 0.04% | +289+2.6% | Added |
| LVW Advisors, LLC | 11,602 | $383.6K | 0.08% | +11,602 | New |
| White Pine Capital LLC | 11,616 | $384.0K | 0.15% | −210−1.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 11,640 | $384.8K | 0.30% | −275−2.3% | Reduced |
| Ullmann Financial Group, Inc. | 11,668 | $385.7K | 0.07% | +21+0.2% | Added |
| M&R Capital Management Inc | 11,700 | $386.8K | 0.11% | −369−3.1% | Reduced |
| TAP Consulting, LLC | 11,720 | $387.5K | 0.10% | +4,528+63.0% | Added |
| Greenline Partners, LLC | 11,727 | $387.7K | 0.07% | 00.0% | Unchanged |
| First National Bank | 11,751 | $388.5K | 0.34% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,770 | $389.1K | 0.05% | −647−5.2% | Reduced |
| Global Financial Private Client, LLC | 12,246 | $393.6K | 0.20% | −8,511−41.0% | Reduced |
| PFG Investments, LLC | 11,909 | $393.7K | 0.07% | −777−6.1% | Reduced |
| Berkshire Asset Management LLC | 11,957 | $395.3K | 0.02% | −67−0.6% | Reduced |
| J.W. Cole Advisors, Inc. | 11,985 | $396.2K | 0.03% | +906+8.2% | Added |
| Gifford Fong Associates | 12,000 | $397.0K | 0.09% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12,015 | $397.2K | 0.04% | −4,417−26.9% | Reduced |
| Poehling Capital Management, LLC | 12,122 | $400.7K | 0.14% | −150−1.2% | Reduced |
| IFP Advisors, Inc | 12,237 | $404.6K | 0.02% | +1,974+19.2% | Added |
| Comerica Securities,inc. | 12,070 | $404.9K | 0.03% | −4,554−27.4% | Reduced |
| Edge Capital Group, LLC | 12,246 | $404.9K | 0.03% | −574−4.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,247 | $404.9K | 0.05% | +12,247 | New |
| Stephenson National Bank & Trust | 12,277 | $405.9K | 0.23% | −1,060−7.9% | Reduced |
| Whittier Trust Co | 12,296 | $406.4K | 0.01% | +525+4.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,301 | $406.7K | 0.07% | +3,866+45.8% | Added |
| Vivaldi Capital Management, LLC | 12,320 | $407.3K | 0.13% | +163+1.3% | Added |
| Chicago Partners Investment Group LLC | 13,078 | $408.8K | 0.02% | +608+4.9% | Added |
| Baker Boyer National Bank | 12,393 | $409.6K | 0.17% | +911+7.9% | Added |
| Bremer Bank National Association | 12,397 | $409.8K | 0.08% | −2,001−13.9% | Reduced |
| VeraBank, N.A. | 12,452 | $411.7K | 0.16% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 12,560 | $415.2K | 0.05% | +20.0% | Added |
| North Star Asset Management Inc | 12,629 | $417.5K | 0.02% | −1,313−9.4% | Reduced |
| Duality Advisers, LP | 12,668 | $418.8K | 0.05% | +12,668 | New |
| Forbes J M & Co LLP | 12,677 | $419.1K | 0.05% | −1,232−8.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 12,679 | $419.2K | 0.20% | −7,082−35.8% | Reduced |
| Landaas & Co | 12,818 | $420.0K | 0.18% | −1,371−9.7% | Reduced |
| Buck Wealth Strategies, LLC | 12,710 | $420.2K | 0.17% | +11,206+745.1% | Added |
| Acropolis Investment Management, LLC | 12,740 | $421.2K | 0.03% | −146−1.1% | Reduced |
| Boyd Watterson Asset Management LLC | 12,750 | $421.5K | 0.18% | −12,500−49.5% | Reduced |
| Kinneret Advisory, LLC | 12,568 | $421.5K | 0.05% | −7−0.1% | Reduced |
| Carlson Capital Management | 12,760 | $421.9K | 0.03% | −47−0.4% | Reduced |
| Putnam Investments LLC | 12,807 | $423.4K | 0.00% | +83+0.7% | Added |
| Mraz, Amerine & Associates, Inc. | 12,808 | $423.4K | 0.10% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 12,852 | $424.9K | 0.27% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 12,845 | $425.0K | 0.03% | +12,845 | New |
