Skip to main content

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, Q4 2024

Institutional positions in US Foods Holding Corp. as of Dec 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
584
+87 vs. Q3 2024
Shares held
229.6M
+1.31M (+0.6%) vs. Q3 2024
Total value
$15.5B
+$1.45B (+10.3%) vs. Q3 2024
New holders
118
218 more added
Sold out
31
184 more reduced

8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 584 institutions
Q1 2021: 314 institutionsQ2 2021: 297 institutionsQ3 2021: 302 institutionsQ4 2021: 311 institutionsQ1 2022: 316 institutionsQ2 2022: 303 institutionsQ3 2022: 302 institutionsQ4 2022: 319 institutionsQ1 2023: 357 institutionsQ2 2023: 398 institutionsQ3 2023: 394 institutionsQ4 2023: 422 institutionsQ1 2024: 440 institutionsQ2 2024: 452 institutionsQ3 2024: 505 institutionsQ4 2024: 584 institutionsQ1 2025: 596 institutionsQ2 2025: 635 institutionsQ3 2025: 646 institutionsQ4 2025: 648 institutionsQ1 2026: 679 institutionsQ2 2026: 673 institutions
Value heldQ4 2024: $15.5B
Q1 2021: $7.93BQ2 2021: $8.06BQ3 2021: $7.39BQ4 2021: $7.60BQ1 2022: $8.35BQ2 2022: $6.74BQ3 2022: $5.83BQ4 2022: $7.46BQ1 2023: $8.71BQ2 2023: $10.8BQ3 2023: $9.79BQ4 2023: $11.0BQ1 2024: $13.1BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $15.5BQ1 2025: $15.3BQ2 2025: $17.9BQ3 2025: $17.5BQ4 2025: $17.4BQ1 2026: $21.3BQ2 2026: $24.1B
Institutions holding USFD and their total value by quarter
QuarterHoldersValue
Q2 2026673$24.1B
Q1 2026679$21.3B
Q4 2025648$17.4B
Q3 2025646$17.5B
Q2 2025635$17.9B
Q1 2025596$15.3B
Q4 2024584$15.5B
Q3 2024505$14.1B
Q2 2024452$13.0B
Q1 2024440$13.1B
Q4 2023422$11.0B
Q3 2023394$9.79B
Q2 2023398$10.8B
Q1 2023357$8.71B
Q4 2022319$7.46B
Q3 2022302$5.83B
Q2 2022303$6.74B
Q1 2022316$8.35B
Q4 2021311$7.60B
Q3 2021302$7.39B
Q2 2021297$8.06B
Q1 2021314$7.93B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding US Foods Holding Corp.; share changes are against Q3 2024.

