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, Q4 2023
Institutional positions in US Bancorp DE as of Dec 31, 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
- 1,712
- +161 vs. Q3 2023
- Shares held
- 1.22B
- −151.9K (0.0%) vs. Q3 2023
- Total value
- $52.7B
- +$12.4B (+30.8%) vs. Q3 2023
- New holders
- 248
- 511 more added
- Sold out
- 87
- 759 more reduced
24 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding US Bancorp DE; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 35,295 | $1.53M | 0.06% | +7,123+25.3% | Added |
| NewEdge Wealth, LLC | 35,449 | $1.53M | 0.04% | −2,633−6.9% | Reduced |
| Aspiriant, LLC | 35,464 | $1.53M | 0.07% | +224+0.6% | Added |
| Coppell Advisory Solutions LLC | 35,708 | $1.55M | 0.31% | +11,602+48.1% | Added |
| South State Corp. | 35,715 | $1.55M | 0.13% | −527−1.5% | Reduced |
| Syverson Strege & Co | 35,723 | $1.55M | 0.60% | −56−0.2% | Reduced |
| Investment Management Corp of Ontario | 35,751 | $1.55M | 0.04% | +35,751 | New |
| Jump Financial, LLC | 35,909 | $1.55M | 0.05% | −42,079−54.0% | Reduced |
| Wealth Forward, LLC | 36,013 | $1.56M | 1.32% | +36,013 | New |
| Principal Securities, Inc. | 36,092 | $1.56M | 0.06% | +36,092 | New |
| Tokio Marine Asset Management Co Ltd | 36,157 | $1.56M | 0.09% | +1,813+5.3% | Added |
| Cornerstone Wealth Management, LLC | 36,437 | $1.58M | 0.14% | +4,109+12.7% | Added |
| Brady Family Wealth, LLC | 36,600 | $1.58M | 0.54% | −5,150−12.3% | Reduced |
| Argus Investors' Counsel, Inc. | 36,908 | $1.60M | 1.03% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 36,933 | $1.60M | 0.03% | −19,015−34.0% | Reduced |
| Cardinal Capital Management, Inc. | 36,941 | $1.60M | 0.08% | −8,180−18.1% | Reduced |
| Stieven Capital Advisors, L.P. | 37,000 | $1.60M | 0.34% | +37,000 | New |
| Csenge Advisory Group | 37,030 | $1.60M | 0.10% | −283−0.8% | Reduced |
| Cullinan Associates Inc | 37,118 | $1.61M | 0.09% | −67,692−64.6% | Reduced |
| Cohen Klingenstein LLC | 37,300 | $1.61M | 0.07% | 00.0% | Unchanged |
| MAI Capital Management | 37,454 | $1.62M | 0.02% | +1,955+5.5% | Added |
| Journey Advisory Group, LLC | 37,455 | $1.62M | 0.22% | −350−0.9% | Reduced |
| CCLA Investment Management Ltd | 37,555 | $1.63M | 0.03% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 37,615 | $1.63M | 0.12% | −3,470−8.4% | Reduced |
| Weaver Capital Management LLC | 37,646 | $1.63M | 0.66% | +37,646 | New |
| Enterprise Financial Services Corp | 37,659 | $1.63M | 0.99% | −1,971−5.0% | Reduced |
| Welch & Forbes LLC | 37,767 | $1.63M | 0.02% | −94,633−71.5% | Reduced |
| Motley Fool Wealth Management, LLC | 38,111 | $1.65M | 0.09% | −1,855−4.6% | Reduced |
| Great Valley Advisor Group, Inc. | 38,110 | $1.65M | 0.06% | +19,499+104.8% | Added |
| Simmons Bank | 38,423 | $1.66M | 0.14% | −914−2.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 38,439 | $1.66M | 0.00% | −13,522−26.0% | Reduced |
| Shell Asset Management Co | 38,452 | $1.66M | 0.08% | −9,766−20.3% | Reduced |
| Gs Investments, Inc. | 38,577 | $1.67M | 0.87% | +143+0.4% | Added |
| Aviso Wealth Management | 38,682 | $1.67M | 1.21% | +38,682 | New |
| Arbor Capital Management Inc | 39,448 | $1.69M | 1.27% | −80.0% | Reduced |
| Searle & Co. | 39,203 | $1.70M | 0.46% | +39,203 | New |
| Carret Asset Management, LLC | 39,244 | $1.70M | 0.22% | −540−1.4% | Reduced |
| Bleakley Financial Group, LLC | 39,561 | $1.71M | 0.05% | +3,015+8.2% | Added |
| Verdence Capital Advisors LLC | 39,702 | $1.72M | 0.17% | −1,140−2.8% | Reduced |
| SYSTM Wealth Solutions LLC | 39,649 | $1.72M | 0.24% | −6,438−14.0% | Reduced |
| First Horizon Advisors, Inc. | 40,096 | $1.74M | 0.06% | −10,578−20.9% | Reduced |
| Redmond Asset Management, LLC | 40,108 | $1.74M | 0.56% | +4,734+13.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 40,158 | $1.74M | 0.99% | −1,139−2.8% | Reduced |
| Gradient Investments LLC | 40,326 | $1.75M | 0.04% | +600+1.5% | Added |
| United Community Bank | 40,371 | $1.75M | 0.74% | +289+0.7% | Added |
| FJ Investments, LLC | 40,384 | $1.75M | 0.08% | +40,384 | New |
| Principle Wealth Partners LLC | 40,504 | $1.75M | 0.15% | −5,236−11.4% | Reduced |
