U.S. Bancorp (USB) Institutional Ownership

$41.43
-0.22 (-0.53%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for U.S. Bancorp (NYSE:USB)

Current
Institutional Ownership
Percentage
77.60%
Number of
Institutional Buyers
(last 12 months)
1011
Total
Institutional Inflows
(last 12 months)
$28.80B
Number of
Institutional Sellers
(last 12 months)
893
Total
Institutional Outflows
(last 12 months)
$3.97B
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USB Institutional Buying and Selling by Quarter

U.S. Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 New Covenant Trust Company N.A.6,846$306K0.3%N/A0.000%
5/17/2024 Plato Investment Management Ltd21,817$975K0.1%+2,060.1%0.001%
5/17/2024 XML Financial LLC64,411$2.88M0.3%-13.2%0.004%
5/17/2024WealthPlan Investment Management LLC4,758$213K0.0%-63.7%0.000%
5/17/2024KLCM Advisors Inc.133,626$5.97M0.8%+0.7%0.009%
5/17/2024LBP AM SA16,650$744K0.0%-9.2%0.001%
5/17/2024Comerica Bank564,443$25.23M0.1%+11.2%0.036%
5/17/2024Coppell Advisory Solutions Corp.38,362$1.72M0.3%N/A0.002%
5/17/2024Tidal Investments LLC52,159$2.33M0.0%-14.6%0.003%
5/17/2024DCM Advisors LLC47,149$2.11M0.9%-0.8%0.003%
5/16/2024California State Teachers Retirement System2,532,666$113.21M0.1%+1.8%0.162%
5/16/2024Meiji Yasuda Life Insurance Co51,283$2.29M0.0%+47.9%0.003%
5/16/2024B. Riley Wealth Advisors Inc.56,020$2.50M0.1%+17.1%0.004%
5/16/2024Ancora Advisors LLC82,575$3.69M0.1%-13.5%0.005%
5/16/2024Dynasty Wealth Management LLC6,522$292K0.0%N/A0.000%
5/16/2024 Janus Henderson Group PLC276,599$12.36M0.0%+6.4%0.018%
5/16/2024 Bayesian Capital Management LP32,900$1.47M0.1%N/A0.002%
5/16/2024 Black Maple Capital Management LP138,527$6.19M3.8%N/A0.009%
5/16/2024 Econ Financial Services Corp22,915$1.02M0.6%N/A0.001%
5/15/2024 SVB Wealth LLC11,221$502K0.0%+5.9%0.001%
5/15/2024 Mount Yale Investment Advisors LLC8,489$379K0.0%+9.1%0.001%
5/15/2024 Beaird Harris Wealth Management LLC1,270$57K0.0%+64.9%0.000%
5/15/2024 Public Employees Retirement System of Ohio736,826$32.94M0.1%-7.0%0.047%
5/15/2024 Public Employees Retirement Association of Colorado221,432$9.90M0.0%-2.6%0.014%
5/15/2024 Ceeto Capital Group LLC15,000$678K0.3%+50.0%0.001%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund51,383$2.30M0.2%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems118,244$5.29M0.2%-5.1%0.008%
5/15/2024 CoreFirst Bank & Trust2,050$92K0.1%-31.1%0.000%
5/15/2024 Price T Rowe Associates Inc. MD16,542,328$739.44M0.1%-18.4%1.060%
5/15/2024 BOKF NA229,955$10.11M0.2%+29.7%0.015%
5/15/2024 Epoch Investment Partners Inc.1,822,969$81.49M0.4%-9.0%0.117%
5/15/2024 LRI Investments LLC6,321$262K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.1,470$66K0.0%-96.4%0.000%
5/15/2024 Quadrature Capital Ltd30,276$1.35M0.0%N/A0.002%
5/15/2024 Stonebridge Capital Advisors LLC287,433$12.85M1.2%+6.1%0.018%
5/14/2024 Capital Research Global Investors2,009,668$89.83M0.0%+0.1%0.129%
5/14/2024 Toronto Dominion Bank788,971$35.27M0.1%-14.6%0.051%
5/14/2024 Ariel Investments LLC160,295$7.17M0.1%-0.3%0.010%
5/14/2024 Advisors Asset Management Inc.277,787$12.42M0.2%-16.1%0.018%
5/14/2024 Axxcess Wealth Management LLC30,466$1.36M0.0%+48.2%0.002%
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5/14/2024 EP Wealth Advisors LLC63,583$2.84M0.0%+6.8%0.004%
5/14/2024 Freestone Capital Holdings LLC10,345$462K0.0%-82.7%0.001%
5/14/2024 CreativeOne Wealth LLC25,828$1.16M0.0%+78.4%0.002%
5/14/2024 Sculati Wealth Management LLC6,113$273K0.1%-7.5%0.000%
5/14/2024 Stieven Capital Advisors L.P.175,000$7.82M1.6%+373.0%0.011%
