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, Q2 2024
Institutional positions in US Bancorp DE as of Jun 30, 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
- 1,677
- −5 vs. Q1 2024
- Shares held
- 1.22B
- −1.29M (−0.1%) vs. Q1 2024
- Total value
- $48.4B
- −$6.04B (−11.1%) vs. Q1 2024
- New holders
- 136
- 600 more added
- Sold out
- 141
- 672 more reduced
23 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding US Bancorp DE; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Liberty Wealth Management LLC | 8,528 | $339.0K | 0.06% | +225+2.7% | Added |
| LWMG, LLC | 8,596 | $341.3K | 0.07% | +10+0.1% | Added |
| Greater Midwest Financial Group, LLC | 8,081 | $342.2K | 0.22% | +191+2.4% | Added |
| Archford Capital Strategies, LLC | 8,648 | $343.3K | 0.06% | −10.0% | Reduced |
| Barr E S & Co | 8,668 | $344.1K | 0.02% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 8,679 | $344.5K | 0.09% | −108−1.2% | Reduced |
| Valmark Advisers, Inc. | 8,707 | $345.7K | 0.01% | +242+2.9% | Added |
| First Affirmative Financial Network | 8,715 | $346.0K | 0.24% | −51−0.6% | Reduced |
| Kolinsky Wealth Management, LLC | 8,742 | $347.1K | 0.25% | −1,220−12.2% | Reduced |
| Hall Laurie J Trustee | 8,770 | $348.0K | 0.12% | −300−3.3% | Reduced |
| TrinityPoint Wealth, LLC | 8,774 | $348.3K | 0.05% | +1,109+14.5% | Added |
| Hendershot Investments Inc. | 8,816 | $350.0K | 0.05% | −1,250−12.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 8,830 | $350.6K | 0.06% | −1,250−12.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 8,833 | $350.7K | 0.01% | −500−5.4% | Reduced |
| Farther Finance Advisors, LLC | 8,961 | $351.6K | 0.02% | +2,127+31.1% | Added |
| Wealth Alliance Advisory Group, LLC | 8,907 | $353.6K | 0.08% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 7,787 | $353.6K | 0.06% | −541−6.5% | Reduced |
| Rise Advisors, LLC | 8,912 | $353.8K | 0.19% | +275+3.2% | Added |
| Advisors Management Group Inc | 8,933 | $355.0K | 0.09% | −350−3.8% | Reduced |
| Baldwin Brothers Inc | 8,959 | $355.7K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 8,983 | $356.6K | 0.01% | −2,238−19.9% | Reduced |
| BSW Wealth Partners | 9,005 | $357.5K | 0.06% | −189−2.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 9,009 | $357.6K | 0.03% | +520+6.1% | Added |
| Center for Financial Planning, Inc. | 9,029 | $358.5K | 0.05% | −67−0.7% | Reduced |
| First Business Financial Services, Inc. | 9,042 | $359.0K | 0.04% | −300−3.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,048 | $359.2K | 0.02% | −1,769−16.4% | Reduced |
| Old Port Advisors | 9,101 | $361.3K | 0.11% | −2,384−20.8% | Reduced |
| New Century Financial Group, LLC | 9,137 | $362.7K | 0.15% | +9,137 | New |
| Secure Asset Management, LLC | 9,188 | $364.8K | 0.07% | +9,188 | New |
| Romano Brothers and Company | 9,190 | $364.8K | 0.05% | 00.0% | Unchanged |
| Avestar Capital, LLC | 9,209 | $365.6K | 0.04% | −15,264−62.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,214 | $365.8K | 0.04% | −2,570−21.8% | Reduced |
| Paulson Wealth Management Inc. | 9,252 | $367.3K | 0.11% | +159+1.7% | Added |
| Central Bank & Trust Co | 9,276 | $368.3K | 0.05% | +2,425+35.4% | Added |
| Chicago Capital, LLC | 9,282 | $368.5K | 0.01% | +3,958+74.3% | Added |
| LSV Asset Management | 9,300 | $369.0K | 0.00% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 9,300 | $369.0K | 0.04% | −339−3.5% | Reduced |
| Asset Dedication, LLC | 9,311 | $369.6K | 0.03% | −499−5.1% | Reduced |
| PFG Investments, LLC | 9,373 | $372.1K | 0.03% | +331+3.7% | Added |
| Intech Investment Management LLC | 9,373 | $372.1K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 9,458 | $374.5K | 0.02% | +9,458 | New |
| Duncker Streett & Co Inc | 9,437 | $374.6K | 0.07% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 8,679 | $375.7K | 0.09% | +8,679 | New |
| Adviser Investments LLC | 9,469 | $375.9K | 0.00% | +26+0.3% | Added |
| Marco Investment Management LLC | 9,478 | $376.3K | 0.03% | +42+0.4% | Added |
| Total Clarity Wealth Management, Inc. | 9,491 | $376.8K | 0.13% | −1,497−13.6% | Reduced |
| International Private Wealth Advisors LLC | 9,509 | $377.5K | 0.64% | +315+3.4% | Added |
