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, Q2 2024
Institutional positions in US Foods Holding Corp. as of Jun 30, 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
- 452
- +16 vs. Q1 2024
- Shares held
- 250.6M
- −2.53M (−1.0%) vs. Q1 2024
- Total value
- $13.3B
- −$380.8M (−2.8%) vs. Q1 2024
- New holders
- 60
- 182 more added
- Sold out
- 44
- 144 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | $17.5B |
| Q3 2025 | 646 | $17.7B |
| Q2 2025 | 635 | $18.0B |
| Q1 2025 | 596 | $15.4B |
| Q4 2024 | 584 | $15.5B |
| Q3 2024 | 505 | $14.3B |
| Q2 2024 | 452 | $13.3B |
| Q1 2024 | 440 | $13.7B |
| Q4 2023 | 422 | $11.3B |
| Q3 2023 | 394 | $9.79B |
| Q2 2023 | 398 | $10.8B |
| Q1 2023 | 357 | $9.77B |
| Q4 2022 | 319 | $7.46B |
| Q3 2022 | 302 | $5.84B |
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding US Foods Holding Corp.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 23,958,968 | $1.27B | 0.02% | +939,965+4.1% | Added |
| FMR LLC | 23,108,058 | $1.22B | 0.08% | +130,117+0.6% | Added |
| BlackRock Inc. | 19,610,648 | $1.04B | 0.02% | −220,768−1.1% | Reduced |
| Boston Partners | 15,169,026 | $803.4M | 1.00% | −1,358,875−8.2% | Reduced |
| Sachem Head Capital Management LP | 13,707,261 | $726.2M | 36.11% | −2,225,616−14.0% | Reduced |
| Victory Capital Management Inc | 10,383,374 | $550.1M | 0.55% | +500,129+5.1% | Added |
| JPMorgan Chase & Co | 10,055,934 | $532.8M | 0.02% | −1,101,328−9.9% | Reduced |
| Wellington Management Group LLP | 9,671,115 | $512.4M | 0.09% | +5,880,743+155.1% | Added |
| Invesco Ltd. | 9,534,612 | $505.1M | 0.11% | −981,138−9.3% | Reduced |
| State Street Corp | 6,729,453 | $356.5M | 0.02% | +3,822+0.1% | Added |
| Massachusetts Financial Services Co | 6,550,945 | $347.1M | 0.11% | +2,064,321+46.0% | Added |
| Clarkston Capital Partners, LLC | 5,759,090 | $305.1M | 5.82% | −799,601−12.2% | Reduced |
| Bessemer Group Inc | 4,727,732 | $250.5M | 0.44% | +273,217+6.1% | Added |
| Dorsal Capital Management, LLC | 4,650,000 | $246.4M | 8.48% | −25,435−0.5% | Reduced |
| Dimensional Fund Advisors LP | 4,528,776 | $239.9M | 0.06% | +567,601+14.3% | Added |
| Geode Capital Management, LLC | 3,731,030 | $197.7M | 0.02% | +90,861+2.5% | Added |
| Ci Investments Inc. | 3,534,790 | $187.3M | 0.74% | −376,815−9.6% | Reduced |
| Atalan Capital Partners, LP | 3,152,698 | $167.0M | 15.57% | −447,302−12.4% | Reduced |
| Glenview Capital Management, LLC | 2,494,887 | $132.2M | 2.80% | −29,281−1.2% | Reduced |
| Norges Bank | 2,311,229 | $122.4M | 0.02% | −178,874−7.2% | Reduced |
| Millennium Management LLC | 2,136,903 | $113.2M | 0.09% | +562,445+35.7% | Added |
| Bank of New York Mellon Corp | 2,083,847 | $110.4M | 0.02% | −42,203−2.0% | Reduced |
| Point72 Asset Management, L.P. | 2,039,510 | $108.1M | 0.35% | +1,146,272+128.3% | Added |
| Ameriprise Financial Inc | 2,030,300 | $107.6M | 0.03% | −87,045−4.1% | Reduced |
| Sessa Capital IM, L.P. | 2,000,000 | $106.0M | 4.14% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,964,833 | $104.1M | 0.10% | +1,641,347+507.4% | Added |
