| 4 | First Nebraska Trust Co | 156K | $4.37B | — | 0.010% | 0.02% |
| 5 | JPMORGAN CHASE & CO | 59.7M | $3.66B | -3.2% | 3.832% | 0.20% |
| 6 | FMR LLC | 51.3M | $3.10B | -10.3% | 3.292% | 0.13% |
| 7 | MUFG Bank, Ltd. | 44.4M | $2.68B | 0.0% | 2.849% | 75.40% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 39.3M | $2.36B | +2.1% | 2.520% | 0.13% |
| 9 | MORGAN STANLEY | 30.6M | $1.85B | +4.3% | 1.961% | 0.10% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 30.0M | $1.81B | +1.4% | 1.926% | 0.08% |
| 11 | DAVIS SELECTED ADVISERS | 21.5M | $1.30B | -3.5% | 1.377% | 5.56% |
| 12 | NORGES BANK | 19.9M | $1.20B | — | 1.280% | 0.12% |
| 13 | Invesco Ltd. | 19.8M | $1.20B | +15.0% | 1.271% | 0.09% |
| 14 | Aristotle Capital Management, LLC | 17.6M | $1.06B | -6.2% | 1.129% | 2.23% |
| 15 | NORTHERN TRUST CORP | 17.1M | $1.04B | +1.3% | 1.100% | 0.12% |
| 16 | ROYAL BANK OF CANADA | 16.1M | $974.1M | -2.4% | 1.035% | 0.15% |
| 17 | BANK OF AMERICA CORP /DE/ | 15.2M | $919.6M | -3.8% | 0.977% | 0.06% |
| 18 | GOLDMAN SACHS GROUP INC | 15.1M | $912.9M | +13.3% | 0.970% | 0.08% |
| 19 | Grantham, Mayo, Van Otterloo & Co. LLC | 14.9M | $899.1M | -22.1% | 0.956% | 2.02% |
| 20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 12.8M | $770.4M | +1.8% | 0.819% | 0.14% |
| 21 | FEDERATED HERMES, INC. | 11.8M | $712.5M | +2.5% | 0.757% | 1.02% |
| 22 | FIRST TRUST ADVISORS LP | 11.1M | $668.8M | +36.4% | 0.711% | 0.39% |
| 23 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 10.6M | $638.2M | -6.5% | 0.678% | 1.86% |
| 24 | DIMENSIONAL FUND ADVISORS LP | 10.5M | $631.6M | +0.8% | 0.671% | 0.11% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.5M | $631.2M | +0.1% | 0.671% | 0.08% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in USB — a direct measure of their conviction.
| 78.18% |
| 1.97 pp |
| $67.67B |
| +15% |
| Q4 2024 | 1,794 | +7.7% | 80.15% | +2.83 pp | $58.70B | +11% |
| Q3 2024 | 1,665 | — | 77.32% | — | $52.98B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
166 institutions opened new positions in USB during Q2 2026, while 98 fully exited. 1,635 added to existing positions and 200 trimmed.
USB institutional ownership rose by 1.69 percentage points quarter-over-quarter, with a net change of +95 holders.
The top 10 institutions account for 48.1% of all reported 13F value in USB, and the top 25 account for 65.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
U.S. Bancorp (USB) Institutional Ownership