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 | $17.4B |
| 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, 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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 216,126 | $8.58M | 0.00% | −10,035−4.4% | Reduced |
| Trexquant Investment LP | 217,133 | $8.62M | 0.22% | +56,285+35.0% | Added |
| Coliseum Capital Management, LLC | 219,031 | $8.70M | 0.91% | +219,031 | New |
| Royal Bank of Canada | 226,945 | $9.01M | 0.00% | +131,389+137.5% | Added |
| Impax Asset Management Group plc | 240,000 | $9.53M | 0.04% | +30,000+14.3% | Added |
| D. E. Shaw & Co., Inc. | 244,058 | $9.69M | 0.02% | +161,148+194.4% | Added |
| Barclays PLC | 246,199 | $9.77M | 0.01% | +74,050+43.0% | Added |
| State Board of Administration of Florida Retirement System | 246,964 | $9.80M | 0.02% | +340+0.1% | Added |
| Mackenzie Financial Corp | 268,541 | $10.3M | 0.02% | −3,201−1.2% | Reduced |
| California State Teachers Retirement System | 261,709 | $10.4M | 0.02% | −1,252−0.5% | Reduced |
| UBS Group AG | 266,998 | $10.6M | 0.00% | +198,497+289.8% | Added |
| Renaissance Technologies LLC | 268,000 | $10.6M | 0.02% | +164,200+158.2% | Added |
| Citigroup Inc | 273,427 | $10.9M | 0.02% | +256,665+1,531.2% | Added |
| Nomura Holdings Inc | 277,748 | $11.0M | 0.12% | +277,748 | New |
| Bridger Management, LLC | 312,331 | $12.4M | 4.54% | +65,900+26.7% | Added |
| South Street Advisors LLC | 314,699 | $12.5M | 2.51% | +314,699 | New |
| Credit Suisse AG | 317,048 | $12.6M | 0.01% | +31,612+11.1% | Added |
| American International Group, Inc. | 320,028 | $12.7M | 0.08% | −21,800−6.4% | Reduced |
| Hook Mill Capital Partners, LP | 322,698 | $12.8M | 4.98% | +123,676+62.1% | Added |
| Sapience Investments, LLC | 326,474 | $13.0M | 3.12% | −8,920−2.7% | Reduced |
| Retirement Systems of Alabama | 335,523 | $13.3M | 0.06% | −8,433−2.5% | Reduced |
| STRS Ohio | 341,673 | $13.6M | 0.06% | +12,507+3.8% | Added |
| American Century Companies Inc | 353,383 | $14.0M | 0.01% | +32,547+10.1% | Added |
| State of Wisconsin Investment Board | 361,291 | $14.3M | 0.04% | +94,444+35.4% | Added |
| Alliancebernstein L.P. | 364,990 | $14.5M | 0.01% | +32,889+9.9% | Added |
| Lazard Asset Management LLC | 389,987 | $15.5M | 0.02% | −65,654−14.4% | Reduced |
| Aryeh Capital Management Ltd. | 394,365 | $15.7M | 12.60% | −81,500−17.1% | Reduced |
| Macquarie Group Ltd | 398,663 | $15.8M | 0.02% | +9,157+2.4% | Added |
| Ararat Capital Management, LP | 410,563 | $16.3M | 5.54% | +59,903+17.1% | Added |
| California Public Employees Retirement System | 422,684 | $16.8M | 0.01% | +42,452+11.2% | Added |
| First Trust Advisors LP | 430,323 | $17.1M | 0.02% | −851,665−66.4% | Reduced |
| UBS Asset Management Americas Inc | 463,232 | $18.4M | 0.01% | +51,232+12.4% | Added |
| Factory Mutual Insurance Co | 472,200 | $18.7M | 0.26% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 477,502 | $19.0M | 0.00% | +28,803+6.4% | Added |
| Brahman Capital Corp. | 482,027 | $19.1M | 6.97% | −54,198−10.1% | Reduced |
| Alberta Investment Management Corp | 509,584 | $20.2M | 0.22% | 00.0% | Unchanged |
| Swiss National Bank | 517,855 | $20.6M | 0.02% | +63,400+14.0% | Added |
| Liontrust Investment Partners LLP | 527,343 | $20.9M | 0.33% | +203,399+62.8% | Added |
| AQR Capital Management LLC | 558,450 | $22.2M | 0.05% | +98,570+21.4% | Added |
| Prudential Financial Inc | 575,296 | $22.8M | 0.04% | +24,138+4.4% | Added |
| Legal & General Group Plc | 582,689 | $23.1M | 0.01% | +12,104+2.1% | Added |
| Polar Capital Holdings Plc | 599,852 | $23.8M | 0.18% | −116,498−16.3% | Reduced |
| Cardinal Capital Management LLC | 616,660 | $24.5M | 1.05% | +62,107+11.2% | Added |
| Bank of America Corp | 621,691 | $24.7M | 0.00% | −22,333−3.5% | Reduced |
| Sasco Capital Inc | 629,560 | $25.0M | 3.22% | +271,140+75.6% | Added |
| CIBC Private Wealth Group, LLC | 686,745 | $27.3M | 0.06% | −2,794−0.4% | Reduced |
| Rhumbline Advisers | 688,660 | $27.3M | 0.03% | −5,653−0.8% | Reduced |
| Ensign Peak Advisors, Inc | 706,266 | $28.0M | 0.06% | −26,992−3.7% | Reduced |
