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 |
|---|---|---|---|---|---|
| Moody Lynn & Lieberson, LLC | 7,863 | $359.6K | 0.02% | +49+0.6% | Added |
| Belpointe Asset Management LLC | 7,847 | $358.8K | 0.02% | +7,847 | New |
| Patriot Financial Group Insurance Agency, LLC | 7,786 | $356.1K | 0.05% | +30+0.4% | Added |
| Paladin Advisory Group, LLC | 7,740 | $353.9K | 0.26% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 7,727 | $353.3K | 0.11% | +64+0.8% | Added |
| Creekside Partners | 7,702 | $352.2K | 0.18% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 7,815 | $351.2K | 0.12% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 7,650 | $349.8K | 0.09% | −21−0.3% | Reduced |
| Tucker Asset Management LLC | 7,637 | $349.2K | 0.08% | +1,145+17.6% | Added |
| Aaron Wealth Advisors | 7,593 | $347.2K | 0.04% | +1,590+26.5% | Added |
| FSB Premier Wealth Management, Inc. | 7,583 | $346.8K | 0.14% | +320+4.4% | Added |
| Sebold Capital Management, Inc. | 7,579 | $346.6K | 0.23% | −437−5.5% | Reduced |
| MBB Public Markets I LLC | 7,560 | $345.7K | 0.03% | −103,460−93.2% | Reduced |
| Sanders Morris Harris LLC | 7,560 | $345.7K | 0.06% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 7,555 | $345.5K | 0.19% | −115−1.5% | Reduced |
| Country Club Bank | 7,540 | $342.9K | 0.02% | +750+11.0% | Added |
| Bragg Financial Advisors, Inc | 7,492 | $342.6K | 0.01% | −971−11.5% | Reduced |
| FFT Wealth Management LLC | 7,474 | $341.8K | 0.03% | +343+4.8% | Added |
| Eagle Harbor Asset Management Inc | 7,453 | $340.8K | 0.34% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 7,430 | $339.8K | 0.06% | −940−11.2% | Reduced |
| Human Investing LLC | 7,372 | $337.1K | 0.06% | +81+1.1% | Added |
| Archford Capital Strategies, LLC | 7,154 | $337.1K | 0.05% | −1,494−17.3% | Reduced |
| Oxford Asset Management LLP | 7,349 | $336.1K | 0.28% | +7,349 | New |
| Fenimore Asset Management Inc | 7,332 | $335.3K | 0.01% | −55,037−88.2% | Reduced |
| Rehmann Capital Advisory Group | 7,296 | $333.7K | 0.02% | −321−4.2% | Reduced |
| Wedgewood Investors Inc | 7,278 | $332.8K | 0.36% | +13+0.2% | Added |
| Heritage Oak Wealth Advisors LLC | 7,267 | $332.3K | 0.15% | −3,026−29.4% | Reduced |
| New Wave Wealth Advisors LLC | 7,267 | $332.3K | 0.15% | −351−4.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,266 | $332.3K | 0.01% | −7,812−51.8% | Reduced |
| Landaas & Co | 7,257 | $332.0K | 0.09% | −2,394−24.8% | Reduced |
| New Covenant Trust Company, N.A. | 7,293 | $331.7K | 0.32% | −119−1.6% | Reduced |
| PDS Planning, Inc | 7,252 | $331.6K | 0.03% | −81−1.1% | Reduced |
| Cambridge Advisors Inc. | 7,216 | $330.0K | 0.07% | −220−3.0% | Reduced |
| Asset Dedication, LLC | 7,211 | $329.8K | 0.02% | −2,100−22.6% | Reduced |
| Laraway Financial Inc | 7,198 | $329.2K | 0.26% | −300−4.0% | Reduced |
| Catalyst Financial Partners LLC | 7,195 | $329.0K | 0.06% | +398+5.9% | Added |
| Ci Investments Inc. | 7,179 | $328.0K | 0.00% | +220+3.2% | Added |
| Delta Asset Management LLC | 7,154 | $327.2K | 0.03% | −1,000−12.3% | Reduced |
| Great Lakes Advisors, LLC | 7,134 | $326.2K | 0.00% | −409−5.4% | Reduced |
| Axq Capital, LP | 7,079 | $323.7K | 0.10% | +7,079 | New |
| Northwest Investment Counselors, LLC | 7,075 | $323.5K | 0.07% | +800+12.7% | Added |
| Quotient Wealth Partners, LLC | 7,031 | $321.5K | 0.01% | +734+11.7% | Added |
| Choate Investment Advisors | 7,021 | $321.1K | 0.01% | −45−0.6% | Reduced |
| BSW Wealth Partners | 7,008 | $320.5K | 0.05% | −1,997−22.2% | Reduced |
| Sterling Capital Management LLC | 6,989 | $319.6K | 0.00% | +6,989 | New |
| Gladstone Institutional Advisory LLC | 6,969 | $318.7K | 0.02% | −51−0.7% | Reduced |
| Peak Asset Management, LLC | 6,959 | $318.2K | 0.06% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6,950 | $317.8K | 0.07% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 6,912 | $316.1K | 0.04% | −176−2.5% | Reduced |
