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 |
|---|---|---|---|---|---|
| Chronos Wealth Management, LLC | 13,170 | $570.0K | 0.36% | −630−4.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,271 | $574.4K | 0.20% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 13,289 | $575.1K | 0.35% | −6,639−33.3% | Reduced |
| Wolff Financial Management LLC | 13,338 | $577.0K | 0.18% | +7+0.1% | Added |
| Walleye Trading LLC | 13,333 | $577.1K | 0.01% | −190,368−93.5% | Reduced |
| First Heartland Consultants, Inc. | 13,356 | $578.0K | 0.07% | −23,580−63.8% | Reduced |
| Bedel Financial Consulting, Inc. | 13,461 | $582.6K | 0.11% | +2,043+17.9% | Added |
| Sit Investment Associates Inc | 13,500 | $584.0K | 0.01% | −4,410−24.6% | Reduced |
| Geneos Wealth Management Inc. | 13,646 | $590.6K | 0.03% | −5,694−29.4% | Reduced |
| Integrated Advisors Network LLC | 13,657 | $591.1K | 0.03% | −223−1.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 13,678 | $592.0K | 0.28% | −97−0.7% | Reduced |
| Waldron Private Wealth LLC | 13,562 | $593.6K | 0.03% | −901−6.2% | Reduced |
| Oxinas Partners Wealth Management LLC | 13,726 | $594.1K | 0.42% | −1,280−8.5% | Reduced |
| Covenant Partners, LLC | 13,783 | $596.5K | 0.19% | +13,783 | New |
| Opus Capital Group, LLC | 13,792 | $597.0K | 0.10% | −367−2.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,840 | $599.0K | 0.16% | −574−4.0% | Reduced |
| CIC Wealth, LLC | 13,870 | $600.3K | 0.19% | −3,273−19.1% | Reduced |
| Capital Square, LLC | 13,907 | $601.9K | 0.68% | +7,407+114.0% | Added |
| Pacific Global Investment Management CO | 14,020 | $606.8K | 0.12% | +499+3.7% | Added |
| Jag Capital Management, LLC | 14,028 | $607.1K | 0.09% | +246+1.8% | Added |
| Kellett Schaffner Wealth Advisors LLC | 14,034 | $607.4K | 0.45% | +24+0.2% | Added |
| Personal Cfo Solutions, LLC | 14,076 | $609.2K | 0.11% | +7,438+112.1% | Added |
| Woodward Diversified Capital, LLC | 14,080 | $609.4K | 0.38% | +97+0.7% | Added |
| Prio Wealth Limited Partnership | 14,101 | $610.3K | 0.02% | +114+0.8% | Added |
| Inceptionr LLC | 14,200 | $614.6K | 0.44% | −8,981−38.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 14,309 | $619.3K | 0.02% | +14,309 | New |
| Shepherd Financial Partners LLC | 14,323 | $619.9K | 0.09% | +23+0.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 14,325 | $620.0K | 0.26% | −2,805−16.4% | Reduced |
| Virtue Capital Management, LLC | 14,122 | $620.4K | 0.13% | −3,793−21.2% | Reduced |
| Pinnacle Bancorp, Inc. | 14,404 | $623.4K | 0.20% | +53+0.4% | Added |
| Bridgewater Advisors Inc. | 14,450 | $625.4K | 0.09% | +97+0.7% | Added |
| Aptus Capital Advisors, LLC | 14,454 | $625.6K | 0.02% | −1,308−8.3% | Reduced |
| Change Path, LLC | 14,477 | $627.0K | 0.04% | +3,846+36.2% | Added |
| WealthBridge Capital Management, LLC | 14,530 | $628.9K | 0.24% | +502+3.6% | Added |
| BKD Wealth Advisors, LLC | 14,670 | $634.9K | 0.02% | −6,563−30.9% | Reduced |
| Warther Private Wealth, LLC | 14,703 | $636.3K | 0.36% | −51,434−77.8% | Reduced |
| Ofi Invest Asset Management | 16,376 | $641.6K | 0.02% | +15,597+2,002.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 14,866 | $643.4K | 0.06% | −90−0.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 14,892 | $644.5K | 0.17% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 14,984 | $649.0K | 0.55% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 15,000 | $649.2K | 0.29% | 00.0% | Unchanged |
| DMG Group, LLC | 15,071 | $652.3K | 0.62% | +1,481+10.9% | Added |
| Longfellow Investment Management Co LLC | 15,117 | $654.3K | 0.16% | −44,143−74.5% | Reduced |
| Vident Advisory, LLC | 15,118 | $654.3K | 0.02% | −400−2.6% | Reduced |
| Evergreen Capital Management LLC | 14,992 | $656.2K | 0.03% | +503+3.5% | Added |
| Bridgefront Capital, LLC | 15,177 | $656.9K | 0.50% | +15,177 | New |
| SevenBridge Financial Group, LLC | 15,179 | $656.9K | 0.16% | −1,738−10.3% | Reduced |
| World Equity Group, Inc. | 15,298 | $662.1K | 0.13% | −20.0% | Reduced |
