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 |
|---|---|---|---|---|---|
| Auxier Asset Management | 13,009 | $594.9K | 0.09% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 13,001 | $594.5K | 0.17% | +483+3.9% | Added |
| AlphaStar Capital Management, LLC | 12,983 | $593.7K | 0.05% | −6,102−32.0% | Reduced |
| Phillips Wealth Planners LLC | 12,056 | $593.3K | 0.57% | +243+2.1% | Added |
| Axxcess Wealth Management, LLC | 12,960 | $592.7K | 0.01% | −633−4.7% | Reduced |
| City Center Advisors, LLC | 12,808 | $585.7K | 0.65% | −3,760−22.7% | Reduced |
| Emerald Advisors, LLC | 11,911 | $585.5K | 0.08% | +1,333+12.6% | Added |
| Park Place Capital Corp | 12,804 | $585.5K | 0.17% | −1,425−10.0% | Reduced |
| Lakeview Capital Partners, LLC | 12,683 | $580.0K | 0.09% | −3,363−21.0% | Reduced |
| Forbes J M & Co LLP | 12,677 | $579.7K | 0.06% | −215−1.7% | Reduced |
| JFS Wealth Advisors, LLC | 12,669 | $579.4K | 0.04% | +9,812+343.4% | Added |
| Great Waters Wealth Management | 12,666 | $579.2K | 0.08% | +1,482+13.3% | Added |
| Bedel Financial Consulting, Inc. | 12,644 | $578.2K | 0.08% | 00.0% | Unchanged |
| VeraBank, N.A. | 12,610 | $576.7K | 0.17% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 12,514 | $572.3K | 0.01% | −12,194−49.4% | Reduced |
| Lake Street Advisors Group, LLC | 12,296 | $568.4K | 0.03% | +620+5.3% | Added |
| Smartleaf Asset Management LLC | 12,455 | $566.5K | 0.07% | +2,132+20.7% | Added |
| Foundations Investment Advisors, LLC | 12,386 | $566.4K | 0.01% | +1,519+14.0% | Added |
| Forum Financial Management, LP | 12,363 | $565.3K | 0.01% | +1,770+16.7% | Added |
| Prio Wealth Limited Partnership | 12,335 | $564.1K | 0.02% | −37,944−75.5% | Reduced |
| Icon Wealth Advisors, LLC | 12,320 | $563.4K | 0.05% | −5,033−29.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 12,309 | $562.9K | 0.04% | +641+5.5% | Added |
| Matisse Capital | 12,290 | $562.0K | 0.27% | −1,000−7.5% | Reduced |
| Atlas Brown,Inc. | 12,287 | $561.9K | 0.19% | −410−3.2% | Reduced |
| WealthPLAN Partners, LLC | 12,276 | $561.4K | 0.08% | +463+3.9% | Added |
| CIC Wealth, LLC | 12,205 | $558.1K | 0.14% | −430−3.4% | Reduced |
| Essex Savings Bank | 12,134 | $554.8K | 0.14% | +344+2.9% | Added |
| Lion Street Advisors, LLC | 12,107 | $553.7K | 0.19% | +10+0.1% | Added |
| Integral Investment Advisors, Inc. | 12,080 | $552.4K | 0.19% | +6,000+98.7% | Added |
| Gifford Fong Associates | 12,000 | $549.0K | 0.14% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 11,973 | $547.5K | 0.15% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,809 | $544.9K | 0.03% | +9,201+352.8% | Added |
| IFP Advisors, Inc | 11,844 | $541.7K | 0.02% | −776−6.1% | Reduced |
| AdvisorNet Financial, Inc | 11,812 | $540.1K | 0.04% | +1,182+11.1% | Added |
| Graypoint LLC | 11,765 | $538.0K | 0.03% | +100+0.9% | Added |
| Smith Chas P & Associates Pa Cpas | 11,677 | $534.0K | 0.03% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 11,664 | $533.4K | 0.04% | −1,265−9.8% | Reduced |
| Westpac Banking Corp | 11,653 | $532.9K | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 11,049 | $530.7K | 0.04% | −4,087−27.0% | Reduced |
| IHT Wealth Management, LLC | 11,635 | $529.0K | 0.02% | +697+6.4% | Added |
| Keystone Financial Group | 11,545 | $528.0K | 0.07% | +6+0.1% | Added |
| Capula Management Ltd | 11,543 | $527.9K | 0.01% | +11,543 | New |
| SeaCrest Wealth Management, LLC | 11,514 | $526.5K | 0.06% | +477+4.3% | Added |
| Mitchell Sinkler & Starr | 11,480 | $525.0K | 0.13% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 11,462 | $524.2K | 0.20% | +542+5.0% | Added |
| Defined Wealth Management, LLC | 11,454 | $523.8K | 0.34% | +45+0.4% | Added |
| Modera Wealth Management, LLC | 11,448 | $523.5K | 0.01% | +316+2.8% | Added |
| Brighton Jones LLC | 11,411 | $521.8K | 0.02% | −31,932−73.7% | Reduced |