| Balentine LLC | 12,911 | $426.9K | 0.01% | +338+2.7% | Added |
| Haverford Trust Co | 12,967 | $428.7K | 0.01% | −4,794−27.0% | Reduced |
| WBI Investments | 13,024 | $430.6K | 0.09% | −885−6.4% | Reduced |
| Isthmus Partners, LLC | 13,043 | $431.2K | 0.06% | +60+0.5% | Added |
| Romano Brothers and Company | 13,077 | $432.3K | 0.07% | +649+5.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,271 | $438.7K | 0.17% | 00.0% | Unchanged |
| Ignite Planners, LLC | 13,814 | $440.3K | 0.13% | +426+3.2% | Added |
| Wolff Financial Management LLC | 13,331 | $441.0K | 0.15% | +13,331 | New |
| Parkside Financial Bank & Trust | 13,362 | $441.7K | 0.10% | −207−1.5% | Reduced |
| Koss-Olinger Consulting, LLC | 13,387 | $443.0K | 0.07% | +13,387 | New |
| Graypoint LLC | 13,442 | $444.4K | 0.04% | +1,061+8.6% | Added |
| Interactive Financial Advisors | 13,462 | $445.1K | 0.30% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 13,521 | $447.0K | 0.10% | +2,264+20.1% | Added |
| WealthPLAN Partners, LLC | 13,522 | $447.0K | 0.05% | +30.0% | Added |
| DMG Group, LLC | 13,590 | $449.3K | 0.46% | +2,555+23.2% | Added |
| Koshinski Asset Management, Inc. | 13,604 | $449.8K | 0.05% | −981−6.7% | Reduced |
| Alliance Wealth Advisors, LLC | 13,675 | $452.1K | 0.17% | +3,031+28.5% | Added |
| Chilton Investment Co LLC | 13,698 | $452.9K | 0.01% | +4,094+42.6% | Added |
| Rosenbaum Jay D. | 13,699 | $452.9K | 0.76% | −780−5.4% | Reduced |
| Gratus Capital LLC | 13,723 | $453.7K | 0.03% | +3,483+34.0% | Added |
| Ballentine Partners, LLC | 13,742 | $454.3K | 0.01% | +92+0.7% | Added |
| Baker Tilly Wealth Management, LLC | 13,753 | $454.7K | 0.07% | +2,672+24.1% | Added |
| DHJJ Financial Advisors, Ltd. | 13,775 | $455.4K | 0.23% | −287−2.0% | Reduced |
| Jag Capital Management, LLC | 13,782 | $455.6K | 0.05% | +109+0.8% | Added |
| Chronos Wealth Management, LLC | 13,800 | $456.2K | 0.32% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 13,880 | $458.9K | 0.03% | −9,159−39.8% | Reduced |
| Summit Trail Advisors, LLC | 13,688 | $458.9K | 0.02% | +2,713+24.7% | Added |
| Summit Global Investments | 13,873 | $459.0K | 0.03% | −5,091−26.8% | Reduced |
| Financial Advisory Corp | 13,948 | $461.0K | 0.21% | +2,866+25.9% | Added |
| Woodward Diversified Capital, LLC | 13,983 | $462.3K | 0.33% | +2,238+19.1% | Added |
| Prio Wealth Limited Partnership | 13,987 | $462.4K | 0.02% | −4,356−23.7% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 14,010 | $463.2K | 0.40% | +1,330+10.5% | Added |
| WealthBridge Capital Management, LLC | 14,028 | $463.8K | 0.19% | +14,028 | New |
| Keystone Financial Group | 14,091 | $465.8K | 0.08% | +1,397+11.0% | Added |
| Abbrea Capital, LLC | 13,930 | $467.0K | 0.07% | −2,620−15.8% | Reduced |
| Opus Capital Group, LLC | 14,159 | $468.0K | 0.08% | +280+2.0% | Added |
| NEOS Investment Management LLC | 14,223 | $470.2K | 0.06% | +14,223 | New |
| Shepherd Financial Partners LLC | 14,300 | $472.8K | 0.07% | +3,262+29.6% | Added |
| Pinnacle Bancorp, Inc. | 14,351 | $474.4K | 0.17% | −10,965−43.3% | Reduced |
| Bridgewater Advisors Inc. | 14,353 | $474.5K | 0.08% | −151−1.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 14,414 | $476.5K | 0.14% | −3,389−19.0% | Reduced |
| Waldron Private Wealth LLC | 14,463 | $485.3K | 0.03% | +588+4.2% | Added |
| Evergreen Capital Management LLC | 14,489 | $486.0K | 0.02% | +5,447+60.2% | Added |