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, Q1 2024
Institutional positions in US Bancorp DE as of Mar 31, 2024. 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
- 1,705
- +19 vs. Q4 2023
- Shares held
- 1.22B
- +9.07M (+0.7%) vs. Q4 2023
- Total value
- $54.6B
- +$2.02B (+3.8%) vs. Q4 2023
- New holders
- 132
- 649 more added
- Sold out
- 113
- 689 more reduced
26 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding US Bancorp DE; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Foundation Advisors | 1,840 | $82.2K | 0.00% | +100+5.7% | Added |
| Viking Fund Management LLC | 1,840 | $82.2K | 0.01% | +1,600+666.7% | Added |
| JJJ Advisors Inc. | 1,848 | $83.1K | 0.02% | +3+0.2% | Added |
| Main Street Group, LTD | 1,923 | $85.3K | 0.04% | +1,323+220.5% | Added |
| First Command Advisory Services, Inc. | 1,916 | $85.6K | 0.00% | +620+47.8% | Added |
| Security National Bank | 1,920 | $85.8K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,982 | $88.6K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,050 | $91.6K | 0.06% | −925−31.1% | Reduced |
| Harbor Investment Advisory, LLC | 2,067 | $92.4K | 0.01% | +81+4.1% | Added |
| Oakworth Capital, Inc. | 2,084 | $93.2K | 0.01% | −63−2.9% | Reduced |
| Loomis Sayles & Co L P | 2,103 | $94.0K | 0.00% | −33−1.5% | Reduced |
| Adirondack Trust Co | 2,111 | $94.4K | 0.04% | −93−4.2% | Reduced |
| Harvest Fund Management Co., Ltd | 2,143 | $96.0K | 0.01% | −3,118−59.3% | Reduced |
| Pacific Center for Financial Services | 2,188 | $97.8K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,201 | $98.4K | 0.00% | −499−18.5% | Reduced |
| Hoese & Co LLP | 2,470 | $103.6K | 0.09% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,478 | $110.8K | 0.02% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 2,500 | $111.8K | 0.10% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 2,500 | $111.8K | 0.51% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,500 | $111.8K | 0.60% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 2,500 | $112.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,735 | $112.3K | 0.00% | −132−4.6% | Reduced |
| Evermay Wealth Management LLC | 2,511 | $113.4K | 0.02% | +763+43.6% | Added |
| RFP Financial Group LLC | 2,572 | $115.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,608 | $117.6K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,683 | $119.9K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,752 | $123.0K | 0.04% | +2,588+1,578.0% | Added |
| Sachetta, LLC | 2,856 | $123.7K | 0.06% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,817 | $125.9K | 0.04% | +2,817 | New |
| HM Payson & Co | 2,834 | $126.7K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,912 | $130.2K | 0.06% | +2,912 | New |
| Operose Advisors LLC | 2,914 | $130.3K | 0.04% | −1,406−32.5% | Reduced |
| JFS Wealth Advisors, LLC | 2,928 | $130.9K | 0.01% | −238−7.5% | Reduced |
| Quent Capital, LLC | 2,941 | $131.5K | 0.02% | +327+12.5% | Added |
| Washington Trust Co | 2,948 | $131.8K | 0.00% | +217+7.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,973 | $133.6K | 0.05% | +1,441+94.1% | Added |
| Optimum Investment Advisors | 3,075 | $137.5K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,094 | $138.0K | 0.01% | +714+30.0% | Added |
| Cypress Capital Management LLC (WY) | 3,102 | $138.7K | 0.15% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,200 | $143.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 3,321 | $148.4K | 0.09% | −114−3.3% | Reduced |
| FRG Family Wealth Advisors LLC | 3,658 | $148.6K | 0.03% | +3,658 | New |
| EnRich Financial Partners LLC | 3,325 | $148.6K | 0.06% | +3,325 | New |
| American Capital Advisory, LLC | 4,161 | $150.0K | 0.13% | −650−13.5% | Reduced |
| Abich Financial Wealth Management LLC | 3,370 | $150.6K | 0.12% | +1,105+48.8% | Added |
| Northwest Capital Management Inc | 3,438 | $153.7K | 0.05% | +12+0.4% | Added |
| Carolinas Wealth Consulting LLC | 3,410 | $154.1K | 0.03% | +61+1.8% | Added |
