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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | 9,301 | $450.6K | 0.02% | +3,735+67.1% | Added |
| Clark Capital Management Group, Inc. | 9,848 | $450.3K | 0.00% | −327−3.2% | Reduced |
| Berkshire Asset Management LLC | 11,290 | $448.2K | 0.02% | 00.0% | Unchanged |
| 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 |
| Mraz, Amerine & Associates, Inc. | 9,772 | $446.9K | 0.08% | −3,036−23.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 9,754 | $446.0K | 0.10% | −1,376−12.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 9,708 | $443.9K | 0.09% | −287−2.9% | Reduced |
| Duncker Streett & Co Inc | 9,698 | $443.5K | 0.08% | +261+2.8% | Added |
| Meridian Wealth Management, LLC | 9,689 | $443.1K | 0.02% | +9,689 | New |
| Clearstead Advisors, LLC | 9,668 | $442.1K | 0.01% | −10,671−52.5% | Reduced |
| Courier Capital LLC | 9,662 | $441.8K | 0.03% | −163−1.7% | Reduced |
| McDonald Capital Investors Inc | 9,649 | $441.2K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 9,648 | $441.2K | 0.09% | −257−2.6% | Reduced |
| Ti-Trust, Inc | 9,630 | $440.4K | 0.32% | −5−0.1% | Reduced |
| Chilton Investment Co LLC | 9,604 | $439.2K | 0.01% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 9,594 | $438.7K | 0.16% | +457+5.0% | Added |
| PFG Investments, LLC | 9,539 | $436.2K | 0.03% | +166+1.8% | Added |
| Accurate Wealth Management, LLC | 9,270 | $435.7K | 0.09% | −363−3.8% | Reduced |
| Adviser Investments LLC | 9,520 | $435.4K | 0.01% | +51+0.5% | Added |
| Fortitude Advisory Group L.L.C. | 9,482 | $433.6K | 0.27% | −724−7.1% | Reduced |
| City State Bank | 9,476 | $433.3K | 0.16% | −50−0.5% | Reduced |
| Security National Bank of Sioux City Iowa | 9,439 | $431.6K | 0.26% | −300−3.1% | Reduced |
| Shelton Capital Management | 9,402 | $430.0K | 0.01% | −45,600−82.9% | Reduced |
| Dark Forest Capital Management LP | 9,392 | $429.5K | 0.05% | +9,392 | New |
| Bremer Bank National Association | 9,362 | $428.1K | 0.08% | −157−1.6% | Reduced |
| Foster & Motley Inc | 9,366 | $428.0K | 0.03% | −683−6.8% | Reduced |
| Alliance Wealth Advisors, LLC | 9,309 | $425.7K | 0.11% | +889+10.6% | Added |
| LSV Asset Management | 9,300 | $425.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 9,281 | $424.4K | 0.20% | +369+4.1% | Added |
| Central Bank & Trust Co | 9,276 | $424.2K | 0.06% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 9,221 | $421.7K | 0.07% | +33+0.4% | Added |
| Romano Brothers and Company | 9,190 | $420.3K | 0.05% | 00.0% | Unchanged |
| Barr E S & Co | 9,168 | $419.3K | 0.03% | +500+5.8% | Added |
| Mather Group, LLC. | 9,149 | $418.4K | 0.01% | −10,706−53.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,099 | $416.1K | 0.02% | +51+0.6% | Added |
| Valmark Advisers, Inc. | 9,089 | $415.7K | 0.01% | +382+4.4% | Added |
| International Private Wealth Advisors LLC | 9,080 | $415.2K | 0.61% | −429−4.5% | Reduced |
| Paulson Wealth Management Inc. | 9,049 | $413.8K | 0.11% | −203−2.2% | Reduced |
| First Business Financial Services, Inc. | 9,042 | $413.5K | 0.04% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 9,029 | $412.9K | 0.06% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 8,980 | $410.7K | 0.01% | +8,980 | New |
| Marco Investment Management LLC | 8,970 | $410.2K | 0.04% | −508−5.4% | Reduced |
| Fiduciary Financial Group, LLC | 9,245 | $409.2K | 0.09% | +566+6.5% | Added |
| Advisors Management Group Inc | 8,933 | $409.0K | 0.10% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 8,877 | $405.9K | 0.23% | −10,473−54.1% | Reduced |
| LRI Investments, LLC | 8,040 | $404.5K | 0.04% | +1,383+20.8% | Added |
| Clifford Swan Investment Counsel LLC | 8,833 | $403.9K | 0.01% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 8,830 | $403.8K | 0.06% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 8,816 | $403.2K | 0.05% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 8,770 | $401.0K | 0.13% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 8,724 | $398.9K | 0.04% | −490−5.3% | Reduced |
