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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 12,320 | $563.4K | 0.05% | −5,033−29.0% | Reduced |
| Prio Wealth Limited Partnership | 12,335 | $564.1K | 0.02% | −37,944−75.5% | Reduced |
| Forum Financial Management, LP | 12,363 | $565.3K | 0.01% | +1,770+16.7% | Added |
| Foundations Investment Advisors, LLC | 12,386 | $566.4K | 0.01% | +1,519+14.0% | Added |
| Smartleaf Asset Management LLC | 12,455 | $566.5K | 0.07% | +2,132+20.7% | Added |
| Lake Street Advisors Group, LLC | 12,296 | $568.4K | 0.03% | +620+5.3% | Added |
| Merit Financial Group, LLC | 12,514 | $572.3K | 0.01% | −12,194−49.4% | Reduced |
| VeraBank, N.A. | 12,610 | $576.7K | 0.17% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 12,644 | $578.2K | 0.08% | 00.0% | Unchanged |
| Great Waters Wealth Management | 12,666 | $579.2K | 0.08% | +1,482+13.3% | Added |
| JFS Wealth Advisors, LLC | 12,669 | $579.4K | 0.04% | +9,812+343.4% | Added |
| Forbes J M & Co LLP | 12,677 | $579.7K | 0.06% | −215−1.7% | Reduced |
| Lakeview Capital Partners, LLC | 12,683 | $580.0K | 0.09% | −3,363−21.0% | Reduced |
| Park Place Capital Corp | 12,804 | $585.5K | 0.17% | −1,425−10.0% | Reduced |
| Emerald Advisors, LLC | 11,911 | $585.5K | 0.08% | +1,333+12.6% | Added |
| City Center Advisors, LLC | 12,808 | $585.7K | 0.65% | −3,760−22.7% | Reduced |
| Axxcess Wealth Management, LLC | 12,960 | $592.7K | 0.01% | −633−4.7% | Reduced |
| Phillips Wealth Planners LLC | 12,056 | $593.3K | 0.57% | +243+2.1% | Added |
| AlphaStar Capital Management, LLC | 12,983 | $593.7K | 0.05% | −6,102−32.0% | Reduced |
| Vivaldi Capital Management, LLC | 13,001 | $594.5K | 0.17% | +483+3.9% | Added |
| Auxier Asset Management | 13,009 | $594.9K | 0.09% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 13,043 | $596.5K | 0.07% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 13,059 | $597.2K | 0.38% | −585−4.3% | Reduced |
| Unigestion Holding SA | 13,110 | $599.5K | 0.03% | +13,110 | New |
| Chicago Trust Co NA | 13,114 | $599.7K | 0.10% | −1,752−11.8% | Reduced |
| Acropolis Investment Management, LLC | 13,117 | $599.8K | 0.04% | +518+4.1% | Added |
| Ronald Blue Trust, Inc. | 15,123 | $600.4K | 0.01% | +3,893+34.7% | Added |
| Ullmann Financial Group, Inc. | 13,213 | $604.2K | 0.08% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 13,270 | $606.9K | 0.01% | +3,491+35.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,271 | $606.9K | 0.18% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 13,276 | $607.1K | 0.13% | +10.0% | Added |
| Avestar Capital, LLC | 13,282 | $607.4K | 0.07% | +4,073+44.2% | Added |
| Bank of Stockton | 13,311 | $608.7K | 0.18% | +1,159+9.5% | Added |
| Wolff Financial Management LLC | 13,354 | $611.0K | 0.17% | +13,354 | New |
| Rogco, LP | 13,371 | $611.5K | 0.24% | −70−0.5% | Reduced |
| Fusion Capital, LLC | 13,373 | $611.5K | 0.26% | +3,708+38.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 13,461 | $615.6K | 0.21% | +10.0% | Added |
| Interactive Financial Advisors | 13,462 | $615.6K | 0.32% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,489 | $616.8K | 0.02% | −307−2.2% | Reduced |
| Sit Investment Associates Inc | 13,500 | $617.0K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 12,747 | $618.6K | 0.02% | +446+3.6% | Added |
| Perkins Capital Management Inc | 13,600 | $621.9K | 0.58% | −384−2.7% | Reduced |
| Carlson Capital Management | 13,684 | $625.8K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 13,787 | $630.0K | 0.04% | −31,290−69.4% | Reduced |
| Waldron Private Wealth LLC | 13,777 | $630.0K | 0.03% | +492+3.7% | Added |
| Monetary Management Group Inc | 13,865 | $634.0K | 0.16% | −500−3.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 13,894 | $635.4K | 0.12% | +11,737+544.1% | Added |
| Manchester Capital Management LLC | 13,930 | $637.0K | 0.07% | +467+3.5% | Added |
| Farther Finance Advisors, LLC | 13,937 | $637.3K | 0.02% | +4,976+55.5% | Added |
