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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 10,625 | $351.3K | 0.04% | −760−6.7% | Reduced |
| Change Path, LLC | 10,631 | $351.0K | 0.03% | +1,730+19.4% | Added |
| Chemung Canal Trust Co | 10,598 | $350.4K | 0.08% | −1,485−12.3% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,596 | $350.3K | 0.10% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 10,588 | $350.0K | 0.01% | −2,811−21.0% | Reduced |
| Aveo Capital Partners, LLC | 10,575 | $349.6K | 0.05% | +1,634+18.3% | Added |
| Penobscot Investment Management Company, Inc. | 10,531 | $349.4K | 0.05% | +353+3.5% | Added |
| New Hampshire Trust | 10,561 | $349.1K | 0.09% | −294−2.7% | Reduced |
| Sage Capital Advisors,llc | 10,559 | $349.1K | 0.13% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 10,552 | $348.8K | 0.15% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,515 | $347.6K | 0.03% | −1,108−9.5% | Reduced |
| Continuum Advisory, LLC | 10,494 | $346.9K | 0.06% | +505+5.1% | Added |
| Foundations Investment Advisors, LLC | 10,420 | $344.5K | 0.01% | −835−7.4% | Reduced |
| Linscomb & Williams, Inc. | 10,404 | $343.9K | 0.02% | −6,832−39.6% | Reduced |
| Affinity Investment Advisors, LLC | 10,398 | $343.8K | 0.22% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 10,370 | $342.8K | 0.06% | 00.0% | Unchanged |
| Brookstone Capital Management | 10,458 | $342.5K | 0.01% | −76−0.7% | Reduced |
| Meridian Wealth Management, LLC | 10,348 | $342.1K | 0.02% | +222+2.2% | Added |
| Berger Financial Group, Inc | 10,329 | $341.5K | 0.04% | +398+4.0% | Added |
| Rothschild Investment Corp | 10,322 | $341.0K | 0.03% | −4,725−31.4% | Reduced |
| Lake Street Advisors Group, LLC | 10,275 | $340.0K | 0.02% | +10,275 | New |
| Insigneo Advisory Services, LLC | 10,120 | $339.9K | 0.07% | −615−5.7% | Reduced |
| Centennial Wealth Advisory LLC | 10,263 | $339.3K | 0.18% | −677−6.2% | Reduced |
| Hendershot Investments Inc. | 10,241 | $338.6K | 0.06% | −1,000−8.9% | Reduced |
| Venture Visionary Partners LLC | 10,228 | $338.1K | 0.02% | −1,069−9.5% | Reduced |
| Geller Advisors LLC | 10,036 | $336.6K | 0.04% | −2,957−22.8% | Reduced |
| Forza Wealth Management, LLC | 10,165 | $336.1K | 0.17% | −900−8.1% | Reduced |
| Conning Inc. | 10,161 | $335.9K | 0.01% | +490+5.1% | Added |
| Gladstone Institutional Advisory LLC | 10,151 | $335.6K | 0.02% | −349−3.3% | Reduced |
| Security National Bank of Sioux City Iowa | 10,139 | $335.2K | 0.26% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 10,122 | $334.6K | 0.28% | +23+0.2% | Added |
| International Assets Investment Management, LLC | 11,096 | $333.6K | 0.05% | −209−1.8% | Reduced |
| Excalibur Management Corp | 10,091 | $333.6K | 0.17% | +360+3.7% | Added |
| Westpac Banking Corp | 10,074 | $333.0K | 0.02% | −18,423−64.6% | Reduced |
| Manchester Capital Management LLC | 10,067 | $332.8K | 0.05% | +3,124+45.0% | Added |
| TCW Group Inc | 10,043 | $332.0K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 9,975 | $330.0K | 0.02% | −2,132−17.6% | Reduced |
| Thrive Capital Management, LLC | 9,966 | $329.5K | 0.18% | +826+9.0% | Added |
| Clark Capital Management Group, Inc. | 9,950 | $328.9K | 0.00% | −2,258−18.5% | Reduced |
| Paulson Wealth Management Inc. | 9,884 | $326.8K | 0.11% | −265−2.6% | Reduced |
| RDA Financial Network | 9,852 | $325.7K | 0.14% | +212+2.2% | Added |
| Morningstar Investment Management LLC | 9,739 | $322.0K | 0.04% | +1,086+12.6% | Added |
| Rossmore Private Capital | 9,720 | $321.3K | 0.05% | +249+2.6% | Added |
| Hall Laurie J Trustee | 9,685 | $320.0K | 0.14% | −375−3.7% | Reduced |
| Voya Financial Advisors, Inc. | 9,839 | $319.5K | 0.04% | −145−1.5% | Reduced |
| McDonald Capital Investors Inc | 9,649 | $319.0K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 9,639 | $317.6K | 0.09% | 00.0% | Unchanged |
| Shelton Capital Management | 9,502 | $314.1K | 0.01% | −100−1.0% | Reduced |
