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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 14,365 | $570.3K | 0.15% | −2,700−15.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 14,431 | $572.9K | 0.05% | −375−2.5% | Reduced |
| Stephenson National Bank & Trust | 14,573 | $578.5K | 0.20% | −409−2.7% | Reduced |
| Kinneret Advisory, LLC | 14,416 | $579.4K | 0.06% | +1,966+15.8% | Added |
| Cherry Tree Wealth Management, LLC | 14,661 | $582.0K | 0.15% | 00.0% | Unchanged |
| Whittier Trust Co | 14,708 | $583.9K | 0.01% | −1,903−11.5% | Reduced |
| Centiva Capital, LP | 14,726 | $584.6K | 0.03% | −29,508−66.7% | Reduced |
| Sweet Financial Partners, LLC | 14,793 | $587.3K | 0.13% | −134−0.9% | Reduced |
| Chicago Trust Co NA | 14,866 | $590.2K | 0.12% | −6,458−30.3% | Reduced |
| Greenfield Savings Bank | 14,870 | $590.3K | 0.30% | +1,556+11.7% | Added |
| Prossimo Advisors, LLC | 14,916 | $592.0K | 0.54% | +14,916 | New |
| Evergreen Capital Management LLC | 14,736 | $592.2K | 0.02% | +1,183+8.7% | Added |
| Shepherd Financial Partners LLC | 14,963 | $594.0K | 0.08% | +369+2.5% | Added |
| Oldfather Financial Services, LLC | 15,000 | $595.5K | 0.24% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 15,078 | $598.6K | 0.02% | −12,605−45.5% | Reduced |
| Oak Thistle LLC | 15,239 | $605.0K | 0.45% | +15,239 | New |
| DF Dent & Co Inc | 15,276 | $606.5K | 0.01% | +1,863+13.9% | Added |
| Pacific Global Investment Management CO | 15,302 | $607.5K | 0.12% | +845+5.8% | Added |
| Longfellow Investment Management Co LLC | 15,327 | $608.5K | 0.15% | +105+0.7% | Added |
| Axim Planning & Wealth | 15,423 | $612.3K | 0.73% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 15,384 | $613.4K | 0.06% | −994−6.1% | Reduced |
| Cidel Asset Management Inc | 15,486 | $614.8K | 0.05% | −508−3.2% | Reduced |
| Stratos Wealth Advisors, LLC | 15,578 | $618.5K | 0.03% | +3,965+34.1% | Added |
| Altfest L J & Co Inc | 15,604 | $619.0K | 0.08% | +67+0.4% | Added |
| L & S Advisors Inc | 15,800 | $627.3K | 0.07% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 15,136 | $632.1K | 0.05% | +2,293+17.9% | Added |
| Dynamic Advisor Solutions LLC | 15,965 | $633.8K | 0.02% | −994−5.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 16,055 | $637.4K | 0.18% | −15,198−48.6% | Reduced |
| AIA Group Ltd | 16,156 | $641.4K | 0.02% | +7,799+93.3% | Added |
| Powers Advisory Group, LLC | 16,180 | $642.3K | 0.35% | +14+0.1% | Added |
| Drive Wealth Management, LLC | 15,997 | $642.9K | 0.17% | −47−0.3% | Reduced |
| AlphaCore Capital LLC | 16,026 | $644.1K | 0.16% | −194−1.2% | Reduced |
| Machina Capital S.A.S. | 16,247 | $645.0K | 0.29% | +16,247 | New |
| Trust Asset Management LLC | 16,320 | $647.9K | 0.05% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 16,380 | $650.0K | 0.37% | 00.0% | Unchanged |
| Cigna Investments Inc | 16,398 | $651.0K | 0.12% | −117−0.7% | Reduced |
| Wilkins Investment Counsel Inc | 16,450 | $653.1K | 0.10% | 00.0% | Unchanged |
| IFG Advisors, LLC | 16,625 | $660.0K | 0.16% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 16,635 | $660.4K | 0.00% | +16,635 | New |
| La Banque Postale Asset Management SA | 16,650 | $661.0K | 0.03% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 16,688 | $662.5K | 0.02% | −279−1.6% | Reduced |
| Woodmont Investment Counsel LLC | 16,748 | $664.9K | 0.05% | −18,190−52.1% | Reduced |
| Invst, LLC | 17,126 | $672.0K | 0.07% | −521−3.0% | Reduced |
| Atwood & Palmer Inc | 16,948 | $672.8K | 0.05% | −814−4.6% | Reduced |
| Sunbelt Securities, Inc. | 16,980 | $674.1K | 0.07% | +34+0.2% | Added |
| Apollon Wealth Management, LLC | 17,087 | $678.3K | 0.02% | −3,640−17.6% | Reduced |
| Financial Advisory Corp | 17,224 | $684.0K | 0.28% | +856+5.2% | Added |
| Poehling Capital Management, LLC | 17,246 | $684.7K | 0.19% | +5,134+42.4% | Added |
| NewEdge Wealth, LLC | 17,276 | $685.9K | 0.01% | −16,054−48.2% | Reduced |
| Reuter James Wealth Management, LLC | 17,311 | $687.2K | 0.51% | −601−3.4% | Reduced |
