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 2,193 institutions that hold shares in the stock, with a total of 1.14 Billion shares, which have been reported (via 13F filing form) to have a value of $51.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
13,000
shares
|
$591,110
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
12,998
shares
|
$591,019
0.04% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
12,998
shares
|
$591,019
0.21% of portfolio
|
Q4 2025
Added 44.41%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
12,989
shares
|
$590,609
0.01% of portfolio
|
Q3 2025
Reduced 19.09%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
12,907
shares
|
$586,881
0.03% of portfolio
|
Q3 2025
Added 17.87%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
12,905
shares
|
$586,790
0.27% of portfolio
|
Q4 2023
Reduced 85.84%
|
|
|
Perkins Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
12,900
shares
|
$586,563
0.62% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
12,872
shares
|
$585,289
0.03% of portfolio
|
Q3 2025
Reduced 16.74%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
12,852
shares
|
$584,380
0.33% of portfolio
|
Q2 2023
Added 655.11%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
12,776
shares
|
$580,924
0.1% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
12,708
shares
|
$577,832
0.06% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
12,699
shares
|
$577,423
0.28% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
12,648
shares
|
$575,104
0.46% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 10, 2025 Q3 2025 |
12,646
shares
|
$575,013
0.07% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
12,607
shares
|
$573,240
0.14% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
12,606
shares
|
$573,194
0.02% of portfolio
|
Q3 2025
Added 16.13%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
12,598
shares
|
$572,831
0.07% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Oct 30, 2025 Q3 2025 |
12,532
shares
|
$569,830
0.33% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
12,431
shares
|
$565,237
0.02% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
12,397
shares
|
$563,691
0.06% of portfolio
|
Q4 2025
Added 28.63%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
12,335
shares
|
$560,872
0.04% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
12,335
shares
|
$560,872
0.02% of portfolio
|
Q3 2024
Reduced 75.47%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
12,270
shares
|
$557,916
0.04% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
12,231
shares
|
$556,143
0.05% of portfolio
|
Q3 2025
Added 12.93%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
12,212
shares
|
$555,279
0.11% of portfolio
|
Q3 2025
Reduced 1.17%
|
|