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 |
|---|---|---|---|---|---|
| Texas Permanent School Fund | 197,954 | $10.7M | 0.08% | +2,566+1.3% | Added |
| Royal Bank of Canada | 192,762 | $10.4M | 0.00% | −12,594−6.1% | Reduced |
| Manufacturers Life Insurance Company, The | 189,227 | $10.2M | 0.01% | −1,190−0.6% | Reduced |
| Comerica Bank | 173,566 | $9.37M | 0.04% | −17,722−9.3% | Reduced |
| Envestnet Asset Management Inc | 170,143 | $9.18M | 0.00% | +16,422+10.7% | Added |
| State Board of Administration of Florida Retirement System | 240,830 | $8.90M | 0.02% | −6,095−2.5% | Reduced |
| UBS Group AG | 162,727 | $8.78M | 0.00% | +33,666+26.1% | Added |
| Janus Henderson Group PLC | 162,338 | $8.76M | 0.00% | +51,402+46.3% | Added |
| Price T Rowe Associates Inc | 162,128 | $8.75M | 0.00% | +9,652+6.3% | Added |
| New York State Common Retirement Fund | 159,618 | $8.61M | 0.01% | −11,460−6.7% | Reduced |
| BNP Paribas Arbitrage, SA | 154,366 | $8.33M | 0.01% | +58,534+61.1% | Added |
| Amalgamated Bank | 154,115 | $8.32M | 0.07% | −3,775−2.4% | Reduced |
| Prudential Financial Inc | 151,313 | $8.17M | 0.01% | −44,676−22.8% | Reduced |
| Brant Point Investment Management LLC | 150,826 | $8.14M | 1.82% | −821−0.5% | Reduced |
| New York State Teachers Retirement System | 145,657 | $7.86M | 0.02% | +2,563+1.8% | Added |
| Great West Life Assurance Co | 135,710 | $7.32M | 0.01% | −68,403−33.5% | Reduced |
| Citigroup Inc | 134,924 | $7.28M | 0.01% | −153,055−53.1% | Reduced |
| Mutual of America Capital Management LLC | 134,771 | $7.27M | 0.08% | −4,894−3.5% | Reduced |
| Man Group plc | 127,129 | $6.86M | 0.02% | +23,820+23.1% | Added |
| State of New Jersey Common Pension Fund D | 127,057 | $6.86M | 0.02% | 00.0% | Unchanged |
| Community Trust & Investment Co | 125,174 | $6.76M | 0.48% | +427+0.3% | Added |
| MetLife Investment Management | 124,268 | $6.71M | 0.05% | −3,278−2.6% | Reduced |
| SEI Investments Co | 123,822 | $6.68M | 0.01% | −50,311−28.9% | Reduced |
| 13D Management LLC | 122,852 | $6.63M | 4.05% | +138+0.1% | Added |
| Sapience Investments, LLC | 120,004 | $6.48M | 2.15% | −115,734−49.1% | Reduced |
| Wedge Capital Management L L P | 116,940 | $6.31M | 0.10% | −57,796−33.1% | Reduced |
| Colony Group, LLC | 113,056 | $6.10M | 0.05% | +4,562+4.2% | Added |
| Nordea Investment Management AB | 107,386 | $5.84M | 0.01% | −2,572−2.3% | Reduced |
| Yousif Capital Management, LLC | 107,819 | $5.82M | 0.06% | −2,489−2.3% | Reduced |
| Teacher Retirement System of Texas | 107,632 | $5.81M | 0.04% | −15,027−12.3% | Reduced |
| Tudor Investment Corp Et Al | 104,526 | $5.64M | 0.07% | −45,638−30.4% | Reduced |
| Treasurer of the State of North Carolina | 104,036 | $5.62M | 0.02% | −2,233−2.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 101,653 | $5.49M | 0.06% | −17,850−14.9% | Reduced |
| Gotham Asset Management, LLC | 100,340 | $5.42M | 0.08% | −30,718−23.4% | Reduced |
| Balyasny Asset Management LLC | 99,688 | $5.38M | 0.01% | +17,924+21.9% | Added |
| LPL Financial LLC | 94,861 | $5.12M | 0.00% | +4,798+5.3% | Added |
| Martingale Asset Management L P | 94,096 | $5.08M | 0.10% | +46,027+95.8% | Added |
| EAM Global Investors LLC | 92,277 | $4.98M | 1.15% | +92,277 | New |
| Illinois Municipal Retirement Fund | 91,720 | $4.95M | 0.08% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 86,724 | $4.68M | 0.02% | −8,175−8.6% | Reduced |
| Allianz Asset Management GmbH | 85,678 | $4.62M | 0.01% | +24,906+41.0% | Added |
| Gateway Investment Advisers LLC | 85,405 | $4.61M | 0.05% | +350.0% | Added |
| Panagora Asset Management Inc | 84,233 | $4.55M | 0.02% | +6,393+8.2% | Added |
| Lazard Asset Management LLC | 80,457 | $4.34M | 0.01% | −272,638−77.2% | Reduced |
| Quantinno Capital Management LP | 80,223 | $4.33M | 0.09% | +3,419+4.5% | Added |
| LGT Group Foundation | 79,667 | $4.30M | 0.10% | +2,528+3.3% | Added |
| State of Tennessee, Treasury Department | 78,335 | $4.23M | 0.02% | −23,686−23.2% | Reduced |
| Bank of Montreal | 76,242 | $4.15M | 0.00% | −12,218−13.8% | Reduced |
