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 |
|---|---|---|---|---|---|
| Cunning Capital Partners, LP | 16,380 | $749.0K | 0.40% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 16,450 | $752.3K | 0.10% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 16,314 | $754.2K | 0.02% | −1,718−9.5% | Reduced |
| Aptus Capital Advisors, LLC | 16,619 | $760.0K | 0.01% | −894−5.1% | Reduced |
| IFG Advisors, LLC | 16,626 | $760.3K | 0.16% | +10.0% | Added |
| La Banque Postale Asset Management SA | 16,650 | $761.4K | 0.01% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 16,708 | $764.1K | 0.14% | +1,406+9.2% | Added |
| Invst, LLC | 16,767 | $766.7K | 0.09% | −359−2.1% | Reduced |
| Impact Partnership Wealth, LLC | 16,928 | $774.1K | 0.17% | −18,901−52.8% | Reduced |
| Atwood & Palmer Inc | 16,948 | $775.0K | 0.05% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 16,990 | $777.0K | 0.15% | −35,786−67.8% | Reduced |
| Capital Square, LLC | 17,104 | $782.2K | 0.47% | −456−2.6% | Reduced |
| Poehling Capital Management, LLC | 17,126 | $783.2K | 0.20% | −120−0.7% | Reduced |
| Vestor Capital, LLC | 17,136 | $784.0K | 0.06% | −462−2.6% | Reduced |
| Sunbelt Securities, Inc. | 17,174 | $785.4K | 0.08% | +194+1.1% | Added |
| Blackston Financial Advisory Group, LLC | 17,215 | $787.3K | 0.41% | −681−3.8% | Reduced |
| Dana Investment Advisors, Inc. | 17,352 | $793.5K | 0.03% | +664+4.0% | Added |
| Baldwin Brothers Inc | 17,280 | $794.4K | 0.05% | +8,321+92.9% | Added |
| GTS Securities LLC | 17,390 | $795.2K | 0.02% | −52,469−75.1% | Reduced |
| Fullerton Fund Management Co Ltd. | 17,402 | $795.8K | 0.03% | +4,406+33.9% | Added |
| Twin Capital Management Inc | 17,501 | $800.3K | 0.09% | −492−2.7% | Reduced |
| Ahl Investment Management, Inc. | 17,506 | $800.5K | 0.55% | 00.0% | Unchanged |
| Arnhold LLC | 17,530 | $801.6K | 0.08% | −7,500−30.0% | Reduced |
| Davidson Trust Co | 17,574 | $803.7K | 0.41% | +17,574 | New |
| CFS Investment Advisory Services, LLC | 17,583 | $804.0K | 0.07% | −233−1.3% | Reduced |
| Cohen Capital Management, Inc. | 17,700 | $809.4K | 0.13% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 17,748 | $812.0K | 0.06% | +63+0.4% | Added |
| CX Institutional | 17,782 | $813.2K | 0.04% | −4,923−21.7% | Reduced |
| Evergreen Capital Management LLC | 17,592 | $813.3K | 0.03% | +2,856+19.4% | Added |
| My Legacy Advisors, LLC | 17,903 | $818.7K | 0.32% | −3,154−15.0% | Reduced |
| Financial Advisory Service, Inc. | 17,952 | $821.0K | 0.07% | +42+0.2% | Added |
| Angeles Investment Advisors, LLC | 17,773 | $821.3K | 0.04% | −1,803−9.2% | Reduced |
| LVM Capital Management Ltd | 20,724 | $823.0K | 0.09% | 00.0% | Unchanged |
| Northeast Investment Management | 18,129 | $829.0K | 0.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 18,209 | $832.7K | 0.00% | −80.0% | Reduced |
| Wolf Group Capital Advisors | 25,213 | $833.0K | 0.40% | +25,213 | New |
| Nomura Holdings Inc | 18,350 | $839.1K | 0.01% | −3,024−14.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 18,468 | $844.5K | 0.03% | −49−0.3% | Reduced |
| Parkside Financial Bank & Trust | 18,487 | $845.4K | 0.12% | +1,109+6.4% | Added |
| Seven Eight Capital, LP | 18,530 | $847.4K | 0.08% | −10,942−37.1% | Reduced |
| Inceptionr LLC | 18,535 | $847.6K | 0.21% | −13,038−41.3% | Reduced |
| Wright Investors Service Inc | 18,555 | $848.5K | 0.22% | −33,148−64.1% | Reduced |
| Wedmont Private Capital | 19,123 | $850.4K | 0.05% | +1,014+5.6% | Added |
| Cahill Financial Advisors Inc | 18,616 | $851.3K | 0.12% | +5,092+37.7% | Added |
| First County Bank | 18,655 | $853.1K | 0.42% | −4,011−17.7% | Reduced |
| Exencial Wealth Advisors, LLC | 18,776 | $858.6K | 0.03% | +604+3.3% | Added |
| Arete Wealth Advisors, LLC | 18,836 | $860.0K | 0.07% | −13,596−41.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 18,654 | $862.4K | 0.06% | −682−3.5% | Reduced |
| Triangle Securities Wealth Management | 18,869 | $862.9K | 0.22% | −2,252−10.7% | Reduced |
| JGP Wealth Management, LLC | 18,970 | $867.5K | 0.11% | +538+2.9% | Added |
