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 |
|---|---|---|---|---|---|
| Rogco, LP | 13,441 | $533.6K | 0.22% | +1,912+16.6% | Added |
| Intrust Bank NA | 13,323 | $528.9K | 0.06% | +693+5.5% | Added |
| J.W. Cole Advisors, Inc. | 13,297 | $527.9K | 0.02% | −272−2.0% | Reduced |
| Matisse Capital | 13,290 | $527.6K | 0.26% | −1,800−11.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,275 | $527.0K | 0.12% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 13,271 | $526.9K | 0.16% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 13,213 | $524.5K | 0.07% | +129+1.0% | Added |
| Symmetry Partners, LLC | 13,143 | $522.0K | 0.03% | +3,168+31.8% | Added |
| Isthmus Partners, LLC | 13,043 | $517.8K | 0.06% | 00.0% | Unchanged |
| Auxier Asset Management | 13,009 | $516.5K | 0.08% | +1,500+13.0% | Added |
| Rezny Wealth Management, Inc. | 13,000 | $516.1K | 0.14% | +13,000 | New |
| Fullerton Fund Management Co Ltd. | 12,996 | $515.9K | 0.02% | +12,996 | New |
| Buck Wealth Strategies, LLC | 12,948 | $514.0K | 0.15% | −97,338−88.3% | Reduced |
| Berger Financial Group, Inc | 12,929 | $513.3K | 0.04% | +3,813+41.8% | Added |
| Forbes J M & Co LLP | 12,892 | $511.8K | 0.05% | +215+1.7% | Added |
| Mitchell Sinkler & Starr | 11,480 | $509.8K | 0.13% | −2,500−17.9% | Reduced |
| Graham Capital Management, L.P. | 12,830 | $509.4K | 0.02% | +7,952+163.0% | Added |
| Wallace Advisory Group, LLC | 12,814 | $508.7K | 0.37% | −883−6.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 12,808 | $508.5K | 0.10% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 12,697 | $504.1K | 0.18% | +263+2.1% | Added |
| Ronald Blue Trust, Inc. | 11,230 | $502.0K | 0.01% | +2,390+27.0% | Added |
| Bedel Financial Consulting, Inc. | 12,644 | $502.0K | 0.07% | −673−5.1% | Reduced |
| CIC Wealth, LLC | 12,635 | $501.6K | 0.14% | −1,179−8.5% | Reduced |
| IFP Advisors, Inc | 12,620 | $501.0K | 0.02% | −675−5.1% | Reduced |
| VeraBank, N.A. | 12,610 | $500.6K | 0.16% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 12,599 | $500.2K | 0.03% | −158−1.2% | Reduced |
| Vivaldi Capital Management, LLC | 12,518 | $497.0K | 0.14% | −199−1.6% | Reduced |
| Prosperity Consulting Group, LLC | 12,398 | $492.2K | 0.07% | −1,709−12.1% | Reduced |
| RDA Financial Network | 12,318 | $489.0K | 0.16% | +1,494+13.8% | Added |
| West Paces Advisors Inc. | 12,268 | $487.0K | 0.13% | −2,698−18.0% | Reduced |
| Trust Point Inc. | 12,239 | $485.9K | 0.04% | −1,238−9.2% | Reduced |
| Bank of Stockton | 12,152 | $482.4K | 0.15% | +2,579+26.9% | Added |
| Phillips Wealth Planners LLC | 11,813 | $482.0K | 0.51% | +331+2.9% | Added |
| WBI Investments | 12,136 | $481.8K | 0.12% | −592−4.7% | Reduced |
| Lion Street Advisors, LLC | 12,097 | $480.3K | 0.18% | +987+8.9% | Added |
| Kovack Advisors, Inc. | 12,002 | $476.5K | 0.05% | +86+0.7% | Added |
| Gifford Fong Associates | 12,000 | $476.0K | 0.13% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 11,973 | $475.3K | 0.14% | +223+1.9% | Added |
| Lake Street Advisors Group, LLC | 11,676 | $469.2K | 0.02% | +714+6.5% | Added |
| WealthPLAN Partners, LLC | 11,813 | $469.0K | 0.05% | +35+0.3% | Added |
| Essex Savings Bank | 11,790 | $468.1K | 0.13% | +105+0.9% | Added |
| Smith Chas P & Associates Pa Cpas | 11,677 | $463.6K | 0.03% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 11,677 | $463.6K | 0.03% | +11,677 | New |
| Kingswood Wealth Advisors, LLC | 11,668 | $463.2K | 0.04% | +4,193+56.1% | Added |
| Graypoint LLC | 11,665 | $463.1K | 0.03% | −781−6.3% | Reduced |
| Westpac Banking Corp | 11,653 | $462.6K | 0.04% | +1,162+11.1% | Added |
| Geneos Wealth Management Inc. | 11,617 | $461.2K | 0.02% | −2,198−15.9% | Reduced |
| Keystone Financial Group | 11,539 | $458.1K | 0.16% | +6+0.1% | Added |
| Hiley Hunt Wealth Management | 11,409 | $452.9K | 0.28% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 11,409 | $452.9K | 0.32% | +34+0.3% | Added |
