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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 933,958 | $50.4M | 0.04% | −69,817−7.0% | Reduced |
| Raymond James & Associates | 938,950 | $50.7M | 0.03% | −155,140−14.2% | Reduced |
| Bank of America Corp | 947,939 | $51.2M | 0.01% | +391,907+70.5% | Added |
| Tensile Capital Management LP | 956,314 | $51.6M | 5.65% | −100,000−9.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,110,403 | $59.9M | 0.92% | +40,793+3.8% | Added |
| Jupiter Asset Management Ltd | 1,154,487 | $62.3M | 0.59% | +7,613+0.7% | Added |
| Dendur Capital LP | 1,194,600 | $64.5M | 9.41% | +24,600+2.1% | Added |
| Nuveen Asset Management, LLC | 1,335,606 | $72.1M | 0.02% | −259,622−16.3% | Reduced |
| Northern Trust Corp | 1,379,579 | $74.5M | 0.01% | −235,826−14.6% | Reduced |
| Cadian Capital Management, LP | 1,440,000 | $77.7M | 2.76% | +1,145,000+388.1% | Added |
| Davidson Kempner Capital Management LP | 1,455,306 | $78.5M | 1.17% | −163,476−10.1% | Reduced |
| Millennium Management LLC | 1,574,458 | $85.0M | 0.07% | +958,707+155.7% | Added |
| Charles Schwab Investment Management Inc | 1,586,590 | $85.6M | 0.02% | +4,063+0.3% | Added |
| Silvercrest Asset Management Group LLC | 1,846,941 | $99.7M | 0.67% | −82,816−4.3% | Reduced |
| Morgan Stanley | 1,903,668 | $102.7M | 0.01% | +886,618+87.2% | Added |
| Sessa Capital IM, L.P. | 2,000,000 | $107.9M | 4.20% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 2,117,345 | $114.3M | 0.03% | −19,762−0.9% | Reduced |
| Bank of New York Mellon Corp | 2,126,050 | $114.7M | 0.02% | −190,900−8.2% | Reduced |
| Norges Bank | 2,490,103 | $134.4M | 0.02% | +104,815+4.4% | Added |
| Glenview Capital Management, LLC | 2,524,168 | $136.2M | 2.66% | +770,439+43.9% | Added |
| Atalan Capital Partners, LP | 3,600,000 | $194.3M | 16.06% | −200,000−5.3% | Reduced |
| Geode Capital Management, LLC | 3,640,169 | $196.5M | 0.02% | +147,811+4.2% | Added |
| Wellington Management Group LLP | 3,790,372 | $204.6M | 0.04% | +568,356+17.6% | Added |
| Ci Investments Inc. | 3,911,605 | $211.1M | 0.84% | −2,017,839−34.0% | Reduced |
| Dimensional Fund Advisors LP | 3,961,175 | $213.8M | 0.06% | −64,921−1.6% | Reduced |
| Bessemer Group Inc | 4,454,515 | $240.4M | 0.43% | +75,132+1.7% | Added |
| Massachusetts Financial Services Co | 4,486,624 | $242.1M | 0.07% | +428,131+10.5% | Added |
| Dorsal Capital Management, LLC | 4,675,435 | $252.3M | 8.39% | −324,565−6.5% | Reduced |
| JPMorgan Chase & Co | 5,578,631 | $301.1M | 0.03% | +227,541+4.3% | Added |
| Clarkston Capital Partners, LLC | 6,558,691 | $354.0M | 6.24% | −1,415,174−17.7% | Reduced |
| State Street Corp | 6,725,631 | $363.0M | 0.02% | +105,947+1.6% | Added |
| Longview Partners (Guernsey) LTD | 7,311,353 | $394.6M | 2.55% | −206,600−2.7% | Reduced |
| Victory Capital Management Inc | 9,883,245 | $533.4M | 0.52% | +662,557+7.2% | Added |
| Invesco Ltd. | 10,515,750 | $567.5M | 0.12% | +1,027,135+10.8% | Added |
| Sachem Head Capital Management LP | 15,932,877 | $859.9M | 39.79% | 00.0% | Unchanged |
| Boston Partners | 16,527,901 | $891.1M | 1.06% | +566,277+3.5% | Added |
| BlackRock Inc. | 19,831,416 | $1.07B | 0.03% | +412,944+2.1% | Added |
| FMR LLC | 22,977,941 | $1.24B | 0.08% | +256,475+1.1% | Added |
| Vanguard Group Inc | 23,019,003 | $1.24B | 0.02% | +796,434+3.6% | Added |
| Systematic Portfolios LLC | 922 | – | – | +922 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −753,552−100.0% | Sold out |
| Bridger Management, LLC | 0 | $0 | 0.00% | −312,331−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −265,287−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −227,184−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −189,892−100.0% | Sold out |
| Legion Partners Asset Management, LLC | 0 | $0 | 0.00% | −157,185−100.0% | Sold out |
| Woodson Capital Management, LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −93,127−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −85,108−100.0% | Sold out |
| Naples Money Management LLC | 0 | $0 | 0.00% | −50,253−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −47,548−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −44,418−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −42,566−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −37,953−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −36,605−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −36,098−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −33,363−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −30,025−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −29,686−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −26,328−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −22,463−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −21,620−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −19,842−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −18,902−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −18,478−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −14,568−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −14,340−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −13,925−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −12,318−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,487−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −11,224−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −10,472−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −9,544−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,525−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −8,383−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −6,399−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,732−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,542−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,301−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −4,232−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −2,449−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,219−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| StrategIQ Financial Group, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |