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 2022
Institutional positions in US Foods Holding Corp. as of Dec 31, 2022. 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
- 319
- +20 vs. Q3 2022
- Shares held
- 219.2M
- −1.07M (−0.5%) vs. Q3 2022
- Total value
- $7.46B
- +$1.63B (+28.0%) vs. Q3 2022
- New holders
- 70
- 96 more added
- Sold out
- 50
- 109 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 | $17.5B |
| Q3 2025 | 646 | $17.7B |
| Q2 2025 | 635 | $18.0B |
| Q1 2025 | 596 | $15.4B |
| Q4 2024 | 584 | $15.5B |
| Q3 2024 | 505 | $14.3B |
| Q2 2024 | 452 | $13.3B |
| Q1 2024 | 440 | $13.7B |
| Q4 2023 | 422 | $11.3B |
| Q3 2023 | 394 | $9.79B |
| Q2 2023 | 398 | $10.8B |
| Q1 2023 | 357 | $9.77B |
| Q4 2022 | 319 | $7.46B |
| Q3 2022 | 302 | $5.84B |
| 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 2022
Shares, value and share of portfolio for each institution holding US Foods Holding Corp.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 25,498,781 | $867.5M | 0.09% | −313,829−1.2% | Reduced |
| Vanguard Group Inc | 19,619,394 | $667.5M | 0.02% | +428,561+2.2% | Added |
| Sachem Head Capital Management LP | 18,932,877 | $644.1M | 25.16% | 00.0% | Unchanged |
| Boston Partners | 14,928,566 | $509.8M | 0.69% | +1,804,364+13.7% | Added |
| Invesco Ltd. | 13,292,972 | $452.2M | 0.13% | +527,692+4.1% | Added |
| BlackRock Inc. | 8,554,945 | $291.0M | 0.01% | +317,713+3.9% | Added |
| Longview Partners (Guernsey) LTD | 8,220,629 | $279.7M | 2.22% | −87,100−1.0% | Reduced |
| Clarkston Capital Partners, LLC | 7,883,742 | $268.2M | 5.06% | +251,757+3.3% | Added |
| Ci Investments Inc. | 7,190,861 | $244.6M | 1.24% | −143,071−2.0% | Reduced |
| JPMorgan Chase & Co | 6,795,974 | $231.2M | 0.03% | −361,051−5.0% | Reduced |
| Bessemer Group Inc | 5,856,858 | $199.3M | 0.49% | −23,671−0.4% | Reduced |
| Dorsal Capital Management, LLC | 4,250,000 | $144.6M | 9.07% | +250,000+6.3% | Added |
| Dimensional Fund Advisors LP | 3,980,296 | $135.4M | 0.04% | −23,397−0.6% | Reduced |
| Glenview Capital Management, LLC | 3,844,102 | $130.8M | 3.13% | −780,760−16.9% | Reduced |
| Leonard Green & Partners, L.P. | 3,600,000 | $122.5M | 2.30% | −2,800,000−43.8% | Reduced |
| Atalan Capital Partners, LP | 3,600,000 | $122.5M | 11.61% | 00.0% | Unchanged |
| State Street Corp | 3,274,652 | $111.4M | 0.01% | −86,663−2.6% | Reduced |
| Geode Capital Management, LLC | 2,729,325 | $92.9M | 0.01% | +117,804+4.5% | Added |
| Wellington Management Group LLP | 2,707,955 | $92.1M | 0.02% | +339,111+14.3% | Added |
| Ameriprise Financial Inc | 2,511,456 | $85.4M | 0.03% | +994,575+65.6% | Added |
| Norges Bank | 2,026,924 | $69.0M | 0.02% | −41,230−2.0% | Reduced |
| Victory Capital Management Inc | 1,884,877 | $64.1M | 0.07% | +1,128+0.1% | Added |
| Nuveen Asset Management, LLC | 1,848,341 | $62.9M | 0.02% | +300,124+19.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,799,419 | $61.2M | 1.49% | −7,113−0.4% | Reduced |
| Nordea Investment Management AB | 1,628,836 | $55.4M | 0.09% | −912,264−35.9% | Reduced |
