US BANCORP (USB)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
102
Reporting holders
$364.9M
Reported value
0.0%
Calls
0.0%
Puts
-1,970
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $97.0M | 1,678,810 | 1.62% | 31q | -3.2%-$3.2M |
| Douglas Lane & Associates, LLC | $80.6M | 1,396,125 | 1.08% | 32q | -2.5%-$2.0M |
| TETRAD CORP | $41.0M | 710,000 | 3.95% | 80q | HELD |
| Gradient Investments LLC | $16.5M | 285,610 | 0.24% | 32q | +2.3%+$365.2K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $16.1M | 278,089 | 1.06% | 32q | -1.2%-$189.3K |
| Keystone Financial Planning, Inc. | $13.0M | 225,202 | 3.22% | 29q | -0.5%-$66.9K |
| S.E.E.D. Planning Group LLC | $9.8M | 169,740 | 2.40% | 24q | -6.0%-$629.2K |
| EASTERN BANK | $9.2M | 159,983 | 0.14% | 16q | HELD |
| Farther Finance Advisors, LLC | $7.3M | 125,852 | 0.05% | 16q | +9.7%+$641.3K |
| VALLEY WEALTH MANAGERS, INC. | $5.4M | 93,105 | 0.31% | 32q | +1.1%+$61.0K |
| BOS Asset Management, LLC | $5.2M | 90,033 | 1.21% | 16q | -0.6%-$28.9K |
| MassMutual Private Wealth & Trust, FSB | $5.1M | 87,819 | 0.13% | 32q | -3.6%-$191.3K |
| GAMMA Investing LLC | $4.4M | 75,421 | 0.15% | 12q | +19.0%+$696.6K |
| ALKEME WEALTH, LLC | $3.9M | 66,887 | 1.46% | 32q | -3.6%-$142.4K |
| Bill Few Associates, Inc. | $3.6M | 61,963 | 0.74% | 20q | +4.2%+$143.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $3.0M | 52,381 | 0.04% | 32q | -3.7%-$117.7K |
| Legacy Private Trust Co. | $2.8M | 49,159 | 0.16% | 32q | HELD |
| Allen Mooney & Barnes Investment Advisors LLC | $2.5M | 42,941 | 0.37% | 19q | +4.0%+$96.1K |
| Wedmont Private Capital | $2.0M | 33,085 | 0.05% | 13q | +19.4%+$329.2K |
| Applied Capital LLC/FL | $1.7M | 29,496 | 0.68% | 16q | HELD |
| DOLIVER ADVISORS, LP | $1.5M | 26,790 | 0.34% | 24q | -0.5%-$8.0K |
| FIRST COMMUNITY TRUST NA | $1.5M | 25,823 | 0.50% | 20q | -4.7%-$74.2K |
| Venture Visionary Partners LLC | $1.5M | 25,377 | 0.04% | 24q | +0.7%+$9.9K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $1.4M | 23,960 | 0.10% | 32q | HELD |
| PARK NATIONAL CORP /OH/ | $1.3M | 22,922 | 0.04% | 32q | -8.7%-$126.3K |
| STABLEFORD CAPITAL II LLC | $1.3M | 22,826 | 0.46% | 14q | -2.4%-$31.8K |
| Legacy Wealth Asset Management, LLC | $1.3M | 21,965 | 0.28% | 24q | +38.4%+$352.0K |
| Valeo Financial Advisors, LLC | $1.2M | 21,057 | 0.03% | 32q | +5.3%+$60.7K |
| CACTI ASSET MANAGEMENT LLC | $1.2M | 20,145 | 0.06% | 32q | HELD |
| Avidian Wealth Enterprises, LLC | $1.1M | 19,406 | 0.03% | 26q | +5.2%+$55.0K |
| ROCKLAND TRUST CO | $1.0M | 17,817 | 0.04% | 32q | +3.1%+$31.1K |
