Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

US Bancorp (USB)

2K + Investors. Track Smart Money conviction in USB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +63
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — USB

Based on 2047 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added USB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,047 hedge funds hold USB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+227 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

965 buying916 selling
Last quarter: 965 funds bought or added vs 916 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+46 vs last Q)

new funds entering per quarter
Funds opening a new USB position: 167 → 282 → 159 → 205. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 16% medium ■ 15% new
1,424 out of 2,047 hedge funds have held USB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +24% but shares only +6% — price-driven

Value
+24%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +24%, but actual share count only changed +6%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

181 → 167 → 282 → 159 → 205 new funds/Q
New funds entering each quarter: 167 → 282 → 159 → 205. USB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 73% veterans vs 17% newcomers

■ 73% veterans ■ 10% 1-2yr ■ 17% new
Entry-cohort mix of 2,109 holders: 1,537 (73%) are 2+ year veterans, 217 entered 1–2 years ago, and 355 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
66 of 2040 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in USB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — USB

In 2026 Q2, 965 hedge funds were net buyers of USB (205 opened a new position, 760 added to an existing one), while 916 reduced or exited (774 trimmed, 142 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 58% of total institutional value in USB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +63 funds (more new holders than closures). Total institutional holders: 2047.

Hedge Fund Ownership: USB

How many hedge funds hold USB — quarterly history vs. share price
Quarterly hedge fund ownership of USB vs. share price

Market Analysis: USB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

61 top-rated funds 20 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
5.9
/ 10
conviction
Hedge Fund Positioning: USB
2K + Investors

Track Smart Money conviction in USB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2040 1984 2.82%
13F Shares 1.28B 1.21B 5.73%
Total Value $74.60B $59.95B 24.44%
New Positions 205 159 +46
Increased Positions 745 774 -29
Closed Positions 142 172 -30
Reduced Positions 755 725 +30
Total Calls 31 29 6.9%
Total Puts 38 39 -2.56%
PUT/CALL Ratio 1.23 1.34 Bearish

Statistics: USB

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Financial Highlights

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Institutional Holders (2026 Q2)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in USB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 USB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MUFG Bank, Ltd. 75.40% 44,374,155 $2.68B
2 Black Cypress Capital Management, LLC 12.37% 306,354 $18.5M
3 Reik & CO., LLC 8.03% 510,233 $30.8M
4 Davis Selected Advisers 5.56% 21,453,510 $1.30B
5 Coerente Capital Management 4.84% 435,471 $26.3M
6 Lountzis Asset Management, LLC 4.71% 244,585 $14.9M
7 Kentucky Trust Co 4.61% 158,806 $9.6M
8 Heritage Wealth Management, Inc. 4.15% 275,102 $16.6M
9 Tetrad Corp 4.10% 710,000 $42.9M
10 R.H. Investment Group, LLC 3.81% 83,784 $5.1M
11 Bayban 3.77% 81,425 $4.9M
12 Keystone Financial Planning, Inc. 3.52% 226,360 $13.7M
13 Matrix Asset Advisors Inc/Ny 3.45% 701,703 $42.4M
14 Lakeside Advisors, INC. 3.38% 89,008 $5.4M
15 CORDA Investment Management, LLC. 3.38% 912,358 $55.1M
16 Minneapolis Portfolio Management Group, LLC 3.33% 581,834 $35.1M
17 Basswood Capital Management, L.L.C. 3.21% 1,336,628 $80.7M
18 Edgar Lomax Co/Va 3.18% 705,056 $42.6M
19 Maltese Capital Management LLC 3.04% 276,300 $16.7M
20 Equity Investment Corp 3.03% 2,633,098 $159.0M
21 S.E.E.D. Planning Group LLC 2.88% 180,634 $10.9M
22 Aspen Capital Management, LLC 2.86% 214,834 $13.0M
23 Eliot Finkel Investment Counsel, LLC 2.84% 100,587 $6.1M
24 Daily Journal Corp 2.81% 119,500 $7.2M
25 Signet Investment Advisory Group, Inc. 2.79% 104,922 $6.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — US Bancorp (USB)

What does the Smart Money Trend signal show for USB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added USB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for USB?

Slight buying edge — 51% buying: Last quarter: 965 funds bought or added vs 916 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for USB holders?

Elite ownership — 58% AUM from top-100 funds: 66 of 2040 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in USB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held USB?

70% of holders stayed for 2+ years: 1,424 out of 2,047 hedge funds have held USB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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