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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 2025

Institutional positions in US Foods Holding Corp. as of Jun 30, 2025. 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
635
+45 vs. Q1 2025
Shares held
233.4M
−1.46M (−0.6%) vs. Q1 2025
Total value
$18.0B
+$2.61B (+17.0%) vs. Q1 2025
New holders
94
234 more added
Sold out
49
226 more reduced

6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 635 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 heldQ2 2025: $18.0B
Q1 2021: $7.93BQ2 2021: $8.06BQ3 2021: $7.39BQ4 2021: $7.60BQ1 2022: $8.35BQ2 2022: $6.74BQ3 2022: $5.84BQ4 2022: $7.46BQ1 2023: $9.77BQ2 2023: $10.8BQ3 2023: $9.79BQ4 2023: $11.3BQ1 2024: $13.7BQ2 2024: $13.3BQ3 2024: $14.3BQ4 2024: $15.5BQ1 2025: $15.4BQ2 2025: $18.0BQ3 2025: $17.7BQ4 2025: $17.5BQ1 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$17.5B
Q3 2025646$17.7B
Q2 2025635$18.0B
Q1 2025596$15.4B
Q4 2024584$15.5B
Q3 2024505$14.3B
Q2 2024452$13.3B
Q1 2024440$13.7B
Q4 2023422$11.3B
Q3 2023394$9.79B
Q2 2023398$10.8B
Q1 2023357$9.77B
Q4 2022319$7.46B
Q3 2022302$5.84B
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, Q2 2025

Shares, value and share of portfolio for each institution holding US Foods Holding Corp.; share changes are against Q1 2025.

