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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 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.

Institutional holdersQ4 2022: 319 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 2022: $7.46B
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 2022

Shares, value and share of portfolio for each institution holding US Foods Holding Corp.; share changes are against Q3 2022.

Institutions holding USFD in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Gotham Asset Management, LLC61,628$2.10M0.06%+31,624+105.4%Added
Vestcor Inc62,000$2.11M0.08%+62,000New
Bessemer Securities LLC62,215$2.12M0.95%00.0%Unchanged
Jupiter Asset Management Ltd66,767$2.27M0.03%+66,767New
Quantinno Capital Management LP70,977$2.42M0.18%+39,806+127.7%Added
Amalgamated Bank71,830$2.44M0.02%+33,453+87.2%Added
Teacher Retirement System of Texas78,523$2.67M0.02%+18,441+30.7%Added
Janus Henderson Group PLC78,664$2.68M0.00%−71,172−47.5%Reduced
Voloridge Investment Management, LLC79,314$2.70M0.02%+79,314New
Bridgewater Associates, LP82,229$2.80M0.02%+29,447+55.8%Added
Treasurer of the State of North Carolina87,596$2.98M0.02%+1,110+1.3%Added
LPL Financial LLC88,131$3.00M0.00%+2,570+3.0%Added
Algert Global LLC89,962$3.06M0.17%−40,690−31.1%Reduced
Two Sigma Investments, LP91,500$3.11M0.01%+91,500New
Schonfeld Strategic Advisors LLC95,945$3.26M0.03%−23,636−19.8%Reduced
CastleKnight Management LP97,400$3.31M0.96%−56,900−36.9%Reduced
Cubist Systematic Strategies, LLC98,662$3.36M0.03%+15,611+18.8%Added
HighTower Advisors, LLC101,041$3.43M0.01%+82,360+440.9%Added
Alliancebernstein L.P.104,213$3.55M0.00%−3,551−3.3%Reduced
Graticule Asia Macro Advisors LLC104,301$3.55M1.29%+104,301New
Blue Zone Wealth Advisors, LLC104,890$3.57M1.91%+1,048+1.0%Added
Royal Bank of Canada110,145$3.75M0.00%−3,648−3.2%Reduced
State of New Jersey Common Pension Fund D111,397$3.79M0.01%00.0%Unchanged
Public Employees Retirement System of Ohio114,392$3.89M0.02%+13,113+12.9%Added
Colony Group LLC117,584$4.00M0.06%−6,689−5.4%Reduced
Envestnet Asset Management Inc118,189$4.02M0.00%+29,729+33.6%Added
Price T Rowe Associates Inc120,541$4.10M0.00%−7,180−5.6%Reduced
UBS Group AG134,405$4.57M0.00%−33,925−20.2%Reduced
Gateway Investment Advisers LLC134,482$4.58M0.06%00.0%Unchanged
Brant Point Investment Management LLC144,019$4.90M1.39%+144,019New
Healthcare of Ontario Pension Plan Trust Fund144,900$4.93M0.02%−27,100−15.8%Reduced
Deutsche Bank AG145,103$4.94M0.00%+12,836+9.7%Added
13D Management LLC153,587$5.23M2.75%−16,088−9.5%Reduced
AXA S.A.158,200$5.38M0.02%−55,800−26.1%Reduced
Teilinger Capital Ltd.163,700$5.57M1.93%−121,800−42.7%Reduced
Comerica Bank156,242$5.77M0.04%−8,361−5.1%Reduced
Wells Fargo & Company182,963$6.22M0.00%−357−0.2%Reduced
Canada Pension Plan Investment Board190,800$6.49M0.01%+83,400+77.7%Added
New York State Common Retirement Fund191,458$6.51M0.01%−257−0.1%Reduced
Man Group plc193,468$6.58M0.02%+43,797+29.3%Added
Sonic GP LLC200,000$6.80M5.11%+200,000New
Barclays PLC236,315$8.04M0.01%−16,455−6.5%Reduced
State Board of Administration of Florida Retirement System240,830$8.19M0.02%−17,444−6.8%Reduced
Rhumbline Advisers242,213$8.24M0.01%+11,731+5.1%Added
Credit Suisse AG250,380$8.52M0.01%+42,670+20.5%Added
California State Teachers Retirement System260,541$8.86M0.01%+3,452+1.3%Added
Legion Partners Asset Management, LLC265,185$9.02M3.06%−745,300−73.8%Reduced
