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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 91,720 | $4.95M | 0.08% | 00.0% | Unchanged |
| EAM Global Investors LLC | 92,277 | $4.98M | 1.15% | +92,277 | New |
| Martingale Asset Management L P | 94,096 | $5.08M | 0.10% | +46,027+95.8% | Added |
| LPL Financial LLC | 94,861 | $5.12M | 0.00% | +4,798+5.3% | Added |
| Balyasny Asset Management LLC | 99,688 | $5.38M | 0.01% | +17,924+21.9% | Added |
| Gotham Asset Management, LLC | 100,340 | $5.42M | 0.08% | −30,718−23.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 101,653 | $5.49M | 0.06% | −17,850−14.9% | Reduced |
| Treasurer of the State of North Carolina | 104,036 | $5.62M | 0.02% | −2,233−2.1% | Reduced |
| Tudor Investment Corp Et Al | 104,526 | $5.64M | 0.07% | −45,638−30.4% | Reduced |
| Teacher Retirement System of Texas | 107,632 | $5.81M | 0.04% | −15,027−12.3% | Reduced |
| Yousif Capital Management, LLC | 107,819 | $5.82M | 0.06% | −2,489−2.3% | Reduced |
| Nordea Investment Management AB | 107,386 | $5.84M | 0.01% | −2,572−2.3% | Reduced |
| Colony Group, LLC | 113,056 | $6.10M | 0.05% | +4,562+4.2% | Added |
| Wedge Capital Management L L P | 116,940 | $6.31M | 0.10% | −57,796−33.1% | Reduced |
| Sapience Investments, LLC | 120,004 | $6.48M | 2.15% | −115,734−49.1% | Reduced |
| 13D Management LLC | 122,852 | $6.63M | 4.05% | +138+0.1% | Added |
| SEI Investments Co | 123,822 | $6.68M | 0.01% | −50,311−28.9% | Reduced |
| MetLife Investment Management | 124,268 | $6.71M | 0.05% | −3,278−2.6% | Reduced |
| Community Trust & Investment Co | 125,174 | $6.76M | 0.48% | +427+0.3% | Added |
| State of New Jersey Common Pension Fund D | 127,057 | $6.86M | 0.02% | 00.0% | Unchanged |
| Man Group plc | 127,129 | $6.86M | 0.02% | +23,820+23.1% | Added |
| Mutual of America Capital Management LLC | 134,771 | $7.27M | 0.08% | −4,894−3.5% | Reduced |
| Citigroup Inc | 134,924 | $7.28M | 0.01% | −153,055−53.1% | Reduced |
| Great West Life Assurance Co | 135,710 | $7.32M | 0.01% | −68,403−33.5% | Reduced |
| New York State Teachers Retirement System | 145,657 | $7.86M | 0.02% | +2,563+1.8% | Added |
| Brant Point Investment Management LLC | 150,826 | $8.14M | 1.82% | −821−0.5% | Reduced |
| Prudential Financial Inc | 151,313 | $8.17M | 0.01% | −44,676−22.8% | Reduced |
| Amalgamated Bank | 154,115 | $8.32M | 0.07% | −3,775−2.4% | Reduced |
| BNP Paribas Arbitrage, SA | 154,366 | $8.33M | 0.01% | +58,534+61.1% | Added |
| New York State Common Retirement Fund | 159,618 | $8.61M | 0.01% | −11,460−6.7% | Reduced |
| Price T Rowe Associates Inc | 162,128 | $8.75M | 0.00% | +9,652+6.3% | Added |
| Janus Henderson Group PLC | 162,338 | $8.76M | 0.00% | +51,402+46.3% | Added |
| UBS Group AG | 162,727 | $8.78M | 0.00% | +33,666+26.1% | Added |
| State Board of Administration of Florida Retirement System | 240,830 | $8.90M | 0.02% | −6,095−2.5% | Reduced |
| Envestnet Asset Management Inc | 170,143 | $9.18M | 0.00% | +16,422+10.7% | Added |
| Comerica Bank | 173,566 | $9.37M | 0.04% | −17,722−9.3% | Reduced |
| Manufacturers Life Insurance Company, The | 189,227 | $10.2M | 0.01% | −1,190−0.6% | Reduced |
| Royal Bank of Canada | 192,762 | $10.4M | 0.00% | −12,594−6.1% | Reduced |
| Texas Permanent School Fund | 197,954 | $10.7M | 0.08% | +2,566+1.3% | Added |
| Voya Investment Management LLC | 203,064 | $11.0M | 0.01% | +7,510+3.8% | Added |
| RMB Capital Management, LLC | 216,931 | $11.7M | 0.27% | +216,931 | New |
| Danske Bank A/S | 218,855 | $11.8M | 0.04% | +218,855 | New |
| Great Lakes Advisors, LLC | 225,409 | $12.2M | 0.10% | +225,409 | New |
| Rivermont Capital Management LP | 235,072 | $12.7M | 4.65% | −23,412−9.1% | Reduced |
| California State Teachers Retirement System | 235,460 | $12.7M | 0.02% | −13,616−5.5% | Reduced |
| Wells Fargo & Company | 243,175 | $13.1M | 0.00% | +9,593+4.1% | Added |
| Assenagon Asset Management S.A. | 249,831 | $13.5M | 0.04% | +95,943+62.3% | Added |
| Makena Capital Management LLC | 250,537 | $13.5M | 3.15% | −47,780−16.0% | Reduced |
| Mackenzie Financial Corp | 254,014 | $13.7M | 0.02% | −33,744−11.7% | Reduced |
