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 |
|---|---|---|---|---|---|
| Nvest Financial, LLC | 7,034 | $297.0K | 0.16% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 7,013 | $296.1K | 0.05% | −470−6.3% | Reduced |
| Western Pacific Wealth Management, LP | 7,007 | $295.8K | 0.27% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 7,742 | $295.8K | 0.04% | +213+2.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,990 | $295.1K | 0.04% | +151+2.2% | Added |
| Avestar Capital, LLC | 6,964 | $294.0K | 0.03% | −1,720−19.8% | Reduced |
| Peak Asset Management, LLC | 6,959 | $293.8K | 0.06% | 00.0% | Unchanged |
| Accel Wealth Management | 6,953 | $293.5K | 0.11% | +40+0.6% | Added |
| Lindbrook Capital, LLC | 6,928 | $292.5K | 0.03% | +261+3.9% | Added |
| Prelude Capital Management, LLC | 6,878 | $290.4K | 0.03% | +1,285+23.0% | Added |
| David Loasby | 7,785 | $290.0K | 0.03% | −4,854−38.4% | Reduced |
| Canandaigua National Bank & Trust Co | 6,865 | $289.8K | 0.03% | −1,138−14.2% | Reduced |
| Skopos Labs, Inc. | 6,857 | $289.5K | 0.06% | +1,655+31.8% | Added |
| Central Bank & Trust Co | 6,851 | $289.2K | 0.05% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 6,840 | $288.8K | 0.11% | 00.0% | Unchanged |
| Terry L. Blaker | 6,829 | $288.3K | 0.01% | +6,829 | New |
| Great Lakes Advisors, LLC | 6,809 | $287.5K | 0.00% | −325−4.6% | Reduced |
| Horan Securities, Inc. | 6,797 | $287.0K | 0.11% | −7−0.1% | Reduced |
| Crestwood Advisors Group LLC | 6,784 | $286.4K | 0.01% | +649+10.6% | Added |
| Hoxton Planning & Management, LLC | 6,773 | $286.0K | 0.11% | −95−1.4% | Reduced |
| NTV Asset Management LLC | 6,773 | $286.0K | 0.04% | +83+1.2% | Added |
| Old Port Advisors | 6,757 | $285.3K | 0.08% | −928−12.1% | Reduced |
| NFP Retirement, Inc. | 6,735 | $284.4K | 0.02% | +106+1.6% | Added |
| New Covenant Trust Company, N.A. | 6,699 | $283.1K | 0.30% | −281−4.0% | Reduced |
| Joel Isaacson & Co., LLC | 6,698 | $282.8K | 0.01% | +1,074+19.1% | Added |
| PFG Advisors | 6,697 | $282.8K | 0.02% | +1,391+26.2% | Added |
| Gibbs Wealth Management | 6,683 | $282.2K | 0.07% | +611+10.1% | Added |
| DiNuzzo Private Wealth, Inc. | 6,679 | $282.0K | 0.04% | +30.0% | Added |
| Baron Wealth Management LLC | 6,674 | $281.8K | 0.12% | −1,304−16.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 6,674 | $281.8K | 0.03% | +5+0.1% | Added |
| Advisor OS, LLC | 6,660 | $281.2K | 0.03% | +275+4.3% | Added |
| TCI Wealth Advisors, Inc. | 6,636 | $280.2K | 0.02% | +791+13.5% | Added |
| Riverwater Partners LLC | 6,635 | $280.1K | 0.14% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 6,615 | $279.3K | 0.25% | −825−11.1% | Reduced |
| Charter Research & Investment Group, Inc. | 6,612 | $279.2K | 0.21% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 6,603 | $278.8K | 0.07% | +6,603 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,599 | $278.6K | 0.01% | −2,398−26.7% | Reduced |
| Kavar Capital Partners Group, LLC | 6,590 | $278.2K | 0.05% | +1,435+27.8% | Added |
| Potentia Wealth | 6,563 | $277.1K | 0.13% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 6,562 | $277.0K | 0.10% | −425−6.1% | Reduced |
| L2 Asset Management, LLC | 6,557 | $276.8K | 0.06% | +604+10.1% | Added |
| Brookwood Investment Group LLC | 6,545 | $276.3K | 0.05% | +6,545 | New |
| Values Added Financial LLC | 6,536 | $275.9K | 0.15% | −435−6.2% | Reduced |
| Diversify Wealth Management, LLC | 6,806 | $275.7K | 0.02% | −560−7.6% | Reduced |
| Concorde Asset Management, LLC | 7,012 | $275.6K | 0.15% | −20.0% | Reduced |
| Headinvest, LLC | 6,501 | $274.5K | 0.05% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 6,497 | $274.3K | 0.15% | −889−12.0% | Reduced |
| Boltwood Capital Management | 6,490 | $274.0K | 0.08% | −85−1.3% | Reduced |
| Brand Asset Management Group, Inc. | 6,484 | $273.7K | 0.11% | +2,275+54.1% | Added |
| Beverly Hills Private Wealth, LLC | 6,481 | $273.6K | 0.05% | −71−1.1% | Reduced |
