US Bancorp (USB) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy US Bancorp (USB) following the 2026 Q2 hedge fund 13F filings?

As of today, USB has moved -4.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.1% for the XLF sector ETF — an outperformance of -4.4%. Since the quarter end (June 30, 2026), USB gained +3.4% vs +8.4% 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.

US Bancorp (USB)

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

Smart Money Signals — USB

Based on 2060 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

2,060 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 — +13% more funds vs a year ago

fund count last 6Q

+239 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 52% buying

972 buying913 selling

Last quarter: 972 funds bought or added vs 913 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 (+52 vs last Q)

new funds entering per quarter

Funds opening a new USB position: 167 → 283 → 159 → 211. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 16% medium ■ 15% new

1,430 out of 2,060 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.

📊

Peak discovery — momentum slowing

182 → 167 → 283 → 159 → 211 new funds/Q

New funds entering each quarter: 167 → 283 → 159 → 211. 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 2,122 holders: 1,545 (73%) are 2+ year veterans, 218 entered 1–2 years ago, and 359 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds

67 of 2053 holders are among the 100 largest funds by AUM, controlling 60% 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.

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

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

6.9%

Total Puts

-2.56%

PUT/CALL Ratio

1.23

1.34

Bearish

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

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	Formuepleje A/S	3.69%	732,955	$31.4M
13	Keystone Financial Planning, Inc.	3.52%	226,360	$13.7M
14	Matrix Asset Advisors Inc/Ny	3.45%	701,703	$42.4M
15	Lakeside Advisors, INC.	3.38%	89,008	$5.4M
16	CORDA Investment Management, LLC.	3.38%	912,358	$55.1M
17	Minneapolis Portfolio Management Group, LLC	3.33%	581,834	$35.1M
18	Basswood Capital Management, L.L.C.	3.21%	1,336,628	$80.7M
19	Edgar Lomax Co/Va	3.18%	705,056	$42.6M
20	Maltese Capital Management LLC	3.04%	276,300	$16.7M
21	Equity Investment Corp	3.03%	2,633,098	$159.0M
22	S.E.E.D. Planning Group LLC	2.88%	180,634	$10.9M
23	Aspen Capital Management, LLC	2.86%	214,834	$13.0M
24	Eliot Finkel Investment Counsel, LLC	2.84%	100,587	$6.1M
25	Daily Journal Corp	2.81%	119,500	$7.2M

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?

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 — 52% buying: Last quarter: 972 funds bought or added vs 913 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 — 60% AUM from top-100 funds: 67 of 2053 holders are among the 100 largest funds by AUM, controlling 60% 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?

69% of holders stayed for 2+ years: 1,430 out of 2,060 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 Q2 hedge fund 13F filings?

As of today, USB has moved -4.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.1% for the XLF sector ETF — an outperformance of -4.4%. Since the quarter end (June 30, 2026), USB has gained +3.4% vs +8.4% 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.

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US Bancorp (USB)

Smart Money Signals — USB

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +13% more funds vs a year ago

Slight buying edge — 52% buying

More new buyers each quarter (+52 vs last Q)

69% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 73% veterans vs 17% newcomers

Elite ownership — 60% AUM from top-100 funds

Institutional Sentiment Summary — USB

Hedge Fund Ownership: USB

Market Analysis: USB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: USB

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

Hedge Fund Positioning: USB

Statistics: USB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — US Bancorp (USB)

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