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
- +$2.10B (+24.3%) 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 | $17.4B |
| 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, 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 |
|---|---|---|---|---|---|
| Texas Permanent School Fund | 199,541 | $8.78M | 0.08% | +16,010+8.7% | Added |
| Woodson Capital Management, LP | 200,000 | $8.80M | 1.46% | +200,000 | New |
| Legion Partners Asset Management, LLC | 205,185 | $9.03M | 2.68% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 210,000 | $9.24M | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 210,676 | $9.27M | 0.13% | +210,676 | New |
| Squarepoint Ops LLC | 222,226 | $9.78M | 0.05% | +222,226 | New |
| Wells Fargo & Company | 226,161 | $9.95M | 0.00% | +40,296+21.7% | Added |
| Standard Life Aberdeen plc | 226,695 | $9.97M | 0.02% | −1,631−0.7% | Reduced |
| Susquehanna International Group, LLP | 228,403 | $10.0M | 0.02% | +219,672+2,516.0% | Added |
| New York State Common Retirement Fund | 231,613 | $10.2M | 0.01% | +13,603+6.2% | Added |
| Bridger Management, LLC | 246,431 | $10.8M | 3.60% | +246,431 | New |
| State Board of Administration of Florida Retirement System | 246,624 | $10.9M | 0.02% | +5,794+2.4% | Added |
| DLD Asset Management, LP | 250,000 | $11.0M | 1.48% | +250,000 | New |
| California State Teachers Retirement System | 262,961 | $11.6M | 0.02% | +6,075+2.4% | Added |
| State of Wisconsin Investment Board | 266,847 | $11.7M | 0.03% | −8,990−3.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 270,006 | $11.9M | 0.19% | +269,855+178,711.9% | Added |
| Mackenzie Financial Corp | 271,742 | $12.0M | 0.02% | +30,336+12.6% | Added |
| Credit Suisse AG | 285,436 | $12.6M | 0.01% | +32,995+13.1% | Added |
| Brookfield Asset Management Inc. | 308,769 | $13.6M | 0.05% | +102,144+49.4% | Added |
| American Century Companies Inc | 320,836 | $14.1M | 0.01% | +7,245+2.3% | Added |
| Liontrust Investment Partners LLP | 323,944 | $14.3M | 0.21% | −67,652−17.3% | Reduced |
| Fred Alger Management, LLC | 326,712 | $14.4M | 0.07% | −15,808−4.6% | Reduced |
| STRS Ohio | 329,166 | $14.5M | 0.06% | +61,333+22.9% | Added |
| Alliancebernstein L.P. | 332,101 | $14.6M | 0.01% | +28,150+9.3% | Added |
| Sapience Investments, LLC | 335,394 | $14.8M | 3.32% | −49,499−12.9% | Reduced |
| American International Group, Inc. | 341,828 | $15.0M | 0.09% | +26,083+8.3% | Added |
| Retirement Systems of Alabama | 343,956 | $15.1M | 0.07% | +24,656+7.7% | Added |
| UBS Asset Management Americas Inc | 412,000 | $15.2M | 0.01% | 00.0% | Unchanged |
| Ararat Capital Management, LP | 350,660 | $15.4M | 5.16% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 351,703 | $15.5M | 0.25% | −259,590−42.5% | Reduced |
| Sasco Capital Inc | 358,420 | $15.8M | 1.87% | −4,020−1.1% | Reduced |
| California Public Employees Retirement System | 380,232 | $16.7M | 0.01% | +4,639+1.2% | Added |
| Macquarie Group Ltd | 389,506 | $17.1M | 0.02% | +37,374+10.6% | Added |
| Clearfield Capital Management LP | 402,545 | $17.7M | 15.97% | −247,829−38.1% | Reduced |
| Holocene Advisors, LP | 412,660 | $18.2M | 0.08% | +412,660 | New |
| Intrinsic Edge Capital Management LLC | 447,257 | $19.7M | 1.53% | +447,257 | New |
| Goldman Sachs Group Inc | 448,699 | $19.7M | 0.01% | +21,463+5.0% | Added |
| Swiss National Bank | 454,455 | $20.0M | 0.01% | +17,600+4.0% | Added |
| Lazard Asset Management LLC | 455,641 | $20.0M | 0.02% | −210,669−31.6% | Reduced |
| AQR Capital Management LLC | 459,880 | $20.1M | 0.04% | +8,705+1.9% | Added |
| Factory Mutual Insurance Co | 472,200 | $20.8M | 0.31% | 00.0% | Unchanged |
| Aryeh Capital Management Ltd. | 475,865 | $20.9M | 15.44% | −21,835−4.4% | Reduced |
| Alberta Investment Management Corp | 509,584 | $22.4M | 0.22% | −110,345−17.8% | Reduced |
| Brahman Capital Corp. | 536,225 | $23.6M | 6.41% | −849,136−61.3% | Reduced |
| FIL Ltd | 543,483 | $23.9M | 0.03% | −294,984−35.2% | Reduced |
| Prudential Financial Inc | 551,158 | $24.3M | 0.04% | +376,269+215.1% | Added |
| Cardinal Capital Management LLC | 554,553 | $24.4M | 0.92% | +143,953+35.1% | Added |
| Legal & General Group Plc | 570,585 | $25.1M | 0.01% | +68,365+13.6% | Added |