| DAVIDSON TRUST CO | $996.4K | 17,251 | 0.39% | 9q | HELD |
| Gallagher Capital Advisors, LLC | $923.6K | 15,991 | 0.50% | 8q | HELD |
| STEPH & CO | $807.8K | 13,986 | 0.21% | 28q | HELD |
| Capital Advisors Wealth Management, LLC | $797.8K | 13,813 | 0.09% | 17q | -1.0%-$7.7K |
| Acropolis Investment Management, LLC | $788.1K | 13,645 | 0.03% | 32q | -49.0%-$756.8K |
| Grove Bank & Trust | $760.0K | 13,158 | 0.08% | 21q | -9.1%-$75.8K |
| Everhart Financial Group, Inc. | $734.1K | 12,709 | 0.05% | 24q | -0.6%-$4.4K |
| Atlas Brown,Inc. | $662.9K | 11,476 | 0.17% | 32q | HELD |
| ATWOOD & PALMER INC | $652.6K | 11,298 | 0.03% | 32q | -4.2%-$28.9K |
| Bank & Trust Co | $630.3K | 10,912 | 0.40% | 10q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $615.9K | 10,663 | 0.05% | 32q | HELD |
| Hiley Hunt Wealth Management | $494.5K | 8,562 | 0.19% | 12q | HELD |
| Hummer Financial Advisory Services Inc | $464.0K | 7,959 | 0.30% | 28q | HELD |
| Kessler Investment Group, LLC | $456.8K | 7,909 | 0.22% | 11q | HELD |
| RIVERSEDGE ADVISORS, LLC | $434.5K | 7,523 | 0.05% | 4q | +13.3%+$51.0K |
| Fenimore Asset Management Inc | $423.4K | 7,331 | 0.01% | 32q | HELD |
| Apella Capital, LLC | $421.5K | 7,504 | 0.01% | 5q | +31.0%+$99.8K |
| Versant Capital Management, Inc | $419.8K | 7,268 | 0.04% | 32q | +10.8%+$40.9K |
| Wealth Enhancement Trust Services, Inc. | $366.1K | 6,338 | 0.04% | 4q | -74.9%-$1.1M |
| EPIQ PARTNERS, LLC | $364.6K | 6,313 | 0.16% | 25q | HELD |
| Greenfield Savings Bank | $338.9K | 5,867 | 0.13% | 18q | +0.5%+$1.8K |
| Lincoln Capital LLC | $334.3K | 5,786 | 0.06% | 24q | +1.3%+$4.4K |
| Great Waters Wealth Management | $333.5K | 5,773 | 0.03% | 16q | HELD |
| HALL LAURIE J TRUSTEE | $329.2K | 5,700 | 0.10% | 30q | HELD |
| Kure Advisory, LLC | $327.4K | 5,669 | 0.15% | 8q | HELD |
| Boltwood Capital Management | $318.8K | 5,520 | 0.07% | 32q | -3.6%-$11.8K |
| Hickory Point Bank & Trust | $310.7K | 5,380 | 0.19% | 8q | -0.9%-$2.9K |
| Shulman DeMeo Asset Management LLC | $304.9K | 5,324 | 0.06% | 12q | -3.8%-$12.1K |
| ARGUS INVESTORS' COUNSEL, INC. | $302.3K | 5,233 | 0.23% | 32q | HELD |
| Graves Light Lenhart Wealth, Inc. | $300.8K | 5,207 | 0.03% | 5q | HELD |
| LAWOOD & CO | $291.4K | 5,045 | 0.20% | 4q | -1.3%-$3.8K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $267.3K | 4,627 | 0.16% | 6q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $262.8K | 4,550 | 0.02% | 20q | HELD |
| Balefire, LLC | $261.7K | 4,531 | 0.04% | 6q | HELD |
| CoreCap Advisors, LLC | $260.8K | 4,514 | 0.01% | 9q | -1.1%-$2.9K |
| New Covenant Trust Company, N.A. | $251.8K | 4,359 | 0.17% | 11q | -4.7%-$12.5K |
