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, Q3 2024
Institutional positions in US Bancorp DE as of Sep 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
- 1,721
- +65 vs. Q2 2024
- Shares held
- 1.22B
- +114.8M (+10.4%) vs. Q2 2024
- Total value
- $55.9B
- +$11.9B (+27.1%) vs. Q2 2024
- New holders
- 153
- 628 more added
- Sold out
- 88
- 686 more reduced
21 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding US Bancorp DE; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Byrne Asset Management LLC | 5,800 | $265.2K | 0.18% | −375−6.1% | Reduced |
| Meridian Financial, LLC | 5,821 | $266.2K | 0.18% | +15+0.3% | Added |
| JT Stratford LLC | 5,843 | $267.2K | 0.05% | +118+2.1% | Added |
| Moseley Investment Management Inc | 5,879 | $268.9K | 0.11% | −508−8.0% | Reduced |
| Alpha Family Trust | 5,925 | $270.9K | 0.15% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 5,926 | $271.0K | 0.02% | +5,926 | New |
| TBH Global Asset Management, LLC | 5,940 | $271.6K | 0.06% | +5,940 | New |
| Capital Investment Advisory Services, LLC | 5,947 | $272.0K | 0.03% | +96+1.6% | Added |
| Arrien Investments, Inc. | 5,954 | $272.3K | 0.20% | −133−2.2% | Reduced |
| West Paces Advisors Inc. | 5,972 | $273.1K | 0.07% | −6,296−51.3% | Reduced |
| Knollwood Investment Advisory, LLC | 6,001 | $274.4K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 6,014 | $275.0K | 0.01% | +357+6.3% | Added |
| Marble Harbor Investment Counsel, LLC | 6,044 | $276.4K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 6,053 | $276.8K | 0.03% | +533+9.7% | Added |
| Jeppson Wealth Management, LLC | 6,054 | $276.8K | 0.10% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 6,065 | $277.4K | 0.07% | −206−3.3% | Reduced |
| MCF Advisors LLC | 6,023 | $277.8K | 0.02% | −1,357−18.4% | Reduced |
| Intrinsic Value Partners, LLC | 6,079 | $278.0K | 0.28% | −260−4.1% | Reduced |
| Osborne Partners Capital Management, LLC | 6,082 | $278.1K | 0.02% | −1,193−16.4% | Reduced |
| Sculati Wealth Management, LLC | 6,113 | $279.5K | 0.11% | 00.0% | Unchanged |
| Investment House LLC | 6,125 | $280.1K | 0.02% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 6,136 | $280.6K | 0.01% | +6,136 | New |
| Journey Strategic Wealth LLC | 6,138 | $280.7K | 0.01% | +6,138 | New |
| Graves-Light Private Wealth Management, Inc. | 6,155 | $281.5K | 0.03% | −1,417−18.7% | Reduced |
| L2 Asset Management, LLC | 6,174 | $282.3K | 0.08% | +208+3.5% | Added |
| Summit X, LLC | 7,122 | $282.7K | 0.07% | −484−6.4% | Reduced |
| Callan Family Office, LLC | 6,195 | $283.3K | 0.05% | +829+15.4% | Added |
| Community Trust & Investment Co | 6,203 | $283.7K | 0.02% | +6,203 | New |
| Venture Visionary Partners LLC | 6,224 | $284.6K | 0.01% | −3,300−34.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,272 | $286.8K | 0.04% | +115+1.9% | Added |
| Transamerica Financial Advisors, Inc. | 6,256 | $287.0K | 0.03% | −71−1.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 6,301 | $288.0K | 0.06% | −250−3.8% | Reduced |
| Epiq Partners, LLC | 6,313 | $288.7K | 0.16% | 00.0% | Unchanged |
| West Family Investments, Inc. | 6,321 | $289.1K | 0.10% | +1,128+21.7% | Added |
| CBOE Vest Financial, LLC | 6,322 | $289.1K | 0.01% | +6,322 | New |
| Beacon Financial Group | 6,382 | $291.8K | 0.03% | −144−2.2% | Reduced |
| Mechanics Financial Corp | 6,386 | $292.0K | 0.13% | 00.0% | Unchanged |
| Riverwater Partners LLC | 6,631 | $293.4K | 0.15% | 00.0% | Unchanged |
| PGGM Investments | 6,428 | $294.0K | 0.00% | +1,081+20.2% | Added |
| Atlantic Union Bankshares Corp | 6,443 | $294.6K | 0.02% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 6,451 | $295.0K | 0.11% | +547+9.3% | Added |
| Pure Financial Advisors, Inc. | 6,469 | $295.8K | 0.01% | +83+1.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,469 | $295.8K | 0.00% | −375,825−98.3% | Reduced |
| Virtue Capital Management, LLC | 6,475 | $296.1K | 0.06% | −1,312−16.8% | Reduced |
| Lindbrook Capital, LLC | 6,498 | $297.2K | 0.03% | +207+3.3% | Added |
| Headinvest, LLC | 6,501 | $297.3K | 0.06% | 00.0% | Unchanged |
| Hardy Reed LLC | 6,524 | $298.3K | 0.03% | −324−4.7% | Reduced |
