US Foods Holding Corp.
USFD- Exchange
- NYSE
- Industry
- Wholesale-Groceries & Related Products
- SEC CIK
- 0001665918
In the last 90 days, US Foods Holding Corp. insiders filed 0 open-market purchases and 2 sales; 673 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.
13F holders, Q4 2021
Institutional positions in US Foods Holding Corp. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 311
- +14 vs. Q3 2021
- Shares held
- 218.2M
- +7.28M (+3.5%) vs. Q3 2021
- Total value
- $7.60B
- +$284.7M (+3.9%) vs. Q3 2021
- New holders
- 63
- 76 more added
- Sold out
- 49
- 119 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting USFD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 673 | $24.1B |
| Q1 2026 | 679 | $21.3B |
| Q4 2025 | 648 | $17.4B |
| Q3 2025 | 646 | $17.5B |
| Q2 2025 | 635 | $17.9B |
| Q1 2025 | 596 | $15.3B |
| Q4 2024 | 584 | $15.5B |
| Q3 2024 | 505 | $14.1B |
| Q2 2024 | 452 | $13.0B |
| Q1 2024 | 440 | $13.1B |
| Q4 2023 | 422 | $11.0B |
| Q3 2023 | 394 | $9.79B |
| Q2 2023 | 398 | $10.8B |
| Q1 2023 | 357 | $8.71B |
| Q4 2022 | 319 | $7.46B |
| Q3 2022 | 302 | $5.83B |
| Q2 2022 | 303 | $6.74B |
| Q1 2022 | 316 | $8.35B |
| Q4 2021 | 311 | $7.60B |
| Q3 2021 | 302 | $7.39B |
| Q2 2021 | 297 | $8.06B |
| Q1 2021 | 314 | $7.93B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding US Foods Holding Corp.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 24,070,384 | $838.4M | 0.06% | +3,404,394+16.5% | Added |
| Sachem Head Capital Management LP | 20,209,852 | $703.9M | 16.56% | +13,406,300+197.0% | Added |
| Vanguard Group Inc | 18,673,480 | $650.4M | 0.01% | +142,195+0.8% | Added |
| Invesco Ltd. | 15,887,719 | $553.4M | 0.13% | −734,107−4.4% | Reduced |
| Boston Partners | 12,618,051 | $439.6M | 0.53% | +1,266,175+11.2% | Added |
| JPMorgan Chase & Co | 9,402,201 | $327.5M | 0.04% | −1,570,416−14.3% | Reduced |
| Longview Partners (Guernsey) LTD | 9,128,646 | $318.0M | 2.03% | −606,714−6.2% | Reduced |
| BlackRock Inc. | 8,583,406 | $299.0M | 0.01% | +91,106+1.1% | Added |
| Bessemer Group Inc | 7,439,354 | $259.1M | 0.52% | +154,663+2.1% | Added |
| Leonard Green & Partners, L.P. | 7,000,000 | $243.8M | 2.27% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,918,329 | $206.1M | 0.71% | −219,638−3.6% | Reduced |
| Clarkston Capital Partners, LLC | 4,503,955 | $156.9M | 2.69% | +119,000+2.7% | Added |
| Dimensional Fund Advisors LP | 4,121,382 | $143.5M | 0.04% | −28,414−0.7% | Reduced |
| Dorsal Capital Management, LLC | 3,600,000 | $125.4M | 7.37% | +150,000+4.3% | Added |
| Nordea Investment Management AB | 3,526,316 | $123.1M | 0.15% | +353,108+11.1% | Added |
| State Street Corp | 3,290,424 | $114.6M | 0.01% | +38,385+1.2% | Added |
| Wellington Management Group LLP | 2,985,088 | $104.0M | 0.02% | −160,986−5.1% | Reduced |
| Geode Capital Management, LLC | 2,739,444 | $95.4M | 0.01% | +95,528+3.6% | Added |
| Marshall Wace, LLP | 2,209,353 | $77.0M | 0.15% | +2,136,212+2,920.7% | Added |
| Norges Bank | 2,061,473 | $71.8M | 0.01% | −10,864−0.5% | Reduced |
| TimesSquare Capital Management, LLC | 1,679,800 | $58.5M | 0.52% | −49,700−2.9% | Reduced |
| Glenview Capital Management, LLC | 1,619,112 | $56.4M | 1.22% | +1,619,112 | New |
| Hawk Ridge Capital Management LP | 1,599,049 | $55.7M | 3.43% | +62,325+4.1% | Added |
| Ameriprise Financial Inc | 1,582,451 | $55.1M | 0.02% | −1,522−0.1% | Reduced |
| Nuveen Asset Management, LLC | 1,580,754 | $55.1M | 0.02% | −9,409−0.6% | Reduced |
| Neuberger Berman Group LLC | 1,564,813 | $54.5M | 0.04% | +10,718+0.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,558,350 | $54.3M | 0.66% | +1,558,350 | New |
| Dendur Capital LP | 1,553,105 | $54.1M | 7.95% | +375,475+31.9% | Added |
| Solus Alternative Asset Management LP | 1,451,266 | $50.5M | 11.11% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,443,778 | $50.3M | 0.01% | +58,179+4.2% | Added |
| Lazard Asset Management LLC | 1,356,669 | $47.3M | 0.05% | −26,690−1.9% | Reduced |
| Fred Alger Management, LLC | 1,295,854 | $45.1M | 0.11% | +104,802+8.8% | Added |
| Wedge Capital Management L L P | 1,195,385 | $41.6M | 0.52% | −50,863−4.1% | Reduced |
| Ensign Peak Advisors, Inc | 1,169,191 | $40.7M | 0.08% | +40,355+3.6% | Added |
| Factory Mutual Insurance Co | 1,045,600 | $34.7M | 0.50% | −185,504−15.1% | Reduced |
| Morgan Stanley | 989,407 | $34.5M | 0.00% | −436,062−30.6% | Reduced |
| Northern Trust Corp | 980,312 | $34.1M | 0.01% | +5,721+0.6% | Added |
| Polar Capital Holdings Plc | 904,733 | $31.5M | 0.16% | 00.0% | Unchanged |
| Pictet Asset Management SA | 871,964 | $30.4M | 0.03% | −1,028,301−54.1% | Reduced |
| Bank of New York Mellon Corp | 857,734 | $29.9M | 0.01% | +31,055+3.8% | Added |
| Legion Partners Asset Management, LLC | 837,406 | $29.2M | 7.18% | +837,406 | New |
| UBS Asset Management Americas Inc | 830,121 | $28.9M | 0.01% | −497,668−37.5% | Reduced |
| Millennium Management LLC | 724,485 | $25.2M | 0.03% | +669,637+1,220.9% | Added |
| Raymond James & Associates | 676,137 | $23.6M | 0.02% | −29,434−4.2% | Reduced |
| Manufacturers Life Insurance Company, The | 676,001 | $23.5M | 0.01% | −2,990−0.4% | Reduced |
| Goldman Sachs Group Inc | 648,792 | $22.6M | 0.01% | −1,982,461−75.3% | Reduced |
| STRS Ohio | 620,000 | $21.6M | 0.07% | +45,000+7.8% | Added |
| FIL Ltd | 609,926 | $21.2M | 0.02% | −47,076−7.2% | Reduced |
| Parametric Portfolio Associates LLC | 574,199 | $20.0M | 0.01% | −71,115−11.0% | Reduced |
| Alberta Investment Management Corp | 557,284 | $19.4M | 0.12% | +509,584+1,068.3% | Added |
| Chescapmanager LLC | 552,625 | $19.2M | 2.92% | 00.0% | Unchanged |
| Majedie Asset Management Ltd | 520,549 | $18.2M | 1.38% | −191,668−26.9% | Reduced |
| Islet Management, LP | 500,000 | $17.4M | 0.96% | +500,000 | New |
| Canada Pension Plan Investment Board | 497,880 | $17.3M | 0.02% | −859,301−63.3% | Reduced |
| Sapience Investments, LLC | 488,855 | $17.0M | 1.94% | +90,702+22.8% | Added |
| Bank of America Corp | 484,283 | $16.9M | 0.00% | −32,226−6.2% | Reduced |
| Sunriver Management LLC | 481,609 | $16.8M | 2.65% | −635,279−56.9% | Reduced |
| National Bank of Canada | 475,235 | $16.6M | 0.07% | +475,235 | New |
| California Public Employees Retirement System | 471,747 | $16.4M | 0.01% | −22,617−4.6% | Reduced |
| Great Lakes Advisors, LLC | 467,718 | $16.3M | 0.25% | −284,530−37.8% | Reduced |