STRS Ohio273,868$9.32M0.04%−55,317−16.8%Reduced
Macquarie Group Ltd298,864$10.2M0.01%−7,895−2.6%Reduced
State of Wisconsin Investment Board308,794$10.5M0.03%−12,155−3.8%Reduced
VeriStar Capital Management LP320,192$10.9M10.51%+13,100+4.3%Added
Maplelane Capital, LLC321,999$11.0M3.68%+321,999New
Standard Life Aberdeen plc331,072$11.3M0.03%−135,202−29.0%Reduced
AQR Capital Management LLC337,157$11.5M0.03%+35,214+11.7%Added
Ararat Capital Management, LP362,265$12.3M4.11%+72,671+25.1%Added
Fred Alger Management, LLC370,032$12.6M0.07%−99,994−21.3%Reduced
Legal & General Group Plc378,558$12.9M0.00%+8,461+2.3%Added
UBS Asset Management Americas Inc411,501$14.0M0.01%+25,726+6.7%Added
Sapience Investments, LLC411,739$14.0M2.94%+11,157+2.8%Added
Tudor Investment Corp Et Al431,253$14.7M0.36%+119,483+38.3%Added
California Public Employees Retirement System447,776$15.2M0.01%−44,837−9.1%Reduced
CIBC Private Wealth Group, LLC467,343$15.9M0.05%+11,809+2.6%Added
Factory Mutual Insurance Co472,200$16.1M0.24%00.0%Unchanged
Pictet Asset Management SA476,411$16.2M0.02%−541,116−53.2%Reduced
Swiss National Bank487,955$16.6M0.01%+10,100+2.1%Added
Bank of America Corp524,220$17.8M0.00%+52,446+11.1%Added
Renaissance Technologies LLC562,600$19.1M0.03%−532,700−48.6%Reduced
Goldman Sachs Group Inc580,959$19.8M0.01%−200,041−25.6%Reduced
Aryeh Capital Management Ltd.614,300$20.9M15.54%00.0%Unchanged
Clearfield Capital Management LP623,719$21.2M30.74%−54,881−8.1%Reduced
Alberta Investment Management Corp624,329$21.2M0.19%00.0%Unchanged
First Trust Advisors LP663,369$22.6M0.03%+215,407+48.1%Added
Lazard Asset Management LLC714,162$24.3M0.03%−103,642−12.7%Reduced
Brahman Capital Corp.743,616$25.3M3.51%+743,616New
Chescapmanager LLC751,323$25.6M7.79%00.0%Unchanged
Wedge Capital Management L L P758,214$25.8M0.42%−245,876−24.5%Reduced
Polar Capital Holdings Plc789,173$26.8M0.21%−113,371−12.6%Reduced
FIL Ltd825,997$28.1M0.03%+76,046+10.1%Added
Bank of New York Mellon Corp834,831$28.4M0.01%−18,697−2.2%Reduced
Northern Trust Corp884,578$30.1M0.01%+14,263+1.6%Added
Morgan Stanley909,119$30.9M0.00%+305,875+50.7%Added
Raymond James & Associates1,024,638$34.9M0.03%+146,654+16.7%Added
Solus Alternative Asset Management LP1,114,761$37.9M11.04%−57,920−4.9%Reduced
Arrowstreet Capital, Limited Partnership1,139,400$38.8M0.05%+701,183+160.0%Added
Assenagon Asset Management S.A.1,202,659$40.9M0.17%−290,919−19.5%Reduced
Ensign Peak Advisors, Inc1,261,346$42.9M0.10%−60,840−4.6%Reduced
Neuberger Berman Group LLC1,347,072$45.8M0.04%−177,762−11.7%Reduced
Citadel Advisors LLC1,464,842$49.8M0.06%+1,423,993+3,486.0%Added
Dendur Capital LP1,469,605$50.0M9.59%+25,000+1.7%Added
Sessa Capital IM, L.P.1,480,171$50.4M3.10%+1,480,171New
Millennium Management LLC1,490,281$50.7M0.06%+873,530+141.6%Added
Charles Schwab Investment Management Inc1,508,420$51.3M0.02%+37,224+2.5%Added
Davidson Kempner Capital Management LP1,517,398$51.6M1.11%+406,696+36.6%Added
Nordea Investment Management AB1,628,836$55.4M0.09%−912,264−35.9%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital1,799,419$61.2M1.49%−7,113−0.4%Reduced
Nuveen Asset Management, LLC1,848,341$62.9M0.02%+300,124+19.4%Added
Victory Capital Management Inc1,884,877$64.1M0.07%+1,128+0.1%Added
Norges Bank2,026,924$69.0M0.02%−41,230−2.0%Reduced
Ameriprise Financial Inc2,511,456$85.4M0.03%+994,575+65.6%Added
Wellington Management Group LLP2,707,955$92.1M0.02%+339,111+14.3%Added