| Interval Partners, LP | 1,866,842 | $98.9M | 2.90% | +1,470,630+371.2% | Added |
| Davidson Kempner Capital Management LP | 1,709,993 | $90.6M | 1.50% | +254,687+17.5% | Added |
| Northern Trust Corp | 1,630,025 | $86.4M | 0.01% | +250,446+18.2% | Added |
| Silvercrest Asset Management Group LLC | 1,612,397 | $85.4M | 0.59% | −234,544−12.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,603,392 | $84.9M | 0.02% | +16,802+1.1% | Added |
| Cadian Capital Management, LP | 1,371,709 | $72.7M | 3.62% | −68,291−4.7% | Reduced |
| Dendur Capital LP | 1,350,000 | $71.5M | 13.26% | +155,400+13.0% | Added |
| Schonfeld Strategic Advisors LLC | 1,283,288 | $68.0M | 0.53% | +601,933+88.3% | Added |
| Morgan Stanley | 1,263,795 | $67.0M | 0.01% | −4,447,209−77.9% | Reduced |
| Pertento Partners LLP | 1,215,904 | $64.4M | 8.16% | +527,957+76.7% | Added |
| Ensign Peak Advisors, Inc | 1,090,291 | $57.8M | 0.11% | +694,999+175.8% | Added |
| Thompson Siegel & Walmsley LLC | 1,084,719 | $57.5M | 0.92% | −25,684−2.3% | Reduced |
| Bank of America Corp | 978,304 | $51.8M | 0.00% | +30,365+3.2% | Added |
| Tensile Capital Management LP | 956,314 | $50.7M | 5.59% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 880,723 | $46.7M | 0.01% | −454,883−34.1% | Reduced |
| Woodline Partners LP | 876,450 | $46.4M | 0.45% | +599,568+216.5% | Added |
| Neuberger Berman Group LLC | 847,835 | $44.9M | 0.04% | −86,123−9.2% | Reduced |
| Raymond James & Associates | 820,891 | $43.5M | 0.03% | −118,059−12.6% | Reduced |
| Verition Fund Management LLC | 772,905 | $40.9M | 0.32% | +268,682+53.3% | Added |
| Principal Financial Group Inc | 753,465 | $39.9M | 0.02% | −98,467−11.6% | Reduced |
| Chescapmanager LLC | 741,323 | $39.3M | 6.20% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 734,945 | $38.9M | 0.01% | +241,036+48.8% | Added |
| Balyasny Asset Management LLC | 722,644 | $38.3M | 0.10% | +622,956+624.9% | Added |
| Hook Mill Capital Partners, LP | 713,705 | $37.8M | 5.65% | +289,916+68.4% | Added |
| Qube Research & Technologies Ltd | 687,527 | $36.4M | 0.07% | −104,775−13.2% | Reduced |
| CIBC Private Wealth Group, LLC | 703,072 | $36.3M | 0.07% | −2,376−0.3% | Reduced |
| Rhumbline Advisers | 632,808 | $33.5M | 0.03% | −10,770−1.7% | Reduced |
| Marshall Wace, LLP | 518,552 | $27.5M | 0.04% | +518,552 | New |
| Legal & General Group Plc | 505,869 | $26.8M | 0.01% | −48,754−8.8% | Reduced |
| Factory Mutual Insurance Co | 492,300 | $26.1M | 0.30% | +20,100+4.3% | Added |
| Public Employees Retirement Association of Colorado | 481,617 | $25.5M | 0.11% | +40,212+9.1% | Added |
| Cookson Peirce & Co Inc | 476,214 | $25.2M | 1.21% | +65,823+16.0% | Added |
| Goldman Sachs Group Inc | 476,128 | $25.2M | 0.00% | +59,730+14.3% | Added |
| Clearfield Capital Management LP | 473,395 | $25.1M | 22.56% | +113,912+31.7% | Added |
| Macquarie Group Ltd | 465,437 | $24.7M | 0.03% | +28,365+6.5% | Added |
| Artemis Investment Management LLP | 462,137 | $24.5M | 0.33% | +73,014+18.8% | Added |
| Polar Capital Holdings Plc | 460,124 | $24.4M | 0.14% | −4,403−0.9% | Reduced |