5/14/2024 Shell Asset Management Co.29,467$1.32M0.1%-23.4%0.002%
5/14/2024 Payden & Rygel Investment Group512,200$22.90M1.1%N/A0.033%
5/14/2024 Crewe Advisors LLC883$39K0.0%N/A0.000%
5/14/2024 Evermay Wealth Management LLC2,511$113K0.0%+43.6%0.000%
5/14/2024 Natixis95,006$4.25M0.0%-64.4%0.006%
5/14/2024 InterOcean Capital Group LLC47,834$2.14M0.1%+0.7%0.003%
5/14/2024 Pitcairn Co.44,386$1.98M0.1%+5.1%0.003%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund867,000$38.76M0.1%-44.2%0.056%
5/14/2024 CANADA LIFE ASSURANCE Co1,086,689$48.61M0.1%-0.9%0.070%
5/14/2024 American International Group Inc.425,354$19.01M0.1%-8.9%0.027%
5/14/2024 Vaughan David Investments LLC IL793,051$35.45M0.9%+1.1%0.051%
5/14/2024 National Bank of Canada FI652,120$27.28M0.0%+6.3%0.042%
5/14/2024 Lake Street Advisors Group LLC10,962$495K0.0%+44.9%0.001%
5/13/2024 Bessemer Group Inc.153,986$6.88M0.0%+170.5%0.010%
5/13/2024 UniSuper Management Pty Ltd20,382$911K0.0%+1,140.5%0.001%
5/13/2024 Clearbridge Investments LLC6,941,466$310.28M0.2%+16.2%0.445%
5/13/2024Cedar Wealth Management LLC32,308$1.44M0.5%+3.0%0.002%
5/13/2024 Texas Capital Bancshares Inc TX6,774$303K0.1%+5.0%0.000%
5/13/2024 O Shaughnessy Asset Management LLC219,378$9.81M0.1%+29.0%0.014%
5/13/2024 Ameritas Investment Partners Inc.22,223$993K0.0%-2.2%0.001%
5/11/2024 Bahl & Gaynor Inc.6,168,208$275.72M1.5%-7.5%0.395%
5/11/2024 Lcnb Corp62,990$2.82M1.0%+1.4%0.004%
5/11/2024 Trustmark National Bank Trust Department8,044$360K0.0%-20.9%0.001%
5/11/2024 Alley Investment Management Company LLC132,191$5.91M0.8%+0.3%0.008%
5/11/2024 Covestor Ltd1,378$61K0.0%-41.6%0.000%
5/11/2024 Ironwood Investment Counsel LLC159,361$7.12M1.3%-17.3%0.010%
5/11/2024 Jacobi Capital Management LLC18,563$830K0.1%+4.1%0.001%
5/10/2024 Osaic Holdings Inc.543,191$24.29M0.1%-49.7%0.035%
5/10/2024 Acadian Asset Management LLC4,308$191K0.0%-33.9%0.000%
5/10/2024 TIAA Trust National Association54,000$2.41M0.0%-7.7%0.003%
5/10/2024 Vanguard Group Inc.135,371,282$6.05B0.1%+0.4%8.675%
5/10/2024 Cornerstone Advisors LLC92,400$4.13M0.2%+5.7%0.006%
5/10/2024 Viawealth LLC44,032$1.97M1.2%-1.6%0.003%
5/10/2024 Intech Investment Management LLC9,373$419K0.0%+44.6%0.001%
5/10/2024 JPMorgan Chase & Co.69,580,419$3.11B0.3%0.0%4.459%
5/10/2024 Nicolet Advisory Services LLC21,662$952K0.1%+8.7%0.001%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp813,001$36.34M0.1%-2.8%0.052%
5/10/2024 Pinnacle Wealth Planning Services Inc.10,012$448K0.1%+23.3%0.001%
5/10/2024 M&G Plc180,743$8.13M0.0%N/A0.012%
5/10/2024 Tocqueville Asset Management L.P.681,223$30.45M0.5%-0.2%0.044%
5/10/2024 Motco119,180$5.33M0.3%-2.3%0.008%
5/10/2024 Truepoint Inc.5,509$246K0.0%-89.1%0.000%
5/10/2024 TCTC Holdings LLC44,897$2.01M0.1%-3.4%0.003%
5/10/2024 1ST Source Bank34,671$1.55M0.1%+4.6%0.002%
5/10/2024 Wintrust Investments LLC47,164$2.11M0.2%+15.9%0.003%
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5/10/2024 Lindenwold Advisors INC29,486$1.32M0.7%+6.7%0.002%
5/10/2024 Nwam LLC119,890$4.99M0.4%-1.7%0.008%
5/9/2024 Kure Advisory LLC4,871$218K0.2%-6.5%0.000%
5/9/2024 Dorsey & Whitney Trust CO LLC297,733$13.31M0.9%-5.2%0.019%
5/9/2024 Leo Wealth LLC4,536$203K0.0%-30.2%0.000%
5/9/2024 Orion Portfolio Solutions LLC133,420$5.96M0.1%+7.9%0.009%
5/9/2024 Blair William & Co. IL196,913$8.80M0.0%+14.3%0.013%
5/9/2024 Wilkins Investment Counsel Inc.16,450$735K0.1%N/A0.001%
5/9/2024 Coho Partners Ltd.2,989,031$133.61M3.3%-8.9%0.192%
5/9/2024 HBK Sorce Advisory LLC66,585$2.98M0.1%+5.7%0.004%
(Data available from 1/1/2016 forward)