| Sheets Smith Wealth Management | 6,549 | $299.5K | 0.04% | −1,932−22.8% | Reduced |
| Barlow Wealth Partners, Inc. | 6,736 | $299.6K | 0.04% | 00.0% | Unchanged |
| Boltwood Capital Management | 6,575 | $300.7K | 0.09% | −400−5.7% | Reduced |
| Horan Securities, Inc. | 6,595 | $301.6K | 0.12% | +9+0.1% | Added |
| Hoxton Planning & Management, LLC | 6,597 | $301.7K | 0.12% | +333+5.3% | Added |
| Charter Research & Investment Group, Inc. | 6,612 | $302.4K | 0.22% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 6,616 | $302.6K | 0.05% | +6,616 | New |
| Pekin Hardy Strauss, Inc. | 6,669 | $305.0K | 0.04% | 00.0% | Unchanged |
| Lincoln Capital LLC | 6,670 | $305.0K | 0.06% | −1,510−18.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6,676 | $305.3K | 0.04% | +6,267+1,532.3% | Added |
| JNBA Financial Advisors | 6,683 | $305.6K | 0.03% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 6,684 | $305.7K | 0.01% | −159−2.3% | Reduced |
| STAR Financial Bank | 6,692 | $306.0K | 0.21% | −1,080−13.9% | Reduced |
| Crestwood Advisors Group LLC | 6,699 | $306.4K | 0.01% | −12−0.2% | Reduced |
| Concentric Wealth Management, LLC | 6,750 | $308.7K | 0.08% | −955−12.4% | Reduced |
| Warren Averett Asset Management, LLC | 6,755 | $308.9K | 0.01% | −1,254−15.7% | Reduced |
| Summit Global Investments | 6,752 | $309.0K | 0.02% | −1,332−16.5% | Reduced |
| Schechter Investment Advisors, LLC | 6,757 | $309.0K | 0.02% | +899+15.3% | Added |
| Peoples Financial Services Corp. | 6,765 | $309.3K | 0.14% | −102−1.5% | Reduced |
| Soltis Investment Advisors LLC | 6,821 | $311.9K | 0.03% | −312−4.4% | Reduced |
| Ameliora Wealth Management Ltd. | 6,840 | $312.8K | 0.13% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 6,855 | $313.5K | 0.06% | −1,074−13.5% | Reduced |
| First Interstate Bank | 6,858 | $313.6K | 0.02% | +536+8.5% | Added |
| Advisory Alpha, LLC | 6,899 | $315.5K | 0.01% | +40+0.6% | Added |
| Level Four Advisory Services, LLC | 6,540 | $316.0K | 0.01% | −257−3.8% | Reduced |
| Cary Street Partners Asset Management LLC | 6,912 | $316.1K | 0.04% | −176−2.5% | Reduced |
| Trifecta Capital Advisors, LLC | 6,950 | $317.8K | 0.07% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 6,959 | $318.2K | 0.06% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 6,969 | $318.7K | 0.02% | −51−0.7% | Reduced |
| Sterling Capital Management LLC | 6,989 | $319.6K | 0.00% | +6,989 | New |
| BSW Wealth Partners | 7,008 | $320.5K | 0.05% | −1,997−22.2% | Reduced |
| Choate Investment Advisors | 7,021 | $321.1K | 0.01% | −45−0.6% | Reduced |
| Quotient Wealth Partners, LLC | 7,031 | $321.5K | 0.01% | +734+11.7% | Added |
| Northwest Investment Counselors, LLC | 7,075 | $323.5K | 0.07% | +800+12.7% | Added |
| Axq Capital, LP | 7,079 | $323.7K | 0.10% | +7,079 | New |
| Great Lakes Advisors, LLC | 7,134 | $326.2K | 0.00% | −409−5.4% | Reduced |
| Delta Asset Management LLC | 7,154 | $327.2K | 0.03% | −1,000−12.3% | Reduced |
| Ci Investments Inc. | 7,179 | $328.0K | 0.00% | +220+3.2% | Added |
| Catalyst Financial Partners LLC | 7,195 | $329.0K | 0.06% | +398+5.9% | Added |
| Laraway Financial Inc | 7,198 | $329.2K | 0.26% | −300−4.0% | Reduced |
| Asset Dedication, LLC | 7,211 | $329.8K | 0.02% | −2,100−22.6% | Reduced |
| Cambridge Advisors Inc. | 7,216 | $330.0K | 0.07% | −220−3.0% | Reduced |
| PDS Planning, Inc | 7,252 | $331.6K | 0.03% | −81−1.1% | Reduced |
| New Covenant Trust Company, N.A. | 7,293 | $331.7K | 0.32% | −119−1.6% | Reduced |
| Landaas & Co | 7,257 | $332.0K | 0.09% | −2,394−24.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,266 | $332.3K | 0.01% | −7,812−51.8% | Reduced |
| Heritage Oak Wealth Advisors LLC | 7,267 | $332.3K | 0.15% | −3,026−29.4% | Reduced |
| New Wave Wealth Advisors LLC | 7,267 | $332.3K | 0.15% | −351−4.6% | Reduced |
| Wedgewood Investors Inc | 7,278 | $332.8K | 0.36% | +13+0.2% | Added |
| Rehmann Capital Advisory Group | 7,296 | $333.7K | 0.02% | −321−4.2% | Reduced |
| Fenimore Asset Management Inc | 7,332 | $335.3K | 0.01% | −55,037−88.2% | Reduced |
| Oxford Asset Management LLP | 7,349 | $336.1K | 0.28% | +7,349 | New |
| Archford Capital Strategies, LLC | 7,154 | $337.1K | 0.05% | −1,494−17.3% | Reduced |