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 |
|---|---|---|---|---|---|
| Key Financial Inc | 1,828 | $79.1K | 0.02% | −81−4.2% | Reduced |
| JJJ Advisors Inc. | 1,845 | $80.3K | 0.02% | −6,282−77.3% | Reduced |
| Security National Bank | 1,920 | $83.1K | 0.02% | +1,920 | New |
| Marquette Asset Management, LLC | 1,982 | $85.8K | 0.02% | −248−11.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,986 | $86.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,136 | $92.0K | 0.00% | −95−4.3% | Reduced |
| Adirondack Trust Co | 2,204 | $92.5K | 0.04% | −14−0.6% | Reduced |
| Oakworth Capital, Inc. | 2,147 | $92.9K | 0.01% | −3−0.1% | Reduced |
| Hoese & Co LLP | 2,470 | $94.1K | 0.09% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 2,188 | $94.7K | 0.03% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 2,232 | $96.6K | 0.10% | +2,227+44,540.0% | Added |
| Larson Financial Group LLC | 2,252 | $97.5K | 0.01% | +18+0.8% | Added |
| Abich Financial Wealth Management LLC | 2,265 | $98.0K | 0.09% | +2,265 | New |
| Covestor Ltd | 2,360 | $102.0K | 0.07% | −167−6.6% | Reduced |
| Capital Analysts, LLC | 2,380 | $103.0K | 0.01% | +1,032+76.6% | Added |
| Resurgent Financial Advisors LLC | 2,417 | $104.6K | 0.06% | −1,057−30.4% | Reduced |
| REAP Financial Group, LLC | 2,477 | $107.2K | 0.03% | +2,477 | New |
| Atlas Capital Advisors LLC | 2,478 | $107.3K | 0.02% | −500−16.8% | Reduced |
| Maj Invest Holding A/S | 2,500 | $108.0K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 2,500 | $108.2K | 0.06% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 2,500 | $108.2K | 0.10% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,500 | $108.2K | 0.61% | 00.0% | Unchanged |
| Garde Capital, Inc. | 2,537 | $110.0K | 0.01% | +2,537 | New |
| RFP Financial Group LLC | 2,572 | $111.3K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,614 | $113.2K | 0.02% | +710+37.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,608 | $114.0K | 0.01% | +1,500+135.4% | Added |
| McCarthy Grittinger Financial Group, LLC | 2,674 | $115.7K | 0.04% | −378−12.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,683 | $116.1K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,700 | $116.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 2,731 | $118.2K | 0.00% | +369+15.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,867 | $119.1K | 0.00% | −4,609−61.7% | Reduced |
| Game Plan Financial Advisors, LLC | 2,773 | $120.0K | 0.07% | +2,773 | New |
| HM Payson & Co | 2,834 | $122.7K | 0.00% | −600−17.5% | Reduced |
| Sachetta, LLC | 2,856 | $123.7K | 0.06% | +2,856 | New |
| Mendota Financial Group, LLC | 2,883 | $124.8K | 0.10% | +1,878+186.9% | Added |
| Sentry Investment Management LLC | 2,967 | $128.0K | 0.05% | −6,076−67.2% | Reduced |
| CoreFirst Bank & Trust | 2,975 | $128.8K | 0.09% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,075 | $133.1K | 0.07% | −1,439−31.9% | Reduced |
| Cypress Capital Management LLC (WY) | 3,102 | $135.8K | 0.15% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,166 | $137.0K | 0.01% | +557+21.3% | Added |
| Anchor Investment Management, LLC | 3,200 | $138.5K | 0.02% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 3,291 | $142.4K | 0.04% | +3,291 | New |
| Retirement Group, LLC | 3,302 | $142.9K | 0.06% | −5,953−64.3% | Reduced |
| Carolinas Wealth Consulting LLC | 3,349 | $146.6K | 0.03% | +413+14.1% | Added |
| Northwest Capital Management Inc | 3,426 | $148.3K | 0.05% | −3,091−47.4% | Reduced |
| Legacy Bridge, LLC | 3,435 | $148.7K | 0.10% | −750−17.9% | Reduced |
| Alta Advisers Ltd | 3,500 | $151.5K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,500 | $151.5K | 0.11% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,517 | $152.2K | 0.04% | −40−1.1% | Reduced |
| EverSource Wealth Advisors, LLC | 3,757 | $162.6K | 0.01% | +285+8.2% | Added |
| Criterion Capital Advisors, LLC | 3,764 | $162.9K | 0.12% | +3,764 | New |
| Front Street Capital Management, Inc. | 3,775 | $163.0K | 0.03% | +136+3.7% | Added |
| Rakuten Investment Management, Inc. | 3,834 | $167.3K | 0.00% | +3,834 | New |
| Deseret Mutual Benefit Administrators | 3,951 | $171.0K | 0.10% | −787−16.6% | Reduced |
| Richardson Capital Management LLC | 4,000 | $173.1K | 0.17% | +4,000 | New |
| Bruce G. Allen Investments, LLC | 4,027 | $174.3K | 0.16% | +4,027 | New |
| Banque Cantonale Vaudoise | 4,051 | $175.0K | 0.01% | −22,286−84.6% | Reduced |
| CVA Family Office, LLC | 4,044 | $175.0K | 0.03% | +4,044 | New |
| Founders Financial Alliance, LLC | 4,206 | $182.1K | 0.07% | +4,206 | New |
| Ci Investments Inc. | 4,234 | $183.0K | 0.00% | −40,747−90.6% | Reduced |
| AJOVista, LLC | 4,300 | $186.1K | 0.23% | +4,300 | New |
| Glassman Wealth Services | 4,310 | $186.5K | 0.03% | +153+3.7% | Added |
| Operose Advisors LLC | 4,320 | $187.0K | 0.07% | −201−4.4% | Reduced |
| Ameliora Wealth Management Ltd. | 4,400 | $190.4K | 0.09% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4,409 | $190.8K | 0.23% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 4,424 | $191.5K | 0.09% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 4,570 | $197.8K | 0.07% | −900−16.5% | Reduced |
| Silvia McColl Wealth Management, LLC | 4,627 | $200.3K | 0.18% | +4,627 | New |
| Basepoint Wealth LLC | 4,646 | $201.1K | 0.16% | +4,646 | New |
| Austin Private Wealth, LLC | 4,647 | $201.1K | 0.03% | +4,647 | New |
| Empower Advisory Group, LLC | 4,654 | $201.4K | 0.00% | +4,654 | New |
| Roman Butler Fullerton & Co | 4,725 | $201.5K | 0.08% | +4,725 | New |
| Farmers National Bank | 4,673 | $202.2K | 0.06% | +4,673 | New |
| Blue Barn Wealth, LLC | 4,683 | $202.7K | 0.12% | +4,683 | New |
| Welch Group, LLC | 4,683 | $202.7K | 0.01% | +4,683 | New |
| NFP Retirement, Inc. | 4,698 | $203.3K | 0.03% | +4,698 | New |
| Madison Wealth Partners, Inc | 4,702 | $203.5K | 0.08% | +4,702 | New |
| Laurion Capital Management LP | 4,721 | $204.3K | 0.01% | −136,729−96.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,729 | $204.7K | 0.02% | +4,729 | New |
| Tucker Asset Management LLC | 4,734 | $204.9K | 0.05% | +342+7.8% | Added |
| Alan B. Lancz & Associates, Inc. | 4,750 | $205.6K | 0.22% | +4,750 | New |
| American Capital Advisory, LLC | 4,811 | $208.2K | 0.15% | +4,811 | New |
| NorthCrest Asset Manangement, LLC | 4,812 | $208.3K | 0.01% | +4,812 | New |
| Armstrong, Fleming & Moore, Inc | 4,812 | $208.3K | 0.16% | +4,812 | New |
| Uncommon Cents Investing LLC | 4,817 | $208.5K | 0.07% | +4,817 | New |
| Priebe Wealth Holdings LLC | 4,824 | $208.8K | 0.17% | +4,824 | New |
| Cahaba Wealth Management, Inc. | 4,835 | $209.3K | 0.02% | −2,295−32.2% | Reduced |
| Martin Capital Partners, LLC | 4,847 | $210.0K | 0.09% | −144,038−96.7% | Reduced |
| BancorpSouth Bank | 4,888 | $211.6K | 0.02% | +4,888 | New |
| TCI Wealth Advisors, Inc. | 4,890 | $211.6K | 0.02% | +4,890 | New |
| Shulman DeMeo Asset Management LLC | 4,893 | $211.8K | 0.06% | +4,893 | New |
| Selway Asset Management | 4,896 | $211.9K | 0.09% | +4,896 | New |
| AlphaMark Advisors, LLC | 4,907 | $212.0K | 0.08% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 4,901 | $212.1K | 0.06% | +4,901 | New |
| L2 Asset Management, LLC | 4,918 | $212.9K | 0.09% | +4,918 | New |
| Focused Wealth Management, Inc | 4,943 | $213.9K | 0.04% | +12+0.2% | Added |
| Progressive Investment Management Corp | 4,949 | $214.2K | 0.06% | +4,949 | New |
| Purus Wealth Management, LLC | 4,978 | $215.5K | 0.12% | +4,978 | New |
| Hyperion Capital Advisors LP | 5,000 | $216.4K | 0.12% | +5,000 | New |
| International Private Wealth Advisors LLC | 5,035 | $217.9K | 0.22% | +5,035 | New |