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 |
|---|---|---|---|---|---|
| Leo Wealth, LLC | 6,503 | $281.5K | 0.03% | +6,503 | New |
| Tilt Investment Management Holdings, PBC | 6,437 | $281.7K | 0.30% | +6,437 | New |
| Acadian Asset Management LLC | 6,518 | $282.0K | 0.00% | +6,518 | New |
| Headinvest, LLC | 6,534 | $282.8K | 0.06% | −375−5.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 6,551 | $284.0K | 0.08% | +45+0.7% | Added |
| Lindbrook Capital, LLC | 6,582 | $284.9K | 0.03% | +3,052+86.5% | Added |
| Thrive Capital Management, LLC | 6,587 | $285.1K | 0.15% | −3,379−33.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 6,515 | $285.2K | 0.06% | +6,515 | New |
| Sculati Wealth Management, LLC | 6,608 | $286.0K | 0.13% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 6,612 | $286.2K | 0.24% | 00.0% | Unchanged |
| NinePointTwo Capital | 6,647 | $287.0K | 0.11% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 6,677 | $289.0K | 0.01% | −799−10.7% | Reduced |
| Cutler Group LP | 6,688 | $289.0K | 0.04% | −1,729−20.5% | Reduced |
| JNBA Financial Advisors | 6,683 | $289.3K | 0.03% | −29−0.4% | Reduced |
| Northwest Investment Counselors, LLC | 6,700 | $290.0K | 0.08% | −110−1.6% | Reduced |
| RK Capital Management, LLC | 6,700 | $290.0K | 0.14% | +6,700 | New |
| Stephenson National Bank & Trust | 6,704 | $290.1K | 0.14% | −5,573−45.4% | Reduced |
| Level Four Advisory Services, LLC | 6,721 | $290.9K | 0.02% | −1,192−15.1% | Reduced |
| Paragon Capital Management Ltd | 6,726 | $291.1K | 0.06% | −1,413−17.4% | Reduced |
| Hardy Reed LLC | 6,748 | $292.1K | 0.04% | −113−1.6% | Reduced |
| Intrinsic Value Partners, LLC | 6,749 | $292.1K | 0.34% | −1,940−22.3% | Reduced |
| Transcend Wealth Collective, LLC | 6,811 | $294.8K | 0.03% | +218+3.3% | Added |
| Boston Family Office LLC | 6,816 | $295.0K | 0.02% | +493+7.8% | Added |
| Coastal Investment Advisors, Inc. | 6,836 | $295.9K | 0.07% | −1,618−19.1% | Reduced |
| Central Bank & Trust Co | 6,851 | $296.4K | 0.05% | −61−0.9% | Reduced |
| Aigen Investment Management, LP | 6,857 | $296.8K | 0.05% | +6,857 | New |
| Terry L. Blaker | 6,873 | $297.4K | 0.02% | −11,746−63.1% | Reduced |
| Country Club Bank | 6,847 | $298.7K | 0.02% | −441−6.1% | Reduced |
| First Trust Investment Solutions L.P. | 6,912 | $299.2K | 0.06% | +6,912 | New |
| PDS Planning, Inc | 6,913 | $299.2K | 0.03% | −435−5.9% | Reduced |
| Peak Asset Management, LLC | 6,959 | $301.2K | 0.07% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 6,969 | $301.6K | 0.05% | −200−2.8% | Reduced |
| BSW Wealth Partners | 6,992 | $302.6K | 0.06% | −1,039−12.9% | Reduced |
| Yacktman Asset Management LP | 7,000 | $303.0K | 0.00% | 00.0% | Unchanged |
| First Interstate Bank | 7,046 | $305.0K | 0.02% | −520−6.9% | Reduced |
| Oarsman Capital, Inc. | 7,052 | $305.2K | 0.08% | +7,052 | New |
| MCF Advisors LLC | 7,009 | $305.8K | 0.02% | −1,186−14.5% | Reduced |
| Liberty Capital Management, Inc. | 7,090 | $306.9K | 0.08% | −250−3.4% | Reduced |
| Fusion Capital, LLC | 7,103 | $307.4K | 0.16% | +7,103 | New |
| TrinityPoint Wealth, LLC | 7,110 | $307.7K | 0.06% | +7,110 | New |
| Wedgewood Investors Inc | 7,114 | $307.9K | 0.38% | +7+0.1% | Added |
| Human Investing LLC | 7,136 | $308.8K | 0.07% | +10.0% | Added |
| AlphaStar Capital Management, LLC | 7,146 | $309.3K | 0.03% | +7,146 | New |
| Summit X, LLC | 7,152 | $309.5K | 0.09% | +7+0.1% | Added |
| Penserra Capital Management LLC | 7,205 | $311.0K | 0.01% | −1,512−17.3% | Reduced |
| Barlow Wealth Partners, Inc. | 7,188 | $311.1K | 0.04% | +7,188 | New |
| FSB Premier Wealth Management, Inc. | 7,202 | $311.7K | 0.16% | +7,202 | New |
| Rehmann Capital Advisory Group | 7,204 | $311.8K | 0.03% | +198+2.8% | Added |
| Moseley Investment Management Inc | 7,206 | $311.9K | 0.17% | −1,562−17.8% | Reduced |
| CWS Financial Advisors, LLC | 7,234 | $313.1K | 0.12% | −2,237−23.6% | Reduced |
| Laraway Financial Inc | 7,238 | $313.3K | 0.30% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,251 | $313.8K | 0.03% | −415−5.4% | Reduced |
| Osborne Partners Capital Management, LLC | 7,275 | $314.9K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7,235 | $315.5K | 0.08% | +7,235 | New |
| Capital Asset Advisory Services LLC | 7,294 | $315.7K | 0.02% | −1,007−12.1% | Reduced |
| Kathmere Capital Management, LLC | 7,298 | $315.9K | 0.04% | +39+0.5% | Added |
| Beacon Financial Group | 7,306 | $316.2K | 0.04% | −270−3.6% | Reduced |
| Trifecta Capital Advisors, LLC | 7,310 | $316.4K | 0.09% | −47,189−86.6% | Reduced |
| Tobam | 7,368 | $319.0K | 0.03% | −783−9.6% | Reduced |
| Pallas Capital Advisors LLC | 7,428 | $321.5K | 0.02% | −1,930−20.6% | Reduced |
| Renaissance Investment Group LLC | 7,430 | $321.6K | 0.08% | −15,258−67.3% | Reduced |
| Rise Advisors, LLC | 7,435 | $321.8K | 0.22% | +810+12.2% | Added |
| Byrne Asset Management LLC | 7,330 | $322.1K | 0.25% | −300−3.9% | Reduced |
| First Citizens Financial Corp | 7,454 | $322.6K | 0.21% | −115−1.5% | Reduced |
| Kensington Investment Counsel, LLC | 7,483 | $323.9K | 0.17% | −1,352−15.3% | Reduced |
| LBMC Investment Advisors, LLC | 7,521 | $325.5K | 0.03% | +35+0.5% | Added |
| MBM Wealth Consultants, LLC | 7,582 | $325.6K | 0.12% | −157−2.0% | Reduced |
| Riverbridge Partners LLC | 7,554 | $326.9K | 0.00% | 00.0% | Unchanged |
| Boltwood Capital Management | 7,600 | $328.9K | 0.11% | −250−3.2% | Reduced |
| Sanders Morris Harris LLC | 7,560 | $330.9K | 0.16% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 7,650 | $331.1K | 0.04% | +108+1.4% | Added |
| Concorde Asset Management, LLC | 7,667 | $331.8K | 0.23% | −10.0% | Reduced |
| Allegheny Financial Group LTD | 7,667 | $331.8K | 0.11% | +30.0% | Added |
| STAR Financial Bank | 7,672 | $332.0K | 0.30% | +150+2.0% | Added |
| Soltis Investment Advisors LLC | 7,699 | $333.2K | 0.04% | −362−4.5% | Reduced |
| Brand Asset Management Group, Inc. | 7,711 | $333.7K | 0.15% | +7,711 | New |
| Mount Yale Investment Advisors, LLC | 7,779 | $336.7K | 0.03% | −1,708−18.0% | Reduced |
| Choate Investment Advisors | 7,804 | $337.8K | 0.01% | −787−9.2% | Reduced |
| Greater Midwest Financial Group, LLC | 7,804 | $337.8K | 0.23% | +7,804 | New |
| Kingswood Wealth Advisors, LLC | 7,808 | $337.9K | 0.04% | +7,808 | New |
| Trinity Financial Advisors LLC | 7,881 | $341.1K | 0.17% | −923−10.5% | Reduced |
| Paladin Advisory Group, LLC | 7,885 | $341.3K | 0.28% | −2,237−22.1% | Reduced |
| Miracle Mile Advisors, LLC | 7,938 | $343.6K | 0.01% | −9,346−54.1% | Reduced |
| Spire Wealth Management | 8,204 | $344.7K | 0.01% | +145+1.8% | Added |
| Cooper Financial Group | 7,981 | $345.4K | 0.06% | +135+1.7% | Added |
| Eudaimonia Partners, LLC | 8,031 | $347.6K | 0.09% | −1,278−13.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 8,062 | $348.9K | 0.09% | −216−2.6% | Reduced |
| Peoples Financial Services Corp. | 8,073 | $349.3K | 0.15% | −600−6.9% | Reduced |
| Burt Wealth Advisors | 8,080 | $349.7K | 0.10% | 00.0% | Unchanged |
| City Holding Co | 8,095 | $350.3K | 0.06% | −1,381−14.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,108 | $350.9K | 0.03% | −632−7.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,122 | $351.5K | 0.06% | −4,179−34.0% | Reduced |
| Equitable Holdings, Inc. | 8,143 | $352.4K | 0.00% | −949−10.4% | Reduced |
| Lincoln Capital LLC | 8,180 | $354.0K | 0.09% | 00.0% | Unchanged |
| Core Alternative Capital | 8,188 | $354.4K | 0.06% | +7,323+846.6% | Added |
| Lloyd Advisory Services, LLC. | 8,189 | $354.4K | 0.17% | −2,464−23.1% | Reduced |
| McAdam, LLC | 8,234 | $356.4K | 0.03% | −14−0.2% | Reduced |
| Mitchell Capital Management Co | 8,250 | $357.1K | 0.08% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 8,307 | $359.0K | 0.08% | +165+2.0% | Added |
| Hummer Financial Advisory Services Inc | 8,212 | $359.4K | 0.33% | −200−2.4% | Reduced |