| Swiss National Bank | 457,555 | $24.2M | 0.02% | −3,600−0.8% | Reduced |
| California Public Employees Retirement System | 445,107 | $23.6M | 0.02% | +20,484+4.8% | Added |
| Sasco Capital Inc | 428,810 | $22.7M | 3.21% | −4,120−1.0% | Reduced |
| State of Wisconsin Investment Board | 409,887 | $21.7M | 0.06% | −107,533−20.8% | Reduced |
| AQR Capital Management LLC | 407,096 | $21.6M | 0.03% | +60,395+17.4% | Added |
| Ararat Capital Management, LP | 390,517 | $20.7M | 6.35% | −36,879−8.6% | Reduced |
| LMR Partners LLP | 378,813 | $20.1M | 0.43% | −20,000−5.0% | Reduced |
| Great Lakes Advisors, LLC | 352,099 | $18.7M | 0.17% | +126,690+56.2% | Added |
| Impax Asset Management Group plc | 335,000 | $17.7M | 0.07% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 331,082 | $17.5M | 0.07% | −4,847−1.4% | Reduced |
| STRS Ohio | 325,654 | $17.3M | 0.07% | +1,952+0.6% | Added |
| Jupiter Asset Management Ltd | 323,391 | $17.1M | 0.16% | −831,096−72.0% | Reduced |
| South Street Advisors LLC | 321,248 | $17.0M | 2.58% | +3,649+1.1% | Added |
| American Century Companies Inc | 319,691 | $16.9M | 0.01% | −101,027−24.0% | Reduced |
| Alliancebernstein L.P. | 314,012 | $16.6M | 0.01% | −23,615−7.0% | Reduced |
| Aryeh Capital Management Ltd. | 298,998 | $15.8M | 10.17% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 286,133 | $15.2M | 0.08% | +286,133 | New |
| Rivermont Capital Management LP | 284,534 | $15.1M | 6.45% | +49,462+21.0% | Added |
| Unisphere Establishment | 272,500 | $14.4M | 0.15% | −27,500−9.2% | Reduced |
| Wells Fargo & Company | 272,334 | $14.4M | 0.00% | +29,159+12.0% | Added |
| Distillate Capital Partners LLC | 263,334 | $14.0M | 0.74% | +263,334 | New |
| First Trust Advisors LP | 251,296 | $13.3M | 0.01% | −95,988−27.6% | Reduced |
| Makena Capital Management LLC | 250,537 | $13.3M | 3.08% | 00.0% | Unchanged |
| UBS Group AG | 249,568 | $13.2M | 0.00% | +86,841+53.4% | Added |
| State Board of Administration of Florida Retirement System | 246,855 | $13.1M | 0.03% | +6,025+2.5% | Added |
| Tudor Investment Corp Et Al | 244,666 | $13.0M | 0.15% | +140,140+134.1% | Added |
| Price T Rowe Associates Inc | 237,634 | $12.6M | 0.00% | +75,506+46.6% | Added |
| SEI Investments Co | 236,990 | $12.6M | 0.02% | +113,168+91.4% | Added |
| RMB Capital Management, LLC | 231,571 | $12.3M | 0.29% | +14,640+6.7% | Added |
| California State Teachers Retirement System | 229,492 | $12.2M | 0.01% | −5,968−2.5% | Reduced |
| Assenagon Asset Management S.A. | 228,463 | $12.1M | 0.03% | −21,368−8.6% | Reduced |
| Colony Group, LLC | 225,690 | $12.0M | 0.04% | +112,634+99.6% | Added |
| New York State Common Retirement Fund | 208,249 | $11.0M | 0.01% | +48,631+30.5% | Added |
| Voya Investment Management LLC | 206,511 | $10.9M | 0.01% | +3,447+1.7% | Added |
| Royal Bank of Canada | 196,418 | $10.4M | 0.00% | +3,656+1.9% | Added |
| Prudential Financial Inc | 188,893 | $10.0M | 0.02% | +37,580+24.8% | Added |
| Hudson Bay Capital Management LP | 186,770 | $9.90M | 0.07% | +110,939+146.3% | Added |