| Swiss National Bank | 464,655 | $16.2M | 0.01% | −1,100−0.2% | Reduced |
| Ararat Capital Management, LP | 445,492 | $15.5M | 4.90% | +54,541+14.0% | Added |
| Legal & General Group Plc | 390,497 | $13.6M | 0.00% | −52,225−11.8% | Reduced |
| Kehrs Ridge Capital,LLC | 350,000 | $12.2M | 4.18% | +180,000+105.9% | Added |
| Macquarie Group Ltd | 328,049 | $11.4M | 0.01% | −10,982−3.2% | Reduced |
| NewEdge Wealth, LLC | 311,380 | $10.8M | 0.45% | +49,737+19.0% | Added |
| California State Teachers Retirement System | 303,236 | $10.6M | 0.01% | −62,381−17.1% | Reduced |
| CIBC Private Wealth Group, LLC | 284,468 | $9.91M | 0.02% | −25,625−8.3% | Reduced |
| UBS Group AG | 274,407 | $9.56M | 0.00% | −1,349,453−83.1% | Reduced |
| State Board of Administration of Florida Retirement System | 263,760 | $9.19M | 0.02% | −1,107−0.4% | Reduced |
| VeriStar Capital Management LP | 247,162 | $8.61M | 6.91% | +247,162 | New |
| New York State Common Retirement Fund | 232,926 | $8.11M | 0.01% | −3,690−1.6% | Reduced |
| Crestline Management, LP | 220,000 | $7.66M | 0.58% | +220,000 | New |
| Guggenheim Capital LLC | 210,900 | $7.35M | 0.04% | −240.0% | Reduced |
| Deutsche Bank AG | 209,464 | $7.30M | 0.00% | −1,346,118−86.5% | Reduced |
| Rhumbline Advisers | 208,936 | $7.28M | 0.01% | +6,237+3.1% | Added |
| Comerica Bank | 204,004 | $7.21M | 0.05% | −197,123−49.1% | Reduced |
| Driehaus Capital Management LLC | 203,000 | $7.07M | 0.07% | +203,000 | New |
| Sonic Fund II, L.P. | 200,000 | $6.97M | 4.51% | 00.0% | Unchanged |
| Wells Fargo & Company | 196,049 | $6.83M | 0.00% | −30,154−13.3% | Reduced |
| Spears Abacus Advisors LLC | 185,439 | $6.46M | 0.44% | +185,439 | New |
| Skandinaviska Enskilda Banken AB (publ) | 182,340 | $6.33M | 0.03% | +24,000+15.2% | Added |
| Twinbeech Capital LP | 179,609 | $6.26M | 0.36% | +179,609 | New |
| 13D Management LLC | 173,202 | $6.03M | 2.31% | +173,202 | New |
| Credit Suisse AG | 169,902 | $5.92M | 0.00% | −29,296−14.7% | Reduced |
| Victory Capital Management Inc | 156,927 | $5.47M | 0.01% | +127,557+434.3% | Added |
| Squarepoint Ops LLC | 153,928 | $5.36M | 0.03% | +131,314+580.7% | Added |
| AXA S.A. | 149,800 | $5.22M | 0.01% | −30,800−17.1% | Reduced |
| Gateway Investment Advisers LLC | 134,482 | $4.68M | 0.04% | +97,245+261.2% | Added |
| Allianz Asset Management GmbH | 130,008 | $4.53M | 0.00% | −63,088−32.7% | Reduced |
| Federated Hermes, Inc. | 126,270 | $4.40M | 0.01% | +126,270 | New |
| Price T Rowe Associates Inc | 125,554 | $4.37M | 0.00% | −9,712−7.2% | Reduced |
| State of New Jersey Common Pension Fund D | 124,297 | $4.33M | 0.01% | +138+0.1% | Added |
| Public Employees Retirement System of Ohio | 123,796 | $4.31M | 0.01% | −4,490−3.5% | Reduced |
| Colony Group LLC | 122,013 | $4.25M | 0.07% | −2,219−1.8% | Reduced |
| Russell Investments Group, Ltd. | 118,320 | $4.12M | 0.01% | −40,972−25.7% | Reduced |
| Alliancebernstein L.P. | 116,536 | $4.06M | 0.00% | −3,145−2.6% | Reduced |
| CastleKnight Management LP | 110,000 | $3.83M | 1.39% | +110,000 | New |
| Royal Bank of Canada | 103,996 | $3.62M | 0.00% | +35,422+51.7% | Added |
| Group One Trading, L.P. | 102,282 | $3.56M | 0.07% | −13,063−11.3% | Reduced |