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 | $17.4B |
| 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, 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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 127,546 | $5.79M | 0.04% | −2,621−2.0% | Reduced |
| UBS Group AG | 129,061 | $5.86M | 0.00% | −137,937−51.7% | Reduced |
| Gotham Asset Management, LLC | 131,058 | $5.95M | 0.11% | −11,831−8.3% | Reduced |
| Mutual of America Capital Management LLC | 139,665 | $6.34M | 0.07% | −7,879−5.3% | Reduced |
| Renaissance Technologies LLC | 139,800 | $6.35M | 0.01% | −128,200−47.8% | Reduced |
| New York State Teachers Retirement System | 143,094 | $6.50M | 0.01% | −606−0.4% | Reduced |
| Jane Street Group, LLC | 146,897 | $6.67M | 0.01% | +146,897 | New |
| Woodson Capital Management, LP | 150,000 | $6.81M | 1.58% | −30,000−16.7% | Reduced |
| Tudor Investment Corp Et Al | 150,164 | $6.82M | 0.09% | +150,164 | New |
| Brant Point Investment Management LLC | 151,647 | $6.89M | 1.65% | +24,169+19.0% | Added |
| Price T Rowe Associates Inc | 152,476 | $6.92M | 0.00% | +8,698+6.0% | Added |
| Envestnet Asset Management Inc | 153,721 | $6.98M | 0.00% | +10,583+7.4% | Added |
| Assenagon Asset Management S.A. | 153,888 | $6.99M | 0.02% | −573,533−78.8% | Reduced |
| Legion Partners Asset Management, LLC | 157,185 | $7.14M | 1.86% | −48,000−23.4% | Reduced |
| Amalgamated Bank | 157,890 | $7.17M | 0.06% | −18,271−10.4% | Reduced |
| New York State Common Retirement Fund | 171,078 | $7.77M | 0.01% | −23,410−12.0% | Reduced |
| SEI Investments Co | 174,133 | $7.91M | 0.01% | +28,446+19.5% | Added |
| Wedge Capital Management L L P | 174,736 | $7.93M | 0.14% | −18,167−9.4% | Reduced |
| Curi Capital | 189,892 | $8.62M | 1.19% | +189,892 | New |
| Manufacturers Life Insurance Company, The | 190,417 | $8.65M | 0.01% | −6,160−3.1% | Reduced |
| Comerica Bank | 191,288 | $8.69M | 0.04% | −1,527−0.8% | Reduced |
| Texas Permanent School Fund | 195,388 | $8.87M | 0.08% | +2,474+1.3% | Added |
| Voya Investment Management LLC | 195,554 | $8.88M | 0.01% | −3,860−1.9% | Reduced |
| Prudential Financial Inc | 195,989 | $8.90M | 0.01% | −379,307−65.9% | Reduced |
| Great West Life Assurance Co | 204,113 | $9.24M | 0.02% | −4,696−2.2% | Reduced |
| Royal Bank of Canada | 205,356 | $9.32M | 0.00% | −21,589−9.5% | Reduced |
| HRT Financial LP | 227,184 | $10.3M | 0.08% | +227,184 | New |
| Unisphere Establishment | 230,000 | $10.4M | 0.11% | +230,000 | New |
| Wells Fargo & Company | 233,582 | $10.6M | 0.00% | +17,456+8.1% | Added |
| Sapience Investments, LLC | 235,738 | $10.7M | 2.55% | −90,736−27.8% | Reduced |
| State Board of Administration of Florida Retirement System | 246,925 | $11.2M | 0.02% | −390.0% | Reduced |
| Hook Mill Capital Partners, LP | 248,516 | $11.3M | 2.98% | −74,182−23.0% | Reduced |
| California State Teachers Retirement System | 249,076 | $11.3M | 0.02% | −12,633−4.8% | Reduced |
| Rivermont Capital Management LP | 258,484 | $11.7M | 4.80% | +258,484 | New |
| Squarepoint Ops LLC | 265,287 | $12.0M | 0.05% | +156,358+143.5% | Added |
| Schonfeld Strategic Advisors LLC | 278,945 | $12.7M | 0.10% | −651,716−70.0% | Reduced |
| Barclays PLC | 282,476 | $12.8M | 0.01% | +36,277+14.7% | Added |
| Mackenzie Financial Corp | 287,758 | $13.1M | 0.02% | +19,217+7.2% | Added |
| Citigroup Inc | 287,979 | $13.1M | 0.02% | +14,552+5.3% | Added |
| Cadian Capital Management, LP | 295,000 | $13.4M | 0.53% | +295,000 | New |
| Makena Capital Management LLC | 298,317 | $13.5M | 3.07% | +298,317 | New |
| Impax Asset Management Group plc | 300,000 | $13.6M | 0.05% | +60,000+25.0% | Added |
| Walleye Capital LLC | 303,242 | $13.8M | 0.19% | +303,242 | New |
| VeriStar Capital Management LP | 304,088 | $13.8M | 9.10% | +140,000+85.3% | Added |
| American International Group, Inc. | 305,526 | $13.9M | 0.06% | −14,502−4.5% | Reduced |
| Bridger Management, LLC | 312,331 | $14.2M | 5.44% | 00.0% | Unchanged |
| South Street Advisors LLC | 314,091 | $14.3M | 2.67% | −608−0.2% | Reduced |
| Glenmede Trust Co NA | 319,143 | $14.5M | 0.08% | +286,867+888.8% | Added |
| STRS Ohio | 325,033 | $14.8M | 0.06% | −16,640−4.9% | Reduced |
