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
↓ -14
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — USB

Based on 1980 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their USB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
1,980 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
+207 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

946 buying911 selling
Last quarter: 946 funds bought or added vs 911 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.
⚠️

Fewer new buyers each quarter (-124 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 180 → 166 → 282 → 158. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 16% medium ■ 14% new
1,379 out of 1,980 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.
📈

Growing discovery — still being found

164 → 180 → 166 → 282 → 158 new funds/Q
New funds entering each quarter: 180 → 166 → 282 → 158. A growing number of institutions are discovering USB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 73% veterans vs 17% newcomers

■ 73% veterans ■ 10% 1-2yr ■ 17% new
Entry-cohort mix of 2,037 holders: 1,485 (73%) are 2+ year veterans, 200 entered 1–2 years ago, and 352 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
66 of 1969 holders are among the 100 largest funds by AUM, controlling 44% 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 Q1, 946 hedge funds were net buyers of USB (158 opened a new position, 788 added to an existing one), while 911 reduced or exited (739 trimmed, 172 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 44% of total institutional value in USB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -14 funds (more exits than new entries). Total institutional holders: 1980.

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.

Is It Too Late to Buy US Bancorp (USB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much USB has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
USB
+12.8%
XLF
+8.8%

USB outperformed XLF by +4.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
USB
+10.5%
XLF
+5.1%

Since the filing became public, USB outperformed XLF by +5.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

92 top-rated funds 21 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
4.4
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1959 1993 -1.71%
13F Shares 1.19B 1.31B -8.94%
Total Value $59.19B $66.63B -11.17%
New Positions 152 282 -130
Increased Positions 767 697 +70
Closed Positions 186 134 +52
Reduced Positions 716 724 -8
Total Calls 29 32 -9.38%
Total Puts 39 35 11.43%
PUT/CALL Ratio 1.34 1.09 Bearish

Statistics: USB

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MUFG Bank, Ltd. 75.93% 44,374,155 $2.31B
2 Black Cypress Capital Management, LLC 11.75% 314,603 $16.4M
3 Reik & CO., LLC 7.35% 512,514 $26.7M
4 Davis Selected Advisers 5.31% 22,237,960 $1.16B
5 Lountzis Asset Management, LLC 4.78% 248,183 $13.0M
6 Kentucky Trust Co 4.33% 158,806 $8.3M
7 Coerente Capital Management 4.21% 435,087 $22.6M
8 Tetrad Corp 3.69% 710,000 $36.9M
9 Bayban 3.62% 80,038 $4.2M
10 R.H. Investment Group, LLC 3.61% 84,574 $4.7M
11 Matrix Asset Advisors Inc/Ny 3.38% 709,170 $36.9M
12 CORDA Investment Management, LLC. 3.31% 920,704 $47.9M
13 Basswood Capital Management, L.L.C. 3.28% 1,336,628 $69.5M
14 Equity Investment Corp 3.28% 3,219,982 $167.5M
15 Minneapolis Portfolio Management Group, LLC 3.22% 583,701 $30.4M
16 Lakeside Advisors, INC. 3.12% 89,900 $4.7M
17 Keystone Financial Planning, Inc. 3.12% 224,348 $11.7M
18 S.E.E.D. Planning Group LLC 2.86% 189,565 $9.9M
19 Edgar Lomax Co/Va 2.85% 768,266 $40.0M
20 Eliot Finkel Investment Counsel, LLC 2.83% 99,977 $5.2M
21 Strategic Value Bank Partners LLC 2.80% 100,000 $5.2M
22 DMKC Advisory Services, LLC 2.79% 128,983 $6.7M
23 Aspen Capital Management, LLC 2.77% 215,148 $11.2M
24 Cander Asset Management LP 2.65% 283,631 $14.8M
25 Daily Journal Corp 2.58% 119,500 $6.2M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their USB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for USB?

Slight buying edge — 51% buying: Last quarter: 946 funds bought or added vs 911 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 — 44% AUM from top-100 funds: 66 of 1969 holders are among the 100 largest funds by AUM, controlling 44% 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: 1,379 out of 1,980 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.

Is it too late to buy US Bancorp (USB) following the 2026 Q1 hedge fund 13F filings?

As of today, USB has moved +10.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of +5.4%. Since the quarter end (March 31, 2026), USB has gained +12.8% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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