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 |
|---|---|---|---|---|---|
| Drive Wealth Management, LLC | 18,245 | $798.6K | 0.26% | +516+2.9% | Added |
| Bayview Asset Management, LLC | 18,500 | $800.7K | 0.45% | +18,500 | New |
| Badgley Phelps Wealth Managers, LLC | 18,407 | $805.7K | 0.02% | +1,418+8.3% | Added |
| Punch & Associates Investment Management, Inc. | 18,624 | $806.0K | 0.05% | −230−1.2% | Reduced |
| Equitable Trust Co | 18,800 | $813.7K | 0.06% | −241−1.3% | Reduced |
| Parallel Advisors, LLC | 18,879 | $817.1K | 0.02% | −4,333−18.7% | Reduced |
| Blackston Financial Advisory Group, LLC | 18,900 | $818.0K | 0.52% | −1,440−7.1% | Reduced |
| Perigon Wealth Management, LLC | 18,926 | $819.1K | 0.03% | −2,193−10.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 19,223 | $832.0K | 0.14% | +265+1.4% | Added |
| Wolf Group Capital Advisors | 25,213 | $833.0K | 0.40% | +436+1.8% | Added |
| Dana Investment Advisors, Inc. | 19,250 | $833.1K | 0.04% | +2,790+17.0% | Added |
| Monetary Management Group Inc | 19,365 | $838.1K | 0.26% | 00.0% | Unchanged |
| Montag A & Associates Inc | 19,260 | $842.7K | 0.05% | +1,709+9.7% | Added |
| J. W. Coons Advisors, LLC | 19,520 | $844.8K | 0.23% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 19,571 | $847.0K | 0.13% | −342−1.7% | Reduced |
| Leavell Investment Management, Inc. | 19,472 | $852.0K | 0.05% | −501−2.5% | Reduced |
| Corundum Group, Inc. | 19,723 | $853.6K | 0.43% | −1,684−7.9% | Reduced |
| Financial Perspectives, Inc | 19,729 | $853.9K | 0.35% | +26+0.1% | Added |
| Panagora Asset Management Inc | 19,734 | $854.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 19,883 | $860.5K | 0.05% | −2,142−9.7% | Reduced |
| Neville Rodie & Shaw Inc | 19,891 | $861.0K | 0.07% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 19,981 | $864.8K | 0.33% | +1,594+8.7% | Added |
| WealthPLAN Partners, LLC | 20,013 | $866.2K | 0.09% | +6,491+48.0% | Added |
| David Loasby | 19,926 | $873.0K | 0.09% | −1,201−5.7% | Reduced |
| Ritholtz Wealth Management | 20,266 | $877.1K | 0.03% | +2,056+11.3% | Added |
| Insigneo Advisory Services, LLC | 20,042 | $877.3K | 0.12% | +9,922+98.0% | Added |
| Bollard Group LLC | 20,291 | $878.0K | 0.03% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 20,142 | $878.8K | 0.01% | −2,133−9.6% | Reduced |
| My Legacy Advisors, LLC | 20,567 | $880.7K | 0.32% | +1,850+9.9% | Added |
| Chesapeake Asset Management LLC | 20,389 | $882.4K | 0.79% | +923+4.7% | Added |
| MidWestOne Financial Group, Inc. | 20,479 | $886.3K | 0.17% | −2,750−11.8% | Reduced |
| Angeles Investment Advisors, LLC | 20,281 | $887.1K | 0.05% | +142+0.7% | Added |
| Moody National Bank Trust Division | 20,501 | $887.3K | 0.07% | −22,286−52.1% | Reduced |
| Axxcess Wealth Management, LLC | 20,563 | $890.0K | 0.03% | +5,544+36.9% | Added |
| Carlson Capital Management | 20,921 | $905.4K | 0.05% | +8,161+64.0% | Added |
| Meritage Portfolio Management | 20,947 | $907.0K | 0.06% | −150−0.7% | Reduced |
| SignalPoint Asset Management, LLC | 21,008 | $909.0K | 0.27% | +10.0% | Added |
| Quadrant Capital Group LLC | 21,151 | $915.4K | 0.08% | +2,315+12.3% | Added |
| Lowe Brockenbrough & Co Inc | 21,074 | $922.4K | 0.07% | −5,468−20.6% | Reduced |
| NBC Securities, Inc. | 21,334 | $923.0K | 0.09% | −273−1.3% | Reduced |
| NEOS Investment Management LLC | 21,435 | $927.7K | 0.09% | +7,212+50.7% | Added |
| Quad-Cities Investment Group, LLC | 21,112 | $928.1K | 0.57% | −353−1.6% | Reduced |
| Northeast Investment Management | 21,483 | $929.8K | 0.05% | −1,096−4.9% | Reduced |
| RFG Advisory, LLC | 21,527 | $931.7K | 0.04% | +825+4.0% | Added |
| WSFS Capital Management, LLC | 21,727 | $940.3K | 0.06% | −30,228−58.2% | Reduced |
| Signaturefd, LLC | 21,761 | $941.8K | 0.02% | +4,371+25.1% | Added |
| Flagstone Financial Management | 21,807 | $943.8K | 0.39% | +1,006+4.8% | Added |
| Sumitomo Life Insurance Co | 21,832 | $944.9K | 0.03% | −1,130−4.9% | Reduced |
| HCR Wealth Advisors | 22,108 | $956.8K | 0.15% | +5,212+30.8% | Added |
