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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 20,673 | $872.8K | 0.03% | +4,520+28.0% | Added |
| Winnow Wealth LLC | 20,640 | $871.4K | 0.80% | +20,609+66,480.6% | Added |
| Capital Management Associates, Inc | 20,594 | $869.5K | 0.20% | +10,297+100.0% | Added |
| Exencial Wealth Advisors, LLC | 20,558 | $868.0K | 0.03% | +1,720+9.1% | Added |
| CX Institutional | 20,514 | $866.0K | 0.03% | −3,899−16.0% | Reduced |
| MidWestOne Financial Group, Inc. | 20,504 | $865.7K | 0.12% | +235+1.2% | Added |
| Caas Capital Management LP | 20,500 | $865.5K | 0.41% | +20,500 | New |
| Lecap Asset Management Ltd | 20,440 | $863.0K | 0.20% | +20,440 | New |
| Dark Forest Capital Management LP | 20,372 | $860.1K | 0.04% | +20,372 | New |
| Ballentine Partners, LLC | 20,368 | $859.9K | 0.01% | −1,274−5.9% | Reduced |
| HCR Wealth Advisors | 20,345 | $859.0K | 0.11% | +238+1.2% | Added |
| Fifth Third Wealth Advisors LLC | 20,323 | $858.0K | 0.04% | +293+1.5% | Added |
| Stratos Wealth Partners, LTD. | 20,311 | $857.6K | 0.01% | −2,282−10.1% | Reduced |
| North Star Investment Management Corp. | 20,299 | $857.0K | 0.06% | +102+0.5% | Added |
| CWA Asset Management Group, LLC | 20,258 | $855.3K | 0.04% | +9,415+86.8% | Added |
| Perigon Wealth Management, LLC | 20,241 | $854.6K | 0.02% | −279−1.4% | Reduced |
| Financial Perspectives, Inc | 20,137 | $850.2K | 0.29% | −104−0.5% | Reduced |
| Aspiriant, LLC | 20,119 | $849.4K | 0.03% | +145+0.7% | Added |
| Bank of Hawaii | 20,057 | $846.8K | 0.05% | −2,874−12.5% | Reduced |
| Hudson Bay Capital Management LP | 20,050 | $846.5K | 0.01% | +20,050 | New |
| Parallel Advisors, LLC | 19,992 | $844.1K | 0.02% | −210−1.0% | Reduced |
| Dana Investment Advisors, Inc. | 19,522 | $824.2K | 0.03% | +627+3.3% | Added |
| Longfellow Investment Management Co LLC | 19,379 | $818.2K | 0.20% | +4,889+33.7% | Added |
| Mesirow Financial Investment Management, Inc. | 19,369 | $817.7K | 0.02% | −21,733−52.9% | Reduced |
| Modern Wealth Management, LLC | 19,247 | $812.6K | 0.03% | +1,242+6.9% | Added |
| Sowell Financial Services LLC | 19,079 | $805.5K | 0.04% | −7,496−28.2% | Reduced |
| Fox Run Management, L.L.C. | 19,006 | $802.4K | 0.12% | +19,006 | New |
| CFS Investment Advisory Services, LLC | 18,961 | $801.0K | 0.07% | +22+0.1% | Added |
| Panagora Asset Management Inc | 18,893 | $797.7K | 0.00% | −1,508−7.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 18,474 | $789.1K | 0.05% | −45−0.2% | Reduced |
| Quantitative Investment Management, LLC | 18,673 | $788.0K | 0.07% | +18,673 | New |
| Mission Wealth Management, LP | 18,513 | $781.6K | 0.02% | −10,572−36.3% | Reduced |
| First County Bank | 18,489 | $780.6K | 0.43% | −846−4.4% | Reduced |
| Triangle Securities Wealth Management | 18,411 | $777.3K | 0.20% | +565+3.2% | Added |
| JGP Wealth Management, LLC | 18,339 | $774.3K | 0.10% | −439−2.3% | Reduced |
| Evergreen Capital Management LLC | 18,118 | $774.0K | 0.03% | +601+3.4% | Added |
| Sumitomo Life Insurance Co | 18,107 | $764.5K | 0.03% | −163−0.9% | Reduced |
| Grove Bank & Trust | 17,994 | $759.7K | 0.10% | −14,687−44.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 17,972 | $758.8K | 0.16% | −2,143−10.7% | Reduced |
| Stephenson National Bank & Trust | 17,941 | $757.5K | 0.27% | +1,813+11.2% | Added |
| Trust Asset Management LLC | 17,831 | $752.8K | 0.06% | +1,511+9.3% | Added |
| WSFS Capital Management, LLC | 17,797 | $751.4K | 0.05% | −4,693−20.9% | Reduced |
| My Legacy Advisors, LLC | 17,769 | $750.2K | 0.29% | −226−1.3% | Reduced |
| Cohen Capital Management, Inc. | 17,700 | $747.3K | 0.13% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 18,288 | $740.7K | 0.06% | −407−2.2% | Reduced |
| Arnhold LLC | 17,530 | $740.1K | 0.07% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 17,506 | $739.1K | 0.51% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 17,488 | $738.3K | 0.06% | −356−2.0% | Reduced |
| Wedmont Private Capital | 19,453 | $736.5K | 0.04% | −3,460−15.1% | Reduced |
