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, Q3 2023
Institutional positions in US Foods Holding Corp. as of Sep 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
- 394
- −1 vs. Q2 2023
- Shares held
- 246.4M
- +1.67M (+0.7%) vs. Q2 2023
- Total value
- $9.79B
- −$965.4M (−9.0%) vs. Q2 2023
- New holders
- 50
- 152 more added
- Sold out
- 51
- 128 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding US Foods Holding Corp.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 22,542,885 | $895.0M | 0.08% | −610,832−2.6% | Reduced |
| Vanguard Group Inc | 22,477,103 | $892.3M | 0.02% | +61,179+0.3% | Added |
| BlackRock Inc. | 19,806,765 | $786.3M | 0.02% | +295,817+1.5% | Added |
| Sachem Head Capital Management LP | 18,932,877 | $751.6M | 37.89% | 00.0% | Unchanged |
| Boston Partners | 18,313,484 | $726.7M | 1.01% | +257,503+1.4% | Added |
| Invesco Ltd. | 10,357,373 | $411.2M | 0.11% | −1,586,476−13.3% | Reduced |
| Longview Partners (Guernsey) LTD | 8,087,037 | $321.1M | 2.28% | −196,042−2.4% | Reduced |
| Clarkston Capital Partners, LLC | 8,023,191 | $318.5M | 6.26% | −81,243−1.0% | Reduced |
| State Street Corp | 6,294,884 | $249.9M | 0.01% | +158,033+2.6% | Added |
| Ci Investments Inc. | 5,943,414 | $236.0M | 1.32% | −145,159−2.4% | Reduced |
| JPMorgan Chase & Co | 5,351,562 | $212.5M | 0.02% | −1,047,090−16.4% | Reduced |
| Dorsal Capital Management, LLC | 4,900,000 | $194.5M | 6.92% | +348,000+7.6% | Added |
| Bessemer Group Inc | 4,779,623 | $189.8M | 0.42% | +4,936+0.1% | Added |
| Victory Capital Management Inc | 4,651,686 | $184.7M | 0.21% | +3,045,213+189.6% | Added |
| Massachusetts Financial Services Co | 4,032,178 | $160.1M | 0.06% | +85,340+2.2% | Added |
| Dimensional Fund Advisors LP | 3,979,906 | $158.0M | 0.05% | −30,770−0.8% | Reduced |
| Atalan Capital Partners, LP | 3,775,000 | $149.9M | 14.04% | +99,600+2.7% | Added |
| Geode Capital Management, LLC | 3,387,367 | $134.5M | 0.02% | +91,603+2.8% | Added |
| Wellington Management Group LLP | 2,870,370 | $114.0M | 0.02% | +199,269+7.5% | Added |
| Ameriprise Financial Inc | 2,480,136 | $98.5M | 0.03% | +36,543+1.5% | Added |
| Bank of New York Mellon Corp | 2,350,684 | $93.3M | 0.02% | +238,898+11.3% | Added |
| Norges Bank | 2,317,376 | $92.0M | 0.02% | −126,343−5.2% | Reduced |
| Glenview Capital Management, LLC | 2,251,723 | $89.4M | 2.43% | −301,631−11.8% | Reduced |
| Silvercrest Asset Management Group LLC | 2,053,868 | $81.5M | 0.62% | −69,377−3.3% | Reduced |
| Davidson Kempner Capital Management LP | 2,001,246 | $79.4M | 1.22% | +1,273,123+174.8% | Added |
| Sessa Capital IM, L.P. | 2,000,000 | $79.4M | 3.51% | +519,829+35.1% | Added |
| Pacer Advisors, Inc. | 1,899,138 | $75.4M | 0.29% | +1,858,838+4,612.5% | Added |
| Thrivent Financial for Lutherans | 1,789,552 | $71.0M | 0.17% | −20,263−1.1% | Reduced |
| Nuveen Asset Management, LLC | 1,765,508 | $70.1M | 0.02% | −34,469−1.9% | Reduced |
