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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 2,137,107 | $97.1M | 0.03% | −343,029−13.8% | Reduced |
| Bank of New York Mellon Corp | 2,316,950 | $105.2M | 0.02% | −33,734−1.4% | Reduced |
| Norges Bank | 2,385,288 | $108.3M | 0.02% | +67,912+2.9% | Added |
| Wellington Management Group LLP | 3,222,016 | $146.3M | 0.03% | +351,646+12.3% | Added |
| Geode Capital Management, LLC | 3,492,358 | $158.6M | 0.02% | +104,991+3.1% | Added |
| Atalan Capital Partners, LP | 3,800,000 | $172.6M | 15.20% | +25,000+0.7% | Added |
| Dimensional Fund Advisors LP | 4,026,096 | $182.8M | 0.05% | +46,190+1.2% | Added |
| Massachusetts Financial Services Co | 4,058,493 | $184.3M | 0.06% | +26,315+0.7% | Added |
| Bessemer Group Inc | 4,379,383 | $198.9M | 0.39% | −400,240−8.4% | Reduced |
| Dorsal Capital Management, LLC | 5,000,000 | $227.1M | 7.34% | +100,000+2.0% | Added |
| JPMorgan Chase & Co | 5,351,090 | $243.0M | 0.02% | −4720.0% | Reduced |
| Ci Investments Inc. | 5,929,444 | $269.3M | 1.39% | −13,970−0.2% | Reduced |
| State Street Corp | 6,619,684 | $300.6M | 0.01% | +324,800+5.2% | Added |
| Longview Partners (Guernsey) LTD | 7,517,953 | $341.4M | 2.28% | −569,084−7.0% | Reduced |
| Clarkston Capital Partners, LLC | 7,973,865 | $362.1M | 6.71% | −49,326−0.6% | Reduced |
| Victory Capital Management Inc | 9,220,688 | $418.7M | 0.44% | +4,569,002+98.2% | Added |
| Invesco Ltd. | 9,488,615 | $430.9M | 0.10% | −868,758−8.4% | Reduced |
| Sachem Head Capital Management LP | 15,932,877 | $723.5M | 36.58% | −3,000,000−15.8% | Reduced |
| Boston Partners | 15,961,624 | $724.9M | 0.96% | −2,351,860−12.8% | Reduced |
| BlackRock Inc. | 19,418,472 | $881.8M | 0.02% | −388,293−2.0% | Reduced |
| Vanguard Group Inc | 22,222,569 | $1.01B | 0.02% | −254,534−1.1% | Reduced |
| FMR LLC | 22,721,466 | $1.03B | 0.08% | +178,581+0.8% | Added |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −509,584−100.0% | Sold out |
| Coliseum Capital Management, LLC | 0 | $0 | 0.00% | −219,031−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −217,133−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −206,884−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −129,339−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −80,342−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −71,888−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −47,292−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −42,387−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −33,074−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −22,027−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −18,383−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −16,306−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −16,117−100.0% | Sold out |
| Bessemer Securities LLC | 0 | $0 | 0.00% | −15,166−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,273−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −14,170−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −13,426−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,469−100.0% | Sold out |
| Fosun International Ltd | 0 | $0 | 0.00% | −10,050−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −8,620−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,853−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −6,665−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −6,066−100.0% | Sold out |
| Rappaport Reiches Capital Management, LLC | 0 | $0 | 0.00% | −5,972−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,461−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −1,705−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| New England Capital Financial Advisors LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Brahman Capital Corp. | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| One01 Capital, LP | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |