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; 2,070 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 | 2,070 | $76.8B |
| Q1 2026 | 1,982 | $64.8B |
| Q4 2025 | 2,011 | $67.3B |
| Q3 2025 | 1,870 | $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 |
|---|---|---|---|---|---|
| Lincoln Capital LLC | 6,620 | $316.6K | 0.07% | −50−0.7% | Reduced |
| Charter Research & Investment Group, Inc. | 6,612 | $316.3K | 0.24% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 6,610 | $316.1K | 0.15% | −155−2.3% | Reduced |
| Lakeview Capital Partners, LLC | 6,579 | $314.7K | 0.07% | −6,104−48.1% | Reduced |
| Boltwood Capital Management | 6,575 | $314.5K | 0.10% | 00.0% | Unchanged |
| Potentia Wealth | 6,563 | $313.9K | 0.14% | +6,563 | New |
| Beverly Hills Private Wealth, LLC | 6,552 | $313.4K | 0.06% | −303−4.4% | Reduced |
| Summit Global Investments | 6,547 | $313.0K | 0.02% | −205−3.0% | Reduced |
| Trifecta Capital Advisors, LLC | 6,528 | $312.2K | 0.06% | −422−6.1% | Reduced |
| Encompass More Asset Management | 6,524 | $312.0K | 0.10% | +1,491+29.6% | Added |
| D'Orazio & Associates, Inc. | 6,504 | $311.1K | 0.05% | +742+12.9% | Added |
| Headinvest, LLC | 6,501 | $310.9K | 0.06% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 6,463 | $309.1K | 0.01% | +726+12.7% | Added |
| LifeWealth Investments, LLC | 6,462 | $309.1K | 0.20% | +6,462 | New |
| Advisor OS, LLC | 6,385 | $305.4K | 0.04% | +332+5.5% | Added |
| Tucker Asset Management LLC | 6,382 | $305.3K | 0.03% | −1,255−16.4% | Reduced |
| Aprio Wealth Management, LLC | 6,367 | $304.5K | 0.04% | −249−3.8% | Reduced |
| Guardian Wealth Advisors, LLC | 6,365 | $304.5K | 0.02% | +1,711+36.8% | Added |
| Anchor Pointe Wealth Management, LLC | 6,309 | $304.4K | 0.40% | +6,309 | New |
| Atlantic Union Bankshares Corp | 6,345 | $303.4K | 0.02% | −98−1.5% | Reduced |
| First Heartland Consultants, Inc. | 6,322 | $302.4K | 0.03% | +6,322 | New |
| Epiq Partners, LLC | 6,313 | $302.0K | 0.16% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 6,301 | $301.0K | 0.07% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 6,281 | $300.4K | 0.01% | −259−4.0% | Reduced |
| Cambria Investment Management, L.P. | 6,258 | $299.3K | 0.02% | +6,258 | New |
| Community Trust & Investment Co | 6,253 | $299.1K | 0.02% | +50+0.8% | Added |
| Linscomb & Williams, Inc. | 6,249 | $298.9K | 0.01% | +980+18.6% | Added |
| Journey Strategic Wealth LLC | 6,241 | $298.5K | 0.01% | +103+1.7% | Added |
| West Family Investments, Inc. | 6,235 | $298.2K | 0.10% | −86−1.4% | Reduced |
| Bragg Financial Advisors, Inc | 6,202 | $296.6K | 0.01% | −1,290−17.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 6,471 | $295.9K | 0.10% | +86+1.3% | Added |
| Fiduciary Alliance LLC | 6,186 | $295.9K | 0.03% | +6,186 | New |
| Transamerica Financial Advisors, Inc. | 6,163 | $295.0K | 0.03% | −93−1.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,155 | $294.4K | 0.04% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 6,144 | $293.9K | 0.24% | +6,144 | New |
| Capital Asset Advisory Services LLC | 6,013 | $293.8K | 0.01% | +630+11.7% | Added |
| Crestwood Advisors Group LLC | 6,135 | $293.4K | 0.01% | −564−8.4% | Reduced |
| Investment House LLC | 6,125 | $293.0K | 0.02% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 6,113 | $292.4K | 0.12% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 6,110 | $292.2K | 0.12% | −341−5.3% | Reduced |
| New Wave Wealth Advisors LLC | 6,094 | $291.5K | 0.12% | −1,173−16.1% | Reduced |
| Keel Point, LLC | 6,076 | $290.6K | 0.02% | −2,154−26.2% | Reduced |
| Beacon Financial Group | 6,076 | $290.6K | 0.03% | −306−4.8% | Reduced |
| Gibbs Wealth Management | 6,072 | $290.4K | 0.08% | +1,263+26.3% | Added |
| Capital Investment Advisory Services, LLC | 6,072 | $290.4K | 0.03% | +125+2.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 6,065 | $290.1K | 0.07% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 6,000 | $290.0K | 0.17% | −3,800−38.8% | Reduced |
| Nebula Research & Development LLC | 6,061 | $289.9K | 0.03% | +6,061 | New |