| Northern Trust Corp | 1,627,658 | $64.6M | 0.01% | +19,724+1.2% | Added |
| Charles Schwab Investment Management Inc | 1,569,933 | $62.3M | 0.02% | −15,118−1.0% | Reduced |
| Dendur Capital LP | 1,469,605 | $58.3M | 8.24% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 1,349,654 | $53.6M | 0.59% | +1,349,654 | New |
| Raymond James & Associates | 1,103,708 | $43.8M | 0.04% | −6,923−0.6% | Reduced |
| Morgan Stanley | 1,049,136 | $41.7M | 0.00% | +138,413+15.2% | Added |
| Citadel Advisors LLC | 1,035,130 | $41.1M | 0.04% | +879,724+566.1% | Added |
| Neuberger Berman Group LLC | 1,014,582 | $40.3M | 0.04% | −38,349−3.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,007,387 | $40.0M | 0.66% | +737,381+273.1% | Added |
| Schonfeld Strategic Advisors LLC | 930,661 | $36.9M | 0.34% | −399,712−30.0% | Reduced |
| Principal Financial Group Inc | 837,884 | $33.3M | 0.02% | −13,089−1.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 761,960 | $30.2M | 0.71% | −847,534−52.7% | Reduced |
| Woodline Partners LP | 757,901 | $30.1M | 0.35% | +92,681+13.9% | Added |
| Tensile Capital Management LP | 749,714 | $29.8M | 3.74% | +553,600+282.3% | Added |
| Chescapmanager LLC | 741,323 | $29.4M | 7.20% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 727,421 | $28.9M | 0.10% | −112,596−13.4% | Reduced |
| Clearfield Capital Management LP | 724,404 | $28.8M | 28.73% | +321,859+80.0% | Added |
| Ensign Peak Advisors, Inc | 706,266 | $28.0M | 0.06% | −26,992−3.7% | Reduced |
| Rhumbline Advisers | 688,660 | $27.3M | 0.03% | −5,653−0.8% | Reduced |
| CIBC Private Wealth Group, LLC | 686,745 | $27.3M | 0.06% | −2,794−0.4% | Reduced |
| Sasco Capital Inc | 629,560 | $25.0M | 3.22% | +271,140+75.6% | Added |
| Bank of America Corp | 621,691 | $24.7M | 0.00% | −22,333−3.5% | Reduced |
| Cardinal Capital Management LLC | 616,660 | $24.5M | 1.05% | +62,107+11.2% | Added |
| Polar Capital Holdings Plc | 599,852 | $23.8M | 0.18% | −116,498−16.3% | Reduced |
| Legal & General Group Plc | 582,689 | $23.1M | 0.01% | +12,104+2.1% | Added |
| Prudential Financial Inc | 575,296 | $22.8M | 0.04% | +24,138+4.4% | Added |
| AQR Capital Management LLC | 558,450 | $22.2M | 0.05% | +98,570+21.4% | Added |
| Liontrust Investment Partners LLP | 527,343 | $20.9M | 0.33% | +203,399+62.8% | Added |
| Swiss National Bank | 517,855 | $20.6M | 0.02% | +63,400+14.0% | Added |
| Alberta Investment Management Corp | 509,584 | $20.2M | 0.22% | 00.0% | Unchanged |
| Brahman Capital Corp. | 482,027 | $19.1M | 6.97% | −54,198−10.1% | Reduced |
| Goldman Sachs Group Inc | 477,502 | $19.0M | 0.00% | +28,803+6.4% | Added |
| Factory Mutual Insurance Co | 472,200 | $18.7M | 0.26% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 463,232 | $18.4M | 0.01% | +51,232+12.4% | Added |
| First Trust Advisors LP | 430,323 | $17.1M | 0.02% | −851,665−66.4% | Reduced |