| Level Four Advisory Services, LLC | 6,540 | $316.0K | 0.01% | −257−3.8% | Reduced |
| Advisory Alpha, LLC | 6,899 | $315.5K | 0.01% | +40+0.6% | Added |
| First Interstate Bank | 6,858 | $313.6K | 0.02% | +536+8.5% | Added |
| Beverly Hills Private Wealth, LLC | 6,855 | $313.5K | 0.06% | −1,074−13.5% | Reduced |
| Ameliora Wealth Management Ltd. | 6,840 | $312.8K | 0.13% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 6,821 | $311.9K | 0.03% | −312−4.4% | Reduced |
| Peoples Financial Services Corp. | 6,765 | $309.3K | 0.14% | −102−1.5% | Reduced |
| Summit Global Investments | 6,752 | $309.0K | 0.02% | −1,332−16.5% | Reduced |
| Schechter Investment Advisors, LLC | 6,757 | $309.0K | 0.02% | +899+15.3% | Added |
| Warren Averett Asset Management, LLC | 6,755 | $308.9K | 0.01% | −1,254−15.7% | Reduced |
| Concentric Wealth Management, LLC | 6,750 | $308.7K | 0.08% | −955−12.4% | Reduced |
| Crestwood Advisors Group LLC | 6,699 | $306.4K | 0.01% | −12−0.2% | Reduced |
| STAR Financial Bank | 6,692 | $306.0K | 0.21% | −1,080−13.9% | Reduced |
| Dynasty Wealth Management, LLC | 6,684 | $305.7K | 0.01% | −159−2.3% | Reduced |
| JNBA Financial Advisors | 6,683 | $305.6K | 0.03% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6,676 | $305.3K | 0.04% | +6,267+1,532.3% | Added |
| Lincoln Capital LLC | 6,670 | $305.0K | 0.06% | −1,510−18.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 6,669 | $305.0K | 0.04% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 6,616 | $302.6K | 0.05% | +6,616 | New |
| Charter Research & Investment Group, Inc. | 6,612 | $302.4K | 0.22% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 6,597 | $301.7K | 0.12% | +333+5.3% | Added |
| Horan Securities, Inc. | 6,595 | $301.6K | 0.12% | +9+0.1% | Added |
| Boltwood Capital Management | 6,575 | $300.7K | 0.09% | −400−5.7% | Reduced |
| Barlow Wealth Partners, Inc. | 6,736 | $299.6K | 0.04% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 6,549 | $299.5K | 0.04% | −1,932−22.8% | Reduced |
| Hardy Reed LLC | 6,524 | $298.3K | 0.03% | −324−4.7% | Reduced |
| Headinvest, LLC | 6,501 | $297.3K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 6,498 | $297.2K | 0.03% | +207+3.3% | Added |
| Virtue Capital Management, LLC | 6,475 | $296.1K | 0.06% | −1,312−16.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,469 | $295.8K | 0.00% | −375,825−98.3% | Reduced |
| Pure Financial Advisors, Inc. | 6,469 | $295.8K | 0.01% | +83+1.3% | Added |
| Financial Partners Group, LLC | 6,451 | $295.0K | 0.11% | +547+9.3% | Added |
| Atlantic Union Bankshares Corp | 6,443 | $294.6K | 0.02% | 00.0% | Unchanged |
| PGGM Investments | 6,428 | $294.0K | 0.00% | +1,081+20.2% | Added |
| Riverwater Partners LLC | 6,631 | $293.4K | 0.15% | 00.0% | Unchanged |
| Mechanics Financial Corp | 6,386 | $292.0K | 0.13% | 00.0% | Unchanged |
| Beacon Financial Group | 6,382 | $291.8K | 0.03% | −144−2.2% | Reduced |
| CBOE Vest Financial, LLC | 6,322 | $289.1K | 0.01% | +6,322 | New |
| West Family Investments, Inc. | 6,321 | $289.1K | 0.10% | +1,128+21.7% | Added |
| Epiq Partners, LLC | 6,313 | $288.7K | 0.16% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 6,301 | $288.0K | 0.06% | −250−3.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,256 | $287.0K | 0.03% | −71−1.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,272 | $286.8K | 0.04% | +115+1.9% | Added |
| Venture Visionary Partners LLC | 6,224 | $284.6K | 0.01% | −3,300−34.6% | Reduced |
| Community Trust & Investment Co | 6,203 | $283.7K | 0.02% | +6,203 | New |
| Callan Family Office, LLC | 6,195 | $283.3K | 0.05% | +829+15.4% | Added |
| Summit X, LLC | 7,122 | $282.7K | 0.07% | −484−6.4% | Reduced |
| L2 Asset Management, LLC | 6,174 | $282.3K | 0.08% | +208+3.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,155 | $281.5K | 0.03% | −1,417−18.7% | Reduced |
| Journey Strategic Wealth LLC | 6,138 | $280.7K | 0.01% | +6,138 | New |
| NorthCrest Asset Manangement, LLC | 6,136 | $280.6K | 0.01% | +6,136 | New |