| Voya Financial Advisors, Inc. | 6,459 | $273.0K | 0.03% | −526−7.5% | Reduced |
| Encompass More Asset Management | 6,432 | $271.6K | 0.08% | −92−1.4% | Reduced |
| Austin Private Wealth, LLC | 6,424 | $271.2K | 0.02% | +1,001+18.5% | Added |
| Peoples Financial Services Corp. | 6,410 | $270.6K | 0.13% | −200−3.0% | Reduced |
| Journey Strategic Wealth LLC | 6,384 | $269.6K | 0.01% | +143+2.3% | Added |
| Barlow Wealth Partners, Inc. | 6,736 | $268.9K | 0.04% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 6,335 | $267.5K | 0.18% | +419+7.1% | Added |
| IVC Wealth Advisors LLC | 6,327 | $267.1K | 0.14% | +836+15.2% | Added |
| Atlantic Union Bankshares Corp | 6,317 | $266.7K | 0.02% | −28−0.4% | Reduced |
| Epiq Partners, LLC | 6,313 | $266.5K | 0.14% | 00.0% | Unchanged |
| Atlantic Family Wealth, LLC | 6,312 | $266.5K | 0.25% | +254+4.2% | Added |
| Community Bank & Trust, Waco, Texas | 6,301 | $266.0K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 6,270 | $265.5K | 0.02% | −95−1.5% | Reduced |
| Ballast, Inc. | 6,282 | $265.2K | 0.08% | −2,052−24.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,267 | $264.6K | 0.01% | −471−7.0% | Reduced |
| Alteri Wealth LLC | 6,246 | $263.7K | 0.12% | −1,233−16.5% | Reduced |
| Linscomb & Williams, Inc. | 6,243 | $263.6K | 0.01% | −6−0.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 6,191 | $261.4K | 0.07% | +126+2.1% | Added |
| Level Four Advisory Services, LLC | 6,167 | $260.4K | 0.01% | −114−1.8% | Reduced |
| Community Trust & Investment Co | 6,163 | $260.2K | 0.02% | −90−1.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,155 | $259.9K | 0.03% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,143 | $259.4K | 0.03% | −179−2.8% | Reduced |
| Gladstone Institutional Advisory LLC | 6,121 | $258.4K | 0.01% | −968−13.7% | Reduced |
| Lincoln Capital LLC | 6,620 | $258.2K | 0.05% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 6,113 | $258.1K | 0.10% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6,108 | $257.9K | 0.05% | −420−6.4% | Reduced |
| Virtue Capital Management, LLC | 6,120 | $257.2K | 0.03% | +114+1.9% | Added |
| Talon Private Wealth, LLC | 6,093 | $257.2K | 0.03% | +6,093 | New |
| Transamerica Financial Advisors, Inc. | 6,081 | $257.0K | 0.03% | −82−1.3% | Reduced |
| TruNorth Capital Management, LLC | 6,084 | $256.9K | 0.06% | +6,084 | New |
| Quarry LP | 6,058 | $255.8K | 0.07% | +4,716+351.4% | Added |
| Crawford Investment Counsel Inc | 6,047 | $255.3K | 0.00% | +482+8.7% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 6,028 | $254.5K | 0.08% | +10+0.2% | Added |
| Investment House LLC | 6,025 | $254.4K | 0.01% | −100−1.6% | Reduced |
| SevenBridge Financial Group, LLC | 5,777 | $254.2K | 0.05% | −1,924−25.0% | Reduced |
| Fortress Private Ledger, LLC | 6,011 | $253.8K | 0.14% | +1,495+33.1% | Added |
| Knollwood Investment Advisory, LLC | 6,001 | $253.4K | 0.03% | 00.0% | Unchanged |
| Promus Capital, LLC | 6,000 | $253.3K | 0.19% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 5,998 | $253.2K | 0.01% | −465−7.2% | Reduced |
| Koss-Olinger Consulting, LLC | 5,986 | $253.0K | 0.02% | −37,676−86.3% | Reduced |
| TBH Global Asset Management, LLC | 5,963 | $251.8K | 0.05% | +13+0.2% | Added |
| Jeppson Wealth Management, LLC | 5,949 | $251.2K | 0.09% | −105−1.7% | Reduced |
| Asset Dedication, LLC | 5,918 | $249.9K | 0.02% | −939−13.7% | Reduced |
| Michael A. Dubis Financial Planning, LLC | 5,909 | $249.5K | 0.24% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 5,881 | $248.3K | 0.04% | −623−9.6% | Reduced |
| Intrinsic Value Partners, LLC | 5,864 | $247.6K | 0.24% | −165−2.7% | Reduced |
| Atlantic Trust, LLC | 5,802 | $244.9K | 0.05% | −227−3.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,779 | $244.0K | 0.03% | −265−4.4% | Reduced |
| Venture Visionary Partners LLC | 5,770 | $243.6K | 0.01% | −14−0.2% | Reduced |
| German American Bancorp, Inc. | 5,768 | $243.5K | 0.03% | 00.0% | Unchanged |