| Davidson Kempner Capital Management LP | 1,517,398 | $51.6M | 1.11% | +406,696+36.6% | Added |
| Charles Schwab Investment Management Inc | 1,508,420 | $51.3M | 0.02% | +37,224+2.5% | Added |
| Millennium Management LLC | 1,490,281 | $50.7M | 0.06% | +873,530+141.6% | Added |
| Sessa Capital IM, L.P. | 1,480,171 | $50.4M | 3.10% | +1,480,171 | New |
| Dendur Capital LP | 1,469,605 | $50.0M | 9.59% | +25,000+1.7% | Added |
| Citadel Advisors LLC | 1,464,842 | $49.8M | 0.06% | +1,423,993+3,486.0% | Added |
| Neuberger Berman Group LLC | 1,347,072 | $45.8M | 0.04% | −177,762−11.7% | Reduced |
| Ensign Peak Advisors, Inc | 1,261,346 | $42.9M | 0.10% | −60,840−4.6% | Reduced |
| Assenagon Asset Management S.A. | 1,202,659 | $40.9M | 0.17% | −290,919−19.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,139,400 | $38.8M | 0.05% | +701,183+160.0% | Added |
| Solus Alternative Asset Management LP | 1,114,761 | $37.9M | 11.04% | −57,920−4.9% | Reduced |
| Raymond James & Associates | 1,024,638 | $34.9M | 0.03% | +146,654+16.7% | Added |
| Morgan Stanley | 909,119 | $30.9M | 0.00% | +305,875+50.7% | Added |
| Northern Trust Corp | 884,578 | $30.1M | 0.01% | +14,263+1.6% | Added |
| Bank of New York Mellon Corp | 834,831 | $28.4M | 0.01% | −18,697−2.2% | Reduced |
| FIL Ltd | 825,997 | $28.1M | 0.03% | +76,046+10.1% | Added |
| Polar Capital Holdings Plc | 789,173 | $26.8M | 0.21% | −113,371−12.6% | Reduced |
| Wedge Capital Management L L P | 758,214 | $25.8M | 0.42% | −245,876−24.5% | Reduced |
| Chescapmanager LLC | 751,323 | $25.6M | 7.79% | 00.0% | Unchanged |
| Brahman Capital Corp. | 743,616 | $25.3M | 3.51% | +743,616 | New |
| Lazard Asset Management LLC | 714,162 | $24.3M | 0.03% | −103,642−12.7% | Reduced |
| First Trust Advisors LP | 663,369 | $22.6M | 0.03% | +215,407+48.1% | Added |
| Alberta Investment Management Corp | 624,329 | $21.2M | 0.19% | 00.0% | Unchanged |
| Clearfield Capital Management LP | 623,719 | $21.2M | 30.74% | −54,881−8.1% | Reduced |
| Aryeh Capital Management Ltd. | 614,300 | $20.9M | 15.54% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 580,959 | $19.8M | 0.01% | −200,041−25.6% | Reduced |
| Renaissance Technologies LLC | 562,600 | $19.1M | 0.03% | −532,700−48.6% | Reduced |
| Bank of America Corp | 524,220 | $17.8M | 0.00% | +52,446+11.1% | Added |
| Swiss National Bank | 487,955 | $16.6M | 0.01% | +10,100+2.1% | Added |
| Pictet Asset Management SA | 476,411 | $16.2M | 0.02% | −541,116−53.2% | Reduced |
| Factory Mutual Insurance Co | 472,200 | $16.1M | 0.24% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 467,343 | $15.9M | 0.05% | +11,809+2.6% | Added |
| California Public Employees Retirement System | 447,776 | $15.2M | 0.01% | −44,837−9.1% | Reduced |
| Tudor Investment Corp Et Al | 431,253 | $14.7M | 0.36% | +119,483+38.3% | Added |
| Sapience Investments, LLC | 411,739 | $14.0M | 2.94% | +11,157+2.8% | Added |
| UBS Asset Management Americas Inc | 411,501 | $14.0M | 0.01% | +25,726+6.7% | Added |
| Legal & General Group Plc | 378,558 | $12.9M | 0.00% | +8,461+2.3% | Added |