| Retirement Systems of Alabama | 335,184 | $15.2M | 0.06% | −339−0.1% | Reduced |
| Credit Suisse AG | 335,997 | $15.3M | 0.01% | +18,949+6.0% | Added |
| Lazard Asset Management LLC | 353,095 | $16.0M | 0.02% | −36,892−9.5% | Reduced |
| Verition Fund Management LLC | 353,801 | $16.1M | 0.16% | +304,000+610.4% | Added |
| Alliancebernstein L.P. | 376,757 | $17.1M | 0.01% | +11,767+3.2% | Added |
| Cookson Peirce & Co Inc | 408,617 | $18.6M | 1.12% | +408,617 | New |
| AQR Capital Management LLC | 418,495 | $19.0M | 0.04% | −139,955−25.1% | Reduced |
| Macquarie Group Ltd | 419,227 | $19.0M | 0.02% | +20,564+5.2% | Added |
| Nomura Holdings Inc | 424,269 | $19.3M | 0.17% | +146,521+52.8% | Added |
| California Public Employees Retirement System | 426,618 | $19.4M | 0.01% | +3,934+0.9% | Added |
| First Trust Advisors LP | 429,294 | $19.5M | 0.02% | −1,029−0.2% | Reduced |
| Aryeh Capital Management Ltd. | 433,655 | $19.7M | 11.91% | +39,290+10.0% | Added |
| Swiss National Bank | 462,255 | $21.0M | 0.02% | −55,600−10.7% | Reduced |
| UBS Asset Management Americas Inc | 466,038 | $21.2M | 0.01% | +2,806+0.6% | Added |
| Goldman Sachs Group Inc | 466,124 | $21.2M | 0.00% | −11,378−2.4% | Reduced |
| Factory Mutual Insurance Co | 472,200 | $21.4M | 0.27% | 00.0% | Unchanged |
| Ararat Capital Management, LP | 485,870 | $22.1M | 6.39% | +75,307+18.3% | Added |
| American Century Companies Inc | 491,993 | $22.3M | 0.02% | +138,610+39.2% | Added |
| Liontrust Investment Partners LLP | 492,862 | $22.4M | 0.32% | −34,481−6.5% | Reduced |
| Polar Capital Holdings Plc | 521,503 | $23.7M | 0.16% | −78,349−13.1% | Reduced |
| Bank of America Corp | 556,032 | $25.2M | 0.00% | −65,659−10.6% | Reduced |
| Qube Research & Technologies Ltd | 560,712 | $25.5M | 0.06% | +560,712 | New |
| State of Wisconsin Investment Board | 561,079 | $25.5M | 0.07% | +199,788+55.3% | Added |
| Clearfield Capital Management LP | 565,783 | $25.7M | 22.38% | −158,621−21.9% | Reduced |
| Legal & General Group Plc | 580,167 | $26.3M | 0.01% | −2,522−0.4% | Reduced |
| Millennium Management LLC | 615,751 | $28.0M | 0.03% | +595,402+2,926.0% | Added |
| Sasco Capital Inc | 619,920 | $28.2M | 3.30% | −9,640−1.5% | Reduced |
| Rhumbline Advisers | 672,221 | $30.5M | 0.03% | −16,439−2.4% | Reduced |
| CIBC Private Wealth Group, LLC | 699,980 | $31.8M | 0.07% | +13,235+1.9% | Added |
| Ensign Peak Advisors, Inc | 706,169 | $32.1M | 0.06% | −970.0% | Reduced |
| Cardinal Capital Management LLC | 738,357 | $33.5M | 1.54% | +121,697+19.7% | Added |
| Chescapmanager LLC | 741,323 | $33.7M | 7.87% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 753,552 | $34.2M | 0.71% | −8,408−1.1% | Reduced |
| Woodline Partners LP | 799,681 | $36.3M | 0.40% | +41,780+5.5% | Added |
| Principal Financial Group Inc | 830,450 | $37.7M | 0.02% | −7,434−0.9% | Reduced |
| Neuberger Berman Group LLC | 1,003,775 | $45.6M | 0.04% | −10,807−1.1% | Reduced |
| Morgan Stanley | 1,017,050 | $46.2M | 0.00% | −32,086−3.1% | Reduced |
| Tensile Capital Management LP | 1,056,314 | $48.0M | 5.61% | +306,600+40.9% | Added |
| Thompson Siegel & Walmsley LLC | 1,069,610 | $48.6M | 0.79% | +62,223+6.2% | Added |
| Raymond James & Associates | 1,094,090 | $49.7M | 0.04% | −9,618−0.9% | Reduced |
| Jupiter Asset Management Ltd | 1,146,874 | $52.1M | 0.52% | −202,780−15.0% | Reduced |
| Dendur Capital LP | 1,170,000 | $53.1M | 8.07% | −299,605−20.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,582,527 | $71.9M | 0.02% | +12,594+0.8% | Added |
| Nuveen Asset Management, LLC | 1,595,228 | $72.4M | 0.02% | −170,280−9.6% | Reduced |
| Northern Trust Corp | 1,615,405 | $73.4M | 0.01% | −12,253−0.8% | Reduced |
| Davidson Kempner Capital Management LP | 1,618,782 | $73.5M | 1.30% | −382,464−19.1% | Reduced |
| Thrivent Financial for Lutherans | 1,722,090 | $78.2M | 0.17% | −67,462−3.8% | Reduced |
| Glenview Capital Management, LLC | 1,753,729 | $79.6M | 1.86% | −497,994−22.1% | Reduced |
| Silvercrest Asset Management Group LLC | 1,929,757 | $87.6M | 0.62% | −124,111−6.0% | Reduced |
| Citadel Advisors LLC | 1,937,386 | $88.0M | 0.09% | +902,256+87.2% | Added |
| Sessa Capital IM, L.P. | 2,000,000 | $90.8M | 4.23% | 00.0% | Unchanged |