Institutions holding USFD in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Impax Asset Management Group plc300,000$20.2M0.09%−35,000−10.4%Reduced
South Street Advisors LLC302,001$20.4M3.12%−4,480−1.5%Reduced
Alliancebernstein L.P.315,607$21.3M0.01%−4,347−1.4%Reduced
STRS Ohio320,652$21.6M0.09%−2,610−0.8%Reduced
Citigroup Inc327,572$22.1M0.02%+174,193+113.6%Added
Algert Global LLC327,781$22.1M0.52%+72,840+28.6%Added
Great Lakes Advisors, LLC327,799$22.1M0.19%−10,934−3.2%Reduced
Envestnet Asset Management Inc348,368$23.5M0.01%+40,751+13.2%Added
Artemis Investment Management LLP356,518$24.1M0.34%−172,820−32.6%Reduced
Wells Fargo & Company372,058$25.1M0.01%+46,815+14.4%Added
HSBC Holdings PLC372,211$25.2M0.02%+364,295+4,602.0%Added
Hook Mill Capital Partners, LP379,851$25.6M2.61%−147,933−28.0%Reduced
Sessa Capital IM, L.P.400,000$27.0M1.05%−1,600,000−80.0%Reduced
Factory Mutual Insurance Co404,100$27.3M0.29%−82,500−17.0%Reduced
Assenagon Asset Management S.A.407,611$27.5M0.05%+198,432+94.9%Added
Polar Capital Holdings Plc408,937$27.6M0.15%00.0%Unchanged
Man Group plc414,629$28.0M0.09%+312,833+307.3%Added
Macquarie Group Ltd422,881$28.5M0.03%−20,119−4.5%Reduced
California Public Employees Retirement System425,484$28.7M0.02%−23,868−5.3%Reduced
Price T Rowe Associates Inc454,994$30.7M0.00%+11,261+2.5%Added
Swiss National Bank455,955$30.8M0.02%00.0%Unchanged
Schonfeld Strategic Advisors LLC463,973$31.3M0.20%+390,422+530.8%Added
SEI Investments Co471,717$31.8M0.04%+161,887+52.3%Added
Cookson Peirce & Co Inc474,966$32.0M1.45%−2,348−0.5%Reduced
Public Employees Retirement Association of Colorado479,064$32.3M0.13%−1,336−0.3%Reduced
Retirement Systems of Alabama506,453$34.2M0.13%+157,474+45.1%Added
Principal Financial Group Inc533,787$36.0M0.02%−31,574−5.6%Reduced
Verition Fund Management LLC541,971$36.6M0.18%−343,635−38.8%Reduced
Legal & General Group Plc562,466$37.9M0.01%+2,608+0.5%Added
Renaissance Technologies LLC612,000$41.3M0.06%+432,200+240.4%Added
Prudential Financial Inc636,900$43.0M0.06%+230,812+56.8%Added
Arrowstreet Capital, Limited Partnership639,558$43.1M0.03%+482,461+307.1%Added
Chescapmanager LLC648,457$43.7M7.96%−67,866−9.5%Reduced
Primecap Management Co659,021$44.5M0.03%+371,613+129.3%Added
CIBC Private Wealth Group, LLC684,348$46.7M0.08%−20,157−2.9%Reduced
Raymond James Financial Inc720,597$48.6M0.02%+720,597New
Nuveen Asset Management, LLC726,918$49.0M0.01%−100,177−12.1%Reduced
Citadel Advisors LLC729,877$49.2M0.05%−352,838−32.6%Reduced
Thompson Siegel & Walmsley LLC733,062$49.5M0.77%−269,225−26.9%Reduced
Woodline Partners LP740,955$50.0M0.34%−130,462−15.0%Reduced
Rhumbline Advisers753,704$50.8M0.05%+1,622+0.2%Added
Neuberger Berman Group LLC778,654$52.5M0.04%−24,199−3.0%Reduced
UBS Asset Management Americas Inc795,248$53.6M0.01%+77,418+10.8%Added
Tensile Capital Management LP846,314$57.1M5.93%−85,000−9.1%Reduced
Cadian Capital Management, LP879,496$59.3M3.42%−273,042−23.7%Reduced
Ensign Peak Advisors, Inc999,190$67.4M0.12%00.0%Unchanged
Goldman Sachs Group Inc1,059,224$71.5M0.01%+437,260+70.3%Added
AQR Capital Management LLC1,151,913$77.7M0.10%+659,283+133.8%Added
Balyasny Asset Management LLC1,190,064$80.3M0.19%+382,042+47.3%Added
Interval Partners, LP1,306,198$88.1M2.26%+31,228+2.4%Added
Pertento Partners LLP1,431,190$96.5M9.93%+166,016+13.1%Added
Qube Research & Technologies Ltd1,502,600$101.4M0.17%+545,309+57.0%Added
Millennium Management LLC1,588,817$107.2M0.09%−262,932−14.2%Reduced
Glenview Capital Management, LLC1,608,525$108.5M2.74%−204,902−11.3%Reduced
Silvercrest Asset Management Group LLC1,636,092$110.4M0.74%+53,460+3.4%Added
Charles Schwab Investment Management Inc1,658,052$111.9M0.02%−54,828−3.2%Reduced
Point72 Asset Management, L.P.1,745,886$117.8M0.32%+526,622+43.2%Added
Bank of New York Mellon Corp1,758,474$118.6M0.02%−177,678−9.2%Reduced
Bank of America Corp1,887,859$127.4M0.01%+732,256+63.4%Added
Congress Asset Management Co1,901,614$128.3M0.87%−69,045−3.5%Reduced
Northern Trust Corp2,029,419$136.9M0.02%+405,871+25.0%Added
UBS Group AG2,062,772$139.2M0.03%+1,899,357+1,162.3%Added
Ameriprise Financial Inc2,136,356$144.1M0.04%+36,307+1.7%Added
Atalan Capital Partners, LP2,380,000$160.6M15.97%−472,698−16.6%Reduced
Artisan Partners Limited Partnership2,536,416$171.1M0.26%+2,536,416New
Morgan Stanley2,553,984$172.3M0.01%+1,204,317+89.2%Added
Norges Bank3,132,223$211.3M0.03%+151,227+5.1%Added
Ci Investments Inc.3,320,896$224.0M0.84%−439,207−11.7%Reduced
Dorsal Capital Management, LLC3,500,000$236.1M7.11%−1,000,000−22.2%Reduced
Sachem Head Capital Management LP3,620,000$244.2M13.45%−1,205,000−25.0%Reduced
Clarkston Capital Partners, LLC3,666,227$247.3M4.74%−1,917,618−34.3%Reduced
Geode Capital Management, LLC3,854,463$260.1M0.02%−118,467−3.0%Reduced
JPMorgan Chase & Co4,304,310$290.4M0.02%+287,304+7.2%Added
Dimensional Fund Advisors LP4,419,365$298.1M0.07%−259,373−5.5%Reduced
Bessemer Group Inc4,515,909$304.6M0.50%−355,197−7.3%Reduced
Invesco Ltd.6,196,014$418.0M0.08%−37,792−0.6%Reduced
Massachusetts Financial Services Co6,586,655$444.3M0.14%−255,306−3.7%Reduced
State Street Corp7,176,411$484.1M0.02%+130,897+1.9%Added
Victory Capital Management Inc10,072,400$679.5M0.67%−204,223−2.0%Reduced
Wellington Management Group LLP11,410,035$769.7M0.14%−696,437−5.8%Reduced
Boston Partners12,744,006$860.5M1.05%+77,012+0.6%Added
FMR LLC19,523,147$1.32B0.08%−2,456,885−11.2%Reduced
BlackRock, Inc.20,621,306$1.39B0.03%−75,537−0.4%Reduced
Vanguard Group Inc23,332,974$1.57B0.03%−720,147−3.0%Reduced
Dendur Capital LP0$00.00%−545,000−100.0%Sold out
Sasco Capital Inc0$00.00%−364,690−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−158,212−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−133,645−100.0%Sold out
XTX Topco Ltd0$00.00%−50,050−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−49,801−100.0%Sold out
Nebula Research & Development LLC0$00.00%−22,670−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−18,548−100.0%Sold out
Simplex Trading, LLC0$00.00%−14,274−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−13,683−100.0%Sold out
Belmont Capital, LLC0$00.00%−12,650−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−11,613−100.0%Sold out
Cinctive Capital Management LP0$00.00%−11,260−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−10,512−100.0%Sold out
Scientech Research LLC0$00.00%−10,322−100.0%Sold out
Omers Administration Corp0$00.00%−8,300−100.0%Sold out