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 |
|---|---|---|---|---|---|
| Eagle Harbor Asset Management Inc | 8,053 | $360.0K | 0.38% | −1,061−11.6% | Reduced |
| Burt Wealth Advisors | 8,080 | $361.2K | 0.09% | 00.0% | Unchanged |
| Cooper Financial Group | 8,101 | $362.1K | 0.06% | +120+1.5% | Added |
| Moody Lynn & Lieberson, LLC | 8,108 | $362.4K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 8,140 | $363.9K | 0.09% | +78+1.0% | Added |
| Canandaigua National Bank & Trust Co | 8,142 | $363.9K | 0.05% | −201−2.4% | Reduced |
| Wambolt & Associates, LLC | 8,283 | $364.0K | 0.11% | −4,609−35.8% | Reduced |
| Imprint Wealth LLC | 8,302 | $364.9K | 0.09% | −34−0.4% | Reduced |
| Lincoln Capital LLC | 8,180 | $365.6K | 0.08% | 00.0% | Unchanged |
| Western Financial Corp | 8,244 | $368.5K | 0.23% | +8,244 | New |
| Mitchell Capital Management Co | 8,250 | $368.8K | 0.07% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 8,303 | $371.0K | 0.07% | −115−1.4% | Reduced |
| Hummer Financial Advisory Services Inc | 8,212 | $371.1K | 0.31% | 00.0% | Unchanged |
| Ballast, Inc. | 8,334 | $372.5K | 0.12% | +2,052+32.7% | Added |
| AIA Group Ltd | 8,357 | $373.6K | 0.01% | +8,357 | New |
| Laurel Wealth Advisors LLC | 8,415 | $376.2K | 0.06% | +30+0.4% | Added |
| Sigma Planning Corp | 8,426 | $376.7K | 0.01% | +8,426 | New |
| Valmark Advisers, Inc. | 8,465 | $378.4K | 0.01% | −1,563−15.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,489 | $379.4K | 0.03% | +710+9.1% | Added |
| M&R Capital Management Inc | 8,550 | $381.1K | 0.09% | +18+0.2% | Added |
| HRC Wealth Management, LLC | 8,576 | $383.4K | 0.28% | +20.0% | Added |
| Delta Asset Management LLC | 8,583 | $383.7K | 0.03% | −20−0.2% | Reduced |
| LWMG, LLC | 8,586 | $383.8K | 0.09% | +9+0.1% | Added |
| Beverly Hills Private Wealth, LLC | 8,588 | $383.9K | 0.09% | +2,373+38.2% | Added |
| McAdam, LLC | 8,604 | $384.6K | 0.02% | +370+4.5% | Added |
| Rossmore Private Capital | 8,629 | $385.7K | 0.05% | −766−8.2% | Reduced |
| Rise Advisors, LLC | 8,637 | $386.1K | 0.21% | +1,202+16.2% | Added |
| Archford Capital Strategies, LLC | 8,649 | $386.6K | 0.06% | +8,649 | New |
| Barr E S & Co | 8,668 | $387.5K | 0.03% | −721−7.7% | Reduced |
| Benedetti & Gucer, Inc. | 8,696 | $389.0K | 0.19% | −301−3.3% | Reduced |
| Ellenbecker Investment Group | 8,733 | $390.4K | 0.08% | +426+5.1% | Added |
| Bragg Financial Advisors, Inc | 8,739 | $390.6K | 0.02% | +79+0.9% | Added |
| First Affirmative Financial Network | 8,766 | $391.8K | 0.29% | +36+0.4% | Added |
| Northwest Wealth Management, LLC | 8,787 | $392.8K | 0.11% | −162−1.8% | Reduced |
| Ronald Blue Trust, Inc. | 8,840 | $395.1K | 0.01% | +561+6.8% | Added |
| Spire Wealth Management | 8,840 | $395.2K | 0.01% | +636+7.8% | Added |
| KLR Investment Advisors, LLC | 9,640 | $395.7K | 0.29% | −535−5.3% | Reduced |
| Linscomb & Williams, Inc. | 8,861 | $396.1K | 0.02% | −123−1.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 8,907 | $398.1K | 0.09% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 9,634 | $399.0K | 0.04% | −1,533−13.7% | Reduced |
| Baldwin Brothers Inc | 8,959 | $400.5K | 0.03% | −1,317−12.8% | Reduced |
| Charles Schwab Trust Co | 8,969 | $400.9K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 8,985 | $401.6K | 0.19% | +480+5.6% | Added |
| PFG Investments, LLC | 9,042 | $404.2K | 0.02% | −2,408−21.0% | Reduced |
| Hamilton Capital Partners Inc. | 9,050 | $404.5K | 0.05% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 9,070 | $405.0K | 0.14% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 9,093 | $406.5K | 0.12% | −34−0.4% | Reduced |
| Center for Financial Planning, Inc. | 9,096 | $406.6K | 0.06% | +67+0.7% | Added |
| Berger Financial Group, Inc | 9,116 | $407.5K | 0.03% | +687+8.2% | Added |
| Concentric Wealth Management, LLC | 9,120 | $407.7K | 0.11% | −2,334−20.4% | Reduced |
| Fusion Capital, LLC | 9,185 | $410.6K | 0.19% | +2,082+29.3% | Added |
| Romano Brothers and Company | 9,190 | $410.8K | 0.06% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 9,194 | $411.0K | 0.79% | +4,159+82.6% | Added |
| BSW Wealth Partners | 9,194 | $411.0K | 0.07% | +2,202+31.5% | Added |
| Chase Investment Counsel Corp | 9,207 | $411.0K | 0.15% | +452+5.2% | Added |
| Sebold Capital Management, Inc. | 9,219 | $412.1K | 0.28% | +300+3.4% | Added |
| North Star Asset Management Inc | 9,222 | $412.2K | 0.02% | −2,290−19.9% | Reduced |
| Smartleaf Asset Management LLC | 9,394 | $413.3K | 0.08% | +2,159+29.8% | Added |
| Advisors Management Group Inc | 9,283 | $415.0K | 0.10% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 9,298 | $415.6K | 0.05% | +34+0.4% | Added |
| LSV Asset Management | 9,300 | $416.0K | 0.00% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 9,937 | $416.6K | 0.36% | −79−0.8% | Reduced |
| Alliance Wealth Advisors, LLC | 9,323 | $416.7K | 0.12% | −2,638−22.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 9,333 | $417.2K | 0.02% | +84+0.9% | Added |
| First Business Financial Services, Inc. | 9,342 | $417.6K | 0.04% | −1,401−13.0% | Reduced |
| Accurate Wealth Management, LLC | 10,348 | $418.6K | 0.12% | +172+1.7% | Added |
| Intech Investment Management LLC | 9,373 | $419.0K | 0.01% | +2,889+44.6% | Added |
| Renasant Bank | 9,429 | $421.5K | 0.30% | 00.0% | Unchanged |
| Marco Investment Management LLC | 9,436 | $421.8K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 9,437 | $421.8K | 0.08% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 9,445 | $422.0K | 0.04% | −8,299−46.8% | Reduced |
| Adviser Investments LLC | 9,443 | $422.1K | 0.01% | −103−1.1% | Reduced |
| Voya Financial Advisors, Inc. | 9,639 | $424.1K | 0.05% | −423−4.2% | Reduced |
| Venture Visionary Partners LLC | 9,559 | $427.3K | 0.02% | −1,166−10.9% | Reduced |
| Bank of Stockton | 9,573 | $427.9K | 0.13% | +400+4.4% | Added |
| ICA Group Wealth Management, LLC | 9,578 | $428.2K | 0.09% | −81−0.8% | Reduced |
| Chilton Investment Co LLC | 9,604 | $429.3K | 0.01% | 00.0% | Unchanged |
| Ti-Trust, Inc | 9,635 | $430.7K | 0.32% | +9,635 | New |
| McDonald Capital Investors Inc | 9,649 | $431.3K | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 9,654 | $431.5K | 0.01% | −40,494−80.7% | Reduced |
| Fairfield, Bush & Co. | 9,722 | $434.6K | 0.26% | −700−6.7% | Reduced |
| Asset Dedication, LLC | 9,810 | $437.0K | 0.03% | +6+0.1% | Added |
| Beck Mack & Oliver LLC | 9,790 | $437.6K | 0.01% | −362−3.6% | Reduced |
| White Pine Capital LLC | 10,820 | $439.6K | 0.17% | −90−0.8% | Reduced |
| International Assets Investment Management, LLC | 10,016 | $440.2K | 0.05% | −196−1.9% | Reduced |
| Conning Inc. | 9,851 | $440.3K | 0.01% | −380−3.7% | Reduced |
| Oarsman Capital, Inc. | 9,907 | $442.8K | 0.11% | +2,855+40.5% | Added |
| Excalibur Management Corp | 9,910 | $443.0K | 0.19% | −14−0.1% | Reduced |
| Steele Capital Management, Inc. | 9,825 | $444.0K | 0.03% | −184−1.8% | Reduced |
| Kolinsky Wealth Management, LLC | 9,962 | $445.3K | 0.34% | +471+5.0% | Added |
| Symmetry Partners, LLC | 9,975 | $446.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,990 | $446.6K | 0.03% | −19,323−65.9% | Reduced |
| Marcum Wealth, LLC | 9,990 | $446.6K | 0.05% | +3,868+63.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,012 | $447.5K | 0.07% | +1,890+23.3% | Added |
| AdvisorNet Financial, Inc | 10,028 | $448.2K | 0.04% | −1,902−15.9% | Reduced |
| Security National Bank of Sioux City Iowa | 10,040 | $448.8K | 0.32% | −99−1.0% | Reduced |
| Hendershot Investments Inc. | 10,066 | $449.9K | 0.06% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 10,080 | $450.6K | 0.07% | −44,000−81.4% | Reduced |
| FIL Ltd | 10,109 | $451.9K | 0.00% | +1,222+13.8% | Added |
| Clark Capital Management Group, Inc. | 10,132 | $452.9K | 0.00% | −1,763−14.8% | Reduced |