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 |
|---|---|---|---|---|---|
| NinePointTwo Capital | 6,647 | $287.0K | 0.11% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 6,612 | $286.2K | 0.24% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 6,608 | $286.0K | 0.13% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 6,515 | $285.2K | 0.06% | +6,515 | New |
| Thrive Capital Management, LLC | 6,587 | $285.1K | 0.15% | −3,379−33.9% | Reduced |
| Lindbrook Capital, LLC | 6,582 | $284.9K | 0.03% | +3,052+86.5% | Added |
| Community Bank & Trust, Waco, Texas | 6,551 | $284.0K | 0.08% | +45+0.7% | Added |
| Headinvest, LLC | 6,534 | $282.8K | 0.06% | −375−5.4% | Reduced |
| Acadian Asset Management LLC | 6,518 | $282.0K | 0.00% | +6,518 | New |
| Tilt Investment Management Holdings, PBC | 6,437 | $281.7K | 0.30% | +6,437 | New |
| Leo Wealth, LLC | 6,503 | $281.5K | 0.03% | +6,503 | New |
| Jeppson Wealth Management, LLC | 6,493 | $281.0K | 0.12% | +6,493 | New |
| Clarius Group, LLC | 6,486 | $280.7K | 0.02% | +6,486 | New |
| Intech Investment Management LLC | 6,484 | $280.6K | 0.00% | −14,443−69.0% | Reduced |
| Stewart & Patten Co LLC | 6,465 | $279.8K | 0.04% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 6,452 | $279.2K | 0.15% | −77−1.2% | Reduced |
| Capital Performance Advisors LLP | 6,428 | $278.2K | 0.12% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 6,413 | $277.6K | 0.00% | +11+0.2% | Added |
| Mechanics Financial Corp | 6,386 | $276.4K | 0.16% | +300+4.9% | Added |
| Cary Street Partners Asset Management LLC | 6,385 | $276.3K | 0.05% | −25−0.4% | Reduced |
| Keel Point, LLC | 6,376 | $276.0K | 0.03% | +6,376 | New |
| Catalyst Financial Partners LLC | 6,332 | $274.0K | 0.08% | −1,142−15.3% | Reduced |
| Investment House LLC | 6,325 | $273.7K | 0.02% | −300−4.5% | Reduced |
| Nilsine Partners, LLC | 6,321 | $273.6K | 0.04% | −1,009−13.8% | Reduced |
| Epiq Partners, LLC | 6,313 | $273.2K | 0.20% | 00.0% | Unchanged |
| Riverview Trust Co | 6,308 | $273.0K | 0.28% | +183+3.0% | Added |
| Ronald Blue Trust, Inc. | 8,279 | $273.0K | 0.00% | +1,280+18.3% | Added |
| Bond & Devick Financial Network, Inc. | 6,302 | $272.8K | 0.16% | −784−11.1% | Reduced |
| Northern Financial Advisors Inc | 6,292 | $272.3K | 0.23% | +6,292 | New |
| Ballast, Inc. | 6,282 | $271.9K | 0.09% | +6,282 | New |
| Hunter Associates Investment Management LLC | 6,221 | $270.0K | 0.05% | −71−1.1% | Reduced |
| Strategic Financial Concepts, LLC | 6,232 | $269.7K | 0.16% | +6,232 | New |
| FFT Wealth Management LLC | 6,224 | $269.4K | 0.02% | +6,224 | New |
| Cambridge Advisors Inc. | 6,216 | $269.0K | 0.07% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 6,215 | $269.0K | 0.07% | −3,018−32.7% | Reduced |
| MPS Loria Financial Planners, LLC | 6,212 | $268.9K | 0.09% | −7−0.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,175 | $267.3K | 0.01% | −76−1.2% | Reduced |
| Sunpointe, LLC | 6,081 | $266.2K | 0.34% | +6,081 | New |
| Marcum Wealth, LLC | 6,122 | $265.0K | 0.03% | −4,663−43.2% | Reduced |
| Arrien Investments, Inc. | 6,087 | $263.4K | 0.23% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 6,076 | $262.9K | 0.01% | +6,076 | New |
| Marble Harbor Investment Counsel, LLC | 6,044 | $261.6K | 0.03% | +6,044 | New |
| LexAurum Advisors, LLC | 6,025 | $260.8K | 0.07% | +6,025 | New |
| Keb Asset Management, LLC | 6,018 | $260.5K | 0.10% | +6,018 | New |
| Stonehearth Capital Management, LLC | 6,013 | $260.2K | 0.13% | +6,013 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,984 | $259.0K | 0.05% | −1,059−15.0% | Reduced |
| NTV Asset Management LLC | 5,957 | $257.8K | 0.04% | +5,957 | New |
| Alpha Family Trust | 5,925 | $256.4K | 0.17% | +5,925 | New |
| Hoxton Planning & Management, LLC | 5,922 | $256.0K | 0.14% | −941−13.7% | Reduced |