| Procyon Private Wealth Partners, LLC | 22,164 | $959.3K | 0.08% | +5,924+36.5% | Added |
| CX Institutional | 22,210 | $961.3K | 0.05% | −3,102−12.3% | Reduced |
| Wrapmanager Inc | 22,243 | $962.7K | 0.28% | −972−4.2% | Reduced |
| Merit Financial Group, LLC | 22,311 | $965.6K | 0.03% | +3,504+18.6% | Added |
| Ballentine Partners, LLC | 22,586 | $977.5K | 0.02% | +8,844+64.4% | Added |
| Signal Advisors Wealth, LLC | 22,344 | $977.9K | 0.34% | +22,344 | New |
| Sittner & Nelson, LLC | 22,614 | $978.7K | 0.52% | −1,279−5.4% | Reduced |
| First County Bank | 22,634 | $979.6K | 0.47% | −7,861−25.8% | Reduced |
| Ameritas Investment Partners, Inc. | 22,734 | $983.9K | 0.04% | −14,663−39.2% | Reduced |
| True Wealth Design, LLC | 22,767 | $985.4K | 0.28% | −823−3.5% | Reduced |
| Grimes & Company, Inc. | 22,822 | $987.7K | 0.03% | +111+0.5% | Added |
| Kestra Private Wealth Services, LLC | 22,913 | $991.7K | 0.03% | +3,203+16.3% | Added |
| Ameritas Advisory Services, LLC | 23,108 | $991.8K | 0.05% | +3,898+20.3% | Added |
| Vectors Research Management, LLC | 22,997 | $995.0K | 0.28% | −288−1.2% | Reduced |
| Hennessy Advisors Inc | 23,000 | $995.4K | 0.05% | +8,000+53.3% | Added |
| Everpar Advisors LLC | 23,250 | $1.01M | 0.47% | +23,250 | New |
| Moors & Cabot, Inc. | 23,275 | $1.01M | 0.06% | −2,045−8.1% | Reduced |
| Golden State Equity Partners | 23,410 | $1.01M | 0.25% | −689−2.9% | Reduced |
| Mitchell Sinkler & Starr | 23,588 | $1.02M | 0.19% | +5,314+29.1% | Added |
| Chicago Trust Co NA | 23,614 | $1.02M | 0.23% | −551−2.3% | Reduced |
| Wetherby Asset Management Inc | 23,657 | $1.02M | 0.05% | −16−0.1% | Reduced |
| Resources Management Corp | 23,650 | $1.02M | 0.15% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 23,684 | $1.03M | 0.12% | −839−3.4% | Reduced |
| North Star Investment Management Corp. | 23,732 | $1.03M | 0.08% | −458−1.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 23,545 | $1.03M | 0.06% | −1,857−7.3% | Reduced |
| Oak Thistle LLC | 23,823 | $1.03M | 0.30% | +12,739+114.9% | Added |
| Old National Bancorp | 24,127 | $1.04M | 0.03% | −3,901−13.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 24,177 | $1.05M | 0.03% | −163,142−87.1% | Reduced |
| Vontobel Holding Ltd. | 24,260 | $1.05M | 0.01% | −8,387−25.7% | Reduced |
| Winthrop Capital Management, LLC | 24,393 | $1.06M | 0.34% | +24,393 | New |
| Empowered Funds, LLC | 24,459 | $1.06M | 0.03% | −141,765−85.3% | Reduced |
| Clean Yield Group | 24,548 | $1.06M | 0.45% | −233−0.9% | Reduced |
| West Oak Capital, LLC | 25,228 | $1.06M | 0.50% | −12,513−33.2% | Reduced |
| RKL Wealth Management LLC | 24,567 | $1.06M | 0.11% | −197−0.8% | Reduced |
| Probity Advisors, Inc. | 24,603 | $1.06M | 0.23% | −897−3.5% | Reduced |
| Meeder Advisory Services, Inc. | 24,765 | $1.07M | 0.12% | +822+3.4% | Added |
| Rockland Trust Co | 25,026 | $1.08M | 0.06% | +3,654+17.1% | Added |
| Arnhold LLC | 25,030 | $1.08M | 0.12% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 25,084 | $1.09M | 0.06% | +6,019+31.6% | Added |
| SeaCrest Wealth Management, LLC | 24,822 | $1.09M | 0.13% | −733−2.9% | Reduced |
| Bank of Hawaii | 25,211 | $1.09M | 0.06% | −7,135−22.1% | Reduced |
| Silvercrest Asset Management Group LLC | 25,311 | $1.10M | 0.01% | +487+2.0% | Added |
| CenterStar Asset Management, LLC | 25,356 | $1.10M | 1.13% | +25,356 | New |
| V-Square Quantitative Management LLC | 25,465 | $1.10M | 0.26% | +7,364+40.7% | Added |
| Delta Accumulation, LLC | 33,437 | $1.10M | 12.22% | −1,387−4.0% | Reduced |
| Somerset Trust Co | 25,586 | $1.11M | 0.49% | −1,746−6.4% | Reduced |
| Apollon Wealth Management, LLC | 25,621 | $1.11M | 0.04% | +6,424+33.5% | Added |
| Formidable Asset Management, LLC | 25,682 | $1.11M | 0.24% | −500−1.9% | Reduced |
| Lido Advisors, LLC | 25,422 | $1.11M | 0.01% | +2,273+9.8% | Added |
| Legacy Capital Wealth Partners, LLC | 25,735 | $1.11M | 0.32% | −2,111−7.6% | Reduced |
| Stablepoint Partners, LLC | 25,893 | $1.12M | 0.29% | +25,893 | New |