U.S. Bancorp

USB Financials
$56.33 +$0.59 (1.06%)
Market Cap: $87.56 B
Gurus Holding
19
Popularity Rank
#35
% of Shares Held
4.41%
Net Activity (Q3 2025)
-$971 M

Guru Ownership Trend

Guru Analysis for U.S. Bancorp (USB)

U.S. Bancorp (USB), a key player in the Financials sector, continues to attract institutional attention.

As of Q3 2025, a total of 19 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.86 B.

Top institutional holders include Chris Davis and Jeremy Grantham.

Institutional sentiment is currently Bearish. This is evidenced by a $971 M net outflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 186.3%. Conversely, Manning & Napier Group reduced exposure by 44.3%.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.90% Add 0.5% 19,431,562 $939.13 M Q3 2025
2.42% Add 7.2% 17,758,947 $858.29 M Q3 2025
1.73% Add 16.4% 11,598,572 $560.56 M Q3 2025
0.77% Add 0.1% 8,773,278 $424.01 M Q3 2025
0.09% Reduce -3.5% 5,080,941 $245.56 M Q3 2025
0.09% Add 0.8% 2,879,113 $139.15 M Q3 2025
0.10% New Buy 1,270,408 $61.4 M Q3 2025
0.35% Reduce -28.6% 763,737 $36.91 M Q3 2025
0.82% Reduce -3.5% 196,125 $9.48 M Q3 2025
0.12% Reduce -44.3% 193,202 $9.46 M Q3 2025
1.44% Reduce -6.9% 157,348 $7.6 M Q3 2025
0.03% New Buy 132,255 $6.39 M Q3 2025
2.30% 119,500 $6.38 M Q4 2025
1.75% Reduce -17.2% 62,293 $3.01 M Q3 2025
0.01% Add 186.3% 43,657 $2.11 M Q3 2025
0.01% Add 2.1% 41,404 $2 M Q3 2025
1.53% Reduce -1.9% 29,358 $1.57 M Q4 2025
0.02% 15,000 $724,950 Q3 2025
0.09% 13,009 $628,725 Q3 2025

Key Holders

Top 5 by Value

$939.13 M
$858.29 M
$560.56 M
$245.56 M

Recent Activity Breakdown (Q3 2025)

+$211.96 M
Total Buy Value
New Buys 2
Additions 7
-$1.18 B
Total Sell Value
Reductions 7
Sold Out 3

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
10
Net Buyers
9

FAQs for U.S. Bancorp (USB)

Major holders include Chris Davis ($939.13 M), Jeremy Grantham ($858.29 M), HOTCHKIS & WILEY ($560.56 M). According to the latest reported data, 19 tracked investment managers collectively hold approximately 68.56 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $971 M, with 9 managers increasing positions and 10 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 3 fully exited USB. The total reported sell value was $1.18 B.

Yes, 2 managers opened new positions in USB, and 7 increased their existing holdings. The total reported buy value was $211.96 M.