| Ostrum Asset Management | 17,380 | $733.8K | 0.04% | +7,341+73.1% | Added |
| Davidson Trust Co | 17,273 | $729.3K | 0.35% | −301−1.7% | Reduced |
| Shepherd Financial Partners LLC | 17,257 | $728.6K | 0.09% | +585+3.5% | Added |
| Sagespring Wealth Partners, LLC | 17,251 | $728.3K | 0.02% | +1,693+10.9% | Added |
| Morningstar Investment Management LLC | 17,178 | $725.0K | 0.06% | −2,336−12.0% | Reduced |
| Poehling Capital Management, LLC | 17,126 | $723.1K | 0.18% | 00.0% | Unchanged |
| Vestor Capital, LLC | 17,136 | $723.0K | 0.06% | −25−0.1% | Reduced |
| Foster & Motley Inc | 17,013 | $718.0K | 0.05% | +7,762+83.9% | Added |
| Impact Partnership Wealth, LLC | 16,942 | $715.3K | 0.15% | 00.0% | Unchanged |
| Natural Investments, LLC | 16,823 | $710.0K | 0.20% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 16,767 | $707.9K | 0.64% | +16,767 | New |
| IFP Advisors, Inc | 16,727 | $706.2K | 0.02% | +3,123+23.0% | Added |
| Howe & Rusling Inc | 16,604 | $701.0K | 0.06% | −73,016−81.5% | Reduced |
| Thoroughbred Financial Services, LLC | 16,624 | $701.0K | 0.04% | +60+0.4% | Added |
| Leavell Investment Management, Inc. | 16,400 | $700.6K | 0.03% | −1,611−8.9% | Reduced |
| Valley National Advisers Inc | 16,602 | $700.0K | 0.13% | −7,050−29.8% | Reduced |
| Capital Square, LLC | 16,547 | $698.6K | 0.41% | 00.0% | Unchanged |
| Gallagher Capital Advisors, LLC | 16,546 | $698.6K | 0.53% | +160+1.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 16,314 | $696.9K | 0.02% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 16,450 | $694.5K | 0.10% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16,450 | $694.5K | 0.12% | +2,986+22.2% | Added |
| North Star Asset Management Inc | 16,351 | $690.3K | 0.03% | −560−3.3% | Reduced |
| Sunbelt Securities, Inc. | 16,312 | $688.7K | 0.06% | −894−5.2% | Reduced |
| Altfest L J & Co Inc | 16,301 | $688.2K | 0.09% | −81−0.5% | Reduced |
| IFG Advisors, LLC | 16,274 | $687.1K | 0.13% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 16,237 | $685.6K | 0.03% | +1,835+12.7% | Added |
| Financial Advisory Corp | 16,139 | $681.0K | 0.22% | +757+4.9% | Added |
| Visionary Wealth Advisors | 16,100 | $679.7K | 0.04% | −537−3.2% | Reduced |
| Moors & Cabot, Inc. | 16,093 | $679.5K | 0.03% | −1,244−7.2% | Reduced |
| Groupama Asset Managment | 16,060 | $678.7K | 0.01% | +16,060 | New |
| Powers Advisory Group, LLC | 16,009 | $675.9K | 0.32% | −30−0.2% | Reduced |
| Pacific Global Investment Management CO | 15,979 | $674.6K | 0.95% | +2,768+21.0% | Added |
| RFG Advisory, LLC | 15,971 | $674.3K | 0.02% | +1,296+8.8% | Added |
| Whittier Trust Co of Nevada Inc | 15,945 | $673.2K | 0.02% | +124+0.8% | Added |
| Prossimo Advisors, LLC | 15,896 | $671.0K | 0.50% | +345+2.2% | Added |
| L & S Advisors Inc | 15,800 | $667.1K | 0.08% | 00.0% | Unchanged |
| Live Oak Investment Partners | 15,731 | $664.2K | 0.52% | – | – |
| Cigna Investments Inc | 15,701 | $663.0K | 0.12% | −365−2.3% | Reduced |
| SBI Securities Co., Ltd. | 15,661 | $661.2K | 0.02% | +405+2.7% | Added |
| BKD Wealth Advisors, LLC | 15,562 | $657.0K | 0.02% | −27,304−63.7% | Reduced |
| Montag A & Associates Inc | 15,367 | $656.5K | 0.03% | −584−3.7% | Reduced |
| Atwood & Palmer Inc | 15,498 | $654.3K | 0.05% | −1,150−6.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 15,475 | $653.4K | 0.18% | −254−1.6% | Reduced |
| GTS Securities LLC | 15,470 | $653.1K | 0.03% | −3,234−17.3% | Reduced |
| Oldfather Financial Services, LLC | 15,439 | $651.8K | 0.25% | +390+2.6% | Added |
| Axim Planning & Wealth | 15,423 | $651.2K | 0.58% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 15,419 | $651.0K | 0.02% | −109−0.7% | Reduced |
| Sunpointe, LLC | 15,216 | $650.0K | 0.35% | +62+0.4% | Added |
| Total Clarity Wealth Management, Inc. | 13,488 | $645.1K | 0.21% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 15,226 | $642.8K | 0.06% | +1,270+9.1% | Added |
| Chicago Partners Investment Group LLC | 15,556 | $642.5K | 0.02% | +2,607+20.1% | Added |