| Duncker Streett & Co Inc | 9,488 | $313.7K | 0.07% | −331−3.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 9,487 | $313.6K | 0.03% | +663+7.5% | Added |
| City Holding Co | 9,476 | $313.2K | 0.06% | −1,260−11.7% | Reduced |
| CWS Financial Advisors, LLC | 9,471 | $313.1K | 0.13% | −265−2.7% | Reduced |
| Checchi Capital Advisers, LLC | 9,463 | $312.8K | 0.03% | −536−5.4% | Reduced |
| Barr E S & Co | 9,389 | $310.4K | 0.02% | +800+9.3% | Added |
| Advisors Management Group Inc | 9,303 | $308.0K | 0.09% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 9,309 | $307.8K | 0.07% | +384+4.3% | Added |
| LSV Asset Management | 9,300 | $307.0K | 0.00% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 9,249 | $305.8K | 0.01% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 9,233 | $305.2K | 0.09% | −8,946−49.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 9,580 | $305.2K | 0.04% | −29,819−75.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 9,218 | $304.8K | 0.07% | +351+4.0% | Added |
| Lauer Wealth, LLC | 9,265 | $302.2K | 0.33% | −674−6.8% | Reduced |
| Bragg Financial Advisors, Inc | 9,132 | $301.9K | 0.02% | −4,381−32.4% | Reduced |
| Marco Investment Management LLC | 9,115 | $301.3K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 9,092 | $300.6K | 0.00% | −2,085−18.7% | Reduced |
| Live Oak Investment Partners | – | $299.4K | 0.26% | – | – |
| Sentry Investment Management LLC | 9,043 | $299.0K | 0.14% | −179−1.9% | Reduced |
| Greenfield Savings Bank | 9,039 | $298.8K | 0.19% | +88+1.0% | Added |
| Center for Financial Planning, Inc. | 9,029 | $298.5K | 0.06% | 00.0% | Unchanged |
| Renasant Bank | 8,999 | $297.5K | 0.25% | +894+11.0% | Added |
| Benedetti & Gucer, Inc. | 8,997 | $297.4K | 0.16% | −87−1.0% | Reduced |
| Sebold Capital Management, Inc. | 8,985 | $297.1K | 0.24% | +348+4.0% | Added |
| Crawford Investment Counsel Inc | 8,985 | $297.0K | 0.01% | +43+0.5% | Added |
| Charles Schwab Trust Co | 8,969 | $296.5K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 8,907 | $294.5K | 0.09% | +244+2.8% | Added |
| Northwest Wealth Management, LLC | 8,882 | $293.6K | 0.11% | −196−2.2% | Reduced |
| Pallas Capital Advisors LLC | 9,358 | $293.0K | 0.02% | −64,873−87.4% | Reduced |
| Delta Asset Management LLC | 8,855 | $292.7K | 0.03% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 8,835 | $292.1K | 0.18% | −9,004−50.5% | Reduced |
| Eagle Harbor Asset Management Inc | 8,832 | $292.0K | 0.38% | −1,122−11.3% | Reduced |
| First Affirmative Financial Network | 8,826 | $291.8K | 0.29% | −3,683−29.4% | Reduced |
| Concentric Wealth Management, LLC | 8,810 | $291.3K | 0.10% | +50+0.6% | Added |
| Dynamic Advisor Solutions LLC | 8,809 | $291.2K | 0.01% | −1,512−14.6% | Reduced |
| Trinity Financial Advisors LLC | 8,804 | $291.1K | 0.15% | +34+0.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 8,936 | $290.2K | 0.01% | −5,156−36.6% | Reduced |
| Moseley Investment Management Inc | 8,768 | $289.9K | 0.17% | +606+7.4% | Added |
| Moody Lynn & Lieberson, LLC | 8,740 | $288.9K | 0.02% | +254+3.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 8,722 | $288.3K | 0.04% | −1,935−18.2% | Reduced |
| Penserra Capital Management LLC | 8,717 | $288.0K | 0.01% | −327−3.6% | Reduced |
| Fundamentun, LLC | 8,703 | $287.7K | 0.04% | +1,124+14.8% | Added |
| Intrinsic Value Partners, LLC | 8,689 | $287.3K | 0.37% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 8,673 | $286.6K | 0.14% | −4,202−32.6% | Reduced |
| Financial Partners Group, LLC | 8,615 | $284.8K | 0.14% | +8,615 | New |
| Choate Investment Advisors | 8,591 | $284.0K | 0.01% | +461+5.7% | Added |
| Cahill Financial Advisors Inc | 8,559 | $283.0K | 0.05% | +21+0.2% | Added |
| Qtron Investments LLC | 8,542 | $282.4K | 0.05% | +8,542 | New |
| Hummer Financial Advisory Services Inc | 8,412 | $282.1K | 0.29% | 00.0% | Unchanged |
| LWMG, LLC | 8,503 | $281.1K | 0.08% | +28+0.3% | Added |
| Coastal Investment Advisors, Inc. | 8,454 | $279.3K | 0.06% | 00.0% | Unchanged |
| Cutler Group LP | 8,417 | $278.0K | 0.04% | +7,285+643.6% | Added |