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 |
|---|---|---|---|---|---|
| Richards, Merrill & Peterson, Inc. | 26,565 | $1.27M | 0.66% | +26,565 | New |
| Dearborn Partners LLC | 26,368 | $1.26M | 0.05% | −1,350−4.9% | Reduced |
| Cairn Investment Group, Inc. | 26,088 | $1.25M | 0.73% | −87−0.3% | Reduced |
| Wealthquest Corp | 26,009 | $1.24M | 0.10% | −86−0.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 25,924 | $1.24M | 0.31% | −1,653−6.0% | Reduced |
| Potomac Fund Management Inc | 25,807 | $1.23M | 0.07% | +25,807 | New |
| Stableford Capital II LLC | 25,642 | $1.23M | 0.48% | −299−1.2% | Reduced |
| Pioneer Trust Bank N A | 25,333 | $1.21M | 0.30% | −1,440−5.4% | Reduced |
| Cravens & Co Advisors, LLC | 25,212 | $1.21M | 0.92% | +25,212 | New |
| Secured Retirement Advisors, LLC | 25,053 | $1.20M | 0.69% | +25,053 | New |
| Litman Gregory Asset Management LLC | 25,038 | $1.20M | 0.10% | −3,387−11.9% | Reduced |
| Meridian Financial Partners LLC | 25,004 | $1.20M | 0.63% | −959−3.7% | Reduced |
| Change Path, LLC | 24,890 | $1.19M | 0.04% | −5,647−18.5% | Reduced |
| Forum Financial Management, LP | 24,842 | $1.19M | 0.02% | +12,479+100.9% | Added |
| Canada Post Corp Registered Pension Plan | 24,842 | $1.19M | 0.07% | +24,842 | New |
| Neville Rodie & Shaw Inc | 24,777 | $1.19M | 0.09% | +4,951+25.0% | Added |
| Robertson Stephens Wealth Management, LLC | 24,519 | $1.18M | 0.04% | +177+0.7% | Added |
| Smith, Moore & Co. | 24,713 | $1.18M | 0.11% | −80.0% | Reduced |
| Pathway Financial Advisers, LLC | 24,709 | $1.18M | 0.40% | +392+1.6% | Added |
| Flagstone Financial Management | 24,626 | $1.18M | 0.39% | +40.0% | Added |
| CX Institutional | 24,413 | $1.17M | 0.05% | +6,631+37.3% | Added |
| Sittner & Nelson, LLC | 24,408 | $1.17M | 0.51% | +634+2.7% | Added |
| Independent Financial Group, LLC | 24,353 | $1.16M | 0.04% | −295−1.2% | Reduced |
| Kings Path Partners LLC | 24,259 | $1.16M | 0.50% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 23,988 | $1.15M | 0.03% | +135+0.6% | Added |
| DMG Group, LLC | 23,979 | $1.15M | 0.93% | +3,664+18.0% | Added |
| Scotia Capital Inc. | 23,978 | $1.15M | 0.01% | +101+0.4% | Added |
| Moody National Bank Trust Division | 23,785 | $1.14M | 0.12% | −1,195−4.8% | Reduced |
| Rockland Trust Co | 23,769 | $1.14M | 0.06% | −516−2.1% | Reduced |
| Valley National Advisers Inc | 23,652 | $1.13M | 0.20% | −7,030−22.9% | Reduced |
| Disciplined Equity Management, Inc. | 23,620 | $1.13M | 0.73% | 00.0% | Unchanged |
| Clean Yield Group | 23,548 | $1.13M | 0.36% | −1,000−4.1% | Reduced |
| Norden Group LLC | 23,380 | $1.12M | 0.13% | −652−2.7% | Reduced |
| Winthrop Capital Management, LLC | 23,126 | $1.12M | 0.30% | +23,126 | New |
| Resources Management Corp | 23,275 | $1.11M | 0.15% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 23,269 | $1.11M | 0.21% | −492−2.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 23,166 | $1.11M | 0.19% | −4,615−16.6% | Reduced |
| Weitzel Financial Services, Inc. | 22,979 | $1.11M | 0.52% | −32,037−58.2% | Reduced |
| Cahill Financial Advisors Inc | 23,092 | $1.10M | 0.15% | +4,476+24.0% | Added |
| Bank of Hawaii | 22,931 | $1.10M | 0.06% | −12−0.1% | Reduced |
| Elevated Capital Advisors, LLC | 22,815 | $1.09M | 0.30% | −728−3.1% | Reduced |
| Field & Main Bank | 22,733 | $1.09M | 0.38% | −300−1.3% | Reduced |
| Wedmont Private Capital | 22,913 | $1.09M | 0.06% | +3,790+19.8% | Added |
| Stratos Wealth Partners, LTD. | 22,593 | $1.08M | 0.02% | +984+4.6% | Added |
| Signaturefd, LLC | 22,548 | $1.08M | 0.02% | +449+2.0% | Added |
| Mengis Capital Management, Inc. | 22,532 | $1.08M | 0.22% | +400+1.8% | Added |
| E. Ohman J:or Asset Management AB | 22,500 | $1.08M | 0.03% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 22,490 | $1.08M | 0.06% | −1,655−6.9% | Reduced |
| Applied Finance Capital Management, LLC | 22,259 | $1.06M | 0.05% | −1,063−4.6% | Reduced |
| Parkside Financial Bank & Trust | 22,176 | $1.06M | 0.14% | +3,689+20.0% | Added |