| Intrust Bank NA | 14,034 | $641.8K | 0.06% | +711+5.3% | Added |
| Northwest Wealth Management, LLC | 14,083 | $644.0K | 0.15% | +5,404+62.3% | Added |
| Everpar Advisors LLC | 14,186 | $648.7K | 0.34% | +531+3.9% | Added |
| Koshinski Asset Management, Inc. | 14,203 | $649.5K | 0.06% | −1,181−7.7% | Reduced |
| J.W. Cole Advisors, Inc. | 14,252 | $651.7K | 0.03% | +955+7.2% | Added |
| Gilbert & Cook, Inc. | 14,256 | $651.9K | 0.09% | −82−0.6% | Reduced |
| Kinneret Advisory, LLC | 14,230 | $657.9K | 0.06% | −186−1.3% | Reduced |
| Sweet Financial Partners, LLC | 14,411 | $659.0K | 0.14% | −382−2.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 14,436 | $660.2K | 0.06% | +50.0% | Added |
| Jag Capital Management, LLC | 14,570 | $666.3K | 0.08% | +387+2.7% | Added |
| Total Clarity Wealth Management, Inc. | 14,656 | $670.2K | 0.22% | +5,165+54.4% | Added |
| First Horizon Advisors, Inc. | 14,659 | $670.4K | 0.02% | −3,840−20.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 14,661 | $670.4K | 0.16% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 14,680 | $671.3K | 0.03% | +1,034+7.6% | Added |
| AIA Group Ltd | 14,743 | $674.2K | 0.02% | −1,413−8.7% | Reduced |
| Steel Peak Wealth Management LLC | 14,641 | $676.9K | 0.03% | −88,657−85.8% | Reduced |
| Sunpointe, LLC | 14,695 | $679.3K | 0.56% | +8,013+119.9% | Added |
| Oxford Financial Group Ltd | 14,925 | $682.5K | 0.04% | +5,300+55.1% | Added |
| Stratos Wealth Advisors, LLC | 14,940 | $683.2K | 0.03% | −638−4.1% | Reduced |
| Dynamic Advisor Solutions LLC | 14,944 | $683.4K | 0.02% | −1,021−6.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 14,952 | $683.8K | 0.06% | +1,274+9.3% | Added |
| Oldfather Financial Services, LLC | 15,049 | $688.2K | 0.26% | +49+0.3% | Added |
| NewEdge Wealth, LLC | 15,053 | $688.4K | 0.01% | −2,223−12.9% | Reduced |
| Greenfield Savings Bank | 15,058 | $688.6K | 0.33% | +188+1.3% | Added |
| RFG Advisory, LLC | 15,124 | $691.6K | 0.02% | −4,074−21.2% | Reduced |
| Wrapmanager Inc | 15,212 | $695.6K | 0.18% | −2,923−16.1% | Reduced |
| Cidel Asset Management Inc | 15,221 | $696.1K | 0.05% | −265−1.7% | Reduced |
| DF Dent & Co Inc | 15,276 | $698.6K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 15,284 | $698.9K | 0.01% | +5,911+63.1% | Added |
| Longfellow Investment Management Co LLC | 15,420 | $705.2K | 0.18% | +93+0.6% | Added |
| Axim Planning & Wealth | 15,423 | $705.3K | 0.79% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 15,472 | $707.5K | 0.23% | +899+6.2% | Added |
| Prossimo Advisors, LLC | 15,511 | $709.0K | 0.52% | +595+4.0% | Added |
| David Loasby | 16,354 | $719.3K | 0.07% | −1,964−10.7% | Reduced |
| L & S Advisors Inc | 15,800 | $722.5K | 0.08% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 15,952 | $729.5K | 0.00% | −4,150−20.6% | Reduced |
| NBC Securities, Inc. | 16,048 | $733.0K | 0.06% | −2,906−15.3% | Reduced |
| Cigna Investments Inc | 16,066 | $735.0K | 0.13% | −332−2.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 16,089 | $735.8K | 0.20% | +34+0.2% | Added |
| Montag A & Associates Inc | 15,921 | $736.0K | 0.03% | −1,275−7.4% | Reduced |
| Woodmont Investment Counsel LLC | 16,117 | $737.0K | 0.06% | −631−3.8% | Reduced |
| Personal Cfo Solutions, LLC | 16,131 | $737.7K | 0.10% | −2,017−11.1% | Reduced |
| Altfest L J & Co Inc | 16,169 | $739.0K | 0.10% | +565+3.6% | Added |
| Geneos Wealth Management Inc. | 16,161 | $739.0K | 0.03% | +4,544+39.1% | Added |
| Shepherd Financial Partners LLC | 16,186 | $740.2K | 0.09% | +1,223+8.2% | Added |
| Drive Wealth Management, LLC | 16,028 | $741.0K | 0.19% | +31+0.2% | Added |
| AlphaCore Capital LLC | 16,089 | $743.8K | 0.17% | +63+0.4% | Added |
| Powers Advisory Group, LLC | 16,268 | $743.9K | 0.37% | +88+0.5% | Added |
| Apollon Wealth Management, LLC | 16,291 | $745.0K | 0.02% | −796−4.7% | Reduced |
| Trust Asset Management LLC | 16,320 | $746.3K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 16,368 | $748.3K | 0.02% | −1,251−7.1% | Reduced |