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, Q1 2025
Institutional positions in US Bancorp DE as of Mar 31, 2025. 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
- 1,821
- −5 vs. Q4 2024
- Shares held
- 1.24B
- −13.9M (−1.1%) vs. Q4 2024
- Total value
- $52.3B
- −$7.67B (−12.8%) vs. Q4 2024
- New holders
- 161
- 678 more added
- Sold out
- 166
- 711 more reduced
29 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding US Bancorp DE; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MJT & Associates Financial Advisory Group, Inc. | 3,406 | $143.8K | 0.14% | +3,406 | New |
| Lazard Asset Management LLC | 3,423 | $144.0K | 0.00% | +3,365+5,801.7% | Added |
| Washington Trust Advisors, Inc. | 3,418 | $144.3K | 0.01% | −328−8.8% | Reduced |
| Bank & Trust Co | 3,499 | $147.7K | 0.12% | +3,144+885.6% | Added |
| Deseret Mutual Benefit Administrators | 3,527 | $148.9K | 0.07% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 3,611 | $152.5K | 0.09% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3,667 | $154.8K | 0.05% | +14+0.4% | Added |
| Ritter Daniher Financial Advisory LLC | 3,670 | $154.9K | 0.04% | −500−12.0% | Reduced |
| West Financial Advisors, LLC | 3,725 | $157.3K | 0.03% | −604−14.0% | Reduced |
| von Borstel & Associates, Inc. | 3,772 | $161.0K | 0.05% | +3,772 | New |
| Acadian Asset Management LLC | 3,980 | $168.0K | 0.00% | −71,773−94.7% | Reduced |
| Indiana Trust & Investment Management CO | 4,024 | $169.9K | 0.06% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4,179 | $176.4K | 0.10% | −632−13.1% | Reduced |
| Creative Capital Management Investments LLC | 4,361 | $184.1K | 0.07% | −5−0.1% | Reduced |
| Sentry Investment Management LLC | 5,021 | $185.0K | 0.13% | +5,021 | New |
| City Holding Co | 4,425 | $186.8K | 0.03% | +15+0.3% | Added |
| Cromwell Holdings LLC | 4,424 | $189.0K | 0.12% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 4,468 | $190.0K | 0.08% | −433−8.8% | Reduced |
| SRS Capital Advisors, Inc. | 4,518 | $190.8K | 0.01% | −173−3.7% | Reduced |
| CVA Family Office, LLC | 4,550 | $192.1K | 0.03% | −115−2.5% | Reduced |
| Mechanics Financial Corp | 4,566 | $192.8K | 0.09% | −50−1.1% | Reduced |
| Evelyn Partners Investment Management LLP | 4,720 | $199.3K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 4,735 | $199.9K | 0.02% | −2,731−36.6% | Reduced |
| Octavia Wealth Advisors, LLC | 4,690 | $200.4K | 0.02% | −18−0.4% | Reduced |
| Clarius Group, LLC | 4,755 | $200.8K | 0.01% | −79−1.6% | Reduced |
| Beacon Financial Group | 4,774 | $201.6K | 0.02% | −1,302−21.4% | Reduced |
| Northern Financial Advisors Inc | 4,792 | $202.3K | 0.17% | −326−6.4% | Reduced |
| GSB Wealth Management, LLC | 4,800 | $202.7K | 0.05% | +181+3.9% | Added |
| Relyea Zuckerberg Hanson LLC | 4,801 | $202.7K | 0.03% | +392+8.9% | Added |
| Empire Financial Management Company, LLC | 4,804 | $202.8K | 0.06% | +100+2.1% | Added |
| Nautilus Advisors LLC | 4,805 | $202.9K | 0.17% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 4,817 | $203.4K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,818 | $203.4K | 0.04% | +29+0.6% | Added |
| Sippican Capital Advisors | 4,857 | $205.1K | 0.15% | 00.0% | Unchanged |
| Kure Advisory, LLC | 4,859 | $205.2K | 0.15% | +4,859 | New |
| Marietta Investment Partners LLC | 4,861 | $205.2K | 0.05% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 4,863 | $205.3K | 0.02% | +4,863 | New |
| Diversify Advisory Services, LLC | 5,070 | $205.3K | 0.01% | −11,971−70.2% | Reduced |
| Baldwin Brothers Inc | 4,866 | $205.4K | 0.01% | −5,665−53.8% | Reduced |
| Rossmore Private Capital | 4,878 | $205.9K | 0.03% | +4+0.1% | Added |
| Waldron Private Wealth LLC | 4,825 | $206.1K | 0.01% | −8,972−65.0% | Reduced |
| SIH Partners, LLLP | 4,887 | $206.3K | 0.02% | +4,887 | New |
| Evoke Wealth, LLC | 4,835 | $206.6K | 0.01% | −263−5.2% | Reduced |
| N.E.W. Advisory Services LLC | 4,894 | $206.6K | 0.02% | +4,894 | New |
| Empower Advisory Group, LLC | 4,901 | $206.9K | 0.00% | −216−4.2% | Reduced |
| New Wave Wealth Advisors LLC | 4,908 | $207.2K | 0.09% | −1,186−19.5% | Reduced |
| Tucker Asset Management LLC | 4,926 | $208.0K | 0.07% | −1,456−22.8% | Reduced |
