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 |
|---|---|---|---|---|---|
| HRC Wealth Management, LLC | 8,574 | $371.1K | 0.32% | +8,574 | New |
| M&R Capital Management Inc | 8,532 | $369.3K | 0.09% | −3,168−27.1% | Reduced |
| Sterling Investment Counsel, LLC | 8,505 | $368.1K | 0.19% | +815+10.6% | Added |
| Imprint Wealth LLC | 8,336 | $364.9K | 0.29% | +722+9.5% | Added |
| Berger Financial Group, Inc | 8,429 | $364.8K | 0.04% | −1,900−18.4% | Reduced |
| Prosperity Consulting Group, LLC | 8,413 | $364.1K | 0.12% | +8,413 | New |
| Liberty Wealth Management LLC | 8,418 | $364.0K | 0.08% | +35+0.4% | Added |
| Los Angeles Capital Management LLC | 8,396 | $363.4K | 0.00% | −18,697−69.0% | Reduced |
| Laurel Wealth Advisors LLC | 8,385 | $362.9K | 0.07% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 8,343 | $361.1K | 0.06% | −2,027−19.5% | Reduced |
| Thrive Wealth Management, LLC | 8,327 | $360.4K | 0.08% | −2,426−22.6% | Reduced |
| Hummer Financial Advisory Services Inc | 8,212 | $359.4K | 0.33% | −200−2.4% | Reduced |
| Ellenbecker Investment Group | 8,307 | $359.0K | 0.08% | +165+2.0% | Added |
| Mitchell Capital Management Co | 8,250 | $357.1K | 0.08% | 00.0% | Unchanged |
| McAdam, LLC | 8,234 | $356.4K | 0.03% | −14−0.2% | Reduced |
| Lloyd Advisory Services, LLC. | 8,189 | $354.4K | 0.17% | −2,464−23.1% | Reduced |
| Core Alternative Capital | 8,188 | $354.4K | 0.06% | +7,323+846.6% | Added |
| Lincoln Capital LLC | 8,180 | $354.0K | 0.09% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 8,143 | $352.4K | 0.00% | −949−10.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,122 | $351.5K | 0.06% | −4,179−34.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,108 | $350.9K | 0.03% | −632−7.2% | Reduced |
| City Holding Co | 8,095 | $350.3K | 0.06% | −1,381−14.6% | Reduced |
| Burt Wealth Advisors | 8,080 | $349.7K | 0.10% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 8,073 | $349.3K | 0.15% | −600−6.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 8,062 | $348.9K | 0.09% | −216−2.6% | Reduced |
| Eudaimonia Partners, LLC | 8,031 | $347.6K | 0.09% | −1,278−13.7% | Reduced |
| Cooper Financial Group | 7,981 | $345.4K | 0.06% | +135+1.7% | Added |
| Spire Wealth Management | 8,204 | $344.7K | 0.01% | +145+1.8% | Added |
| Miracle Mile Advisors, LLC | 7,938 | $343.6K | 0.01% | −9,346−54.1% | Reduced |
| Paladin Advisory Group, LLC | 7,885 | $341.3K | 0.28% | −2,237−22.1% | Reduced |
| Trinity Financial Advisors LLC | 7,881 | $341.1K | 0.17% | −923−10.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,808 | $337.9K | 0.04% | +7,808 | New |
| Greater Midwest Financial Group, LLC | 7,804 | $337.8K | 0.23% | +7,804 | New |
| Choate Investment Advisors | 7,804 | $337.8K | 0.01% | −787−9.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,779 | $336.7K | 0.03% | −1,708−18.0% | Reduced |
| Brand Asset Management Group, Inc. | 7,711 | $333.7K | 0.15% | +7,711 | New |
| Soltis Investment Advisors LLC | 7,699 | $333.2K | 0.04% | −362−4.5% | Reduced |
| STAR Financial Bank | 7,672 | $332.0K | 0.30% | +150+2.0% | Added |
| Allegheny Financial Group LTD | 7,667 | $331.8K | 0.11% | +30.0% | Added |
| Concorde Asset Management, LLC | 7,667 | $331.8K | 0.23% | −10.0% | Reduced |
| Desjardins Global Asset Management Inc. | 7,650 | $331.1K | 0.04% | +108+1.4% | Added |
| Sanders Morris Harris LLC | 7,560 | $330.9K | 0.16% | 00.0% | Unchanged |
| Boltwood Capital Management | 7,600 | $328.9K | 0.11% | −250−3.2% | Reduced |
| Riverbridge Partners LLC | 7,554 | $326.9K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 7,582 | $325.6K | 0.12% | −157−2.0% | Reduced |
| LBMC Investment Advisors, LLC | 7,521 | $325.5K | 0.03% | +35+0.5% | Added |
| Kensington Investment Counsel, LLC | 7,483 | $323.9K | 0.17% | −1,352−15.3% | Reduced |
| First Citizens Financial Corp | 7,454 | $322.6K | 0.21% | −115−1.5% | Reduced |
| Byrne Asset Management LLC | 7,330 | $322.1K | 0.25% | −300−3.9% | Reduced |