| Maplelane Capital, LLC | 603,747 | $26.6M | 2.26% | +173,747+40.4% | Added |
| Bank of America Corp | 644,024 | $28.3M | 0.00% | −97,399−13.1% | Reduced |
| Woodline Partners LP | 665,220 | $29.3M | 0.35% | +665,220 | New |
| CIBC Private Wealth Group, LLC | 689,539 | $30.3M | 0.07% | +215,828+45.6% | Added |
| Rhumbline Advisers | 694,313 | $30.5M | 0.03% | +74,403+12.0% | Added |
| Polar Capital Holdings Plc | 716,350 | $31.5M | 0.22% | −67,211−8.6% | Reduced |
| Davidson Kempner Capital Management LP | 728,123 | $32.0M | 0.67% | −879,473−54.7% | Reduced |
| Ensign Peak Advisors, Inc | 733,258 | $32.3M | 0.07% | −110,190−13.1% | Reduced |
| Chescapmanager LLC | 741,323 | $32.6M | 7.83% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 840,017 | $37.0M | 0.14% | +708,272+537.6% | Added |
| Principal Financial Group Inc | 850,973 | $37.4M | 0.03% | +41,300+5.1% | Added |
| Millennium Management LLC | 894,158 | $39.3M | 0.04% | −296,412−24.9% | Reduced |
| Morgan Stanley | 910,723 | $40.1M | 0.00% | +90,612+11.0% | Added |
| Neuberger Berman Group LLC | 1,052,931 | $46.3M | 0.04% | −125,141−10.6% | Reduced |
| Raymond James & Associates | 1,110,631 | $48.9M | 0.04% | +116,586+11.7% | Added |
| Nordea Investment Management AB | 1,210,347 | $53.0M | 0.07% | −128,004−9.6% | Reduced |
| First Trust Advisors LP | 1,281,988 | $56.4M | 0.06% | −185,600−12.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,330,373 | $58.5M | 0.51% | +1,044,873+366.0% | Added |
| Dendur Capital LP | 1,469,605 | $64.7M | 10.44% | 00.0% | Unchanged |
| Sessa Capital IM, L.P. | 1,480,171 | $65.1M | 3.24% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,585,051 | $69.7M | 0.02% | +80,121+5.3% | Added |
| Victory Capital Management Inc | 1,606,473 | $70.7M | 0.08% | −66,898−4.0% | Reduced |
| Northern Trust Corp | 1,607,934 | $70.7M | 0.01% | +99,728+6.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,609,494 | $70.8M | 1.51% | −111,597−6.5% | Reduced |
| Balyasny Asset Management LLC | 1,758,893 | $77.4M | 0.22% | +1,749,599+18,825.0% | Added |
| Nuveen Asset Management, LLC | 1,799,977 | $79.2M | 0.03% | −65,317−3.5% | Reduced |
| Thrivent Financial for Lutherans | 1,809,815 | $79.6M | 0.18% | +347,013+23.7% | Added |
| Bank of New York Mellon Corp | 2,111,786 | $92.9M | 0.02% | +218,500+11.5% | Added |
| Silvercrest Asset Management Group LLC | 2,123,245 | $93.4M | 0.67% | +948,656+80.8% | Added |
| Ameriprise Financial Inc | 2,443,593 | $107.5M | 0.03% | −309,727−11.2% | Reduced |
| Norges Bank | 2,443,719 | $107.5M | 0.02% | +275,501+12.7% | Added |
| Glenview Capital Management, LLC | 2,553,354 | $112.3M | 3.02% | −1,038,459−28.9% | Reduced |
| Wellington Management Group LLP | 2,671,101 | $117.5M | 0.02% | −53,937−2.0% | Reduced |
| Geode Capital Management, LLC | 3,295,764 | $145.0M | 0.02% | +439,924+15.4% | Added |
| Atalan Capital Partners, LP | 3,675,400 | $161.7M | 12.70% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 3,946,838 | $173.7M | 0.06% | +1,105,937+38.9% | Added |
| Dimensional Fund Advisors LP | 4,010,676 | $176.5M | 0.06% | +45,872+1.2% | Added |
| Dorsal Capital Management, LLC | 4,552,000 | $200.3M | 8.02% | +152,000+3.5% | Added |
| Bessemer Group Inc | 4,774,687 | $210.1M | 0.45% | −689,921−12.6% | Reduced |
| Ci Investments Inc. | 6,088,573 | $267.9M | 1.35% | −244,152−3.9% | Reduced |
| State Street Corp | 6,136,851 | $270.0M | 0.01% | +380,446+6.6% | Added |
| JPMorgan Chase & Co | 6,398,652 | $281.5M | 0.03% | −95,385−1.5% | Reduced |
| Clarkston Capital Partners, LLC | 8,104,434 | $356.6M | 6.41% | +53,556+0.7% | Added |
| Longview Partners (Guernsey) LTD | 8,283,079 | $364.5M | 2.39% | −202,900−2.4% | Reduced |
| Invesco Ltd. | 11,943,849 | $525.5M | 0.14% | −104,653−0.9% | Reduced |
| Boston Partners | 18,055,981 | $793.6M | 1.07% | +2,435,092+15.6% | Added |
| Sachem Head Capital Management LP | 18,932,877 | $833.0M | 37.74% | 00.0% | Unchanged |
| BlackRock Inc. | 19,510,948 | $858.5M | 0.02% | +1,484,983+8.2% | Added |
| Vanguard Group Inc | 22,415,924 | $986.3M | 0.02% | +2,095,411+10.3% | Added |
| FMR LLC | 23,153,717 | $1.02B | 0.09% | −1,379,410−5.6% | Reduced |
| LMR Partners LLP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Sonic GP LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |