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 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 5,037 | $218.0K | 0.02% | +5,037 | New |
| Caldwell Trust Co | 5,041 | $218.2K | 0.03% | −379−7.0% | Reduced |
| TrueWealth Advisors, LLC | 5,056 | $218.8K | 0.08% | +5,056 | New |
| West Family Investments, Inc. | 5,078 | $219.8K | 0.07% | +5,078 | New |
| OneAscent Financial Services LLC | 5,090 | $220.0K | 0.03% | −1,303−20.4% | Reduced |
| Spinnaker Trust | 5,086 | $220.1K | 0.01% | +5,086 | New |
| FinTrust Capital Advisors, LLC | 5,088 | $220.2K | 0.04% | +212+4.3% | Added |
| Allstate Corp | 5,090 | $220.3K | 0.02% | +5,090 | New |
| Bogart Wealth, LLC | 5,113 | $221.3K | 0.01% | −533−9.4% | Reduced |
| Private Ocean, LLC | 5,121 | $221.6K | 0.02% | −1,453−22.1% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 5,137 | $222.3K | 0.09% | +5,137 | New |
| Obermeyer Wood Investment Counsel, LLLP | 5,151 | $222.9K | 0.02% | −2,038−28.3% | Reduced |
| MKT Advisors LLC | 5,093 | $223.1K | 0.15% | +5,093 | New |
| Quest Investment Management LLC | 5,157 | $223.2K | 0.03% | +5,157 | New |
| Veracity Capital LLC | 5,163 | $223.4K | 0.09% | +5,163 | New |
| Fulton Breakefield Broenniman LLC | 5,184 | $224.4K | 0.02% | +5,184 | New |
| Geller Advisors LLC | 5,131 | $224.6K | 0.02% | −4,905−48.9% | Reduced |
| KC Investment Advisors, LLC | 5,197 | $224.9K | 0.14% | +5,197 | New |
| St Germain D J Co Inc | 5,201 | $225.1K | 0.01% | −530−9.2% | Reduced |
| Kure Advisory, LLC | 5,208 | $225.4K | 0.12% | +5,208 | New |
| US Asset Management LLC | 5,222 | $226.0K | 0.22% | +5,222 | New |
| Catalytic Wealth RIA, LLC | 5,249 | $227.2K | 0.10% | +5,249 | New |
| Advisory Alpha, LLC | 5,258 | $227.6K | 0.01% | +5,258 | New |
| Vertex Planning Partners, LLC | 5,261 | $227.7K | 0.07% | +5,261 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,266 | $227.9K | 0.11% | +5,266 | New |
| Harvest Fund Management Co., Ltd | 5,261 | $228.0K | 0.04% | −451−7.9% | Reduced |
| Guardian Wealth Advisors, LLC | 5,281 | $228.6K | 0.03% | −1,143−17.8% | Reduced |
| Baron Wealth Management LLC | 5,290 | $229.0K | 0.13% | +5,290 | New |
| Hikari Power Ltd | 5,300 | $229.0K | 0.02% | −296,630−98.2% | Reduced |
| Horan Securities, Inc. | 5,311 | $229.9K | 0.12% | +5,311 | New |
| Octavia Wealth Advisors, LLC | 5,256 | $230.1K | 0.04% | −2,649−33.5% | Reduced |
| Nicolet Bankshares Inc | 5,331 | $230.7K | 0.06% | +5,331 | New |
| Convergence Investment Partners, LLC | 5,340 | $231.0K | 0.12% | −39,187−88.0% | Reduced |
| Joel Isaacson & Co., LLC | 5,351 | $231.6K | 0.01% | +5,351 | New |
| Buttonwood Financial Advisors Inc. | 5,399 | $233.7K | 0.13% | +5,399 | New |
| German American Bancorp, Inc. | 5,400 | $233.7K | 0.03% | +5,400 | New |
| Patron Partners Advisors, LLC | 5,410 | $234.1K | 0.16% | −1,355−20.0% | Reduced |
| FSA Wealth Management LLC | 5,451 | $236.0K | 0.11% | +5,451 | New |
| Richardson Financial Services Inc. | 5,465 | $236.5K | 0.21% | +5,465 | New |
| Horst & Graben Wealth Management LLC | 5,468 | $236.7K | 0.05% | +5,468 | New |
| Farther Finance Advisors, LLC | 5,480 | $237.2K | 0.02% | +2,169+65.5% | Added |
| Chicago Capital, LLC | 5,484 | $237.3K | 0.01% | +5,484 | New |
| Fruth Investment Management | 5,500 | $238.0K | 0.07% | +5,500 | New |
| Financial Partners Group, LLC | 5,542 | $239.9K | 0.11% | −3,073−35.7% | Reduced |
| JT Stratford LLC | 5,543 | $239.9K | 0.05% | −560−9.2% | Reduced |
| Marietta Investment Partners LLC | 5,555 | $240.4K | 0.06% | −622−10.1% | Reduced |
| Baker Boyer National Bank | 5,565 | $240.8K | 0.09% | −6,828−55.1% | Reduced |
| BNC Wealth Management, LLC | 5,586 | $241.8K | 0.11% | −1,400−20.0% | Reduced |
| Mayflower Financial Advisors, LLC | 5,623 | $243.4K | 0.03% | +5,623 | New |
| Wendell David Associates Inc | 5,646 | $244.0K | 0.03% | +5,646 | New |
