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 |
|---|---|---|---|---|---|
| Moody Lynn & Lieberson, LLC | 8,108 | $362.4K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 8,101 | $362.1K | 0.06% | +120+1.5% | Added |
| Burt Wealth Advisors | 8,080 | $361.2K | 0.09% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 8,053 | $360.0K | 0.38% | −1,061−11.6% | Reduced |
| Trustmark National Bank Trust Department | 8,044 | $359.6K | 0.03% | −2,123−20.9% | Reduced |
| Kessler Investment Group, LLC | 8,009 | $358.0K | 0.22% | +8,009 | New |
| Paragon Capital Management Ltd | 7,996 | $357.4K | 0.06% | +1,270+18.9% | Added |
| Strategic Blueprint, LLC | 7,965 | $356.0K | 0.03% | +714+9.8% | Added |
| SevenBridge Financial Group, LLC | 8,520 | $352.8K | 0.08% | −6,659−43.9% | Reduced |
| Cedrus LLC | 7,892 | $352.8K | 0.19% | −1,583−16.7% | Reduced |
| Greater Midwest Financial Group, LLC | 7,890 | $352.7K | 0.22% | +86+1.1% | Added |
| LBMC Investment Advisors, LLC | 7,840 | $350.5K | 0.03% | +319+4.2% | Added |
| Eudaimonia Partners, LLC | 7,834 | $350.2K | 0.08% | −197−2.5% | Reduced |
| Perpetual Ltd | 8,205 | $349.9K | 0.00% | −590,860−98.6% | Reduced |
| Dodds Wealth, LLC | 7,815 | $349.3K | 0.14% | +7,815 | New |
| Virtue Capital Management, LLC | 8,328 | $345.4K | 0.06% | −5,794−41.0% | Reduced |
| Grey Street Capital, LLC | 7,624 | $344.5K | 0.05% | +7,624 | New |
| TrinityPoint Wealth, LLC | 7,665 | $342.6K | 0.06% | +555+7.8% | Added |
| Soltis Investment Advisors LLC | 7,649 | $341.9K | 0.04% | −50−0.6% | Reduced |
| Allegheny Financial Group LTD | 7,645 | $341.7K | 0.11% | −22−0.3% | Reduced |
| MBM Wealth Consultants, LLC | 7,561 | $341.6K | 0.12% | −21−0.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 7,641 | $341.5K | 0.04% | −1,609−17.4% | Reduced |
| Paladin Advisory Group, LLC | 7,740 | $340.2K | 0.27% | −145−1.8% | Reduced |
| Trilogy Capital Inc. | 7,598 | $339.6K | 0.02% | −67,701−89.9% | Reduced |
| Sanders Morris Harris LLC | 7,560 | $337.9K | 0.06% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 7,532 | $336.7K | 0.01% | −406−5.1% | Reduced |
| STAR Financial Bank | 7,522 | $336.2K | 0.29% | −150−2.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 7,440 | $336.2K | 0.05% | +925+14.2% | Added |
| Warren Averett Asset Management, LLC | 7,508 | $335.6K | 0.01% | +1,597+27.0% | Added |
| Laraway Financial Inc | 7,498 | $335.2K | 0.30% | +260+3.6% | Added |
| Kingswood Wealth Advisors, LLC | 7,475 | $334.1K | 0.04% | −333−4.3% | Reduced |
| First Citizens Financial Corp | 7,466 | $333.7K | 0.20% | +12+0.2% | Added |
| Tyche Wealth Partners LLC | 7,444 | $332.8K | 0.08% | −9,373−55.7% | Reduced |
| MCF Advisors LLC | 7,355 | $331.3K | 0.03% | +346+4.9% | Added |
| Kathmere Capital Management, LLC | 7,410 | $331.2K | 0.04% | +112+1.5% | Added |
| Boltwood Capital Management | 7,375 | $329.7K | 0.10% | −225−3.0% | Reduced |
| Nilsine Partners, LLC | 7,360 | $329.0K | 0.04% | +1,039+16.4% | Added |
| Warther Private Wealth, LLC | 7,351 | $328.6K | 0.15% | −7,352−50.0% | Reduced |
| Byrne Asset Management LLC | 7,285 | $325.6K | 0.23% | −45−0.6% | Reduced |
| Osborne Partners Capital Management, LLC | 7,275 | $325.2K | 0.02% | 00.0% | Unchanged |
| Human Investing LLC | 7,265 | $324.7K | 0.07% | +129+1.8% | Added |
| Oxinas Partners Wealth Management LLC | 7,243 | $323.7K | 0.21% | −6,483−47.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 7,239 | $323.6K | 0.15% | +37+0.5% | Added |
| Cambridge Advisors Inc. | 7,216 | $322.6K | 0.08% | +1,000+16.1% | Added |
| Fifth Third Wealth Advisors LLC | 7,215 | $322.5K | 0.05% | +7,215 | New |
| FFT Wealth Management LLC | 7,202 | $321.9K | 0.03% | +978+15.7% | Added |
| Summit X, LLC | 7,155 | $319.9K | 0.08% | +30.0% | Added |
| City Holding Co | 7,140 | $319.2K | 0.05% | −955−11.8% | Reduced |