| Richardson Financial Services Inc. | 4,961 | $209.5K | 0.16% | −30−0.6% | Reduced |
| GeoWealth Management, LLC | 4,981 | $210.3K | 0.01% | +720+16.9% | Added |
| Boston Family Office LLC | 4,995 | $211.0K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 4,999 | $211.1K | 0.01% | 00.0% | Unchanged |
| McRae Capital Management Inc | 5,000 | $211.1K | 0.04% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 5,000 | $211.1K | 0.11% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 5,023 | $212.1K | 0.09% | −125−2.4% | Reduced |
| Symmetry Partners, LLC | 5,027 | $212.2K | 0.03% | +24+0.5% | Added |
| One Wealth Capital Management, LLC | 5,049 | $213.2K | 0.11% | +71+1.4% | Added |
| Element Wealth, LLC | 5,061 | $213.7K | 0.11% | +14+0.3% | Added |
| VanWeelden Wealth Management, LLC | 5,065 | $213.8K | 0.19% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5,073 | $214.2K | 0.03% | −251−4.7% | Reduced |
| Tyche Wealth Partners LLC | 5,081 | $214.5K | 0.05% | −312−5.8% | Reduced |
| PharVision Advisers, LLC | 5,083 | $214.6K | 0.30% | +5,083 | New |
| Strategic Blueprint, LLC | 5,084 | $214.6K | 0.01% | +473+10.3% | Added |
| Oxinas Partners Wealth Management LLC | 5,100 | $215.3K | 0.13% | −100−1.9% | Reduced |
| Dillon & Associates Inc | 5,150 | $216.0K | 0.03% | 00.0% | Unchanged |
| First Citizens Financial Corp | 5,123 | $216.3K | 0.12% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,131 | $216.8K | 0.03% | +129+2.6% | Added |
| Quest Investment Management LLC | 5,157 | $217.7K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 5,165 | $218.1K | 0.01% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 5,165 | $218.1K | 0.09% | −945−15.5% | Reduced |
| Berkshire Asset Management LLC | 5,185 | $218.5K | 0.01% | −5,091−49.5% | Reduced |
| Richmond Investment Services, LLC | 5,194 | $219.3K | 0.12% | +4+0.1% | Added |
| KRS Capital Management, LLC | 5,199 | $219.5K | 0.17% | +5,199 | New |
| Priebe Wealth Holdings LLC | 5,203 | $219.7K | 0.14% | +125+2.5% | Added |
| RiverFront Investment Group, LLC | 5,216 | $220.2K | 0.00% | +5,216 | New |
| Provenance Wealth Advisors, LLC | 5,224 | $220.6K | 0.03% | −4,701−47.4% | Reduced |
| Bogart Wealth, LLC | 5,274 | $222.7K | 0.01% | +77+1.5% | Added |
| Wealth Preservation Advisors, LLC | 5,280 | $222.9K | 0.16% | +5,280 | New |
| Great Waters Wealth Management | 5,286 | $223.2K | 0.03% | −4,350−45.1% | Reduced |
| Sheets Smith Wealth Management | 5,303 | $223.9K | 0.03% | −440−7.7% | Reduced |
| Affinity Investment Advisors, LLC | 5,319 | $224.6K | 0.18% | −409−7.1% | Reduced |
| West Family Investments, Inc. | 5,327 | $224.9K | 0.08% | −908−14.6% | Reduced |
| Security National Bank | 5,335 | $225.2K | 0.04% | 00.0% | Unchanged |
| Viking Fund Management LLC | 5,340 | $225.5K | 0.03% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 5,346 | $225.7K | 0.06% | −55−1.0% | Reduced |
| Aveo Capital Partners, LLC | 5,473 | $226.0K | 0.04% | −2,841−34.2% | Reduced |
| Truepoint, Inc. | 5,360 | $226.3K | 0.01% | −26−0.5% | Reduced |
| Red Wave Investments LLC | 5,384 | $227.3K | 0.08% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5,387 | $227.4K | 0.06% | +2,331+76.3% | Added |
| MQS Management LLC | 5,400 | $228.0K | 0.13% | +5,400 | New |
| Wright Investors Service Inc | 5,404 | $228.2K | 0.08% | −544−9.1% | Reduced |
| Moseley Investment Management Inc | 5,413 | $228.5K | 0.09% | −408−7.0% | Reduced |
| Wealthedge Investment Advisors, LLC | 5,424 | $229.0K | 0.10% | −163−2.9% | Reduced |
| FSA Wealth Management LLC | 5,428 | $229.2K | 0.10% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 5,441 | $229.7K | 0.07% | −77−1.4% | Reduced |
| Schechter Investment Advisors, LLC | 5,444 | $229.8K | 0.02% | −502−8.4% | Reduced |
| Byrne Asset Management LLC | 5,445 | $229.9K | 0.17% | −165−2.9% | Reduced |
| Bragg Financial Advisors, Inc | 5,453 | $230.2K | 0.01% | −749−12.1% | Reduced |
| Blueshift Asset Management, LLC | 5,537 | $233.8K | 0.09% | +5,537 | New |
| Bingham Private Wealth, LLC | 5,551 | $234.4K | 0.24% | +650+13.3% | Added |
| Soltis Investment Advisors LLC | 5,561 | $234.8K | 0.02% | −1,758−24.0% | Reduced |