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 |
|---|---|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 5,137 | $222.3K | 0.09% | +5,137 | New |
| Private Ocean, LLC | 5,121 | $221.6K | 0.02% | −1,453−22.1% | Reduced |
| Bogart Wealth, LLC | 5,113 | $221.3K | 0.01% | −533−9.4% | Reduced |
| Allstate Corp | 5,090 | $220.3K | 0.02% | +5,090 | New |
| FinTrust Capital Advisors, LLC | 5,088 | $220.2K | 0.04% | +212+4.3% | Added |
| Spinnaker Trust | 5,086 | $220.1K | 0.01% | +5,086 | New |
| OneAscent Financial Services LLC | 5,090 | $220.0K | 0.03% | −1,303−20.4% | Reduced |
| West Family Investments, Inc. | 5,078 | $219.8K | 0.07% | +5,078 | New |
| TrueWealth Advisors, LLC | 5,056 | $218.8K | 0.08% | +5,056 | New |
| Caldwell Trust Co | 5,041 | $218.2K | 0.03% | −379−7.0% | Reduced |
| Nations Financial Group Inc, | 5,037 | $218.0K | 0.02% | +5,037 | New |
| International Private Wealth Advisors LLC | 5,035 | $217.9K | 0.22% | +5,035 | New |
| Hyperion Capital Advisors LP | 5,000 | $216.4K | 0.12% | +5,000 | New |
| Purus Wealth Management, LLC | 4,978 | $215.5K | 0.12% | +4,978 | New |
| Progressive Investment Management Corp | 4,949 | $214.2K | 0.06% | +4,949 | New |
| Focused Wealth Management, Inc | 4,943 | $213.9K | 0.04% | +12+0.2% | Added |
| L2 Asset Management, LLC | 4,918 | $212.9K | 0.09% | +4,918 | New |
| Plimoth Trust Co LLC | 4,901 | $212.1K | 0.06% | +4,901 | New |
| AlphaMark Advisors, LLC | 4,907 | $212.0K | 0.08% | 00.0% | Unchanged |
| Selway Asset Management | 4,896 | $211.9K | 0.09% | +4,896 | New |
| Shulman DeMeo Asset Management LLC | 4,893 | $211.8K | 0.06% | +4,893 | New |
| TCI Wealth Advisors, Inc. | 4,890 | $211.6K | 0.02% | +4,890 | New |
| BancorpSouth Bank | 4,888 | $211.6K | 0.02% | +4,888 | New |
| Martin Capital Partners, LLC | 4,847 | $210.0K | 0.09% | −144,038−96.7% | Reduced |
| Cahaba Wealth Management, Inc. | 4,835 | $209.3K | 0.02% | −2,295−32.2% | Reduced |
| Priebe Wealth Holdings LLC | 4,824 | $208.8K | 0.17% | +4,824 | New |
| Uncommon Cents Investing LLC | 4,817 | $208.5K | 0.07% | +4,817 | New |
| Armstrong, Fleming & Moore, Inc | 4,812 | $208.3K | 0.16% | +4,812 | New |
| NorthCrest Asset Manangement, LLC | 4,812 | $208.3K | 0.01% | +4,812 | New |
| American Capital Advisory, LLC | 4,811 | $208.2K | 0.15% | +4,811 | New |
| Alan B. Lancz & Associates, Inc. | 4,750 | $205.6K | 0.22% | +4,750 | New |
| Tucker Asset Management LLC | 4,734 | $204.9K | 0.05% | +342+7.8% | Added |
| Beese Fulmer Investment Management, Inc. | 4,729 | $204.7K | 0.02% | +4,729 | New |
| Laurion Capital Management LP | 4,721 | $204.3K | 0.01% | −136,729−96.7% | Reduced |
| Madison Wealth Partners, Inc | 4,702 | $203.5K | 0.08% | +4,702 | New |
| NFP Retirement, Inc. | 4,698 | $203.3K | 0.03% | +4,698 | New |
| Welch Group, LLC | 4,683 | $202.7K | 0.01% | +4,683 | New |
| Blue Barn Wealth, LLC | 4,683 | $202.7K | 0.12% | +4,683 | New |
| Farmers National Bank | 4,673 | $202.2K | 0.06% | +4,673 | New |
| Roman Butler Fullerton & Co | 4,725 | $201.5K | 0.08% | +4,725 | New |
| Empower Advisory Group, LLC | 4,654 | $201.4K | 0.00% | +4,654 | New |
| Austin Private Wealth, LLC | 4,647 | $201.1K | 0.03% | +4,647 | New |
| Basepoint Wealth LLC | 4,646 | $201.1K | 0.16% | +4,646 | New |
| Silvia McColl Wealth Management, LLC | 4,627 | $200.3K | 0.18% | +4,627 | New |
| Ritter Daniher Financial Advisory LLC | 4,570 | $197.8K | 0.07% | −900−16.5% | Reduced |
| Indiana Trust & Investment Management CO | 4,424 | $191.5K | 0.09% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4,409 | $190.8K | 0.23% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,400 | $190.4K | 0.09% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,320 | $187.0K | 0.07% | −201−4.4% | Reduced |
| Glassman Wealth Services | 4,310 | $186.5K | 0.03% | +153+3.7% | Added |
