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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 13,675 | $452.1K | 0.17% | +3,031+28.5% | Added |
| Koshinski Asset Management, Inc. | 13,604 | $449.8K | 0.05% | −981−6.7% | Reduced |
| DMG Group, LLC | 13,590 | $449.3K | 0.46% | +2,555+23.2% | Added |
| WealthPLAN Partners, LLC | 13,522 | $447.0K | 0.05% | +30.0% | Added |
| Pacific Global Investment Management CO | 13,521 | $447.0K | 0.10% | +2,264+20.1% | Added |
| Interactive Financial Advisors | 13,462 | $445.1K | 0.30% | 00.0% | Unchanged |
| Graypoint LLC | 13,442 | $444.4K | 0.04% | +1,061+8.6% | Added |
| Koss-Olinger Consulting, LLC | 13,387 | $443.0K | 0.07% | +13,387 | New |
| Parkside Financial Bank & Trust | 13,362 | $441.7K | 0.10% | −207−1.5% | Reduced |
| Wolff Financial Management LLC | 13,331 | $441.0K | 0.15% | +13,331 | New |
| Ignite Planners, LLC | 13,814 | $440.3K | 0.13% | +426+3.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,271 | $438.7K | 0.17% | 00.0% | Unchanged |
| Romano Brothers and Company | 13,077 | $432.3K | 0.07% | +649+5.2% | Added |
| Isthmus Partners, LLC | 13,043 | $431.2K | 0.06% | +60+0.5% | Added |
| WBI Investments | 13,024 | $430.6K | 0.09% | −885−6.4% | Reduced |
| Haverford Trust Co | 12,967 | $428.7K | 0.01% | −4,794−27.0% | Reduced |
| Balentine LLC | 12,911 | $426.9K | 0.01% | +338+2.7% | Added |
| WCG Wealth Advisors LLC | 12,845 | $425.0K | 0.03% | +12,845 | New |
| DB Wealth Management Group, LLC | 12,852 | $424.9K | 0.27% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 12,808 | $423.4K | 0.10% | 00.0% | Unchanged |
| Putnam Investments LLC | 12,807 | $423.4K | 0.00% | +83+0.7% | Added |
| Carlson Capital Management | 12,760 | $421.9K | 0.03% | −47−0.4% | Reduced |
| Kinneret Advisory, LLC | 12,568 | $421.5K | 0.05% | −7−0.1% | Reduced |
| Boyd Watterson Asset Management LLC | 12,750 | $421.5K | 0.18% | −12,500−49.5% | Reduced |
| Acropolis Investment Management, LLC | 12,740 | $421.2K | 0.03% | −146−1.1% | Reduced |
| Buck Wealth Strategies, LLC | 12,710 | $420.2K | 0.17% | +11,206+745.1% | Added |
| Landaas & Co | 12,818 | $420.0K | 0.18% | −1,371−9.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 12,679 | $419.2K | 0.20% | −7,082−35.8% | Reduced |
| Forbes J M & Co LLP | 12,677 | $419.1K | 0.05% | −1,232−8.9% | Reduced |
| Duality Advisers, LP | 12,668 | $418.8K | 0.05% | +12,668 | New |
| North Star Asset Management Inc | 12,629 | $417.5K | 0.02% | −1,313−9.4% | Reduced |
| Essex Financial Services, Inc. | 12,560 | $415.2K | 0.05% | +20.0% | Added |
| VeraBank, N.A. | 12,452 | $411.7K | 0.16% | 00.0% | Unchanged |
| Bremer Bank National Association | 12,397 | $409.8K | 0.08% | −2,001−13.9% | Reduced |
| Baker Boyer National Bank | 12,393 | $409.6K | 0.17% | +911+7.9% | Added |
| Chicago Partners Investment Group LLC | 13,078 | $408.8K | 0.02% | +608+4.9% | Added |
| Vivaldi Capital Management, LLC | 12,320 | $407.3K | 0.13% | +163+1.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,301 | $406.7K | 0.07% | +3,866+45.8% | Added |
| Whittier Trust Co | 12,296 | $406.4K | 0.01% | +525+4.5% | Added |
| Stephenson National Bank & Trust | 12,277 | $405.9K | 0.23% | −1,060−7.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,247 | $404.9K | 0.05% | +12,247 | New |
| Edge Capital Group, LLC | 12,246 | $404.9K | 0.03% | −574−4.5% | Reduced |
| Comerica Securities,inc. | 12,070 | $404.9K | 0.03% | −4,554−27.4% | Reduced |
| IFP Advisors, Inc | 12,237 | $404.6K | 0.02% | +1,974+19.2% | Added |
| Poehling Capital Management, LLC | 12,122 | $400.7K | 0.14% | −150−1.2% | Reduced |
| AdvisorNet Financial, Inc | 12,015 | $397.2K | 0.04% | −4,417−26.9% | Reduced |
| Gifford Fong Associates | 12,000 | $397.0K | 0.09% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,985 | $396.2K | 0.03% | +906+8.2% | Added |