| Jacobs Levy Equity Management, Inc | 19,036 | $870.5K | 0.00% | +13,849+267.0% | Added |
| Sumitomo Life Insurance Co | 19,099 | $873.4K | 0.02% | +481+2.6% | Added |
| Financial Advisory Corp | 19,343 | $885.0K | 0.33% | +2,119+12.3% | Added |
| Mission Wealth Management, LP | 19,366 | $885.6K | 0.02% | +91+0.5% | Added |
| Leavell Investment Management, Inc. | 19,211 | $888.1K | 0.04% | −92−0.5% | Reduced |
| Visionary Wealth Advisors | 19,503 | $891.9K | 0.05% | −28−0.1% | Reduced |
| Bridgewater Advisors Inc. | 18,706 | $902.0K | 0.09% | +482+2.6% | Added |
| Financial Perspectives, Inc | 19,794 | $905.2K | 0.31% | +22+0.1% | Added |
| Zega Financial, LLC | 19,818 | $906.3K | 0.30% | +19,818 | New |
| Neville Rodie & Shaw Inc | 19,826 | $907.0K | 0.07% | −65−0.3% | Reduced |
| HCR Wealth Advisors | 19,896 | $909.9K | 0.12% | +102+0.5% | Added |
| Quad-Cities Investment Group, LLC | 19,950 | $912.3K | 0.46% | −757−3.7% | Reduced |
| Ballentine Partners, LLC | 19,976 | $913.5K | 0.02% | +2,312+13.1% | Added |
| Brasada Capital Management, LP | 20,000 | $914.6K | 0.16% | −2,500−11.1% | Reduced |
| Parkside Investments, LLC | 20,000 | $914.6K | 0.14% | +20,000 | New |
| Foresight Global Investors, Inc. | 20,000 | $914.6K | 0.50% | +20,000 | New |
| Fifth Third Wealth Advisors LLC | 20,084 | $918.4K | 0.06% | +355+1.8% | Added |
| Moors & Cabot, Inc. | 20,094 | $918.9K | 0.05% | −2,609−11.5% | Reduced |
| Groupama Asset Managment | 47,761 | $918.9K | 0.02% | −1,259−2.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 20,112 | $919.7K | 0.19% | +11,205+125.8% | Added |
| Perigon Wealth Management, LLC | 20,126 | $920.4K | 0.02% | +612+3.1% | Added |
| Insigneo Advisory Services, LLC | 20,127 | $920.4K | 0.09% | +3,144+18.5% | Added |
| Blackhawk Capital Partners LLC. | 20,172 | $922.5K | 0.49% | +418+2.1% | Added |
| DMG Group, LLC | 20,315 | $929.0K | 0.75% | +2,954+17.0% | Added |
| FIL Ltd | 20,330 | $929.7K | 0.00% | +10,093+98.6% | Added |
| Mesirow Financial Investment Management, Inc. | 20,357 | $931.0K | 0.02% | −6,021−22.8% | Reduced |
| North Star Investment Management Corp. | 20,437 | $934.6K | 0.06% | −1,768−8.0% | Reduced |
| MidWestOne Financial Group, Inc. | 20,569 | $940.6K | 0.13% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 20,695 | $941.2K | 0.22% | +10.0% | Added |
| Aspiriant, LLC | 20,771 | $949.9K | 0.04% | +803+4.0% | Added |
| Private Trust Co NA | 20,849 | $953.4K | 0.10% | +392+1.9% | Added |
| Procyon Private Wealth Partners, LLC | 20,856 | $953.7K | 0.07% | +823+4.1% | Added |
| Meritage Portfolio Management | 20,947 | $958.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21,078 | $963.9K | 0.02% | +1,218+6.1% | Added |
| Thoroughbred Financial Services, LLC | 21,164 | $967.0K | 0.06% | −445−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 21,206 | $969.7K | 0.03% | −687−3.1% | Reduced |
| TCW Group Inc | 21,267 | $972.5K | 0.01% | −515−2.4% | Reduced |
| Stratos Wealth Partners, LTD. | 21,609 | $988.2K | 0.01% | −194−0.9% | Reduced |
| Plato Investment Management Ltd | 21,788 | $995.4K | 0.08% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 21,807 | $997.2K | 0.04% | −701−3.1% | Reduced |
| Citizens Business Bank | 21,864 | $999.8K | 0.20% | −406−1.8% | Reduced |
| Diversify Advisory Services, LLC | 20,847 | $1.00M | 0.05% | −1,669−7.4% | Reduced |
| Portland Global Advisors LLC | 21,962 | $1.00M | 0.13% | +278+1.3% | Added |
| Jacobi Capital Management LLC | 21,975 | $1.00M | 0.08% | +1,117+5.4% | Added |
| Wetherby Asset Management Inc | 21,987 | $1.01M | 0.05% | −224−1.0% | Reduced |
| Signaturefd, LLC | 22,099 | $1.01M | 0.02% | +1,829+9.0% | Added |
| Mengis Capital Management, Inc. | 22,132 | $1.01M | 0.20% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 22,500 | $1.03M | 0.03% | −4,000−15.1% | Reduced |
| Capstone Investment Advisors, LLC | 22,560 | $1.03M | 0.02% | −36,488−61.8% | Reduced |
| Vontobel Holding Ltd. | 22,939 | $1.05M | 0.00% | −12,096−34.5% | Reduced |