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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 19,250 | $833.1K | 0.04% | +2,790+17.0% | Added |
| Wolf Group Capital Advisors | 25,213 | $833.0K | 0.40% | +436+1.8% | Added |
| Mosaic Family Wealth Partners, LLC | 19,223 | $832.0K | 0.14% | +265+1.4% | Added |
| Perigon Wealth Management, LLC | 18,926 | $819.1K | 0.03% | −2,193−10.4% | Reduced |
| Blackston Financial Advisory Group, LLC | 18,900 | $818.0K | 0.52% | −1,440−7.1% | Reduced |
| Parallel Advisors, LLC | 18,879 | $817.1K | 0.02% | −4,333−18.7% | Reduced |
| Equitable Trust Co | 18,800 | $813.7K | 0.06% | −241−1.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 18,624 | $806.0K | 0.05% | −230−1.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 18,407 | $805.7K | 0.02% | +1,418+8.3% | Added |
| Bayview Asset Management, LLC | 18,500 | $800.7K | 0.45% | +18,500 | New |
| Drive Wealth Management, LLC | 18,245 | $798.6K | 0.26% | +516+2.9% | Added |
| La Banque Postale Asset Management SA | 18,341 | $793.8K | 0.02% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 18,283 | $791.3K | 0.54% | −809−4.2% | Reduced |
| Atlas Financial Advisors, Inc. | 18,178 | $786.7K | 1.29% | −17,693−49.3% | Reduced |
| Van Hulzen Asset Management, LLC | 18,155 | $786.0K | 0.06% | −450−2.4% | Reduced |
| Annex Advisory Services, LLC | 18,019 | $779.9K | 0.03% | +14+0.1% | Added |
| Parkside Financial Bank & Trust | 17,980 | $778.2K | 0.14% | +4,618+34.6% | Added |
| Gsa Capital Partners LLP | 17,874 | $774.0K | 0.07% | +17,874 | New |
| Jacobi Capital Management LLC | 17,825 | $771.5K | 0.08% | +605+3.5% | Added |
| Twin Capital Management Inc | 17,825 | $771.5K | 0.10% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 17,798 | $770.3K | 0.57% | −383−2.1% | Reduced |
| Financial Advisory Service, Inc. | 17,752 | $768.3K | 0.07% | −40−0.2% | Reduced |
| Atwood & Palmer Inc | 17,748 | $768.1K | 0.06% | −250−1.4% | Reduced |
| Thoroughbred Financial Services, LLC | 17,744 | $767.0K | 0.06% | +106+0.6% | Added |
| Lakeview Capital Partners, LLC | 17,332 | $750.1K | 0.13% | −974−5.3% | Reduced |
| Dynamic Advisor Solutions LLC | 17,059 | $747.4K | 0.03% | +8,250+93.7% | Added |
| Duff & Phelps Investment Management Co | 17,211 | $744.9K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 17,179 | $744.0K | 0.07% | +253+1.5% | Added |
| Groupama Asset Managment | 34,086 | $743.8K | 0.02% | +34,086 | New |
| Exencial Wealth Advisors, LLC | 17,180 | $743.5K | 0.03% | +5,658+49.1% | Added |
| West Paces Advisors Inc. | 17,140 | $741.8K | 0.21% | +2,109+14.0% | Added |
| QRG Capital Management, Inc. | 17,117 | $740.8K | 0.01% | −70.0% | Reduced |
| Trust Point Inc. | 17,043 | $737.6K | 0.06% | +17,043 | New |
| Grove Bank & Trust | 17,031 | $737.1K | 0.14% | −2,215−11.5% | Reduced |
| Sunbelt Securities, Inc. | 16,862 | $729.8K | 0.09% | +359+2.2% | Added |
| DF Dent & Co Inc | 16,828 | $728.3K | 0.01% | −3,809−18.5% | Reduced |
| Tyche Wealth Partners LLC | 16,817 | $727.9K | 0.18% | +16,817 | New |
| Pittenger & Anderson Inc | 16,775 | $726.0K | 0.03% | +10,000+147.6% | Added |
| Cigna Investments Inc | 16,632 | $720.0K | 0.15% | +308+1.9% | Added |
| IFG Advisors, LLC | 16,625 | $719.6K | 0.21% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 16,571 | $717.2K | 0.44% | +1,105+7.1% | Added |
| Financial Advisory Corp | 16,465 | $713.0K | 0.32% | +2,517+18.0% | Added |
| 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 |
| Trust Asset Management LLC | 16,320 | $706.3K | 0.07% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 16,000 | $700.3K | 0.10% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 16,034 | $693.9K | 0.17% | +77+0.5% | Added |
| Cary Street Partner Investment Advisory LLC | 16,008 | $692.8K | 0.03% | −768−4.6% | Reduced |
| LifePlan Financial, LLC | 15,883 | $687.4K | 0.69% | +15,883 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,782 | $683.1K | 0.02% | −2,634−14.3% | Reduced |