| Berkshire Asset Management LLC | 11,957 | $395.3K | 0.02% | −67−0.6% | Reduced |
| PFG Investments, LLC | 11,909 | $393.7K | 0.07% | −777−6.1% | Reduced |
| Global Financial Private Client, LLC | 12,246 | $393.6K | 0.20% | −8,511−41.0% | Reduced |
| Kovack Advisors, Inc. | 11,770 | $389.1K | 0.05% | −647−5.2% | Reduced |
| First National Bank | 11,751 | $388.5K | 0.34% | 00.0% | Unchanged |
| Greenline Partners, LLC | 11,727 | $387.7K | 0.07% | 00.0% | Unchanged |
| TAP Consulting, LLC | 11,720 | $387.5K | 0.10% | +4,528+63.0% | Added |
| M&R Capital Management Inc | 11,700 | $386.8K | 0.11% | −369−3.1% | Reduced |
| Ullmann Financial Group, Inc. | 11,668 | $385.7K | 0.07% | +21+0.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 11,640 | $384.8K | 0.30% | −275−2.3% | Reduced |
| White Pine Capital LLC | 11,616 | $384.0K | 0.15% | −210−1.8% | Reduced |
| LVW Advisors, LLC | 11,602 | $383.6K | 0.08% | +11,602 | New |
| Resonant Capital Advisors, LLC | 11,428 | $383.3K | 0.04% | +289+2.6% | Added |
| Modera Wealth Management, LLC | 11,545 | $381.7K | 0.01% | −855−6.9% | Reduced |
| Lion Street Advisors, LLC | 11,524 | $381.0K | 0.12% | +2,023+21.3% | Added |
| Exencial Wealth Advisors, LLC | 11,522 | $380.9K | 0.02% | −449−3.8% | Reduced |
| Auxier Asset Management | 11,509 | $380.5K | 0.06% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 10,879 | $379.0K | 0.12% | +1,714+18.7% | Added |
| SS&H Financial Advisors, Inc. | 11,462 | $379.0K | 0.18% | +11,462 | New |
| Phillips Wealth Planners LLC | 11,534 | $377.7K | 0.51% | +291+2.6% | Added |
| Caldwell Sutter Capital, Inc. | 11,419 | $377.5K | 0.21% | +552+5.1% | Added |
| 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 |
| Essex Savings Bank | 11,376 | $376.0K | 0.13% | −21−0.2% | Reduced |
| Defined Wealth Management, LLC | 11,320 | $374.2K | 0.32% | +17+0.2% | Added |
| Milestone Investment Advisors LLC | 11,307 | $373.8K | 0.11% | +11,307 | New |
| Ropes Wealth Advisors LLC | 11,265 | $372.4K | 0.07% | +2,510+28.7% | Added |
| Fairfield, Bush & Co. | 11,222 | $371.0K | 0.24% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 11,212 | $370.7K | 0.07% | −88−0.8% | Reduced |
| Rogco, LP | 11,172 | $369.3K | 0.18% | +11,172 | New |
| Orleans Capital Management Corp | 11,100 | $367.0K | 0.27% | −5,400−32.7% | Reduced |
| Oak Thistle LLC | 11,084 | $366.4K | 0.11% | +11,084 | New |
| Concord Wealth Partners | 11,066 | $365.8K | 0.08% | +2,726+32.7% | Added |
| Great Waters Wealth Management | 11,481 | $365.8K | 0.07% | −191−1.6% | Reduced |
| Sheets Smith Wealth Management | 11,013 | $364.1K | 0.06% | −1,248−10.2% | Reduced |
| Alerus Financial NA | 10,993 | $363.4K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 10,940 | $361.7K | 0.03% | +1,372+14.3% | Added |
| First Business Financial Services, Inc. | 10,934 | $361.5K | 0.05% | −288−2.6% | Reduced |
| Valmark Advisers, Inc. | 10,886 | $359.9K | 0.01% | −453−4.0% | Reduced |
| Marcum Wealth, LLC | 10,785 | $356.6K | 0.04% | +606+6.0% | Added |
| Wallace Advisory Group, LLC | 10,776 | $356.0K | 0.26% | −38−0.4% | Reduced |
| Oxford Financial Group Ltd | 10,760 | $355.7K | 0.03% | −1,569−12.7% | Reduced |
| Atlas Brown,Inc. | 10,757 | $355.6K | 0.16% | +9+0.1% | Added |
| Gyroscope Capital Management Group, LLC | 10,753 | $355.5K | 0.08% | +10,753 | New |
| Thrive Wealth Management, LLC | 10,753 | $355.5K | 0.09% | +348+3.3% | 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 |
| City State Bank | 10,685 | $353.0K | 0.19% | +300+2.9% | Added |
| Marex Group plc | 10,672 | $352.8K | 0.05% | +849+8.6% | Added |
| 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 |
| Beck Mack & Oliver LLC | 10,652 | $352.2K | 0.01% | −750−6.6% | Reduced |