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, Q2 2025
Institutional positions in US Bancorp DE as of Jun 30, 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
- 1,839
- +47 vs. Q1 2025
- Shares held
- 1.25B
- +14.1M (+1.1%) vs. Q1 2025
- Total value
- $56.7B
- +$4.48B (+8.6%) vs. Q1 2025
- New holders
- 164
- 707 more added
- Sold out
- 117
- 709 more reduced
29 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding US Bancorp DE; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealthquest Corp | 25,054 | $1.13M | 0.09% | +70+0.3% | Added |
| Litman Gregory Asset Management LLC | 25,088 | $1.14M | 0.09% | +50+0.2% | Added |
| LOM Asset Management Ltd | 25,110 | $1.14M | 0.38% | +25,110 | New |
| Cravens & Co Advisors, LLC | 25,212 | $1.14M | 0.85% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 25,225 | $1.14M | 0.09% | −7,321−22.5% | Reduced |
| Community Bank, N.A. | 25,308 | $1.15M | 0.15% | −3,722−12.8% | Reduced |
| Smith, Moore & Co. | 25,325 | $1.15M | 0.10% | −1,537−5.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 25,491 | $1.15M | 0.33% | +12,003+89.0% | Added |
| Welch & Forbes LLC | 25,497 | $1.15M | 0.01% | −1,490−5.5% | Reduced |
| Parkside Financial Bank & Trust | 25,500 | $1.15M | 0.12% | +4,147+19.4% | Added |
| Plato Investment Management Ltd | 25,678 | $1.16M | 0.09% | +22+0.1% | Added |
| Forum Financial Management, LP | 25,724 | $1.16M | 0.02% | +643+2.6% | Added |
| First Financial Bank - Trust Division | 25,742 | $1.16M | 0.10% | −336−1.3% | Reduced |
| Neo Ivy Capital Management | 25,787 | $1.17M | 0.37% | +25,787 | New |
| Stableford Capital II LLC | 25,205 | $1.17M | 0.44% | −448−1.7% | Reduced |
| Banque Cantonale Vaudoise | 25,813 | $1.17M | 0.05% | −1,151−4.3% | Reduced |
| Catalytic Wealth RIA, LLC | 25,851 | $1.17M | 0.10% | +25,851 | New |
| Resources Investment Advisors, LLC. | 25,851 | $1.17M | 0.01% | +356+1.4% | Added |
| Formidable Asset Management, LLC | 27,830 | $1.17M | 0.20% | 00.0% | Unchanged |
| Syverson Strege & Co | 25,969 | $1.18M | 0.28% | −3,093−10.6% | Reduced |
| Meridian Financial Partners LLC | 26,050 | $1.18M | 0.55% | +516+2.0% | Added |
| Exencial Wealth Advisors, LLC | 26,132 | $1.18M | 0.04% | +5,574+27.1% | Added |
| Integrity Alliance, LLC. | 26,345 | $1.19M | 0.07% | −392−1.5% | Reduced |
| Eaton Financial Holdings Company, LLC | 26,475 | $1.20M | 0.37% | +26,475 | New |
| Numerai GP LLC | 26,711 | $1.21M | 0.17% | +26,711 | New |
| Cahill Financial Advisors Inc | 26,831 | $1.21M | 0.15% | −894−3.2% | Reduced |
| Bull Street Advisors, LLC | 26,865 | $1.22M | 0.58% | −2,775−9.4% | Reduced |
| Harbour Investments, Inc. | 26,933 | $1.22M | 0.03% | −2,232−7.7% | Reduced |
| First Community Trust NA | 27,103 | $1.23M | 1.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 27,196 | $1.23M | 0.03% | −438−1.6% | Reduced |
| Richards, Merrill & Peterson, Inc. | 27,275 | $1.23M | 0.59% | +661+2.5% | Added |
| Brady Martz Wealth Solutions, LLC | 27,279 | $1.23M | 0.24% | −21−0.1% | Reduced |
| Apollon Wealth Management, LLC | 27,295 | $1.24M | 0.02% | +256+0.9% | Added |
| Pathway Financial Advisers, LLC | 27,321 | $1.24M | 0.40% | +2,067+8.2% | Added |
| National Asset Management, Inc. | 27,332 | $1.24M | 0.06% | −2,093−7.1% | Reduced |
| Stiles Financial Services Inc | 27,507 | $1.24M | 0.43% | −217−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 27,524 | $1.25M | 0.02% | −4,778−14.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 27,650 | $1.25M | 0.28% | +3,512+14.5% | Added |
| Doliver Advisors, LP | 27,729 | $1.25M | 0.34% | −558−2.0% | Reduced |
| Vise Technologies, Inc. | 27,787 | $1.26M | 0.05% | +27,787 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27,875 | $1.26M | 0.03% | +5,082+22.3% | Added |
| Hayek Kallen Investment Management | 27,951 | $1.26M | 0.43% | +1,244+4.7% | Added |
| Corundum Group, Inc. | 28,109 | $1.27M | 0.56% | +87+0.3% | Added |
| 17 Capital Partners, LLC | 28,135 | $1.27M | 0.73% | −3,513−11.1% | Reduced |
| Wood Tarver Financial Group, LLC | 28,156 | $1.27M | 0.38% | 00.0% | Unchanged |
| Agf Management Ltd | 28,265 | $1.28M | 0.01% | +28,265 | New |
| SNS Financial Group, LLC | 28,021 | $1.28M | 0.12% | −37−0.1% | Reduced |
