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, Q1 2023
Institutional positions in US Foods Holding Corp. as of Mar 31, 2023. 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
- 357
- +40 vs. Q4 2022
- Shares held
- 236.2M
- +17.2M (+7.9%) vs. Q4 2022
- Total value
- $8.71B
- +$1.26B (+17.0%) vs. Q4 2022
- New holders
- 80
- 122 more added
- Sold out
- 40
- 99 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $17.4B |
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding US Foods Holding Corp.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 24,533,127 | $906.3M | 0.08% | −965,654−3.8% | Reduced |
| Vanguard Group Inc | 20,320,513 | $750.6M | 0.02% | +701,119+3.6% | Added |
| Sachem Head Capital Management LP | 18,932,877 | $699.4M | 30.97% | 00.0% | Unchanged |
| BlackRock Inc. | 18,025,965 | $665.9M | 0.02% | +9,471,020+110.7% | Added |
| Boston Partners | 15,620,889 | $577.6M | 0.79% | +692,323+4.6% | Added |
| Invesco Ltd. | 12,048,502 | $445.1M | 0.12% | −1,244,470−9.4% | Reduced |
| Longview Partners (Guernsey) LTD | 8,485,979 | $313.5M | 2.21% | +265,350+3.2% | Added |
| Clarkston Capital Partners, LLC | 8,050,878 | $297.4M | 5.55% | +167,136+2.1% | Added |
| JPMorgan Chase & Co | 6,494,037 | $239.9M | 0.03% | −301,937−4.4% | Reduced |
| Ci Investments Inc. | 6,332,725 | $233.9M | 1.18% | −858,136−11.9% | Reduced |
| State Street Corp | 5,756,405 | $212.6M | 0.01% | +2,481,753+75.8% | Added |
| Bessemer Group Inc | 5,464,608 | $201.9M | 0.48% | −392,250−6.7% | Reduced |
| Dorsal Capital Management, LLC | 4,400,000 | $162.5M | 6.28% | +150,000+3.5% | Added |
| Dimensional Fund Advisors LP | 3,964,804 | $146.5M | 0.05% | −15,492−0.4% | Reduced |
| Atalan Capital Partners, LP | 3,675,400 | $135.8M | 11.41% | +75,400+2.1% | Added |
| Glenview Capital Management, LLC | 3,591,813 | $132.7M | 3.26% | −252,289−6.6% | Reduced |
| Geode Capital Management, LLC | 2,855,840 | $105.5M | 0.01% | +126,515+4.6% | Added |
| Massachusetts Financial Services Co | 2,840,901 | $104.9M | 0.04% | +2,840,901 | New |
| Ameriprise Financial Inc | 2,753,320 | $101.7M | 0.03% | +241,864+9.6% | Added |
| Wellington Management Group LLP | 2,725,038 | $100.7M | 0.02% | +17,083+0.6% | Added |
| Norges Bank | 2,168,218 | $80.1M | 0.02% | +141,294+7.0% | Added |
| Bank of New York Mellon Corp | 1,893,286 | $69.9M | 0.02% | +1,058,455+126.8% | Added |
| Nuveen Asset Management, LLC | 1,865,294 | $68.9M | 0.03% | +16,953+0.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,721,091 | $63.6M | 1.63% | −78,328−4.4% | Reduced |
| Victory Capital Management Inc | 1,673,371 | $61.8M | 0.07% | −211,506−11.2% | Reduced |
| Davidson Kempner Capital Management LP | 1,607,596 | $59.4M | 1.24% | +90,198+5.9% | Added |
| Davidson Kempner Partners | 1,607,596 | $59.4M | 1.48% | +1,607,596 | New |
| Northern Trust Corp | 1,508,206 | $55.7M | 0.01% | +623,628+70.5% | Added |
