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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 36,157 | $1.56M | 0.09% | +1,813+5.3% | Added |
| Principal Securities, Inc. | 36,092 | $1.56M | 0.06% | +36,092 | New |
| Wealth Forward, LLC | 36,013 | $1.56M | 1.32% | +36,013 | New |
| Jump Financial, LLC | 35,909 | $1.55M | 0.05% | −42,079−54.0% | Reduced |
| Investment Management Corp of Ontario | 35,751 | $1.55M | 0.04% | +35,751 | New |
| Syverson Strege & Co | 35,723 | $1.55M | 0.60% | −56−0.2% | Reduced |
| South State Corp. | 35,715 | $1.55M | 0.13% | −527−1.5% | Reduced |
| Coppell Advisory Solutions LLC | 35,708 | $1.55M | 0.31% | +11,602+48.1% | Added |
| Aspiriant, LLC | 35,464 | $1.53M | 0.07% | +224+0.6% | Added |
| NewEdge Wealth, LLC | 35,449 | $1.53M | 0.04% | −2,633−6.9% | Reduced |
| Valeo Financial Advisors, LLC | 35,295 | $1.53M | 0.06% | +7,123+25.3% | Added |
| Impact Partnership Wealth, LLC | 35,122 | $1.52M | 0.56% | +4,774+15.7% | Added |
| Mainstay Capital Management LLC | 34,916 | $1.51M | 0.29% | +6,312+22.1% | Added |
| Investors Research Corp | 34,893 | $1.51M | 0.36% | 00.0% | Unchanged |
| Parthenon LLC | 34,858 | $1.51M | 0.21% | −196−0.6% | Reduced |
| Telemus Capital, LLC | 34,818 | $1.51M | 0.12% | +19,566+128.3% | Added |
| TCW Group Inc | 34,593 | $1.51M | 0.02% | +24,550+244.4% | Added |
| Scotia Capital Inc. | 34,724 | $1.50M | 0.01% | −288−0.8% | Reduced |
| Griffin Asset Management, Inc. | 34,709 | $1.50M | 0.19% | −783−2.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 34,684 | $1.50M | 0.03% | +4,400+14.5% | Added |
| Eukles Asset Management | 34,140 | $1.48M | 0.70% | +190+0.6% | Added |
| Evercore Wealth Management, LLC | 33,964 | $1.47M | 0.02% | −398−1.2% | Reduced |
| Delta Capital Management LLC | 33,870 | $1.47M | 1.02% | −40−0.1% | Reduced |
| RSM US Wealth Management LLC | 33,428 | $1.46M | 0.04% | +52+0.2% | Added |
| Hartford Financial Management Inc. | 33,700 | $1.46M | 0.33% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 33,643 | $1.46M | 0.28% | −17,823−34.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 33,586 | $1.45M | 0.23% | +33,586 | New |
| Proequities, Inc. | 33,062 | $1.45M | 0.10% | +1,860+6.0% | Added |
| SNS Financial Group, LLC | 32,989 | $1.44M | 0.17% | +2,829+9.4% | Added |
| Paradigm Financial Partners, LLC | 33,258 | $1.44M | 0.35% | +395+1.2% | Added |
| 1st Source Bank | 33,139 | $1.43M | 0.09% | −3,407−9.3% | Reduced |
| Boomfish Wealth Group, LLC | 32,917 | $1.42M | 1.03% | +32,917 | New |
| Vestcor Inc | 32,894 | $1.42M | 0.05% | −339−1.0% | Reduced |
| Bluefin Capital Management, LLC | 32,600 | $1.42M | 0.13% | +32,600 | New |
| Financial Advocates Investment Management | 32,649 | $1.41M | 0.09% | +2,802+9.4% | Added |
| Park Place Capital Corp | 32,423 | $1.40M | 0.56% | −470−1.4% | Reduced |
| Iams Wealth Management, LLC | 32,114 | $1.39M | 0.90% | −793−2.4% | Reduced |
| Buffington Mohr McNeal | 32,029 | $1.39M | 0.28% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 32,001 | $1.39M | 0.05% | +32,001 | New |
| First Hawaiian Bank | 31,986 | $1.38M | 0.04% | −529−1.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 31,970 | $1.38M | 0.07% | −2,513−7.3% | Reduced |
| River Wealth Advisors LLC | 31,938 | $1.38M | 0.22% | −5,923−15.6% | Reduced |
| Bray Capital Advisors | 31,904 | $1.38M | 0.38% | +1,218+4.0% | Added |
| Missouri Trust & Investment Co | 31,827 | $1.38M | 0.56% | −600−1.9% | Reduced |
| RMB Capital Management, LLC | 31,788 | $1.38M | 0.04% | −1,305−3.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 31,699 | $1.37M | 0.45% | −2,439−7.1% | Reduced |
| 17 Capital Partners, LLC | 31,648 | $1.37M | 1.26% | +31,648 | New |
| Provenance Wealth Advisors, LLC | 31,562 | $1.37M | 0.18% | +1,440+4.8% | Added |
| Ossiam | 31,543 | $1.37M | 0.02% | +3,722+13.4% | Added |
| Clear Street Markets LLC | 31,500 | $1.36M | 0.55% | +31,000+6,200.0% | Added |