| Jacobi Capital Management LLC | 21,995 | $1.05M | 0.08% | +20+0.1% | Added |
| Portland Global Advisors LLC | 21,962 | $1.05M | 0.13% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 21,751 | $1.04M | 0.08% | −37−0.2% | Reduced |
| TCW Group Inc | 21,823 | $1.04M | 0.01% | +556+2.6% | Added |
| Ballentine Partners, LLC | 21,642 | $1.04M | 0.02% | +1,666+8.3% | Added |
| Quadrant Capital Group LLC | 21,625 | $1.03M | 0.07% | −1,897−8.1% | Reduced |
| Private Trust Co NA | 21,548 | $1.03M | 0.11% | +699+3.4% | Added |
| International Assets Investment Management, LLC | 21,268 | $1.02M | 0.09% | +21,268 | New |
| Caisse des Depots Et Consignations | 21,201 | $1.01M | 0.05% | +21,201 | New |
| Cassaday & Co Wealth Management LLC | 21,150 | $1.01M | 0.03% | +21,150 | New |
| Ameritas Advisory Services, LLC | 20,982 | $1.00M | 0.03% | −825−3.8% | Reduced |
| Argus Investors' Counsel, Inc. | 20,833 | $996.4K | 0.67% | −2,500−10.7% | Reduced |
| Perigon Wealth Management, LLC | 20,520 | $985.6K | 0.02% | +394+2.0% | Added |
| Ameritas Investment Partners, Inc. | 20,603 | $985.4K | 0.03% | −603−2.8% | Reduced |
| AlphaCore Capital LLC | 20,356 | $983.8K | 0.21% | +4,267+26.5% | Added |
| Wetherby Asset Management Inc | 20,558 | $983.3K | 0.05% | −1,429−6.5% | Reduced |
| Panagora Asset Management Inc | 20,401 | $975.8K | 0.00% | +2,192+12.0% | Added |
| MidWestOne Financial Group, Inc. | 20,269 | $969.5K | 0.14% | −300−1.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 20,269 | $969.5K | 0.06% | −587−2.8% | Reduced |
| Financial Perspectives, Inc | 20,241 | $968.1K | 0.33% | +447+2.3% | Added |
| Parallel Advisors, LLC | 20,202 | $966.3K | 0.02% | −876−4.2% | Reduced |
| North Star Investment Management Corp. | 20,197 | $966.0K | 0.07% | −240−1.2% | Reduced |
| SignalPoint Asset Management, LLC | 20,137 | $963.2K | 0.23% | −558−2.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 20,115 | $962.1K | 0.20% | +30.0% | Added |
| HCR Wealth Advisors | 20,107 | $961.8K | 0.12% | +211+1.1% | Added |
| Fifth Third Wealth Advisors LLC | 20,030 | $958.0K | 0.05% | −54−0.3% | Reduced |
| Brasada Capital Management, LP | 20,000 | $956.6K | 0.17% | 00.0% | Unchanged |
| Aspiriant, LLC | 19,974 | $955.4K | 0.03% | −797−3.8% | Reduced |
| Morningstar Investment Management LLC | 19,514 | $933.0K | 0.07% | −33,863−63.4% | Reduced |
| First County Bank | 19,335 | $924.8K | 0.52% | +680+3.6% | Added |
| Bridgewater Advisors Inc. | 18,695 | $917.2K | 0.10% | −11−0.1% | Reduced |
| My Legacy Advisors, LLC | 17,995 | $915.9K | 0.36% | +92+0.5% | Added |
| Occudo Quantitative Strategies LP | 19,119 | $914.5K | 0.16% | +19,119 | New |
| Mirabella Financial Services LLP | 19,100 | $913.5K | 0.08% | +19,100 | New |
| CFS Investment Advisory Services, LLC | 18,939 | $906.0K | 0.08% | +1,356+7.7% | Added |
| Dynamic Technology Lab Private Ltd | 18,908 | $904.0K | 0.15% | −35,795−65.4% | Reduced |
| Dana Investment Advisors, Inc. | 18,895 | $903.7K | 0.03% | +1,543+8.9% | Added |
| Exencial Wealth Advisors, LLC | 18,838 | $901.0K | 0.03% | +62+0.3% | Added |
| JGP Wealth Management, LLC | 18,778 | $898.2K | 0.12% | −192−1.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 18,519 | $895.0K | 0.06% | −135−0.7% | Reduced |
| GTS Securities LLC | 18,704 | $894.6K | 0.04% | +1,314+7.6% | Added |
| La Banque Postale Asset Management SA | 18,450 | $882.5K | 0.01% | +1,800+10.8% | Added |
| Sumitomo Life Insurance Co | 18,270 | $873.9K | 0.02% | −829−4.3% | Reduced |
| Leavell Investment Management, Inc. | 18,011 | $870.5K | 0.04% | −1,200−6.2% | Reduced |
| Modern Wealth Management, LLC | 18,005 | $861.2K | 0.03% | +18,005 | New |
| Triangle Securities Wealth Management | 17,846 | $853.6K | 0.22% | −1,023−5.4% | Reduced |
| Financial Advisory Service, Inc. | 17,844 | $853.5K | 0.07% | −108−0.6% | Reduced |
| Angeles Investment Advisors, LLC | 17,616 | $851.1K | 0.04% | −157−0.9% | Reduced |
| Fullerton Fund Management Co Ltd. | 17,781 | $850.5K | 0.03% | +379+2.2% | Added |
| Cohen Capital Management, Inc. | 17,700 | $846.6K | 0.14% | 00.0% | Unchanged |