USB · Company research
U.S. Bancorp (USB): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2249 | 129902000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Laurel Wealth Advisors LLC | 1757128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8008 | 483684 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| CHAPMAN FINANCIAL GROUP, LLC | 2056577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29674 | 1792301 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Kestra Investment Management, LLC | 1962449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60277 | 3640721 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 1737090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4956 | 299342 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SVB WEALTH LLC | 1626116 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1558 | 94103 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Ameritas Advisory Services, LLC | 1901275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21149 | 1277406 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Arbejdsmarkedets Tillaegspension | 2105395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 504200 | 30453680 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12308 | 743426 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Heartland Bank & Trust Co | 1866040 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7276 | 439470 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allen Investment Management, LLC | 1326234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5329 | 321872 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| America First Investment Advisors, LLC | 1308778 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54842 | 3312457 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Activest Wealth Management | 1883134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 668 | 40347 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| GC Wealth Management RIA, LLC | 2011169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37343 | 2255517 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Relyea Zuckerberg Hanson LLC | 1793691 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3578 | 216088 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Pinnacle Financial Partners, Inc. | 2082866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100169 | 6050208 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Alvarez & Marsal Private Wealth Partners, LLC | 2109121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12987 | 791168 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30782 | 1859233 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WHITE PINE CAPITAL LLC | 1137429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10619 | 641357 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 737192 | 44526397 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1027 | 62031 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| GTS SECURITIES LLC | 1452765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3819 | 230668 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Krane Funds Advisors LLC | 1536592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6005 | 362702 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wealthfront Advisers LLC | 1763921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 324205 | 19581982 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Keudell/Morrison Wealth Management | 1785498 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51526 | 3112158 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| HARTFORD INVESTMENT MANAGEMENT CO | 922439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86176 | 5205030 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Security National Bank | 1719739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4755 | 287202 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 630887 | 38105575 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CHEMUNG CANAL TRUST CO | 790354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60152 | 3633181 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1085393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1336628 | 80732331 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Fi3 FINANCIAL ADVISORS, LLC | 1862427 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4174 | 255134 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1109141 | 66992086 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3268425 | 197413 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Woodline Partners LP | 1784547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 338807 | 20463943 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AFFINITY INVESTMENT ADVISORS, LLC | 1520601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7937 | 479395 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Utah Retirement Systems | 1548392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 236294 | 14272158 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Plancorp, LLC | 1599579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41705 | 2599886 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 795919 | 48073508 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Redmond Asset Management, LLC | 1567890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35347 | 2134959 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hillman Capital Management, Inc. | 1314620 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41252 | 2491621 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Csenge Advisory Group | 1715593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29783 | 1798865 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 128486 | 7760553 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| IVC Wealth Advisors LLC | 1842811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7738 | 467375 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8551 | 516480 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sompo Asset Management Co., Ltd. | 1533504 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9140 | 552056 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MainStreet Investment Advisors LLC | 1729854 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88767 | 5361527 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 221075 | 13352958 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bragg Financial Advisors, Inc | 1327055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3561 | 215055 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Anchor Bay Capital, Inc. | 2083500 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11927 | 765595 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1629649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49770 | 3006108 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STANCE CAPITAL LLC | 2056334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 6040 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2926 | 178252 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Centennial Wealth Advisory LLC | 1839421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13799 | 833394 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Marble Harbor Investment Counsel, LLC | 1387130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5779 | 349052 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| J HAGAN CAPITAL, INC. | 2059107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4961 | 299644 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rafferty Asset Management, LLC | 1389426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 452207 | 27313303 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LYNCH & ASSOCIATES/IN | 1108965 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76811 | 4639397 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Vestmark Advisory Solutions, Inc. | 1736982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17794 | 1074786 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COHEN & STEERS, INC. | 1284812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3500 | 211 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107349 | 6483900 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2119 | 127988 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1723223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6144 | 371098 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 897599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90780 | 5483112 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SevenBridge Financial Group, LLC | 1673954 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3733 | 238656 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 205546 | 12415008 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Accel Wealth Management | 1838226 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7059 | 426378 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| CAHILL FINANCIAL ADVISORS INC | 1600327 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26838 | 1621010 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Community Bank & Trust, Waco, Texas | 1654847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6499 | 393 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1654438 | 99928055 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Westover Capital Advisors, LLC | 1483467 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7500 | 453000 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Seneschal Advisors, LLC | 2039659 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 1027 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48 | 2900 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Southland Equity Partners LLC | 2006517 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4134 | 249713 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Kennebec Savings Bank | 2043536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1159 | 70004 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| 71 West Capital Partners | 2111530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16658 | 1006143 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40864 | 2468164 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 1836506 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52593 | 3176598 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Checchi Capital Advisers, LLC | 1598186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11336 | 684694 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Enterprise Financial Services Corp | 1025835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37327 | 2254550 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BANK OF HAWAII | 315080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5261 | 317764 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.