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, Q4 2023
Institutional positions in US Foods Holding Corp. as of Dec 31, 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
- 422
- +35 vs. Q3 2023
- Shares held
- 242.4M
- −3.28M (−1.3%) vs. Q3 2023
- Total value
- $11.0B
- +$1.25B (+12.8%) vs. Q3 2023
- New holders
- 78
- 123 more added
- Sold out
- 43
- 158 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding US Foods Holding Corp.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 22,721,466 | $1.03B | 0.08% | +178,581+0.8% | Added |
| Vanguard Group Inc | 22,222,569 | $1.01B | 0.02% | −254,534−1.1% | Reduced |
| BlackRock Inc. | 19,418,472 | $881.8M | 0.02% | −388,293−2.0% | Reduced |
| Boston Partners | 15,961,624 | $724.9M | 0.96% | −2,351,860−12.8% | Reduced |
| Sachem Head Capital Management LP | 15,932,877 | $723.5M | 36.58% | −3,000,000−15.8% | Reduced |
| Invesco Ltd. | 9,488,615 | $430.9M | 0.10% | −868,758−8.4% | Reduced |
| Victory Capital Management Inc | 9,220,688 | $418.7M | 0.44% | +4,569,002+98.2% | Added |
| Clarkston Capital Partners, LLC | 7,973,865 | $362.1M | 6.71% | −49,326−0.6% | Reduced |
| Longview Partners (Guernsey) LTD | 7,517,953 | $341.4M | 2.28% | −569,084−7.0% | Reduced |
| State Street Corp | 6,619,684 | $300.6M | 0.01% | +324,800+5.2% | Added |
| Ci Investments Inc. | 5,929,444 | $269.3M | 1.39% | −13,970−0.2% | Reduced |
| JPMorgan Chase & Co | 5,351,090 | $243.0M | 0.02% | −4720.0% | Reduced |
| Dorsal Capital Management, LLC | 5,000,000 | $227.1M | 7.34% | +100,000+2.0% | Added |
| Bessemer Group Inc | 4,379,383 | $198.9M | 0.39% | −400,240−8.4% | Reduced |
| Massachusetts Financial Services Co | 4,058,493 | $184.3M | 0.06% | +26,315+0.7% | Added |
| Dimensional Fund Advisors LP | 4,026,096 | $182.8M | 0.05% | +46,190+1.2% | Added |
| Atalan Capital Partners, LP | 3,800,000 | $172.6M | 15.20% | +25,000+0.7% | Added |
| Geode Capital Management, LLC | 3,492,358 | $158.6M | 0.02% | +104,991+3.1% | Added |
| Wellington Management Group LLP | 3,222,016 | $146.3M | 0.03% | +351,646+12.3% | Added |
| Norges Bank | 2,385,288 | $108.3M | 0.02% | +67,912+2.9% | Added |
| Bank of New York Mellon Corp | 2,316,950 | $105.2M | 0.02% | −33,734−1.4% | Reduced |
| Ameriprise Financial Inc | 2,137,107 | $97.1M | 0.03% | −343,029−13.8% | Reduced |
| Sessa Capital IM, L.P. | 2,000,000 | $90.8M | 4.23% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,937,386 | $88.0M | 0.09% | +902,256+87.2% | Added |
| Silvercrest Asset Management Group LLC | 1,929,757 | $87.6M | 0.62% | −124,111−6.0% | Reduced |
| Glenview Capital Management, LLC | 1,753,729 | $79.6M | 1.86% | −497,994−22.1% | Reduced |
| Thrivent Financial for Lutherans | 1,722,090 | $78.2M | 0.17% | −67,462−3.8% | Reduced |
| Davidson Kempner Capital Management LP | 1,618,782 | $73.5M | 1.30% | −382,464−19.1% | Reduced |
| Northern Trust Corp | 1,615,405 | $73.4M | 0.01% | −12,253−0.8% | Reduced |