| Liberty Capital Management, Inc. | 7,090 | $316.9K | 0.08% | 00.0% | Unchanged |
| PDS Planning, Inc | 7,085 | $316.7K | 0.03% | +172+2.5% | Added |
| Moseley Investment Management Inc | 7,082 | $316.6K | 0.16% | −124−1.7% | Reduced |
| Continuum Advisory, LLC | 7,620 | $316.5K | 0.05% | −3,827−33.4% | Reduced |
| Choate Investment Advisors | 7,073 | $316.2K | 0.01% | −731−9.4% | Reduced |
| Rehmann Capital Advisory Group | 7,016 | $313.6K | 0.02% | −188−2.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 6,969 | $311.5K | 0.04% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 6,961 | $311.2K | 0.14% | −1,112−13.8% | Reduced |
| Peak Asset Management, LLC | 6,959 | $311.1K | 0.06% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 6,951 | $310.7K | 0.01% | +1,693+32.2% | Added |
| Trifecta Capital Advisors, LLC | 6,950 | $310.7K | 0.08% | −360−4.9% | Reduced |
| Crestwood Advisors Group LLC | 6,878 | $307.4K | 0.01% | +201+3.0% | Added |
| Central Bank & Trust Co | 6,851 | $306.2K | 0.04% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 6,846 | $306.0K | 0.31% | +6,846 | New |
| Ameliora Wealth Management Ltd. | 6,840 | $305.7K | 0.14% | +2,440+55.5% | Added |
| Gladstone Institutional Advisory LLC | 6,833 | $305.4K | 0.02% | −1,882−21.6% | 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 |
| Coastal Investment Advisors, Inc. | 6,810 | $304.4K | 0.06% | −26−0.4% | Reduced |
| Country Club Bank | 6,790 | $303.5K | 0.02% | −57−0.8% | Reduced |
| Pittenger & Anderson Inc | 6,775 | $302.8K | 0.01% | −10,000−59.6% | Reduced |
| Texas Capital Bancshares Inc | 6,774 | $302.8K | 0.14% | +322+5.0% | Added |
| PGGM Investments | 6,741 | $301.0K | 0.00% | +6,741 | New |
| Farther Finance Advisors, LLC | 6,834 | $300.3K | 0.02% | +1,354+24.7% | Added |
| JNBA Financial Advisors | 6,683 | $298.7K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Group | 6,650 | $297.3K | 0.03% | −656−9.0% | Reduced |
| Trinity Financial Advisors LLC | 6,650 | $297.2K | 0.13% | −1,231−15.6% | Reduced |
| Riverwater Partners LLC | 6,631 | $296.4K | 0.22% | +6,631 | New |
| Keel Point, LLC | 6,629 | $296.3K | 0.03% | +253+4.0% | Added |
| Charter Research & Investment Group, Inc. | 6,612 | $295.6K | 0.23% | 00.0% | Unchanged |
| 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 |
| Intrinsic Value Partners, LLC | 6,591 | $294.6K | 0.31% | −158−2.3% | Reduced |
| Horan Securities, Inc. | 6,576 | $294.0K | 0.14% | +1,265+23.8% | Added |
| Community Bank & Trust, Waco, Texas | 6,551 | $293.0K | 0.07% | 00.0% | Unchanged |
| Sunpointe, LLC | 6,461 | $292.0K | 0.32% | +380+6.2% | Added |
| Dynasty Wealth Management, LLC | 6,522 | $291.5K | 0.01% | +6,522 | New |
| Level Four Advisory Services, LLC | 6,721 | $290.9K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 6,505 | $290.8K | 0.02% | −306−4.5% | Reduced |
| Headinvest, LLC | 6,501 | $290.6K | 0.06% | −33−0.5% | Reduced |
| Northwest Investment Counselors, LLC | 6,400 | $286.1K | 0.07% | −300−4.5% | Reduced |
| Mechanics Financial Corp | 6,386 | $285.5K | 0.15% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 6,385 | $285.4K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 6,374 | $285.0K | 0.00% | +2,140+50.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,360 | $284.3K | 0.01% | +185+3.0% | Added |
| Transamerica Financial Advisors, Inc. | 6,327 | $283.0K | 0.03% | −6,623−51.1% | Reduced |
| Investment House LLC | 6,325 | $282.7K | 0.02% | 00.0% | Unchanged |
| Epiq Partners, LLC | 6,313 | $282.2K | 0.19% | 00.0% | Unchanged |
| Riverview Trust Co | 6,308 | $282.0K | 0.22% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 6,302 | $281.7K | 0.11% | −191−2.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,297 | $281.5K | 0.04% | +6,297 | New |
| Northern Financial Advisors Inc | 6,292 | $281.2K | 0.22% | 00.0% | Unchanged |