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 |
|---|---|---|---|---|---|
| Hartline Investment Corp | 6,153 | $275.1K | 0.05% | +6,153 | New |
| Pure Financial Advisors, Inc. | 6,224 | $278.2K | 0.01% | −23,989−79.4% | Reduced |
| Hoxton Planning & Management, LLC | 6,228 | $278.4K | 0.13% | +306+5.2% | Added |
| Barlow Wealth Partners, Inc. | 6,736 | $280.1K | 0.04% | −452−6.3% | Reduced |
| Northern Financial Advisors Inc | 6,292 | $281.2K | 0.22% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,297 | $281.5K | 0.04% | +6,297 | New |
| Jeppson Wealth Management, LLC | 6,302 | $281.7K | 0.11% | −191−2.9% | Reduced |
| Riverview Trust Co | 6,308 | $282.0K | 0.22% | 00.0% | Unchanged |
| Epiq Partners, LLC | 6,313 | $282.2K | 0.19% | 00.0% | Unchanged |
| Investment House LLC | 6,325 | $282.7K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6,327 | $283.0K | 0.03% | −6,623−51.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,360 | $284.3K | 0.01% | +185+3.0% | Added |
| Ci Investments Inc. | 6,374 | $285.0K | 0.00% | +2,140+50.5% | Added |
| Cary Street Partners Asset Management LLC | 6,385 | $285.4K | 0.04% | 00.0% | Unchanged |
| Mechanics Financial Corp | 6,386 | $285.5K | 0.15% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 6,400 | $286.1K | 0.07% | −300−4.5% | Reduced |
| Headinvest, LLC | 6,501 | $290.6K | 0.06% | −33−0.5% | Reduced |
| Transcend Wealth Collective, LLC | 6,505 | $290.8K | 0.02% | −306−4.5% | Reduced |
| Level Four Advisory Services, LLC | 6,721 | $290.9K | 0.02% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 6,522 | $291.5K | 0.01% | +6,522 | New |
| Sunpointe, LLC | 6,461 | $292.0K | 0.32% | +380+6.2% | Added |
| Community Bank & Trust, Waco, Texas | 6,551 | $293.0K | 0.07% | 00.0% | Unchanged |
| Horan Securities, Inc. | 6,576 | $294.0K | 0.14% | +1,265+23.8% | Added |
| Intrinsic Value Partners, LLC | 6,591 | $294.6K | 0.31% | −158−2.3% | Reduced |
| Hardy Reed LLC | 6,598 | $294.9K | 0.04% | −150−2.2% | Reduced |
| Portfolio Strategies, Inc. | 6,598 | $294.9K | 0.02% | +6,598 | New |
| Charter Research & Investment Group, Inc. | 6,612 | $295.6K | 0.23% | 00.0% | Unchanged |
| Keel Point, LLC | 6,629 | $296.3K | 0.03% | +253+4.0% | Added |
| Riverwater Partners LLC | 6,631 | $296.4K | 0.22% | +6,631 | New |
| Trinity Financial Advisors LLC | 6,650 | $297.2K | 0.13% | −1,231−15.6% | Reduced |
| Beacon Financial Group | 6,650 | $297.3K | 0.03% | −656−9.0% | Reduced |
| JNBA Financial Advisors | 6,683 | $298.7K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,834 | $300.3K | 0.02% | +1,354+24.7% | Added |
| PGGM Investments | 6,741 | $301.0K | 0.00% | +6,741 | New |
| Texas Capital Bancshares Inc | 6,774 | $302.8K | 0.14% | +322+5.0% | Added |
| Pittenger & Anderson Inc | 6,775 | $302.8K | 0.01% | −10,000−59.6% | Reduced |
| Country Club Bank | 6,790 | $303.5K | 0.02% | −57−0.8% | Reduced |
| Coastal Investment Advisors, Inc. | 6,810 | $304.4K | 0.06% | −26−0.4% | Reduced |
| First Interstate Bank | 6,822 | $304.9K | 0.02% | −224−3.2% | Reduced |
| Lindbrook Capital, LLC | 6,822 | $304.9K | 0.03% | +240+3.6% | Added |
| Gladstone Institutional Advisory LLC | 6,833 | $305.4K | 0.02% | −1,882−21.6% | Reduced |
| Ameliora Wealth Management Ltd. | 6,840 | $305.7K | 0.14% | +2,440+55.5% | Added |
| New Covenant Trust Company, N.A. | 6,846 | $306.0K | 0.31% | +6,846 | New |
| Central Bank & Trust Co | 6,851 | $306.2K | 0.04% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 6,878 | $307.4K | 0.01% | +201+3.0% | Added |
| Trifecta Capital Advisors, LLC | 6,950 | $310.7K | 0.08% | −360−4.9% | Reduced |
| Advisory Alpha, LLC | 6,951 | $310.7K | 0.01% | +1,693+32.2% | Added |
| Peak Asset Management, LLC | 6,959 | $311.1K | 0.06% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 6,961 | $311.2K | 0.14% | −1,112−13.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 6,969 | $311.5K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,016 | $313.6K | 0.02% | −188−2.6% | Reduced |
| Choate Investment Advisors | 7,073 | $316.2K | 0.01% | −731−9.4% | Reduced |
| Continuum Advisory, LLC | 7,620 | $316.5K | 0.05% | −3,827−33.4% | Reduced |
| Moseley Investment Management Inc | 7,082 | $316.6K | 0.16% | −124−1.7% | Reduced |
| PDS Planning, Inc | 7,085 | $316.7K | 0.03% | +172+2.5% | Added |
| Liberty Capital Management, Inc. | 7,090 | $316.9K | 0.08% | 00.0% | Unchanged |
| City Holding Co | 7,140 | $319.2K | 0.05% | −955−11.8% | Reduced |
| Summit X, LLC | 7,155 | $319.9K | 0.08% | +30.0% | Added |
| FFT Wealth Management LLC | 7,202 | $321.9K | 0.03% | +978+15.7% | Added |
| Fifth Third Wealth Advisors LLC | 7,215 | $322.5K | 0.05% | +7,215 | New |
| Cambridge Advisors Inc. | 7,216 | $322.6K | 0.08% | +1,000+16.1% | Added |
| FSB Premier Wealth Management, Inc. | 7,239 | $323.6K | 0.15% | +37+0.5% | Added |
| Oxinas Partners Wealth Management LLC | 7,243 | $323.7K | 0.21% | −6,483−47.2% | Reduced |
| Human Investing LLC | 7,265 | $324.7K | 0.07% | +129+1.8% | Added |
| Osborne Partners Capital Management, LLC | 7,275 | $325.2K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 7,285 | $325.6K | 0.23% | −45−0.6% | Reduced |
| Warther Private Wealth, LLC | 7,351 | $328.6K | 0.15% | −7,352−50.0% | Reduced |
| Nilsine Partners, LLC | 7,360 | $329.0K | 0.04% | +1,039+16.4% | Added |
| Boltwood Capital Management | 7,375 | $329.7K | 0.10% | −225−3.0% | Reduced |
| Kathmere Capital Management, LLC | 7,410 | $331.2K | 0.04% | +112+1.5% | Added |
| MCF Advisors LLC | 7,355 | $331.3K | 0.03% | +346+4.9% | Added |
| Tyche Wealth Partners LLC | 7,444 | $332.8K | 0.08% | −9,373−55.7% | Reduced |
| First Citizens Financial Corp | 7,466 | $333.7K | 0.20% | +12+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 7,475 | $334.1K | 0.04% | −333−4.3% | Reduced |
| Laraway Financial Inc | 7,498 | $335.2K | 0.30% | +260+3.6% | Added |
| Warren Averett Asset Management, LLC | 7,508 | $335.6K | 0.01% | +1,597+27.0% | Added |
| Moss Adams Wealth Advisors LLC | 7,440 | $336.2K | 0.05% | +925+14.2% | Added |
| STAR Financial Bank | 7,522 | $336.2K | 0.29% | −150−2.0% | Reduced |
| Miracle Mile Advisors, LLC | 7,532 | $336.7K | 0.01% | −406−5.1% | Reduced |
| Sanders Morris Harris LLC | 7,560 | $337.9K | 0.06% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 7,598 | $339.6K | 0.02% | −67,701−89.9% | Reduced |
| Paladin Advisory Group, LLC | 7,740 | $340.2K | 0.27% | −145−1.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 7,641 | $341.5K | 0.04% | −1,609−17.4% | Reduced |
| MBM Wealth Consultants, LLC | 7,561 | $341.6K | 0.12% | −21−0.3% | Reduced |
| Allegheny Financial Group LTD | 7,645 | $341.7K | 0.11% | −22−0.3% | Reduced |
| Soltis Investment Advisors LLC | 7,649 | $341.9K | 0.04% | −50−0.6% | Reduced |
| TrinityPoint Wealth, LLC | 7,665 | $342.6K | 0.06% | +555+7.8% | Added |
| Grey Street Capital, LLC | 7,624 | $344.5K | 0.05% | +7,624 | New |
| Virtue Capital Management, LLC | 8,328 | $345.4K | 0.06% | −5,794−41.0% | Reduced |
| Dodds Wealth, LLC | 7,815 | $349.3K | 0.14% | +7,815 | New |
| Perpetual Ltd | 8,205 | $349.9K | 0.00% | −590,860−98.6% | Reduced |
| Eudaimonia Partners, LLC | 7,834 | $350.2K | 0.08% | −197−2.5% | Reduced |
| LBMC Investment Advisors, LLC | 7,840 | $350.5K | 0.03% | +319+4.2% | Added |
| Greater Midwest Financial Group, LLC | 7,890 | $352.7K | 0.22% | +86+1.1% | Added |
| Cedrus LLC | 7,892 | $352.8K | 0.19% | −1,583−16.7% | Reduced |
| SevenBridge Financial Group, LLC | 8,520 | $352.8K | 0.08% | −6,659−43.9% | Reduced |
| Strategic Blueprint, LLC | 7,965 | $356.0K | 0.03% | +714+9.8% | Added |
| Paragon Capital Management Ltd | 7,996 | $357.4K | 0.06% | +1,270+18.9% | Added |
| Kessler Investment Group, LLC | 8,009 | $358.0K | 0.22% | +8,009 | New |
| Trustmark National Bank Trust Department | 8,044 | $359.6K | 0.03% | −2,123−20.9% | Reduced |