Skip to main content

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.

Institutional holdersQ3 2023: 394 institutions
Q1 2021: 314 institutionsQ2 2021: 297 institutionsQ3 2021: 302 institutionsQ4 2021: 311 institutionsQ1 2022: 316 institutionsQ2 2022: 303 institutionsQ3 2022: 302 institutionsQ4 2022: 319 institutionsQ1 2023: 357 institutionsQ2 2023: 398 institutionsQ3 2023: 394 institutionsQ4 2023: 422 institutionsQ1 2024: 440 institutionsQ2 2024: 452 institutionsQ3 2024: 505 institutionsQ4 2024: 584 institutionsQ1 2025: 596 institutionsQ2 2025: 635 institutionsQ3 2025: 646 institutionsQ4 2025: 648 institutionsQ1 2026: 679 institutionsQ2 2026: 673 institutions
Value heldQ3 2023: $9.79B
Q1 2021: $7.93BQ2 2021: $8.06BQ3 2021: $7.39BQ4 2021: $7.60BQ1 2022: $8.35BQ2 2022: $6.74BQ3 2022: $5.83BQ4 2022: $7.46BQ1 2023: $8.71BQ2 2023: $10.8BQ3 2023: $9.79BQ4 2023: $11.0BQ1 2024: $13.1BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $15.5BQ1 2025: $15.3BQ2 2025: $17.9BQ3 2025: $17.5BQ4 2025: $17.4BQ1 2026: $21.3BQ2 2026: $24.1B
Institutions holding USFD and their total value by quarter
QuarterHoldersValue
Q2 2026673$24.1B
Q1 2026679$21.3B
Q4 2025648$17.4B
Q3 2025646$17.5B
Q2 2025635$17.9B
Q1 2025596$15.3B
Q4 2024584$15.5B
Q3 2024505$14.1B
Q2 2024452$13.0B
Q1 2024440$13.1B
Q4 2023422$11.0B
Q3 2023394$9.79B
Q2 2023398$10.8B
Q1 2023357$8.71B
Q4 2022319$7.46B
Q3 2022302$5.83B
Q2 2022303$6.74B
Q1 2022316$8.35B
Q4 2021311$7.60B
Q3 2021302$7.39B
Q2 2021297$8.06B
Q1 2021314$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.

