Markets USB

See Which Recent 13F Filers Hold USB

At Holdings Channel, we have reviewed the latest batch of the 51 most recent 13F filings for the 06/30/2026 reporting period, and noticed that US Bancorp (Symbol: USB) was held by 23 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in USB positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
Louisiana State Employees Retirement System Existing +100+$671
Community Financial Services Group LLC Existing UNCH+$1
DT Investment Partners LLC Existing UNCH+$8
APG Asset Management N.V. Existing +266,507+$24,928
Mirabella Financial Services LLP Existing -8,078-$386
Picton Mahoney Asset Management Existing +134,782+$8,478
Crossmark Global Holdings Inc. Existing -5,716+$3,459
Family Manage LLC Existing +14+$100
AEGON ASSET MANAGEMENT UK Plc Existing +389,687+$31,478
Creative Planning Existing +51,632+$9,688
EP Wealth Advisors LLC Existing +4,453+$1,310
Fjarde AP Fonden Fourth Swedish National Pension Fund Existing +86,300+$8,706
Triangle Securities Wealth Management Existing -344+$21
Hendershot Investments Inc. Existing UNCH+$73
Prospera Financial Services Inc Existing -49,654-$1,980
Nadler Financial Group Inc. NEW +4,104+$248
Illinois Municipal Retirement Fund Existing +210,840+$13,509
Verity & Verity LLC Existing UNCH+$49
Modera Wealth Management LLC Existing -853+$47
Focus Partners Wealth Existing +136,745+$15,003
Bcwm LLC Existing -103,966-$5,379
Gradient Investments LLC Existing +4,640+$2,585
Annex Advisory Services LLC Existing +600+$336
Aggregate Change: +1,121,793+$112,953

In terms of shares owned, we count 12 of the above funds having increased existing USB positions from 03/31/2026 to 06/30/2026, with 6 having decreased their positions and 1 new position.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the USB share count in the aggregate among all of the funds which held USB at the 06/30/2026 reporting period (out of the 8,814 we looked at in total). We then compared that number to the sum total of USB shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for USB. We found that between these two periods, funds reduced their holdings by 1,235,698,752 shares in the aggregate, from 1,241,239,562 down to 5,540,810 for a share count decline of approximately -99.55%. The overall top three funds holding USB on 06/30/2026 were:

»FundShares of USB Held
1.Confluence Investment Management LLC 1,734,918
2.Handelsbanken Fonder AB 448,218
3.Czech National Bank 441,844
4-10Find out the full Top 10 Hedge Funds Holding USB»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like US Bancorp (Symbol: USB).

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Further USB Research:

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