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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.

Institutional holdersQ4 2021: 311 institutions
Q1 2021: 314 institutionsQ2 2021: 297 institutionsQ3 2021: 302 institutionsQ4 2021: 311 institutionsQ1 2022: 316 institutionsQ2 2022: 303 institutionsQ3 2022: 302 institutionsQ4 2022: 319 institutionsQ1 2023: 357 institutionsQ2 2023: 398 institutionsQ3 2023: 394 institutionsQ4 2023: 422 institutionsQ1 2024: 440 institutionsQ2 2024: 452 institutionsQ3 2024: 505 institutionsQ4 2024: 584 institutionsQ1 2025: 596 institutionsQ2 2025: 635 institutionsQ3 2025: 646 institutionsQ4 2025: 648 institutionsQ1 2026: 679 institutionsQ2 2026: 673 institutions
Value heldQ4 2021: $7.60B
Q1 2021: $7.93BQ2 2021: $8.06BQ3 2021: $7.39BQ4 2021: $7.60BQ1 2022: $8.35BQ2 2022: $6.74BQ3 2022: $5.83BQ4 2022: $7.46BQ1 2023: $8.71BQ2 2023: $10.8BQ3 2023: $9.79BQ4 2023: $11.0BQ1 2024: $13.1BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $15.5BQ1 2025: $15.3BQ2 2025: $17.9BQ3 2025: $17.5BQ4 2025: $17.4BQ1 2026: $21.3BQ2 2026: $24.1B
Institutions holding USFD and their total value by quarter
QuarterHoldersValue
Q2 2026673$24.1B
Q1 2026679$21.3B
Q4 2025648$17.4B
Q3 2025646$17.5B
Q2 2025635$17.9B
Q1 2025596$15.3B
Q4 2024584$15.5B
Q3 2024505$14.1B
Q2 2024452$13.0B
Q1 2024440$13.1B
Q4 2023422$11.0B
Q3 2023394$9.79B
Q2 2023398$10.8B
Q1 2023357$8.71B
Q4 2022319$7.46B
Q3 2022302$5.83B
Q2 2022303$6.74B
Q1 2022316$8.35B
Q4 2021311$7.60B
Q3 2021302$7.39B
Q2 2021297$8.06B
Q1 2021314$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.

Institutions holding USFD in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Securities LLC68,944$2.40M0.65%+8,869+14.8%Added
Commonwealth Equity Services, LLC74,531$2.60M0.01%+794+1.1%Added
Natixis77,000$2.68M0.01%+77,000New
Bank of Montreal76,974$2.68M0.00%+71,263+1,247.8%Added
Treasurer of the State of North Carolina80,084$2.79M0.01%+530+0.7%Added
Tudor Investment Corp Et Al80,987$2.82M0.05%−68,879−46.0%Reduced
Susquehanna International Group, LLP82,138$2.86M0.00%+82,138New
Envestnet Asset Management Inc86,009$3.00M0.00%−269−0.3%Reduced
Blue Zone Wealth Advisors, LLC95,580$3.33M1.10%+4,400+4.8%Added
Engineers Gate Manager LP98,020$3.41M0.15%+98,020New
First Trust Advisors LP100,927$3.52M0.00%+78,349+347.0%Added
Group One Trading, L.P.102,282$3.56M0.07%−13,063−11.3%Reduced
Royal Bank of Canada103,996$3.62M0.00%+35,422+51.7%Added
CastleKnight Management LP110,000$3.83M1.39%+110,000New
Alliancebernstein L.P.116,536$4.06M0.00%−3,145−2.6%Reduced
Russell Investments Group, Ltd.118,320$4.12M0.01%−40,972−25.7%Reduced
Colony Group LLC122,013$4.25M0.07%−2,219−1.8%Reduced
Public Employees Retirement System of Ohio123,796$4.31M0.01%−4,490−3.5%Reduced
State of New Jersey Common Pension Fund D124,297$4.33M0.01%+138+0.1%Added
Price T Rowe Associates Inc125,554$4.37M0.00%−9,712−7.2%Reduced
Federated Hermes, Inc.126,270$4.40M0.01%+126,270New
Allianz Asset Management GmbH130,008$4.53M0.00%−63,088−32.7%Reduced
Gateway Investment Advisers LLC134,482$4.68M0.04%+97,245+261.2%Added
AXA S.A.149,800$5.22M0.01%−30,800−17.1%Reduced
Squarepoint Ops LLC153,928$5.36M0.03%+131,314+580.7%Added
Victory Capital Management Inc156,927$5.47M0.01%+127,557+434.3%Added
Credit Suisse AG169,902$5.92M0.00%−29,296−14.7%Reduced
13D Management LLC173,202$6.03M2.31%+173,202New
Twinbeech Capital LP179,609$6.26M0.36%+179,609New
Skandinaviska Enskilda Banken AB (publ)182,340$6.33M0.03%+24,000+15.2%Added
Spears Abacus Advisors LLC185,439$6.46M0.44%+185,439New
Wells Fargo & Company196,049$6.83M0.00%−30,154−13.3%Reduced
Sonic Fund II, L.P.200,000$6.97M4.51%00.0%Unchanged
Driehaus Capital Management LLC203,000$7.07M0.07%+203,000New
Comerica Bank204,004$7.21M0.05%−197,123−49.1%Reduced
Rhumbline Advisers208,936$7.28M0.01%+6,237+3.1%Added
Deutsche Bank AG209,464$7.30M0.00%−1,346,118−86.5%Reduced
Guggenheim Capital LLC210,900$7.35M0.04%−240.0%Reduced
Crestline Management, LP220,000$7.66M0.58%+220,000New
