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, Q2 2023
Institutional positions in US Foods Holding Corp. as of Jun 30, 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
- 398
- +44 vs. Q1 2023
- Shares held
- 244.8M
- +10.2M (+4.4%) vs. Q1 2023
- Total value
- $10.8B
- +$2.04B (+23.3%) vs. Q1 2023
- New holders
- 77
- 146 more added
- Sold out
- 33
- 109 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding US Foods Holding Corp.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 23,153,717 | $1.02B | 0.09% | −1,379,410−5.6% | Reduced |
| Vanguard Group Inc | 22,415,924 | $986.3M | 0.02% | +2,095,411+10.3% | Added |
| BlackRock Inc. | 19,510,948 | $858.5M | 0.02% | +1,484,983+8.2% | Added |
| Sachem Head Capital Management LP | 18,932,877 | $833.0M | 37.74% | 00.0% | Unchanged |
| Boston Partners | 18,055,981 | $793.6M | 1.07% | +2,435,092+15.6% | Added |
| Invesco Ltd. | 11,943,849 | $525.5M | 0.14% | −104,653−0.9% | Reduced |
| Longview Partners (Guernsey) LTD | 8,283,079 | $364.5M | 2.39% | −202,900−2.4% | Reduced |
| Clarkston Capital Partners, LLC | 8,104,434 | $356.6M | 6.41% | +53,556+0.7% | Added |
| JPMorgan Chase & Co | 6,398,652 | $281.5M | 0.03% | −95,385−1.5% | Reduced |
| State Street Corp | 6,136,851 | $270.0M | 0.01% | +380,446+6.6% | Added |
| Ci Investments Inc. | 6,088,573 | $267.9M | 1.35% | −244,152−3.9% | Reduced |
| Bessemer Group Inc | 4,774,687 | $210.1M | 0.45% | −689,921−12.6% | Reduced |
| Dorsal Capital Management, LLC | 4,552,000 | $200.3M | 8.02% | +152,000+3.5% | Added |
| Dimensional Fund Advisors LP | 4,010,676 | $176.5M | 0.06% | +45,872+1.2% | Added |
| Massachusetts Financial Services Co | 3,946,838 | $173.7M | 0.06% | +1,105,937+38.9% | Added |
| Atalan Capital Partners, LP | 3,675,400 | $161.7M | 12.70% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 3,295,764 | $145.0M | 0.02% | +439,924+15.4% | Added |
| Wellington Management Group LLP | 2,671,101 | $117.5M | 0.02% | −53,937−2.0% | Reduced |
| Glenview Capital Management, LLC | 2,553,354 | $112.3M | 3.02% | −1,038,459−28.9% | Reduced |
| Norges Bank | 2,443,719 | $107.5M | 0.02% | +275,501+12.7% | Added |
| Ameriprise Financial Inc | 2,443,593 | $107.5M | 0.03% | −309,727−11.2% | Reduced |
| Silvercrest Asset Management Group LLC | 2,123,245 | $93.4M | 0.67% | +948,656+80.8% | Added |
| Bank of New York Mellon Corp | 2,111,786 | $92.9M | 0.02% | +218,500+11.5% | Added |
| Thrivent Financial for Lutherans | 1,809,815 | $79.6M | 0.18% | +347,013+23.7% | Added |
| Nuveen Asset Management, LLC | 1,799,977 | $79.2M | 0.03% | −65,317−3.5% | Reduced |
| Balyasny Asset Management LLC | 1,758,893 | $77.4M | 0.22% | +1,749,599+18,825.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,609,494 | $70.8M | 1.51% | −111,597−6.5% | Reduced |
| Northern Trust Corp | 1,607,934 | $70.7M | 0.01% | +99,728+6.6% | Added |
