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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 47,844 | $2.09M | 0.06% | −8,176−14.6% | Reduced |
| Cubic Asset Management, LLC | 47,961 | $2.08M | 0.53% | −5,995−11.1% | Reduced |
| Strategic Planning Group, LLC | 47,728 | $2.07M | 0.69% | +47,728 | New |
| Arete Wealth Advisors, LLC | 47,605 | $2.06M | 0.16% | −477−1.0% | Reduced |
| SageView Advisory Group, LLC | 47,478 | $2.06M | 0.09% | +10,938+29.9% | Added |
| DCM Advisors, LLC | 47,521 | $2.06M | 0.74% | −329−0.7% | Reduced |
| InterOcean Capital Group, LLC | 47,483 | $2.06M | 0.06% | +1,590+3.5% | Added |
| Concurrent Investment Advisors, LLC | 47,348 | $2.05M | 0.10% | +47,348 | New |
| Claris Advisors, LLC | 46,949 | $2.03M | 1.12% | +34+0.1% | Added |
| Stratos Wealth Advisors, LLC | 46,934 | $2.03M | 0.12% | −46,283−49.7% | Reduced |
| Legacy Private Trust Co. | 46,793 | $2.03M | 0.16% | −5,065−9.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 46,769 | $2.02M | 0.13% | −2,608−5.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 46,687 | $2.02M | 0.41% | +143+0.3% | Added |
| TCTC Holdings, LLC | 46,460 | $2.01M | 0.07% | +1,403+3.1% | Added |
| Engineers Gate Manager LP | 46,291 | $2.00M | 0.06% | −186,316−80.1% | Reduced |
| KPP Advisory Services LLC | 46,275 | $2.00M | 1.76% | +69+0.1% | Added |
| Plancorp, LLC | 46,189 | $2.00M | 0.10% | +300+0.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 46,077 | $1.99M | 0.39% | −4,923−9.7% | Reduced |
| Altrafin AG | 46,000 | $1.99M | 0.77% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 45,950 | $1.99M | 0.02% | +16,350+55.2% | Added |
| Tredje AP-fonden | 45,871 | $1.99M | 0.02% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 45,646 | $1.98M | 0.65% | +74+0.2% | Added |
| Allworth Financial LP | 45,301 | $1.96M | 0.01% | +3,510+8.4% | Added |
| Western Wealth Management, LLC | 45,121 | $1.95M | 0.14% | +838+1.9% | Added |
| Everence Capital Management Inc | 45,077 | $1.95M | 0.14% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 45,042 | $1.95M | 0.32% | +1,199+2.7% | Added |
| Greenleaf Trust | 45,029 | $1.95M | 0.02% | −11,542−20.4% | Reduced |
| Lantz Financial LLC | 44,812 | $1.94M | 0.70% | +4,753+11.9% | Added |
| Viawealth, LLC | 44,735 | $1.94M | 1.33% | −5,641−11.2% | Reduced |
| Commerzbank Aktiengesellschaft | 44,656 | $1.93M | 0.08% | −5,695−11.3% | Reduced |
| Sawtooth Solutions, LLC | 44,360 | $1.92M | 0.05% | +7,814+21.4% | Added |
| Moloney Securities Asset Management, LLC | 44,296 | $1.92M | 0.31% | −404−0.9% | Reduced |
| Litman Gregory Asset Management LLC | 44,175 | $1.91M | 0.18% | −24,468−35.6% | Reduced |
| Intrua Financial, LLC | 44,053 | $1.91M | 0.30% | −469−1.1% | Reduced |
| Paradigm Asset Management Co LLC | 44,000 | $1.90M | 0.50% | −1,400−3.1% | Reduced |
| Woodmont Investment Counsel LLC | 43,904 | $1.90M | 0.18% | +11,076+33.7% | Added |
| Cannell Peter B & Co Inc | 43,789 | $1.90M | 0.06% | −1,475−3.3% | Reduced |
| Parsons Capital Management Inc | 43,377 | $1.88M | 0.13% | +3,196+8.0% | Added |
| Wellington Management Group LLP | 43,327 | $1.88M | 0.00% | −2,503−5.5% | Reduced |
| Curbstone Financial Management Corp | 43,320 | $1.87M | 0.43% | −3,000−6.5% | Reduced |
| CSM Advisors, LLC | 43,270 | $1.87M | 0.13% | −42−0.1% | Reduced |
| Independent Advisor Alliance | 43,121 | $1.87M | 0.07% | −6,839−13.7% | Reduced |
| NorthRock Partners, LLC | 42,644 | $1.87M | 0.08% | +21,334+100.1% | Added |
| Bill Few Associates, Inc. | 43,057 | $1.86M | 0.85% | −1,719−3.8% | Reduced |
| Studio Investment Management LLC | 43,026 | $1.86M | 0.48% | −8,594−16.6% | Reduced |
| Great Lakes Advisors, LLC | 42,688 | $1.85M | 0.02% | −27,236−39.0% | Reduced |
| Koss-Olinger Consulting, LLC | 42,593 | $1.84M | 0.18% | +29,206+218.2% | Added |
| StoneX Group Inc. | 42,026 | $1.84M | 0.18% | −10,052−19.3% | Reduced |
| Rockline Wealth Management, LLC | 42,360 | $1.83M | 0.76% | +42,360 | New |
| Sowell Financial Services LLC | 41,861 | $1.83M | 0.10% | +2,928+7.5% | Added |