| Bremer Bank National Association | 9,519 | $377.9K | 0.07% | −2,640−21.7% | Reduced |
| Venture Visionary Partners LLC | 9,524 | $378.1K | 0.02% | −35−0.4% | Reduced |
| City State Bank | 9,526 | $378.2K | 0.15% | −1,033−9.8% | Reduced |
| Chilton Investment Co LLC | 9,604 | $381.3K | 0.01% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 9,625 | $382.1K | 0.03% | −906−8.6% | Reduced |
| Ti-Trust, Inc | 9,635 | $382.5K | 0.29% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 9,642 | $382.8K | 0.23% | −80−0.8% | Reduced |
| Landaas & Co | 9,651 | $383.0K | 0.12% | −4,520−31.9% | Reduced |
| McDonald Capital Investors Inc | 9,649 | $383.1K | 0.02% | 00.0% | Unchanged |
| Fusion Capital, LLC | 9,665 | $383.7K | 0.18% | +480+5.2% | Added |
| Security National Bank of Sioux City Iowa | 9,739 | $386.6K | 0.28% | −301−3.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,779 | $388.2K | 0.01% | −571−5.5% | Reduced |
| Forza Wealth Management, LLC | 9,790 | $388.7K | 0.20% | −400−3.9% | Reduced |
| Beck Mack & Oliver LLC | 9,790 | $388.7K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 9,800 | $389.1K | 0.24% | +9,800 | New |
| Courier Capital LLC | 9,825 | $390.1K | 0.03% | −21,336−68.5% | Reduced |
| New Hampshire Trust | 9,905 | $393.2K | 0.09% | −311−3.0% | Reduced |
| Steele Capital Management, Inc. | 9,825 | $394.9K | 0.02% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 9,970 | $395.8K | 0.22% | −3,200−24.3% | Reduced |
| Conning Inc. | 9,994 | $396.8K | 0.01% | +143+1.5% | Added |
| Chase Investment Counsel Corp | 10,006 | $397.0K | 0.14% | +799+8.7% | Added |
| Foster & Motley Inc | 10,049 | $399.0K | 0.03% | −782−7.2% | Reduced |
| Checchi Capital Advisers, LLC | 10,085 | $400.4K | 0.03% | −77−0.8% | Reduced |
| PEAK6 Investments LLC | 10,109 | $401.3K | 0.02% | −50,392−83.3% | Reduced |
| Abbrea Capital, LLC | 10,033 | $403.0K | 0.05% | −1,872−15.7% | Reduced |
| Clark Capital Management Group, Inc. | 10,175 | $403.9K | 0.00% | +43+0.4% | Added |
| Fortitude Advisory Group L.L.C. | 10,206 | $405.2K | 0.24% | +30.0% | Added |
| FIL Ltd | 10,237 | $406.4K | 0.00% | +128+1.3% | Added |
| SS&H Financial Advisors, Inc. | 10,241 | $407.0K | 0.16% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 9,633 | $407.9K | 0.10% | −715−6.9% | Reduced |
| Heritage Oak Wealth Advisors LLC | 10,293 | $408.6K | 0.21% | +10,293 | New |
| Capital Management Associates, Inc | 10,297 | $408.8K | 0.25% | −94−0.9% | Reduced |
| Alerus Financial NA | 10,299 | $408.9K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 10,323 | $409.6K | 0.07% | +929+9.9% | Added |
| Ostrum Asset Management | 10,325 | $409.9K | 0.04% | −803−7.2% | Reduced |
| Excalibur Management Corp | 10,325 | $409.9K | 0.17% | +415+4.2% | Added |
| Keel Point, LLC | 9,681 | $410.5K | 0.04% | +3,052+46.0% | Added |
| Lynx Investment Advisory | 10,344 | $410.7K | 0.30% | +10,344 | New |
| Affinity Investment Advisors, LLC | 10,398 | $412.8K | 0.31% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,454 | $415.0K | 0.13% | +10,454 | New |
| Benjamin Edwards Inc | 10,448 | $415.0K | 0.08% | −260−2.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,495 | $416.7K | 0.10% | −101−1.0% | Reduced |
| Sage Capital Advisors,llc | 10,559 | $419.2K | 0.12% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10,578 | $420.0K | 0.18% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 10,578 | $420.0K | 0.06% | +4,578+76.3% | Added |
| Everhart Financial Group, Inc. | 10,579 | $420.0K | 0.11% | +195+1.9% | Added |
| Forum Financial Management, LP | 10,593 | $420.6K | 0.01% | +18+0.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 10,610 | $421.2K | 0.29% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 10,617 | $421.5K | 0.05% | +983+10.2% | Added |
| AdvisorNet Financial, Inc | 10,630 | $422.0K | 0.04% | +602+6.0% | Added |
| Freestone Capital Holdings, LLC | 10,631 | $422.1K | 0.02% | +286+2.8% | Added |
| Flputnam Investment Management Co | 10,674 | $423.8K | 0.01% | −24−0.2% | Reduced |
| Modern Wealth Management, LLC | 10,701 | $424.8K | 0.03% | −193−1.8% | Reduced |