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, Q1 2024
Institutional positions in US Foods Holding Corp. as of Mar 31, 2024. 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
- 440
- +23 vs. Q4 2023
- Shares held
- 243.7M
- +1.28M (+0.5%) vs. Q4 2023
- Total value
- $13.1B
- +$2.14B (+19.4%) vs. Q4 2023
- New holders
- 81
- 150 more added
- Sold out
- 58
- 144 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding US Foods Holding Corp.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 23,019,003 | $1.24B | 0.02% | +796,434+3.6% | Added |
| FMR LLC | 22,977,941 | $1.24B | 0.08% | +256,475+1.1% | Added |
| BlackRock Inc. | 19,831,416 | $1.07B | 0.03% | +412,944+2.1% | Added |
| Boston Partners | 16,527,901 | $891.1M | 1.06% | +566,277+3.5% | Added |
| Sachem Head Capital Management LP | 15,932,877 | $859.9M | 39.79% | 00.0% | Unchanged |
| Invesco Ltd. | 10,515,750 | $567.5M | 0.12% | +1,027,135+10.8% | Added |
| Victory Capital Management Inc | 9,883,245 | $533.4M | 0.52% | +662,557+7.2% | Added |
| Longview Partners (Guernsey) LTD | 7,311,353 | $394.6M | 2.55% | −206,600−2.7% | Reduced |
| State Street Corp | 6,725,631 | $363.0M | 0.02% | +105,947+1.6% | Added |
| Clarkston Capital Partners, LLC | 6,558,691 | $354.0M | 6.24% | −1,415,174−17.7% | Reduced |
| JPMorgan Chase & Co | 5,578,631 | $301.1M | 0.03% | +227,541+4.3% | Added |
| Dorsal Capital Management, LLC | 4,675,435 | $252.3M | 8.39% | −324,565−6.5% | Reduced |
| Massachusetts Financial Services Co | 4,486,624 | $242.1M | 0.07% | +428,131+10.5% | Added |
| Bessemer Group Inc | 4,454,515 | $240.4M | 0.43% | +75,132+1.7% | Added |
| Dimensional Fund Advisors LP | 3,961,175 | $213.8M | 0.06% | −64,921−1.6% | Reduced |
| Ci Investments Inc. | 3,911,605 | $211.1M | 0.84% | −2,017,839−34.0% | Reduced |
| Wellington Management Group LLP | 3,790,372 | $204.6M | 0.04% | +568,356+17.6% | Added |
| Geode Capital Management, LLC | 3,640,169 | $196.5M | 0.02% | +147,811+4.2% | Added |
| Atalan Capital Partners, LP | 3,600,000 | $194.3M | 16.06% | −200,000−5.3% | Reduced |
| Glenview Capital Management, LLC | 2,524,168 | $136.2M | 2.66% | +770,439+43.9% | Added |
| Norges Bank | 2,490,103 | $134.4M | 0.02% | +104,815+4.4% | Added |
| Bank of New York Mellon Corp | 2,126,050 | $114.7M | 0.02% | −190,900−8.2% | Reduced |
| Ameriprise Financial Inc | 2,117,345 | $114.3M | 0.03% | −19,762−0.9% | Reduced |
| Sessa Capital IM, L.P. | 2,000,000 | $107.9M | 4.20% | 00.0% | Unchanged |
| Morgan Stanley | 1,903,668 | $102.7M | 0.01% | +886,618+87.2% | Added |
| Silvercrest Asset Management Group LLC | 1,846,941 | $99.7M | 0.67% | −82,816−4.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,586,590 | $85.6M | 0.02% | +4,063+0.3% | Added |
| Millennium Management LLC | 1,574,458 | $85.0M | 0.07% | +958,707+155.7% | Added |
| Davidson Kempner Capital Management LP | 1,455,306 | $78.5M | 1.17% | −163,476−10.1% | Reduced |
| Cadian Capital Management, LP | 1,440,000 | $77.7M | 2.76% | +1,145,000+388.1% | Added |
| Northern Trust Corp | 1,379,579 | $74.5M | 0.01% | −235,826−14.6% | Reduced |
| Nuveen Asset Management, LLC | 1,335,606 | $72.1M | 0.02% | −259,622−16.3% | Reduced |
| Dendur Capital LP | 1,194,600 | $64.5M | 9.41% | +24,600+2.1% | Added |
| Jupiter Asset Management Ltd | 1,154,487 | $62.3M | 0.59% | +7,613+0.7% | Added |
| Thompson Siegel & Walmsley LLC | 1,110,403 | $59.9M | 0.92% | +40,793+3.8% | Added |
| Tensile Capital Management LP | 956,314 | $51.6M | 5.65% | −100,000−9.5% | Reduced |
| Bank of America Corp | 947,939 | $51.2M | 0.01% | +391,907+70.5% | Added |
| Raymond James & Associates | 938,950 | $50.7M | 0.03% | −155,140−14.2% | Reduced |
| Neuberger Berman Group LLC | 933,958 | $50.4M | 0.04% | −69,817−7.0% | Reduced |
| Point72 Asset Management, L.P. | 893,238 | $48.2M | 0.14% | +893,238 | New |
| Principal Financial Group Inc | 851,932 | $46.0M | 0.03% | +21,482+2.6% | Added |
| Qube Research & Technologies Ltd | 792,302 | $42.8M | 0.08% | +231,590+41.3% | Added |
| Cardinal Capital Management LLC | 769,600 | $41.5M | 2.08% | +31,243+4.2% | Added |
| Chescapmanager LLC | 741,323 | $40.0M | 6.80% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 705,448 | $38.2M | 0.07% | +5,468+0.8% | Added |
| Pertento Partners LLP | 687,947 | $37.1M | 7.47% | +687,947 | New |
| Schonfeld Strategic Advisors LLC | 681,355 | $36.8M | 0.29% | +402,410+144.3% | Added |
| Rhumbline Advisers | 643,578 | $34.7M | 0.03% | −28,643−4.3% | Reduced |
| Legal & General Group Plc | 554,623 | $29.9M | 0.01% | −25,544−4.4% | Reduced |
| State of Wisconsin Investment Board | 517,420 | $27.9M | 0.07% | −43,659−7.8% | Reduced |
| Verition Fund Management LLC | 504,223 | $27.2M | 0.26% | +150,422+42.5% | Added |
| UBS Asset Management Americas Inc | 493,909 | $26.7M | 0.01% | +27,871+6.0% | Added |
| Factory Mutual Insurance Co | 472,200 | $25.5M | 0.29% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 464,527 | $25.1M | 0.15% | −56,976−10.9% | Reduced |
| Swiss National Bank | 461,155 | $24.9M | 0.02% | −1,100−0.2% | Reduced |
| Liontrust Investment Partners LLP | 454,586 | $24.5M | 0.34% | −38,276−7.8% | Reduced |
| Public Employees Retirement Association of Colorado | 441,405 | $23.8M | 0.10% | +413,991+1,510.1% | Added |
| Macquarie Group Ltd | 437,072 | $23.6M | 0.03% | +17,845+4.3% | Added |
| Sasco Capital Inc | 432,930 | $23.4M | 3.13% | −186,990−30.2% | Reduced |
| Ararat Capital Management, LP | 427,396 | $23.1M | 6.55% | −58,474−12.0% | Reduced |
| Lord, Abbett & Co. LLC | 425,000 | $22.9M | 0.07% | +425,000 | New |
| California Public Employees Retirement System | 424,623 | $22.9M | 0.02% | −1,995−0.5% | Reduced |
| Hook Mill Capital Partners, LP | 423,789 | $22.9M | 4.97% | +175,273+70.5% | Added |
| American Century Companies Inc | 420,718 | $22.7M | 0.01% | −71,275−14.5% | Reduced |
