9 hedge funds and family offices disclose a USB position in their latest SEC 13F filing — combined $1.40B in market value. Of those, 3 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Christopher Davis | Davis Selected Advisers, LP | 21,453,510 | $1.30B | 5.56% | 2026-06-30 |
| 2 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 709,254 | $37.8M | 3.40% | 2025-12-31 |
| 3 | Mairs & Power | Mairs & Power Inc | 647,980 | $34.6M | 0.33% | 2025-12-31 |
| 4 | Ray Dalio | Bridgewater Associates LP | 213,493 | $12.9M | 0.05% | 2026-06-30 |
| 5 | Tweedy Browne | Tweedy Browne Company LLC | 181,896 | $11.0M | 0.83% | 2026-06-30 |
| 6 | Charlie Munger | Daily Journal Corp | 119,500 | $7.2M | 2.81% | 2026-06-30 |
| 7 | Mark Hillman | Hillman Capital Management Inc | 53,293 | $2.8M | 1.79% | 2025-12-31 |
| 8 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,229 | $66K | 0.01% | 2025-12-31 |
| 9 | Olstein Capital Management | Olstein Capital Management LP | 123,000 | $7K | 1.35% | 2025-12-31 |
As of the latest 13F window, 9 tracked superinvestors hold USB. The largest disclosed position is Christopher Davis at $1.30B (5.6% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying USB, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
9 hedge funds and family offices disclose a USB position in their latest SEC 13F filing — combined $1.40B in market value. Of those, 3 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Christopher Davis | Davis Selected Advisers, LP | 21,453,510 | $1.30B | 5.56% | 2026-06-30 |
| 2 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 709,254 | $37.8M | 3.40% | 2025-12-31 |
| 3 | Mairs & Power | Mairs & Power Inc | 647,980 | $34.6M | 0.33% | 2025-12-31 |
| 4 | Ray Dalio | Bridgewater Associates LP | 213,493 | $12.9M | 0.05% | 2026-06-30 |
| 5 | Tweedy Browne | Tweedy Browne Company LLC | 181,896 | $11.0M | 0.83% | 2026-06-30 |
| 6 | Charlie Munger | Daily Journal Corp | 119,500 | $7.2M | 2.81% | 2026-06-30 |
| 7 | Mark Hillman | Hillman Capital Management Inc | 53,293 | $2.8M | 1.79% | 2025-12-31 |
| 8 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,229 | $66K | 0.01% | 2025-12-31 |
| 9 | Olstein Capital Management | Olstein Capital Management LP | 123,000 | $7K | 1.35% | 2025-12-31 |
As of the latest 13F window, 9 tracked superinvestors hold USB. The largest disclosed position is Christopher Davis at $1.30B (5.6% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying USB, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