| Cidel Asset Management Inc | 15,347 | $664.2K | 0.03% | +15,347 | New |
| Davidson Trust Co | 15,381 | $665.7K | 0.43% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 15,404 | $666.7K | 0.09% | +459+3.1% | Added |
| Whittier Trust Co | 15,412 | $666.9K | 0.01% | +3,116+25.3% | Added |
| Benjamin Edwards Inc | 15,414 | $667.0K | 0.15% | −522−3.3% | Reduced |
| Gilbert & Cook, Inc. | 15,483 | $670.1K | 0.09% | +593+4.0% | Added |
| Axim Planning & Wealth | 15,523 | $671.8K | 0.61% | −159−1.0% | Reduced |
| Summit Trail Advisors, LLC | 15,352 | $672.0K | 0.02% | +1,664+12.2% | Added |
| Altfest L J & Co Inc | 15,537 | $672.0K | 0.10% | 00.0% | Unchanged |
| Matisse Capital | 15,690 | $679.1K | 0.36% | +200+1.3% | Added |
| Baker Tilly Wealth Management, LLC | 15,712 | $680.0K | 0.11% | +1,959+14.2% | Added |
| Wedmont Private Capital | 15,507 | $681.7K | 0.06% | +7,033+83.0% | Added |
| Norden Group LLC | 15,763 | $682.2K | 0.12% | +5,110+48.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,782 | $683.1K | 0.02% | −2,634−14.3% | Reduced |
| LifePlan Financial, LLC | 15,883 | $687.4K | 0.69% | +15,883 | New |
| Cary Street Partner Investment Advisory LLC | 16,008 | $692.8K | 0.03% | −768−4.6% | Reduced |
| Sweet Financial Partners, LLC | 16,034 | $693.9K | 0.17% | +77+0.5% | Added |
| AlphaCore Capital LLC | 16,000 | $700.3K | 0.10% | 00.0% | Unchanged |
| Trust Asset Management LLC | 16,320 | $706.3K | 0.07% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 16,380 | $709.0K | 0.44% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 16,400 | $709.0K | 0.79% | +16,400 | New |
| Financial Advisory Corp | 16,465 | $713.0K | 0.32% | +2,517+18.0% | Added |
| Powers Advisory Group, LLC | 16,571 | $717.2K | 0.44% | +1,105+7.1% | Added |
| IFG Advisors, LLC | 16,625 | $719.6K | 0.21% | 00.0% | Unchanged |
| Cigna Investments Inc | 16,632 | $720.0K | 0.15% | +308+1.9% | Added |
| Pittenger & Anderson Inc | 16,775 | $726.0K | 0.03% | +10,000+147.6% | Added |
| Tyche Wealth Partners LLC | 16,817 | $727.9K | 0.18% | +16,817 | New |
| DF Dent & Co Inc | 16,828 | $728.3K | 0.01% | −3,809−18.5% | Reduced |
| Sunbelt Securities, Inc. | 16,862 | $729.8K | 0.09% | +359+2.2% | Added |
| Grove Bank & Trust | 17,031 | $737.1K | 0.14% | −2,215−11.5% | Reduced |
| Trust Point Inc. | 17,043 | $737.6K | 0.06% | +17,043 | New |
| QRG Capital Management, Inc. | 17,117 | $740.8K | 0.01% | −70.0% | Reduced |
| West Paces Advisors Inc. | 17,140 | $741.8K | 0.21% | +2,109+14.0% | Added |
| Exencial Wealth Advisors, LLC | 17,180 | $743.5K | 0.03% | +5,658+49.1% | Added |
| Groupama Asset Managment | 34,086 | $743.8K | 0.02% | +34,086 | New |
| Vestor Capital, LLC | 17,179 | $744.0K | 0.07% | +253+1.5% | Added |
| Duff & Phelps Investment Management Co | 17,211 | $744.9K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 17,059 | $747.4K | 0.03% | +8,250+93.7% | Added |
| Lakeview Capital Partners, LLC | 17,332 | $750.1K | 0.13% | −974−5.3% | Reduced |
| Thoroughbred Financial Services, LLC | 17,744 | $767.0K | 0.06% | +106+0.6% | Added |
| Atwood & Palmer Inc | 17,748 | $768.1K | 0.06% | −250−1.4% | Reduced |
| Financial Advisory Service, Inc. | 17,752 | $768.3K | 0.07% | −40−0.2% | Reduced |
| HighMark Wealth Management LLC | 17,798 | $770.3K | 0.57% | −383−2.1% | Reduced |
| Twin Capital Management Inc | 17,825 | $771.5K | 0.10% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 17,825 | $771.5K | 0.08% | +605+3.5% | Added |
| Gsa Capital Partners LLP | 17,874 | $774.0K | 0.07% | +17,874 | New |
| Parkside Financial Bank & Trust | 17,980 | $778.2K | 0.14% | +4,618+34.6% | Added |
| Annex Advisory Services, LLC | 18,019 | $779.9K | 0.03% | +14+0.1% | Added |
| Van Hulzen Asset Management, LLC | 18,155 | $786.0K | 0.06% | −450−2.4% | Reduced |
| Atlas Financial Advisors, Inc. | 18,178 | $786.7K | 1.29% | −17,693−49.3% | Reduced |
| Reuter James Wealth Management, LLC | 18,283 | $791.3K | 0.54% | −809−4.2% | Reduced |
| La Banque Postale Asset Management SA | 18,341 | $793.8K | 0.02% | 00.0% | Unchanged |