| Warren Averett Asset Management, LLC | 5,911 | $255.8K | 0.01% | −320−5.1% | Reduced |
| Walker Asset Management, LLC | 5,897 | $255.2K | 0.18% | +5,897 | New |
| Eaton Financial Holdings Company, LLC | 5,875 | $254.3K | 0.06% | −756−11.4% | Reduced |
| Emerald Advisors, LLC | 5,849 | $253.1K | 0.05% | +5,849 | New |
| Advisor Resource Council | 5,806 | $251.3K | 0.03% | +5,806 | New |
| Wade G W & Inc | 5,790 | $251.0K | 0.01% | −335−5.5% | Reduced |
| Philip James Wealth Mangement, LLC | 5,787 | $250.5K | 0.19% | +5,787 | New |
| McRae Capital Management Inc | 5,781 | $250.2K | 0.06% | +5,781 | New |
| Meridian Financial, LLC | 5,777 | $250.0K | 0.20% | +5,777 | New |
| Arden Trust Co | 5,775 | $249.9K | 0.04% | −1,771−23.5% | Reduced |
| Aberdeen Wealth Management LLC | 5,746 | $248.7K | 0.18% | +5,746 | New |
| Capital Investment Advisory Services, LLC | 5,685 | $246.0K | 0.02% | −2,109−27.1% | Reduced |
| Wendell David Associates Inc | 5,646 | $244.0K | 0.03% | +5,646 | New |
| Mayflower Financial Advisors, LLC | 5,623 | $243.4K | 0.03% | +5,623 | New |
| BNC Wealth Management, LLC | 5,586 | $241.8K | 0.11% | −1,400−20.0% | Reduced |
| Baker Boyer National Bank | 5,565 | $240.8K | 0.09% | −6,828−55.1% | Reduced |
| Marietta Investment Partners LLC | 5,555 | $240.4K | 0.06% | −622−10.1% | Reduced |
| JT Stratford LLC | 5,543 | $239.9K | 0.05% | −560−9.2% | Reduced |
| Financial Partners Group, LLC | 5,542 | $239.9K | 0.11% | −3,073−35.7% | Reduced |
| Fruth Investment Management | 5,500 | $238.0K | 0.07% | +5,500 | New |
| Chicago Capital, LLC | 5,484 | $237.3K | 0.01% | +5,484 | New |
| Farther Finance Advisors, LLC | 5,480 | $237.2K | 0.02% | +2,169+65.5% | Added |
| Horst & Graben Wealth Management LLC | 5,468 | $236.7K | 0.05% | +5,468 | New |
| Richardson Financial Services Inc. | 5,465 | $236.5K | 0.21% | +5,465 | New |
| FSA Wealth Management LLC | 5,451 | $236.0K | 0.11% | +5,451 | New |
| Patron Partners Advisors, LLC | 5,410 | $234.1K | 0.16% | −1,355−20.0% | Reduced |
| German American Bancorp, Inc. | 5,400 | $233.7K | 0.03% | +5,400 | New |
| Buttonwood Financial Advisors Inc. | 5,399 | $233.7K | 0.13% | +5,399 | New |
| Joel Isaacson & Co., LLC | 5,351 | $231.6K | 0.01% | +5,351 | New |
| Convergence Investment Partners, LLC | 5,340 | $231.0K | 0.12% | −39,187−88.0% | Reduced |
| Nicolet Bankshares Inc | 5,331 | $230.7K | 0.06% | +5,331 | New |
| Octavia Wealth Advisors, LLC | 5,256 | $230.1K | 0.04% | −2,649−33.5% | Reduced |
| Horan Securities, Inc. | 5,311 | $229.9K | 0.12% | +5,311 | New |
| Hikari Power Ltd | 5,300 | $229.0K | 0.02% | −296,630−98.2% | Reduced |
| Baron Wealth Management LLC | 5,290 | $229.0K | 0.13% | +5,290 | New |
| Guardian Wealth Advisors, LLC | 5,281 | $228.6K | 0.03% | −1,143−17.8% | Reduced |
| Harvest Fund Management Co., Ltd | 5,261 | $228.0K | 0.04% | −451−7.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,266 | $227.9K | 0.11% | +5,266 | New |
| Vertex Planning Partners, LLC | 5,261 | $227.7K | 0.07% | +5,261 | New |
| Advisory Alpha, LLC | 5,258 | $227.6K | 0.01% | +5,258 | New |
| Catalytic Wealth RIA, LLC | 5,249 | $227.2K | 0.10% | +5,249 | New |
| US Asset Management LLC | 5,222 | $226.0K | 0.22% | +5,222 | New |
| Kure Advisory, LLC | 5,208 | $225.4K | 0.12% | +5,208 | New |
| St Germain D J Co Inc | 5,201 | $225.1K | 0.01% | −530−9.2% | Reduced |
| KC Investment Advisors, LLC | 5,197 | $224.9K | 0.14% | +5,197 | New |
| Geller Advisors LLC | 5,131 | $224.6K | 0.02% | −4,905−48.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 5,184 | $224.4K | 0.02% | +5,184 | New |
| Veracity Capital LLC | 5,163 | $223.4K | 0.09% | +5,163 | New |
| Quest Investment Management LLC | 5,157 | $223.2K | 0.03% | +5,157 | New |
| MKT Advisors LLC | 5,093 | $223.1K | 0.15% | +5,093 | New |
| Obermeyer Wood Investment Counsel, LLLP | 5,151 | $222.9K | 0.02% | −2,038−28.3% | Reduced |