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, Q4 2024
Institutional positions in US Bancorp DE as of Dec 31, 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
- 1,855
- +170 vs. Q3 2024
- Shares held
- 1.26B
- +44.4M (+3.7%) vs. Q3 2024
- Total value
- $60.3B
- +$4.64B (+8.3%) vs. Q3 2024
- New holders
- 261
- 630 more added
- Sold out
- 91
- 695 more reduced
36 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding US Bancorp DE; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 21,642 | $1.04M | 0.02% | +1,666+8.3% | Added |
| TCW Group Inc | 21,823 | $1.04M | 0.01% | +556+2.6% | Added |
| Plato Investment Management Ltd | 21,751 | $1.04M | 0.08% | −37−0.2% | Reduced |
| Portland Global Advisors LLC | 21,962 | $1.05M | 0.13% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 21,995 | $1.05M | 0.08% | +20+0.1% | Added |
| Parkside Financial Bank & Trust | 22,176 | $1.06M | 0.14% | +3,689+20.0% | Added |
| Applied Finance Capital Management, LLC | 22,259 | $1.06M | 0.05% | −1,063−4.6% | Reduced |
| WSFS Capital Management, LLC | 22,490 | $1.08M | 0.06% | −1,655−6.9% | Reduced |
| E. Ohman J:or Asset Management AB | 22,500 | $1.08M | 0.03% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 22,532 | $1.08M | 0.22% | +400+1.8% | Added |
| Signaturefd, LLC | 22,548 | $1.08M | 0.02% | +449+2.0% | Added |
| Stratos Wealth Partners, LTD. | 22,593 | $1.08M | 0.02% | +984+4.6% | Added |
| Wedmont Private Capital | 22,913 | $1.09M | 0.06% | +3,790+19.8% | Added |
| Field & Main Bank | 22,733 | $1.09M | 0.38% | −300−1.3% | Reduced |
| Elevated Capital Advisors, LLC | 22,815 | $1.09M | 0.30% | −728−3.1% | Reduced |
| Bank of Hawaii | 22,931 | $1.10M | 0.06% | −12−0.1% | Reduced |
| Cahill Financial Advisors Inc | 23,092 | $1.10M | 0.15% | +4,476+24.0% | Added |
| Weitzel Financial Services, Inc. | 22,979 | $1.11M | 0.52% | −32,037−58.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 23,166 | $1.11M | 0.19% | −4,615−16.6% | Reduced |
| Reuter James Wealth Management, LLC | 23,269 | $1.11M | 0.21% | −492−2.1% | Reduced |
| Resources Management Corp | 23,275 | $1.11M | 0.15% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 23,126 | $1.12M | 0.30% | +23,126 | New |
| Norden Group LLC | 23,380 | $1.12M | 0.13% | −652−2.7% | Reduced |
| Clean Yield Group | 23,548 | $1.13M | 0.36% | −1,000−4.1% | Reduced |
| Disciplined Equity Management, Inc. | 23,620 | $1.13M | 0.73% | 00.0% | Unchanged |
| Valley National Advisers Inc | 23,652 | $1.13M | 0.20% | −7,030−22.9% | Reduced |
| Rockland Trust Co | 23,769 | $1.14M | 0.06% | −516−2.1% | Reduced |
| Moody National Bank Trust Division | 23,785 | $1.14M | 0.12% | −1,195−4.8% | Reduced |
| Scotia Capital Inc. | 23,978 | $1.15M | 0.01% | +101+0.4% | Added |
| DMG Group, LLC | 23,979 | $1.15M | 0.93% | +3,664+18.0% | Added |
| Grimes & Company, Inc. | 23,988 | $1.15M | 0.03% | +135+0.6% | Added |
| Kings Path Partners LLC | 24,259 | $1.16M | 0.50% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 24,353 | $1.16M | 0.04% | −295−1.2% | Reduced |
| Sittner & Nelson, LLC | 24,408 | $1.17M | 0.51% | +634+2.7% | Added |
| CX Institutional | 24,413 | $1.17M | 0.05% | +6,631+37.3% | Added |
| Flagstone Financial Management | 24,626 | $1.18M | 0.39% | +40.0% | Added |
| Pathway Financial Advisers, LLC | 24,709 | $1.18M | 0.40% | +392+1.6% | Added |
| Smith, Moore & Co. | 24,713 | $1.18M | 0.11% | −80.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 24,519 | $1.18M | 0.04% | +177+0.7% | Added |
| Neville Rodie & Shaw Inc | 24,777 | $1.19M | 0.09% | +4,951+25.0% | Added |
| Canada Post Corp Registered Pension Plan | 24,842 | $1.19M | 0.07% | +24,842 | New |
| Forum Financial Management, LP | 24,842 | $1.19M | 0.02% | +12,479+100.9% | Added |
| Change Path, LLC | 24,890 | $1.19M | 0.04% | −5,647−18.5% | Reduced |
| Meridian Financial Partners LLC | 25,004 | $1.20M | 0.63% | −959−3.7% | Reduced |
| Litman Gregory Asset Management LLC | 25,038 | $1.20M | 0.10% | −3,387−11.9% | Reduced |
| Secured Retirement Advisors, LLC | 25,053 | $1.20M | 0.69% | +25,053 | New |
| Cravens & Co Advisors, LLC | 25,212 | $1.21M | 0.92% | +25,212 | New |