New York State Common Retirement Fund232,926$8.11M0.01%−3,690−1.6%Reduced
VeriStar Capital Management LP247,162$8.61M6.91%+247,162New
State Board of Administration of Florida Retirement System263,760$9.19M0.02%−1,107−0.4%Reduced
UBS Group AG274,407$9.56M0.00%−1,349,453−83.1%Reduced
CIBC Private Wealth Group, LLC284,468$9.91M0.02%−25,625−8.3%Reduced
California State Teachers Retirement System303,236$10.6M0.01%−62,381−17.1%Reduced
NewEdge Wealth, LLC311,380$10.8M0.45%+49,737+19.0%Added
Macquarie Group Ltd328,049$11.4M0.01%−10,982−3.2%Reduced
Kehrs Ridge Capital,LLC350,000$12.2M4.18%+180,000+105.9%Added
Legal & General Group Plc390,497$13.6M0.00%−52,225−11.8%Reduced
Ararat Capital Management, LP445,492$15.5M4.90%+54,541+14.0%Added
Swiss National Bank464,655$16.2M0.01%−1,100−0.2%Reduced
Great Lakes Advisors, LLC467,718$16.3M0.25%−284,530−37.8%Reduced
California Public Employees Retirement System471,747$16.4M0.01%−22,617−4.6%Reduced
National Bank of Canada475,235$16.6M0.07%+475,235New
Sunriver Management LLC481,609$16.8M2.65%−635,279−56.9%Reduced
Bank of America Corp484,283$16.9M0.00%−32,226−6.2%Reduced
Sapience Investments, LLC488,855$17.0M1.94%+90,702+22.8%Added
Canada Pension Plan Investment Board497,880$17.3M0.02%−859,301−63.3%Reduced
Islet Management, LP500,000$17.4M0.96%+500,000New
Majedie Asset Management Ltd520,549$18.2M1.38%−191,668−26.9%Reduced
Chescapmanager LLC552,625$19.2M2.92%00.0%Unchanged
Alberta Investment Management Corp557,284$19.4M0.12%+509,584+1,068.3%Added
Parametric Portfolio Associates LLC574,199$20.0M0.01%−71,115−11.0%Reduced
FIL Ltd609,926$21.2M0.02%−47,076−7.2%Reduced
STRS Ohio620,000$21.6M0.07%+45,000+7.8%Added
Goldman Sachs Group Inc648,792$22.6M0.01%−1,982,461−75.3%Reduced
Manufacturers Life Insurance Company, The676,001$23.5M0.01%−2,990−0.4%Reduced
Raymond James & Associates676,137$23.6M0.02%−29,434−4.2%Reduced
Millennium Management LLC724,485$25.2M0.03%+669,637+1,220.9%Added
UBS Asset Management Americas Inc830,121$28.9M0.01%−497,668−37.5%Reduced
Legion Partners Asset Management, LLC837,406$29.2M7.18%+837,406New
Bank of New York Mellon Corp857,734$29.9M0.01%+31,055+3.8%Added
Pictet Asset Management SA871,964$30.4M0.03%−1,028,301−54.1%Reduced
Polar Capital Holdings Plc904,733$31.5M0.16%00.0%Unchanged
Northern Trust Corp980,312$34.1M0.01%+5,721+0.6%Added
Morgan Stanley989,407$34.5M0.00%−436,062−30.6%Reduced
Factory Mutual Insurance Co1,045,600$34.7M0.50%−185,504−15.1%Reduced
Ensign Peak Advisors, Inc1,169,191$40.7M0.08%+40,355+3.6%Added
Wedge Capital Management L L P1,195,385$41.6M0.52%−50,863−4.1%Reduced
Fred Alger Management, LLC1,295,854$45.1M0.11%+104,802+8.8%Added
Lazard Asset Management LLC1,356,669$47.3M0.05%−26,690−1.9%Reduced
Charles Schwab Investment Management Inc1,443,778$50.3M0.01%+58,179+4.2%Added
Solus Alternative Asset Management LP1,451,266$50.5M11.11%00.0%Unchanged
Dendur Capital LP1,553,105$54.1M7.95%+375,475+31.9%Added
Maverick Capital LtdSuperinvestorMaverick Capital1,558,350$54.3M0.66%+1,558,350New
Neuberger Berman Group LLC1,564,813$54.5M0.04%+10,718+0.7%Added
Nuveen Asset Management, LLC1,580,754$55.1M0.02%−9,409−0.6%Reduced
Ameriprise Financial Inc1,582,451$55.1M0.02%−1,522−0.1%Reduced
Hawk Ridge Capital Management LP1,599,049$55.7M3.43%+62,325+4.1%Added
Glenview Capital Management, LLC1,619,112$56.4M1.22%+1,619,112New
TimesSquare Capital Management, LLC1,679,800$58.5M0.52%−49,700−2.9%Reduced
Norges Bank2,061,473$71.8M0.01%−10,864−0.5%Reduced
Marshall Wace, LLP2,209,353$77.0M0.15%+2,136,212+2,920.7%Added
Geode Capital Management, LLC2,739,444$95.4M0.01%+95,528+3.6%Added
Wellington Management Group LLP2,985,088$104.0M0.02%−160,986−5.1%Reduced
State Street Corp3,290,424$114.6M0.01%+38,385+1.2%Added
Nordea Investment Management AB3,526,316$123.1M0.15%+353,108+11.1%Added
Dorsal Capital Management, LLC3,600,000$125.4M7.37%+150,000+4.3%Added
Dimensional Fund Advisors LP4,121,382$143.5M0.04%−28,414−0.7%Reduced
Clarkston Capital Partners, LLC4,503,955$156.9M2.69%+119,000+2.7%Added