| Norden Group LLC | 15,763 | $682.2K | 0.12% | +5,110+48.0% | Added |
| Wedmont Private Capital | 15,507 | $681.7K | 0.06% | +7,033+83.0% | Added |
| Baker Tilly Wealth Management, LLC | 15,712 | $680.0K | 0.11% | +1,959+14.2% | Added |
| Matisse Capital | 15,690 | $679.1K | 0.36% | +200+1.3% | Added |
| Altfest L J & Co Inc | 15,537 | $672.0K | 0.10% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 15,352 | $672.0K | 0.02% | +1,664+12.2% | Added |
| Axim Planning & Wealth | 15,523 | $671.8K | 0.61% | −159−1.0% | Reduced |
| Gilbert & Cook, Inc. | 15,483 | $670.1K | 0.09% | +593+4.0% | Added |
| Benjamin Edwards Inc | 15,414 | $667.0K | 0.15% | −522−3.3% | Reduced |
| Whittier Trust Co | 15,412 | $666.9K | 0.01% | +3,116+25.3% | Added |
| Alera Investment Advisors, LLC | 15,404 | $666.7K | 0.09% | +459+3.1% | Added |
| Davidson Trust Co | 15,381 | $665.7K | 0.43% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 15,347 | $664.2K | 0.03% | +15,347 | New |
| World Equity Group, Inc. | 15,298 | $662.1K | 0.13% | −20.0% | Reduced |
| SevenBridge Financial Group, LLC | 15,179 | $656.9K | 0.16% | −1,738−10.3% | Reduced |
| Bridgefront Capital, LLC | 15,177 | $656.9K | 0.50% | +15,177 | New |
| Evergreen Capital Management LLC | 14,992 | $656.2K | 0.03% | +503+3.5% | Added |
| Vident Advisory, LLC | 15,118 | $654.3K | 0.02% | −400−2.6% | Reduced |
| Longfellow Investment Management Co LLC | 15,117 | $654.3K | 0.16% | −44,143−74.5% | Reduced |
| DMG Group, LLC | 15,071 | $652.3K | 0.62% | +1,481+10.9% | Added |
| Oldfather Financial Services, LLC | 15,000 | $649.2K | 0.29% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 14,984 | $649.0K | 0.55% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 14,892 | $644.5K | 0.17% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 14,866 | $643.4K | 0.06% | −90−0.6% | Reduced |
| Ofi Invest Asset Management | 16,376 | $641.6K | 0.02% | +15,597+2,002.2% | Added |
| Warther Private Wealth, LLC | 14,703 | $636.3K | 0.36% | −51,434−77.8% | Reduced |
| BKD Wealth Advisors, LLC | 14,670 | $634.9K | 0.02% | −6,563−30.9% | Reduced |
| WealthBridge Capital Management, LLC | 14,530 | $628.9K | 0.24% | +502+3.6% | Added |
| Change Path, LLC | 14,477 | $627.0K | 0.04% | +3,846+36.2% | Added |
| Aptus Capital Advisors, LLC | 14,454 | $625.6K | 0.02% | −1,308−8.3% | Reduced |
| Bridgewater Advisors Inc. | 14,450 | $625.4K | 0.09% | +97+0.7% | Added |
| Pinnacle Bancorp, Inc. | 14,404 | $623.4K | 0.20% | +53+0.4% | Added |
| Virtue Capital Management, LLC | 14,122 | $620.4K | 0.13% | −3,793−21.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 14,325 | $620.0K | 0.26% | −2,805−16.4% | Reduced |
| Shepherd Financial Partners LLC | 14,323 | $619.9K | 0.09% | +23+0.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 14,309 | $619.3K | 0.02% | +14,309 | New |
| Inceptionr LLC | 14,200 | $614.6K | 0.44% | −8,981−38.7% | Reduced |
| Prio Wealth Limited Partnership | 14,101 | $610.3K | 0.02% | +114+0.8% | Added |
| Woodward Diversified Capital, LLC | 14,080 | $609.4K | 0.38% | +97+0.7% | Added |
| Personal Cfo Solutions, LLC | 14,076 | $609.2K | 0.11% | +7,438+112.1% | Added |
| Kellett Schaffner Wealth Advisors LLC | 14,034 | $607.4K | 0.45% | +24+0.2% | Added |
| Jag Capital Management, LLC | 14,028 | $607.1K | 0.09% | +246+1.8% | Added |
| Pacific Global Investment Management CO | 14,020 | $606.8K | 0.12% | +499+3.7% | Added |
| Capital Square, LLC | 13,907 | $601.9K | 0.68% | +7,407+114.0% | Added |
| CIC Wealth, LLC | 13,870 | $600.3K | 0.19% | −3,273−19.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,840 | $599.0K | 0.16% | −574−4.0% | Reduced |
| Opus Capital Group, LLC | 13,792 | $597.0K | 0.10% | −367−2.6% | Reduced |
| Covenant Partners, LLC | 13,783 | $596.5K | 0.19% | +13,783 | New |
| Oxinas Partners Wealth Management LLC | 13,726 | $594.1K | 0.42% | −1,280−8.5% | Reduced |
| Waldron Private Wealth LLC | 13,562 | $593.6K | 0.03% | −901−6.2% | Reduced |