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 |
|---|---|---|---|---|---|
| Intrinsic Value Partners, LLC | 6,029 | $288.4K | 0.29% | −50−0.8% | Reduced |
| Atlantic Trust, LLC | 6,029 | $288.4K | 0.06% | +5,705+1,760.8% | Added |
| Marble Harbor Investment Counsel, LLC | 6,044 | $289.1K | 0.03% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 6,054 | $289.6K | 0.11% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 6,057 | $289.7K | 0.02% | +398+7.0% | Added |
| Atlantic Family Wealth, LLC | 6,058 | $289.8K | 0.34% | +6,058 | New |
| Aberdeen Wealth Management LLC | 6,059 | $289.8K | 0.20% | +373+6.6% | Added |
| Nebula Research & Development LLC | 6,061 | $289.9K | 0.03% | +6,061 | New |
| Accent Capital Management, LLC | 6,000 | $290.0K | 0.17% | −3,800−38.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 6,065 | $290.1K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 6,072 | $290.4K | 0.03% | +125+2.1% | Added |
| Gibbs Wealth Management | 6,072 | $290.4K | 0.08% | +1,263+26.3% | Added |
| Beacon Financial Group | 6,076 | $290.6K | 0.03% | −306−4.8% | Reduced |
| Keel Point, LLC | 6,076 | $290.6K | 0.02% | −2,154−26.2% | Reduced |
| New Wave Wealth Advisors LLC | 6,094 | $291.5K | 0.12% | −1,173−16.1% | Reduced |
| Financial Partners Group, LLC | 6,110 | $292.2K | 0.12% | −341−5.3% | Reduced |
| Sculati Wealth Management, LLC | 6,113 | $292.4K | 0.12% | 00.0% | Unchanged |
| Investment House LLC | 6,125 | $293.0K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 6,135 | $293.4K | 0.01% | −564−8.4% | Reduced |
| Capital Asset Advisory Services LLC | 6,013 | $293.8K | 0.01% | +630+11.7% | Added |
| Accredited Investor Services, LLC | 6,144 | $293.9K | 0.24% | +6,144 | New |
| Graves-Light Private Wealth Management, Inc. | 6,155 | $294.4K | 0.04% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6,163 | $295.0K | 0.03% | −93−1.5% | Reduced |
| Fiduciary Alliance LLC | 6,186 | $295.9K | 0.03% | +6,186 | New |
| Cerro Pacific Wealth Advisors LLC | 6,471 | $295.9K | 0.10% | +86+1.3% | Added |
| Bragg Financial Advisors, Inc | 6,202 | $296.6K | 0.01% | −1,290−17.2% | Reduced |
| West Family Investments, Inc. | 6,235 | $298.2K | 0.10% | −86−1.4% | Reduced |
| Journey Strategic Wealth LLC | 6,241 | $298.5K | 0.01% | +103+1.7% | Added |
| Linscomb & Williams, Inc. | 6,249 | $298.9K | 0.01% | +980+18.6% | Added |
| Community Trust & Investment Co | 6,253 | $299.1K | 0.02% | +50+0.8% | Added |
| Cambria Investment Management, L.P. | 6,258 | $299.3K | 0.02% | +6,258 | New |
| Level Four Advisory Services, LLC | 6,281 | $300.4K | 0.01% | −259−4.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 6,301 | $301.0K | 0.07% | 00.0% | Unchanged |
| Epiq Partners, LLC | 6,313 | $302.0K | 0.16% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,322 | $302.4K | 0.03% | +6,322 | New |
| Atlantic Union Bankshares Corp | 6,345 | $303.4K | 0.02% | −98−1.5% | Reduced |
| Anchor Pointe Wealth Management, LLC | 6,309 | $304.4K | 0.40% | +6,309 | New |
| Guardian Wealth Advisors, LLC | 6,365 | $304.5K | 0.02% | +1,711+36.8% | Added |
| Aprio Wealth Management, LLC | 6,367 | $304.5K | 0.04% | −249−3.8% | Reduced |
| Tucker Asset Management LLC | 6,382 | $305.3K | 0.03% | −1,255−16.4% | Reduced |
| Advisor OS, LLC | 6,385 | $305.4K | 0.04% | +332+5.5% | Added |
| LifeWealth Investments, LLC | 6,462 | $309.1K | 0.20% | +6,462 | New |
| Freestone Capital Holdings, LLC | 6,463 | $309.1K | 0.01% | +726+12.7% | Added |
| Headinvest, LLC | 6,501 | $310.9K | 0.06% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 6,504 | $311.1K | 0.05% | +742+12.9% | Added |
| Encompass More Asset Management | 6,524 | $312.0K | 0.10% | +1,491+29.6% | Added |
| Trifecta Capital Advisors, LLC | 6,528 | $312.2K | 0.06% | −422−6.1% | Reduced |
| Summit Global Investments | 6,547 | $313.0K | 0.02% | −205−3.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,552 | $313.4K | 0.06% | −303−4.4% | Reduced |
