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 |
|---|---|---|---|---|---|
| Factory Mutual Insurance Co | 472,200 | $17.4M | 0.27% | 00.0% | Unchanged |
| Aryeh Capital Management Ltd. | 497,700 | $18.4M | 14.22% | −116,600−19.0% | Reduced |
| Legal & General Group Plc | 502,220 | $18.6M | 0.01% | +123,662+32.7% | Added |
| Wedge Capital Management L L P | 611,293 | $22.6M | 0.38% | −146,921−19.4% | Reduced |
| Rhumbline Advisers | 619,910 | $22.9M | 0.03% | +377,697+155.9% | Added |
| Alberta Investment Management Corp | 619,929 | $22.9M | 0.22% | −4,400−0.7% | Reduced |
| Clearfield Capital Management LP | 650,374 | $24.0M | 37.46% | +26,655+4.3% | Added |
| Lazard Asset Management LLC | 666,310 | $24.6M | 0.03% | −47,852−6.7% | Reduced |
| Citadel Advisors LLC | 693,821 | $25.6M | 0.03% | −771,021−52.6% | Reduced |
| Chescapmanager LLC | 741,323 | $27.4M | 7.66% | −10,000−1.3% | Reduced |
| Bank of America Corp | 741,423 | $27.4M | 0.00% | +217,203+41.4% | Added |
| Polar Capital Holdings Plc | 783,561 | $28.9M | 0.21% | −5,612−0.7% | Reduced |
| Principal Financial Group Inc | 809,673 | $29.9M | 0.02% | +790,362+4,092.8% | Added |
| Morgan Stanley | 820,111 | $30.3M | 0.00% | −89,008−9.8% | Reduced |
| Renaissance Technologies LLC | 829,300 | $30.6M | 0.04% | +266,700+47.4% | Added |
| FIL Ltd | 838,467 | $31.0M | 0.04% | +12,470+1.5% | Added |
| Ensign Peak Advisors, Inc | 843,448 | $31.2M | 0.07% | −417,898−33.1% | Reduced |
| Raymond James & Associates | 994,045 | $36.7M | 0.03% | −30,593−3.0% | Reduced |
| Silvercrest Asset Management Group LLC | 1,174,589 | $43.4M | 0.33% | +1,174,589 | New |
| Neuberger Berman Group LLC | 1,178,072 | $43.5M | 0.04% | −169,000−12.5% | Reduced |
| Millennium Management LLC | 1,190,570 | $44.0M | 0.05% | −299,711−20.1% | Reduced |
| Nordea Investment Management AB | 1,338,351 | $49.1M | 0.07% | −290,485−17.8% | Reduced |
| Brahman Capital Corp. | 1,385,361 | $51.2M | 6.29% | +641,745+86.3% | Added |
| Thrivent Financial for Lutherans | 1,462,802 | $54.0M | 0.13% | +1,421,671+3,456.4% | Added |
| First Trust Advisors LP | 1,467,588 | $54.2M | 0.06% | +804,219+121.2% | Added |
| Dendur Capital LP | 1,469,605 | $54.3M | 9.38% | 00.0% | Unchanged |
| Sessa Capital IM, L.P. | 1,480,171 | $54.7M | 2.25% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,504,930 | $55.6M | 0.02% | −3,490−0.2% | Reduced |
| Northern Trust Corp | 1,508,206 | $55.7M | 0.01% | +623,628+70.5% | Added |
| 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 |
| Victory Capital Management Inc | 1,673,371 | $61.8M | 0.07% | −211,506−11.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,721,091 | $63.6M | 1.63% | −78,328−4.4% | Reduced |
| Nuveen Asset Management, LLC | 1,865,294 | $68.9M | 0.03% | +16,953+0.9% | Added |
| Bank of New York Mellon Corp | 1,893,286 | $69.9M | 0.02% | +1,058,455+126.8% | Added |
| Norges Bank | 2,168,218 | $80.1M | 0.02% | +141,294+7.0% | Added |
| Wellington Management Group LLP | 2,725,038 | $100.7M | 0.02% | +17,083+0.6% | Added |
| Ameriprise Financial Inc | 2,753,320 | $101.7M | 0.03% | +241,864+9.6% | Added |
| Massachusetts Financial Services Co | 2,840,901 | $104.9M | 0.04% | +2,840,901 | New |
| Geode Capital Management, LLC | 2,855,840 | $105.5M | 0.01% | +126,515+4.6% | Added |
| Glenview Capital Management, LLC | 3,591,813 | $132.7M | 3.26% | −252,289−6.6% | Reduced |
| Atalan Capital Partners, LP | 3,675,400 | $135.8M | 11.41% | +75,400+2.1% | Added |
| Dimensional Fund Advisors LP | 3,964,804 | $146.5M | 0.05% | −15,492−0.4% | Reduced |
| Dorsal Capital Management, LLC | 4,400,000 | $162.5M | 6.28% | +150,000+3.5% | Added |
| Bessemer Group Inc | 5,464,608 | $201.9M | 0.48% | −392,250−6.7% | Reduced |
| State Street Corp | 5,756,405 | $212.6M | 0.01% | +2,481,753+75.8% | Added |
| Ci Investments Inc. | 6,332,725 | $233.9M | 1.18% | −858,136−11.9% | Reduced |
| JPMorgan Chase & Co | 6,494,037 | $239.9M | 0.03% | −301,937−4.4% | Reduced |
| Clarkston Capital Partners, LLC | 8,050,878 | $297.4M | 5.55% | +167,136+2.1% | Added |
| Longview Partners (Guernsey) LTD | 8,485,979 | $313.5M | 2.21% | +265,350+3.2% | Added |
| Invesco Ltd. | 12,048,502 | $445.1M | 0.12% | −1,244,470−9.4% | Reduced |
| Boston Partners | 15,620,889 | $577.6M | 0.79% | +692,323+4.6% | Added |
| BlackRock Inc. | 18,025,965 | $665.9M | 0.02% | +9,471,020+110.7% | Added |
| Sachem Head Capital Management LP | 18,932,877 | $699.4M | 30.97% | 00.0% | Unchanged |
| Vanguard Group Inc | 20,320,513 | $750.6M | 0.02% | +701,119+3.6% | Added |
| FMR LLC | 24,533,127 | $906.3M | 0.08% | −965,654−3.8% | Reduced |
| CIBC Private Wealth Group, LLC | 473,711 | – | – | +6,368+1.4% | Added |
| Leonard Green & Partners, L.P. | 0 | $0 | 0.00% | −3,600,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,139,400−100.0% | Sold out |
| Solus Alternative Asset Management LP | 0 | $0 | 0.00% | −1,114,761−100.0% | Sold out |
| Teilinger Capital Ltd. | 0 | $0 | 0.00% | −163,700−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −158,200−100.0% | Sold out |
| Blue Zone Wealth Advisors, LLC | 0 | $0 | 0.00% | −104,890−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −82,229−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −79,314−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −66,767−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −43,995−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −26,330−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −24,726−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −20,852−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −19,899−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −19,759−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −17,979−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −15,388−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −14,974−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,207−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,932−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −8,278−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −7,346−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −7,275−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −6,539−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,921−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −2,191−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,370−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,340−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Graticule Asia Macro Advisors LLC | – | – | – | – | Not filed |