| Eminence Capital, LP | 261,899 | $14.1M | 0.26% | +261,899 | New |
| Vident Advisory, LLC | 263,065 | $14.2M | 0.30% | +255,535+3,393.6% | Added |
| Woodline Partners LP | 276,882 | $14.9M | 0.14% | −522,799−65.4% | Reduced |
| Glenmede Trust Co NA | 289,432 | $15.6M | 0.08% | −29,711−9.3% | Reduced |
| Barclays PLC | 296,869 | $16.0M | 0.01% | +14,393+5.1% | Added |
| Aryeh Capital Management Ltd. | 298,998 | $16.1M | 10.07% | −134,657−31.1% | Reduced |
| American International Group, Inc. | 299,405 | $16.2M | 0.06% | −6,121−2.0% | Reduced |
| Unisphere Establishment | 300,000 | $16.2M | 0.16% | +70,000+30.4% | Added |
| South Street Advisors LLC | 317,599 | $17.1M | 2.73% | +3,508+1.1% | Added |
| Citadel Advisors LLC | 323,486 | $17.5M | 0.02% | −1,613,900−83.3% | Reduced |
| STRS Ohio | 323,702 | $17.5M | 0.07% | −1,331−0.4% | Reduced |
| Impax Asset Management Group plc | 335,000 | $18.1M | 0.07% | +35,000+11.7% | Added |
| Retirement Systems of Alabama | 335,929 | $18.1M | 0.07% | +745+0.2% | Added |
| VeriStar Capital Management LP | 336,188 | $18.1M | 9.53% | +32,100+10.6% | Added |
| Alliancebernstein L.P. | 337,627 | $18.2M | 0.01% | −39,130−10.4% | Reduced |
| Credit Suisse AG | 338,137 | $18.2M | 0.02% | +2,140+0.6% | Added |
| AQR Capital Management LLC | 346,701 | $18.7M | 0.03% | −71,794−17.2% | Reduced |
| First Trust Advisors LP | 347,284 | $18.7M | 0.02% | −82,010−19.1% | Reduced |
| Clearfield Capital Management LP | 359,483 | $19.4M | 16.46% | −206,300−36.5% | Reduced |
| Artemis Investment Management LLP | 389,123 | $21.0M | 0.27% | +389,123 | New |
| Ensign Peak Advisors, Inc | 395,292 | $21.3M | 0.04% | −310,877−44.0% | Reduced |
| Interval Partners, LP | 396,212 | $21.4M | 0.81% | +396,212 | New |
| LMR Partners LLP | 398,813 | $21.5M | 0.55% | +398,813 | New |
| Walleye Capital LLC | 408,493 | $22.0M | 0.24% | +105,251+34.7% | Added |
| Cookson Peirce & Co Inc | 410,391 | $22.1M | 1.18% | +1,774+0.4% | Added |
| Goldman Sachs Group Inc | 416,398 | $22.5M | 0.00% | −49,726−10.7% | Reduced |
| American Century Companies Inc | 420,718 | $22.7M | 0.01% | −71,275−14.5% | Reduced |
| Hook Mill Capital Partners, LP | 423,789 | $22.9M | 4.97% | +175,273+70.5% | Added |
| California Public Employees Retirement System | 424,623 | $22.9M | 0.02% | −1,995−0.5% | Reduced |
| Lord, Abbett & Co. LLC | 425,000 | $22.9M | 0.07% | +425,000 | New |
| Ararat Capital Management, LP | 427,396 | $23.1M | 6.55% | −58,474−12.0% | Reduced |
| Sasco Capital Inc | 432,930 | $23.4M | 3.13% | −186,990−30.2% | Reduced |
| Macquarie Group Ltd | 437,072 | $23.6M | 0.03% | +17,845+4.3% | Added |
| Public Employees Retirement Association of Colorado | 441,405 | $23.8M | 0.10% | +413,991+1,510.1% | Added |
| Liontrust Investment Partners LLP | 454,586 | $24.5M | 0.34% | −38,276−7.8% | Reduced |
| Swiss National Bank | 461,155 | $24.9M | 0.02% | −1,100−0.2% | Reduced |
| Polar Capital Holdings Plc | 464,527 | $25.1M | 0.15% | −56,976−10.9% | Reduced |
| Factory Mutual Insurance Co | 472,200 | $25.5M | 0.29% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 493,909 | $26.7M | 0.01% | +27,871+6.0% | Added |
| Verition Fund Management LLC | 504,223 | $27.2M | 0.26% | +150,422+42.5% | Added |
| State of Wisconsin Investment Board | 517,420 | $27.9M | 0.07% | −43,659−7.8% | Reduced |
| Legal & General Group Plc | 554,623 | $29.9M | 0.01% | −25,544−4.4% | Reduced |
| Rhumbline Advisers | 643,578 | $34.7M | 0.03% | −28,643−4.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 681,355 | $36.8M | 0.29% | +402,410+144.3% | Added |
| Pertento Partners LLP | 687,947 | $37.1M | 7.47% | +687,947 | New |
| CIBC Private Wealth Group, LLC | 705,448 | $38.2M | 0.07% | +5,468+0.8% | Added |
| Chescapmanager LLC | 741,323 | $40.0M | 6.80% | 00.0% | Unchanged |
| Cardinal Capital Management LLC | 769,600 | $41.5M | 2.08% | +31,243+4.2% | Added |
| Qube Research & Technologies Ltd | 792,302 | $42.8M | 0.08% | +231,590+41.3% | Added |
| Principal Financial Group Inc | 851,932 | $46.0M | 0.03% | +21,482+2.6% | Added |
| Point72 Asset Management, L.P. | 893,238 | $48.2M | 0.14% | +893,238 | New |