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 |
|---|---|---|---|---|---|
| Thrive Wealth Management, LLC | 8,327 | $360.4K | 0.08% | −2,426−22.6% | Reduced |
| Canandaigua National Bank & Trust Co | 8,343 | $361.1K | 0.06% | −2,027−19.5% | Reduced |
| Laurel Wealth Advisors LLC | 8,385 | $362.9K | 0.07% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 8,396 | $363.4K | 0.00% | −18,697−69.0% | Reduced |
| Liberty Wealth Management LLC | 8,418 | $364.0K | 0.08% | +35+0.4% | Added |
| Prosperity Consulting Group, LLC | 8,413 | $364.1K | 0.12% | +8,413 | New |
| Berger Financial Group, Inc | 8,429 | $364.8K | 0.04% | −1,900−18.4% | Reduced |
| Imprint Wealth LLC | 8,336 | $364.9K | 0.29% | +722+9.5% | Added |
| Sterling Investment Counsel, LLC | 8,505 | $368.1K | 0.19% | +815+10.6% | Added |
| M&R Capital Management Inc | 8,532 | $369.3K | 0.09% | −3,168−27.1% | Reduced |
| HRC Wealth Management, LLC | 8,574 | $371.1K | 0.32% | +8,574 | New |
| LWMG, LLC | 8,577 | $371.2K | 0.09% | +74+0.9% | Added |
| Delta Asset Management LLC | 8,603 | $372.3K | 0.04% | −252−2.8% | Reduced |
| Bragg Financial Advisors, Inc | 8,660 | $374.8K | 0.02% | −472−5.2% | Reduced |
| Gladstone Institutional Advisory LLC | 8,715 | $377.2K | 0.02% | −1,436−14.1% | Reduced |
| First Affirmative Financial Network | 8,730 | $377.8K | 0.30% | −96−1.1% | Reduced |
| Chase Investment Counsel Corp | 8,755 | $378.0K | 0.17% | +1,080+14.1% | Added |
| Verition Fund Management LLC | 8,755 | $378.9K | 0.00% | −36,099−80.5% | Reduced |
| Live Oak Investment Partners | – | $382.9K | 0.35% | – | – |
| Foundations Investment Advisors, LLC | 9,383 | $383.7K | 0.01% | −1,037−10.0% | Reduced |
| FIL Ltd | 8,887 | $384.6K | 0.00% | +8,407+1,751.5% | Added |
| Bank of Stockton | 9,173 | $385.4K | 0.13% | +819+9.8% | Added |
| Wealth Alliance Advisory Group, LLC | 8,907 | $385.5K | 0.10% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 8,919 | $386.0K | 0.29% | −66−0.7% | Reduced |
| Northwest Wealth Management, LLC | 8,949 | $387.3K | 0.12% | +67+0.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,950 | $387.4K | 0.02% | −19,467−68.5% | Reduced |
| Charles Schwab Trust Co | 8,969 | $388.2K | 0.04% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 8,984 | $388.8K | 0.02% | −1,420−13.6% | Reduced |
| Benedetti & Gucer, Inc. | 8,997 | $389.4K | 0.20% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 9,005 | $389.7K | 0.05% | +9,005 | New |
| Jones Financial Companies LLLP | 9,028 | $390.7K | 0.00% | +647+7.7% | Added |
| Center for Financial Planning, Inc. | 9,029 | $390.8K | 0.07% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 9,050 | $391.7K | 0.08% | +2,150+31.2% | Added |
| Hall Laurie J Trustee | 9,070 | $393.0K | 0.15% | −615−6.4% | Reduced |
| Eagle Harbor Asset Management Inc | 9,114 | $394.5K | 0.45% | +282+3.2% | Added |
| Paulson Wealth Management Inc. | 9,127 | $395.0K | 0.13% | −757−7.7% | Reduced |
| Romano Brothers and Company | 9,190 | $397.7K | 0.06% | −3,887−29.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 9,249 | $400.3K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 9,250 | $400.3K | 0.05% | −330−3.4% | Reduced |
| Sheets Smith Wealth Management | 9,264 | $400.9K | 0.06% | −1,749−15.9% | Reduced |
| Advisors Management Group Inc | 9,283 | $402.0K | 0.11% | −20−0.2% | Reduced |
| LSV Asset Management | 9,300 | $403.0K | 0.00% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 9,818 | $403.2K | 0.47% | +9,818 | New |
| Barr E S & Co | 9,389 | $406.4K | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 9,395 | $406.6K | 0.06% | −325−3.3% | Reduced |
| Renasant Bank | 9,429 | $408.1K | 0.33% | +430+4.8% | Added |
| Marco Investment Management LLC | 9,436 | $408.4K | 0.04% | +321+3.5% | Added |
| Duncker Streett & Co Inc | 9,437 | $408.4K | 0.09% | −51−0.5% | Reduced |
| Cedrus LLC | 9,475 | $410.1K | 0.25% | +1,286+15.7% | Added |
| Brevan Howard Capital Management LP | 9,481 | $410.3K | 0.04% | +9,481 | New |
