Question 1

Which hedge funds and institutional investors hold USB?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for USB shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for USB whale holdings?

Accepted Answer

Conviction level reflects how significant USB is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to USB, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for USB?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about USB?

Accepted Answer

QoQ changes for USB show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	69.4M	$3.6B	0.1%	$2896.4B
Davis Advisors	22.2M	$1.2B	5.3%	$21.8B
GMO	19.1M	$994.1M	2.5%	$39.1B
Capital Research	11.8M	$614.8M	0.1%	$644.6B
Hotchkis & Wiley	11.3M	$587.5M	1.8%	$32.4B
First Eagle	8.8M	$459.4M	0.8%	$59.0B
American Century	7.6M	$394.4M	0.2%	$194.3B
Geode Capital	5.0M	$260.0M	0.0%	$1607.5B
Fisher Investments	4.9M	$253.7M	0.1%	$294.9B
Adage Capital	1.2M	$64.2M	0.1%	$64.8B
Point72	981.3K	$51.0M	0.1%	$78.1B
Arrowstreet	826.4K	$43.0M	0.0%	$184.8B
Epoch	782.0K	$40.7M	0.2%	$16.5B
Citadel	759.4K	$39.5M	0.0%	$618.5B
DFA	521.1K	$27.1M	0.0%	$481.4B
Man Group	427.1K	$22.2M	0.0%	$55.1B
DE Shaw	320.3K	$16.7M	0.0%	$166.3B
Bridgewater	295.7K	$15.4M	0.1%	$22.4B
Citadel	262.0K	$13.6M	0.0%	$618.5B
ExodusPoint	259.6K	$13.5M	0.1%	$12.4B
Tweedy Browne	184.2K	$9.6M	0.8%	$1.3B
Millennium	176.8K	$9.2M	0.0%	$240.3B
Hudson Bay	170.8K	$8.9M	0.0%	$29.0B
Fidelity (FMR)	123.3K	$6.4M	0.0%	$1898.4B
Millennium	120.9K	$6.3M	0.0%	$240.3B
Tudor	101.2K	$5.3M	0.0%	$53.9B
DE Shaw	100.0K	$5.2M	0.0%	$166.3B
BlackRock	88.2K	$4.6M	0.0%	$5723.5B
Point72	71.6K	$3.7M	0.0%	$78.1B
Two Sigma	67.0K	$3.5M	0.0%	$123.9B
Cascade (Gates)	66.0K	$3.4M	2.0%	$168.9M
Citadel	51.7K	$2.7M	0.0%	$618.5B
Balyasny	50.7K	$2.6M	0.0%	$77.1B
Gotham Asset	47.4K	$2.5M	0.0%	$32.7B
Schonfeld	30.2K	$1.6M	0.0%	$14.2B
Point72	26.9K	$1.4M	0.0%	$78.1B
Kayne Anderson	21.3K	$1.1M	0.0%	$34.0B
Tudor	21.0K	$1.1M	0.0%	$53.9B
Balyasny	19.4K	$1.0M	0.0%	$77.1B
Brevan Howard	17.3K	$899K	0.0%	$11.3B
Neuberger Berman (Eisman)	14.0K	$726K	0.0%	$131.4B
ClearBridge	12.1K	$630K	0.0%	$114.9B
Millennium	9.5K	$492K	0.0%	$240.3B
Caxton	8.3K	$429K	0.0%	$4.4B
Franklin Templeton	5.3K	$275K	0.0%	$408.3B
Two Sigma	5.0K	$260K	0.0%	$123.9B
Wellington	4.4K	$228K	—	$535.5B
Northern Trust	1.3K	$69K	—	$756.6B
Marshall Wace	1.3K	$69K	0.0%	$100.4B
AQR Capital	1.0K	$51K	—	$218.4B
Acadian	885.6K	$46K	0.1%	$70.5M
Invesco	680	$35K	—	$653.3B
LSV	468.4K	$24K	0.1%	$46.4M

USB

Who Holds USB

Changes This Quarter