| Byrne Asset Management LLC | $230.6K | 4,020 | 0.13% | 20q | -4.7%-$11.5K |
| Monument Capital Management | $229.0K | 3,964 | 0.05% | 2q | +3.3%+$7.2K |
| Cooper Financial Group | $226.0K | 3,912 | 0.02% | 2q | -0.8%-$1.7K |
| Dominguez Wealth Management Solutions, Inc. | $219.3K | 3,797 | 0.12% | 2q | HELD |
| First Heartland Consultants, Inc. | $217.5K | 3,765 | 0.01% | 2q | -3.9%-$8.8K |
| JUNCTURE WEALTH STRATEGIES, LLC | $217.3K | 3,761 | 0.06% | new | NEW |
| Trinity Financial Advisors LLC | $215.2K | 3,691 | 0.06% | 2q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $209.4K | 3,626 | 0.14% | 4q | +0.6%+$1.2K |
| Sound Income Strategies, LLC | $205.8K | 3,609 | 0.01% | new | NEW |
| Global Wealth Strategies & Associates | $201.4K | 3,486 | 0.04% | new | NEW |
| MJT & Associates Financial Advisory Group, Inc. | $167.9K | 2,906 | 0.11% | 7q | HELD |
| Dakota Community Bank & Trust NA | $144.4K | 2,500 | 0.41% | 16q | HELD |
| Trust Co | $142.4K | 2,465 | 0.01% | 32q | -1.7%-$2.5K |
| GK Wealth Management LLC | $132.9K | 2,301 | 0.07% | new | NEW |
| TOMPKINS FINANCIAL CORP | $129.9K | 2,249 | 0.01% | 7q | HELD |
| Marquette Asset Management, LLC | $80.9K | 1,400 | 0.01% | 28q | HELD |
| GoalVest Advisory LLC | $75.1K | 1,301 | 0.01% | 7q | +12.4%+$8.3K |
| Bank of New Hampshire | $67.8K | 1,173 | 0.01% | 22q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $64.2K | 1,111 | 0.02% | 5q | +80.4%+$28.6K |
| Olistico Wealth, LLC | $57.8K | 1,000 | 0.02% | 4q | HELD |
| Rosenberg Matthew Hamilton | $44.6K | 772 | 0.01% | 27q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $38.1K | 660 | 0.00% | 4q | +1.1% |
| Bangor Savings Bank | $34.9K | 604 | 0.00% | 18q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $31.0K | 536 | 0.00% | 14q | +17.0%+$4.5K |
| Mn Services Vermogensbeheer B.V. | $26.4K | 457,258 | 0.20% | 18q | +1.1% |
| PROFESSIONAL ADVISORY SERVICES INC | $22.3K | 385,835 | 2.66% | 32q | -4.5%-$1.0K |
| Noble Wealth Management PBC | $21.7K | 375 | 0.01% | 7q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $17.3K | 300 | 0.00% | 16q | +525.0%+$14.6K |
| ACIMA PRIVATE WEALTH, LLC | $14.6K | 252 | 0.00% | 32q | HELD |
| Horrell Capital Management, Inc. | $14.1K | 243 | 0.01% | 32q | +0.8% |
| Retirement Wealth Solutions LLC | $13.9K | 241 | 0.01% | 8q | +10.0%+$1.3K |
| Pacifica Partners Inc. | $13.8K | 240 | 0.00% | 7q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $11.7K | 200 | 0.00% | new | NEW |
Showing the largest 100 of 106 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-20 | Philipson Stephen L | Vice Chair | Sold | 36,906 | $2.3M |
| 2026-04-21 | Richard Jodi L | Vice Chair | Sold | 40,000 | $2.3M |
| 2026-05-05 | Dilip Venkatachari | SEVP & Chief Info & Tech Off | Sold | 34,522 | $1.9M |
| 2026-08-28 | Kedia Gunjan | President & CEO | Sold | 27,267 | $1.7M |
| 2026-07-23 | CHOSY JAMES L | Senior EVP and General Counsel | Sold | 22,968 | $1.5M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 102 | $364.9M | 6,315,274 | 5 | 27 | 31 | 0.0% |
| Q2 2026 | 2,072 | $84.3B | 1,375,869,757 | 178 | 680 | 685 | 1.1% |
| Q1 2026 | 1,976 | $66.2B | 1,262,012,601 | 112 | 689 | 653 | 0.9% |
| Q4 2025 | 2,019 | $68.6B | 1,266,135,004 | 175 | 632 | 666 | 1.4% |
| Q3 2025 | 1,879 | $61.7B | 1,257,769,745 | 139 | 623 | 624 | 1.4% |
| Q2 2025 | 1,850 | $58.3B | 1,269,823,315 | 135 | 642 | 657 | 1.3% |
| Q1 2025 | 1,825 | $53.0B | 1,240,898,827 | 135 | 609 | 628 | 1.2% |
| Q4 2024 | 1,862 | $61.3B | 1,260,556,891 | 126 | 548 | 647 | 1.6% |
| Q3 2024 | 1,722 | $58.6B | 1,260,152,391 | 137 | 554 | 648 | 1.6% |
| Q2 2024 | 1,678 | $51.1B | 1,270,011,282 | 104 | 520 | 625 | 1.2% |
| Q1 2024 | 1,718 | $60.1B | 1,323,890,329 | 112 | 569 | 625 | 1.7% |
| Q4 2023 | 1,721 | $57.3B | 1,299,939,865 | 160 | 457 | 721 | 1.7% |
| Q3 2023 | 1,581 | $41.2B | 1,220,546,184 | 86 | 566 | 574 | 1.9% |
| Q2 2023 | 1,601 | $39.9B | 1,179,410,943 | 108 | 636 | 572 | 2.1% |
| Q1 2023 | 1,669 | $46.5B | 1,216,130,841 | 118 | 701 | 503 | 1.2% |
| Q4 2022 | 1,750 | $51.9B | 1,178,000,991 | 138 | 619 | 573 | 0.9% |
| Q3 2022 | 1,648 | $45.4B | 1,113,239,258 | 82 | 620 | 536 | 1.0% |
| Q2 2022 | 1,689 | $52.1B | 1,124,918,340 | 68 | 671 | 515 | 0.6% |
| Q1 2022 | 1,757 | $60.5B | 1,126,353,649 | 86 | 628 | 564 | 1.0% |
| Q4 2021 | 1,796 | $64.2B | 1,124,781,084 | 99 | 614 | 506 | 1.5% |
| Q3 2021 | 1,687 | $66.8B | 1,110,884,841 | 100 | 551 | 551 | 1.2% |
| Q2 2021 | 1,652 | $64.2B | 1,110,695,571 | 93 | 565 | 532 | 1.4% |
| Q1 2021 | 1,633 | $62.9B | 1,124,695,879 | 139 | 585 | 524 | 1.1% |
| Q4 2020 | 1,587 | $53.4B | 1,125,342,843 | 154 | 449 | 585 | 1.5% |
| Q3 2020 | 1,417 | $40.7B | 1,117,020,524 | 79 | 414 | 580 | 1.5% |
| Q2 2020 | 1,431 | $42.0B | 1,125,816,735 | 105 | 464 | 584 | 1.2% |
| Q1 2020 | 1,446 | $39.5B | 1,132,890,402 | 74 | 467 | 640 | 1.0% |
| Q4 2019 | 1,691 | $71.4B | 1,189,185,622 | 102 | 456 | 571 | 1.2% |
| Q3 2019 | 1,543 | $67.1B | 1,197,546,276 | 92 | 455 | 567 | 1.2% |
| Q2 2019 | 1,523 | $64.6B | 1,215,362,685 | 90 | 471 | 570 | 1.5% |
| Q1 2019 | 1,538 | $59.1B | 1,210,834,456 | 101 | 485 | 536 | 1.2% |
| Q4 2018 | 1,487 | $57.3B | 1,239,125,522 | 14 | 19 | 28 | 1.1% |