| Charles Schwab Investment Management Inc | 1,504,930 | $55.6M | 0.02% | −3,490−0.2% | Reduced |
| Sessa Capital IM, L.P. | 1,480,171 | $54.7M | 2.25% | 00.0% | Unchanged |
| Dendur Capital LP | 1,469,605 | $54.3M | 9.38% | 00.0% | Unchanged |
| First Trust Advisors LP | 1,467,588 | $54.2M | 0.06% | +804,219+121.2% | Added |
| Thrivent Financial for Lutherans | 1,462,802 | $54.0M | 0.13% | +1,421,671+3,456.4% | Added |
| Brahman Capital Corp. | 1,385,361 | $51.2M | 6.29% | +641,745+86.3% | Added |
| Nordea Investment Management AB | 1,338,351 | $49.1M | 0.07% | −290,485−17.8% | Reduced |
| Millennium Management LLC | 1,190,570 | $44.0M | 0.05% | −299,711−20.1% | Reduced |
| Neuberger Berman Group LLC | 1,178,072 | $43.5M | 0.04% | −169,000−12.5% | Reduced |
| Silvercrest Asset Management Group LLC | 1,174,589 | $43.4M | 0.33% | +1,174,589 | New |
| Raymond James & Associates | 994,045 | $36.7M | 0.03% | −30,593−3.0% | Reduced |
| Ensign Peak Advisors, Inc | 843,448 | $31.2M | 0.07% | −417,898−33.1% | Reduced |
| FIL Ltd | 838,467 | $31.0M | 0.04% | +12,470+1.5% | Added |
| Renaissance Technologies LLC | 829,300 | $30.6M | 0.04% | +266,700+47.4% | Added |
| Morgan Stanley | 820,111 | $30.3M | 0.00% | −89,008−9.8% | Reduced |
| Principal Financial Group Inc | 809,673 | $29.9M | 0.02% | +790,362+4,092.8% | Added |
| Polar Capital Holdings Plc | 783,561 | $28.9M | 0.21% | −5,612−0.7% | Reduced |
| Bank of America Corp | 741,423 | $27.4M | 0.00% | +217,203+41.4% | Added |
| Chescapmanager LLC | 741,323 | $27.4M | 7.66% | −10,000−1.3% | Reduced |
| Citadel Advisors LLC | 693,821 | $25.6M | 0.03% | −771,021−52.6% | Reduced |
| Lazard Asset Management LLC | 666,310 | $24.6M | 0.03% | −47,852−6.7% | Reduced |
| Clearfield Capital Management LP | 650,374 | $24.0M | 37.46% | +26,655+4.3% | Added |
| Alberta Investment Management Corp | 619,929 | $22.9M | 0.22% | −4,400−0.7% | Reduced |
| Rhumbline Advisers | 619,910 | $22.9M | 0.03% | +377,697+155.9% | Added |
| Wedge Capital Management L L P | 611,293 | $22.6M | 0.38% | −146,921−19.4% | Reduced |
| Legal & General Group Plc | 502,220 | $18.6M | 0.01% | +123,662+32.7% | Added |
| Aryeh Capital Management Ltd. | 497,700 | $18.4M | 14.22% | −116,600−19.0% | Reduced |
| Factory Mutual Insurance Co | 472,200 | $17.4M | 0.27% | 00.0% | Unchanged |
| AQR Capital Management LLC | 451,175 | $16.6M | 0.04% | +114,018+33.8% | Added |
| Swiss National Bank | 436,855 | $16.1M | 0.01% | −51,100−10.5% | Reduced |
| Maplelane Capital, LLC | 430,000 | $15.9M | 1.62% | +108,001+33.5% | Added |
| Goldman Sachs Group Inc | 427,236 | $15.8M | 0.00% | −153,723−26.5% | Reduced |
| UBS Asset Management Americas Inc | 412,000 | $15.2M | 0.01% | +499+0.1% | Added |
| Cardinal Capital Management LLC | 410,600 | $15.2M | 0.54% | +410,600 | New |
| Liontrust Investment Partners LLP | 391,596 | $14.5M | 0.22% | +391,596 | New |
| Sapience Investments, LLC | 384,893 | $14.2M | 3.29% | −26,846−6.5% | Reduced |
