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 |
|---|---|---|---|---|---|
| Nixon Peabody Trust Co | 18,595 | $614.8K | 0.51% | −877−4.5% | Reduced |
| My Legacy Advisors, LLC | 18,717 | $613.0K | 0.25% | +9,300+98.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,416 | $608.8K | 0.02% | −1,742−8.6% | Reduced |
| Pathway Financial Advisers, LLC | 18,387 | $607.9K | 0.25% | +18,387 | New |
| La Banque Postale Asset Management SA | 18,341 | $606.4K | 0.01% | −702−3.7% | Reduced |
| Lakeview Capital Partners, LLC | 18,306 | $605.2K | 0.12% | −2,318−11.2% | Reduced |
| Flputnam Investment Management Co | 18,304 | $605.1K | 0.02% | −589−3.1% | Reduced |
| Mitchell Sinkler & Starr | 18,274 | $604.1K | 0.19% | +1,150+6.7% | Added |
| Ritholtz Wealth Management | 18,210 | $602.0K | 0.03% | −1,268−6.5% | Reduced |
| HighMark Wealth Management LLC | 18,181 | $601.1K | 0.50% | +114+0.6% | Added |
| Virtue Capital Management, LLC | 17,915 | $600.7K | 0.10% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 18,101 | $598.4K | 0.26% | +6,994+63.0% | Added |
| Annex Advisory Services, LLC | 18,005 | $595.3K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 17,998 | $595.0K | 0.05% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 17,729 | $594.6K | 0.22% | −35−0.2% | Reduced |
| Sit Investment Associates Inc | 17,910 | $592.0K | 0.02% | −9,750−35.2% | Reduced |
| Forum Financial Management, LP | 17,903 | $591.9K | 0.01% | +139+0.8% | Added |
| Twin Capital Management Inc | 17,825 | $589.3K | 0.08% | −1,476−7.6% | Reduced |
| Montag A & Associates Inc | 17,551 | $588.7K | 0.04% | −4,706−21.1% | Reduced |
| Financial Advisory Service, Inc. | 17,792 | $588.2K | 0.06% | −111−0.6% | Reduced |
| Thoroughbred Financial Services, LLC | 17,638 | $583.0K | 0.06% | −4,216−19.3% | Reduced |
| Signaturefd, LLC | 17,390 | $574.9K | 0.01% | +2,840+19.5% | Added |
| Miracle Mile Advisors, LLC | 17,284 | $571.4K | 0.02% | +985+6.0% | Added |
| Arrow Financial Corp | 17,220 | $569.3K | 0.07% | −9,479−35.5% | Reduced |
| Jacobi Capital Management LLC | 17,220 | $569.3K | 0.06% | +388+2.3% | Added |
| Duff & Phelps Investment Management Co | 17,211 | $569.0K | 0.01% | +2,761+19.1% | Added |
| CIC Wealth, LLC | 17,143 | $566.7K | 0.20% | −2,056−10.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,130 | $566.3K | 0.25% | −3,112−15.4% | Reduced |
| QRG Capital Management, Inc. | 17,124 | $566.1K | 0.01% | +17,124 | New |
| Badgley Phelps Wealth Managers, LLC | 16,989 | $561.7K | 0.02% | +677+4.2% | Added |
| Vestor Capital, LLC | 16,926 | $560.0K | 0.06% | −8,310−32.9% | Reduced |
| SevenBridge Financial Group, LLC | 16,917 | $559.3K | 0.14% | −2,317−12.0% | Reduced |
| HCR Wealth Advisors | 16,896 | $558.6K | 0.12% | −2,611−13.4% | Reduced |
| Steel Peak Wealth Management LLC | 16,556 | $555.3K | 0.04% | +2,113+14.6% | Added |
| Mather Group, LLC. | 16,795 | $555.2K | 0.01% | +5,370+47.0% | Added |
| Cary Street Partner Investment Advisory LLC | 16,776 | $554.6K | 0.03% | +4,391+35.5% | Added |
| IFG Advisors, LLC | 16,625 | $549.6K | 0.20% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16,503 | $545.6K | 0.08% | +68+0.4% | Added |
| IHT Wealth Management, LLC | 16,484 | $545.0K | 0.03% | +2,382+16.9% | Added |
| Dana Investment Advisors, Inc. | 16,460 | $544.2K | 0.03% | +207+1.3% | Added |
| Cunning Capital Partners, LP | 16,380 | $542.0K | 0.36% | +16,380 | Added |
| Old Port Advisors | 16,376 | $541.4K | 0.20% | +16,376 | New |
| Cigna Investments Inc | 16,324 | $540.0K | 0.12% | −1,926−10.6% | Reduced |
| Trust Asset Management LLC | 16,320 | $539.5K | 0.06% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 16,240 | $536.9K | 0.06% | −598−3.6% | Reduced |
| AlphaCore Capital LLC | 16,000 | $536.6K | 0.08% | +35+0.2% | Added |
| Sweet Financial Partners, LLC | 15,957 | $527.5K | 0.14% | +2,009+14.4% | Added |
| Benjamin Edwards Inc | 15,936 | $527.0K | 0.12% | −879−5.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 15,867 | $525.0K | 0.07% | −1,086−6.4% | Reduced |
