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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
Geode Capital Management, LLC2,729,325$92.9M0.01%+117,804+4.5%Added
State Street Corp3,274,652$111.4M0.01%−86,663−2.6%Reduced
Leonard Green & Partners, L.P.3,600,000$122.5M2.30%−2,800,000−43.8%Reduced
Atalan Capital Partners, LP3,600,000$122.5M11.61%00.0%Unchanged
Glenview Capital Management, LLC3,844,102$130.8M3.13%−780,760−16.9%Reduced
Dimensional Fund Advisors LP3,980,296$135.4M0.05%−23,397−0.6%Reduced
Dorsal Capital Management, LLC4,250,000$144.6M9.07%+250,000+6.3%Added
Bessemer Group Inc5,856,858$199.3M0.49%−23,671−0.4%Reduced
JPMorgan Chase & Co6,795,974$231.2M0.03%−361,051−5.0%Reduced
Ci Investments Inc.7,190,861$244.6M1.24%−143,071−2.0%Reduced
Clarkston Capital Partners, LLC7,883,742$268.2M5.06%+251,757+3.3%Added
Longview Partners (Guernsey) LTD8,220,629$279.7M2.22%−87,100−1.0%Reduced
BlackRock Inc.8,554,945$291.0M0.01%+317,713+3.9%Added
Invesco Ltd.13,292,972$452.2M0.13%+527,692+4.1%Added
Boston Partners14,928,566$509.8M0.69%+1,804,364+13.7%Added
Sachem Head Capital Management LP18,932,877$644.1M25.16%00.0%Unchanged
Vanguard Group Inc19,619,394$667.5M0.02%+428,561+2.2%Added
FMR LLC25,498,781$867.5M0.09%−313,829−1.2%Reduced
Tfo-TDC, LLC9––+9New
Epoch Investment Partners, Inc.0$00.00%−1,425,630−100.0%Sold out
Blackstone Group Inc.0$00.00%−656,808−100.0%Sold out
Mak Capital One LLC0$00.00%−544,696−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−431,100−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−408,810−100.0%Sold out
HRT Financial LP0$00.00%−356,749−100.0%Sold out
Liontrust Investment Partners LLP0$00.00%−209,335−100.0%Sold out
Sonic Fund II, L.P.0$00.00%−200,000−100.0%Sold out
Ergoteles LLC0$00.00%−177,429−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−97,062−100.0%Sold out
Simplex Trading, LLC0$00.00%−69,169−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−68,035−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−62,656−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−45,266−100.0%Sold out
CIBC World Markets Inc.0$00.00%−44,954−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−35,153−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−32,782−100.0%Sold out
Nomura Holdings Inc0$00.00%−32,385−100.0%Sold out
Trexquant Investment LP0$00.00%−28,528−100.0%Sold out
Clearline Capital LP0$00.00%−26,174−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−25,464−100.0%Sold out
ETF Managers Group, LLC0$00.00%−24,682−100.0%Sold out
Magnetar Financial LLC0$00.00%−21,343−100.0%Sold out
Cipher Capital LP0$00.00%−16,874−100.0%Sold out
Capital Fund Management S.A.0$00.00%−16,825−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−13,760−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−13,678−100.0%Sold out
Diametric Capital, LP0$00.00%−12,537−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−12,300−100.0%Sold out
Group One Trading, L.P.0$00.00%−12,252−100.0%Sold out
Foundry Partners, LLC0$00.00%−10,129−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−10,000−100.0%Sold out
Duality Advisers, LP0$00.00%−9,735−100.0%Sold out
TD Asset Management Inc0$00.00%−7,666−100.0%Sold out
Spears Abacus Advisors LLC0$00.00%−7,575−100.0%Sold out
Mitsubishi UFJ Trust & Banking Corp0$00.00%−852−100.0%Sold out
Meeder Asset Management Inc0$00.00%−241−100.0%Sold out
Leelyn Smith, LLC0$00.00%−240−100.0%Sold out
Whittier Trust Co0$00.00%−180−100.0%Sold out
Capital Analysts, LLC0$00.00%−110−100.0%Sold out
Professional Financial Advisors, LLC0$00.00%−100−100.0%Sold out
Howe & Rusling Inc0$00.00%−90−100.0%Sold out
Crewe Advisors LLC0$00.00%−92−100.0%Sold out
Community Bank, N.A.0$00.00%−39−100.0%Sold out
Oliver Lagore Vanvalin Investment Group0$00.00%−21−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−24−100.0%Sold out
Fifth Third Bancorp0$00.00%−15−100.0%Sold out
Asset Dedication, LLC0$00.00%−13−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−18−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−8−100.0%Sold out
Eaton Vance Management––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
American Portfolios Advisors––––Not filed