| Ellevest, Inc. | 11,351 | $450.6K | 0.03% | +61+0.5% | Added |
| Future Financial Wealth Managment LLC | 11,328 | $449.7K | 0.40% | +177+1.6% | Added |
| Berkshire Asset Management LLC | 11,290 | $448.2K | 0.02% | +995+9.7% | Added |
| Penobscot Investment Management Company, Inc. | 11,231 | $445.9K | 0.04% | 00.0% | Unchanged |
| Great Waters Wealth Management | 11,184 | $444.0K | 0.07% | −200−1.8% | Reduced |
| Live Oak Investment Partners | – | $442.9K | 0.37% | – | New |
| Caldwell Sutter Capital, Inc. | 11,137 | $442.1K | 0.22% | +609+5.8% | Added |
| Modera Wealth Management, LLC | 11,132 | $441.9K | 0.01% | +9+0.1% | Added |
| Mission Creek Capital Partners, Inc. | 11,130 | $441.9K | 0.11% | −16,751−60.1% | Reduced |
| Smart Portfolios, LLC | 11,088 | $440.2K | 0.44% | +845+8.2% | Added |
| SeaCrest Wealth Management, LLC | 11,037 | $438.2K | 0.05% | +758+7.4% | Added |
| Rothschild Investment LLC | 11,018 | $437.4K | 0.03% | −13−0.1% | Reduced |
| Institute for Wealth Management, LLC. | 11,007 | $437.0K | 0.06% | −128−1.1% | Reduced |
| Precision Wealth Strategies, LLC | 10,997 | $436.6K | 0.45% | 00.0% | Unchanged |
| First National Bank | 10,993 | $436.4K | 0.32% | −800−6.8% | Reduced |
| IHT Wealth Management, LLC | 10,938 | $434.2K | 0.02% | −1,424−11.5% | Reduced |
| Centennial Wealth Advisory LLC | 10,920 | $433.6K | 0.19% | +754+7.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 9,995 | $432.6K | 0.09% | −1,022−9.3% | Reduced |
| Summit Trail Advisors, LLC | 10,730 | $431.5K | 0.01% | −6,501−37.7% | Reduced |
| Foundations Investment Advisors, LLC | 10,867 | $431.4K | 0.01% | +443+4.2% | Added |
| Eagle Rock Investment Company, LLC | 10,847 | $430.6K | 0.08% | +97+0.9% | Added |
| Avidian Wealth Solutions, LLC | 10,823 | $429.7K | 0.02% | +388+3.7% | Added |
| White Pine Capital LLC | 10,820 | $429.5K | 0.16% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 10,767 | $427.4K | 0.04% | +777+7.8% | Added |
| Ignite Planners, LLC | 10,944 | $427.3K | 0.10% | +67+0.6% | Added |
| Gratus Capital LLC | 10,754 | $426.9K | 0.02% | −563−5.0% | Reduced |
| Edge Capital Group, LLC | 10,749 | $426.7K | 0.02% | −570−5.0% | Reduced |
| Modern Wealth Management, LLC | 10,701 | $424.8K | 0.03% | −193−1.8% | Reduced |
| Flputnam Investment Management Co | 10,674 | $423.8K | 0.01% | −24−0.2% | Reduced |
| Freestone Capital Holdings, LLC | 10,631 | $422.1K | 0.02% | +286+2.8% | Added |
| AdvisorNet Financial, Inc | 10,630 | $422.0K | 0.04% | +602+6.0% | Added |
| Aveo Capital Partners, LLC | 10,617 | $421.5K | 0.05% | +983+10.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 10,610 | $421.2K | 0.29% | 00.0% | Unchanged |
| Forum Financial Management, LP | 10,593 | $420.6K | 0.01% | +18+0.2% | Added |
| Everhart Financial Group, Inc. | 10,579 | $420.0K | 0.11% | +195+1.9% | Added |
| Emerald Advisors, LLC | 10,578 | $420.0K | 0.06% | +4,578+76.3% | Added |
| DHJJ Financial Advisors, Ltd. | 10,578 | $420.0K | 0.18% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 10,559 | $419.2K | 0.12% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,495 | $416.7K | 0.10% | −101−1.0% | Reduced |
| Benjamin Edwards Inc | 10,448 | $415.0K | 0.08% | −260−2.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,454 | $415.0K | 0.13% | +10,454 | New |
| Affinity Investment Advisors, LLC | 10,398 | $412.8K | 0.31% | 00.0% | Unchanged |
| Lynx Investment Advisory | 10,344 | $410.7K | 0.30% | +10,344 | New |
| Keel Point, LLC | 9,681 | $410.5K | 0.04% | +3,052+46.0% | 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 |
| Smartleaf Asset Management LLC | 10,323 | $409.6K | 0.07% | +929+9.9% | Added |
| Alerus Financial NA | 10,299 | $408.9K | 0.03% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 10,297 | $408.8K | 0.25% | −94−0.9% | Reduced |
| Heritage Oak Wealth Advisors LLC | 10,293 | $408.6K | 0.21% | +10,293 | New |