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 |
|---|---|---|---|---|---|
| Legacy Private Trust Co. | 46,793 | $2.03M | 0.16% | −5,065−9.8% | Reduced |
| Stratos Wealth Advisors, LLC | 46,934 | $2.03M | 0.12% | −46,283−49.7% | Reduced |
| Claris Advisors, LLC | 46,949 | $2.03M | 1.12% | +34+0.1% | Added |
| Concurrent Investment Advisors, LLC | 47,348 | $2.05M | 0.10% | +47,348 | New |
| InterOcean Capital Group, LLC | 47,483 | $2.06M | 0.06% | +1,590+3.5% | Added |
| DCM Advisors, LLC | 47,521 | $2.06M | 0.74% | −329−0.7% | Reduced |
| SageView Advisory Group, LLC | 47,478 | $2.06M | 0.09% | +10,938+29.9% | Added |
| Arete Wealth Advisors, LLC | 47,605 | $2.06M | 0.16% | −477−1.0% | Reduced |
| Strategic Planning Group, LLC | 47,728 | $2.07M | 0.69% | +47,728 | New |
| Cubic Asset Management, LLC | 47,961 | $2.08M | 0.53% | −5,995−11.1% | Reduced |
| National Asset Management, Inc. | 47,844 | $2.09M | 0.06% | −8,176−14.6% | Reduced |
| Deane Retirement Strategies, Inc. | 48,412 | $2.10M | 1.14% | +48,412 | New |
| Pflug Koory, LLC | 48,424 | $2.10M | 1.11% | +8,232+20.5% | Added |
| Empirical Finance, LLC | 48,777 | $2.11M | 0.15% | +834+1.7% | Added |
| Fulton Bank, N.A. | 48,779 | $2.11M | 0.10% | −520−1.1% | Reduced |
| SlateStone Wealth, LLC | 48,901 | $2.12M | 0.27% | +829+1.7% | Added |
| Quantinno Capital Management LP | 49,084 | $2.12M | 0.07% | +418+0.9% | Added |
| Sky Investment Group LLC | 49,146 | $2.13M | 0.45% | −4,395−8.2% | Reduced |
| Wealth Alliance | 49,229 | $2.13M | 0.30% | +266+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 49,282 | $2.13M | 0.06% | +139+0.3% | Added |
| Ieq Capital, LLC | 49,295 | $2.13M | 0.04% | +9,433+23.7% | Added |
| Two Sigma Investments, LP | 49,600 | $2.15M | 0.01% | −533,472−91.5% | Reduced |
| Tarbox Family Office, Inc. | 49,625 | $2.15M | 0.42% | −109−0.2% | Reduced |
| Advisory Services Network, LLC | 49,743 | $2.15M | 0.05% | −4,392−8.1% | Reduced |
| GTS Securities LLC | 50,148 | $2.17M | 0.05% | −3,750−7.0% | Reduced |
| Kowal Investment Group, LLC | 50,163 | $2.17M | 0.51% | −6,411−11.3% | Reduced |
| Truepoint, Inc. | 50,599 | $2.19M | 0.06% | +4,582+10.0% | Added |
| Lee Danner & Bass Inc | 50,600 | $2.19M | 0.19% | −2,423−4.6% | Reduced |
| Dakota Wealth Management | 50,532 | $2.19M | 0.09% | −471−0.9% | Reduced |
| LifeSteps Financial, Inc. | 50,817 | $2.20M | 1.95% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 50,767 | $2.22M | 0.29% | −24,158−32.2% | Reduced |
| Argent Trust Co | 51,382 | $2.22M | 0.11% | −175−0.3% | Reduced |
| Independence Bank of Kentucky | 51,581 | $2.23M | 0.78% | −611−1.2% | Reduced |
| Portside Wealth Group, LLC | 51,693 | $2.24M | 0.42% | +1,242+2.5% | Added |
| Marks Group Wealth Management, Inc | 52,324 | $2.26M | 0.26% | −5,803−10.0% | Reduced |
| Savant Capital, LLC | 52,408 | $2.27M | 0.03% | +3,651+7.5% | Added |
| Nomura Holdings Inc | 52,468 | $2.27M | 0.02% | +52,468 | New |
| Norinchukin Bank, The | 52,734 | $2.28M | 0.05% | −2,171−4.0% | Reduced |
| Laird Norton Trust Company, LLC | 52,300 | $2.29M | 0.27% | +45,681+690.1% | Added |
| Parcion Private Wealth LLC | 52,964 | $2.29M | 0.21% | 00.0% | Unchanged |
| Community Bank, N.A. | 53,441 | $2.31M | 0.30% | −2,668−4.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 53,500 | $2.32M | 0.32% | 00.0% | Unchanged |
| Horizon Investments, LLC | 53,875 | $2.33M | 0.06% | +7,021+15.0% | Added |
| AXA S.A. | 53,982 | $2.34M | 0.01% | −22,488−29.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 53,994 | $2.34M | 0.03% | −29,420−35.3% | Reduced |
| Ally Financial Inc. | 54,000 | $2.34M | 0.31% | −70,000−56.5% | Reduced |
| KMG Fiduciary Partners, LLC | 54,050 | $2.34M | 0.27% | +5,659+11.7% | Added |
| Sompo Asset Management Co., Ltd. | 54,080 | $2.34M | 0.42% | +1,980+3.8% | Added |
| Synovus Financial Corp | 54,312 | $2.35M | 0.03% | +1,835+3.5% | Added |
| Beacon Pointe Advisors, LLC | 54,383 | $2.35M | 0.03% | −55,924−50.7% | Reduced |
