S&P 500: 662.29 -0.6% NASDAQ 100: 593.72 -0.6% Dow Jones: 466.41 -0.2%

U.S. Bancorp

USB Financials
$51 $-0.48 (-0.93%)
Market Cap: $79.16 B
Gurus Holding
19
Popularity Rank
#40
% of Shares Held
4.81%
Net Activity (Q4 2025)
+$326.65 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 Q4 2025, a total of 19 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.81 B.

Top institutional holders include Chris Davis and Jeremy Grantham.

Notably, Chris Davis has expressed high conviction in this stock, allocating 5.29% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $326.65 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 314.0%. Conversely, Robert Olstein reduced exposure by 21.8%.

Key Holders

Top 5 by Value

$1.18 B
$981.88 M
$622.04 M
$281.65 M

Recent Activity Breakdown (Q4 2025)

+$346.42 M
Total Buy Value
New Buys 0
Additions 9
-$19.77 M
Total Sell Value
Reductions 8
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
8
Net Buyers
9

FAQs for U.S. Bancorp (USB)

Major holders include Chris Davis ($1.18 B), Jeremy Grantham ($981.88 M), HOTCHKIS & WILEY ($622.04 M). According to the latest reported data, 19 tracked investment managers collectively hold approximately 74.68 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $326.65 M, with 9 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 8 managers trimmed their positions, while 0 fully exited USB. The total reported sell value was $19.77 M.

Yes, 0 managers opened new positions in USB, and 9 increased their existing holdings. The total reported buy value was $346.42 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
5.29% Add 13.4% 22,041,759 $1.18 B Q4 2025
2.51% Add 3.6% 18,401,004 $981.88 M Q4 2025
1.86% Add 0.5% 11,657,432 $622.04 M Q4 2025
0.83% Add 0.5% 8,818,344 $470.55 M Q4 2025
0.15% Add 83.3% 5,278,255 $281.65 M Q4 2025
0.09% Reduce -3.6% 4,900,163 $261.47 M Q4 2025
0.09% Add 15.2% 1,462,929 $78.06 M Q4 2025
0.33% Reduce -15.2% 647,980 $34.58 M Q4 2025
0.11% Add 314.0% 547,558 $29.22 M Q4 2025
0.80% Reduce -5.3% 185,768 $9.91 M Q4 2025
0.12% Reduce -9.8% 174,248 $9.46 M Q4 2025
0.05% Add 289.3% 169,955 $9.07 M Q4 2025
1.35% Reduce -21.8% 123,000 $6.56 M Q4 2025
2.30% 119,500 $6.38 M Q4 2025
1.79% Reduce -14.5% 53,293 $2.84 M Q4 2025
0.01% Reduce -1.0% 40,978 $2.19 M Q4 2025
1.53% Reduce -1.9% 29,358 $1.57 M Q4 2025
0.12% Add 20.0% 15,609 $832,896 Q4 2025
0.02% 15,000 $800,400 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form