| Rise Advisors, LLC | 7,435 | $321.8K | 0.22% | +810+12.2% | Added |
| Renaissance Investment Group LLC | 7,430 | $321.6K | 0.08% | −15,258−67.3% | Reduced |
| Pallas Capital Advisors LLC | 7,428 | $321.5K | 0.02% | −1,930−20.6% | Reduced |
| Tobam | 7,368 | $319.0K | 0.03% | −783−9.6% | Reduced |
| Trifecta Capital Advisors, LLC | 7,310 | $316.4K | 0.09% | −47,189−86.6% | Reduced |
| Beacon Financial Group | 7,306 | $316.2K | 0.04% | −270−3.6% | Reduced |
| Kathmere Capital Management, LLC | 7,298 | $315.9K | 0.04% | +39+0.5% | Added |
| Capital Asset Advisory Services LLC | 7,294 | $315.7K | 0.02% | −1,007−12.1% | Reduced |
| Smartleaf Asset Management LLC | 7,235 | $315.5K | 0.08% | +7,235 | New |
| Osborne Partners Capital Management, LLC | 7,275 | $314.9K | 0.02% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 7,251 | $313.8K | 0.03% | −415−5.4% | Reduced |
| Laraway Financial Inc | 7,238 | $313.3K | 0.30% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 7,234 | $313.1K | 0.12% | −2,237−23.6% | Reduced |
| Moseley Investment Management Inc | 7,206 | $311.9K | 0.17% | −1,562−17.8% | Reduced |
| Rehmann Capital Advisory Group | 7,204 | $311.8K | 0.03% | +198+2.8% | Added |
| FSB Premier Wealth Management, Inc. | 7,202 | $311.7K | 0.16% | +7,202 | New |
| Barlow Wealth Partners, Inc. | 7,188 | $311.1K | 0.04% | +7,188 | New |
| Penserra Capital Management LLC | 7,205 | $311.0K | 0.01% | −1,512−17.3% | Reduced |
| Summit X, LLC | 7,152 | $309.5K | 0.09% | +7+0.1% | Added |
| AlphaStar Capital Management, LLC | 7,146 | $309.3K | 0.03% | +7,146 | New |
| Human Investing LLC | 7,136 | $308.8K | 0.07% | +10.0% | Added |
| Wedgewood Investors Inc | 7,114 | $307.9K | 0.38% | +7+0.1% | Added |
| TrinityPoint Wealth, LLC | 7,110 | $307.7K | 0.06% | +7,110 | New |
| Fusion Capital, LLC | 7,103 | $307.4K | 0.16% | +7,103 | New |
| Liberty Capital Management, Inc. | 7,090 | $306.9K | 0.08% | −250−3.4% | Reduced |
| MCF Advisors LLC | 7,009 | $305.8K | 0.02% | −1,186−14.5% | Reduced |
| Oarsman Capital, Inc. | 7,052 | $305.2K | 0.08% | +7,052 | New |
| First Interstate Bank | 7,046 | $305.0K | 0.02% | −520−6.9% | Reduced |
| Yacktman Asset Management LP | 7,000 | $303.0K | 0.00% | 00.0% | Unchanged |
| BSW Wealth Partners | 6,992 | $302.6K | 0.06% | −1,039−12.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 6,969 | $301.6K | 0.05% | −200−2.8% | Reduced |
| Peak Asset Management, LLC | 6,959 | $301.2K | 0.07% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,913 | $299.2K | 0.03% | −435−5.9% | Reduced |
| First Trust Investment Solutions L.P. | 6,912 | $299.2K | 0.06% | +6,912 | New |
| Country Club Bank | 6,847 | $298.7K | 0.02% | −441−6.1% | Reduced |
| Terry L. Blaker | 6,873 | $297.4K | 0.02% | −11,746−63.1% | Reduced |
| Aigen Investment Management, LP | 6,857 | $296.8K | 0.05% | +6,857 | New |
| Central Bank & Trust Co | 6,851 | $296.4K | 0.05% | −61−0.9% | Reduced |
| Coastal Investment Advisors, Inc. | 6,836 | $295.9K | 0.07% | −1,618−19.1% | Reduced |
| Boston Family Office LLC | 6,816 | $295.0K | 0.02% | +493+7.8% | Added |
| Transcend Wealth Collective, LLC | 6,811 | $294.8K | 0.03% | +218+3.3% | Added |
| Intrinsic Value Partners, LLC | 6,749 | $292.1K | 0.34% | −1,940−22.3% | Reduced |
| Hardy Reed LLC | 6,748 | $292.1K | 0.04% | −113−1.6% | Reduced |
| Paragon Capital Management Ltd | 6,726 | $291.1K | 0.06% | −1,413−17.4% | Reduced |
| Level Four Advisory Services, LLC | 6,721 | $290.9K | 0.02% | −1,192−15.1% | Reduced |
| Stephenson National Bank & Trust | 6,704 | $290.1K | 0.14% | −5,573−45.4% | Reduced |
| Northwest Investment Counselors, LLC | 6,700 | $290.0K | 0.08% | −110−1.6% | Reduced |
| RK Capital Management, LLC | 6,700 | $290.0K | 0.14% | +6,700 | New |
| JNBA Financial Advisors | 6,683 | $289.3K | 0.03% | −29−0.4% | Reduced |
| Cutler Group LP | 6,688 | $289.0K | 0.04% | −1,729−20.5% | Reduced |
| Crestwood Advisors Group LLC | 6,677 | $289.0K | 0.01% | −799−10.7% | Reduced |