USB — US Bancorp Institutional Holders · Q3 2026

Name: Who Owns USB? 110 Institutions Hold $416M (Q3 2026)
Creator: ko.io

Who owns US Bancorp (USB)? 110 institutions reported holding $416.19M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($97.0M), Douglas Lane & Associates, LLC ($80.6M), Tetrad Corp ($41.0M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$97.0M	1.7M	Trimmed
2	Douglas Lane & Associates, LLC	$80.6M	1.4M	Trimmed
3	TETRAD CORP	$41.0M	710,000	Hold
4	Mn Services Vermogensbeheer B.V.	$26.4M	457,258	Added
5	PROFESSIONAL ADVISORY SERVICES INC	$22.3M	385,835	Trimmed
6	Gradient Investments LLC	$16.5M	285,610	Added
7	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	$16.1M	278,089	Trimmed
8	Keystone Financial Planning, Inc.	$13.0M	225,202	Trimmed
9	S.E.E.D. Planning Group LLC	$9.8M	169,740	Trimmed
10	EASTERN BANK	$9.2M	159,983	Trimmed
11	Farther Finance Advisors, LLC	$7.3M	125,852	Added
12	VALLEY WEALTH MANAGERS, INC.	$5.4M	93,105	Added
13	BOS Asset Management, LLC	$5.2M	90,033	Trimmed
14	MassMutual Private Wealth & Trust, FSB	$5.1M	87,819	Trimmed
15	GAMMA Investing LLC	$4.4M	75,421	Added
16	Exeter Financial, LLC	$3.9M	66,887	Trimmed
17	Bill Few Associates, Inc.	$3.6M	61,963	Added
18	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$3.0M	52,381	Trimmed
19	Legacy Private Trust Co.	$2.8M	49,159	Hold
20	Allen Mooney & Barnes Investment Advisors LLC	$2.5M	42,941	Added
21	Wedmont Private Capital	$2.0M	35,585	Added
22	Applied Capital LLC/FL	$1.7M	29,496	Trimmed
23	DOLIVER ADVISORS, LP	$1.5M	26,790	Trimmed
24	FIRST COMMUNITY TRUST NA	$1.5M	25,823	Trimmed
25	Venture Visionary Partners LLC	$1.5M	25,377	Added

Source: SEC Form 13F filings · as of 2026-09-30