| M&R Capital Management Inc | 8,663 | $396.2K | 0.09% | +594+7.4% | Added |
| Kathmere Capital Management, LLC | 8,663 | $396.2K | 0.04% | +1,106+14.6% | Added |
| Moss Adams Wealth Advisors LLC | 8,520 | $393.9K | 0.04% | +649+8.2% | Added |
| LWMG, LLC | 8,606 | $393.6K | 0.07% | +10+0.1% | Added |
| Western Financial Corp | 8,602 | $393.4K | 0.22% | +139+1.6% | Added |
| SevenBridge Financial Group, LLC | 7,701 | $393.0K | 0.08% | −261−3.3% | Reduced |
| HRC Wealth Management, LLC | 8,590 | $392.8K | 0.25% | +67+0.8% | Added |
| 44 Wealth Management LLC | 8,029 | $389.6K | 0.14% | +8,029 | New |
| Gallagher Fiduciary Advisors, LLC | 8,507 | $389.0K | 0.08% | +872+11.4% | Added |
| McAdam, LLC | 8,503 | $388.8K | 0.02% | +209+2.5% | Added |
| Paloma Partners Management Co | 8,500 | $388.7K | 0.02% | +13+0.2% | Added |
| Liberty Wealth Management LLC | 8,423 | $385.0K | 0.07% | −105−1.2% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 8,417 | $384.9K | 0.27% | +144+1.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,413 | $384.7K | 0.05% | −111−1.3% | Reduced |
| Laurel Wealth Advisors LLC | 8,393 | $383.8K | 0.06% | +385+4.8% | Added |
| Kolinsky Wealth Management, LLC | 8,377 | $383.1K | 0.25% | −365−4.2% | Reduced |
| Oarsman Capital, Inc. | 8,357 | $382.2K | 0.07% | −168−2.0% | Reduced |
| Sigma Planning Corp | 8,355 | $382.1K | 0.01% | +792+10.5% | Added |
| Avidian Wealth Solutions, LLC | 8,349 | $381.8K | 0.02% | −2,474−22.9% | Reduced |
| Ballast, Inc. | 8,334 | $381.1K | 0.11% | −153−1.8% | Reduced |
| Voya Financial Advisors, Inc. | 8,365 | $380.4K | 0.04% | −935−10.1% | Reduced |
| Fairfield, Bush & Co. | 8,316 | $380.3K | 0.23% | −1,326−13.8% | Reduced |
| Old Port Advisors | 8,313 | $380.1K | 0.11% | −788−8.7% | Reduced |
| Hummer Financial Advisory Services Inc | 8,212 | $379.6K | 0.30% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 8,274 | $378.4K | 0.05% | +1,941+30.6% | Added |
| Keel Point, LLC | 8,230 | $376.4K | 0.03% | −1,451−15.0% | Reduced |
| Continuum Advisory, LLC | 7,467 | $375.7K | 0.05% | +15+0.2% | Added |
| Jump Financial, LLC | 8,202 | $375.1K | 0.01% | −130,881−94.1% | Reduced |
| Trilogy Capital Inc. | 8,196 | $374.8K | 0.02% | +332+4.2% | Added |
| Buck Wealth Strategies, LLC | 8,179 | $374.0K | 0.12% | −4,769−36.8% | Reduced |
| SS&H Financial Advisors, Inc. | 8,186 | $374.0K | 0.14% | −2,055−20.1% | Reduced |
| North Star Asset Management Inc | 8,171 | $373.7K | 0.02% | −194−2.3% | Reduced |
| Nilsine Partners, LLC | 8,167 | $373.5K | 0.05% | +427+5.5% | Added |
| D. E. Shaw & Co., Inc. | 8,150 | $372.7K | 0.00% | −8,485−51.0% | Reduced |
| Baron Wealth Management LLC | 8,145 | $372.5K | 0.18% | +412+5.3% | Added |
| Greater Midwest Financial Group, LLC | 8,086 | $369.8K | 0.22% | +5+0.1% | Added |
| Burt Wealth Advisors | 8,080 | $369.5K | 0.09% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 7,555 | $366.6K | 0.04% | +1,722+29.5% | Added |
| Kessler Investment Group, LLC | 8,009 | $366.3K | 0.19% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 8,003 | $366.0K | 0.03% | −99−1.2% | Reduced |
| Core Wealth Partners LLC | 8,000 | $365.8K | 0.22% | +250+3.2% | Added |
| Perpetual Ltd | 7,995 | $365.6K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 7,978 | $364.9K | 0.11% | +1,365+20.6% | Added |
| Sterling Investment Counsel, LLC | 7,924 | $362.4K | 0.13% | −350−4.2% | Reduced |
| LBMC Investment Advisors, LLC | 7,898 | $361.2K | 0.03% | +29+0.4% | Added |
| Miracle Mile Advisors, LLC | 7,898 | $361.2K | 0.01% | +834+11.8% | Added |
| Mosaic Family Wealth Partners, LLC | 7,882 | $360.4K | 0.05% | −11,204−58.7% | Reduced |
| FDx Advisors, Inc. | 7,864 | $360.0K | 0.10% | +715+10.0% | Added |