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 |
|---|---|---|---|---|---|
| Foster & Motley Inc | 14,699 | $486.0K | 0.04% | −618−4.0% | Reduced |
| Gilbert & Cook, Inc. | 14,890 | $492.3K | 0.08% | +1,202+8.8% | Added |
| Cherry Tree Wealth Management, LLC | 14,892 | $492.3K | 0.14% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 14,945 | $494.1K | 0.08% | −201−1.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 14,956 | $494.4K | 0.05% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 14,984 | $495.0K | 0.49% | +300+2.0% | Added |
| Oldfather Financial Services, LLC | 15,000 | $495.9K | 0.25% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 15,000 | $495.9K | 0.03% | +15,000 | New |
| Oxinas Partners Wealth Management LLC | 15,006 | $496.1K | 0.37% | −4,232−22.0% | Reduced |
| Axxcess Wealth Management, LLC | 15,019 | $496.5K | 0.02% | +1,109+8.0% | Added |
| West Paces Advisors Inc. | 15,031 | $496.9K | 0.16% | +7,044+88.2% | Added |
| Intrust Bank NA | 15,037 | $497.1K | 0.06% | +3,023+25.2% | Added |
| HAP Trading, LLC | 15,147 | $500.8K | 0.12% | +15,147 | New |
| Telemus Capital, LLC | 15,252 | $504.2K | 0.05% | −3,773−19.8% | Reduced |
| World Equity Group, Inc. | 15,300 | $505.8K | 0.11% | +462+3.1% | Added |
| Precision Wealth Strategies, LLC | 15,341 | $507.2K | 0.55% | −20,322−57.0% | Reduced |
| Davidson Trust Co | 15,381 | $508.5K | 0.38% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 15,466 | $511.3K | 0.35% | +296+2.0% | Added |
| Matisse Capital | 15,490 | $512.1K | 0.36% | +1,110+7.7% | Added |
| Vident Advisory, LLC | 15,518 | $513.0K | 0.02% | +15,518 | New |
| Altfest L J & Co Inc | 15,537 | $514.0K | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 15,621 | $516.5K | 0.02% | −531−3.3% | Reduced |
| Axim Planning & Wealth | 15,682 | $518.4K | 0.46% | +159+1.0% | Added |
| Aptus Capital Advisors, LLC | 15,762 | $521.1K | 0.02% | +4,446+39.3% | Added |
| L & S Advisors Inc | 15,800 | $522.3K | 0.08% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 15,867 | $525.0K | 0.07% | −1,086−6.4% | Reduced |
| Benjamin Edwards Inc | 15,936 | $527.0K | 0.12% | −879−5.2% | Reduced |
| Sweet Financial Partners, LLC | 15,957 | $527.5K | 0.14% | +2,009+14.4% | Added |
| AlphaCore Capital LLC | 16,000 | $536.6K | 0.08% | +35+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 16,240 | $536.9K | 0.06% | −598−3.6% | Reduced |
| Trust Asset Management LLC | 16,320 | $539.5K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 16,324 | $540.0K | 0.12% | −1,926−10.6% | Reduced |
| Old Port Advisors | 16,376 | $541.4K | 0.20% | +16,376 | New |
| Cunning Capital Partners, LP | 16,380 | $542.0K | 0.36% | +16,380 | Added |
| Dana Investment Advisors, Inc. | 16,460 | $544.2K | 0.03% | +207+1.3% | Added |
| IHT Wealth Management, LLC | 16,484 | $545.0K | 0.03% | +2,382+16.9% | Added |
| Sunbelt Securities, Inc. | 16,503 | $545.6K | 0.08% | +68+0.4% | Added |
| IFG Advisors, LLC | 16,625 | $549.6K | 0.20% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 16,776 | $554.6K | 0.03% | +4,391+35.5% | Added |
| Mather Group, LLC. | 16,795 | $555.2K | 0.01% | +5,370+47.0% | Added |
| Steel Peak Wealth Management LLC | 16,556 | $555.3K | 0.04% | +2,113+14.6% | Added |
| HCR Wealth Advisors | 16,896 | $558.6K | 0.12% | −2,611−13.4% | Reduced |
| SevenBridge Financial Group, LLC | 16,917 | $559.3K | 0.14% | −2,317−12.0% | Reduced |
| Vestor Capital, LLC | 16,926 | $560.0K | 0.06% | −8,310−32.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 16,989 | $561.7K | 0.02% | +677+4.2% | Added |
| QRG Capital Management, Inc. | 17,124 | $566.1K | 0.01% | +17,124 | New |
| Cornell Pochily Investment Advisors, Inc. | 17,130 | $566.3K | 0.25% | −3,112−15.4% | Reduced |
| CIC Wealth, LLC | 17,143 | $566.7K | 0.20% | −2,056−10.7% | Reduced |
| Duff & Phelps Investment Management Co | 17,211 | $569.0K | 0.01% | +2,761+19.1% | Added |
| Jacobi Capital Management LLC | 17,220 | $569.3K | 0.06% | +388+2.3% | Added |
