Whale Analyzer
USB Institutional Holders and 13F Ownership
Compare 10 tracked holders of USB, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Davis Advisors, Capital Research Global Investors, First Eagle Investment Management, and National Pension Service.
Continue to the live USB dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Davis Advisors 13F holdings | $1.30B | 21.5M | Reduced | 2026-06-30 |
| Capital Research Global Investors 13F holdings | $551.5M | 9.1M | Reduced | 2026-06-30 |
| First Eagle Investment Management 13F holdings | $551.0M | 9.1M | Increased | 2026-06-30 |
| National Pension Service 13F holdings | $246.1M | 4.1M | Increased | 2026-06-30 |
| Matrix Asset Advisors 13F holdings | $38.5M | 666.7K | Reduced | 2026-09-30 |
| Mairs & Power Funds 13F holdings | $33.9M | 561.5K | Reduced | 2026-06-30 |
| Bridgewater Associates 13F holdings | $12.9M | 213.5K | Reduced | 2026-06-30 |
| Tweedy Browne 13F holdings | $11.0M | 181.9K | Reduced | 2026-06-30 |
| Daily Journal Corp 13F holdings | $6.9M | 119.5K | Held | 2026-09-30 |
| Hillman Capital Management 13F holdings | $2.5M | 41.3K | Reduced | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Davis Advisors SEC filing (0001036325-26-000020) · report date 2026-06-30
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- First Eagle Investment Management SEC filing (0001325447-26-000033) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Matrix Asset Advisors SEC filing (0001172661-26-004502) · report date 2026-09-30
- Mairs & Power Funds SEC filing (0001172661-26-003496) · report date 2026-06-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Tweedy Browne SEC filing (0001193125-26-340443) · report date 2026-06-30
- Daily Journal Corp SEC filing (0001437749-26-034429) · report date 2026-09-30
- Hillman Capital Management SEC filing (0001398344-26-014467) · report date 2026-06-30
Tracked-sample concentration
Reported position value for USB is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 47.1% of aggregate reported value in this sample
- Top 5 tracked holders: 97.6% of aggregate reported value in this sample
- Top 10 tracked holders: 100.0% of aggregate reported value in this sample
Whale activity this quarter
Across 10 tracked holders, 7 reduced, 2 increased, 1 held. Net positioning is net selling.
- Davis Advisors ($1.30B) (▼ 3.5% qoq shares)
- Capital Research Global Investors ($551.5M) (▼ 22.8% qoq shares)
- First Eagle Investment Management ($551.0M) (▲ 1.2% qoq shares)
- National Pension Service ($246.1M) (▲ 1.6% qoq shares)
- Matrix Asset Advisors ($38.5M) (▼ 5.0% qoq shares)
- Mairs & Power Funds ($33.9M) (▼ 6.7% qoq shares)
- Bridgewater Associates ($12.9M) (▼ 27.8% qoq shares)
- Tweedy Browne ($11.0M) (▼ 1.3% qoq shares)
Sector positioning — Financials
USB sits within the Financials sector alongside 139 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live USB dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
Related stock holder pages
- COF whale holders — Capital One Financial Corp.
- CVS whale holders — CVS Health Corporation
- VTRS whale holders — Viatris Inc.
- MGM whale holders — MGM Resorts International
- GOOGL whale holders — Alphabet Inc., Class A
- DVN whale holders — Devon Energy Corp.
- AMZN whale holders — Amazon.com, Inc.
- META whale holders — Meta Platforms, Inc., Class A
Learn more in Whale Analyzer Academy
Deepen your read on USB with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns USB stock?
Whale Analyzer tracks 10 public-disclosure holders of USB with a combined reported value of $2.75B. See the holder table above for the largest tracked positions.
Which top funds are buying USB?
Tracked holders were net selling last quarter — 7 reduced, 2 increased, 1 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked USB sample?
The top five tracked holders account for 97.6% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
What does 13F ownership mean for USB?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive USB dashboard to explore them, or read our 13F Alpha Signals Guide.