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
- 232.9M
- −1.58M (−0.7%) vs. Q1 2025
- Total value
- $17.9B
- +$2.60B (+16.9%) 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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding US Foods Holding Corp.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Natixis | 113,259 | $8.72M | 0.04% | +113,259 | New |
| Ararat Capital Management, LP | 114,905 | $8.85M | 4.02% | −20,135−14.9% | Reduced |
| Mutual of America Capital Management LLC | 115,051 | $8.86M | 0.10% | −3,523−3.0% | Reduced |
| Edgestream Partners, L.P. | 116,351 | $8.96M | 0.25% | +80,643+225.8% | Added |
| Verition Fund Management LLC | 117,093 | $9.02M | 0.05% | −11,611−9.0% | Reduced |
| MetLife Investment Management | 124,549 | $9.59M | 0.06% | −3,150−2.5% | Reduced |
| Illinois Municipal Retirement Fund | 125,135 | $9.64M | 0.13% | +33,415+36.4% | Added |
| Allianz Asset Management GmbH | 127,892 | $9.85M | 0.01% | +23,124+22.1% | Added |
| Cozad Asset Management Inc | 128,137 | $9.87M | 0.86% | +128,137 | New |
| Segall Bryant & Hamill, LLC | 128,768 | $9.92M | 0.14% | +7,898+6.5% | Added |
| Hantz Financial Services, Inc. | 131,307 | $10.1M | 0.16% | −39,554−23.1% | Reduced |
| OP Asset Management Ltd | 134,654 | $10.4M | 0.15% | −4,651−3.3% | Reduced |
| Great West Life Assurance Co | 134,851 | $10.4M | 0.02% | −6,742−4.8% | Reduced |
| Natixis Advisors, L.P. | 135,265 | $10.4M | 0.02% | −20,516−13.2% | Reduced |
| Barclays PLC | 136,130 | $10.5M | 0.00% | +176+0.1% | Added |
| Brant Point Investment Management LLC | 137,498 | $10.6M | 2.41% | −10,806−7.3% | Reduced |
| Manufacturers Life Insurance Company, The | 138,810 | $10.7M | 0.01% | −2,122−1.5% | Reduced |
| Russell Investments Group, Ltd. | 140,381 | $10.8M | 0.01% | −2,615−1.8% | Reduced |
| Avalon Trust Co | 140,425 | $10.8M | 0.79% | +1,125+0.8% | Added |
| Public Employees Retirement System of Ohio | 140,649 | $10.8M | 0.04% | +68,272+94.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 140,840 | $10.8M | 0.01% | −29,355−17.2% | Reduced |
| Congress Wealth Management LLC | 144,423 | $11.1M | 0.11% | −56,603−28.2% | Reduced |
| Algert Global LLC | 149,806 | $11.5M | 0.24% | −66,999−30.9% | Reduced |
| State of Wisconsin Investment Board | 151,527 | $11.7M | 0.03% | −17,042−10.1% | Reduced |
| Ieq Capital, LLC | 157,377 | $12.1M | 0.07% | +19,767+14.4% | Added |
| New York State Teachers Retirement System | 167,123 | $12.9M | 0.03% | +6,855+4.3% | Added |
| First Trust Advisors LP | 170,507 | $13.1M | 0.01% | −99,075−36.8% | Reduced |
| Mackenzie Financial Corp | 173,955 | $13.4M | 0.02% | −107,710−38.2% | Reduced |
| Hook Mill Capital Partners, LP | 178,973 | $13.8M | 1.35% | +19,468+12.2% | Added |
| Jag Capital Management, LLC | 180,342 | $13.9M | 1.56% | −5,965−3.2% | Reduced |
| Danske Bank A/S | 185,374 | $14.3M | 0.04% | +20,619+12.5% | Added |
