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 |
|---|---|---|---|---|---|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
6,647
shares
|
$322,512
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
6,631
shares
|
$321,736
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,616
shares
|
$321,008
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
6,612
shares
|
$320,814
0.22% of portfolio
|
Q4 2017
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
6,597
shares
|
$320,086
0.12% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
6,595
shares
|
$319,989
0.12% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
6,575
shares
|
$319,019
0.1% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
6,549
shares
|
$317,757
0.04% of portfolio
|
Q3 2024
Reduced 22.78%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,540
shares
|
$317,320
0.01% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
6,524
shares
|
$316,544
0.03% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
6,501
shares
|
$315,428
0.06% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
6,498
shares
|
$315,282
0.03% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
6,492
shares
|
$314,991
0.06% of portfolio
|
Q2 2024
Added 11.99%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
6,475
shares
|
$314,167
0.06% of portfolio
|
Q3 2024
Reduced 16.85%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
6,469
shares
|
$313,875
0.01% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
6,469
shares
|
$313,875
0.0% of portfolio
|
Q3 2024
Reduced 98.31%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
6,457
shares
|
$313,293
0.16% of portfolio
|
Q4 2019
Reduced 34.34%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
6,451
shares
|
$313,002
0.11% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
6,443
shares
|
$312,614
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
6,437
shares
|
$312,323
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
6,386
shares
|
$309,848
0.13% of portfolio
|
Q4 2023
Added 4.93%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
6,385
shares
|
$309,800
0.11% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
6,382
shares
|
$309,654
0.03% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
6,322
shares
|
$306,743
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
6,321
shares
|
$306,694
0.1% of portfolio
|
Q3 2024
Added 21.72%
|