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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | 11,363 | $543.5K | 0.02% | +2,062+22.2% | Added |
| Smith Chas P & Associates Pa Cpas | 11,397 | $545.1K | 0.03% | −280−2.4% | Reduced |
| Park Place Capital Corp | 11,443 | $547.3K | 0.15% | −1,361−10.6% | Reduced |
| Aventura Private Wealth, LLC | 11,449 | $547.6K | 0.29% | +11,449 | New |
| Berger Financial Group, Inc | 11,504 | $550.3K | 0.04% | −160−1.4% | Reduced |
| WCG Wealth Advisors LLC | 11,562 | $553.0K | 0.04% | +11,562 | New |
| Phillips Wealth Planners LLC | 11,799 | $559.0K | 0.56% | −257−2.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,695 | $559.4K | 0.04% | +11,695 | New |
| Essex Financial Services, Inc. | 11,701 | $559.7K | 0.04% | +652+5.9% | Added |
| Penobscot Investment Management Company, Inc. | 11,753 | $562.1K | 0.05% | +522+4.6% | Added |
| Sound View Wealth Advisors Group, LLC | 11,855 | $567.0K | 0.05% | −3,097−20.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 11,809 | $569.8K | 0.03% | 00.0% | Unchanged |
| Maxi Investments CY Ltd | 11,800 | $570.0K | 0.11% | +11,800 | New |
| Graypoint LLC | 11,933 | $570.7K | 0.03% | +168+1.4% | Added |
| Modera Wealth Management, LLC | 11,950 | $571.6K | 0.01% | +502+4.4% | Added |
| Boyd Watterson Asset Management LLC | 11,973 | $572.7K | 0.16% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 175 | $572.7K | 0.03% | −10,450−98.4% | Reduced |
| Gifford Fong Associates | 12,000 | $574.0K | 0.14% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 12,022 | $575.0K | 0.75% | +12,022 | New |
| City Center Advisors, LLC | 12,132 | $580.3K | 0.65% | −676−5.3% | Reduced |
| Infrastructure Capital Advisors, LLC | 12,156 | $581.4K | 0.08% | +12,156 | New |
| SeaCrest Wealth Management, LLC | 12,182 | $582.7K | 0.06% | +668+5.8% | Added |
| Moran Wealth Management, LLC | 12,208 | $583.9K | 0.02% | +12,208 | New |
| Ullmann Financial Group, Inc. | 12,213 | $584.1K | 0.08% | −1,000−7.6% | Reduced |
| WealthPLAN Partners, LLC | 12,290 | $587.8K | 0.08% | +14+0.1% | Added |
| Atlas Brown,Inc. | 12,308 | $588.7K | 0.20% | +21+0.2% | Added |
| Manske Wealth Management | 12,310 | $588.8K | 0.23% | +12,310 | New |
| Carlson Capital Management | 12,335 | $590.0K | 0.03% | −1,349−9.9% | Reduced |
| Essex Savings Bank | 12,350 | $590.6K | 0.15% | +216+1.8% | Added |
| Centennial Wealth Advisory LLC | 12,370 | $591.6K | 0.23% | +908+7.9% | Added |
| Emerald Advisors, LLC | 12,410 | $593.6K | 0.08% | +499+4.2% | Added |
| Bridgefront Capital, LLC | 12,447 | $595.3K | 0.20% | −10,552−45.9% | Reduced |
| David Loasby | 12,639 | $598.8K | 0.06% | −3,715−22.7% | Reduced |
| VeraBank, N.A. | 12,521 | $598.9K | 0.17% | −89−0.7% | Reduced |
| First Business Financial Services, Inc. | 12,571 | $601.3K | 0.06% | +3,529+39.0% | Added |
| Axxcess Wealth Management, LLC | 12,597 | $602.5K | 0.01% | −363−2.8% | Reduced |
| Aigen Investment Management, LP | 12,629 | $604.0K | 0.11% | −4,361−25.7% | Reduced |
| Lion Street Advisors, LLC | 12,659 | $605.5K | 0.19% | +552+4.6% | Added |
| JFS Wealth Advisors, LLC | 12,673 | $606.2K | 0.04% | +40.0% | Added |
| Forbes J M & Co LLP | 12,677 | $606.3K | 0.06% | 00.0% | Unchanged |
| Westpac Banking Corp | 12,795 | $612.0K | 0.04% | +1,142+9.8% | Added |
| Wallace Advisory Group, LLC | 13,432 | $614.2K | 0.42% | +618+4.8% | Added |
| Acropolis Investment Management, LLC | 12,873 | $615.7K | 0.04% | −244−1.9% | Reduced |
| Auxier Asset Management | 13,009 | $622.2K | 0.10% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 13,027 | $623.1K | 0.03% | +8,480+186.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 13,096 | $626.4K | 0.22% | −365−2.7% | Reduced |
| Chicago Trust Co NA | 13,114 | $627.2K | 0.11% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 12,949 | $628.3K | 0.02% | +202+1.6% | Added |
| Greenfield Savings Bank | 13,165 | $629.7K | 0.30% | −1,893−12.6% | Reduced |
| First Horizon Advisors, Inc. | 13,168 | $629.8K | 0.02% | −1,491−10.2% | Reduced |