Institutions holding USFD in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
New York State Common Retirement Fund194,488$7.72M0.01%−37,125−16.0%Reduced
Texas Permanent School Fund192,914$7.66M0.07%−6,627−3.3%Reduced
Wedge Capital Management L L P192,903$7.66M0.15%−158,800−45.2%Reduced
Comerica Bank192,815$7.65M0.04%−23,694−10.9%Reduced
Man Group plc–$7.46M0.02%––
Susquehanna International Group, LLP185,960$7.38M0.01%−42,443−18.6%Reduced
Woodson Capital Management, LP180,000$7.15M1.54%−20,000−10.0%Reduced
Amalgamated Bank176,161$6.99M0.06%+28,991+19.7%Added
Bluefin Capital Management, LLC167,571$6.65M0.58%+167,571New
VeriStar Capital Management LP164,088$6.51M5.55%+12,500+8.2%Added
Teacher Retirement System of Texas152,546$6.06M0.04%+73,575+93.2%Added
Mutual of America Capital Management LLC147,544$5.86M0.07%−16,803−10.2%Reduced
SEI Investments Co145,687$5.78M0.01%+9,574+7.0%Added
Price T Rowe Associates Inc143,778$5.71M0.00%+10,209+7.6%Added
New York State Teachers Retirement System143,700$5.71M0.01%+7,110+5.2%Added
Envestnet Asset Management Inc143,138$5.68M0.00%+3,454+2.5%Added
Gotham Asset Management, LLC142,889$5.67M0.12%+68,361+91.7%Added
State of New Jersey Common Pension Fund D132,480$5.26M0.02%+21,083+18.9%Added
MetLife Investment Management130,167$5.17M0.04%−5,648−4.2%Reduced
Element Capital Management LLC129,339$5.13M0.46%−12,793−9.0%Reduced
Brant Point Investment Management LLC127,478$5.06M1.20%+52,731+70.5%Added
Arrowstreet Capital, Limited Partnership124,756$4.95M0.01%+42,697+52.0%Added
Canada Pension Plan Investment Board122,300$4.86M0.01%+23,000+23.2%Added
B. Metzler seel. Sohn & Co. AG119,503$4.74M0.07%−91,173−43.3%Reduced
Janus Henderson Group PLC118,213$4.69M0.00%+24,417+26.0%Added
Yousif Capital Management, LLC111,051$4.41M0.06%−6,205−5.3%Reduced
Colony Group LLC110,546$4.39M0.07%−3,112−2.7%Reduced
Squarepoint Ops LLC108,929$4.32M0.02%−113,297−51.0%Reduced
Treasurer of the State of North Carolina99,526$3.95M0.02%+510+0.5%Added
Public Employees Retirement System of Ohio95,107$3.78M0.02%−10,655−10.1%Reduced
HSBC Holdings PLC93,926$3.74M0.00%+87,656+1,398.0%Added
National Bank of Canada91,500$3.58M0.01%+90,682+11,085.8%Added
Natixis Advisors, L.P.88,538$3.52M0.01%+8,925+11.2%Added
LPL Financial LLC87,032$3.46M0.00%+1,259+1.5%Added
Gateway Investment Advisers LLC85,370$3.39M0.04%−47,116−35.6%Reduced
Interval Partners, LP85,000$3.37M0.14%+85,000New
CX Institutional80,342$3.19M0.18%+80,342New
Illinois Municipal Retirement Fund79,387$3.15M0.06%00.0%Unchanged
HAP Trading, LLC74,337$2.95M0.73%+74,337New
Crossmark Global Holdings, Inc.78,273$2.95M0.07%+24,300+45.0%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main74,024$2.94M0.00%−50,231−40.4%Reduced
Teachers Retirement System of the State of Kentucky73,883$2.93M0.03%+37,370+102.3%Added
Healthcare of Ontario Pension Plan Trust Fund71,888$2.85M0.01%+71,888New
Federated Hermes, Inc.70,154$2.79M0.01%−348−0.5%Reduced
State of Tennessee, Treasury Department70,000$2.78M0.01%−31,040−30.7%Reduced
Quantinno Capital Management LP69,132$2.75M0.12%+7,530+12.2%Added
Arizona State Retirement System67,076$2.66M0.02%+8,441+14.4%Added
Bank of Montreal64,859$2.63M0.00%−5,515−7.8%Reduced
One01 Capital, LP65,801$2.61M3.17%−76,100−53.6%Reduced
Louisiana State Employees Retirement System64,300$2.55M0.06%−1,900−2.9%Reduced
LGT Group Foundation65,288$2.55M0.06%+3,590+5.8%Added
Oregon Public Employees Retirement Fund63,673$2.53M0.03%−1,800−2.7%Reduced
Russell Investments Group, Ltd.63,504$2.52M0.00%+1,183+1.9%Added
Oliver Luxxe Assets LLC62,574$2.48M0.64%+1,444+2.4%Added
Panagora Asset Management Inc56,535$2.24M0.01%−135,627−70.6%Reduced
Nordea Investment Management AB54,404$2.19M0.00%−1,155,943−95.5%Reduced
State of Michigan Retirement System54,300$2.16M0.01%−1,500−2.7%Reduced
CastleKnight Management LP54,200$2.15M0.37%−20,200−27.2%Reduced
Deutsche Bank AG51,935$2.06M0.00%−31,666−37.9%Reduced
Ameritas Investment Partners, Inc.50,944$2.02M0.08%−5,651−10.0%Reduced
SG Americas Securities, LLC50,872$2.02M0.03%+41,745+457.4%Added
Northwestern Mutual Investment Management Company, LLC50,378$2.00M0.05%+130.0%Added
Verition Fund Management LLC49,801$1.98M0.03%−39,549−44.3%Reduced
Sciencast Management LP47,292$1.88M0.85%+47,292New
Guggenheim Capital LLC47,156$1.87M0.02%−29,660−38.6%Reduced
CI Private Wealth, LLC46,640$1.85M0.00%+1,640+3.6%Added
Truist Financial Corp46,405$1.84M0.00%+2,460+5.6%Added
Martingale Asset Management L P46,065$1.83M0.04%+6,069+15.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys45,999$1.83M0.02%−63,551−58.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)44,924$1.78M0.01%+11,068+32.7%Added
New Mexico Educational Retirement Board44,800$1.78M0.08%00.0%Unchanged
IHT Wealth Management, LLC43,435$1.72M0.09%−673−1.5%Reduced
Occudo Quantitative Strategies LP42,387$1.68M0.22%+32,170+314.9%Added
Two Sigma Investments, LP41,800$1.66M0.00%00.0%Unchanged
Prelude Capital Management, LLC41,327$1.64M0.15%+11,016+36.3%Added
Virginia Retirement Systems Et Al39,600$1.57M0.02%+13,900+54.1%Added
Utah Retirement Systems38,968$1.55M0.02%+300+0.8%Added
Dean Investment Associates, LLC36,731$1.46M0.24%+8,341+29.4%Added
United Asset Strategies, Inc.33,351$1.32M0.17%+1,648+5.2%Added
Atom Investors LP33,074$1.31M0.30%+33,074New
Tredje AP-fonden32,340$1.28M0.02%00.0%Unchanged
Glenmede Trust Co NA32,276$1.28M0.01%+26,247+435.3%Added
Keebeck Wealth Management, LLC31,750$1.26M0.22%−50.0%Reduced
Raymond James Trust N.A.31,605$1.25M0.04%+5,476+21.0%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.31,448$1.25M0.00%00.0%Unchanged
Oppenheimer Asset Management Inc.30,923$1.23M0.02%+937+3.1%Added
Handelsbanken Fonder AB29,941$1.19M0.01%00.0%Unchanged
Robeco Institutional Asset Management B.V.29,851$1.19M0.00%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S28,898$1.15M0.03%+28,898New
Ethic Inc.27,815$1.10M0.04%+5,764+26.1%Added
Pictet Asset Management Holding SA27,732$1.10M0.00%+27,732New
Public Employees Retirement Association of Colorado27,414$1.09M0.01%−1,184−4.1%Reduced
Xponance, Inc.27,279$1.08M0.01%−453−1.6%Reduced
State of Alaska, Department of Revenue27,000$1.07M0.01%−1,085−3.9%Reduced
BNP Paribas Arbitrage, SA26,214$1.04M0.00%+12,272+88.0%Added
QRG Capital Management, Inc.24,808$984.9K0.02%+24,808New
New York Life Investment Management LLC24,748$982.5K0.01%+13,778+125.6%Added
Corbyn Investment Management Inc24,486$972.1K0.50%00.0%Unchanged
Allianz Asset Management GmbH22,966$911.8K0.00%+22,966New
Cambridge Investment Research Advisors, Inc.22,930$910.0K0.00%+147+0.6%Added