US Bancorp (USB) — Hedge Fund Ownership Q1 2026
USB
- US Bancorp (USB) is held by 8 of 82 tracked hedge funds, with Davis Selected Advisers (5%) and Matrix Asset Advisors (3%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in USB holdings came from First Eagle Investment Management (+2%) and Davis Selected Advisers (+1%), highlighting conviction.
- The biggest decreases in USB holdings came from Mairs & Power (-7%) and Olstein Capital Management (-11%), suggesting profit-taking or de-risking.
- 2 hedge funds exited USB.
- Overall, hedge funds increased exposure to US Bancorp (USB) by +0.4% vs the prior quarter and +21% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Davis Selected Advisers Christopher Davis
|
5.31% | 22.2M | +0.89% | +49.36% | $1.16B | $52.01 | — |
| 2 |
Matrix Asset Advisors David Katz
|
3.38% | 709K | -0.01% | +7.06% | $36.9M | $52.01 | — |
| 3 |
Daily Journal Corporation
|
2.58% | 120K | — | — | $6.2M | $52.01 | — |
| 4 |
Hillman Capital Management Mark Hillman
|
1.90% | 53K | -1.44% | -43.35% | $2.7M | $52.01 | — |
| 5 |
Olstein Capital Management Robert Olstein
|
1.25% | 110K | -10.57% | -34.52% | $5.7M | $52.01 | — |
| 6 |
First Eagle Investment Management
|
0.80% | 9.0M | +2.27% | +1.43% | $469.0M | $52.01 | — |
| 7 |
Tweedy, Browne Tweedy, Browne Co LLC
|
0.76% | 184K | -0.82% | -11.47% | $9.6M | $52.01 | — |
| 8 |
Mairs & Power
|
0.32% | 602K | -7.17% | -70.91% | $31.3M | $52.01 | — |
| — |
Brave Warrior Advisors Glenn Greenberg
|
— | — | EXITED | — | — | — | — |
| — |
Third Avenue Management
|
— | — | EXITED | — | — | — | — |
| 8 | Total | — | 33.0M | +0.41% | +20.97% | $1.72B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.