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 |
|---|---|---|---|---|---|
| Creegan & Nassoura Financial Group, LLC | 10,790 | $467.0K | 0.34% | −850−7.3% | Reduced |
| Eagle Rock Investment Company, LLC | 10,750 | $465.3K | 0.10% | −10,197−48.7% | Reduced |
| First Business Financial Services, Inc. | 10,743 | $465.0K | 0.05% | −191−1.7% | Reduced |
| Venture Visionary Partners LLC | 10,725 | $464.2K | 0.02% | +497+4.9% | Added |
| Atlas Brown,Inc. | 10,722 | $464.1K | 0.19% | −35−0.3% | Reduced |
| Everhart Financial Group, Inc. | 10,676 | $462.1K | 0.16% | +3,304+44.8% | Added |
| Boston Private Wealth LLC | 10,599 | $458.8K | 0.01% | +11+0.1% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,596 | $458.6K | 0.12% | 00.0% | Unchanged |
| City State Bank | 10,559 | $457.0K | 0.23% | −126−1.2% | Reduced |
| Sage Capital Advisors,llc | 10,559 | $457.0K | 0.15% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 10,547 | $456.5K | 0.17% | −50.0% | Reduced |
| Westpac Banking Corp | 10,535 | $456.0K | 0.04% | +461+4.6% | Added |
| Penobscot Investment Management Company, Inc. | 10,531 | $455.8K | 0.05% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 10,531 | $455.8K | 0.41% | +10,531 | New |
| Flputnam Investment Management Co | 10,440 | $451.8K | 0.01% | −7,864−43.0% | Reduced |
| Fairfield, Bush & Co. | 10,422 | $451.1K | 0.26% | −800−7.1% | Reduced |
| Arrow Financial Corp | 10,409 | $450.5K | 0.05% | −6,811−39.6% | Reduced |
| Ellevest, Inc. | 10,406 | $450.4K | 0.03% | −534−4.9% | Reduced |
| Affinity Investment Advisors, LLC | 10,398 | $450.0K | 0.31% | 00.0% | Unchanged |
| Greenfield Savings Bank | 10,376 | $449.1K | 0.26% | +1,337+14.8% | Added |
| Oxford Financial Group Ltd | 10,361 | $448.4K | 0.03% | −399−3.7% | Reduced |
| New Hampshire Trust | 10,291 | $445.4K | 0.11% | −270−2.6% | Reduced |
| KLR Investment Advisors, LLC | 10,175 | $445.4K | 0.32% | +495+5.1% | Added |
| Baldwin Brothers Inc | 10,276 | $444.7K | 0.03% | −239−2.3% | Reduced |
| Orleans Capital Management Corp | 10,250 | $443.6K | 0.30% | −850−7.7% | Reduced |
| Conning Inc. | 10,231 | $442.8K | 0.02% | +70+0.7% | Added |
| International Assets Investment Management, LLC | 10,212 | $442.0K | 0.06% | −884−8.0% | Reduced |
| Forza Wealth Management, LLC | 10,190 | $441.0K | 0.24% | +25+0.2% | Added |
| Trustmark National Bank Trust Department | 10,167 | $440.0K | 0.04% | +10,167 | New |
| Caldwell Sutter Capital, Inc. | 10,156 | $439.6K | 0.22% | −1,263−11.1% | Reduced |
| Beck Mack & Oliver LLC | 10,152 | $439.4K | 0.01% | −500−4.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,145 | $439.1K | 0.01% | +10,145 | New |
| Voya Financial Advisors, Inc. | 10,062 | $439.0K | 0.05% | +223+2.3% | Added |
| Brookstone Capital Management | 10,140 | $438.9K | 0.01% | −318−3.0% | Reduced |
| Security National Bank of Sioux City Iowa | 10,139 | $438.8K | 0.33% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 10,128 | $438.3K | 0.22% | −135−1.3% | Reduced |
| Cito Capital Group, LLC | 10,000 | $438.0K | 0.19% | +10,000 | New |
| Diversified Trust Co | 10,112 | $437.6K | 0.01% | +10,112 | New |
| Avidian Wealth Solutions, LLC | 10,105 | $437.4K | 0.03% | +2,089+26.1% | Added |
| Accurate Wealth Management, LLC | 10,176 | $435.7K | 0.14% | −703−6.5% | Reduced |
| Hendershot Investments Inc. | 10,066 | $435.7K | 0.07% | −175−1.7% | Reduced |
| Checchi Capital Advisers, LLC | 10,062 | $435.5K | 0.04% | +599+6.3% | Added |
| Symmetry Partners, LLC | 9,975 | $435.0K | 0.02% | 00.0% | Unchanged |
| Excalibur Management Corp | 9,924 | $434.1K | 0.20% | −167−1.7% | Reduced |
| Valmark Advisers, Inc. | 10,028 | $434.0K | 0.01% | −858−7.9% | Reduced |
| Steele Capital Management, Inc. | 10,009 | $433.2K | 0.03% | +10,009 | New |
| McGlone Suttner Wealth Management, Inc. | 9,995 | $432.6K | 0.09% | +777+8.4% | Added |
| Crawford Investment Counsel Inc | 9,957 | $430.9K | 0.01% | +972+10.8% | Added |
| Cahill Financial Advisors Inc | 9,952 | $430.7K | 0.06% | +1,393+16.3% | Added |