| Aberdeen Wealth Management LLC | 6,059 | $289.8K | 0.20% | +373+6.6% | Added |
| Atlantic Family Wealth, LLC | 6,058 | $289.8K | 0.34% | +6,058 | New |
| Simon Quick Advisors, LLC | 6,057 | $289.7K | 0.02% | +398+7.0% | Added |
| Jeppson Wealth Management, LLC | 6,054 | $289.6K | 0.11% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 6,044 | $289.1K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6,029 | $288.4K | 0.06% | +5,705+1,760.8% | Added |
| Intrinsic Value Partners, LLC | 6,029 | $288.4K | 0.29% | −50−0.8% | Reduced |
| Virtu Financial LLC | 6,013 | $288.0K | 0.02% | +6,013 | New |
| Strategic Family Wealth Counselors, L.L.C. | 6,018 | $287.8K | 0.09% | +810+15.6% | Added |
| Virtue Capital Management, LLC | 6,006 | $287.3K | 0.06% | −469−7.2% | Reduced |
| Knollwood Investment Advisory, LLC | 6,001 | $287.0K | 0.03% | 00.0% | Unchanged |
| Promus Capital, LLC | 6,000 | $287.0K | 0.22% | +6,000 | New |
| Hardy Reed LLC | 5,964 | $285.3K | 0.03% | −560−8.6% | Reduced |
| L2 Asset Management, LLC | 5,953 | $284.7K | 0.06% | −221−3.6% | Reduced |
| TBH Global Asset Management, LLC | 5,950 | $284.6K | 0.07% | +10+0.2% | Added |
| Wright Investors Service Inc | 5,948 | $284.5K | 0.09% | −12,607−67.9% | Reduced |
| Schechter Investment Advisors, LLC | 5,946 | $284.4K | 0.02% | −811−12.0% | Reduced |
| Alpha Family Trust | 5,925 | $283.4K | 0.16% | 00.0% | Unchanged |
| Michael A. Dubis Financial Planning, LLC | 5,909 | $283.0K | 0.27% | +5,909 | New |
| Sebold Capital Management, Inc. | 5,916 | $283.0K | 0.19% | −1,663−21.9% | Reduced |
| Arrien Investments, Inc. | 5,875 | $282.0K | 0.20% | −79−1.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 5,813 | $281.9K | 0.01% | +5,813 | New |
| TCI Wealth Advisors, Inc. | 5,845 | $279.6K | 0.02% | +832+16.6% | Added |
| Axq Capital, LP | 5,822 | $278.5K | 0.13% | −1,257−17.8% | Reduced |
| Moseley Investment Management Inc | 5,821 | $278.4K | 0.11% | −58−1.0% | Reduced |
| Dodge & Cox | 5,800 | $277.4K | 0.00% | −5,000−46.3% | Reduced |
| JT Stratford LLC | 5,792 | $277.0K | 0.05% | −51−0.9% | Reduced |
| Venture Visionary Partners LLC | 5,784 | $276.7K | 0.01% | −440−7.1% | Reduced |
| Bell Bank | 5,784 | $276.6K | 0.02% | +982+20.4% | Added |
| German American Bancorp, Inc. | 5,768 | $275.9K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 5,752 | $275.1K | 0.25% | −17−0.3% | Reduced |
| Sheets Smith Wealth Management | 5,743 | $274.7K | 0.03% | −806−12.3% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 5,729 | $274.0K | 0.10% | +5,729 | New |
| Affinity Investment Advisors, LLC | 5,728 | $274.0K | 0.23% | −4,670−44.9% | Reduced |
| Balyasny Asset Management LLC | 5,704 | $272.8K | 0.00% | −30,077−84.1% | Reduced |
| Horst & Graben Wealth Management LLC | 5,660 | $270.7K | 0.05% | +36+0.6% | Added |
| Meridian Financial, LLC | 5,634 | $269.5K | 0.19% | −187−3.2% | Reduced |
| Joel Isaacson & Co., LLC | 5,624 | $269.0K | 0.01% | +135+2.5% | Added |
| Byrne Asset Management LLC | 5,610 | $268.3K | 0.19% | −190−3.3% | Reduced |
| Foster Group, Inc. | 5,602 | $267.9K | 0.01% | −21−0.4% | Reduced |
| Prelude Capital Management, LLC | 5,593 | $267.5K | 0.02% | +5,593 | New |
| Ransom Advisory, Ltd | 5,590 | $267.4K | 0.12% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 5,588 | $267.3K | 0.16% | +15+0.3% | Added |
| Wealthedge Investment Advisors, LLC | 5,587 | $267.2K | 0.12% | +5,587 | New |
| BNC Wealth Management, LLC | 5,580 | $266.9K | 0.09% | −43−0.8% | Reduced |
| Madison Wealth Partners, Inc | 5,577 | $266.7K | 0.07% | +29+0.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,566 | $266.2K | 0.10% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 5,565 | $266.2K | 0.00% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 5,565 | $266.2K | 0.06% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 5,535 | $264.8K | 0.09% | +874+18.8% | Added |
| Keb Asset Management, LLC | 5,518 | $263.9K | 0.08% | +62+1.1% | Added |
| IVC Wealth Advisors LLC | 5,491 | $262.6K | 0.15% | +10.0% | Added |