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 |
|---|---|---|---|---|---|
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,566 | $235.0K | 0.09% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 5,570 | $235.2K | 0.03% | +209+3.9% | Added |
| Capital Asset Advisory Services LLC | 5,469 | $235.2K | 0.01% | −544−9.0% | Reduced |
| Madison Wealth Partners, Inc | 5,590 | $236.0K | 0.06% | +13+0.2% | Added |
| Walker Asset Management, LLC | 5,603 | $236.6K | 0.14% | +15+0.3% | Added |
| Liberty Capital Management, Inc. | 5,609 | $236.8K | 0.05% | +44+0.8% | Added |
| Versant Capital Management, Inc | 5,618 | $237.2K | 0.04% | +4,401+361.6% | Added |
| Bond & Devick Financial Network, Inc. | 5,624 | $237.4K | 0.09% | +969+20.8% | Added |
| Aprio Wealth Management, LLC | 5,642 | $238.2K | 0.03% | −725−11.4% | Reduced |
| Insigneo Advisory Services, LLC | 5,643 | $238.2K | 0.02% | −5,081−47.4% | Reduced |
| Meridian Financial, LLC | 5,645 | $238.3K | 0.17% | +11+0.2% | Added |
| St Germain D J Co Inc | 5,657 | $238.8K | 0.01% | +479+9.3% | Added |
| Capital Investment Advisory Services, LLC | 5,665 | $239.2K | 0.02% | −407−6.7% | Reduced |
| Foster Group, Inc. | 5,688 | $240.1K | 0.01% | +86+1.5% | Added |
| Ransom Advisory, Ltd | 5,690 | $240.2K | 0.12% | +100+1.8% | Added |
| Aberdeen Wealth Management LLC | 5,700 | $240.6K | 0.17% | −359−5.9% | Reduced |
| Riverview Trust Co | 5,704 | $240.8K | 0.24% | −48−0.8% | Reduced |
| EverSource Wealth Advisors, LLC | 5,709 | $241.0K | 0.01% | −1,612−22.0% | Reduced |
| JT Stratford LLC | 5,756 | $243.0K | 0.04% | −36−0.6% | Reduced |
| Horst & Graben Wealth Management LLC | 5,763 | $243.3K | 0.04% | +103+1.8% | Added |
| German American Bancorp, Inc. | 5,768 | $243.5K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,770 | $243.6K | 0.01% | −14−0.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,779 | $244.0K | 0.03% | −265−4.4% | Reduced |
| Atlantic Trust, LLC | 5,802 | $244.9K | 0.05% | −227−3.8% | Reduced |
| Intrinsic Value Partners, LLC | 5,864 | $247.6K | 0.24% | −165−2.7% | Reduced |
| D'Orazio & Associates, Inc. | 5,881 | $248.3K | 0.04% | −623−9.6% | Reduced |
| Michael A. Dubis Financial Planning, LLC | 5,909 | $249.5K | 0.24% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5,918 | $249.9K | 0.02% | −939−13.7% | Reduced |
| Jeppson Wealth Management, LLC | 5,949 | $251.2K | 0.09% | −105−1.7% | Reduced |
| TBH Global Asset Management, LLC | 5,963 | $251.8K | 0.05% | +13+0.2% | Added |
| Koss-Olinger Consulting, LLC | 5,986 | $253.0K | 0.02% | −37,676−86.3% | Reduced |
| Freestone Capital Holdings, LLC | 5,998 | $253.2K | 0.01% | −465−7.2% | Reduced |
| Promus Capital, LLC | 6,000 | $253.3K | 0.19% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 6,001 | $253.4K | 0.03% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 6,011 | $253.8K | 0.14% | +1,495+33.1% | Added |
| SevenBridge Financial Group, LLC | 5,777 | $254.2K | 0.05% | −1,924−25.0% | Reduced |
| Investment House LLC | 6,025 | $254.4K | 0.01% | −100−1.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 6,028 | $254.5K | 0.08% | +10+0.2% | Added |
| Crawford Investment Counsel Inc | 6,047 | $255.3K | 0.00% | +482+8.7% | Added |
| Quarry LP | 6,058 | $255.8K | 0.07% | +4,716+351.4% | Added |
| TruNorth Capital Management, LLC | 6,084 | $256.9K | 0.06% | +6,084 | New |
| Transamerica Financial Advisors, Inc. | 6,081 | $257.0K | 0.03% | −82−1.3% | Reduced |
| Talon Private Wealth, LLC | 6,093 | $257.2K | 0.03% | +6,093 | New |
| Virtue Capital Management, LLC | 6,120 | $257.2K | 0.03% | +114+1.9% | Added |
| Trifecta Capital Advisors, LLC | 6,108 | $257.9K | 0.05% | −420−6.4% | Reduced |
| Sculati Wealth Management, LLC | 6,113 | $258.1K | 0.10% | 00.0% | Unchanged |
| Lincoln Capital LLC | 6,620 | $258.2K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 6,121 | $258.4K | 0.01% | −968−13.7% | Reduced |
| First Heartland Consultants, Inc. | 6,143 | $259.4K | 0.03% | −179−2.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,155 | $259.9K | 0.03% | 00.0% | Unchanged |