| Rogco, LP | 13,179 | $630.4K | 0.26% | −192−1.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 13,210 | $631.9K | 0.01% | −60−0.5% | Reduced |
| Pacific Global Investment Management CO | 13,211 | $631.9K | 0.81% | −3,497−20.9% | Reduced |
| Vivaldi Capital Management, LLC | 12,768 | $632.5K | 0.10% | −233−1.8% | Reduced |
| Wrapmanager Inc | 13,231 | $632.8K | 0.16% | −1,981−13.0% | Reduced |
| Jarislowsky, Fraser Ltd | 13,252 | $633.8K | 0.00% | −2,700−16.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,271 | $634.8K | 0.19% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 13,192 | $637.6K | 0.03% | +896+7.3% | Added |
| Quad-Cities Investment Group, LLC | 13,344 | $638.2K | 0.31% | −6,606−33.1% | Reduced |
| Wolff Financial Management LLC | 13,359 | $639.0K | 0.18% | +50.0% | Added |
| Clear Street Markets LLC | 13,400 | $640.9K | 0.24% | +12,200+1,016.7% | Added |
| Interactive Financial Advisors | 13,462 | $643.9K | 0.34% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13,464 | $643.9K | 0.13% | +3,420+34.1% | Added |
| Total Clarity Wealth Management, Inc. | 13,488 | $645.1K | 0.21% | −1,168−8.0% | Reduced |
| Perkins Capital Management Inc | 13,500 | $645.7K | 0.57% | −100−0.7% | Reduced |
| Fusion Capital, LLC | 13,510 | $646.2K | 0.26% | +137+1.0% | Added |
| Isthmus Partners, LLC | 13,558 | $648.5K | 0.08% | +515+3.9% | Added |
| Morningstar Investment Services LLC | 13,572 | $649.0K | 0.06% | −165,958−92.4% | Reduced |
| IFP Advisors, Inc | 13,604 | $650.7K | 0.02% | +1,760+14.9% | Added |
| Koshinski Asset Management, Inc. | 13,650 | $652.9K | 0.06% | −553−3.9% | Reduced |
| Everpar Advisors LLC | 13,674 | $654.0K | 0.33% | −512−3.6% | Reduced |
| Buck Wealth Strategies, LLC | 13,737 | $657.0K | 0.14% | +5,558+68.0% | Added |
| Kinneret Advisory, LLC | 13,596 | $657.1K | 0.06% | −634−4.5% | Reduced |
| Pinnacle Bancorp, Inc. | 13,769 | $658.6K | 0.21% | +3,150+29.7% | Added |
| Waldron Private Wealth LLC | 13,797 | $659.9K | 0.03% | +20+0.1% | Added |
| Smartleaf Asset Management LLC | 13,736 | $662.8K | 0.07% | +1,281+10.3% | Added |
| Bedel Financial Consulting, Inc. | 13,994 | $663.0K | 0.09% | +1,350+10.7% | Added |
| Monetary Management Group Inc | 13,865 | $663.2K | 0.17% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13,956 | $667.5K | 0.06% | −480−3.3% | Reduced |
| Parkside Investments, LLC | 14,000 | $669.6K | 0.10% | −6,000−30.0% | Reduced |
| Manchester Capital Management LLC | 14,077 | $673.3K | 0.08% | +147+1.1% | Added |
| Jag Capital Management, LLC | 14,084 | $673.7K | 0.09% | −486−3.3% | Reduced |
| Intrust Bank NA | 14,160 | $677.3K | 0.07% | +126+0.9% | Added |
| Cherry Tree Wealth Management, LLC | 14,166 | $677.6K | 0.17% | −495−3.4% | Reduced |
| Live Oak Investment Partners | – | $682.2K | 0.52% | – | – |
| Gilbert & Cook, Inc. | 14,268 | $682.5K | 0.10% | +12+0.1% | Added |
| Quest Partners LLC | 14,276 | $682.8K | 0.09% | +14,269+203,842.9% | Added |
| Northwest Wealth Management, LLC | 14,286 | $683.3K | 0.14% | +203+1.4% | Added |
| Integrated Advisors Network LLC | 14,402 | $688.9K | 0.03% | −278−1.9% | Reduced |
| Grange Capital, LLC | 14,408 | $689.1K | 0.72% | +14,408 | New |
| Farther Finance Advisors, LLC | 14,467 | $692.0K | 0.03% | +530+3.8% | Added |
| Longfellow Investment Management Co LLC | 14,490 | $693.1K | 0.18% | −930−6.0% | Reduced |
| Tudor Investment Corp Et Al | 14,554 | $696.1K | 0.01% | −27,286−65.2% | Reduced |
| Bank of Stockton | 14,656 | $701.0K | 0.21% | +1,345+10.1% | Added |
| RFG Advisory, LLC | 14,675 | $701.9K | 0.02% | −449−3.0% | Reduced |
| Vise Technologies, Inc. | 14,704 | $703.3K | 0.06% | +6,430+77.7% | Added |
| Cidel Asset Management Inc | 14,731 | $704.6K | 0.05% | −490−3.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 14,868 | $711.1K | 0.02% | −3,600−19.5% | Reduced |
| Oldfather Financial Services, LLC | 15,049 | $719.8K | 0.27% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 15,146 | $724.4K | 0.03% | +894+6.3% | Added |