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 |
|---|---|---|---|---|---|
| Supplemental Annuity Collective Trust of NJ | 13,271 | $593.2K | 0.19% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 13,697 | $592.8K | 0.45% | −1,937−12.4% | Reduced |
| Waldron Private Wealth LLC | 13,038 | $589.2K | 0.03% | −524−3.9% | Reduced |
| Chronos Wealth Management, LLC | 13,170 | $588.7K | 0.34% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 13,167 | $588.6K | 0.05% | +2,049+18.4% | Added |
| Ullmann Financial Group, Inc. | 13,084 | $584.8K | 0.09% | +1,315+11.2% | Added |
| Isthmus Partners, LLC | 13,043 | $583.0K | 0.07% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 12,980 | $580.2K | 0.22% | +6,552+101.9% | Added |
| Stevens Capital Management LP | 12,943 | $579.0K | 0.11% | +12,943 | New |
| Essex Financial Services, Inc. | 12,843 | $574.1K | 0.05% | +629+5.1% | Added |
| Mraz, Amerine & Associates, Inc. | 12,808 | $572.5K | 0.11% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 12,757 | $570.2K | 0.04% | +20+0.2% | Added |
| WBI Investments | 12,728 | $568.9K | 0.12% | +592+4.9% | Added |
| Forbes J M & Co LLP | 12,677 | $566.7K | 0.06% | −215−1.7% | Reduced |
| Intrust Bank NA | 12,630 | $564.6K | 0.06% | +46+0.4% | Added |
| VeraBank, N.A. | 12,610 | $563.7K | 0.18% | −11−0.1% | Reduced |
| Kinneret Advisory, LLC | 12,450 | $562.6K | 0.06% | −39−0.3% | Reduced |
| Graypoint LLC | 12,446 | $556.3K | 0.04% | +173+1.4% | Added |
| Atlas Brown,Inc. | 12,434 | $555.8K | 0.20% | +1,712+16.0% | Added |
| IHT Wealth Management, LLC | 12,362 | $552.6K | 0.02% | −594−4.6% | Reduced |
| Bremer Bank National Association | 12,159 | $543.5K | 0.10% | −272−2.2% | Reduced |
| Chesapeake Asset Management LLC | 12,121 | $541.8K | 0.54% | −8,268−40.6% | Reduced |
| Poehling Capital Management, LLC | 12,112 | $541.4K | 0.15% | −40.0% | Reduced |
| Great Lakes Advisors, LLC | 12,089 | $540.4K | 0.00% | −30,599−71.7% | Reduced |
| Abbrea Capital, LLC | 11,905 | $538.0K | 0.07% | −555−4.5% | Reduced |
| Hennessy Advisors Inc | 12,000 | $536.4K | 0.02% | −11,000−47.8% | Reduced |
| Gifford Fong Associates | 12,000 | $536.0K | 0.15% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,916 | $532.7K | 0.06% | −669−5.3% | Reduced |
| Vivaldi Capital Management, LLC | 12,717 | $532.2K | 0.16% | −32−0.3% | Reduced |
| First National Bank | 11,793 | $527.1K | 0.40% | +42+0.4% | Added |
| Cape Cod Five Cents Savings Bank | 11,784 | $526.7K | 0.05% | −858−6.8% | Reduced |
| WealthPLAN Partners, LLC | 11,778 | $526.4K | 0.05% | −8,235−41.1% | Reduced |
| Boyd Watterson Asset Management LLC | 11,750 | $525.2K | 0.19% | −1,000−7.8% | Reduced |
| Mather Group, LLC. | 12,123 | $524.7K | 0.01% | −120−1.0% | Reduced |
| Greenline Partners, LLC | 11,727 | $524.2K | 0.08% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 11,700 | $523.0K | 0.00% | +2,672+29.6% | Added |
| Smith Chas P & Associates Pa Cpas | 11,677 | $522.0K | 0.03% | +11,677 | New |
| Stratos Wealth Advisors, LLC | 11,613 | $519.1K | 0.03% | −35,321−75.3% | Reduced |
| Jane Street Group, LLC | 11,583 | $517.8K | 0.00% | −453,800−97.5% | Reduced |
| Keystone Financial Group | 11,533 | $515.5K | 0.08% | −177−1.5% | Reduced |
| Rogco, LP | 11,529 | $515.3K | 0.21% | +347+3.1% | Added |
| Auxier Asset Management | 11,509 | $514.5K | 0.08% | 00.0% | Unchanged |
| Old Port Advisors | 11,485 | $513.4K | 0.16% | −1,271−10.0% | Reduced |
| Hiley Hunt Wealth Management | 11,409 | $510.0K | 0.33% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 11,391 | $509.2K | 0.05% | −1,201−9.5% | Reduced |
| Great Waters Wealth Management | 11,384 | $508.9K | 0.08% | −240−2.1% | Reduced |
| Defined Wealth Management, LLC | 11,375 | $508.5K | 0.37% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 11,319 | $506.0K | 0.03% | −1,748−13.4% | Reduced |
| Gratus Capital LLC | 11,317 | $505.9K | 0.02% | −880−7.2% | Reduced |
| Essex Savings Bank | 11,685 | $505.6K | 0.15% | 00.0% | Unchanged |
| Ellevest, Inc. | 11,290 | $504.7K | 0.03% | +884+8.5% | Added |
| Penobscot Investment Management Company, Inc. | 11,231 | $502.0K | 0.05% | +700+6.6% | Added |
| Boston Private Wealth LLC | 11,221 | $501.6K | 0.01% | +622+5.9% | Added |
| Future Financial Wealth Managment LLC | 11,151 | $498.4K | 0.38% | +92+0.8% | Added |
| Institute for Wealth Management, LLC. | 11,135 | $497.7K | 0.06% | 00.0% | Unchanged |
| Ostrum Asset Management | 11,128 | $497.4K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 11,123 | $497.2K | 0.01% | −430−3.7% | Reduced |
| Lake Street Advisors Group, LLC | 10,962 | $495.4K | 0.02% | +70+0.6% | Added |
| Rothschild Investment LLC | 11,031 | $493.1K | 0.04% | +60+0.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 11,017 | $492.5K | 0.09% | +1,022+10.2% | Added |
| Precision Wealth Strategies, LLC | 10,997 | $491.6K | 0.46% | −694−5.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 10,988 | $491.2K | 0.17% | −559−4.8% | Reduced |
| American National Bank & Trust Co | 10,982 | $490.9K | 0.12% | +10,982 | New |
| Chicago Partners Investment Group LLC | 11,893 | $487.3K | 0.02% | +78+0.7% | Added |
| Modern Wealth Management, LLC | 10,894 | $486.9K | 0.05% | +1,889+21.0% | Added |
| Foster & Motley Inc | 10,831 | $484.0K | 0.03% | −890−7.6% | Reduced |
| RDA Financial Network | 10,824 | $483.8K | 0.17% | −25−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,817 | $483.5K | 0.02% | +1,867+20.9% | Added |
| Lion Street Advisors, LLC | 11,110 | $480.8K | 0.20% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 10,750 | $480.5K | 0.09% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 10,708 | $479.0K | 0.10% | −4,706−30.5% | Reduced |
| Flputnam Investment Management Co | 10,698 | $478.2K | 0.01% | +258+2.5% | Added |
| Ignite Planners, LLC | 10,877 | $478.0K | 0.13% | −137−1.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 10,610 | $474.3K | 0.32% | −180−1.7% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,596 | $473.6K | 0.12% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10,578 | $472.8K | 0.21% | −3,100−22.7% | Reduced |
| Forum Financial Management, LP | 10,575 | $472.7K | 0.01% | −556−5.0% | Reduced |
| City State Bank | 10,559 | $472.0K | 0.21% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 10,559 | $472.0K | 0.14% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 10,547 | $471.5K | 0.17% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 11,482 | $470.8K | 0.54% | +1,097+10.6% | Added |
| Oxford Financial Group Ltd | 10,531 | $470.7K | 0.03% | +170+1.6% | Added |
| Caldwell Sutter Capital, Inc. | 10,528 | $470.6K | 0.23% | +372+3.7% | Added |
| Westpac Banking Corp | 10,491 | $468.9K | 0.04% | −44−0.4% | Reduced |
| Opus Capital Group, LLC | 10,440 | $467.0K | 0.07% | −3,352−24.3% | Reduced |
| Concorde Asset Management, LLC | 10,487 | $466.6K | 0.32% | +2,820+36.8% | Added |
| Avidian Wealth Solutions, LLC | 10,435 | $466.5K | 0.02% | +330+3.3% | Added |
| Whalen Wealth Management Inc. | 10,429 | $466.2K | 0.35% | +10,429 | New |
| Foundations Investment Advisors, LLC | 10,424 | $465.9K | 0.01% | +1,041+11.1% | Added |
| Affinity Investment Advisors, LLC | 10,398 | $464.8K | 0.34% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 10,391 | $464.5K | 0.34% | −140−1.3% | Reduced |
| Everhart Financial Group, Inc. | 10,384 | $464.2K | 0.14% | −292−2.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,350 | $462.6K | 0.01% | +205+2.0% | Added |
| Freestone Capital Holdings, LLC | 10,345 | $462.4K | 0.02% | −49,341−82.7% | Reduced |
| Alerus Financial NA | 10,299 | $460.4K | 0.03% | −635−5.8% | Reduced |
| Berkshire Asset Management LLC | 10,295 | $460.0K | 0.02% | −1,370−11.7% | Reduced |
| SeaCrest Wealth Management, LLC | 10,279 | $459.5K | 0.06% | −14,543−58.6% | Reduced |
| Smart Portfolios, LLC | 10,243 | $457.9K | 0.48% | +425+4.3% | Added |
| SS&H Financial Advisors, Inc. | 10,241 | $457.0K | 0.19% | −1,075−9.5% | Reduced |
| New Hampshire Trust | 10,216 | $456.7K | 0.11% | −75−0.7% | Reduced |