Institutional Ownership Us Bancorp \De\ (USB)
This table provides information about the institutional ownership of Us Bancorp \De\ (USB). We have compiled data on the 1,863 institutions that hold shares in the stock, with a total of 1.17 Billion shares, which have been reported (via 13F filing form) to have a value of $52.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
64,484
shares
|
$3 Million
0.08% of portfolio
|
Q2 2024
Added 24.46%
|
|
Ieq Capital, LLC
|
Aug 12, 2024 Q2 2024 |
64,479
shares
|
$3 Million
0.03% of portfolio
|
Q2 2024
Added 17.72%
|
|
Lynch & Associates
|
Aug 06, 2024 Q2 2024 |
64,380
shares
|
$2.99 Million
0.58% of portfolio
|
Q2 2024
Added 7.86%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
64,061
shares
|
$2.98 Million
0.04% of portfolio
|
Q2 2024
Added 255.32%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
63,968
shares
|
$2.97 Million
0.17% of portfolio
|
Q2 2024
Added 6.9%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
63,566
shares
|
$2.95 Million
0.23% of portfolio
|
Q2 2024
Added 1.84%
|
|
Lcnb Corp
Lebanon, OH |
Aug 14, 2024 Q2 2024 |
63,340
shares
|
$2.94 Million
0.94% of portfolio
|
Q2 2024
Added 0.56%
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
62,851
shares
|
$2.92 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
62,844
shares
|
$2.92 Million
0.12% of portfolio
|
Q4 2022
Added 3.12%
|
|
Claro Advisors LLC
Boston, MA |
Jul 31, 2024 Q2 2024 |
62,774
shares
|
$2.92 Million
0.42% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
Vision Capital Management, Inc.
Portland, OR |
Aug 07, 2024 Q2 2024 |
62,591
shares
|
$2.91 Million
0.38% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
62,511
shares
|
$2.9 Million
0.25% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
62,497
shares
|
$2.9 Million
0.22% of portfolio
|
Q2 2022
Added 8.14%
|
|
Fenimore Asset Management Inc
|
Aug 14, 2024 Q2 2024 |
62,369
shares
|
$2.9 Million
0.06% of portfolio
|
Q4 2022
Added 750.64%
|
|
First Premier Bank
|
Jul 17, 2024 Q2 2024 |
61,931
shares
|
$2.88 Million
0.66% of portfolio
|
Q2 2024
Reduced 30.56%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
61,492
shares
|
$2.86 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
Slate Stone Wealth, LLC
|
Jul 25, 2024 Q2 2024 |
61,055
shares
|
$2.84 Million
0.26% of portfolio
|
Q2 2024
Reduced 43.29%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
60,723
shares
|
$2.82 Million
0.36% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2024 Q2 2024 |
60,549
shares
|
$2.81 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 02, 2024 Q2 2024 |
60,384
shares
|
$2.81 Million
0.09% of portfolio
|
Q2 2024
Added 0.21%
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 18, 2024 Q2 2024 |
60,000
shares
|
$2.79 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
Loudon Investment Management, LLC
Meriden, NH |
Aug 06, 2024 Q2 2024 |
59,953
shares
|
$2.79 Million
1.4% of portfolio
|
Q2 2024
Reduced 10.03%
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
59,486
shares
|
$2.76 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
59,317
shares
|
$2.76 Million
0.03% of portfolio
|
Q2 2024
Reduced 11.55%
|
|
Koss Olinger Consulting, LLC
|
Aug 06, 2024 Q2 2024 |
59,146
shares
|
$2.75 Million
0.22% of portfolio
|
Q2 2024
New holding
|