| Clearfield Capital Management LP | 724,404 | $28.8M | 28.73% | +321,859+80.0% | Added |
| Assenagon Asset Management S.A. | 727,421 | $28.9M | 0.10% | −112,596−13.4% | Reduced |
| Chescapmanager LLC | 741,323 | $29.4M | 7.20% | 00.0% | Unchanged |
| Tensile Capital Management LP | 749,714 | $29.8M | 3.74% | +553,600+282.3% | Added |
| Woodline Partners LP | 757,901 | $30.1M | 0.35% | +92,681+13.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 761,960 | $30.2M | 0.71% | −847,534−52.7% | Reduced |
| Principal Financial Group Inc | 837,884 | $33.3M | 0.02% | −13,089−1.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 930,661 | $36.9M | 0.34% | −399,712−30.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,007,387 | $40.0M | 0.66% | +737,381+273.1% | Added |
| Neuberger Berman Group LLC | 1,014,582 | $40.3M | 0.04% | −38,349−3.6% | Reduced |
| Citadel Advisors LLC | 1,035,130 | $41.1M | 0.04% | +879,724+566.1% | Added |
| Morgan Stanley | 1,049,136 | $41.7M | 0.00% | +138,413+15.2% | Added |
| Raymond James & Associates | 1,103,708 | $43.8M | 0.04% | −6,923−0.6% | Reduced |
| Jupiter Asset Management Ltd | 1,349,654 | $53.6M | 0.59% | +1,349,654 | New |
| Dendur Capital LP | 1,469,605 | $58.3M | 8.24% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,569,933 | $62.3M | 0.02% | −15,118−1.0% | Reduced |
| Northern Trust Corp | 1,627,658 | $64.6M | 0.01% | +19,724+1.2% | Added |
| Nuveen Asset Management, LLC | 1,765,508 | $70.1M | 0.02% | −34,469−1.9% | Reduced |
| Thrivent Financial for Lutherans | 1,789,552 | $71.0M | 0.17% | −20,263−1.1% | Reduced |
| Pacer Advisors, Inc. | 1,899,138 | $75.4M | 0.29% | +1,858,838+4,612.5% | Added |
| Sessa Capital IM, L.P. | 2,000,000 | $79.4M | 3.51% | +519,829+35.1% | Added |
| Davidson Kempner Capital Management LP | 2,001,246 | $79.4M | 1.22% | +1,273,123+174.8% | Added |
| Silvercrest Asset Management Group LLC | 2,053,868 | $81.5M | 0.62% | −69,377−3.3% | Reduced |
| Glenview Capital Management, LLC | 2,251,723 | $89.4M | 2.43% | −301,631−11.8% | Reduced |
| Norges Bank | 2,317,376 | $92.0M | 0.02% | −126,343−5.2% | Reduced |
| Bank of New York Mellon Corp | 2,350,684 | $93.3M | 0.02% | +238,898+11.3% | Added |
| Ameriprise Financial Inc | 2,480,136 | $98.5M | 0.03% | +36,543+1.5% | Added |
| Wellington Management Group LLP | 2,870,370 | $114.0M | 0.02% | +199,269+7.5% | Added |
| Geode Capital Management, LLC | 3,387,367 | $134.5M | 0.02% | +91,603+2.8% | Added |
| Atalan Capital Partners, LP | 3,775,000 | $149.9M | 14.04% | +99,600+2.7% | Added |
| Dimensional Fund Advisors LP | 3,979,906 | $158.0M | 0.05% | −30,770−0.8% | Reduced |
| Massachusetts Financial Services Co | 4,032,178 | $160.1M | 0.06% | +85,340+2.2% | Added |
| Victory Capital Management Inc | 4,651,686 | $184.7M | 0.21% | +3,045,213+189.6% | Added |
| Bessemer Group Inc | 4,779,623 | $189.8M | 0.42% | +4,936+0.1% | Added |
| Dorsal Capital Management, LLC | 4,900,000 | $194.5M | 6.92% | +348,000+7.6% | Added |
| JPMorgan Chase & Co | 5,351,562 | $212.5M | 0.02% | −1,047,090−16.4% | Reduced |
| Ci Investments Inc. | 5,943,414 | $236.0M | 1.32% | −145,159−2.4% | Reduced |
| State Street Corp | 6,294,884 | $249.9M | 0.01% | +158,033+2.6% | Added |
| Clarkston Capital Partners, LLC | 8,023,191 | $318.5M | 6.26% | −81,243−1.0% | Reduced |
| Longview Partners (Guernsey) LTD | 8,087,037 | $321.1M | 2.28% | −196,042−2.4% | Reduced |
| Invesco Ltd. | 10,357,373 | $411.2M | 0.11% | −1,586,476−13.3% | Reduced |
| Boston Partners | 18,313,484 | $726.7M | 1.01% | +257,503+1.4% | Added |
| Sachem Head Capital Management LP | 18,932,877 | $751.6M | 37.89% | 00.0% | Unchanged |
| BlackRock Inc. | 19,806,765 | $786.3M | 0.02% | +295,817+1.5% | Added |
| Vanguard Group Inc | 22,477,103 | $892.3M | 0.02% | +61,179+0.3% | Added |
| FMR LLC | 22,542,885 | $895.0M | 0.08% | −610,832−2.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −447,257−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −412,660−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −326,712−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −308,769−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |