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 |
|---|---|---|---|---|---|
| Arcataur Capital Management LLC | 10,547 | $456.5K | 0.17% | −50.0% | Reduced |
| Sage Capital Advisors,llc | 10,559 | $457.0K | 0.15% | 00.0% | Unchanged |
| City State Bank | 10,559 | $457.0K | 0.23% | −126−1.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,596 | $458.6K | 0.12% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 10,599 | $458.8K | 0.01% | +11+0.1% | Added |
| Everhart Financial Group, Inc. | 10,676 | $462.1K | 0.16% | +3,304+44.8% | Added |
| Atlas Brown,Inc. | 10,722 | $464.1K | 0.19% | −35−0.3% | Reduced |
| Venture Visionary Partners LLC | 10,725 | $464.2K | 0.02% | +497+4.9% | Added |
| First Business Financial Services, Inc. | 10,743 | $465.0K | 0.05% | −191−1.7% | Reduced |
| Eagle Rock Investment Company, LLC | 10,750 | $465.3K | 0.10% | −10,197−48.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 10,790 | $467.0K | 0.34% | −850−7.3% | Reduced |
| Boothbay Fund Management, LLC | 10,805 | $467.6K | 0.02% | +4,560+73.0% | Added |
| RDA Financial Network | 10,849 | $469.6K | 0.18% | +997+10.1% | Added |
| Nixon Peabody Trust Co | 10,870 | $470.5K | 0.05% | −7,725−41.5% | Reduced |
| Meridian Wealth Management, LLC | 10,884 | $471.1K | 0.03% | +536+5.2% | Added |
| White Pine Capital LLC | 10,910 | $472.2K | 0.18% | −706−6.1% | Reduced |
| Putnam Investments LLC | 10,914 | $472.4K | 0.00% | −1,893−14.8% | Reduced |
| Alerus Financial NA | 10,934 | $473.2K | 0.04% | −59−0.5% | Reduced |
| Rothschild Investment LLC | 10,971 | $474.8K | 0.04% | +10,971 | New |
| Avestar Capital, LLC | 10,851 | $474.9K | 0.06% | −8,013−42.5% | Reduced |
| Kavar Capital Partners Group, LLC | 11,010 | $476.5K | 0.05% | +3,005+37.5% | Added |
| Lake Street Advisors Group, LLC | 10,892 | $476.7K | 0.02% | +617+6.0% | Added |
| Future Financial Wealth Managment LLC | 11,059 | $478.6K | 0.48% | +3,097+38.9% | Added |
| Lion Street Advisors, LLC | 11,110 | $480.8K | 0.20% | −414−3.6% | Reduced |
| Atomi Financial Group, Inc. | 11,118 | $481.2K | 0.07% | +11,118 | New |
| Premier Path Wealth Partners, LLC | 11,360 | $481.2K | 0.11% | +11,360 | New |
| Ostrum Asset Management | 11,128 | $481.6K | 0.04% | −9,156−45.1% | Reduced |
| Forum Financial Management, LP | 11,131 | $481.7K | 0.01% | −6,772−37.8% | Reduced |
| Institute for Wealth Management, LLC. | 11,135 | $481.9K | 0.08% | −77−0.7% | Reduced |
| Aveo Capital Partners, LLC | 11,167 | $483.3K | 0.06% | +592+5.6% | Added |
| Ignite Planners, LLC | 11,014 | $483.6K | 0.14% | −2,800−20.3% | Reduced |
| Rogco, LP | 11,182 | $484.0K | 0.21% | +10+0.1% | Added |
| SS&H Financial Advisors, Inc. | 11,316 | $490.0K | 0.21% | −146−1.3% | Reduced |
| Congress Wealth Management LLC | 11,346 | $491.1K | 0.01% | +11,346 | New |
| Defined Wealth Management, LLC | 11,375 | $492.3K | 0.38% | +55+0.5% | Added |
| Haverford Trust Co | 11,381 | $492.6K | 0.01% | −1,586−12.2% | Reduced |
| Hiley Hunt Wealth Management | 11,409 | $493.8K | 0.37% | +11,409 | New |
| PFG Investments, LLC | 11,450 | $495.6K | 0.09% | −459−3.9% | Reduced |
| Concentric Wealth Management, LLC | 11,454 | $495.7K | 0.14% | +2,644+30.0% | Added |
| Continuum Advisory, LLC | 11,447 | $496.0K | 0.07% | +953+9.1% | Added |
| Great Waters Wealth Management | 11,624 | $496.9K | 0.09% | +143+1.2% | Added |
| Auxier Asset Management | 11,509 | $498.1K | 0.08% | 00.0% | Unchanged |
| North Star Asset Management Inc | 11,512 | $498.2K | 0.03% | −1,117−8.8% | Reduced |
| Total Clarity Wealth Management, Inc. | 11,547 | $499.8K | 0.20% | −1,132−8.9% | Reduced |
| Modera Wealth Management, LLC | 11,553 | $500.0K | 0.01% | +8+0.1% | Added |
| Group One Trading, L.P. | 11,588 | $501.5K | 0.02% | −301,385−96.3% | Reduced |
| Chicago Partners Investment Group LLC | 11,815 | $501.9K | 0.02% | −1,263−9.7% | Reduced |
| Berkshire Asset Management LLC | 11,665 | $504.9K | 0.03% | −292−2.4% | Reduced |
| Essex Savings Bank | 11,685 | $505.6K | 0.15% | +309+2.7% | Added |