| California Public Employees Retirement System | 422,684 | $16.8M | 0.01% | +42,452+11.2% | Added |
| Ararat Capital Management, LP | 410,563 | $16.3M | 5.54% | +59,903+17.1% | Added |
| Macquarie Group Ltd | 398,663 | $15.8M | 0.02% | +9,157+2.4% | Added |
| Aryeh Capital Management Ltd. | 394,365 | $15.7M | 12.60% | −81,500−17.1% | Reduced |
| Lazard Asset Management LLC | 389,987 | $15.5M | 0.02% | −65,654−14.4% | Reduced |
| Alliancebernstein L.P. | 364,990 | $14.5M | 0.01% | +32,889+9.9% | Added |
| State of Wisconsin Investment Board | 361,291 | $14.3M | 0.04% | +94,444+35.4% | Added |
| American Century Companies Inc | 353,383 | $14.0M | 0.01% | +32,547+10.1% | Added |
| STRS Ohio | 341,673 | $13.6M | 0.06% | +12,507+3.8% | Added |
| Retirement Systems of Alabama | 335,523 | $13.3M | 0.06% | −8,433−2.5% | Reduced |
| Sapience Investments, LLC | 326,474 | $13.0M | 3.12% | −8,920−2.7% | Reduced |
| Hook Mill Capital Partners, LP | 322,698 | $12.8M | 4.98% | +123,676+62.1% | Added |
| American International Group, Inc. | 320,028 | $12.7M | 0.08% | −21,800−6.4% | Reduced |
| Credit Suisse AG | 317,048 | $12.6M | 0.01% | +31,612+11.1% | Added |
| South Street Advisors LLC | 314,699 | $12.5M | 2.51% | +314,699 | New |
| Bridger Management, LLC | 312,331 | $12.4M | 4.54% | +65,900+26.7% | Added |
| Nomura Holdings Inc | 277,748 | $11.0M | 0.12% | +277,748 | New |
| Citigroup Inc | 273,427 | $10.9M | 0.02% | +256,665+1,531.2% | Added |
| Renaissance Technologies LLC | 268,000 | $10.6M | 0.02% | +164,200+158.2% | Added |
| UBS Group AG | 266,998 | $10.6M | 0.00% | +198,497+289.8% | Added |
| California State Teachers Retirement System | 261,709 | $10.4M | 0.02% | −1,252−0.5% | Reduced |
| Mackenzie Financial Corp | 268,541 | $10.3M | 0.02% | −3,201−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 246,964 | $9.80M | 0.02% | +340+0.1% | Added |
| Barclays PLC | 246,199 | $9.77M | 0.01% | +74,050+43.0% | Added |
| D. E. Shaw & Co., Inc. | 244,058 | $9.69M | 0.02% | +161,148+194.4% | Added |
| Impax Asset Management Group plc | 240,000 | $9.53M | 0.04% | +30,000+14.3% | Added |
| Royal Bank of Canada | 226,945 | $9.01M | 0.00% | +131,389+137.5% | Added |
| Coliseum Capital Management, LLC | 219,031 | $8.70M | 0.91% | +219,031 | New |
| Trexquant Investment LP | 217,133 | $8.62M | 0.22% | +56,285+35.0% | Added |
| Wells Fargo & Company | 216,126 | $8.58M | 0.00% | −10,035−4.4% | Reduced |
| Great West Life Assurance Co | 208,809 | $8.29M | 0.02% | +12,048+6.1% | Added |
| Maplelane Capital, LLC | 206,884 | $8.21M | 0.87% | −396,863−65.7% | Reduced |
| Legion Partners Asset Management, LLC | 205,185 | $8.15M | 2.49% | 00.0% | Unchanged |
| Voya Investment Management LLC | 199,414 | $7.92M | 0.01% | +963+0.5% | Added |
| 13D Management LLC | 198,990 | $7.90M | 4.91% | +52,182+35.5% | Added |
| Manufacturers Life Insurance Company, The | 196,577 | $7.80M | 0.00% | +26,875+15.8% | Added |