| Aryeh Capital Management Ltd. | 187,169 | $14.4M | 11.29% | −28,900−13.4% | Reduced |
| Westwood Holdings Group Inc. | 189,331 | $14.6M | 0.10% | +189,331 | New |
| Thrivent Financial for Lutherans | 194,490 | $15.0M | 0.03% | +28,113+16.9% | Added |
| RMB Capital Management, LLC | 196,652 | $15.1M | 0.29% | +7,360+3.9% | Added |
| Distillate Capital Partners LLC | 207,952 | $16.0M | 0.86% | −10,459−4.8% | Reduced |
| Davidson Kempner Capital Management LP | 210,000 | $16.2M | 0.25% | 00.0% | Unchanged |
| California State Teachers Retirement System | 216,181 | $16.6M | 0.02% | +742+0.3% | Added |
| Factory Mutual Insurance Co | 217,800 | $16.8M | 0.18% | −31,300−12.6% | Reduced |
| Impax Asset Management Group plc | 223,145 | $17.2M | 0.10% | −76,855−25.6% | Reduced |
| Nissay Asset Management Corp | 224,876 | $17.3M | 0.10% | +162,809+262.3% | Added |
| Voya Investment Management LLC | 231,197 | $17.8M | 0.02% | −13,432−5.5% | Reduced |
| Community Trust & Investment Co | 231,417 | $17.8M | 1.03% | +917+0.4% | Added |
| Makena Capital Management LLC | 232,316 | $17.9M | 1.79% | +8,683+3.9% | Added |
| State Board of Administration of Florida Retirement System | 232,466 | $17.9M | 0.03% | +1,420+0.6% | Added |
| American Century Companies Inc | 272,941 | $21.0M | 0.01% | +12,517+4.8% | Added |
| Gotham Asset Management, LLC | 283,196 | $21.8M | 0.13% | +91,037+47.4% | Added |
| Man Group plc | 284,583 | $21.9M | 0.05% | −111,579−28.2% | Reduced |
| Envestnet Asset Management Inc | 287,220 | $22.1M | 0.01% | −27,645−8.8% | Reduced |
| Unisphere Establishment | 287,500 | $22.1M | 0.18% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 295,572 | $22.8M | 0.19% | −31,473−9.6% | Reduced |
| South Street Advisors LLC | 298,350 | $23.0M | 3.41% | −1,758−0.6% | Reduced |
| Alliancebernstein L.P. | 298,869 | $23.0M | 0.01% | +2,141+0.7% | Added |
| Quantinno Capital Management LP | 302,069 | $23.3M | 0.10% | +52,360+21.0% | Added |
| Clearfield Capital Management LP | 308,495 | $23.8M | 18.30% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 337,245 | $26.0M | 0.02% | +69,460+25.9% | Added |
| STRS Ohio | 352,928 | $27.2M | 0.10% | −4,991−1.4% | Reduced |
| Macquarie Group Ltd | 357,205 | $27.5M | 0.03% | −12,229−3.3% | Reduced |
| BNP Paribas Arbitrage, SA | 366,860 | $28.3M | 0.02% | +120,583+49.0% | Added |
| Polar Capital Holdings Plc | 373,464 | $28.8M | 0.15% | +117,230+45.8% | Added |
| Wells Fargo & Company | 385,515 | $29.7M | 0.01% | +24,121+6.7% | Added |
| Sessa Capital IM, L.P. | 400,000 | $30.8M | 0.94% | 00.0% | Unchanged |
| Millennium Management LLC | 405,820 | $31.3M | 0.03% | +221,792+120.5% | Added |
| California Public Employees Retirement System | 421,391 | $32.5M | 0.02% | +28,180+7.2% | Added |
| Trexquant Investment LP | 427,458 | $32.9M | 0.37% | +106,786+33.3% | Added |
