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 |
|---|---|---|---|---|---|
| Spartan Planning & Wealth Management | 2,232 | $96.6K | 0.10% | +2,227+44,540.0% | Added |
| Pacific Center for Financial Services | 2,188 | $94.7K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 2,470 | $94.1K | 0.09% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,147 | $92.9K | 0.01% | −3−0.1% | Reduced |
| Adirondack Trust Co | 2,204 | $92.5K | 0.04% | −14−0.6% | Reduced |
| Loomis Sayles & Co L P | 2,136 | $92.0K | 0.00% | −95−4.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,986 | $86.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,982 | $85.8K | 0.02% | −248−11.1% | Reduced |
| Security National Bank | 1,920 | $83.1K | 0.02% | +1,920 | New |
| JJJ Advisors Inc. | 1,845 | $80.3K | 0.02% | −6,282−77.3% | Reduced |
| Key Financial Inc | 1,828 | $79.1K | 0.02% | −81−4.2% | Reduced |
| Tradewinds Capital Management, LLC | 1,792 | $77.6K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,748 | $76.5K | 0.01% | −923−34.6% | Reduced |
| First Personal Financial Services | 1,750 | $75.7K | 0.02% | −500−22.2% | Reduced |
| First Foundation Advisors | 1,740 | $75.3K | 0.00% | +1,740 | New |
| CarsonAllaria Wealth Management, Ltd. | 1,687 | $73.0K | 0.05% | +1+0.1% | Added |
| Cetera Trust Company, N.A | 1,662 | $71.9K | 0.04% | +1,662 | New |
| UniSuper Management Pty Ltd | 1,643 | $71.1K | 0.00% | +1,643 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,600 | $69.3K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,575 | $68.9K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,550 | $67.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,532 | $66.4K | 0.03% | +1,401+1,069.5% | Added |
| Institutional & Family Asset Management, LLC | 1,478 | $64.0K | 0.01% | +61+4.3% | Added |
| Pin Oak Investment Advisors Inc | 1,446 | $63.0K | 0.06% | +850+142.6% | Added |
| Blue Bell Private Wealth Management, LLC | 1,445 | $62.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,408 | $60.9K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,405 | $60.8K | 0.01% | +400+39.8% | Added |
| Laffer Tengler Investments | 1,357 | $58.7K | 0.02% | −6−0.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,315 | $57.0K | 0.01% | −228−14.8% | Reduced |
| Osterweis Capital Management Inc | 1,309 | $56.7K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 1,300 | $56.3K | 0.04% | +1,300 | New |
| First Command Advisory Services, Inc. | 1,296 | $56.1K | 0.00% | +223+20.8% | Added |
| Edmond de Rothschild Holding S.A. | 1,259 | $54.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,250 | $54.1K | 0.01% | +223+21.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,250 | $54.1K | 0.02% | +1,250 | New |
| Hanson & Doremus Investment Management | 1,250 | $54.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,242 | $54.0K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,227 | $53.1K | 0.01% | −298−19.5% | Reduced |
| Rakuten Securities, Inc. | 1,217 | $52.7K | 0.04% | +1,217 | New |
| Mark Sheptoff Financial Planning, LLC | 1,200 | $51.9K | 0.03% | −300−20.0% | Reduced |
| Highlander Capital Management, LLC | 1,200 | $51.9K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,195 | $51.0K | 0.00% | +6+0.5% | Added |
| Bellevue Asset Management, LLC | 1,166 | $50.5K | 0.04% | +7+0.6% | Added |
| Bell Investment Advisors, Inc | 1,164 | $50.4K | 0.01% | +245+26.7% | Added |
| Rosenberg Matthew Hamilton | 1,157 | $50.1K | 0.02% | +489+73.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,150 | $49.8K | 0.02% | +1,150 | New |
| Tortoise Investment Management, LLC | 1,127 | $48.8K | 0.01% | +61+5.7% | Added |