| L & S Advisors Inc | 15,800 | $522.3K | 0.08% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 15,762 | $521.1K | 0.02% | +4,446+39.3% | Added |
| Axim Planning & Wealth | 15,682 | $518.4K | 0.46% | +159+1.0% | Added |
| Sigma Planning Corp | 15,621 | $516.5K | 0.02% | −531−3.3% | Reduced |
| Altfest L J & Co Inc | 15,537 | $514.0K | 0.08% | 00.0% | Unchanged |
| Vident Advisory, LLC | 15,518 | $513.0K | 0.02% | +15,518 | New |
| Matisse Capital | 15,490 | $512.1K | 0.36% | +1,110+7.7% | Added |
| Powers Advisory Group, LLC | 15,466 | $511.3K | 0.35% | +296+2.0% | Added |
| Davidson Trust Co | 15,381 | $508.5K | 0.38% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 15,341 | $507.2K | 0.55% | −20,322−57.0% | Reduced |
| World Equity Group, Inc. | 15,300 | $505.8K | 0.11% | +462+3.1% | Added |
| Telemus Capital, LLC | 15,252 | $504.2K | 0.05% | −3,773−19.8% | Reduced |
| HAP Trading, LLC | 15,147 | $500.8K | 0.12% | +15,147 | New |
| Intrust Bank NA | 15,037 | $497.1K | 0.06% | +3,023+25.2% | Added |
| West Paces Advisors Inc. | 15,031 | $496.9K | 0.16% | +7,044+88.2% | Added |
| Axxcess Wealth Management, LLC | 15,019 | $496.5K | 0.02% | +1,109+8.0% | Added |
| Oxinas Partners Wealth Management LLC | 15,006 | $496.1K | 0.37% | −4,232−22.0% | Reduced |
| 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 |
| Perkins Capital Management Inc | 14,984 | $495.0K | 0.49% | +300+2.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 14,956 | $494.4K | 0.05% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 14,945 | $494.1K | 0.08% | −201−1.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 14,892 | $492.3K | 0.14% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 14,890 | $492.3K | 0.08% | +1,202+8.8% | Added |
| Foster & Motley Inc | 14,699 | $486.0K | 0.04% | −618−4.0% | Reduced |
| Evergreen Capital Management LLC | 14,489 | $486.0K | 0.02% | +5,447+60.2% | Added |
| Waldron Private Wealth LLC | 14,463 | $485.3K | 0.03% | +588+4.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 14,414 | $476.5K | 0.14% | −3,389−19.0% | Reduced |
| Bridgewater Advisors Inc. | 14,353 | $474.5K | 0.08% | −151−1.0% | Reduced |
| Pinnacle Bancorp, Inc. | 14,351 | $474.4K | 0.17% | −10,965−43.3% | Reduced |
| Shepherd Financial Partners LLC | 14,300 | $472.8K | 0.07% | +3,262+29.6% | Added |
| NEOS Investment Management LLC | 14,223 | $470.2K | 0.06% | +14,223 | New |
| Opus Capital Group, LLC | 14,159 | $468.0K | 0.08% | +280+2.0% | Added |
| Abbrea Capital, LLC | 13,930 | $467.0K | 0.07% | −2,620−15.8% | Reduced |
| Keystone Financial Group | 14,091 | $465.8K | 0.08% | +1,397+11.0% | Added |
| WealthBridge Capital Management, LLC | 14,028 | $463.8K | 0.19% | +14,028 | New |
| Kellett Schaffner Wealth Advisors LLC | 14,010 | $463.2K | 0.40% | +1,330+10.5% | Added |
| Prio Wealth Limited Partnership | 13,987 | $462.4K | 0.02% | −4,356−23.7% | Reduced |
| Woodward Diversified Capital, LLC | 13,983 | $462.3K | 0.33% | +2,238+19.1% | Added |
| Financial Advisory Corp | 13,948 | $461.0K | 0.21% | +2,866+25.9% | Added |
| Summit Global Investments | 13,873 | $459.0K | 0.03% | −5,091−26.8% | Reduced |
| Summit Trail Advisors, LLC | 13,688 | $458.9K | 0.02% | +2,713+24.7% | Added |
| Integrated Advisors Network LLC | 13,880 | $458.9K | 0.03% | −9,159−39.8% | Reduced |
| Chronos Wealth Management, LLC | 13,800 | $456.2K | 0.32% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 13,782 | $455.6K | 0.05% | +109+0.8% | Added |
| DHJJ Financial Advisors, Ltd. | 13,775 | $455.4K | 0.23% | −287−2.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,753 | $454.7K | 0.07% | +2,672+24.1% | Added |
| Ballentine Partners, LLC | 13,742 | $454.3K | 0.01% | +92+0.7% | Added |
| Gratus Capital LLC | 13,723 | $453.7K | 0.03% | +3,483+34.0% | Added |
| Rosenbaum Jay D. | 13,699 | $452.9K | 0.76% | −780−5.4% | Reduced |
| Chilton Investment Co LLC | 13,698 | $452.9K | 0.01% | +4,094+42.6% | Added |