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 |
|---|---|---|---|---|---|
| DHJJ Financial Advisors, Ltd. | 13,678 | $592.0K | 0.28% | −97−0.7% | Reduced |
| Integrated Advisors Network LLC | 13,657 | $591.1K | 0.03% | −223−1.6% | Reduced |
| Geneos Wealth Management Inc. | 13,646 | $590.6K | 0.03% | −5,694−29.4% | Reduced |
| Sit Investment Associates Inc | 13,500 | $584.0K | 0.01% | −4,410−24.6% | Reduced |
| Bedel Financial Consulting, Inc. | 13,461 | $582.6K | 0.11% | +2,043+17.9% | Added |
| First Heartland Consultants, Inc. | 13,356 | $578.0K | 0.07% | −23,580−63.8% | Reduced |
| Walleye Trading LLC | 13,333 | $577.1K | 0.01% | −190,368−93.5% | Reduced |
| Wolff Financial Management LLC | 13,338 | $577.0K | 0.18% | +7+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 13,289 | $575.1K | 0.35% | −6,639−33.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,271 | $574.4K | 0.20% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 13,170 | $570.0K | 0.36% | −630−4.6% | Reduced |
| WealthPlan Investment Management, LLC | 13,092 | $566.6K | 0.09% | +6,361+94.5% | Added |
| Edge Capital Group, LLC | 13,067 | $565.5K | 0.03% | +821+6.7% | Added |
| Isthmus Partners, LLC | 13,043 | $564.5K | 0.07% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,989 | $562.2K | 0.03% | +1,004+8.4% | Added |
| Transamerica Financial Advisors, Inc. | 12,950 | $561.0K | 0.08% | −2,917−18.4% | Reduced |
| IHT Wealth Management, LLC | 12,956 | $560.7K | 0.03% | −3,528−21.4% | Reduced |
| Landaas & Co | 12,868 | $560.0K | 0.21% | +50+0.4% | Added |
| Moreno Evelyn V | 12,905 | $558.5K | 0.26% | −78,201−85.8% | Reduced |
| Forbes J M & Co LLP | 12,892 | $558.0K | 0.06% | +215+1.7% | Added |
| Wambolt & Associates, LLC | 12,892 | $558.0K | 0.18% | −8,701−40.3% | Reduced |
| DB Wealth Management Group, LLC | 12,852 | $556.2K | 0.32% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 12,808 | $554.3K | 0.12% | 00.0% | Unchanged |
| Old Port Advisors | 12,756 | $552.1K | 0.18% | −3,620−22.1% | Reduced |
| Boyd Watterson Asset Management LLC | 12,750 | $551.8K | 0.22% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 12,737 | $551.3K | 0.04% | −30.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 12,642 | $547.1K | 0.06% | −39,986−76.0% | Reduced |
| Kinneret Advisory, LLC | 12,489 | $546.6K | 0.06% | −79−0.6% | Reduced |
| VeraBank, N.A. | 12,621 | $546.2K | 0.18% | +169+1.4% | Added |
| Abbrea Capital, LLC | 12,460 | $545.0K | 0.08% | −1,470−10.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 12,592 | $545.0K | 0.06% | +1,967+18.5% | Added |
| Kovack Advisors, Inc. | 12,585 | $544.7K | 0.06% | +815+6.9% | Added |
| Intrust Bank NA | 12,584 | $544.6K | 0.06% | −2,453−16.3% | Reduced |
| Inlet Private Wealth, LLC | 12,500 | $541.0K | 0.17% | −13,470−51.9% | Reduced |
| Balentine LLC | 12,438 | $538.3K | 0.02% | −473−3.7% | Reduced |
| Bremer Bank National Association | 12,431 | $538.0K | 0.10% | +34+0.3% | Added |
| Nebula Research & Development LLC | 12,428 | $537.9K | 0.16% | +12,428 | New |
| Qtron Investments LLC | 12,294 | $532.1K | 0.09% | +3,752+43.9% | Added |
| Graypoint LLC | 12,273 | $531.2K | 0.04% | −1,169−8.7% | Reduced |
| Buck Wealth Strategies, LLC | 12,256 | $530.4K | 0.20% | −454−3.6% | Reduced |
| Mather Group, LLC. | 12,243 | $529.9K | 0.01% | −4,552−27.1% | Reduced |
| Essex Financial Services, Inc. | 12,214 | $528.7K | 0.05% | −346−2.8% | Reduced |
| Gratus Capital LLC | 12,197 | $527.9K | 0.03% | −1,526−11.1% | Reduced |
| WBI Investments | 12,136 | $525.2K | 0.11% | −888−6.8% | Reduced |
| New Millennium Group LLC | 12,135 | $525.2K | 0.46% | +12,135 | New |
| Poehling Capital Management, LLC | 12,116 | $524.4K | 0.17% | −60.0% | Reduced |
| Gifford Fong Associates | 12,000 | $519.0K | 0.11% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 11,961 | $517.7K | 0.17% | −1,714−12.5% | Reduced |
| Wallace Advisory Group, LLC | 15,634 | $516.9K | 0.40% | +4,858+45.1% | Added |
| AdvisorNet Financial, Inc | 11,930 | $516.3K | 0.05% | −85−0.7% | Reduced |