| Nuveen Asset Management, LLC | 1,595,228 | $72.4M | 0.02% | −170,280−9.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,582,527 | $71.9M | 0.02% | +12,594+0.8% | Added |
| Dendur Capital LP | 1,170,000 | $53.1M | 8.07% | −299,605−20.4% | Reduced |
| Jupiter Asset Management Ltd | 1,146,874 | $52.1M | 0.52% | −202,780−15.0% | Reduced |
| Raymond James & Associates | 1,094,090 | $49.7M | 0.04% | −9,618−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,069,610 | $48.6M | 0.79% | +62,223+6.2% | Added |
| Tensile Capital Management LP | 1,056,314 | $48.0M | 5.61% | +306,600+40.9% | Added |
| Morgan Stanley | 1,017,050 | $46.2M | 0.00% | −32,086−3.1% | Reduced |
| Neuberger Berman Group LLC | 1,003,775 | $45.6M | 0.04% | −10,807−1.1% | Reduced |
| Principal Financial Group Inc | 830,450 | $37.7M | 0.02% | −7,434−0.9% | Reduced |
| Woodline Partners LP | 799,681 | $36.3M | 0.40% | +41,780+5.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 753,552 | $34.2M | 0.71% | −8,408−1.1% | Reduced |
| Chescapmanager LLC | 741,323 | $33.7M | 7.87% | 00.0% | Unchanged |
| Cardinal Capital Management LLC | 738,357 | $33.5M | 1.54% | +121,697+19.7% | Added |
| Ensign Peak Advisors, Inc | 706,169 | $32.1M | 0.06% | −970.0% | Reduced |
| CIBC Private Wealth Group, LLC | 699,980 | $31.8M | 0.07% | +13,235+1.9% | Added |
| Rhumbline Advisers | 672,221 | $30.5M | 0.03% | −16,439−2.4% | Reduced |
| Sasco Capital Inc | 619,920 | $28.2M | 3.30% | −9,640−1.5% | Reduced |
| Millennium Management LLC | 615,751 | $28.0M | 0.03% | +595,402+2,926.0% | Added |
| Legal & General Group Plc | 580,167 | $26.3M | 0.01% | −2,522−0.4% | Reduced |
| Clearfield Capital Management LP | 565,783 | $25.7M | 22.38% | −158,621−21.9% | Reduced |
| State of Wisconsin Investment Board | 561,079 | $25.5M | 0.07% | +199,788+55.3% | Added |
| Qube Research & Technologies Ltd | 560,712 | $25.5M | 0.06% | +560,712 | New |
| Bank of America Corp | 556,032 | $25.2M | 0.00% | −65,659−10.6% | Reduced |
| Polar Capital Holdings Plc | 521,503 | $23.7M | 0.15% | −78,349−13.1% | Reduced |
| Liontrust Investment Partners LLP | 492,862 | $22.4M | 0.32% | −34,481−6.5% | Reduced |
| American Century Companies Inc | 491,993 | $22.3M | 0.02% | +138,610+39.2% | Added |
| Ararat Capital Management, LP | 485,870 | $22.1M | 6.39% | +75,307+18.3% | Added |
| Factory Mutual Insurance Co | 472,200 | $21.4M | 0.27% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 466,124 | $21.2M | 0.00% | −11,378−2.4% | Reduced |
| UBS Asset Management Americas Inc | 466,038 | $21.2M | 0.01% | +2,806+0.6% | Added |
| Swiss National Bank | 462,255 | $21.0M | 0.02% | −55,600−10.7% | Reduced |
| Aryeh Capital Management Ltd. | 433,655 | $19.7M | 11.91% | +39,290+10.0% | Added |
| First Trust Advisors LP | 429,294 | $19.5M | 0.02% | −1,029−0.2% | Reduced |
| California Public Employees Retirement System | 426,618 | $19.4M | 0.01% | +3,934+0.9% | Added |
