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 |
|---|---|---|---|---|---|
| Badgley Phelps Wealth Managers, LLC | 18,032 | $814.9K | 0.02% | −375−2.0% | Reduced |
| Panagora Asset Management Inc | 18,231 | $814.9K | 0.00% | −1,503−7.6% | Reduced |
| Mission Wealth Management, LP | 18,273 | $816.8K | 0.02% | +12,197+200.7% | Added |
| GAMMA Investing LLC | 18,284 | $817.3K | 0.17% | +5,940+48.1% | Added |
| Parkside Financial Bank & Trust | 18,353 | $820.4K | 0.13% | +373+2.1% | Added |
| Annex Advisory Services, LLC | 18,424 | $823.5K | 0.03% | +405+2.2% | Added |
| Jacobi Capital Management LLC | 18,563 | $829.8K | 0.08% | +738+4.1% | Added |
| Wolf Group Capital Advisors | 25,213 | $833.0K | 0.40% | 00.0% | Unchanged |
| Mittelman Wealth Management | 18,765 | $838.8K | 0.57% | +18,765 | New |
| Sanibel Captiva Trust Company, Inc. | 18,804 | $840.5K | 0.03% | +4,495+31.4% | Added |
| Larson Financial Group LLC | 18,834 | $841.9K | 0.07% | +16,582+736.3% | Added |
| Balentine LLC | 18,888 | $844.3K | 0.03% | +6,450+51.9% | Added |
| Ritholtz Wealth Management | 18,898 | $844.7K | 0.03% | −1,368−6.8% | Reduced |
| First Horizon Advisors, Inc. | 18,942 | $846.8K | 0.03% | −21,154−52.8% | Reduced |
| Norden Group LLC | 18,945 | $846.8K | 0.17% | +3,182+20.2% | Added |
| Ballentine Partners, LLC | 18,996 | $849.1K | 0.02% | −3,590−15.9% | Reduced |
| Northeast Investment Management | 19,167 | $856.8K | 0.04% | −2,316−10.8% | Reduced |
| Personal Cfo Solutions, LLC | 19,197 | $858.1K | 0.13% | +5,121+36.4% | Added |
| Parallel Advisors, LLC | 19,212 | $858.8K | 0.02% | +333+1.8% | Added |
| IMC-Chicago, LLC | 19,270 | $861.4K | 0.03% | −12,058−38.5% | Reduced |
| Atlas Financial Advisors, Inc. | 19,332 | $864.1K | 1.34% | +1,154+6.3% | Added |
| Perigon Wealth Management, LLC | 19,365 | $865.6K | 0.03% | +439+2.3% | Added |
| Insigneo Advisory Services, LLC | 19,169 | $866.3K | 0.10% | −873−4.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,463 | $870.0K | 0.02% | −4,714−19.5% | Reduced |
| Leavell Investment Management, Inc. | 19,259 | $870.0K | 0.05% | −213−1.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 19,487 | $871.1K | 0.14% | +264+1.4% | Added |
| J. W. Coons Advisors, LLC | 19,520 | $872.5K | 0.20% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 19,553 | $874.0K | 0.80% | +3,670+23.1% | Added |
| Foguth Wealth Management, LLC. | 19,573 | $874.9K | 0.47% | +19,573 | New |
| Cary Street Partner Investment Advisory LLC | 19,625 | $877.2K | 0.04% | +3,617+22.6% | Added |
| Financial Perspectives, Inc | 19,751 | $882.8K | 0.33% | +22+0.1% | Added |
| Haverford Trust Co | 19,761 | $883.3K | 0.01% | +8,380+73.6% | Added |
| Neville Rodie & Shaw Inc | 19,891 | $889.0K | 0.07% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 19,701 | $890.4K | 0.06% | −1,373−6.5% | Reduced |
| Private Trust Co NA | 19,962 | $892.3K | 0.10% | −7,030−26.0% | Reduced |
| AlphaStar Capital Management, LLC | 20,311 | $907.9K | 0.09% | +13,165+184.2% | Added |
| UniSuper Management Pty Ltd | 20,382 | $911.1K | 0.01% | +18,739+1,140.5% | Added |
| NBC Securities, Inc. | 20,450 | $914.0K | 0.09% | −884−4.1% | Reduced |
| MidWestOne Financial Group, Inc. | 20,479 | $915.4K | 0.16% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 20,495 | $916.1K | 0.33% | +514+2.6% | Added |
| Wrapmanager Inc | 20,514 | $917.0K | 0.25% | −1,729−7.8% | Reduced |
| Moody National Bank Trust Division | 20,565 | $919.3K | 0.07% | +64+0.3% | Added |
| Bryn Mawr Trust Co | 20,699 | $925.2K | 0.04% | +20,699 | New |
| Apollon Wealth Management, LLC | 20,727 | $926.5K | 0.03% | −4,894−19.1% | Reduced |
| Angeles Investment Advisors, LLC | 20,519 | $926.5K | 0.05% | +238+1.2% | Added |
| Two Sigma Securities, LLC | 20,749 | $927.5K | 0.05% | +20,749 | New |
| RFG Advisory, LLC | 20,764 | $928.2K | 0.03% | −763−3.5% | Reduced |
| Bollard Group LLC | 20,792 | $929.0K | 0.03% | +501+2.5% | Added |
| Ofi Invest Asset Management | 22,515 | $931.9K | 0.03% | +6,139+37.5% | Added |
| My Legacy Advisors, LLC | 20,897 | $934.1K | 0.31% | +330+1.6% | Added |
| Procyon Private Wealth Partners, LLC | 20,905 | $934.4K | 0.07% | −1,259−5.7% | Reduced |
| Meritage Portfolio Management | 20,967 | $937.0K | 0.06% | +20+0.1% | Added |
| SignalPoint Asset Management, LLC | 21,008 | $939.1K | 0.26% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 21,085 | $942.5K | 0.02% | −747−3.4% | Reduced |
| Quad-Cities Investment Group, LLC | 21,120 | $944.1K | 0.55% | +80.0% | Added |
| David Loasby | 21,662 | $951.8K | 0.10% | +1,736+8.7% | Added |
| Empowered Funds, LLC | 21,318 | $952.9K | 0.02% | −3,141−12.8% | Reduced |
| Chicago Trust Co NA | 21,324 | $953.2K | 0.20% | −2,290−9.7% | Reduced |
| Vectors Research Management, LLC | 21,385 | $956.0K | 0.27% | −1,612−7.0% | Reduced |
| HCR Wealth Advisors | 21,428 | $957.9K | 0.15% | −680−3.1% | Reduced |
| Flagstone Financial Management | 21,615 | $966.2K | 0.37% | −192−0.9% | Reduced |
| JGP Wealth Management, LLC | 21,634 | $967.0K | 0.14% | +2,063+10.5% | Added |
| Plato Investment Management Ltd | 21,817 | $975.2K | 0.10% | +20,807+2,060.1% | Added |
| Signal Advisors Wealth, LLC | 21,906 | $979.2K | 0.24% | −438−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 22,223 | $993.4K | 0.03% | −511−2.2% | Reduced |
| Triangle Securities Wealth Management | 22,416 | $1.00M | 0.29% | −3,805−14.5% | Reduced |
| CX Institutional | 22,421 | $1.00M | 0.05% | +211+1.0% | Added |
| Sittner & Nelson, LLC | 22,442 | $1.00M | 0.51% | −172−0.8% | Reduced |
| Aspiriant, LLC | 22,827 | $1.02M | 0.04% | −12,637−35.6% | Reduced |
| Grimes & Company, Inc. | 22,859 | $1.02M | 0.03% | +37+0.2% | Added |
| Ameritas Advisory Services, LLC | 23,316 | $1.02M | 0.04% | +208+0.9% | Added |
| Econ Financial Services Corp | 22,915 | $1.02M | 0.64% | +22,915 | New |
| Blackhawk Capital Partners LLC. | 22,953 | $1.03M | 0.64% | −48,816−68.0% | Reduced |
| Hilltop Holdings Inc. | 23,059 | $1.03M | 0.11% | −625−2.6% | Reduced |
| Quadrant Capital Group LLC | 23,066 | $1.03M | 0.08% | +1,915+9.1% | Added |
| First Hawaiian Bank | 23,158 | $1.04M | 0.03% | −8,828−27.6% | Reduced |
| Resources Management Corp | 23,275 | $1.04M | 0.15% | −375−1.6% | Reduced |
| Moors & Cabot, Inc. | 23,304 | $1.04M | 0.06% | +29+0.1% | Added |
| Wetherby Asset Management Inc | 23,323 | $1.04M | 0.05% | −334−1.4% | Reduced |
| Signaturefd, LLC | 23,382 | $1.05M | 0.02% | +1,621+7.4% | Added |
| Rockland Trust Co | 23,395 | $1.05M | 0.06% | −1,631−6.5% | Reduced |
| Scotia Capital Inc. | 23,544 | $1.05M | 0.01% | −11,180−32.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 23,530 | $1.06M | 0.06% | −15−0.1% | Reduced |
| Bank of Hawaii | 23,819 | $1.06M | 0.05% | −1,392−5.5% | Reduced |
| Wealthcare Advisory Partners LLC | 23,830 | $1.07M | 0.03% | −5,995−20.1% | Reduced |
| Stratos Wealth Partners, LTD. | 24,068 | $1.08M | 0.02% | −2,008−7.7% | Reduced |
| Disciplined Equity Management, Inc. | 24,120 | $1.08M | 0.72% | +24,120 | New |
| Independent Financial Group, LLC | 24,214 | $1.08M | 0.05% | −870−3.5% | Reduced |
| Park Place Capital Corp | 24,255 | $1.08M | 0.39% | −8,168−25.2% | Reduced |
| Millennium Management LLC | 24,296 | $1.09M | 0.00% | −439,643−94.8% | Reduced |
| Shell Asset Management Co | 27,418 | $1.09M | 0.05% | −11,034−28.7% | Reduced |
| North Star Investment Management Corp. | 24,418 | $1.09M | 0.08% | +686+2.9% | Added |
| Avestar Capital, LLC | 24,473 | $1.09M | 0.13% | +13,622+125.5% | Added |
| Probity Advisors, Inc. | 24,534 | $1.10M | 0.23% | −69−0.3% | Reduced |
| Clean Yield Group | 24,548 | $1.10M | 0.43% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 24,390 | $1.10M | 0.06% | −3,982−14.0% | Reduced |
| Vontobel Holding Ltd. | 24,686 | $1.10M | 0.01% | +426+1.8% | Added |
| Dodge & Cox | 25,000 | $1.12M | 0.00% | −1,300−4.9% | Reduced |
| Bayview Asset Management, LLC | 25,000 | $1.12M | 0.45% | +6,500+35.1% | Added |
| Arnhold LLC | 25,030 | $1.12M | 0.12% | 00.0% | Unchanged |