| Alta Advisers Ltd | 3,500 | $156.4K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,500 | $156.4K | 0.11% | 00.0% | Unchanged |
| Retirement Group, LLC | 3,500 | $156.4K | 0.06% | +198+6.0% | Added |
| Bank of New Hampshire | 3,517 | $157.2K | 0.04% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 3,593 | $160.6K | 0.11% | −171−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 4,393 | $178.5K | 0.01% | +636+16.9% | Added |
| Allianz SE | 4,000 | $178.8K | 0.01% | +4,000 | New |
| CVA Family Office, LLC | 4,056 | $181.3K | 0.03% | +12+0.3% | Added |
| Deseret Mutual Benefit Administrators | 4,117 | $184.0K | 0.09% | +166+4.2% | Added |
| Acadian Asset Management LLC | 4,308 | $191.0K | 0.00% | −2,210−33.9% | Reduced |
| Clear Street Markets LLC | 4,300 | $192.0K | 0.09% | −27,200−86.3% | Reduced |
| Bruce G. Allen Investments, LLC | 4,325 | $193.3K | 0.16% | +298+7.4% | Added |
| Lockerman Financial Group, Inc. | 4,479 | $200.2K | 0.38% | +4,479 | New |
| Skopos Labs, Inc. | 4,591 | $201.8K | 0.09% | +4,591 | New |
| Augustine Asset Management Inc | 4,518 | $202.0K | 0.08% | +4,518 | New |
| Plimoth Trust Co LLC | 4,526 | $202.3K | 0.05% | −375−7.7% | Reduced |
| Evoke Wealth, LLC | 4,485 | $202.7K | 0.01% | +4,485 | New |
| Leo Wealth, LLC | 4,536 | $202.7K | 0.02% | −1,967−30.2% | Reduced |
| GSB Wealth Management, LLC | 4,551 | $203.4K | 0.06% | +4,551 | New |
| Ritter Daniher Financial Advisory LLC | 4,570 | $204.3K | 0.07% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 4,576 | $204.5K | 0.07% | +4,576 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,576 | $204.6K | 0.06% | +4,576 | New |
| Baker Boyer National Bank | 4,577 | $204.6K | 0.07% | −988−17.8% | Reduced |
| Indiana Trust & Investment Management CO | 4,577 | $204.6K | 0.08% | +153+3.5% | Added |
| Patron Partners Advisors, LLC | 4,578 | $204.6K | 0.12% | −832−15.4% | Reduced |
| Priebe Wealth Holdings LLC | 4,579 | $204.7K | 0.16% | −245−5.1% | Reduced |
| Farmers National Bank | 4,594 | $205.4K | 0.06% | −79−1.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,596 | $205.4K | 0.03% | +4,596 | New |
| Fidelis Capital Partners, LLC | 4,616 | $206.3K | 0.03% | +4,616 | New |
| Ariston Services Group | 4,618 | $206.4K | 0.20% | +4,618 | New |
| Bowman & Co S.C. | 4,622 | $206.6K | 0.12% | +4,622 | New |
| Empower Advisory Group, LLC | 4,624 | $206.7K | 0.00% | −30−0.6% | Reduced |
| Welch Group, LLC | 4,635 | $207.2K | 0.01% | −48−1.0% | Reduced |
| Basepoint Wealth LLC | 4,635 | $207.2K | 0.16% | −11−0.2% | Reduced |
| Dark Forest Capital Management LP | 4,647 | $207.7K | 0.04% | +4,647 | New |
| NorthCrest Asset Manangement, LLC | 4,660 | $208.3K | 0.01% | −152−3.2% | Reduced |
| NFP Retirement, Inc. | 4,665 | $208.5K | 0.02% | −33−0.7% | Reduced |
| Boston Family Office LLC | 4,672 | $209.0K | 0.02% | −2,144−31.5% | Reduced |
| MKT Advisors LLC | 4,990 | $209.7K | 0.12% | −103−2.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,700 | $210.1K | 0.01% | −451−8.8% | Reduced |
| Madison Wealth Partners, Inc | 4,707 | $210.4K | 0.08% | +5+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 4,716 | $210.8K | 0.04% | +4,716 | New |
| Eaton Financial Holdings Company, LLC | 4,725 | $211.2K | 0.11% | −1,150−19.6% | Reduced |
| Cahaba Wealth Management, Inc. | 4,727 | $211.3K | 0.02% | −108−2.2% | Reduced |
| Bridgefront Capital, LLC | 4,744 | $212.1K | 0.16% | −10,433−68.7% | Reduced |
| Veracity Capital LLC | 4,753 | $212.4K | 0.08% | −410−7.9% | Reduced |
| LGT Financial Advisors LLC | 4,755 | $212.5K | 0.25% | +346+7.8% | Added |
| WealthPlan Investment Management, LLC | 4,758 | $212.7K | 0.03% | −8,334−63.7% | Reduced |
| Wendell David Associates Inc | 4,776 | $213.0K | 0.02% | −870−15.4% | Reduced |
| KC Investment Advisors, LLC | 4,784 | $213.8K | 0.11% | −413−7.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 4,812 | $215.1K | 0.15% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 4,817 | $215.3K | 0.07% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,854 | $217.0K | 0.01% | −37,150−88.4% | Reduced |