| Arrow Financial Corp | 17,220 | $569.3K | 0.07% | −9,479−35.5% | Reduced |
| Miracle Mile Advisors, LLC | 17,284 | $571.4K | 0.02% | +985+6.0% | Added |
| Signaturefd, LLC | 17,390 | $574.9K | 0.01% | +2,840+19.5% | Added |
| Thoroughbred Financial Services, LLC | 17,638 | $583.0K | 0.06% | −4,216−19.3% | Reduced |
| Financial Advisory Service, Inc. | 17,792 | $588.2K | 0.06% | −111−0.6% | Reduced |
| Montag A & Associates Inc | 17,551 | $588.7K | 0.04% | −4,706−21.1% | Reduced |
| Twin Capital Management Inc | 17,825 | $589.3K | 0.08% | −1,476−7.6% | Reduced |
| Forum Financial Management, LP | 17,903 | $591.9K | 0.01% | +139+0.8% | Added |
| Sit Investment Associates Inc | 17,910 | $592.0K | 0.02% | −9,750−35.2% | Reduced |
| Drive Wealth Management, LLC | 17,729 | $594.6K | 0.22% | −35−0.2% | Reduced |
| Atwood & Palmer Inc | 17,998 | $595.0K | 0.05% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 18,005 | $595.3K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 18,101 | $598.4K | 0.26% | +6,994+63.0% | Added |
| Virtue Capital Management, LLC | 17,915 | $600.7K | 0.10% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 18,181 | $601.1K | 0.50% | +114+0.6% | Added |
| Ritholtz Wealth Management | 18,210 | $602.0K | 0.03% | −1,268−6.5% | Reduced |
| Mitchell Sinkler & Starr | 18,274 | $604.1K | 0.19% | +1,150+6.7% | Added |
| Flputnam Investment Management Co | 18,304 | $605.1K | 0.02% | −589−3.1% | Reduced |
| Lakeview Capital Partners, LLC | 18,306 | $605.2K | 0.12% | −2,318−11.2% | Reduced |
| La Banque Postale Asset Management SA | 18,341 | $606.4K | 0.01% | −702−3.7% | Reduced |
| Pathway Financial Advisers, LLC | 18,387 | $607.9K | 0.25% | +18,387 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,416 | $608.8K | 0.02% | −1,742−8.6% | Reduced |
| My Legacy Advisors, LLC | 18,717 | $613.0K | 0.25% | +9,300+98.8% | Added |
| Nixon Peabody Trust Co | 18,595 | $614.8K | 0.51% | −877−4.5% | Reduced |
| Van Hulzen Asset Management, LLC | 18,605 | $615.0K | 0.05% | +1,055+6.0% | Added |
| Great Valley Advisor Group, Inc. | 18,611 | $615.0K | 0.03% | −418−2.2% | Reduced |
| Terry L. Blaker | 18,619 | $615.3K | 0.05% | −9,654−34.1% | Reduced |
| Merit Financial Group, LLC | 18,807 | $621.7K | 0.02% | −2,706−12.6% | Reduced |
| Quadrant Capital Group LLC | 18,836 | $622.7K | 0.06% | +692+3.8% | Added |
| Punch & Associates Investment Management, Inc. | 18,854 | $623.3K | 0.04% | +2,500+15.3% | Added |
| Avestar Capital, LLC | 18,864 | $623.6K | 0.10% | −909−4.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 18,958 | $626.8K | 0.13% | 00.0% | Unchanged |
| Equitable Trust Co | 19,041 | $629.5K | 0.05% | +316+1.7% | Added |
| Independent Financial Group, LLC | 19,065 | $630.3K | 0.04% | +5,676+42.4% | Added |
| Reuter James Wealth Management, LLC | 19,092 | $631.2K | 0.47% | +14+0.1% | Added |
| Apollon Wealth Management, LLC | 19,197 | $634.7K | 0.03% | +2,655+16.1% | Added |
| Ameritas Advisory Services, LLC | 19,210 | $635.1K | 0.03% | +19,210 | New |
| Grove Bank & Trust | 19,246 | $636.3K | 0.13% | +4,411+29.7% | Added |
| Geneos Wealth Management Inc. | 19,340 | $639.4K | 0.03% | +7,690+66.0% | Added |
| Monetary Management Group Inc | 19,365 | $640.2K | 0.21% | −250−1.3% | Reduced |
| Chesapeake Asset Management LLC | 19,466 | $643.5K | 0.63% | +4,667+31.5% | Added |
| J. W. Coons Advisors, LLC | 19,520 | $645.3K | 0.19% | −1,000−4.9% | Reduced |
| Financial Perspectives, Inc | 19,703 | $651.4K | 0.30% | +24+0.1% | Added |
| Kestra Private Wealth Services, LLC | 19,710 | $651.6K | 0.02% | +81+0.4% | Added |
| Panagora Asset Management Inc | 19,734 | $652.4K | 0.00% | +28+0.1% | Added |
| Neville Rodie & Shaw Inc | 19,891 | $658.0K | 0.06% | −400−2.0% | Reduced |
| JGP Wealth Management, LLC | 19,913 | $658.3K | 0.11% | −456−2.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 19,928 | $658.8K | 0.45% | +5,550+38.6% | Added |
| Caas Capital Management LP | 19,941 | $659.2K | 0.15% | +19,941 | New |
| David Loasby | 21,127 | $660.0K | 0.07% | −541−2.5% | Reduced |