| Impact Partnership Wealth, LLC | 28,517 | $1.29M | 0.24% | +11,575+68.3% | Added |
| Everence Capital Management Inc | 28,587 | $1.29M | 0.08% | −14,540−33.7% | Reduced |
| Peloton Wealth Strategists | 28,625 | $1.29M | 0.52% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 28,683 | $1.30M | 0.09% | −1,326−4.4% | Reduced |
| Peak Retirement Planning, Inc. | 28,732 | $1.30M | 0.52% | +7,944+38.2% | Added |
| MCF Advisors LLC | 28,615 | $1.30M | 0.09% | +20,280+243.3% | Added |
| Linden Thomas Advisory Services, LLC | 28,925 | $1.31M | 0.14% | +1,111+4.0% | Added |
| OneAscent Financial Services LLC | 28,891 | $1.31M | 0.09% | −12,333−29.9% | Reduced |
| Pitcairn Co | 29,051 | $1.31M | 0.09% | −6,940−19.3% | Reduced |
| Fiduciary Group LLC | 29,093 | $1.32M | 0.12% | −186−0.6% | Reduced |
| Cairn Investment Group, Inc. | 29,188 | $1.32M | 0.69% | +3,150+12.1% | Added |
| Cullinan Associates Inc | 29,350 | $1.33M | 0.09% | −8,868−23.2% | Reduced |
| Trust Co of Toledo NA | 29,435 | $1.33M | 0.15% | −918−3.0% | Reduced |
| Annex Advisory Services, LLC | 29,518 | $1.34M | 0.03% | −2,082−6.6% | Reduced |
| Disciplined Equity Management, Inc. | 29,520 | $1.34M | 0.78% | +5,470+22.7% | Added |
| Columbia Asset Management | 29,618 | $1.34M | 0.26% | −3,150−9.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 29,684 | $1.34M | 0.03% | +10,315+53.3% | Added |
| HORAN Wealth, LLC | 29,865 | $1.35M | 0.41% | +29,865 | New |
| Park National Corp | 29,899 | $1.35M | 0.04% | −1,541−4.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 30,092 | $1.36M | 0.00% | −9,246−23.5% | Reduced |
| Larson Financial Group LLC | 30,143 | $1.36M | 0.05% | +4,540+17.7% | Added |
| Delphi Management Inc | 30,145 | $1.36M | 1.32% | +30,145 | New |
| Silvercrest Asset Management Group LLC | 30,158 | $1.36M | 0.01% | −270,832−90.0% | Reduced |
| Studio Investment Management LLC | 29,873 | $1.37M | 0.27% | −6,176−17.1% | Reduced |
| Somerset Trust Co | 30,262 | $1.37M | 0.45% | +172+0.6% | Added |
| Lazard Asset Management LLC | 30,308 | $1.37M | 0.00% | +26,885+785.4% | Added |
| Potomac Fund Management Inc | 29,994 | $1.37M | 0.08% | +811+2.8% | Added |
| Cardinal Capital Management, Inc. | 30,446 | $1.38M | 0.04% | −725−2.3% | Reduced |
| Sky Investment Group LLC | 30,477 | $1.38M | 0.24% | −1,594−5.0% | Reduced |
| 1st Source Bank | 30,495 | $1.38M | 0.08% | −938−3.0% | Reduced |
| Motley Fool Wealth Management, LLC | 30,588 | $1.38M | 0.08% | +2,200+7.7% | Added |
| Weaver Capital Management LLC | 30,602 | $1.38M | 0.34% | −854−2.7% | Reduced |
| Applied Capital LLC | 30,757 | $1.39M | 1.04% | −66−0.2% | Reduced |
| Wealth Alliance | 30,915 | $1.40M | 0.16% | +1,075+3.6% | Added |
| Missouri Trust & Investment Co | 30,927 | $1.40M | 0.46% | 00.0% | Unchanged |
| VeraBank, N.A. | 30,971 | $1.40M | 0.28% | +19,254+164.3% | Added |
| Legacy Financial Advisors, Inc. | 31,008 | $1.40M | 0.22% | −502−1.6% | Reduced |
| Equitable Holdings, Inc. | 31,009 | $1.40M | 0.01% | −4,949−13.8% | Reduced |
| Cornercap Investment Counsel Inc | 31,244 | $1.41M | 0.74% | −776−2.4% | Reduced |
| First National Advisers, LLC | 31,467 | $1.42M | 0.21% | +50.0% | Added |
| Qtron Investments LLC | 31,521 | $1.43M | 0.18% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 31,619 | $1.43M | 0.09% | −5,250−14.2% | Reduced |
| Geneos Wealth Management Inc. | 31,907 | $1.44M | 0.04% | +11,234+54.3% | Added |
| Prosperity Consulting Group, LLC | 31,907 | $1.44M | 0.11% | +98+0.3% | Added |
| Parthenon LLC | 31,966 | $1.45M | 0.17% | −2,250−6.6% | Reduced |
| Stoneridge Investment Partners LLC | 32,153 | $1.46M | 1.10% | 00.0% | Unchanged |
| Csenge Advisory Group | 33,407 | $1.46M | 0.08% | +540+1.6% | Added |
| Aviso Wealth Management | 32,288 | $1.46M | 0.68% | −2,257−6.5% | Reduced |
| Chapman Financial Group, LLC | 32,306 | $1.46M | 1.24% | +32,306 | New |
| Stablepoint Partners, LLC | 32,377 | $1.47M | 0.25% | +1,262+4.1% | Added |
| M&G Plc | 32,634 | $1.47M | 0.01% | −242,631−88.1% | Reduced |
| Cedar Wealth Management, LLC | 32,517 | $1.47M | 0.50% | +77+0.2% | Added |
| Coppell Advisory Solutions LLC | 32,164 | $1.47M | 0.18% | −5,421−14.4% | Reduced |