Joel Greenblatt's USB Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 41,404 shares of U.S. Bancorp (USB) worth $2 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in USB, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2019, adding 82,019 shares. Largest reduction occurred in Q2 2019, reducing 62,546 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's US Ban (USB) Holding Value Over Time
Track share changes against reported price movement
Quarterly US Ban (USB) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +7,947 | Add 0.00% | 7,946 | $36.12 |
| Q3 2013 | +47 | Add 0.59% | 7,993 | $36.53 |
| Q4 2013 | -31 | Reduce 0.39% | 7,962 | $40.44 |
| Q1 2014 | -3,108 | Reduce 39.04% | 4,854 | $42.85 |
| Q2 2014 | -4,854 | Sold Out | 4,854 | $0.00 |
| Q2 2016 | +5,760 | New Buy | 5,760 | $40.28 |
| Q3 2016 | +4,586 | Add 79.62% | 10,346 | $42.92 |
| Q4 2016 | +180 | Add 1.74% | 10,526 | $51.40 |
| Q1 2017 | +7,525 | Add 71.49% | 18,051 | $51.52 |
| Q2 2017 | +2,364 | Add 13.10% | 20,415 | $51.92 |
| Q3 2017 | -20,415 | Sold Out | 20,415 | $0.00 |
| Q4 2017 | +22,132 | New Buy | 22,132 | $53.59 |
| Q1 2018 | -22,132 | Sold Out | 22,132 | $0.00 |
| Q2 2018 | +29,452 | New Buy | 29,452 | $50.01 |
| Q3 2018 | -24,168 | Reduce 82.06% | 5,284 | $52.80 |
| Q4 2018 | +53,426 | Add 1011.09% | 58,710 | $45.70 |
| Q1 2019 | +70,040 | Add 119.30% | 128,750 | $48.19 |
| Q2 2019 | -62,546 | Reduce 48.58% | 66,204 | $52.40 |
| Q3 2019 | -4,322 | Reduce 6.53% | 61,882 | $55.35 |
| Q4 2019 | +82,019 | Add 132.54% | 143,901 | $59.29 |
| Q1 2020 | -18,264 | Reduce 12.69% | 125,637 | $34.45 |
| Q2 2020 | -25,874 | Reduce 20.59% | 99,763 | $36.82 |
| Q3 2020 | -51,450 | Reduce 51.57% | 48,313 | $35.85 |
| Q4 2020 | -33,024 | Reduce 68.35% | 15,289 | $46.57 |
| Q1 2021 | -7,146 | Reduce 46.74% | 8,143 | $55.26 |
| Q2 2021 | -4,523 | Reduce 55.54% | 3,620 | $56.91 |
| Q3 2021 | +4,823 | Add 133.23% | 8,443 | $59.46 |
| Q4 2021 | +19,998 | Add 236.86% | 28,441 | $56.19 |
| Q1 2022 | -9,967 | Reduce 35.04% | 18,474 | $53.16 |
| Q2 2022 | +9,985 | Add 54.05% | 28,459 | $46.03 |
| Q3 2022 | +14,265 | Add 50.12% | 42,724 | $40.33 |
| Q4 2022 | +38,090 | Add 89.15% | 80,814 | $43.61 |
| Q1 2023 | -12,485 | Reduce 15.45% | 68,329 | $36.05 |
| Q2 2023 | -26,557 | Reduce 38.87% | 41,772 | $33.04 |
| Q3 2023 | -1,014 | Reduce 2.43% | 40,758 | $33.06 |
| Q4 2023 | +30 | Add 0.07% | 40,788 | $43.28 |
| Q1 2024 | -5,355 | Reduce 13.13% | 35,433 | $44.70 |
| Q2 2024 | -4,598 | Reduce 12.98% | 30,835 | $39.70 |
| Q3 2024 | +1,580 | Add 5.12% | 32,415 | $45.73 |
| Q4 2024 | +281 | Add 0.87% | 32,696 | $47.83 |
| Q1 2025 | +1,207 | Add 3.69% | 33,903 | $42.22 |
| Q2 2025 | +6,642 | Add 19.59% | 40,545 | $45.25 |
| Q3 2025 | +859 | Add 2.12% | 41,404 | $48.33 |
Joel Greenblatt's US Ban Investment FAQs
Joel Greenblatt first purchased U.S. Bancorp (USB) in Q2 2013, acquiring 7,946 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held U.S. Bancorp (USB) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to U.S. Bancorp (USB) was in Q4 2019, adding 143,901 shares worth $8.53 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 41,404 shares of U.S. Bancorp (USB), valued at approximately $2 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, U.S. Bancorp (USB) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in U.S. Bancorp (USB) was 143,901 shares, as reported at the end of Q4 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.