| CNB Bank | 1,116 | $48.3K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,102 | $47.7K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1,101 | $47.7K | 0.01% | +1,101 | New |
| Compass Wealth Management LLC | 1,100 | $47.6K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 1,090 | $47.2K | 0.01% | −580−34.7% | Reduced |
| Friedenthal Financial | 1,068 | $46.2K | 0.03% | +1,068 | New |
| Quarry LP | 1,032 | $44.7K | 0.02% | +1,032 | New |
| West Branch Capital LLC | 1,021 | $44.2K | 0.02% | −696−40.5% | Reduced |
| Plato Investment Management Ltd | 1,010 | $43.7K | 0.05% | +1,010 | New |
| American State Bank (Iowa) | 1,003 | $43.4K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,000 | $43.3K | 0.04% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $43.3K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 990 | $42.8K | 0.02% | −11,256−91.9% | Reduced |
| Colonial Trust Co | 988 | $42.8K | 0.01% | −46−4.4% | Reduced |
| Old Second National Bank of Aurora | 949 | $41.1K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 938 | $40.6K | 0.01% | +938 | New |
| Kelly Financial Services LLC | 933 | $40.4K | 0.02% | +249+36.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 924 | $40.0K | 0.00% | −3,054−76.8% | Reduced |
| Cedar Mountain Advisors, LLC | 899 | $38.9K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 885 | $38.3K | 0.01% | +885 | New |
| Gables Capital Management Inc. | 865 | $37.4K | 0.02% | +200+30.1% | Added |
| Versant Capital Management, Inc | 864 | $37.4K | 0.01% | −228−20.9% | Reduced |
| American National Bank | 864 | $37.4K | 0.01% | +8+0.9% | Added |
| WFA Asset Management Corp | 863 | $37.4K | 0.02% | +12+1.4% | Added |
| MV Capital Management, Inc. | 816 | $35.3K | 0.00% | +61+8.1% | Added |
| GPS Wealth Strategies Group, LLC | 810 | $35.1K | 0.01% | +120+17.4% | Added |
| Beaird Harris Wealth Management, LLC | 770 | $33.3K | 0.00% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 990 | $33.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 759 | $32.8K | 0.02% | +11+1.5% | Added |
| Naples Money Management LLC | 700 | $30.3K | 0.03% | +700 | New |
| DT Investment Partners, LLC | 692 | $30.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 684 | $29.6K | 0.01% | −31−4.3% | Reduced |
| Archer Investment Corp | 679 | $29.4K | 0.01% | −300−30.6% | Reduced |
| Venturi Wealth Management, LLC | 678 | $29.3K | 0.00% | +98+16.9% | Added |
| Perkins Coie Trust Co | 648 | $28.0K | 0.01% | −95−12.8% | Reduced |
| Webster Bank, N. A. | 646 | $28.0K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 633 | $27.4K | 0.01% | +633 | New |
| Pension & Wealth Management Advisors, Inc. | 625 | $27.1K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 610 | $26.4K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 608 | $26.3K | 0.01% | −23−3.6% | Reduced |
| Hollencrest Capital Management | 601 | $26.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 600 | $26.0K | 0.01% | +600 | New |
| BKM Wealth Management, LLC | 597 | $25.8K | 0.01% | +597 | New |
| Sound Income Strategies, LLC | 595 | $25.8K | 0.00% | +56+10.4% | Added |
| Winch Advisory Services, LLC | 587 | $25.4K | 0.01% | +8+1.4% | Added |
| Leonteq Securities AG | 585 | $25.3K | 0.00% | −6,995−92.3% | Reduced |
| CGC Financial Services, LLC | 575 | $24.9K | 0.01% | +575 | New |
| Clarity Asset Management, Inc. | 537 | $23.3K | 0.02% | +537 | New |
| Cornerstone Planning Group LLC | 537 | $23.2K | 0.01% | −27−4.8% | Reduced |
| Nemes Rush Group LLC | 529 | $22.9K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 507 | $21.9K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 505 | $21.9K | 0.00% | 00.0% | Unchanged |