| Capital Investment Advisory Services, LLC | 5,685 | $246.0K | 0.02% | −2,109−27.1% | Reduced |
| Aberdeen Wealth Management LLC | 5,746 | $248.7K | 0.18% | +5,746 | New |
| Arden Trust Co | 5,775 | $249.9K | 0.04% | −1,771−23.5% | Reduced |
| Meridian Financial, LLC | 5,777 | $250.0K | 0.20% | +5,777 | New |
| McRae Capital Management Inc | 5,781 | $250.2K | 0.06% | +5,781 | New |
| Philip James Wealth Mangement, LLC | 5,787 | $250.5K | 0.19% | +5,787 | New |
| Wade G W & Inc | 5,790 | $251.0K | 0.01% | −335−5.5% | Reduced |
| Advisor Resource Council | 5,806 | $251.3K | 0.03% | +5,806 | New |
| Emerald Advisors, LLC | 5,849 | $253.1K | 0.05% | +5,849 | New |
| Eaton Financial Holdings Company, LLC | 5,875 | $254.3K | 0.06% | −756−11.4% | Reduced |
| Walker Asset Management, LLC | 5,897 | $255.2K | 0.18% | +5,897 | New |
| Warren Averett Asset Management, LLC | 5,911 | $255.8K | 0.01% | −320−5.1% | Reduced |
| Hoxton Planning & Management, LLC | 5,922 | $256.0K | 0.14% | −941−13.7% | Reduced |
| Alpha Family Trust | 5,925 | $256.4K | 0.17% | +5,925 | New |
| NTV Asset Management LLC | 5,957 | $257.8K | 0.04% | +5,957 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,984 | $259.0K | 0.05% | −1,059−15.0% | Reduced |
| Stonehearth Capital Management, LLC | 6,013 | $260.2K | 0.13% | +6,013 | New |
| Keb Asset Management, LLC | 6,018 | $260.5K | 0.10% | +6,018 | New |
| LexAurum Advisors, LLC | 6,025 | $260.8K | 0.07% | +6,025 | New |
| Marble Harbor Investment Counsel, LLC | 6,044 | $261.6K | 0.03% | +6,044 | New |
| Mission Wealth Management, LP | 6,076 | $262.9K | 0.01% | +6,076 | New |
| Arrien Investments, Inc. | 6,087 | $263.4K | 0.23% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 6,122 | $265.0K | 0.03% | −4,663−43.2% | Reduced |
| Sunpointe, LLC | 6,081 | $266.2K | 0.34% | +6,081 | New |
| Gallagher Fiduciary Advisors, LLC | 6,175 | $267.3K | 0.01% | −76−1.2% | Reduced |
| MPS Loria Financial Planners, LLC | 6,212 | $268.9K | 0.09% | −7−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,215 | $269.0K | 0.07% | −3,018−32.7% | Reduced |
| Cambridge Advisors Inc. | 6,216 | $269.0K | 0.07% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 6,224 | $269.4K | 0.02% | +6,224 | New |
| Strategic Financial Concepts, LLC | 6,232 | $269.7K | 0.16% | +6,232 | New |
| Hunter Associates Investment Management LLC | 6,221 | $270.0K | 0.05% | −71−1.1% | Reduced |
| Ballast, Inc. | 6,282 | $271.9K | 0.09% | +6,282 | New |
| Northern Financial Advisors Inc | 6,292 | $272.3K | 0.23% | +6,292 | New |
| Bond & Devick Financial Network, Inc. | 6,302 | $272.8K | 0.16% | −784−11.1% | Reduced |
| Ronald Blue Trust, Inc. | 8,279 | $273.0K | 0.00% | +1,280+18.3% | Added |
| Riverview Trust Co | 6,308 | $273.0K | 0.28% | +183+3.0% | Added |
| Epiq Partners, LLC | 6,313 | $273.2K | 0.20% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 6,321 | $273.6K | 0.04% | −1,009−13.8% | Reduced |
| Investment House LLC | 6,325 | $273.7K | 0.02% | −300−4.5% | Reduced |
| Catalyst Financial Partners LLC | 6,332 | $274.0K | 0.08% | −1,142−15.3% | Reduced |
| Keel Point, LLC | 6,376 | $276.0K | 0.03% | +6,376 | New |
| Cary Street Partners Asset Management LLC | 6,385 | $276.3K | 0.05% | −25−0.4% | Reduced |
| Mechanics Financial Corp | 6,386 | $276.4K | 0.16% | +300+4.9% | Added |
| Gateway Investment Advisers LLC | 6,413 | $277.6K | 0.00% | +11+0.2% | Added |
| Capital Performance Advisors LLP | 6,428 | $278.2K | 0.12% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 6,452 | $279.2K | 0.15% | −77−1.2% | Reduced |
| Stewart & Patten Co LLC | 6,465 | $279.8K | 0.04% | 00.0% | Unchanged |
| Intech Investment Management LLC | 6,484 | $280.6K | 0.00% | −14,443−69.0% | Reduced |
| Clarius Group, LLC | 6,486 | $280.7K | 0.02% | +6,486 | New |
| Jeppson Wealth Management, LLC | 6,493 | $281.0K | 0.12% | +6,493 | New |