| Potentia Wealth | 6,563 | $313.9K | 0.14% | +6,563 | New |
| Boltwood Capital Management | 6,575 | $314.5K | 0.10% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 6,579 | $314.7K | 0.07% | −6,104−48.1% | Reduced |
| Peoples Financial Services Corp. | 6,610 | $316.1K | 0.15% | −155−2.3% | Reduced |
| Charter Research & Investment Group, Inc. | 6,612 | $316.3K | 0.24% | 00.0% | Unchanged |
| Lincoln Capital LLC | 6,620 | $316.6K | 0.07% | −50−0.7% | Reduced |
| NFP Retirement, Inc. | 6,629 | $317.1K | 0.03% | +703+11.9% | Added |
| Riverwater Partners LLC | 6,635 | $317.4K | 0.15% | +4+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 6,638 | $317.5K | 0.19% | −2,844−30.0% | Reduced |
| Lindbrook Capital, LLC | 6,667 | $318.9K | 0.03% | +169+2.6% | Added |
| Pekin Hardy Strauss, Inc. | 6,669 | $319.0K | 0.04% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6,676 | $319.3K | 0.04% | 00.0% | Unchanged |
| NTV Asset Management LLC | 6,690 | $320.0K | 0.04% | +1,017+17.9% | Added |
| NorthCrest Asset Manangement, LLC | 6,738 | $322.3K | 0.01% | +602+9.8% | Added |
| Woodward Diversified Capital, LLC | 6,803 | $325.4K | 0.24% | −6,256−47.9% | Reduced |
| Horan Securities, Inc. | 6,804 | $325.4K | 0.12% | +209+3.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,839 | $327.1K | 0.05% | −1,574−18.7% | Reduced |
| Ameliora Wealth Management Ltd. | 6,840 | $327.2K | 0.12% | 00.0% | Unchanged |
| Banco Santander, S.A. | 6,840 | $327.2K | 0.00% | +6,840 | New |
| Central Bank & Trust Co | 6,851 | $327.7K | 0.05% | −2,425−26.1% | Reduced |
| Asset Dedication, LLC | 6,857 | $328.0K | 0.03% | −354−4.9% | Reduced |
| Hoxton Planning & Management, LLC | 6,868 | $328.5K | 0.13% | +271+4.1% | Added |
| Blueprint Investment Partners LLC | 6,873 | $328.7K | 0.05% | +6,873 | New |
| Accel Wealth Management | 6,913 | $330.6K | 0.13% | −103,101−93.7% | Reduced |
| Advisory Alpha, LLC | 6,951 | $332.5K | 0.01% | +52+0.8% | Added |
| Peak Asset Management, LLC | 6,959 | $332.8K | 0.06% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 6,966 | $333.2K | 0.13% | +6,966 | New |
| Values Added Financial LLC | 6,971 | $333.4K | 0.19% | +2,333+50.3% | Added |
| Impact Capital Partners LLC | 6,987 | $334.2K | 0.12% | +6,987 | New |
| Pure Financial Advisors, Inc. | 6,988 | $334.2K | 0.01% | +519+8.0% | Added |
| Western Pacific Wealth Management, LP | 7,007 | $335.1K | 0.27% | +1,907+37.4% | Added |
| Concorde Asset Management, LLC | 7,014 | $335.5K | 0.17% | −541−7.2% | Reduced |
| Centiva Capital, LP | 7,023 | $335.9K | 0.01% | −20,330−74.3% | Reduced |
| Nvest Financial, LLC | 7,034 | $336.4K | 0.17% | +7,034 | New |
| New Covenant Trust Company, N.A. | 6,980 | $336.8K | 0.33% | −313−4.3% | Reduced |
| Voya Financial Advisors, Inc. | 6,985 | $337.0K | 0.04% | −1,380−16.5% | Reduced |
| Ellenbecker Investment Group | 7,077 | $338.5K | 0.06% | −353−4.8% | Reduced |
| Oak Thistle LLC | 7,083 | $338.8K | 0.10% | +7,083 | New |
| Summit X, LLC | 7,086 | $338.9K | 0.08% | −36−0.5% | Reduced |
| Gladstone Institutional Advisory LLC | 7,089 | $339.1K | 0.02% | +120+1.7% | Added |
| Impact Investors, Inc | 7,133 | $341.2K | 0.26% | +7,133 | New |
| Great Lakes Advisors, LLC | 7,134 | $341.2K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 7,149 | $341.9K | 0.01% | +1,135+18.9% | Added |
| Archford Capital Strategies, LLC | 7,161 | $342.5K | 0.05% | +7+0.1% | Added |
| Barlow Wealth Partners, Inc. | 6,736 | $342.9K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7,174 | $343.1K | 0.04% | +491+7.3% | Added |
| Laraway Financial Inc | 7,198 | $344.3K | 0.27% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 7,216 | $345.1K | 0.08% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,223 | $345.5K | 0.02% | −73−1.0% | Reduced |
| 44 Wealth Management LLC | 7,231 | $345.9K | 0.13% | −798−9.9% | Reduced |
| Wedgewood Investors Inc | 7,278 | $348.1K | 0.41% | 00.0% | Unchanged |