Institutions holding USFD in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc23,001,301$1.77B0.03%−6180.0%Reduced
BlackRock, Inc.20,741,436$1.60B0.03%+267,074+1.3%Added
FMR LLC15,288,434$1.18B0.07%−2,918,140−16.0%Reduced
Boston Partners15,221,231$1.17B1.30%−1,236,120−7.5%Reduced
Wellington Management Group LLP11,276,937$868.4M0.16%−559,386−4.7%Reduced
Capital World Investors10,509,486$809.3M0.12%+3,571,541+51.5%Added
Victory Capital Management Inc8,304,675$639.5M0.41%−1,263,446−13.2%Reduced
Invesco Ltd.7,514,112$578.7M0.10%−31,936−0.4%Reduced
State Street Corp7,042,003$542.3M0.02%−62,281−0.9%Reduced
Massachusetts Financial Services Co6,134,905$472.4M0.15%+161,749+2.7%Added
Dimensional Fund Advisors LP4,149,997$319.6M0.07%−84,365−2.0%Reduced
Geode Capital Management, LLC3,986,397$307.0M0.02%+52,361+1.3%Added
Bessemer Group Inc3,777,995$290.9M0.47%−10,701−0.3%Reduced
Primecap Management Co3,580,710$275.8M0.22%+1,639,310+84.4%Added
Artisan Partners Limited Partnership3,207,416$247.0M0.37%+354,747+12.4%Added
Ci Investments Inc.3,107,528$239.3M0.90%−14,341−0.5%Reduced
AQR Capital Management LLC2,910,755$224.2M0.19%+373,321+14.7%Added
Morgan Stanley2,863,694$220.5M0.01%+409,994+16.7%Added
Dorsal Capital Management, LLC2,750,000$211.8M6.03%−125,000−4.3%Reduced
Clarkston Capital Partners, LLC2,708,185$208.6M4.43%−691,735−20.3%Reduced
Norges Bank2,394,658$184.4M0.02%+104,901+4.6%Added
JPMorgan Chase & Co2,388,818$184.0M0.01%−288,587−10.8%Reduced
Burgundy Asset Management Ltd.2,206,740$169.9M1.65%+522,586+31.0%Added
Atalan Capital Partners, LP2,025,000$155.9M11.98%−155,000−7.1%Reduced
Ameriprise Financial Inc1,979,451$152.4M0.04%−150,433−7.1%Reduced
Northern Trust Corp1,958,694$150.8M0.02%−41,785−2.1%Reduced
Bank of New York Mellon Corp1,823,357$140.4M0.03%+93,849+5.4%Added
Qube Research & Technologies Ltd1,787,141$137.6M0.19%+344,267+23.9%Added
Charles Schwab Investment Management Inc1,683,786$129.7M0.02%+30,719+1.9%Added
Sachem Head Capital Management LP1,490,000$114.7M3.58%−1,685,000−53.1%Reduced
Silvercrest Asset Management Group LLC1,432,926$110.3M0.74%−196,380−12.1%Reduced
Arrowstreet Capital, Limited Partnership1,422,207$109.5M0.08%+410,217+40.5%Added
Pertento Partners LLP1,413,803$108.9M12.29%+12,474+0.9%Added
UBS Asset Management Americas Inc1,393,603$107.3M0.02%+404,197+40.9%Added
Glenview Capital Management, LLC1,378,881$106.2M3.01%−406,848−22.8%Reduced
Bank of America Corp1,326,652$102.2M0.01%−192,256−12.7%Reduced
UBS Group AG1,200,557$92.5M0.02%+150,278+14.3%Added
Panagora Asset Management Inc1,108,800$85.4M0.38%+413,102+59.4%Added
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners1,032,000$79.5M1.10%−290,000−21.9%Reduced
Congress Asset Management Co1,003,058$77.2M0.53%−649,747−39.3%Reduced
Neuberger Berman Group LLC1,002,761$77.2M0.06%−66,893−6.3%Reduced
Pacer Advisors, Inc.1,002,244$77.2M0.20%+996,814+18,357.5%Added
Royal Bank of Canada963,598$74.2M0.01%+815,086+548.8%Added
Goldman Sachs Group Inc940,389$72.4M0.01%−1,340−0.1%Reduced
Parnassus Investments910,863$70.1M0.16%−69,870−7.1%Reduced
Ensign Peak Advisors, Inc888,276$68.4M0.12%−85,186−8.8%Reduced
Holocene Advisors, LP833,917$64.2M0.16%+833,917New
Voloridge Investment Management, LLC810,480$62.4M0.23%+613,610+311.7%Added
Tensile Capital Management LP799,042$61.5M7.43%−25,000−3.0%Reduced
Price T Rowe Associates Inc793,075$61.1M0.01%+89,637+12.7%Added
Commerce Bank757,842$58.4M0.34%+39,105+5.4%Added
Deutsche Bank AG736,465$56.7M0.02%+381,134+107.3%Added
Raymond James Financial Inc719,917$55.4M0.02%−32,106−4.3%Reduced
Renaissance Technologies LLC697,300$53.7M0.07%+221,900+46.7%Added
Nuveen, LLC678,818$52.3M0.01%−117,345−14.7%Reduced
Rhumbline Advisers627,625$48.3M0.04%−131,816−17.4%Reduced
SEI Investments Co602,769$46.4M0.05%+108,617+22.0%Added
Prudential Financial Inc583,581$44.9M0.06%+33,838+6.2%Added
Scopus Asset Management, L.P.573,567$44.2M1.18%−51,433−8.2%Reduced
Chescapmanager LLC568,457$43.8M7.34%−10,000−1.7%Reduced
Thompson Siegel & Walmsley LLC547,257$42.1M0.71%−47,042−7.9%Reduced
Legal & General Group Plc546,374$42.1M0.01%+26,534+5.1%Added
CIBC Private Wealth Group, LLC539,627$41.6M0.07%−150,084−21.8%Reduced
Principal Financial Group Inc524,540$40.4M0.02%−4,889−0.9%Reduced
Retirement Systems of Alabama496,890$38.3M0.14%−6,729−1.3%Reduced
Citigroup Inc478,636$36.9M0.03%+345,561+259.7%Added
Public Employees Retirement Association of Colorado478,197$36.8M0.14%−867−0.2%Reduced
Cookson Peirce & Co Inc461,374$35.5M1.56%−8,349−1.8%Reduced
Artemis Investment Management LLP454,435$35.0M0.45%−11,803−2.5%Reduced
Swiss National Bank440,455$33.9M0.02%−10,900−2.4%Reduced
Trexquant Investment LP427,458$32.9M0.37%+106,786+33.3%Added
California Public Employees Retirement System421,391$32.5M0.02%+28,180+7.2%Added
Millennium Management LLC405,820$31.3M0.03%+221,792+120.5%Added
Sessa Capital IM, L.P.400,000$30.8M0.94%00.0%Unchanged
Wells Fargo & Company385,515$29.7M0.01%+24,121+6.7%Added
Polar Capital Holdings Plc373,464$28.8M0.15%+117,230+45.8%Added
BNP Paribas Arbitrage, SA366,860$28.3M0.02%+120,583+49.0%Added
Macquarie Group Ltd357,205$27.5M0.03%−12,229−3.3%Reduced
STRS Ohio352,928$27.2M0.10%−4,991−1.4%Reduced
Clearbridge Investments, LLC337,245$26.0M0.02%+69,460+25.9%Added
Clearfield Capital Management LP308,495$23.8M18.30%00.0%Unchanged
Quantinno Capital Management LP302,069$23.3M0.10%+52,360+21.0%Added
Alliancebernstein L.P.298,869$23.0M0.01%+2,141+0.7%Added
South Street Advisors LLC298,350$23.0M3.41%−1,758−0.6%Reduced
Great Lakes Advisors, LLC295,572$22.8M0.19%−31,473−9.6%Reduced
Unisphere Establishment287,500$22.1M0.18%00.0%Unchanged
Envestnet Asset Management Inc287,220$22.1M0.01%−27,645−8.8%Reduced
Man Group plc284,583$21.9M0.05%−111,579−28.2%Reduced
Gotham Asset Management, LLC283,196$21.8M0.13%+91,037+47.4%Added
American Century Companies Inc272,941$21.0M0.01%+12,517+4.8%Added
State Board of Administration of Florida Retirement System232,466$17.9M0.03%+1,420+0.6%Added
Makena Capital Management LLC232,316$17.9M1.79%+8,683+3.9%Added
Community Trust & Investment Co231,417$17.8M1.03%+917+0.4%Added
Voya Investment Management LLC231,197$17.8M0.02%−258,061−52.7%Reduced
Nissay Asset Management Corp224,876$17.3M0.10%+162,809+262.3%Added
Impax Asset Management Group plc223,145$17.2M0.10%−76,855−25.6%Reduced
Factory Mutual Insurance Co217,800$16.8M0.18%−31,300−12.6%Reduced
California State Teachers Retirement System216,181$16.6M0.02%+742+0.3%Added
Davidson Kempner Capital Management LP210,000$16.2M0.25%00.0%Unchanged
Distillate Capital Partners LLC207,952$16.0M0.86%−10,459−4.8%Reduced