| APG Asset Management N.V. | 60,196 | $2.36M | 0.00% | +5,543+10.1% | Added |
| IMS Capital Management | 54,536 | $2.36M | 1.16% | +2,913+5.6% | Added |
| apricus wealth, LLC | 54,647 | $2.37M | 1.80% | +4,405+8.8% | Added |
| Smith, Salley & Associates | 54,723 | $2.37M | 0.15% | +54,723 | New |
| Granite Group Advisors, LLC | 54,538 | $2.37M | 1.68% | +54,538 | New |
| First National Advisers, LLC | 55,023 | $2.38M | 0.69% | +28,149+104.7% | Added |
| LS Investment Advisors, LLC | 55,053 | $2.38M | 0.41% | −11,493−17.3% | Reduced |
| Shelton Capital Management | 55,102 | $2.38M | 0.08% | +45,600+479.9% | Added |
| Pinnacle Associates Ltd | 55,179 | $2.39M | 0.04% | −1,853−3.2% | Reduced |
| Raleigh Capital Management Inc. | 55,375 | $2.40M | 1.11% | −2,591−4.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 55,469 | $2.40M | 0.17% | −1,370−2.4% | Reduced |
| Weitzel Financial Services, Inc. | 55,016 | $2.42M | 1.30% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 55,901 | $2.42M | 0.80% | −483−0.9% | Reduced |
| Accredited Investors Inc. | 56,492 | $2.44M | 0.17% | −136−0.2% | Reduced |
| America First Investment Advisors, LLC | 56,922 | $2.46M | 0.64% | 00.0% | Unchanged |
| Bessemer Group Inc | 56,926 | $2.46M | 0.00% | −9,517−14.3% | Reduced |
| Tradition Wealth Management, LLC | 57,230 | $2.48M | 0.26% | +12,862+29.0% | Added |
| Kornitzer Capital Management Inc | 57,343 | $2.48M | 0.05% | −3,755−6.1% | Reduced |
| Columbia Asset Management | 57,667 | $2.50M | 0.51% | −6,849−10.6% | Reduced |
| Coldstream Capital Management Inc | 57,715 | $2.50M | 0.07% | +4,649+8.8% | Added |
| Credit Agricole S A | 58,191 | $2.52M | 0.05% | +30,818+112.6% | Added |
| Nicholas Company, Inc. | 58,305 | $2.52M | 0.04% | 00.0% | Unchanged |
| Ascent Group, LLC | 61,463 | $2.52M | 0.24% | +4,107+7.2% | Added |
| NBT Bank N A | 58,368 | $2.53M | 0.20% | +8,533+17.1% | Added |
| Siemens Fonds Invest GmbH | 58,428 | $2.53M | 0.21% | +24,706+73.3% | Added |
| Tiaa Trust, National Association | 58,533 | $2.53M | 0.01% | +347+0.6% | Added |
| Camden National Bank | 58,908 | $2.55M | 0.47% | −3,656−5.8% | Reduced |
| E. Ohman J:or Asset Management AB | 59,200 | $2.56M | 0.09% | −9,500−13.8% | Reduced |
| Radnor Capital Management, LLC | 59,234 | $2.56M | 0.48% | +98+0.2% | Added |
| Mutual Advisors, LLC | 59,377 | $2.57M | 0.09% | −649−1.1% | Reduced |
| 9258 Wealth Management, LLC | 59,495 | $2.57M | 0.45% | −280−0.5% | Reduced |
| EP Wealth Advisors, LLC | 59,515 | $2.58M | 0.03% | −10,209−14.6% | Reduced |
| Freestone Capital Holdings, LLC | 59,686 | $2.58M | 0.12% | +51,991+675.6% | Added |
| Lynch & Associates | 59,705 | $2.58M | 0.63% | +2,272+4.0% | Added |
| Pegasus Partners Ltd. | 59,799 | $2.59M | 0.30% | −426−0.7% | Reduced |
| Compagnie Lombard Odier SCmA | 60,000 | $2.60M | 0.05% | +60,000 | New |
| Keystone Financial Planning, Inc. | 60,176 | $2.60M | 0.86% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 60,237 | $2.61M | 0.13% | −15,255−20.2% | Reduced |
| OneAscent Wealth Management LLC | 60,261 | $2.61M | 1.04% | +2,415+4.2% | Added |
| FineMark National Bank & Trust | 60,316 | $2.61M | 0.11% | −1,743−2.8% | Reduced |
| Toroso Investments, LLC | 61,110 | $2.64M | 0.06% | +18,821+44.5% | Added |
| Citizens Business Bank | 61,416 | $2.66M | 0.59% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 61,244 | $2.66M | 0.03% | +8,750+16.7% | Added |
| LCNB Corp | 62,113 | $2.69M | 1.06% | +1,680+2.8% | Added |
| Fenimore Asset Management Inc | 62,369 | $2.70M | 0.06% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 62,539 | $2.71M | 1.29% | +15,665+33.4% | Added |
| Icon Wealth Advisors, LLC | 62,551 | $2.71M | 0.28% | +62,551 | New |
| Lighthouse Investment Partners, LLC | 62,588 | $2.71M | 0.20% | +62,588 | New |
| HBK Sorce Advisory LLC | 62,997 | $2.73M | 0.11% | −2,891−4.4% | Reduced |
| Morton Community Bank | 63,129 | $2.73M | 0.89% | +63,129 | New |