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 1,923 institutions that hold shares in the stock, with a total of 1.13 Billion shares, which have been reported (via 13F filing form) to have a value of $54.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
26,290
shares
|
$1.28 Million
0.3% of portfolio
|
Q3 2024
Reduced 44.72%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
26,255
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2022
Added 3.26%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
26,178
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Cairn Investment Group, Inc.
|
Oct 17, 2024 Q3 2024 |
26,175
shares
|
$1.27 Million
0.66% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
26,095
shares
|
$1.27 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
25,963
shares
|
$1.26 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
25,941
shares
|
$1.26 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
25,878
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
25,877
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
25,372
shares
|
$1.23 Million
1.0% of portfolio
|
Q3 2024
Added 32.97%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
25,213
shares
|
$1.22 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
24,980
shares
|
$1.21 Million
0.12% of portfolio
|
Q3 2024
Added 21.06%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
24,777
shares
|
$1.2 Million
0.09% of portfolio
|
Q4 2024
Added 24.97%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
24,721
shares
|
$1.2 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
24,714
shares
|
$1.2 Million
0.28% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
24,678
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
24,622
shares
|
$1.19 Million
0.38% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
24,561
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2022
Reduced 8.38%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
24,548
shares
|
$1.19 Million
0.38% of portfolio
|
Q4 2023
Reduced 0.94%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
24,342
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
24,317
shares
|
$1.18 Million
0.57% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
24,285
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
24,259
shares
|
$1.18 Million
0.5% of portfolio
|
Q2 2024
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,209
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.11%
|