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| Happy Holidays!! thanks for using AUM13F!! |
| US Bancorp Investments Inc
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| CRD # | 17868 |
| SEC # | 801-68122 |
| CIK # | 0000786393, 0001295401, 0001258754 |
| AUM | $19.3 B (2025-06-13) |
| Employees | 2,152 (43% Investors, 89% Brokers) |
| Phone | 800-888-4700 |
| Address | 60 Livingston Avenue Saint Paul, MN 55107 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Microsoft Corp | 2.7 | |
| Apple Inc | 2.2 | |
| Amazon Com Inc | 1.3 | |
| Nvidia Corp | 1.3 | |
| J P Morgan Chase & Co | 1.1 | |
| Alphabet Inc | 1.1 | |
| Lilly Eli & Co | 1.1 | |
| Facebook Inc | 0.7 | |
| Procter & Gamble Co | 0.6 | |
| Wal Mart Stores Inc | 0.6 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49,096 | 12.9 |
| (b) Individuals (high net worth individuals) | 2,849 | 5.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 98 | 0.1 |
| (h) Charitable organizations | 31 | 0.0 |
| (i) State or municipal government entities | 8 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 354 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 66,996 | 19.3 |
| By Discretionary | ||
| Discretionary | 33,186 | 6.8 |
| Non-Discretionary | 33,810 | 12.5 |
| Total | 66,996 | 19.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 19.3 | |
| Total | 66,996 | 19.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000786393] | |
| SC 13G | [0001258754] | |
| 10-K | [0001295401] | |
| 10-Q | [0001295401] | |
| 3 | [0001295401] | |
| 4 | [0001295401] | |
| 8-K | [0001295401] | |
| D | [0001295401] | |
| SC 13D | [0001295401] | |
| SC 13G | [0001295401] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Nager Jeffrey A | |
| Bancorp, Inc. | |
| Lamb William H | |
| Cohn Matthew | |
| DeRowe Olek | |
| Leto John | |
| Kozlowski Damian | |
| Allen Dwayne | |
| Brockman Todd J. | |
| Tryniski Mark E | |
| View All | |
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