| Swiss National Bank | 440,455 | $33.9M | 0.02% | −10,900−2.4% | Reduced |
| Artemis Investment Management LLP | 454,435 | $35.0M | 0.45% | −11,803−2.5% | Reduced |
| Cookson Peirce & Co Inc | 461,374 | $35.5M | 1.56% | −8,349−1.8% | Reduced |
| Public Employees Retirement Association of Colorado | 478,197 | $36.8M | 0.14% | −867−0.2% | Reduced |
| Citigroup Inc | 478,636 | $36.9M | 0.03% | +345,561+259.7% | Added |
| Royal Bank of Canada | 481,799 | $37.1M | 0.01% | +333,287+224.4% | Added |
| Retirement Systems of Alabama | 496,890 | $38.3M | 0.14% | −6,729−1.3% | Reduced |
| Principal Financial Group Inc | 524,540 | $40.4M | 0.02% | −4,889−0.9% | Reduced |
| CIBC Private Wealth Group, LLC | 539,627 | $41.6M | 0.07% | −150,084−21.8% | Reduced |
| Legal & General Group Plc | 546,374 | $42.1M | 0.01% | +26,534+5.1% | Added |
| Thompson Siegel & Walmsley LLC | 547,257 | $42.1M | 0.71% | −47,042−7.9% | Reduced |
| Chescapmanager LLC | 568,457 | $43.8M | 7.34% | −10,000−1.7% | Reduced |
| Scopus Asset Management, L.P. | 573,567 | $44.2M | 1.18% | −51,433−8.2% | Reduced |
| Prudential Financial Inc | 583,581 | $44.9M | 0.06% | +33,838+6.2% | Added |
| SEI Investments Co | 602,769 | $46.4M | 0.05% | +108,617+22.0% | Added |
| Rhumbline Advisers | 627,625 | $48.3M | 0.04% | −131,816−17.4% | Reduced |
| Nuveen, LLC | 678,818 | $52.3M | 0.01% | −117,345−14.7% | Reduced |
| Renaissance Technologies LLC | 697,300 | $53.7M | 0.07% | +221,900+46.7% | Added |
| Raymond James Financial Inc | 719,917 | $55.4M | 0.02% | −32,106−4.3% | Reduced |
| Deutsche Bank AG | 736,465 | $56.7M | 0.02% | +381,134+107.3% | Added |
| Commerce Bank | 757,842 | $58.4M | 0.34% | +39,105+5.4% | Added |
| Price T Rowe Associates Inc | 793,075 | $61.1M | 0.01% | +89,637+12.7% | Added |
| Tensile Capital Management LP | 799,042 | $61.5M | 7.43% | −25,000−3.0% | Reduced |
| Voloridge Investment Management, LLC | 810,480 | $62.4M | 0.23% | +613,610+311.7% | Added |
| Holocene Advisors, LP | 833,917 | $64.2M | 0.16% | +833,917 | New |
| Ensign Peak Advisors, Inc | 888,276 | $68.4M | 0.12% | −85,186−8.8% | Reduced |
| Parnassus Investments | 910,863 | $70.1M | 0.16% | −69,870−7.1% | Reduced |
| Goldman Sachs Group Inc | 940,389 | $72.4M | 0.01% | −1,340−0.1% | Reduced |
| Pacer Advisors, Inc. | 1,002,244 | $77.2M | 0.20% | +996,814+18,357.5% | Added |
| Neuberger Berman Group LLC | 1,002,761 | $77.2M | 0.06% | −66,893−6.3% | Reduced |
| Congress Asset Management Co | 1,003,058 | $77.2M | 0.53% | −649,747−39.3% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 1,032,000 | $79.5M | 1.10% | −290,000−21.9% | Reduced |
| Panagora Asset Management Inc | 1,108,800 | $85.4M | 0.38% | +413,102+59.4% | Added |
| UBS Group AG | 1,200,557 | $92.5M | 0.02% | +150,278+14.3% | Added |
| Bank of America Corp | 1,326,652 | $102.2M | 0.01% | −192,256−12.7% | Reduced |