| Kolinsky Wealth Management, LLC | 9,491 | $410.8K | 0.36% | +1,710+22.0% | Added |
| Chemung Canal Trust Co | 9,526 | $412.3K | 0.09% | −1,072−10.1% | Reduced |
| Adviser Investments LLC | 9,546 | $413.2K | 0.01% | +9,546 | New |
| Chilton Investment Co LLC | 9,604 | $415.7K | 0.01% | −4,094−29.9% | Reduced |
| Phillips Wealth Planners LLC | 10,385 | $417.0K | 0.50% | −1,149−10.0% | Reduced |
| McDonald Capital Investors Inc | 9,649 | $417.6K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 9,659 | $418.1K | 0.09% | +20+0.2% | Added |
| Lauer Wealth, LLC | 10,016 | $418.5K | 0.39% | +751+8.1% | Added |
| Asset Dedication, LLC | 9,804 | $422.0K | 0.03% | +4,315+78.6% | Added |
| Accent Capital Management, LLC | 9,800 | $424.1K | 0.33% | +9,800 | New |
| CWA Asset Management Group, LLC | 9,837 | $425.7K | 0.03% | +9,837 | New |
| Concord Wealth Partners | 9,897 | $428.4K | 0.09% | −1,169−10.6% | Reduced |
| Cahill Financial Advisors Inc | 9,952 | $430.7K | 0.06% | +1,393+16.3% | Added |
| Crawford Investment Counsel Inc | 9,957 | $430.9K | 0.01% | +972+10.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 9,995 | $432.6K | 0.09% | +777+8.4% | Added |
| Steele Capital Management, Inc. | 10,009 | $433.2K | 0.03% | +10,009 | New |
| Valmark Advisers, Inc. | 10,028 | $434.0K | 0.01% | −858−7.9% | Reduced |
| Excalibur Management Corp | 9,924 | $434.1K | 0.20% | −167−1.7% | Reduced |
| Symmetry Partners, LLC | 9,975 | $435.0K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 10,062 | $435.5K | 0.04% | +599+6.3% | Added |
| Hendershot Investments Inc. | 10,066 | $435.7K | 0.07% | −175−1.7% | Reduced |
| Accurate Wealth Management, LLC | 10,176 | $435.7K | 0.14% | −703−6.5% | Reduced |
| Avidian Wealth Solutions, LLC | 10,105 | $437.4K | 0.03% | +2,089+26.1% | Added |
| Diversified Trust Co | 10,112 | $437.6K | 0.01% | +10,112 | New |
| Cito Capital Group, LLC | 10,000 | $438.0K | 0.19% | +10,000 | New |
| Centennial Wealth Advisory LLC | 10,128 | $438.3K | 0.22% | −135−1.3% | Reduced |
| Security National Bank of Sioux City Iowa | 10,139 | $438.8K | 0.33% | 00.0% | Unchanged |
| Brookstone Capital Management | 10,140 | $438.9K | 0.01% | −318−3.0% | Reduced |
| Voya Financial Advisors, Inc. | 10,062 | $439.0K | 0.05% | +223+2.3% | Added |
| Prime Capital Investment Advisors, LLC | 10,145 | $439.1K | 0.01% | +10,145 | New |
| Beck Mack & Oliver LLC | 10,152 | $439.4K | 0.01% | −500−4.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 10,156 | $439.6K | 0.22% | −1,263−11.1% | Reduced |
| Trustmark National Bank Trust Department | 10,167 | $440.0K | 0.04% | +10,167 | New |
| Forza Wealth Management, LLC | 10,190 | $441.0K | 0.24% | +25+0.2% | Added |
| International Assets Investment Management, LLC | 10,212 | $442.0K | 0.06% | −884−8.0% | Reduced |
| Conning Inc. | 10,231 | $442.8K | 0.02% | +70+0.7% | Added |
| Orleans Capital Management Corp | 10,250 | $443.6K | 0.30% | −850−7.7% | Reduced |
| Baldwin Brothers Inc | 10,276 | $444.7K | 0.03% | −239−2.3% | Reduced |
| KLR Investment Advisors, LLC | 10,175 | $445.4K | 0.32% | +495+5.1% | Added |
| New Hampshire Trust | 10,291 | $445.4K | 0.11% | −270−2.6% | Reduced |
| Oxford Financial Group Ltd | 10,361 | $448.4K | 0.03% | −399−3.7% | Reduced |
| Greenfield Savings Bank | 10,376 | $449.1K | 0.26% | +1,337+14.8% | Added |
| Affinity Investment Advisors, LLC | 10,398 | $450.0K | 0.31% | 00.0% | Unchanged |
| Ellevest, Inc. | 10,406 | $450.4K | 0.03% | −534−4.9% | Reduced |
| Arrow Financial Corp | 10,409 | $450.5K | 0.05% | −6,811−39.6% | Reduced |
| Fairfield, Bush & Co. | 10,422 | $451.1K | 0.26% | −800−7.1% | Reduced |
| Flputnam Investment Management Co | 10,440 | $451.8K | 0.01% | −7,864−43.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,531 | $455.8K | 0.05% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 10,531 | $455.8K | 0.41% | +10,531 | New |
| Westpac Banking Corp | 10,535 | $456.0K | 0.04% | +461+4.6% | Added |