| DMG Group, LLC | 17,361 | $689.2K | 0.59% | +1,703+10.9% | Added |
| Parkside Financial Bank & Trust | 17,378 | $689.9K | 0.11% | −975−5.3% | Reduced |
| Montag A & Associates Inc | 17,196 | $691.1K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 16,983 | $692.9K | 0.08% | −2,186−11.4% | Reduced |
| Ahl Investment Management, Inc. | 17,506 | $695.0K | 0.51% | +17,506 | New |
| Aptus Capital Advisors, LLC | 17,513 | $695.3K | 0.01% | +2,143+13.9% | Added |
| Vestor Capital, LLC | 17,598 | $699.0K | 0.06% | +456+2.7% | Added |
| BKD Wealth Advisors, LLC | 17,610 | $699.1K | 0.02% | +1,154+7.0% | Added |
| Whittier Trust Co of Nevada Inc | 17,619 | $699.5K | 0.02% | −1,844−9.5% | Reduced |
| Ballentine Partners, LLC | 17,664 | $701.3K | 0.01% | −1,332−7.0% | Reduced |
| Van Hulzen Asset Management, LLC | 17,685 | $702.0K | 0.05% | −500−2.7% | Reduced |
| Cohen Capital Management, Inc. | 17,700 | $702.7K | 0.12% | +17,700 | New |
| Annex Advisory Services, LLC | 17,774 | $705.6K | 0.02% | −650−3.5% | Reduced |
| Atomi Financial Group, Inc. | 17,775 | $705.7K | 0.05% | +4,608+35.0% | Added |
| CFS Investment Advisory Services, LLC | 17,816 | $707.0K | 0.06% | +17,816 | New |
| Blackston Financial Advisory Group, LLC | 17,896 | $710.5K | 0.40% | +4,043+29.2% | Added |
| Atlas Financial Advisors, Inc. | 17,906 | $710.9K | 1.18% | −1,426−7.4% | Reduced |
| Financial Advisory Service, Inc. | 17,910 | $711.0K | 0.06% | +135+0.8% | Added |
| Twin Capital Management Inc | 17,993 | $714.3K | 0.08% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 16,046 | $717.3K | 0.12% | 00.0% | Unchanged |
| Norden Group LLC | 18,068 | $717.3K | 0.14% | −877−4.6% | Reduced |
| Northeast Investment Management | 18,129 | $719.7K | 0.03% | −1,038−5.4% | Reduced |
| Wrapmanager Inc | 18,135 | $720.0K | 0.20% | −2,379−11.6% | Reduced |
| Personal Cfo Solutions, LLC | 18,148 | $720.5K | 0.11% | −1,049−5.5% | Reduced |
| Exencial Wealth Advisors, LLC | 18,172 | $721.4K | 0.03% | +979+5.7% | Added |
| Panagora Asset Management Inc | 18,217 | $723.2K | 0.00% | −14−0.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 18,032 | $724.7K | 0.02% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 18,432 | $731.8K | 0.10% | −3,202−14.8% | Reduced |
| First Horizon Advisors, Inc. | 18,499 | $734.5K | 0.02% | −443−2.3% | Reduced |
| Diversified Trust Co | 18,505 | $734.6K | 0.02% | +18,505 | New |
| Sanibel Captiva Trust Company, Inc. | 18,517 | $735.1K | 0.03% | −287−1.5% | Reduced |
| Sumitomo Life Insurance Co | 18,618 | $739.1K | 0.02% | −2,467−11.7% | Reduced |
| LGT Fund Management Co Ltd. | 18,700 | $742.4K | 0.09% | +18,700 | New |
| Mittelman Wealth Management | 18,765 | $745.0K | 0.48% | 00.0% | Unchanged |
| David Loasby | 18,318 | $747.4K | 0.07% | −3,344−15.4% | Reduced |
| City Center Advisors, LLC | 16,568 | $748.7K | 0.88% | 00.0% | Unchanged |
| NBC Securities, Inc. | 18,954 | $752.0K | 0.07% | −1,496−7.3% | Reduced |
| LifePlan Financial, LLC | 19,081 | $757.5K | 0.70% | −472−2.4% | Reduced |
| AlphaStar Capital Management, LLC | 19,085 | $757.7K | 0.07% | −1,226−6.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 19,086 | $757.7K | 0.12% | −401−2.1% | Reduced |
| Jefferies Financial Group Inc. | 19,180 | $761.4K | 0.01% | +19,180 | New |
| RFG Advisory, LLC | 19,198 | $762.2K | 0.02% | −1,566−7.5% | Reduced |
| Wedmont Private Capital | 18,109 | $762.4K | 0.05% | +1,991+12.4% | Added |
| Mission Wealth Management, LP | 19,275 | $765.2K | 0.02% | +1,002+5.5% | Added |
| J. W. Coons Advisors, LLC | 19,320 | $767.0K | 0.19% | −200−1.0% | Reduced |
| ISAM Funds (UK) Ltd | 19,350 | $768.2K | 0.58% | +19,350 | New |
| Perigon Wealth Management, LLC | 19,514 | $774.7K | 0.02% | +149+0.8% | Added |
| Visionary Wealth Advisors | 19,531 | $775.4K | 0.05% | −88,765−82.0% | Reduced |
| Leavell Investment Management, Inc. | 19,303 | $776.0K | 0.04% | +44+0.2% | Added |
| Lowe Brockenbrough & Co Inc | 19,336 | $777.1K | 0.05% | −365−1.9% | Reduced |