US Foods Holding Corp.

USFD

Exchange: NYSE
Industry: Wholesale-Groceries & Related Products
SEC CIK: 0001665918

SEC filings (opens in a new tab)

In the last 90 days, US Foods Holding Corp. insiders filed 0 open-market purchases and 1 sale; 677 institutions reported holding it in 13F filings for Q2 2026, worth $24.1B in total; 3 superinvestors hold it, including Lone Pine Capital and D1 Capital Partners.

Key figures

Market capClose on Nov 9, 2026: $23.6B
Insider buysOpen market, last 90 days: 0
Insider sellsLast 90 days, $1.28M in total: 1
13F holdersQ2 2026, +1 vs. previous quarter: 677
13F valueReported value at the end of Q2 2026: $24.1B
Superinvestors holdingAt the end of Q2 2026: 3

Price chart

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Financials

See financial statements

From SEC filings, in USD.

Revenue, FY2025: $39.4B; +4.1% year over year
Net income, FY2025: $676.0M; +36.8% year over year
Free cash flow, FY2025: $959.0M; +15.1% year over year
Revenue, Q3 FY2026: $10.4B; +2.1% year over year

Revenue flow, FY2025

Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.

Short interest

See short data

From FINRA, settlement date Oct 15, 2026.

Short interest: 13.9M; Shares sold short
Change: +192.1K; +1.4% vs. previous
Days to cover: 7.61; At average daily volume

Superinvestors holding USFD, Q2 2026

Go to the superinvestors tab

3 superinvestors report holding US Foods Holding Corp. on Form 13F. Percentages are the stock's share of each portfolio.

Lone Pine Capital

Stephen Mandel

3.1%

US Foods Holding Corp.'s share of the portfolio

Shares: 4,914,492
Value: $502.5M

D1 Capital Partners

Dan Sundheim

1.3%

US Foods Holding Corp.'s share of the portfolio

Shares: 4,501,964
Value: $460.3M

Other superinvestors holding USFD (part 1)
Superinvestor	Weight	Value
Viking Global Investors	0.5%	$177.3M

Latest insider trades

See all insider trades

Open-market purchases and sales by US Foods Holding Corp. insiders from Form 4, newest first.

Insider trades
Filed (ET)	Trade date	Filing delay	Insider	Transaction	Shares	Avg price	Value	Holding change	Flags
Aug 14, 2026 (view filing)4:45 PM ET	Aug 13	1 day	Taylor Randy JSee Remarks	SSale	−11.6K	$110.37	−$1.28M	−13.6%73.6K after	2 lots
Aug 11, 2026 (view filing)4:30 PM ET	Aug 7	4 days	Hancock William SpencerSee Remarks	SSale	−21.8K	$108.29	−$2.36M	−17.7%101.1K after
Mar 31, 2026 (view filing)	Mar 30	1 day	Locascio Dirk J.EVP, Chief Financial Officer	SSale	−20.0K	$91.19	−$1.82M	−15.8%106.3K after	10b5-1
Feb 27, 2026 (view filing)	Feb 25	2 days	Locascio Dirk J.EVP, Chief Financial Officer	SSale	−25.1K	$96.59	−$2.42M	−17.9%115.1K after	10b5-1
Feb 20, 2026 (view filing)	Feb 18	2 days	Works James David JrSee Remarks	SSale	−65.7K	$96.52	−$6.35M	−42.7%88.2K after	2 lots
Nov 13, 2025 (view filing)	Nov 11	2 days	Guberman StevenSee Remarks	SSale	−58.6K	$72.00	−$4.22M	−34.1%113.4K after
Jul 14, 2025 (view filing)	Jul 10	4 days	Locascio Dirk J.EVP, Chief Financial Officer	SSale	−7.50K	$80.00	−$600.0K	−6.1%115.1K after	10b5-1
May 19, 2025 (view filing)	May 15	4 days	Locascio Dirk J.EVP, Chief Financial Officer	SSale	−15.0K	$75.00	−$1.13M	−11.5%115.1K after	10b5-1
May 12, 2025 (view filing)	May 8	4 days	Locascio Dirk J.EVP, Chief Financial Officer	SSale	−10.0K	$70.00	−$700.0K	−8.0%115.1K after	10b5-1
Feb 19, 2025 (view filing)	Feb 18	1 day	Bullock David WDirector	PPurchase	+4.00K	$71.06	+$284.2K	+800.0%4.50K after

Top 10 13F holders, Q2 2026

See all 677 holders

The largest institutional positions in US Foods Holding Corp. at the end of Q2 2026; share changes are against Q1 2026.

Institutions holding USFD in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Wellington Management Group LLP	23,009,877	$2.35B	0.41%	+7,259,357+46.1%	Added
BlackRock, Inc.	20,845,367	$2.13B	0.03%	+410,093+2.0%	Added
Boston Partners	18,606,610	$1.90B	1.69%	+2,212,173+13.5%	Added
Vanguard Portfolio Management LLC	10,135,613	$1.04B	0.05%	−66,102−0.6%	Reduced
Vanguard Capital Management LLC	9,960,262	$1.02B	0.02%	+59,348+0.6%	Added
FMR LLC	8,939,057	$914.0M	0.04%	−4,838,668−35.1%	Reduced
T. Rowe Price Investment Management, Inc.	7,343,328	$750.9M	0.49%	+1,669,585+29.4%	Added
State Street Corp	6,993,748	$715.1M	0.02%	+117,190+1.7%	Added
Invesco Ltd.	5,673,337	$580.1M	0.05%	−442,143−7.2%	Reduced
Victory Capital Management Inc	5,443,787	$556.6M	0.31%	−634,059−10.4%	Reduced

Holders of 5% or more of USFD

See all 4 holders and filings

Holders whose latest Schedule 13D or 13G filing reports 5% or more of US Foods Holding Corp..

Largest holders of USFD from 13D and 13G filings
Holder	Latest form	Stake	Change	First filed	Latest filing	Filing
Wellington Management Group LLP	13G/A	10.40%23.0M shares	+3.20 ppfrom 7.20%	May 12, 20255 filings	Jul 8, 2026	SEC
BlackRock, Inc.	13G/A	9.00%19.8M shares	–	Jul 30, 20261 filing	Jul 30, 2026	SEC
Boston Partners	13G/A	7.86%17.3M shares	+1.15 ppfrom 6.71%	Feb 11, 20228 filings	Aug 4, 2026	SEC
Vanguard Capital Management LLC	13G	5.26%11.6M shares	New	Apr 30, 20261 filing	Apr 30, 2026	SEC

Politician trades

All politician trades in USFD

5 members of Congress reported 19 trades in US Foods Holding Corp. since 2020. Newest filings:

Latest politician trades in USFD
Filed	Politician	Type	Amount
Oct 10, 2025	Val T. Hoyle House · OR	Sell	$1K-$15K
Sep 12, 2025	Val T. Hoyle House · OR	Buy	$1K-$15K
Sep 12, 2025	Lisa C. McClain House · MI	Sell	$1K-$15K
Aug 13, 2025	Lisa C. McClain House · MI	Buy	$1K-$15K
Apr 14, 2025	Tim Moore House · NC	Buy	$15K-$50K

Val T. Hoyle
House · OR · Oct 10, 2025
Sell$1K-$15K
Val T. Hoyle
House · OR · Sep 12, 2025
Buy$1K-$15K
Lisa C. McClain
House · MI · Sep 12, 2025
Sell$1K-$15K
Lisa C. McClain
House · MI · Aug 13, 2025
Buy$1K-$15K
Tim Moore
House · NC · Apr 14, 2025
Buy$15K-$50K