| Hiley Hunt Wealth Management | 11,409 | $521.7K | 0.30% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 11,319 | $517.6K | 0.37% | −9−0.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 11,231 | $513.6K | 0.05% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $513.0K | 0.40% | – | – |
| Wallace Advisory Group, LLC | 12,814 | $508.7K | 0.37% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 11,088 | $507.1K | 0.52% | 00.0% | Unchanged |
| Whittier Trust Co | 11,035 | $504.5K | 0.01% | −3,673−25.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 11,026 | $504.2K | 0.23% | −111−1.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,021 | $504.0K | 0.04% | +11,021 | New |
| Hennessy Advisors Inc | 11,000 | $503.0K | 0.02% | −3,000−21.4% | Reduced |
| Precision Wealth Strategies, LLC | 10,997 | $502.9K | 0.47% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10,958 | $501.1K | 0.03% | −60−0.5% | Reduced |
| Ignite Planners, LLC | 10,951 | $500.8K | 0.11% | +7+0.1% | Added |
| First National Bank | 10,923 | $499.5K | 0.35% | −70−0.6% | Reduced |
| Trust Point Inc. | 10,874 | $497.3K | 0.04% | −1,365−11.2% | Reduced |
| RDA Financial Network | 10,866 | $496.9K | 0.15% | −1,452−11.8% | Reduced |
| White Pine Capital LLC | 10,820 | $494.8K | 0.17% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,807 | $494.2K | 0.06% | −200−1.8% | Reduced |
| Dodge & Cox | 10,800 | $493.9K | 0.00% | −14,200−56.8% | Reduced |
| Larson Financial Group LLC | 10,800 | $493.9K | 0.03% | +3,579+49.6% | Added |
| Marcum Wealth, LLC | 10,690 | $488.9K | 0.05% | −77−0.7% | Reduced |
| Flputnam Investment Management Co | 10,633 | $486.2K | 0.01% | −41−0.4% | Reduced |
| Edge Capital Group, LLC | 10,625 | $485.9K | 0.02% | −124−1.2% | Reduced |
| Pinnacle Bancorp, Inc. | 10,619 | $485.6K | 0.13% | −3,676−25.7% | Reduced |
| Eagle Rock Investment Company, LLC | 10,616 | $485.5K | 0.08% | −231−2.1% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 10,610 | $485.2K | 0.31% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 10,601 | $484.8K | 0.05% | +1,592+17.7% | Added |
| Everhart Financial Group, Inc. | 10,587 | $484.1K | 0.11% | +8+0.1% | Added |
| Chase Investment Counsel Corp | 10,581 | $483.0K | 0.16% | +575+5.7% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,562 | $483.0K | 0.11% | +67+0.6% | Added |
| Sage Capital Advisors,llc | 10,559 | $482.9K | 0.13% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,546 | $482.3K | 0.05% | −1,456−12.1% | Reduced |
| 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 |
| Ostrum Asset Management | 10,452 | $478.0K | 0.04% | +127+1.2% | Added |
| Excalibur Management Corp | 10,400 | $475.6K | 0.18% | +75+0.7% | Added |
| Affinity Investment Advisors, LLC | 10,398 | $475.5K | 0.33% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 10,372 | $474.3K | 0.04% | +287+2.8% | Added |
| Jefferies Financial Group Inc. | 10,336 | $472.7K | 0.01% | −8,844−46.1% | Reduced |
| Capital Management Associates, Inc | 10,297 | $470.9K | 0.19% | 00.0% | Unchanged |
| Lynx Investment Advisory | 10,261 | $469.2K | 0.34% | −83−0.8% | Reduced |
| Stevens Capital Management LP | 10,262 | $469.0K | 0.07% | +10,262 | New |
| Aveo Capital Partners, LLC | 10,223 | $467.5K | 0.05% | −394−3.7% | Reduced |
| Alerus Financial NA | 10,199 | $466.4K | 0.03% | −100−1.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 10,150 | $464.2K | 0.18% | −428−4.0% | Reduced |
| TrinityPoint Wealth, LLC | 10,124 | $463.0K | 0.07% | +1,350+15.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,044 | $459.3K | 0.13% | −410−3.9% | Reduced |
| Chronos Wealth Management, LLC | 9,970 | $455.9K | 0.24% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 9,857 | $455.5K | 0.01% | −873−8.1% | Reduced |
| Accent Capital Management, LLC | 9,800 | $453.1K | 0.26% | 00.0% | Unchanged |
| Conning Inc. | 9,906 | $453.0K | 0.01% | −88−0.9% | Reduced |
| Chicago Capital, LLC | 9,882 | $451.9K | 0.01% | +600+6.5% | Added |