| Goldman Sachs Group Inc | 416,398 | $22.5M | 0.00% | −49,726−10.7% | Reduced |
| Cookson Peirce & Co Inc | 410,391 | $22.1M | 1.18% | +1,774+0.4% | Added |
| Walleye Capital LLC | 408,493 | $22.0M | 0.24% | +105,251+34.7% | Added |
| LMR Partners LLP | 398,813 | $21.5M | 0.55% | +398,813 | New |
| Interval Partners, LP | 396,212 | $21.4M | 0.81% | +396,212 | New |
| Ensign Peak Advisors, Inc | 395,292 | $21.3M | 0.04% | −310,877−44.0% | Reduced |
| Artemis Investment Management LLP | 389,123 | $21.0M | 0.27% | +389,123 | New |
| Clearfield Capital Management LP | 359,483 | $19.4M | 16.46% | −206,300−36.5% | Reduced |
| First Trust Advisors LP | 347,284 | $18.7M | 0.02% | −82,010−19.1% | Reduced |
| AQR Capital Management LLC | 346,701 | $18.7M | 0.03% | −71,794−17.2% | Reduced |
| Credit Suisse AG | 338,137 | $18.2M | 0.02% | +2,140+0.6% | Added |
| Alliancebernstein L.P. | 337,627 | $18.2M | 0.01% | −39,130−10.4% | Reduced |
| VeriStar Capital Management LP | 336,188 | $18.1M | 9.53% | +32,100+10.6% | Added |
| Retirement Systems of Alabama | 335,929 | $18.1M | 0.07% | +745+0.2% | Added |
| Impax Asset Management Group plc | 335,000 | $18.1M | 0.07% | +35,000+11.7% | Added |
| STRS Ohio | 323,702 | $17.5M | 0.07% | −1,331−0.4% | Reduced |
| Citadel Advisors LLC | 323,486 | $17.5M | 0.02% | −1,613,900−83.3% | Reduced |
| South Street Advisors LLC | 317,599 | $17.1M | 2.73% | +3,508+1.1% | Added |
| Unisphere Establishment | 300,000 | $16.2M | 0.16% | +70,000+30.4% | Added |
| American International Group, Inc. | 299,405 | $16.2M | 0.06% | −6,121−2.0% | Reduced |
| Aryeh Capital Management Ltd. | 298,998 | $16.1M | 10.07% | −134,657−31.1% | Reduced |
| Barclays PLC | 296,869 | $16.0M | 0.01% | +14,393+5.1% | Added |
| Glenmede Trust Co NA | 289,432 | $15.6M | 0.08% | −29,711−9.3% | Reduced |
| Woodline Partners LP | 276,882 | $14.9M | 0.14% | −522,799−65.4% | Reduced |
| Vident Advisory, LLC | 263,065 | $14.2M | 0.30% | +255,535+3,393.6% | Added |
| Eminence Capital, LP | 261,899 | $14.1M | 0.26% | +261,899 | New |
| Mackenzie Financial Corp | 254,014 | $13.7M | 0.02% | −33,744−11.7% | Reduced |
| Makena Capital Management LLC | 250,537 | $13.5M | 3.15% | −47,780−16.0% | Reduced |
| Assenagon Asset Management S.A. | 249,831 | $13.5M | 0.04% | +95,943+62.3% | Added |
| Wells Fargo & Company | 243,175 | $13.1M | 0.00% | +9,593+4.1% | Added |
| California State Teachers Retirement System | 235,460 | $12.7M | 0.02% | −13,616−5.5% | Reduced |
| Rivermont Capital Management LP | 235,072 | $12.7M | 4.65% | −23,412−9.1% | Reduced |
| Great Lakes Advisors, LLC | 225,409 | $12.2M | 0.10% | +225,409 | New |
| Danske Bank A/S | 218,855 | $11.8M | 0.04% | +218,855 | New |
| RMB Capital Management, LLC | 216,931 | $11.7M | 0.27% | +216,931 | New |
| Voya Investment Management LLC | 203,064 | $11.0M | 0.01% | +7,510+3.8% | Added |