USB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USB shares?

During the previous two years, 1,851 institutional investors and hedge funds held shares of U.S. Bancorp. The most heavily invested institutionals were Aspire Private Capital LLC ($22.28B), Vanguard Group Inc. ($6.05B), BlackRock Inc. ($3.66B), JPMorgan Chase & Co. ($3.11B), Mufg Bank LTD. ($2.26B), Quilter Plc ($2.26B), and State Street Corp ($2.03B).Learn more on USB's institutional investors.

What percentage of U.S. Bancorp stock is owned by institutional investors?

77.60% of U.S. Bancorp stock is owned by institutional investors. Learn more on USB's institutional investor holdings.

Which institutional investors have been buying U.S. Bancorp stock?

Of the 1,570 institutional investors that purchased U.S. Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($682.58M), Mufg Bank LTD. ($68.37M), Price T Rowe Associates Inc. MD ($44.79M), Aristotle Capital Management LLC ($23.46M), FMR LLC ($21.20M), Norges Bank ($19.12M), and BlackRock Inc. ($10.22M).

How much institutional buying is happening at U.S. Bancorp?

Institutional investors have bought a total of 1,104,066,821 shares in the last 24 months. This purchase volume represents approximately $39.03B in transactions.

Which U.S. Bancorp major shareholders have been selling company stock?

Of the 1,231 institutional investors that sold U.S. Bancorp stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Hathaway Inc ($71.12M), Magellan Asset Management Ltd ($13.10M), Ameriprise Financial Inc. ($12.92M), Massachusetts Financial Services Co. MA ($10.11M), Schroder Investment Management Group ($6.82M), Franklin Resources Inc. ($6.15M), and Clearbridge Investments LLC ($5.36M).

How much institutional selling is happening at U.S. Bancorp?

Institutional investors have sold a total of 270,154,612 shares in the last 24 months. This volume of shares sold represents approximately $10.86B in transactions.


This page (NYSE:USB) was last updated on 5/17/2024 by MarketBeat.com Staff

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