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 2,066 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 $54.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
8,009
shares
|
$374,500
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
8,003
shares
|
$374,220
0.04% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
8,000
shares
|
$374,080
0.22% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
7,995
shares
|
$373,846
0.0% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
7,978
shares
|
$373,051
0.18% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
7,944
shares
|
$371,461
0.05% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
7,928
shares
|
$370,713
0.04% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,925
shares
|
$370,573
0.03% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
7,924
shares
|
$370,526
0.25% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
7,916
shares
|
$370,152
0.22% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
7,912
shares
|
$369,965
0.3% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,911
shares
|
$369,918
0.02% of portfolio
|
Q4 2024
Added 310.32%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
7,896
shares
|
$369,216
0.02% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
7,881
shares
|
$368,515
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
7,877
shares
|
$368,328
0.01% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
7,863
shares
|
$367,673
0.02% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,834
shares
|
$366,317
0.08% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
7,816
shares
|
$365,476
0.24% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
7,815
shares
|
$365,429
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Feb 10, 2025 Q4 2024 |
7,778
shares
|
$363,699
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
7,772
shares
|
$363,418
0.01% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
7,740
shares
|
$361,922
0.29% of portfolio
|
Q1 2024
Reduced 1.84%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
7,736
shares
|
$361,735
0.1% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
7,702
shares
|
$360,145
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
7,701
shares
|
$360,098
0.07% of portfolio
|
Q3 2024
Reduced 3.28%
|