| Assenagon Asset Management S.A. | 40,604 | $1.76M | 0.01% | −515−1.3% | Reduced |
| Bristlecone Advisors, LLC | 40,626 | $1.76M | 0.18% | +1,501+3.8% | Added |
| Schnieders Capital Management LLC | 40,673 | $1.76M | 0.39% | +1,880+4.8% | Added |
| Wintrust Investments LLC | 40,704 | $1.76M | 0.17% | +2,503+6.6% | Added |
| Northwest & Ethical Investments L.P. | 40,729 | $1.76M | 0.05% | −4,285−9.5% | Reduced |
| Gotham Asset Management, LLC | 40,788 | $1.77M | 0.03% | +30+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 41,180 | $1.78M | 0.02% | −404−1.0% | Reduced |
| 1832 Asset Management L.P. | 41,198 | $1.78M | 0.00% | +9,384+29.5% | Added |
| Kerrisdale Advisers, LLC | 41,471 | $1.79M | 0.53% | 00.0% | Unchanged |
| Dearborn Partners LLC | 41,688 | $1.80M | 0.07% | +1,230+3.0% | Added |
| Portland Global Advisors LLC | 41,739 | $1.81M | 0.27% | −3,625−8.0% | Reduced |
| Stiles Financial Services Inc | 41,930 | $1.81M | 0.82% | −2,977−6.6% | Reduced |
| GeoWealth Management, LLC | 42,004 | $1.82M | 0.15% | +21,694+106.8% | Added |
| Pitcairn Co | 42,252 | $1.83M | 0.14% | −791−1.8% | Reduced |
| Sowell Financial Services LLC | 41,861 | $1.83M | 0.10% | +2,928+7.5% | Added |
| Rockline Wealth Management, LLC | 42,360 | $1.83M | 0.76% | +42,360 | New |
| StoneX Group Inc. | 42,026 | $1.84M | 0.18% | −10,052−19.3% | Reduced |
| Koss-Olinger Consulting, LLC | 42,593 | $1.84M | 0.18% | +29,206+218.2% | Added |
| Great Lakes Advisors, LLC | 42,688 | $1.85M | 0.02% | −27,236−39.0% | Reduced |
| Studio Investment Management LLC | 43,026 | $1.86M | 0.48% | −8,594−16.6% | Reduced |
| Bill Few Associates, Inc. | 43,057 | $1.86M | 0.85% | −1,719−3.8% | Reduced |
| NorthRock Partners, LLC | 42,644 | $1.87M | 0.08% | +21,334+100.1% | Added |
| Independent Advisor Alliance | 43,121 | $1.87M | 0.07% | −6,839−13.7% | Reduced |
| CSM Advisors, LLC | 43,270 | $1.87M | 0.13% | −42−0.1% | Reduced |
| Curbstone Financial Management Corp | 43,320 | $1.87M | 0.43% | −3,000−6.5% | Reduced |
| Wellington Management Group LLP | 43,327 | $1.88M | 0.00% | −2,503−5.5% | Reduced |
| Parsons Capital Management Inc | 43,377 | $1.88M | 0.13% | +3,196+8.0% | Added |
| Cannell Peter B & Co Inc | 43,789 | $1.90M | 0.06% | −1,475−3.3% | Reduced |
| Woodmont Investment Counsel LLC | 43,904 | $1.90M | 0.18% | +11,076+33.7% | Added |
| Paradigm Asset Management Co LLC | 44,000 | $1.90M | 0.50% | −1,400−3.1% | Reduced |
| Intrua Financial, LLC | 44,053 | $1.91M | 0.30% | −469−1.1% | Reduced |
| Litman Gregory Asset Management LLC | 44,175 | $1.91M | 0.18% | −24,468−35.6% | Reduced |
| Moloney Securities Asset Management, LLC | 44,296 | $1.92M | 0.31% | −404−0.9% | Reduced |
| Sawtooth Solutions, LLC | 44,360 | $1.92M | 0.05% | +7,814+21.4% | Added |
| Commerzbank Aktiengesellschaft | 44,656 | $1.93M | 0.08% | −5,695−11.3% | Reduced |
| Viawealth, LLC | 44,735 | $1.94M | 1.33% | −5,641−11.2% | Reduced |
| Lantz Financial LLC | 44,812 | $1.94M | 0.70% | +4,753+11.9% | Added |
| Greenleaf Trust | 45,029 | $1.95M | 0.02% | −11,542−20.4% | Reduced |
| Cornercap Investment Counsel Inc | 45,042 | $1.95M | 0.32% | +1,199+2.7% | Added |
| Everence Capital Management Inc | 45,077 | $1.95M | 0.14% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 45,121 | $1.95M | 0.14% | +838+1.9% | Added |
| Allworth Financial LP | 45,301 | $1.96M | 0.01% | +3,510+8.4% | Added |
| Platte River Wealth Advisors, LLC | 45,646 | $1.98M | 0.65% | +74+0.2% | Added |
| Tredje AP-fonden | 45,871 | $1.99M | 0.02% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 45,950 | $1.99M | 0.02% | +16,350+55.2% | Added |
| Altrafin AG | 46,000 | $1.99M | 0.77% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 46,077 | $1.99M | 0.39% | −4,923−9.7% | Reduced |
| Plancorp, LLC | 46,189 | $2.00M | 0.10% | +300+0.7% | Added |
| KPP Advisory Services LLC | 46,275 | $2.00M | 1.76% | +69+0.1% | Added |
| Engineers Gate Manager LP | 46,291 | $2.00M | 0.06% | −186,316−80.1% | Reduced |
| TCTC Holdings, LLC | 46,460 | $2.01M | 0.07% | +1,403+3.1% | Added |
| Lawson Kroeker Investment Management Inc | 46,687 | $2.02M | 0.41% | +143+0.3% | Added |
| Ashton Thomas Private Wealth, LLC | 46,769 | $2.02M | 0.13% | −2,608−5.3% | Reduced |