| Precision Wealth Strategies, LLC | 11,691 | $506.0K | 0.49% | −3,650−23.8% | Reduced |
| Keystone Financial Group | 11,710 | $506.8K | 0.09% | −2,381−16.9% | Reduced |
| Foster & Motley Inc | 11,721 | $507.0K | 0.04% | −2,978−20.3% | Reduced |
| Greenline Partners, LLC | 11,727 | $507.5K | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11,740 | $508.1K | 0.02% | −497−4.1% | Reduced |
| First National Bank | 11,751 | $508.6K | 0.40% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 12,749 | $509.1K | 0.15% | +429+3.5% | Added |
| Ullmann Financial Group, Inc. | 11,769 | $509.3K | 0.08% | +101+0.9% | Added |
| Manchester Capital Management LLC | 11,796 | $510.5K | 0.07% | +1,729+17.2% | Added |
| GAMMA Investing LLC | 12,344 | $512.8K | 0.14% | +12,344 | New |
| Clark Capital Management Group, Inc. | 11,895 | $514.8K | 0.00% | +1,945+19.5% | Added |
| Summit Global Investments | 11,899 | $515.0K | 0.03% | −1,974−14.2% | Reduced |
| AdvisorNet Financial, Inc | 11,930 | $516.3K | 0.05% | −85−0.7% | Reduced |
| Wallace Advisory Group, LLC | 15,634 | $516.9K | 0.40% | +4,858+45.1% | Added |
| Alliance Wealth Advisors, LLC | 11,961 | $517.7K | 0.17% | −1,714−12.5% | Reduced |
| Gifford Fong Associates | 12,000 | $519.0K | 0.11% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 12,116 | $524.4K | 0.17% | −60.0% | Reduced |
| New Millennium Group LLC | 12,135 | $525.2K | 0.46% | +12,135 | New |
| WBI Investments | 12,136 | $525.2K | 0.11% | −888−6.8% | Reduced |
| Gratus Capital LLC | 12,197 | $527.9K | 0.03% | −1,526−11.1% | Reduced |
| Essex Financial Services, Inc. | 12,214 | $528.7K | 0.05% | −346−2.8% | Reduced |
| Mather Group, LLC. | 12,243 | $529.9K | 0.01% | −4,552−27.1% | Reduced |
| Buck Wealth Strategies, LLC | 12,256 | $530.4K | 0.20% | −454−3.6% | Reduced |
| Graypoint LLC | 12,273 | $531.2K | 0.04% | −1,169−8.7% | Reduced |
| Qtron Investments LLC | 12,294 | $532.1K | 0.09% | +3,752+43.9% | Added |
| Nebula Research & Development LLC | 12,428 | $537.9K | 0.16% | +12,428 | New |
| Bremer Bank National Association | 12,431 | $538.0K | 0.10% | +34+0.3% | Added |
| Balentine LLC | 12,438 | $538.3K | 0.02% | −473−3.7% | Reduced |
| Inlet Private Wealth, LLC | 12,500 | $541.0K | 0.17% | −13,470−51.9% | Reduced |
| Intrust Bank NA | 12,584 | $544.6K | 0.06% | −2,453−16.3% | Reduced |
| Kovack Advisors, Inc. | 12,585 | $544.7K | 0.06% | +815+6.9% | Added |
| Sound View Wealth Advisors Group, LLC | 12,592 | $545.0K | 0.06% | +1,967+18.5% | Added |
| Abbrea Capital, LLC | 12,460 | $545.0K | 0.08% | −1,470−10.6% | Reduced |
| VeraBank, N.A. | 12,621 | $546.2K | 0.18% | +169+1.4% | Added |
| Kinneret Advisory, LLC | 12,489 | $546.6K | 0.06% | −79−0.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 12,642 | $547.1K | 0.06% | −39,986−76.0% | Reduced |
| Acropolis Investment Management, LLC | 12,737 | $551.3K | 0.04% | −30.0% | Reduced |
| Boyd Watterson Asset Management LLC | 12,750 | $551.8K | 0.22% | 00.0% | Unchanged |
| Old Port Advisors | 12,756 | $552.1K | 0.18% | −3,620−22.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 12,808 | $554.3K | 0.12% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 12,852 | $556.2K | 0.32% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 12,892 | $558.0K | 0.18% | −8,701−40.3% | Reduced |
| Forbes J M & Co LLP | 12,892 | $558.0K | 0.06% | +215+1.7% | Added |
| Moreno Evelyn V | 12,905 | $558.5K | 0.26% | −78,201−85.8% | Reduced |
| Landaas & Co | 12,868 | $560.0K | 0.21% | +50+0.4% | Added |
| IHT Wealth Management, LLC | 12,956 | $560.7K | 0.03% | −3,528−21.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 12,950 | $561.0K | 0.08% | −2,917−18.4% | Reduced |
| J.W. Cole Advisors, Inc. | 12,989 | $562.2K | 0.03% | +1,004+8.4% | Added |
| Isthmus Partners, LLC | 13,043 | $564.5K | 0.07% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 13,067 | $565.5K | 0.03% | +821+6.7% | Added |
| WealthPlan Investment Management, LLC | 13,092 | $566.6K | 0.09% | +6,361+94.5% | Added |