| Concord Wealth Partners | 9,897 | $428.4K | 0.09% | −1,169−10.6% | Reduced |
| CWA Asset Management Group, LLC | 9,837 | $425.7K | 0.03% | +9,837 | New |
| Accent Capital Management, LLC | 9,800 | $424.1K | 0.33% | +9,800 | New |
| Asset Dedication, LLC | 9,804 | $422.0K | 0.03% | +4,315+78.6% | Added |
| Lauer Wealth, LLC | 10,016 | $418.5K | 0.39% | +751+8.1% | Added |
| ICA Group Wealth Management, LLC | 9,659 | $418.1K | 0.09% | +20+0.2% | Added |
| McDonald Capital Investors Inc | 9,649 | $417.6K | 0.03% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 10,385 | $417.0K | 0.50% | −1,149−10.0% | Reduced |
| Chilton Investment Co LLC | 9,604 | $415.7K | 0.01% | −4,094−29.9% | Reduced |
| Adviser Investments LLC | 9,546 | $413.2K | 0.01% | +9,546 | New |
| Chemung Canal Trust Co | 9,526 | $412.3K | 0.09% | −1,072−10.1% | Reduced |
| Kolinsky Wealth Management, LLC | 9,491 | $410.8K | 0.36% | +1,710+22.0% | Added |
| Brevan Howard Capital Management LP | 9,481 | $410.3K | 0.04% | +9,481 | New |
| Cedrus LLC | 9,475 | $410.1K | 0.25% | +1,286+15.7% | Added |
| Duncker Streett & Co Inc | 9,437 | $408.4K | 0.09% | −51−0.5% | Reduced |
| Marco Investment Management LLC | 9,436 | $408.4K | 0.04% | +321+3.5% | Added |
| Renasant Bank | 9,429 | $408.1K | 0.33% | +430+4.8% | Added |
| Rossmore Private Capital | 9,395 | $406.6K | 0.06% | −325−3.3% | Reduced |
| Barr E S & Co | 9,389 | $406.4K | 0.03% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 9,818 | $403.2K | 0.47% | +9,818 | New |
| LSV Asset Management | 9,300 | $403.0K | 0.00% | 00.0% | Unchanged |
| Advisors Management Group Inc | 9,283 | $402.0K | 0.11% | −20−0.2% | Reduced |
| Sheets Smith Wealth Management | 9,264 | $400.9K | 0.06% | −1,749−15.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 9,250 | $400.3K | 0.05% | −330−3.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 9,249 | $400.3K | 0.02% | 00.0% | Unchanged |
| Romano Brothers and Company | 9,190 | $397.7K | 0.06% | −3,887−29.7% | Reduced |
| Paulson Wealth Management Inc. | 9,127 | $395.0K | 0.13% | −757−7.7% | Reduced |
| Eagle Harbor Asset Management Inc | 9,114 | $394.5K | 0.45% | +282+3.2% | Added |
| Hall Laurie J Trustee | 9,070 | $393.0K | 0.15% | −615−6.4% | Reduced |
| Hamilton Capital Partners Inc. | 9,050 | $391.7K | 0.08% | +2,150+31.2% | Added |
| Center for Financial Planning, Inc. | 9,029 | $390.8K | 0.07% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9,028 | $390.7K | 0.00% | +647+7.7% | Added |
| Modern Wealth Management, LLC | 9,005 | $389.7K | 0.05% | +9,005 | New |
| Benedetti & Gucer, Inc. | 8,997 | $389.4K | 0.20% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 8,984 | $388.8K | 0.02% | −1,420−13.6% | Reduced |
| Charles Schwab Trust Co | 8,969 | $388.2K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,950 | $387.4K | 0.02% | −19,467−68.5% | Reduced |
| Northwest Wealth Management, LLC | 8,949 | $387.3K | 0.12% | +67+0.8% | Added |
| Sebold Capital Management, Inc. | 8,919 | $386.0K | 0.29% | −66−0.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 8,907 | $385.5K | 0.10% | 00.0% | Unchanged |
| Bank of Stockton | 9,173 | $385.4K | 0.13% | +819+9.8% | Added |
| FIL Ltd | 8,887 | $384.6K | 0.00% | +8,407+1,751.5% | Added |
| Foundations Investment Advisors, LLC | 9,383 | $383.7K | 0.01% | −1,037−10.0% | Reduced |
| Live Oak Investment Partners | – | $382.9K | 0.35% | – | – |
| Verition Fund Management LLC | 8,755 | $378.9K | 0.00% | −36,099−80.5% | Reduced |
| Chase Investment Counsel Corp | 8,755 | $378.0K | 0.17% | +1,080+14.1% | Added |
| First Affirmative Financial Network | 8,730 | $377.8K | 0.30% | −96−1.1% | Reduced |
| Gladstone Institutional Advisory LLC | 8,715 | $377.2K | 0.02% | −1,436−14.1% | Reduced |
| Bragg Financial Advisors, Inc | 8,660 | $374.8K | 0.02% | −472−5.2% | Reduced |
| Delta Asset Management LLC | 8,603 | $372.3K | 0.04% | −252−2.8% | Reduced |
| LWMG, LLC | 8,577 | $371.2K | 0.09% | +74+0.9% | Added |