| AJOVista, LLC | 4,300 | $186.1K | 0.23% | +4,300 | New |
| Ci Investments Inc. | 4,234 | $183.0K | 0.00% | −40,747−90.6% | Reduced |
| Founders Financial Alliance, LLC | 4,206 | $182.1K | 0.07% | +4,206 | New |
| CVA Family Office, LLC | 4,044 | $175.0K | 0.03% | +4,044 | New |
| Banque Cantonale Vaudoise | 4,051 | $175.0K | 0.01% | −22,286−84.6% | Reduced |
| Bruce G. Allen Investments, LLC | 4,027 | $174.3K | 0.16% | +4,027 | New |
| Richardson Capital Management LLC | 4,000 | $173.1K | 0.17% | +4,000 | New |
| Deseret Mutual Benefit Administrators | 3,951 | $171.0K | 0.10% | −787−16.6% | Reduced |
| Rakuten Investment Management, Inc. | 3,834 | $167.3K | 0.00% | +3,834 | New |
| Front Street Capital Management, Inc. | 3,775 | $163.0K | 0.03% | +136+3.7% | Added |
| Criterion Capital Advisors, LLC | 3,764 | $162.9K | 0.12% | +3,764 | New |
| EverSource Wealth Advisors, LLC | 3,757 | $162.6K | 0.01% | +285+8.2% | Added |
| Bank of New Hampshire | 3,517 | $152.2K | 0.04% | −40−1.1% | Reduced |
| Alta Advisers Ltd | 3,500 | $151.5K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,500 | $151.5K | 0.11% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 3,435 | $148.7K | 0.10% | −750−17.9% | Reduced |
| Northwest Capital Management Inc | 3,426 | $148.3K | 0.05% | −3,091−47.4% | Reduced |
| Carolinas Wealth Consulting LLC | 3,349 | $146.6K | 0.03% | +413+14.1% | Added |
| Retirement Group, LLC | 3,302 | $142.9K | 0.06% | −5,953−64.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 3,291 | $142.4K | 0.04% | +3,291 | New |
| Anchor Investment Management, LLC | 3,200 | $138.5K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,166 | $137.0K | 0.01% | +557+21.3% | Added |
| Cypress Capital Management LLC (WY) | 3,102 | $135.8K | 0.15% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,075 | $133.1K | 0.07% | −1,439−31.9% | Reduced |
| CoreFirst Bank & Trust | 2,975 | $128.8K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,967 | $128.0K | 0.05% | −6,076−67.2% | Reduced |
| Mendota Financial Group, LLC | 2,883 | $124.8K | 0.10% | +1,878+186.9% | Added |
| Sachetta, LLC | 2,856 | $123.7K | 0.06% | +2,856 | New |
| HM Payson & Co | 2,834 | $122.7K | 0.00% | −600−17.5% | Reduced |
| Game Plan Financial Advisors, LLC | 2,773 | $120.0K | 0.07% | +2,773 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,867 | $119.1K | 0.00% | −4,609−61.7% | Reduced |
| Washington Trust Co | 2,731 | $118.2K | 0.00% | +369+15.6% | Added |
| Heritage Wealth Advisors | 2,700 | $116.8K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,683 | $116.1K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 2,674 | $115.7K | 0.04% | −378−12.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,608 | $114.0K | 0.01% | +1,500+135.4% | Added |
| Quent Capital, LLC | 2,614 | $113.2K | 0.02% | +710+37.3% | Added |
| RFP Financial Group LLC | 2,572 | $111.3K | 0.05% | 00.0% | Unchanged |
| Garde Capital, Inc. | 2,537 | $110.0K | 0.01% | +2,537 | New |
| Grayhawk Investment Strategies Inc. | 2,500 | $108.2K | 0.06% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 2,500 | $108.2K | 0.10% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,500 | $108.2K | 0.61% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 2,500 | $108.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,478 | $107.3K | 0.02% | −500−16.8% | Reduced |
| REAP Financial Group, LLC | 2,477 | $107.2K | 0.03% | +2,477 | New |
| Resurgent Financial Advisors LLC | 2,417 | $104.6K | 0.06% | −1,057−30.4% | Reduced |
| Capital Analysts, LLC | 2,380 | $103.0K | 0.01% | +1,032+76.6% | Added |
| Covestor Ltd | 2,360 | $102.0K | 0.07% | −167−6.6% | Reduced |
| Abich Financial Wealth Management LLC | 2,265 | $98.0K | 0.09% | +2,265 | New |
| Larson Financial Group LLC | 2,252 | $97.5K | 0.01% | +18+0.8% | Added |