| Hudson Bay Capital Management LP | 75,831 | $4.09M | 0.04% | +75,831 | New |
| Natixis Advisors, L.P. | 73,347 | $3.96M | 0.01% | +6,771+10.2% | Added |
| Teachers Retirement System of the State of Kentucky | 70,283 | $3.79M | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 68,506 | $3.70M | 0.00% | −78,391−53.4% | Reduced |
| Louisiana State Employees Retirement System | 65,100 | $3.51M | 0.07% | +1,600+2.5% | Added |
| Oliver Luxxe Assets LLC | 64,919 | $3.50M | 0.73% | +674+1.0% | Added |
| Federated Hermes, Inc. | 64,762 | $3.50M | 0.01% | +861+1.3% | Added |
| State of Alaska, Department of Revenue | 64,540 | $3.48M | 0.04% | +115+0.2% | Added |
| Arizona State Retirement System | 64,187 | $3.46M | 0.02% | −1,382−2.1% | Reduced |
| PDT Partners, LLC | 61,077 | $3.30M | 0.31% | +61,077 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 59,768 | $3.23M | 0.00% | −420−0.7% | Reduced |
| Russell Investments Group, Ltd. | 59,418 | $3.21M | 0.01% | +2,039+3.6% | Added |
| Nissay Asset Management Corp | 57,334 | $3.09M | 0.02% | +57,334 | New |
| Thrivent Financial for Lutherans | 56,681 | $3.06M | 0.01% | −1,665,409−96.7% | Reduced |
| Oregon Public Employees Retirement Fund | 55,837 | $3.01M | 0.06% | −7,836−12.3% | Reduced |
| State of Michigan Retirement System | 55,500 | $3.00M | 0.02% | +1,200+2.2% | Added |
| Deutsche Bank AG | 50,575 | $2.73M | 0.00% | −53,666−51.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 50,449 | $2.72M | 0.07% | +130+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,033 | $2.70M | 0.02% | +124+0.2% | Added |
| Ameritas Investment Partners, Inc. | 49,941 | $2.70M | 0.09% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 49,720 | $2.68M | 0.00% | −399−0.8% | Reduced |
| Catalyst Capital Advisors LLC | 46,700 | $2.52M | 0.06% | −900−1.9% | Reduced |
| Crossmark Global Holdings, Inc. | 46,405 | $2.50M | 0.05% | −8,232−15.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,990 | $2.48M | 0.01% | −3,917−7.8% | Reduced |
| New Mexico Educational Retirement Board | 44,800 | $2.42M | 0.09% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 43,493 | $2.35M | 0.32% | +490+1.1% | Added |
| IHT Wealth Management, LLC | 42,488 | $2.29M | 0.09% | −313−0.7% | Reduced |
| Handelsbanken Fonder AB | 42,341 | $2.29M | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 41,520 | $2.24M | 0.00% | −14,636−26.1% | Reduced |
| Amundi | 44,671 | $2.23M | 0.00% | −23,098−34.1% | Reduced |
| Pacer Advisors, Inc. | 39,850 | $2.15M | 0.00% | −1,255−3.1% | Reduced |
| D. E. Shaw & Co., Inc. | 39,611 | $2.14M | 0.00% | −25,353−39.0% | Reduced |
| Utah Retirement Systems | 39,168 | $2.11M | 0.02% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 38,500 | $2.08M | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 38,233 | $2.06M | 0.01% | +38,233 | New |
| Ontario Teachers Pension Plan Board | 38,213 | $2.06M | 0.02% | +38,213 | New |
| Cerity Partners LLC | 35,191 | $1.90M | 0.01% | +15,436+78.1% | Added |
| FIL Ltd | 34,406 | $1.86M | 0.00% | +795+2.4% | Added |
| United Asset Strategies, Inc. | 33,666 | $1.82M | 0.18% | +437+1.3% | Added |
| Tredje AP-fonden | 32,340 | $1.75M | 0.02% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 31,750 | $1.71M | 0.25% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 30,655 | $1.65M | 0.01% | +1,665+5.7% | Added |
| Raymond James Trust N.A. | 29,396 | $1.59M | 0.04% | −3,020−9.3% | Reduced |
| Guggenheim Capital LLC | 29,367 | $1.58M | 0.01% | −42,670−59.2% | Reduced |
| Ethic Inc. | 29,292 | $1.58M | 0.04% | −1,916−6.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,267 | $1.58M | 0.07% | +29,267 | New |
| Dean Capital Management | 28,862 | $1.56M | 0.91% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 28,647 | $1.55M | 0.00% | +1,723+6.4% | Added |
| GWM Advisors LLC | 28,425 | $1.53M | 0.01% | +27,690+3,767.3% | Added |
| Wright Investors Service Inc | 27,598 | $1.49M | 0.38% | +7,986+40.7% | Added |
| JB Capital LLC | 27,168 | $1.47M | 0.10% | +1,359+5.3% | Added |
| Xponance, Inc. | 27,013 | $1.46M | 0.02% | −158−0.6% | Reduced |