| Victory Capital Management Inc | 1,606,473 | $70.7M | 0.08% | −66,898−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,585,051 | $69.7M | 0.02% | +80,121+5.3% | Added |
| Sessa Capital IM, L.P. | 1,480,171 | $65.1M | 3.24% | 00.0% | Unchanged |
| Dendur Capital LP | 1,469,605 | $64.7M | 10.44% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,330,373 | $58.5M | 0.51% | +1,044,873+366.0% | Added |
| First Trust Advisors LP | 1,281,988 | $56.4M | 0.06% | −185,600−12.6% | Reduced |
| Nordea Investment Management AB | 1,210,347 | $53.0M | 0.07% | −128,004−9.6% | Reduced |
| Raymond James & Associates | 1,110,631 | $48.9M | 0.04% | +116,586+11.7% | Added |
| Neuberger Berman Group LLC | 1,052,931 | $46.3M | 0.04% | −125,141−10.6% | Reduced |
| Morgan Stanley | 910,723 | $40.1M | 0.00% | +90,612+11.0% | Added |
| Millennium Management LLC | 894,158 | $39.3M | 0.04% | −296,412−24.9% | Reduced |
| Principal Financial Group Inc | 850,973 | $37.4M | 0.03% | +41,300+5.1% | Added |
| Assenagon Asset Management S.A. | 840,017 | $37.0M | 0.14% | +708,272+537.6% | Added |
| Chescapmanager LLC | 741,323 | $32.6M | 7.83% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 733,258 | $32.3M | 0.07% | −110,190−13.1% | Reduced |
| Davidson Kempner Capital Management LP | 728,123 | $32.0M | 0.67% | −879,473−54.7% | Reduced |
| Polar Capital Holdings Plc | 716,350 | $31.5M | 0.22% | −67,211−8.6% | Reduced |
| Rhumbline Advisers | 694,313 | $30.5M | 0.03% | +74,403+12.0% | Added |
| CIBC Private Wealth Group, LLC | 689,539 | $30.3M | 0.07% | +215,828+45.6% | Added |
| Woodline Partners LP | 665,220 | $29.3M | 0.35% | +665,220 | New |
| Bank of America Corp | 644,024 | $28.3M | 0.00% | −97,399−13.1% | Reduced |
| Maplelane Capital, LLC | 603,747 | $26.6M | 2.26% | +173,747+40.4% | Added |
| Legal & General Group Plc | 570,585 | $25.1M | 0.01% | +68,365+13.6% | Added |
| Cardinal Capital Management LLC | 554,553 | $24.4M | 0.92% | +143,953+35.1% | Added |
| Prudential Financial Inc | 551,158 | $24.3M | 0.04% | +376,269+215.1% | Added |
| FIL Ltd | 543,483 | $23.9M | 0.03% | −294,984−35.2% | Reduced |
| Brahman Capital Corp. | 536,225 | $23.6M | 6.41% | −849,136−61.3% | Reduced |
| Alberta Investment Management Corp | 509,584 | $22.4M | 0.22% | −110,345−17.8% | Reduced |
| Aryeh Capital Management Ltd. | 475,865 | $20.9M | 15.44% | −21,835−4.4% | Reduced |
| Factory Mutual Insurance Co | 472,200 | $20.8M | 0.31% | 00.0% | Unchanged |
| AQR Capital Management LLC | 459,880 | $20.1M | 0.04% | +8,705+1.9% | Added |
| Lazard Asset Management LLC | 455,641 | $20.0M | 0.02% | −210,669−31.6% | Reduced |
| Swiss National Bank | 454,455 | $20.0M | 0.01% | +17,600+4.0% | Added |
| Goldman Sachs Group Inc | 448,699 | $19.7M | 0.01% | +21,463+5.0% | Added |
| Intrinsic Edge Capital Management LLC | 447,257 | $19.7M | 1.53% | +447,257 | New |
| Holocene Advisors, LP | 412,660 | $18.2M | 0.08% | +412,660 | New |
| Clearfield Capital Management LP | 402,545 | $17.7M | 15.97% | −247,829−38.1% | Reduced |
