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 |
|---|---|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 9,482 | $433.6K | 0.27% | −724−7.1% | Reduced |
| Adviser Investments LLC | 9,520 | $435.4K | 0.01% | +51+0.5% | Added |
| Accurate Wealth Management, LLC | 9,270 | $435.7K | 0.09% | −363−3.8% | Reduced |
| PFG Investments, LLC | 9,539 | $436.2K | 0.03% | +166+1.8% | Added |
| New Century Financial Group, LLC | 9,594 | $438.7K | 0.16% | +457+5.0% | Added |
| Chilton Investment Co LLC | 9,604 | $439.2K | 0.01% | 00.0% | Unchanged |
| Ti-Trust, Inc | 9,630 | $440.4K | 0.32% | −5−0.1% | Reduced |
| New Hampshire Trust | 9,648 | $441.2K | 0.09% | −257−2.6% | Reduced |
| McDonald Capital Investors Inc | 9,649 | $441.2K | 0.03% | 00.0% | Unchanged |
| Courier Capital LLC | 9,662 | $441.8K | 0.03% | −163−1.7% | Reduced |
| Clearstead Advisors, LLC | 9,668 | $442.1K | 0.01% | −10,671−52.5% | Reduced |
| Meridian Wealth Management, LLC | 9,689 | $443.1K | 0.02% | +9,689 | New |
| Duncker Streett & Co Inc | 9,698 | $443.5K | 0.08% | +261+2.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 9,708 | $443.9K | 0.09% | −287−2.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 9,754 | $446.0K | 0.10% | −1,376−12.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 9,772 | $446.9K | 0.08% | −3,036−23.7% | Reduced |
| Beck Mack & Oliver LLC | 9,790 | $447.7K | 0.01% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 9,790 | $447.7K | 0.21% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 11,290 | $448.2K | 0.02% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 9,848 | $450.3K | 0.00% | −327−3.2% | Reduced |
| Pallas Capital Advisors LLC | 9,301 | $450.6K | 0.02% | +3,735+67.1% | Added |
| Chicago Capital, LLC | 9,882 | $451.9K | 0.01% | +600+6.5% | Added |
| Conning Inc. | 9,906 | $453.0K | 0.01% | −88−0.9% | Reduced |
| Accent Capital Management, LLC | 9,800 | $453.1K | 0.26% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 9,857 | $455.5K | 0.01% | −873−8.1% | Reduced |
| Chronos Wealth Management, LLC | 9,970 | $455.9K | 0.24% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,044 | $459.3K | 0.13% | −410−3.9% | Reduced |
| TrinityPoint Wealth, LLC | 10,124 | $463.0K | 0.07% | +1,350+15.4% | Added |
| DHJJ Financial Advisors, Ltd. | 10,150 | $464.2K | 0.18% | −428−4.0% | Reduced |
| Alerus Financial NA | 10,199 | $466.4K | 0.03% | −100−1.0% | Reduced |
| Aveo Capital Partners, LLC | 10,223 | $467.5K | 0.05% | −394−3.7% | Reduced |
| Stevens Capital Management LP | 10,262 | $469.0K | 0.07% | +10,262 | New |
| Lynx Investment Advisory | 10,261 | $469.2K | 0.34% | −83−0.8% | Reduced |
| Capital Management Associates, Inc | 10,297 | $470.9K | 0.19% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 10,336 | $472.7K | 0.01% | −8,844−46.1% | Reduced |
| Checchi Capital Advisers, LLC | 10,372 | $474.3K | 0.04% | +287+2.8% | Added |
| Affinity Investment Advisors, LLC | 10,398 | $475.5K | 0.33% | 00.0% | Unchanged |
| Excalibur Management Corp | 10,400 | $475.6K | 0.18% | +75+0.7% | Added |
| Ostrum Asset Management | 10,452 | $478.0K | 0.04% | +127+1.2% | Added |
| Arcataur Capital Management LLC | 10,503 | $480.3K | 0.16% | −3,337−24.1% | Reduced |
| Ellevest, Inc. | 10,503 | $480.3K | 0.03% | −848−7.5% | Reduced |
| Kovack Advisors, Inc. | 10,546 | $482.3K | 0.05% | −1,456−12.1% | Reduced |
| Sage Capital Advisors,llc | 10,559 | $482.9K | 0.13% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,562 | $483.0K | 0.11% | +67+0.6% | Added |
| Chase Investment Counsel Corp | 10,581 | $483.0K | 0.16% | +575+5.7% | Added |
| Everhart Financial Group, Inc. | 10,587 | $484.1K | 0.11% | +8+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 10,601 | $484.8K | 0.05% | +1,592+17.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 10,610 | $485.2K | 0.31% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 10,616 | $485.5K | 0.08% | −231−2.1% | Reduced |