| Pitcairn Co | 42,252 | $1.83M | 0.14% | −791−1.8% | Reduced |
| GeoWealth Management, LLC | 42,004 | $1.82M | 0.15% | +21,694+106.8% | Added |
| Stiles Financial Services Inc | 41,930 | $1.81M | 0.82% | −2,977−6.6% | Reduced |
| Portland Global Advisors LLC | 41,739 | $1.81M | 0.27% | −3,625−8.0% | Reduced |
| Dearborn Partners LLC | 41,688 | $1.80M | 0.07% | +1,230+3.0% | Added |
| Kerrisdale Advisers, LLC | 41,471 | $1.79M | 0.53% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 41,198 | $1.78M | 0.00% | +9,384+29.5% | Added |
| Steward Partners Investment Advisory, LLC | 41,180 | $1.78M | 0.02% | −404−1.0% | Reduced |
| Gotham Asset Management, LLC | 40,788 | $1.77M | 0.03% | +30+0.1% | Added |
| Northwest & Ethical Investments L.P. | 40,729 | $1.76M | 0.05% | −4,285−9.5% | Reduced |
| Wintrust Investments LLC | 40,704 | $1.76M | 0.17% | +2,503+6.6% | Added |
| Schnieders Capital Management LLC | 40,673 | $1.76M | 0.39% | +1,880+4.8% | Added |
| Bristlecone Advisors, LLC | 40,626 | $1.76M | 0.18% | +1,501+3.8% | Added |
| Assenagon Asset Management S.A. | 40,604 | $1.76M | 0.01% | −515−1.3% | Reduced |
| Principle Wealth Partners LLC | 40,504 | $1.75M | 0.15% | −5,236−11.4% | Reduced |
| FJ Investments, LLC | 40,384 | $1.75M | 0.08% | +40,384 | New |
| United Community Bank | 40,371 | $1.75M | 0.74% | +289+0.7% | Added |
| Gradient Investments LLC | 40,326 | $1.75M | 0.04% | +600+1.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 40,158 | $1.74M | 0.99% | −1,139−2.8% | Reduced |
| Redmond Asset Management, LLC | 40,108 | $1.74M | 0.56% | +4,734+13.4% | Added |
| First Horizon Advisors, Inc. | 40,096 | $1.74M | 0.06% | −10,578−20.9% | Reduced |
| SYSTM Wealth Solutions LLC | 39,649 | $1.72M | 0.24% | −6,438−14.0% | Reduced |
| Verdence Capital Advisors LLC | 39,702 | $1.72M | 0.17% | −1,140−2.8% | Reduced |
| Bleakley Financial Group, LLC | 39,561 | $1.71M | 0.05% | +3,015+8.2% | Added |
| Carret Asset Management, LLC | 39,244 | $1.70M | 0.22% | −540−1.4% | Reduced |
| Searle & Co. | 39,203 | $1.70M | 0.46% | +39,203 | New |
| Arbor Capital Management Inc | 39,448 | $1.69M | 1.27% | −80.0% | Reduced |
| Aviso Wealth Management | 38,682 | $1.67M | 1.21% | +38,682 | New |
| Gs Investments, Inc. | 38,577 | $1.67M | 0.87% | +143+0.4% | Added |
| Shell Asset Management Co | 38,452 | $1.66M | 0.08% | −9,766−20.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 38,439 | $1.66M | 0.00% | −13,522−26.0% | Reduced |
| Simmons Bank | 38,423 | $1.66M | 0.14% | −914−2.3% | Reduced |
| Great Valley Advisor Group, Inc. | 38,110 | $1.65M | 0.06% | +19,499+104.8% | Added |
| Motley Fool Wealth Management, LLC | 38,111 | $1.65M | 0.09% | −1,855−4.6% | Reduced |
| Welch & Forbes LLC | 37,767 | $1.63M | 0.02% | −94,633−71.5% | Reduced |
| Enterprise Financial Services Corp | 37,659 | $1.63M | 0.99% | −1,971−5.0% | Reduced |
| Weaver Capital Management LLC | 37,646 | $1.63M | 0.66% | +37,646 | New |
| McKinley Carter Wealth Services, Inc. | 37,615 | $1.63M | 0.12% | −3,470−8.4% | Reduced |
| CCLA Investment Management Ltd | 37,555 | $1.63M | 0.03% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 37,455 | $1.62M | 0.22% | −350−0.9% | Reduced |
| MAI Capital Management | 37,454 | $1.62M | 0.02% | +1,955+5.5% | Added |
| Cohen Klingenstein LLC | 37,300 | $1.61M | 0.07% | 00.0% | Unchanged |
| Cullinan Associates Inc | 37,118 | $1.61M | 0.09% | −67,692−64.6% | Reduced |
| Csenge Advisory Group | 37,030 | $1.60M | 0.10% | −283−0.8% | Reduced |
| Stieven Capital Advisors, L.P. | 37,000 | $1.60M | 0.34% | +37,000 | New |
| Cardinal Capital Management, Inc. | 36,941 | $1.60M | 0.08% | −8,180−18.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 36,933 | $1.60M | 0.03% | −19,015−34.0% | Reduced |
| Argus Investors' Counsel, Inc. | 36,908 | $1.60M | 1.03% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 36,600 | $1.58M | 0.54% | −5,150−12.3% | Reduced |
| Cornerstone Wealth Management, LLC | 36,437 | $1.58M | 0.14% | +4,109+12.7% | Added |