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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 10,162 | $454.2K | 0.04% | +100+1.0% | Added |
| Centennial Wealth Advisory LLC | 10,166 | $454.5K | 0.21% | +38+0.4% | Added |
| Forza Wealth Management, LLC | 10,190 | $455.5K | 0.24% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 10,203 | $456.1K | 0.26% | −3,086−23.2% | Reduced |
| New Hampshire Trust | 10,216 | $456.7K | 0.11% | −75−0.7% | Reduced |
| SS&H Financial Advisors, Inc. | 10,241 | $457.0K | 0.19% | −1,075−9.5% | Reduced |
| Smart Portfolios, LLC | 10,243 | $457.9K | 0.48% | +425+4.3% | Added |
| SeaCrest Wealth Management, LLC | 10,279 | $459.5K | 0.06% | −14,543−58.6% | Reduced |
| Berkshire Asset Management LLC | 10,295 | $460.0K | 0.02% | −1,370−11.7% | Reduced |
| Alerus Financial NA | 10,299 | $460.4K | 0.03% | −635−5.8% | Reduced |
| Freestone Capital Holdings, LLC | 10,345 | $462.4K | 0.02% | −49,341−82.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,350 | $462.6K | 0.01% | +205+2.0% | Added |
| Everhart Financial Group, Inc. | 10,384 | $464.2K | 0.14% | −292−2.7% | Reduced |
| Capital Management Associates, Inc | 10,391 | $464.5K | 0.34% | −140−1.3% | Reduced |
| Affinity Investment Advisors, LLC | 10,398 | $464.8K | 0.34% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 10,424 | $465.9K | 0.01% | +1,041+11.1% | Added |
| Whalen Wealth Management Inc. | 10,429 | $466.2K | 0.35% | +10,429 | New |
| Avidian Wealth Solutions, LLC | 10,435 | $466.5K | 0.02% | +330+3.3% | Added |
| Concorde Asset Management, LLC | 10,487 | $466.6K | 0.32% | +2,820+36.8% | Added |
| Opus Capital Group, LLC | 10,440 | $467.0K | 0.07% | −3,352−24.3% | Reduced |
| Westpac Banking Corp | 10,491 | $468.9K | 0.04% | −44−0.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 10,528 | $470.6K | 0.23% | +372+3.7% | Added |
| Oxford Financial Group Ltd | 10,531 | $470.7K | 0.03% | +170+1.6% | Added |
| Phillips Wealth Planners LLC | 11,482 | $470.8K | 0.54% | +1,097+10.6% | Added |
| Arcataur Capital Management LLC | 10,547 | $471.5K | 0.17% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 10,559 | $472.0K | 0.14% | 00.0% | Unchanged |
| City State Bank | 10,559 | $472.0K | 0.21% | 00.0% | Unchanged |
| Forum Financial Management, LP | 10,575 | $472.7K | 0.01% | −556−5.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 10,578 | $472.8K | 0.21% | −3,100−22.7% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,596 | $473.6K | 0.12% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 10,610 | $474.3K | 0.32% | −180−1.7% | Reduced |
| Ignite Planners, LLC | 10,877 | $478.0K | 0.13% | −137−1.2% | Reduced |
| Flputnam Investment Management Co | 10,698 | $478.2K | 0.01% | +258+2.5% | Added |
| Benjamin Edwards Inc | 10,708 | $479.0K | 0.10% | −4,706−30.5% | Reduced |
| Eagle Rock Investment Company, LLC | 10,750 | $480.5K | 0.09% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 11,110 | $480.8K | 0.20% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,817 | $483.5K | 0.02% | +1,867+20.9% | Added |
| RDA Financial Network | 10,824 | $483.8K | 0.17% | −25−0.2% | Reduced |
| Foster & Motley Inc | 10,831 | $484.0K | 0.03% | −890−7.6% | Reduced |
| Modern Wealth Management, LLC | 10,894 | $486.9K | 0.05% | +1,889+21.0% | Added |
| Chicago Partners Investment Group LLC | 11,893 | $487.3K | 0.02% | +78+0.7% | Added |
| American National Bank & Trust Co | 10,982 | $490.9K | 0.12% | +10,982 | New |
| Total Clarity Wealth Management, Inc. | 10,988 | $491.2K | 0.17% | −559−4.8% | Reduced |
| Precision Wealth Strategies, LLC | 10,997 | $491.6K | 0.46% | −694−5.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 11,017 | $492.5K | 0.09% | +1,022+10.2% | Added |
| Rothschild Investment LLC | 11,031 | $493.1K | 0.04% | +60+0.5% | Added |
| Lake Street Advisors Group, LLC | 10,962 | $495.4K | 0.02% | +70+0.6% | Added |
| Modera Wealth Management, LLC | 11,123 | $497.2K | 0.01% | −430−3.7% | Reduced |