| Pinnacle Bancorp, Inc. | 10,619 | $485.6K | 0.13% | −3,676−25.7% | Reduced |
| Edge Capital Group, LLC | 10,625 | $485.9K | 0.02% | −124−1.2% | Reduced |
| Flputnam Investment Management Co | 10,633 | $486.2K | 0.01% | −41−0.4% | Reduced |
| Marcum Wealth, LLC | 10,690 | $488.9K | 0.05% | −77−0.7% | Reduced |
| Larson Financial Group LLC | 10,800 | $493.9K | 0.03% | +3,579+49.6% | Added |
| Dodge & Cox | 10,800 | $493.9K | 0.00% | −14,200−56.8% | Reduced |
| Institute for Wealth Management, LLC. | 10,807 | $494.2K | 0.06% | −200−1.8% | Reduced |
| White Pine Capital LLC | 10,820 | $494.8K | 0.17% | 00.0% | Unchanged |
| RDA Financial Network | 10,866 | $496.9K | 0.15% | −1,452−11.8% | Reduced |
| Trust Point Inc. | 10,874 | $497.3K | 0.04% | −1,365−11.2% | Reduced |
| First National Bank | 10,923 | $499.5K | 0.35% | −70−0.6% | Reduced |
| Ignite Planners, LLC | 10,951 | $500.8K | 0.11% | +7+0.1% | Added |
| Rothschild Investment LLC | 10,958 | $501.1K | 0.03% | −60−0.5% | Reduced |
| Precision Wealth Strategies, LLC | 10,997 | $502.9K | 0.47% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 11,000 | $503.0K | 0.02% | −3,000−21.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,021 | $504.0K | 0.04% | +11,021 | New |
| Caldwell Sutter Capital, Inc. | 11,026 | $504.2K | 0.23% | −111−1.0% | Reduced |
| Whittier Trust Co | 11,035 | $504.5K | 0.01% | −3,673−25.0% | Reduced |
| Smart Portfolios, LLC | 11,088 | $507.1K | 0.52% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 12,814 | $508.7K | 0.37% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $513.0K | 0.40% | – | – |
| Penobscot Investment Management Company, Inc. | 11,231 | $513.6K | 0.05% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 11,319 | $517.6K | 0.37% | −9−0.1% | Reduced |
| Hiley Hunt Wealth Management | 11,409 | $521.7K | 0.30% | 00.0% | Unchanged |
| Brighton Jones LLC | 11,411 | $521.8K | 0.02% | −31,932−73.7% | Reduced |
| Modera Wealth Management, LLC | 11,448 | $523.5K | 0.01% | +316+2.8% | Added |
| Defined Wealth Management, LLC | 11,454 | $523.8K | 0.34% | +45+0.4% | Added |
| Centennial Wealth Advisory LLC | 11,462 | $524.2K | 0.20% | +542+5.0% | Added |
| Mitchell Sinkler & Starr | 11,480 | $525.0K | 0.13% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 11,514 | $526.5K | 0.06% | +477+4.3% | Added |
| Capula Management Ltd | 11,543 | $527.9K | 0.01% | +11,543 | New |
| Keystone Financial Group | 11,545 | $528.0K | 0.07% | +6+0.1% | Added |
| IHT Wealth Management, LLC | 11,635 | $529.0K | 0.02% | +697+6.4% | Added |
| Essex Financial Services, Inc. | 11,049 | $530.7K | 0.04% | −4,087−27.0% | Reduced |
| Westpac Banking Corp | 11,653 | $532.9K | 0.04% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 11,664 | $533.4K | 0.04% | −1,265−9.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 11,677 | $534.0K | 0.03% | 00.0% | Unchanged |
| Graypoint LLC | 11,765 | $538.0K | 0.03% | +100+0.9% | Added |
| AdvisorNet Financial, Inc | 11,812 | $540.1K | 0.04% | +1,182+11.1% | Added |
| IFP Advisors, Inc | 11,844 | $541.7K | 0.02% | −776−6.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,809 | $544.9K | 0.03% | +9,201+352.8% | Added |
| Boyd Watterson Asset Management LLC | 11,973 | $547.5K | 0.15% | 00.0% | Unchanged |
| Gifford Fong Associates | 12,000 | $549.0K | 0.14% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 12,080 | $552.4K | 0.19% | +6,000+98.7% | Added |
| Lion Street Advisors, LLC | 12,107 | $553.7K | 0.19% | +10+0.1% | Added |
| Essex Savings Bank | 12,134 | $554.8K | 0.14% | +344+2.9% | Added |
| CIC Wealth, LLC | 12,205 | $558.1K | 0.14% | −430−3.4% | Reduced |
| WealthPLAN Partners, LLC | 12,276 | $561.4K | 0.08% | +463+3.9% | Added |
| Atlas Brown,Inc. | 12,287 | $561.9K | 0.19% | −410−3.2% | Reduced |
| Matisse Capital | 12,290 | $562.0K | 0.27% | −1,000−7.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 12,309 | $562.9K | 0.04% | +641+5.5% | Added |