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 |
|---|---|---|---|---|---|
| Burt Wealth Advisors | 8,080 | $320.8K | 0.08% | 00.0% | Unchanged |
| M&R Capital Management Inc | 8,069 | $320.3K | 0.08% | −481−5.6% | Reduced |
| Sebold Capital Management, Inc. | 8,016 | $318.2K | 0.22% | −1,203−13.0% | Reduced |
| Warren Averett Asset Management, LLC | 8,009 | $318.0K | 0.01% | +501+6.7% | Added |
| Kessler Investment Group, LLC | 8,009 | $318.0K | 0.17% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 8,008 | $317.9K | 0.06% | −407−4.8% | Reduced |
| Perpetual Ltd | 7,995 | $317.4K | 0.00% | −210−2.6% | Reduced |
| Moss Adams Wealth Advisors LLC | 7,871 | $316.3K | 0.04% | +431+5.8% | Added |
| Beverly Hills Private Wealth, LLC | 7,929 | $314.8K | 0.07% | −659−7.7% | Reduced |
| Linscomb & Williams, Inc. | 7,908 | $313.9K | 0.02% | −953−10.8% | Reduced |
| LBMC Investment Advisors, LLC | 7,869 | $312.4K | 0.03% | +29+0.4% | Added |
| Trilogy Capital Inc. | 7,864 | $312.2K | 0.02% | +266+3.5% | Added |
| Dodds Wealth, LLC | 7,815 | $311.6K | 0.12% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 7,814 | $310.2K | 0.02% | −294−3.6% | Reduced |
| STAR Financial Bank | 7,772 | $308.5K | 0.24% | +250+3.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,756 | $307.9K | 0.05% | +3,160+68.8% | Added |
| Core Wealth Partners LLC | 7,750 | $307.7K | 0.21% | +7,750 | New |
| Nilsine Partners, LLC | 7,740 | $307.3K | 0.04% | +380+5.2% | Added |
| Baron Wealth Management LLC | 7,733 | $307.0K | 0.16% | +1,710+28.4% | Added |
| Banque Cantonale Vaudoise | 7,697 | $306.0K | 0.01% | +1,663+27.6% | Added |
| Concentric Wealth Management, LLC | 7,705 | $305.9K | 0.08% | −1,415−15.5% | Reduced |
| Creekside Partners | 7,702 | $305.8K | 0.17% | +7,702 | New |
| MBM Wealth Consultants, LLC | 7,663 | $305.5K | 0.10% | +102+1.3% | Added |
| Allegheny Financial Group LTD | 7,671 | $304.6K | 0.09% | +26+0.3% | Added |
| Concorde Asset Management, LLC | 7,670 | $304.5K | 0.19% | −2,817−26.9% | Reduced |
| Paladin Advisory Group, LLC | 7,740 | $303.7K | 0.24% | 00.0% | Unchanged |
| Summit X, LLC | 7,606 | $303.2K | 0.07% | +451+6.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,635 | $303.1K | 0.07% | +1,275+20.0% | Added |
| New Wave Wealth Advisors LLC | 7,618 | $302.4K | 0.16% | +7,618 | New |
| Rehmann Capital Advisory Group | 7,617 | $302.4K | 0.02% | +601+8.6% | Added |
| Clear Street Markets LLC | 7,600 | $302.0K | 0.12% | +3,300+76.7% | Added |
| Barlow Wealth Partners, Inc. | 6,736 | $301.6K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 7,563 | $300.3K | 0.01% | −863−10.2% | Reduced |
| Sanders Morris Harris LLC | 7,560 | $300.1K | 0.05% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 7,557 | $300.0K | 0.03% | +147+2.0% | Added |
| Great Lakes Advisors, LLC | 7,543 | $299.5K | 0.00% | −4,546−37.6% | Reduced |
| Laraway Financial Inc | 7,498 | $297.7K | 0.25% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 7,572 | $297.1K | 0.03% | −69−0.9% | Reduced |
| Cedrus LLC | 7,458 | $296.1K | 0.15% | −434−5.5% | Reduced |
| Eagle Harbor Asset Management Inc | 7,453 | $295.9K | 0.32% | −600−7.5% | Reduced |
| Continuum Advisory, LLC | 7,452 | $295.8K | 0.04% | −168−2.2% | Reduced |
| MCF Advisors LLC | 7,380 | $295.6K | 0.02% | +25+0.3% | Added |
| Cambridge Advisors Inc. | 7,436 | $295.2K | 0.07% | +220+3.0% | Added |
| International Assets Investment Management, LLC | 7,410 | $294.2K | 0.03% | −2,606−26.0% | Reduced |
| PDS Planning, Inc | 7,333 | $291.1K | 0.03% | +248+3.5% | Added |
| Human Investing LLC | 7,291 | $289.4K | 0.06% | +26+0.4% | Added |
| Osborne Partners Capital Management, LLC | 7,275 | $288.8K | 0.02% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 7,265 | $288.4K | 0.34% | +7,265 | New |
| FSB Premier Wealth Management, Inc. | 7,263 | $288.3K | 0.13% | +24+0.3% | Added |
| Oxinas Partners Wealth Management LLC | 7,259 | $288.2K | 0.19% | +16+0.2% | Added |
| Gradient Investments LLC | 7,234 | $287.2K | 0.01% | +2,312+47.0% | Added |
| Larson Financial Group LLC | 7,221 | $286.7K | 0.02% | −11,613−61.7% | Reduced |
| Maven Securities LTD | 7,169 | $284.6K | 0.04% | +7,169 | New |
| Strategic Blueprint, LLC | 7,163 | $284.4K | 0.02% | −802−10.1% | Reduced |
| FDx Advisors, Inc. | 7,149 | $284.0K | 0.08% | −64,511−90.0% | Reduced |
| Soltis Investment Advisors LLC | 7,133 | $283.2K | 0.03% | −516−6.7% | Reduced |
| FFT Wealth Management LLC | 7,131 | $283.1K | 0.03% | −71−1.0% | Reduced |
| Rossmore Private Capital | 7,113 | $282.4K | 0.04% | −1,516−17.6% | Reduced |
| Cary Street Partners Asset Management LLC | 7,088 | $281.4K | 0.04% | +703+11.0% | Added |
| Choate Investment Advisors | 7,066 | $280.5K | 0.01% | −7−0.1% | Reduced |
| Miracle Mile Advisors, LLC | 7,064 | $280.4K | 0.01% | −468−6.2% | Reduced |
| Gladstone Institutional Advisory LLC | 7,020 | $278.7K | 0.01% | +187+2.7% | Added |
| Boltwood Capital Management | 6,975 | $276.9K | 0.09% | −400−5.4% | Reduced |
| Peak Asset Management, LLC | 6,959 | $276.3K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 6,959 | $276.0K | 0.00% | +585+9.2% | Added |
| Trifecta Capital Advisors, LLC | 6,950 | $275.9K | 0.06% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 6,867 | $272.6K | 0.12% | −94−1.4% | Reduced |
| Headlands Technologies LLC | 6,865 | $272.5K | 0.03% | +6,865 | New |
| Advisory Alpha, LLC | 6,859 | $272.3K | 0.01% | −92−1.3% | Reduced |
| Hardy Reed LLC | 6,848 | $271.9K | 0.03% | +250+3.8% | Added |
| Dynasty Wealth Management, LLC | 6,843 | $271.6K | 0.01% | +321+4.9% | Added |
| Ameliora Wealth Management Ltd. | 6,840 | $271.5K | 0.12% | 00.0% | Unchanged |
| West Oak Capital, LLC | 6,806 | $270.2K | 0.11% | −9,997−59.5% | Reduced |
| Level Four Advisory Services, LLC | 6,797 | $269.8K | 0.01% | +76+1.1% | Added |
| Catalyst Financial Partners LLC | 6,797 | $269.8K | 0.06% | +123+1.8% | Added |
| Country Club Bank | 6,790 | $269.4K | 0.02% | 00.0% | Unchanged |
| Sunpointe, LLC | 6,682 | $268.6K | 0.17% | +221+3.4% | Added |
| Crestwood Advisors Group LLC | 6,711 | $266.4K | 0.01% | −167−2.4% | Reduced |
| JNBA Financial Advisors | 6,683 | $265.3K | 0.03% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 6,669 | $264.8K | 0.04% | −300−4.3% | Reduced |
| City Holding Co | 6,660 | $264.4K | 0.04% | −480−6.7% | Reduced |
| LRI Investments, LLC | 6,657 | $264.3K | 0.03% | +5,972+871.8% | Added |
| Riverwater Partners LLC | 6,631 | $263.3K | 0.20% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 6,613 | $262.5K | 0.10% | −6,367−49.1% | Reduced |
| Charter Research & Investment Group, Inc. | 6,612 | $262.5K | 0.21% | 00.0% | Unchanged |
| Horan Securities, Inc. | 6,586 | $261.5K | 0.11% | +10+0.2% | Added |
| Community Bank & Trust, Waco, Texas | 6,551 | $260.0K | 0.06% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 6,533 | $259.4K | 0.25% | −5,588−46.1% | Reduced |
| Spire Wealth Management | 6,527 | $259.1K | 0.01% | −2,313−26.2% | Reduced |
| Beacon Financial Group | 6,526 | $259.1K | 0.03% | −124−1.9% | Reduced |
| Headinvest, LLC | 6,501 | $258.1K | 0.05% | 00.0% | Unchanged |
| Laurion Capital Management LP | 6,493 | $257.8K | 0.01% | +6,493 | New |
| Tucker Asset Management LLC | 6,492 | $257.7K | 0.06% | +695+12.0% | Added |
| Atlantic Union Bankshares Corp | 6,443 | $255.8K | 0.02% | +6,443 | New |
| Moseley Investment Management Inc | 6,387 | $253.6K | 0.12% | −695−9.8% | Reduced |
| Pure Financial Advisors, Inc. | 6,386 | $253.5K | 0.01% | +162+2.6% | Added |
| Mechanics Financial Corp | 6,386 | $253.5K | 0.13% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 6,385 | $253.5K | 0.10% | +6,385 | New |
| Ransom Advisory, Ltd | 6,356 | $252.3K | 0.13% | +800+14.4% | Added |
| Transamerica Financial Advisors, Inc. | 6,327 | $252.0K | 0.03% | 00.0% | Unchanged |