| Community Trust & Investment Co | 6,163 | $260.2K | 0.02% | −90−1.4% | Reduced |
| Level Four Advisory Services, LLC | 6,167 | $260.4K | 0.01% | −114−1.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 6,191 | $261.4K | 0.07% | +126+2.1% | Added |
| Linscomb & Williams, Inc. | 6,243 | $263.6K | 0.01% | −6−0.1% | Reduced |
| Alteri Wealth LLC | 6,246 | $263.7K | 0.12% | −1,233−16.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,267 | $264.6K | 0.01% | −471−7.0% | Reduced |
| Ballast, Inc. | 6,282 | $265.2K | 0.08% | −2,052−24.6% | Reduced |
| Guardian Wealth Advisors, LLC | 6,270 | $265.5K | 0.02% | −95−1.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 6,301 | $266.0K | 0.06% | 00.0% | Unchanged |
| Atlantic Family Wealth, LLC | 6,312 | $266.5K | 0.25% | +254+4.2% | Added |
| Epiq Partners, LLC | 6,313 | $266.5K | 0.14% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6,317 | $266.7K | 0.02% | −28−0.4% | Reduced |
| IVC Wealth Advisors LLC | 6,327 | $267.1K | 0.14% | +836+15.2% | Added |
| Sebold Capital Management, Inc. | 6,335 | $267.5K | 0.18% | +419+7.1% | Added |
| Barlow Wealth Partners, Inc. | 6,736 | $268.9K | 0.04% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 6,384 | $269.6K | 0.01% | +143+2.3% | Added |
| Peoples Financial Services Corp. | 6,410 | $270.6K | 0.13% | −200−3.0% | Reduced |
| Austin Private Wealth, LLC | 6,424 | $271.2K | 0.02% | +1,001+18.5% | Added |
| Encompass More Asset Management | 6,432 | $271.6K | 0.08% | −92−1.4% | Reduced |
| Voya Financial Advisors, Inc. | 6,459 | $273.0K | 0.03% | −526−7.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,481 | $273.6K | 0.05% | −71−1.1% | Reduced |
| Brand Asset Management Group, Inc. | 6,484 | $273.7K | 0.11% | +2,275+54.1% | Added |
| Boltwood Capital Management | 6,490 | $274.0K | 0.08% | −85−1.3% | Reduced |
| Genesis Private Wealth, LLC | 6,497 | $274.3K | 0.15% | −889−12.0% | Reduced |
| Headinvest, LLC | 6,501 | $274.5K | 0.05% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 7,012 | $275.6K | 0.15% | −20.0% | Reduced |
| Diversify Wealth Management, LLC | 6,806 | $275.7K | 0.02% | −560−7.6% | Reduced |
| Values Added Financial LLC | 6,536 | $275.9K | 0.15% | −435−6.2% | Reduced |
| Brookwood Investment Group LLC | 6,545 | $276.3K | 0.05% | +6,545 | New |
| L2 Asset Management, LLC | 6,557 | $276.8K | 0.06% | +604+10.1% | Added |
| Impact Capital Partners LLC | 6,562 | $277.0K | 0.10% | −425−6.1% | Reduced |
| Potentia Wealth | 6,563 | $277.1K | 0.13% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 6,590 | $278.2K | 0.05% | +1,435+27.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,599 | $278.6K | 0.01% | −2,398−26.7% | Reduced |
| AA Financial Advisors, LLC | 6,603 | $278.8K | 0.07% | +6,603 | New |
| Charter Research & Investment Group, Inc. | 6,612 | $279.2K | 0.21% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 6,615 | $279.3K | 0.25% | −825−11.1% | Reduced |
| Riverwater Partners LLC | 6,635 | $280.1K | 0.14% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 6,636 | $280.2K | 0.02% | +791+13.5% | Added |
| Advisor OS, LLC | 6,660 | $281.2K | 0.03% | +275+4.3% | Added |
| Pekin Hardy Strauss, Inc. | 6,674 | $281.8K | 0.03% | +5+0.1% | Added |
| Baron Wealth Management LLC | 6,674 | $281.8K | 0.12% | −1,304−16.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6,679 | $282.0K | 0.04% | +30.0% | Added |
| Gibbs Wealth Management | 6,683 | $282.2K | 0.07% | +611+10.1% | Added |
| PFG Advisors | 6,697 | $282.8K | 0.02% | +1,391+26.2% | Added |
| Joel Isaacson & Co., LLC | 6,698 | $282.8K | 0.01% | +1,074+19.1% | Added |
| New Covenant Trust Company, N.A. | 6,699 | $283.1K | 0.30% | −281−4.0% | Reduced |
| NFP Retirement, Inc. | 6,735 | $284.4K | 0.02% | +106+1.6% | Added |
| Old Port Advisors | 6,757 | $285.3K | 0.08% | −928−12.1% | Reduced |
| Hoxton Planning & Management, LLC | 6,773 | $286.0K | 0.11% | −95−1.4% | Reduced |