| Summit Global Investments | 11,899 | $515.0K | 0.03% | −1,974−14.2% | Reduced |
| Clark Capital Management Group, Inc. | 11,895 | $514.8K | 0.00% | +1,945+19.5% | Added |
| GAMMA Investing LLC | 12,344 | $512.8K | 0.14% | +12,344 | New |
| Manchester Capital Management LLC | 11,796 | $510.5K | 0.07% | +1,729+17.2% | Added |
| Ullmann Financial Group, Inc. | 11,769 | $509.3K | 0.08% | +101+0.9% | Added |
| Vivaldi Capital Management, LLC | 12,749 | $509.1K | 0.15% | +429+3.5% | Added |
| First National Bank | 11,751 | $508.6K | 0.40% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11,740 | $508.1K | 0.02% | −497−4.1% | Reduced |
| Greenline Partners, LLC | 11,727 | $507.5K | 0.09% | 00.0% | Unchanged |
| Foster & Motley Inc | 11,721 | $507.0K | 0.04% | −2,978−20.3% | Reduced |
| Keystone Financial Group | 11,710 | $506.8K | 0.09% | −2,381−16.9% | Reduced |
| Precision Wealth Strategies, LLC | 11,691 | $506.0K | 0.49% | −3,650−23.8% | Reduced |
| Essex Savings Bank | 11,685 | $505.6K | 0.15% | +309+2.7% | Added |
| Berkshire Asset Management LLC | 11,665 | $504.9K | 0.03% | −292−2.4% | Reduced |
| Chicago Partners Investment Group LLC | 11,815 | $501.9K | 0.02% | −1,263−9.7% | Reduced |
| Group One Trading, L.P. | 11,588 | $501.5K | 0.02% | −301,385−96.3% | Reduced |
| Modera Wealth Management, LLC | 11,553 | $500.0K | 0.01% | +8+0.1% | Added |
| Total Clarity Wealth Management, Inc. | 11,547 | $499.8K | 0.20% | −1,132−8.9% | Reduced |
| North Star Asset Management Inc | 11,512 | $498.2K | 0.03% | −1,117−8.8% | Reduced |
| Auxier Asset Management | 11,509 | $498.1K | 0.08% | 00.0% | Unchanged |
| Great Waters Wealth Management | 11,624 | $496.9K | 0.09% | +143+1.2% | Added |
| Continuum Advisory, LLC | 11,447 | $496.0K | 0.07% | +953+9.1% | Added |
| Concentric Wealth Management, LLC | 11,454 | $495.7K | 0.14% | +2,644+30.0% | Added |
| PFG Investments, LLC | 11,450 | $495.6K | 0.09% | −459−3.9% | Reduced |
| Hiley Hunt Wealth Management | 11,409 | $493.8K | 0.37% | +11,409 | New |
| Haverford Trust Co | 11,381 | $492.6K | 0.01% | −1,586−12.2% | Reduced |
| Defined Wealth Management, LLC | 11,375 | $492.3K | 0.38% | +55+0.5% | Added |
| Congress Wealth Management LLC | 11,346 | $491.1K | 0.01% | +11,346 | New |
| SS&H Financial Advisors, Inc. | 11,316 | $490.0K | 0.21% | −146−1.3% | Reduced |
| Rogco, LP | 11,182 | $484.0K | 0.21% | +10+0.1% | Added |
| Ignite Planners, LLC | 11,014 | $483.6K | 0.14% | −2,800−20.3% | Reduced |
| Aveo Capital Partners, LLC | 11,167 | $483.3K | 0.06% | +592+5.6% | Added |
| Institute for Wealth Management, LLC. | 11,135 | $481.9K | 0.08% | −77−0.7% | Reduced |
| Forum Financial Management, LP | 11,131 | $481.7K | 0.01% | −6,772−37.8% | Reduced |
| Ostrum Asset Management | 11,128 | $481.6K | 0.04% | −9,156−45.1% | Reduced |
| Premier Path Wealth Partners, LLC | 11,360 | $481.2K | 0.11% | +11,360 | New |
| Atomi Financial Group, Inc. | 11,118 | $481.2K | 0.07% | +11,118 | New |
| Lion Street Advisors, LLC | 11,110 | $480.8K | 0.20% | −414−3.6% | Reduced |
| Future Financial Wealth Managment LLC | 11,059 | $478.6K | 0.48% | +3,097+38.9% | Added |
| Lake Street Advisors Group, LLC | 10,892 | $476.7K | 0.02% | +617+6.0% | Added |
| Kavar Capital Partners Group, LLC | 11,010 | $476.5K | 0.05% | +3,005+37.5% | Added |
| Avestar Capital, LLC | 10,851 | $474.9K | 0.06% | −8,013−42.5% | Reduced |
| Rothschild Investment LLC | 10,971 | $474.8K | 0.04% | +10,971 | New |
| Alerus Financial NA | 10,934 | $473.2K | 0.04% | −59−0.5% | Reduced |
| Putnam Investments LLC | 10,914 | $472.4K | 0.00% | −1,893−14.8% | Reduced |
| White Pine Capital LLC | 10,910 | $472.2K | 0.18% | −706−6.1% | Reduced |
| Meridian Wealth Management, LLC | 10,884 | $471.1K | 0.03% | +536+5.2% | Added |
| Nixon Peabody Trust Co | 10,870 | $470.5K | 0.05% | −7,725−41.5% | Reduced |
| RDA Financial Network | 10,849 | $469.6K | 0.18% | +997+10.1% | Added |
| Boothbay Fund Management, LLC | 10,805 | $467.6K | 0.02% | +4,560+73.0% | Added |