| Fred Alger Management, LLC | 370,032 | $12.6M | 0.07% | −99,994−21.3% | Reduced |
| Ararat Capital Management, LP | 362,265 | $12.3M | 4.11% | +72,671+25.1% | Added |
| AQR Capital Management LLC | 337,157 | $11.5M | 0.03% | +35,214+11.7% | Added |
| Standard Life Aberdeen plc | 331,072 | $11.3M | 0.03% | −135,202−29.0% | Reduced |
| Maplelane Capital, LLC | 321,999 | $11.0M | 3.68% | +321,999 | New |
| VeriStar Capital Management LP | 320,192 | $10.9M | 10.51% | +13,100+4.3% | Added |
| State of Wisconsin Investment Board | 308,794 | $10.5M | 0.03% | −12,155−3.8% | Reduced |
| Macquarie Group Ltd | 298,864 | $10.2M | 0.01% | −7,895−2.6% | Reduced |
| STRS Ohio | 273,868 | $9.32M | 0.04% | −55,317−16.8% | Reduced |
| Legion Partners Asset Management, LLC | 265,185 | $9.02M | 3.06% | −745,300−73.8% | Reduced |
| California State Teachers Retirement System | 260,541 | $8.86M | 0.01% | +3,452+1.3% | Added |
| Credit Suisse AG | 250,380 | $8.52M | 0.01% | +42,670+20.5% | Added |
| Rhumbline Advisers | 242,213 | $8.24M | 0.01% | +11,731+5.1% | Added |
| State Board of Administration of Florida Retirement System | 240,830 | $8.19M | 0.02% | −17,444−6.8% | Reduced |
| Barclays PLC | 236,315 | $8.04M | 0.01% | −16,455−6.5% | Reduced |
| Sonic GP LLC | 200,000 | $6.80M | 5.11% | +200,000 | New |
| Man Group plc | 193,468 | $6.58M | 0.02% | +43,797+29.3% | Added |
| New York State Common Retirement Fund | 191,458 | $6.51M | 0.01% | −257−0.1% | Reduced |
| Canada Pension Plan Investment Board | 190,800 | $6.49M | 0.01% | +83,400+77.7% | Added |
| Wells Fargo & Company | 182,963 | $6.22M | 0.00% | −357−0.2% | Reduced |
| Comerica Bank | 156,242 | $5.77M | 0.04% | −8,361−5.1% | Reduced |
| Teilinger Capital Ltd. | 163,700 | $5.57M | 1.93% | −121,800−42.7% | Reduced |
| AXA S.A. | 158,200 | $5.38M | 0.02% | −55,800−26.1% | Reduced |
| 13D Management LLC | 153,587 | $5.23M | 2.75% | −16,088−9.5% | Reduced |
| Deutsche Bank AG | 145,103 | $4.94M | 0.00% | +12,836+9.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 144,900 | $4.93M | 0.02% | −27,100−15.8% | Reduced |
| Brant Point Investment Management LLC | 144,019 | $4.90M | 1.39% | +144,019 | New |
| Gateway Investment Advisers LLC | 134,482 | $4.58M | 0.06% | 00.0% | Unchanged |
| UBS Group AG | 134,405 | $4.57M | 0.00% | −33,925−20.2% | Reduced |
| Price T Rowe Associates Inc | 120,541 | $4.10M | 0.00% | −7,180−5.6% | Reduced |
| Envestnet Asset Management Inc | 118,189 | $4.02M | 0.00% | +29,729+33.6% | Added |
| Colony Group LLC | 117,584 | $4.00M | 0.06% | −6,689−5.4% | Reduced |
| Public Employees Retirement System of Ohio | 114,392 | $3.89M | 0.02% | +13,113+12.9% | Added |
| State of New Jersey Common Pension Fund D | 111,397 | $3.79M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 110,145 | $3.75M | 0.00% | −3,648−3.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 104,890 | $3.57M | 1.91% | +1,048+1.0% | Added |
| Graticule Asia Macro Advisors LLC | 104,301 | $3.55M | 1.29% | +104,301 | New |
| Alliancebernstein L.P. | 104,213 | $3.55M | 0.00% | −3,551−3.3% | Reduced |