| Cedar Wealth Management, LLC | 31,358 | $1.36M | 0.49% | +500+1.6% | Added |
| IMC-Chicago, LLC | 31,328 | $1.36M | 0.04% | −57,221−64.6% | Reduced |
| Courier Capital LLC | 31,240 | $1.35M | 0.10% | −267−0.8% | Reduced |
| First Financial Bank - Trust Division | 30,992 | $1.34M | 0.14% | −3,363−9.8% | Reduced |
| Midwest Financial Group LLC | 30,950 | $1.34M | 1.00% | −525−1.7% | Reduced |
| First Community Trust NA | 30,800 | $1.33M | 1.45% | −13,881−31.1% | Reduced |
| CAPROCK Group, Inc. | 30,423 | $1.33M | 0.09% | −2,044−6.3% | Reduced |
| United Fire Group Inc | 30,675 | $1.33M | 2.41% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 30,573 | $1.32M | 0.49% | +3,935+14.8% | Added |
| Bull Street Advisors, LLC | 30,442 | $1.32M | 0.67% | +60+0.2% | Added |
| Founders Financial Securities LLC | 30,419 | $1.32M | 0.15% | +2,141+7.6% | Added |
| Doliver Advisors, LP | 30,361 | $1.31M | 0.40% | −753−2.4% | Reduced |
| Fiduciary Group LLC | 30,355 | $1.31M | 0.15% | −4,203−12.2% | Reduced |
| HighPoint Advisor Group LLC | 30,145 | $1.31M | 0.09% | +30,145 | New |
| Alps Advisors Inc | 30,273 | $1.31M | 0.01% | −1,926−6.0% | Reduced |
| Pure Financial Advisors, Inc. | 30,213 | $1.31M | 0.05% | −1,657−5.2% | Reduced |
| Wealthspire Advisors, LLC | 30,207 | $1.31M | 0.02% | +760+2.6% | Added |
| Illinois Municipal Retirement Fund | 30,183 | $1.31M | 0.02% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 29,912 | $1.29M | 1.24% | +127+0.4% | Added |
| Veriti Management LLC | 29,876 | $1.29M | 0.12% | +7,272+32.2% | Added |
| Wealthcare Advisory Partners LLC | 29,825 | $1.29M | 0.05% | −436−1.4% | Reduced |
| Applied Capital LLC | 29,615 | $1.28M | 1.18% | −528−1.8% | Reduced |
| Belpointe Asset Management LLC | 29,313 | $1.27M | 0.11% | −7,823−21.1% | Reduced |
| Pensionmark Financial Group, LLC | 29,259 | $1.27M | 0.16% | +29,259 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 29,163 | $1.26M | 0.24% | −2,837−8.9% | Reduced |
| Everett Harris & Co | 29,067 | $1.26M | 0.02% | −5,024−14.7% | Reduced |
| Impax Asset Management Group plc | 28,979 | $1.25M | 0.01% | −4,888−14.4% | Reduced |
| Gould Capital, LLC | 28,776 | $1.25M | 0.91% | −382−1.3% | Reduced |
| Johnson Financial Group, Inc. | 28,372 | $1.24M | 0.07% | −27,241−49.0% | Reduced |
| LVW Advisors, LLC | 28,688 | $1.24M | 0.23% | +17,086+147.3% | Added |
| Mission Creek Capital Partners, Inc. | 28,670 | $1.24M | 0.32% | +2,808+10.9% | Added |
| Ascent Wealth Partners, LLC | 28,476 | $1.23M | 0.20% | −2,233−7.3% | Reduced |
| Profund Advisors LLC | 27,816 | $1.20M | 0.05% | +6,459+30.2% | Added |
| Aire Advisors, LLC | 27,669 | $1.20M | 0.30% | 00.0% | Unchanged |
| Lindenwold Advisors | 27,628 | $1.20M | 0.68% | −3,284−10.6% | Reduced |
| Cable Hill Partners, LLC | 27,200 | $1.20M | 0.15% | −2,968−9.8% | Reduced |
| Global Retirement Partners, LLC | 28,886 | $1.20M | 0.05% | +1,352+4.9% | Added |
| DFPG Investments, LLC | 27,868 | $1.19M | 0.09% | −2,806−9.1% | Reduced |
| Harbour Investments, Inc. | 27,367 | $1.18M | 0.05% | +4,491+19.6% | Added |
| Hayek Kallen Investment Management | 27,359 | $1.18M | 0.49% | −858−3.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 27,330 | $1.18M | 0.22% | +823+3.1% | Added |
| Resources Investment Advisors, LLC. | 27,238 | $1.18M | 0.02% | +2,083+8.3% | Added |
| Integrated Wealth Concepts LLC | 27,215 | $1.18M | 0.02% | −19,187−41.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 27,186 | $1.18M | 0.27% | +842+3.2% | Added |
| Stableford Capital II LLC | 27,304 | $1.17M | 0.50% | +212+0.8% | Added |
| Private Trust Co NA | 26,992 | $1.17M | 0.14% | +580+2.2% | Added |
| Brighton Jones LLC | 26,931 | $1.17M | 0.05% | −156−0.6% | Reduced |
| Trust Co of Toledo NA | 26,906 | $1.16M | 0.20% | +2,192+8.9% | Added |
| Peloton Wealth Strategists | 26,875 | $1.16M | 0.50% | −4,525−14.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 26,795 | $1.16M | 0.07% | −4,998−15.7% | Reduced |