| Macquarie Group Ltd | 389,506 | $17.1M | 0.02% | +37,374+10.6% | Added |
| California Public Employees Retirement System | 380,232 | $16.7M | 0.01% | +4,639+1.2% | Added |
| Sasco Capital Inc | 358,420 | $15.8M | 1.87% | −4,020−1.1% | Reduced |
| Wedge Capital Management L L P | 351,703 | $15.5M | 0.25% | −259,590−42.5% | Reduced |
| Ararat Capital Management, LP | 350,660 | $15.4M | 5.16% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 412,000 | $15.2M | 0.01% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 343,956 | $15.1M | 0.07% | +24,656+7.7% | Added |
| American International Group, Inc. | 341,828 | $15.0M | 0.09% | +26,083+8.3% | Added |
| Sapience Investments, LLC | 335,394 | $14.8M | 3.32% | −49,499−12.9% | Reduced |
| Alliancebernstein L.P. | 332,101 | $14.6M | 0.01% | +28,150+9.3% | Added |
| STRS Ohio | 329,166 | $14.5M | 0.06% | +61,333+22.9% | Added |
| Fred Alger Management, LLC | 326,712 | $14.4M | 0.07% | −15,808−4.6% | Reduced |
| Liontrust Investment Partners LLP | 323,944 | $14.3M | 0.21% | −67,652−17.3% | Reduced |
| American Century Companies Inc | 320,836 | $14.1M | 0.01% | +7,245+2.3% | Added |
| Brookfield Asset Management Inc. | 308,769 | $13.6M | 0.05% | +102,144+49.4% | Added |
| Credit Suisse AG | 285,436 | $12.6M | 0.01% | +32,995+13.1% | Added |
| Mackenzie Financial Corp | 271,742 | $12.0M | 0.02% | +30,336+12.6% | Added |
| Thompson Siegel & Walmsley LLC | 270,006 | $11.9M | 0.19% | +269,855+178,711.9% | Added |
| State of Wisconsin Investment Board | 266,847 | $11.7M | 0.03% | −8,990−3.3% | Reduced |
| California State Teachers Retirement System | 262,961 | $11.6M | 0.02% | +6,075+2.4% | Added |
| DLD Asset Management, LP | 250,000 | $11.0M | 1.48% | +250,000 | New |
| State Board of Administration of Florida Retirement System | 246,624 | $10.9M | 0.02% | +5,794+2.4% | Added |
| Bridger Management, LLC | 246,431 | $10.8M | 3.60% | +246,431 | New |
| New York State Common Retirement Fund | 231,613 | $10.2M | 0.01% | +13,603+6.2% | Added |
| Susquehanna International Group, LLP | 228,403 | $10.0M | 0.02% | +219,672+2,516.0% | Added |
| Standard Life Aberdeen plc | 226,695 | $9.97M | 0.02% | −1,631−0.7% | Reduced |
| Wells Fargo & Company | 226,161 | $9.95M | 0.00% | +40,296+21.7% | Added |
| Squarepoint Ops LLC | 222,226 | $9.78M | 0.05% | +222,226 | New |
| B. Metzler seel. Sohn & Co. AG | 210,676 | $9.27M | 0.13% | +210,676 | New |
| Impax Asset Management Group plc | 210,000 | $9.24M | 0.04% | 00.0% | Unchanged |
| Legion Partners Asset Management, LLC | 205,185 | $9.03M | 2.68% | 00.0% | Unchanged |
| Woodson Capital Management, LP | 200,000 | $8.80M | 1.46% | +200,000 | New |
| Texas Permanent School Fund | 199,541 | $8.78M | 0.08% | +16,010+8.7% | Added |
| Hook Mill Capital Partners, LP | 199,022 | $8.76M | 5.22% | +199,022 | New |
| Voya Investment Management LLC | 198,451 | $8.73M | 0.01% | −4,135−2.0% | Reduced |