| Pioneer Trust Bank N A | 25,333 | $1.21M | 0.30% | −1,440−5.4% | Reduced |
| Stableford Capital II LLC | 25,642 | $1.23M | 0.48% | −299−1.2% | Reduced |
| Potomac Fund Management Inc | 25,807 | $1.23M | 0.07% | +25,807 | New |
| Legacy Capital Wealth Partners, LLC | 25,924 | $1.24M | 0.31% | −1,653−6.0% | Reduced |
| Wealthquest Corp | 26,009 | $1.24M | 0.10% | −86−0.3% | Reduced |
| Cairn Investment Group, Inc. | 26,088 | $1.25M | 0.73% | −87−0.3% | Reduced |
| Dearborn Partners LLC | 26,368 | $1.26M | 0.05% | −1,350−4.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 26,565 | $1.27M | 0.66% | +26,565 | New |
| Sowell Financial Services LLC | 26,575 | $1.27M | 0.07% | −10,503−28.3% | Reduced |
| Everett Harris & Co | 26,596 | $1.27M | 0.02% | +719+2.8% | Added |
| Evercore Wealth Management, LLC | 26,638 | $1.27M | 0.02% | −147−0.5% | Reduced |
| Shell Asset Management Co | 26,655 | $1.27M | 0.06% | −512−1.9% | Reduced |
| Hayek Kallen Investment Management | 26,692 | $1.28M | 0.46% | −285−1.1% | Reduced |
| Griffin Asset Management, Inc. | 26,949 | $1.29M | 0.15% | −1,416−5.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 27,102 | $1.30M | 0.23% | +655+2.5% | Added |
| Welch & Forbes LLC | 27,508 | $1.32M | 0.02% | −985−3.5% | Reduced |
| Formidable Asset Management, LLC | 27,569 | $1.32M | 0.22% | −96−0.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 27,716 | $1.33M | 0.05% | +1,838+7.1% | Added |
| Linden Thomas Advisory Services, LLC | 27,729 | $1.33M | 0.17% | +29+0.1% | Added |
| Aire Advisors, LLC | 27,784 | $1.33M | 0.27% | +105+0.4% | Added |
| Equitable Trust Co | 28,013 | $1.34M | 0.07% | +24+0.1% | Added |
| Atomi Financial Group, Inc. | 28,019 | $1.34M | 0.07% | +3,980+16.6% | Added |
| Somerset Trust Co | 28,087 | $1.34M | 0.51% | +1,293+4.8% | Added |
| Brady Martz Wealth Solutions, LLC | 27,386 | $1.34M | 0.32% | +27,386 | New |
| Peloton Wealth Strategists | 28,225 | $1.35M | 0.54% | +1,350+5.0% | Added |
| Doliver Advisors, LP | 28,356 | $1.36M | 0.38% | −338−1.2% | Reduced |
| Wood Tarver Financial Group, LLC | 28,405 | $1.36M | 0.45% | +28,405 | New |
| Fiduciary Group LLC | 28,473 | $1.36M | 0.14% | −613−2.1% | Reduced |
| HighMark Wealth Management LLC | 28,625 | $1.37M | 0.79% | +206+0.7% | Added |
| Jain Global LLC | 28,722 | $1.37M | 0.04% | +28,722 | New |
| Ascent Wealth Partners, LLC | 28,738 | $1.37M | 0.19% | −114−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 28,758 | $1.38M | 0.04% | +1,565+5.8% | Added |
| First Community Trust NA | 28,786 | $1.38M | 0.98% | −503−1.7% | Reduced |
| Profund Advisors LLC | 28,788 | $1.38M | 0.05% | −1,329−4.4% | Reduced |
| FIL Ltd | 28,872 | $1.38M | 0.00% | +8,542+42.0% | Added |
| Apollon Wealth Management, LLC | 28,907 | $1.38M | 0.03% | +12,616+77.4% | Added |
| Edmond de Rothschild Holding S.A. | 28,916 | $1.38M | 0.02% | +28,916 | New |
| Horizon Investments, LLC | 28,961 | $1.39M | 0.04% | +604+2.1% | Added |
| Journey Advisory Group, LLC | 35,019 | $1.39M | 0.17% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 29,085 | $1.39M | 0.03% | +9,719+50.2% | Added |
| Legacy Advisors, LLC | 29,227 | $1.40M | 0.14% | −2,079−6.6% | Reduced |
| Stiles Financial Services Inc | 29,238 | $1.40M | 0.51% | −1,466−4.8% | Reduced |
| Syverson Strege & Co | 29,283 | $1.40M | 0.47% | −3,982−12.0% | Reduced |
| SNS Financial Group, LLC | 28,993 | $1.40M | 0.14% | −2,545−8.1% | Reduced |
| Carlson Capital L P | 29,400 | $1.41M | 0.83% | +29,400 | New |
| Horan Capital Advisors, LLC. | 29,429 | $1.41M | 0.47% | −450−1.5% | Reduced |
| National Asset Management, Inc. | 29,213 | $1.41M | 0.05% | −7,774−21.0% | Reduced |
| Paradigm Financial Partners, LLC | 29,764 | $1.42M | 0.18% | +2,869+10.7% | Added |
| Vestcor Inc | 29,861 | $1.43M | 0.05% | −40−0.1% | Reduced |
| V-Square Quantitative Management LLC | 30,181 | $1.44M | 0.20% | −967−3.1% | Reduced |
| Illinois Municipal Retirement Fund | 30,183 | $1.44M | 0.02% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 30,265 | $1.45M | 0.03% | +533+1.8% | Added |
| Stablepoint Partners, LLC | 30,407 | $1.45M | 0.27% | +565+1.9% | Added |