| Nomura Holdings Inc | 424,269 | $19.3M | 0.17% | +146,521+52.8% | Added |
| Macquarie Group Ltd | 419,227 | $19.0M | 0.02% | +20,564+5.2% | Added |
| AQR Capital Management LLC | 418,495 | $19.0M | 0.04% | −139,955−25.1% | Reduced |
| Cookson Peirce & Co Inc | 408,617 | $18.6M | 1.12% | +408,617 | New |
| Alliancebernstein L.P. | 376,757 | $17.1M | 0.01% | +11,767+3.2% | Added |
| Verition Fund Management LLC | 353,801 | $16.1M | 0.16% | +304,000+610.4% | Added |
| Lazard Asset Management LLC | 353,095 | $16.0M | 0.02% | −36,892−9.5% | Reduced |
| Credit Suisse AG | 335,997 | $15.3M | 0.01% | +18,949+6.0% | Added |
| Retirement Systems of Alabama | 335,184 | $15.2M | 0.06% | −339−0.1% | Reduced |
| STRS Ohio | 325,033 | $14.8M | 0.06% | −16,640−4.9% | Reduced |
| Glenmede Trust Co NA | 319,143 | $14.5M | 0.08% | +286,867+888.8% | Added |
| South Street Advisors LLC | 314,091 | $14.3M | 2.67% | −608−0.2% | Reduced |
| Bridger Management, LLC | 312,331 | $14.2M | 5.44% | 00.0% | Unchanged |
| American International Group, Inc. | 305,526 | $13.9M | 0.06% | −14,502−4.5% | Reduced |
| VeriStar Capital Management LP | 304,088 | $13.8M | 9.10% | +140,000+85.3% | Added |
| Walleye Capital LLC | 303,242 | $13.8M | 0.19% | +303,242 | New |
| Impax Asset Management Group plc | 300,000 | $13.6M | 0.05% | +60,000+25.0% | Added |
| Makena Capital Management LLC | 298,317 | $13.5M | 3.07% | +298,317 | New |
| Cadian Capital Management, LP | 295,000 | $13.4M | 0.53% | +295,000 | New |
| Citigroup Inc | 287,979 | $13.1M | 0.02% | +14,552+5.3% | Added |
| Mackenzie Financial Corp | 287,758 | $13.1M | 0.02% | +19,217+7.2% | Added |
| Barclays PLC | 282,476 | $12.8M | 0.01% | +36,277+14.7% | Added |
| Schonfeld Strategic Advisors LLC | 278,945 | $12.7M | 0.10% | −651,716−70.0% | Reduced |
| Squarepoint Ops LLC | 265,287 | $12.0M | 0.05% | +156,358+143.5% | Added |
| Rivermont Capital Management LP | 258,484 | $11.7M | 4.80% | +258,484 | New |
| California State Teachers Retirement System | 249,076 | $11.3M | 0.02% | −12,633−4.8% | Reduced |
| Hook Mill Capital Partners, LP | 248,516 | $11.3M | 2.98% | −74,182−23.0% | Reduced |
| State Board of Administration of Florida Retirement System | 246,925 | $11.2M | 0.02% | −390.0% | Reduced |
| Sapience Investments, LLC | 235,738 | $10.7M | 2.55% | −90,736−27.8% | Reduced |
| Wells Fargo & Company | 233,582 | $10.6M | 0.00% | +17,456+8.1% | Added |
| Unisphere Establishment | 230,000 | $10.4M | 0.11% | +230,000 | New |
| HRT Financial LP | 227,184 | $10.3M | 0.08% | +227,184 | New |
| Royal Bank of Canada | 205,356 | $9.32M | 0.00% | −21,589−9.5% | Reduced |
| Great West Life Assurance Co | 204,113 | $9.24M | 0.02% | −4,696−2.2% | Reduced |
| Prudential Financial Inc | 195,989 | $8.90M | 0.01% | −379,307−65.9% | Reduced |
| Voya Investment Management LLC | 195,554 | $8.88M | 0.01% | −3,860−1.9% | Reduced |