| Ostrum Asset Management | 11,128 | $497.4K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 11,135 | $497.7K | 0.06% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 11,151 | $498.4K | 0.38% | +92+0.8% | Added |
| Boston Private Wealth LLC | 11,221 | $501.6K | 0.01% | +622+5.9% | Added |
| Penobscot Investment Management Company, Inc. | 11,231 | $502.0K | 0.05% | +700+6.6% | Added |
| Ellevest, Inc. | 11,290 | $504.7K | 0.03% | +884+8.5% | Added |
| Essex Savings Bank | 11,685 | $505.6K | 0.15% | 00.0% | Unchanged |
| Gratus Capital LLC | 11,317 | $505.9K | 0.02% | −880−7.2% | Reduced |
| Edge Capital Group, LLC | 11,319 | $506.0K | 0.03% | −1,748−13.4% | Reduced |
| Defined Wealth Management, LLC | 11,375 | $508.5K | 0.37% | 00.0% | Unchanged |
| Great Waters Wealth Management | 11,384 | $508.9K | 0.08% | −240−2.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 11,391 | $509.2K | 0.05% | −1,201−9.5% | Reduced |
| Hiley Hunt Wealth Management | 11,409 | $510.0K | 0.33% | 00.0% | Unchanged |
| Old Port Advisors | 11,485 | $513.4K | 0.16% | −1,271−10.0% | Reduced |
| Auxier Asset Management | 11,509 | $514.5K | 0.08% | 00.0% | Unchanged |
| Rogco, LP | 11,529 | $515.3K | 0.21% | +347+3.1% | Added |
| Keystone Financial Group | 11,533 | $515.5K | 0.08% | −177−1.5% | Reduced |
| Jane Street Group, LLC | 11,583 | $517.8K | 0.00% | −453,800−97.5% | Reduced |
| Stratos Wealth Advisors, LLC | 11,613 | $519.1K | 0.03% | −35,321−75.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 11,677 | $522.0K | 0.03% | +11,677 | New |
| Jones Financial Companies LLLP | 11,700 | $523.0K | 0.00% | +2,672+29.6% | Added |
| Greenline Partners, LLC | 11,727 | $524.2K | 0.08% | 00.0% | Unchanged |
| Mather Group, LLC. | 12,123 | $524.7K | 0.01% | −120−1.0% | Reduced |
| Boyd Watterson Asset Management LLC | 11,750 | $525.2K | 0.19% | −1,000−7.8% | Reduced |
| WealthPLAN Partners, LLC | 11,778 | $526.4K | 0.05% | −8,235−41.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 11,784 | $526.7K | 0.05% | −858−6.8% | Reduced |
| First National Bank | 11,793 | $527.1K | 0.40% | +42+0.4% | Added |
| Vivaldi Capital Management, LLC | 12,717 | $532.2K | 0.16% | −32−0.3% | Reduced |
| Kovack Advisors, Inc. | 11,916 | $532.7K | 0.06% | −669−5.3% | Reduced |
| Gifford Fong Associates | 12,000 | $536.0K | 0.15% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 12,000 | $536.4K | 0.02% | −11,000−47.8% | Reduced |
| Abbrea Capital, LLC | 11,905 | $538.0K | 0.07% | −555−4.5% | Reduced |
| Great Lakes Advisors, LLC | 12,089 | $540.4K | 0.00% | −30,599−71.7% | Reduced |
| Poehling Capital Management, LLC | 12,112 | $541.4K | 0.15% | −40.0% | Reduced |
| Chesapeake Asset Management LLC | 12,121 | $541.8K | 0.54% | −8,268−40.6% | Reduced |
| Bremer Bank National Association | 12,159 | $543.5K | 0.10% | −272−2.2% | Reduced |
| IHT Wealth Management, LLC | 12,362 | $552.6K | 0.02% | −594−4.6% | Reduced |
| Atlas Brown,Inc. | 12,434 | $555.8K | 0.20% | +1,712+16.0% | Added |
| Graypoint LLC | 12,446 | $556.3K | 0.04% | +173+1.4% | Added |
| Kinneret Advisory, LLC | 12,450 | $562.6K | 0.06% | −39−0.3% | Reduced |
| VeraBank, N.A. | 12,610 | $563.7K | 0.18% | −11−0.1% | Reduced |
| Intrust Bank NA | 12,630 | $564.6K | 0.06% | +46+0.4% | Added |
| Forbes J M & Co LLP | 12,677 | $566.7K | 0.06% | −215−1.7% | Reduced |
| WBI Investments | 12,728 | $568.9K | 0.12% | +592+4.9% | Added |
| Acropolis Investment Management, LLC | 12,757 | $570.2K | 0.04% | +20+0.2% | Added |
| Mraz, Amerine & Associates, Inc. | 12,808 | $572.5K | 0.11% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 12,843 | $574.1K | 0.05% | +629+5.1% | Added |
| Stevens Capital Management LP | 12,943 | $579.0K | 0.11% | +12,943 | New |
| Capital Performance Advisors LLP | 12,980 | $580.2K | 0.22% | +6,552+101.9% | Added |
| Isthmus Partners, LLC | 13,043 | $583.0K | 0.07% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 13,084 | $584.8K | 0.09% | +1,315+11.2% | Added |
| Atomi Financial Group, Inc. | 13,167 | $588.6K | 0.05% | +2,049+18.4% | Added |