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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 8,385 | $277.2K | 0.06% | −1,199−12.5% | Reduced |
| Jones Financial Companies LLLP | 8,381 | $277.1K | 0.00% | −184−2.1% | Reduced |
| Beacon Financial Group | 7,576 | $277.0K | 0.04% | −634−7.7% | Reduced |
| Liberty Wealth Management LLC | 8,383 | $277.0K | 0.07% | +521+6.6% | Added |
| MCF Advisors LLC | 8,195 | $273.9K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 8,278 | $273.7K | 0.08% | +888+12.0% | Added |
| Mitchell Capital Management Co | 8,250 | $272.7K | 0.06% | 00.0% | Unchanged |
| McAdam, LLC | 8,248 | $272.7K | 0.02% | +9+0.1% | Added |
| JJJ Advisors Inc. | 8,127 | $272.4K | 0.07% | +88+1.1% | Added |
| Wedmont Private Capital | 8,474 | $271.3K | 0.03% | +8,474 | New |
| Black Maple Capital Management LP | 8,190 | $270.8K | 0.24% | −81,082−90.8% | Reduced |
| Cedrus LLC | 8,189 | $270.7K | 0.19% | +8,189 | New |
| Lincoln Capital LLC | 8,180 | $270.4K | 0.07% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 8,301 | $269.9K | 0.02% | −567−6.4% | Reduced |
| Paragon Capital Management Ltd | 8,139 | $269.1K | 0.06% | −246−2.9% | Reduced |
| Tobam | 8,151 | $269.0K | 0.02% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 8,142 | $269.0K | 0.07% | +355+4.6% | Added |
| Burt Wealth Advisors | 8,080 | $267.1K | 0.08% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 8,061 | $266.5K | 0.03% | +8,061 | New |
| Spire Wealth Management | 8,059 | $266.4K | 0.01% | +171+2.2% | Added |
| BSW Wealth Partners | 8,031 | $265.5K | 0.06% | +1,444+21.9% | Added |
| Bank of Stockton | 8,354 | $265.4K | 0.10% | +8,354 | New |
| Octavia Wealth Advisors, LLC | 7,905 | $265.1K | 0.05% | +7,905 | New |
| Avidian Wealth Solutions, LLC | 8,016 | $265.0K | 0.02% | +154+2.0% | Added |
| Kavar Capital Partners Group, LLC | 8,005 | $264.6K | 0.06% | −400−4.8% | Reduced |
| Future Financial Wealth Managment LLC | 7,962 | $263.2K | 0.29% | +116+1.5% | Added |
| Community Bank & Trust, Waco, Texas | 6,506 | $262.0K | 0.09% | −180−2.7% | Reduced |
| Level Four Advisory Services, LLC | 7,913 | $261.6K | 0.02% | −2,881−26.7% | Reduced |
| Boltwood Capital Management | 7,850 | $259.5K | 0.10% | −450−5.4% | Reduced |
| Cooper Financial Group | 7,846 | $259.4K | 0.06% | +662+9.2% | Added |
| Capital Investment Advisory Services, LLC | 7,794 | $257.7K | 0.03% | −2,214−22.1% | Reduced |
| Kolinsky Wealth Management, LLC | 7,781 | $257.2K | 0.26% | +1,395+21.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,476 | $256.7K | 0.00% | −189−2.5% | Reduced |
| Imprint Wealth LLC | 7,614 | $255.2K | 0.22% | −20,851−73.3% | Reduced |
| Freestone Capital Holdings, LLC | 7,695 | $254.4K | 0.01% | −1,004−11.5% | Reduced |
| Sterling Investment Counsel, LLC | 7,690 | $254.2K | 0.15% | +835+12.2% | Added |
| Concorde Asset Management, LLC | 7,668 | $253.5K | 0.23% | +138+1.8% | Added |
| Strategic Blueprint, LLC | 7,666 | $253.4K | 0.02% | +98+1.3% | Added |
| Allegheny Financial Group LTD | 7,664 | $253.4K | 0.09% | +243+3.3% | Added |
| Chase Investment Counsel Corp | 7,675 | $253.0K | 0.13% | −600−7.3% | Reduced |
| Byrne Asset Management LLC | 7,630 | $252.0K | 0.21% | +25+0.3% | Added |
| Leonteq Securities AG | 7,580 | $250.6K | 0.03% | −3,318−30.4% | Reduced |
| First Citizens Financial Corp | 7,569 | $250.2K | 0.18% | −6,411−45.9% | Reduced |
| First Interstate Bank | 7,566 | $250.1K | 0.02% | −675−8.2% | Reduced |
| Riverbridge Partners LLC | 7,554 | $249.7K | 0.00% | 00.0% | Unchanged |
| Arden Trust Co | 7,546 | $249.5K | 0.04% | −589−7.2% | Reduced |
| Desjardins Global Asset Management Inc. | 7,542 | $249.4K | 0.03% | −6,514−46.3% | Reduced |
| MBM Wealth Consultants, LLC | 7,739 | $248.9K | 0.11% | −1,498−16.2% | Reduced |
| STAR Financial Bank | 7,522 | $248.7K | 0.26% | −710−8.6% | Reduced |
| Papp L Roy & Associates | 7,515 | $248.4K | 0.03% | −460−5.8% | Reduced |