| California Public Employees Retirement System | 375,593 | $13.9M | 0.01% | −72,183−16.1% | Reduced |
| Sasco Capital Inc | 362,440 | $13.4M | 1.65% | +362,440 | New |
| Macquarie Group Ltd | 352,132 | $13.0M | 0.02% | +53,268+17.8% | Added |
| Ararat Capital Management, LP | 350,660 | $13.0M | 4.17% | −11,605−3.2% | Reduced |
| Fred Alger Management, LLC | 342,520 | $12.7M | 0.07% | −27,512−7.4% | Reduced |
| Retirement Systems of Alabama | 319,300 | $11.8M | 0.05% | +319,300 | New |
| American International Group, Inc. | 315,745 | $11.7M | 0.08% | +313,669+15,109.3% | Added |
| American Century Companies Inc | 313,591 | $11.6M | 0.01% | +294,502+1,542.8% | Added |
| Alliancebernstein L.P. | 303,951 | $11.2M | 0.00% | +199,738+191.7% | Added |
| Schonfeld Strategic Advisors LLC | 285,500 | $10.5M | 0.10% | +189,555+197.6% | Added |
| State of Wisconsin Investment Board | 275,837 | $10.2M | 0.03% | −32,957−10.7% | Reduced |
| Janus Henderson Group PLC | 270,287 | $9.99M | 0.01% | +191,623+243.6% | Added |
| STRS Ohio | 267,833 | $9.89M | 0.04% | −6,035−2.2% | Reduced |
| California State Teachers Retirement System | 256,886 | $9.49M | 0.01% | −3,655−1.4% | Reduced |
| Credit Suisse AG | 252,441 | $9.33M | 0.01% | +2,061+0.8% | Added |
| VeriStar Capital Management LP | 247,162 | $9.13M | 8.33% | −73,030−22.8% | Reduced |
| Mackenzie Financial Corp | 241,406 | $8.92M | 0.01% | +198,822+466.9% | Added |
| State Board of Administration of Florida Retirement System | 240,830 | $8.90M | 0.02% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 228,326 | $8.43M | 0.02% | −102,746−31.0% | Reduced |
| New York State Common Retirement Fund | 218,010 | $8.05M | 0.01% | +26,552+13.9% | Added |
| Panagora Asset Management Inc | 216,546 | $8.00M | 0.05% | +216,546 | New |
| Impax Asset Management Group plc | 210,000 | $7.76M | 0.03% | +210,000 | New |
| Brookfield Asset Management Inc. | 206,625 | $7.63M | 0.03% | +206,625 | New |
| Legion Partners Asset Management, LLC | 205,185 | $7.58M | 2.23% | −60,000−22.6% | Reduced |
| Voya Investment Management LLC | 202,586 | $7.48M | 0.01% | +141,280+230.5% | Added |
| Sonic GP LLC | 200,000 | $7.39M | 5.64% | 00.0% | Unchanged |
| LMR Partners LLP | 200,000 | $7.39M | 0.16% | +200,000 | New |
| Rokos Capital Management LLP | 200,000 | $7.36M | 0.64% | +200,000 | New |
| Canada Pension Plan Investment Board | 190,800 | $7.05M | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 187,653 | $6.94M | 0.02% | +131,582+234.7% | Added |
| Tudor Investment Corp Et Al | 186,053 | $6.87M | 0.13% | −245,200−56.9% | Reduced |
| Wells Fargo & Company | 185,865 | $6.87M | 0.00% | +2,902+1.6% | Added |
| Texas Permanent School Fund | 183,531 | $6.78M | 0.07% | +183,531 | New |
| Man Group plc | – | $6.76M | 0.02% | – | – |
| Prudential Financial Inc | 174,889 | $6.46M | 0.01% | +154,632+763.4% | Added |
| Mutual of America Capital Management LLC | 164,545 | $6.08M | 0.07% | +164,545 | New |