| Crestwood Advisors Group LLC | 7,476 | $247.2K | 0.01% | +7,476 | New |
| Catalyst Financial Partners LLC | 7,474 | $247.1K | 0.08% | +833+12.5% | Added |
| One River Asset Management, LLC | 7,669 | $246.0K | 0.11% | +6,091+386.0% | Added |
| Everhart Financial Group, Inc. | 7,372 | $243.7K | 0.10% | +13+0.2% | Added |
| Sanders Morris Harris LLC | 7,560 | $242.9K | 0.05% | 00.0% | Unchanged |
| PDS Planning, Inc | 7,348 | $242.9K | 0.03% | +1,185+19.2% | Added |
| Liberty Capital Management, Inc. | 7,340 | $242.7K | 0.07% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 7,330 | $242.3K | 0.04% | +520+7.6% | Added |
| Osborne Partners Capital Management, LLC | 7,275 | $240.5K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 7,259 | $240.0K | 0.04% | +7,259 | New |
| Laraway Financial Inc | 7,238 | $239.3K | 0.25% | −274−3.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 7,189 | $237.7K | 0.02% | +7,189 | New |
| Pekin Hardy Strauss, Inc. | 7,169 | $237.0K | 0.04% | −133−1.8% | Reduced |
| Country Club Bank | 7,288 | $236.6K | 0.02% | −8,772−54.6% | Reduced |
| Summit X, LLC | 7,145 | $236.2K | 0.07% | −6,694−48.4% | Reduced |
| Human Investing LLC | 7,135 | $235.9K | 0.05% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 7,130 | $235.7K | 0.03% | +615+9.4% | Added |
| Wedgewood Investors Inc | 7,107 | $235.0K | 0.32% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 7,486 | $234.6K | 0.02% | +32+0.4% | Added |
| Bond & Devick Financial Network, Inc. | 7,086 | $234.3K | 0.15% | −146−2.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,043 | $232.9K | 0.06% | +647+10.1% | Added |
| Rehmann Capital Advisory Group | 7,006 | $231.6K | 0.02% | −337−4.6% | Reduced |
| Yacktman Asset Management LP | 7,000 | $231.4K | 0.00% | −2,118−23.2% | Reduced |
| Ronald Blue Trust, Inc. | 6,999 | $231.0K | 0.00% | +1,265+22.1% | Added |
| BNC Wealth Management, LLC | 6,986 | $231.0K | 0.12% | −168−2.3% | Reduced |
| Peak Asset Management, LLC | 6,959 | $230.1K | 0.06% | 00.0% | Unchanged |
| Central Bank & Trust Co | 6,912 | $228.4K | 0.04% | +4,203+155.1% | Added |
| Hamilton Capital Partners Inc. | 6,900 | $228.1K | 0.08% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 6,795 | $228.0K | 0.08% | −5,044−42.6% | Reduced |
| Hoxton Planning & Management, LLC | 6,863 | $227.0K | 0.15% | +53+0.8% | Added |
| Hardy Reed LLC | 6,861 | $226.8K | 0.04% | −76−1.1% | Reduced |
| Northwest Investment Counselors, LLC | 6,810 | $225.1K | 0.06% | +10+0.1% | Added |
| Pittenger & Anderson Inc | 6,775 | $224.0K | 0.01% | −5,300−43.9% | Reduced |
| Patron Partners Advisors, LLC | 6,765 | $223.7K | 0.16% | −912−11.9% | Reduced |
| WealthPlan Investment Management, LLC | 6,731 | $222.5K | 0.04% | +3,448+105.0% | Added |
| Headinvest, LLC | 6,909 | $222.1K | 0.05% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 6,619 | $222.0K | 0.03% | +6,619 | New |
| JNBA Financial Advisors | 6,712 | $221.9K | 0.03% | −1,471−18.0% | Reduced |
| Personal Cfo Solutions, LLC | 6,638 | $219.5K | 0.04% | +6,638 | New |
| Eaton Financial Holdings Company, LLC | 6,631 | $219.2K | 0.06% | +106+1.6% | Added |
| Investment House LLC | 6,625 | $219.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 6,625 | $219.0K | 0.17% | +1,661+33.5% | Added |
| NinePointTwo Capital | 6,647 | $219.0K | 0.09% | +6,647 | New |
| Charter Research & Investment Group, Inc. | 6,612 | $218.6K | 0.20% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 6,608 | $218.5K | 0.11% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 6,593 | $218.0K | 0.02% | −2,611−28.4% | Reduced |
| Private Ocean, LLC | 6,574 | $217.3K | 0.03% | 00.0% | Unchanged |
| Capital Square, LLC | 6,500 | $216.9K | 0.29% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 6,529 | $215.8K | 0.12% | −40−0.6% | Reduced |
| Guardian Wealth Advisors, LLC | 6,424 | $215.5K | 0.04% | −203−3.1% | Reduced |