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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 196,652 | $15.1M | 0.29% | +7,360+3.9% | Added |
| Thrivent Financial for Lutherans | 194,490 | $15.0M | 0.03% | +28,113+16.9% | Added |
| Westwood Holdings Group Inc. | 189,331 | $14.6M | 0.10% | +189,331 | New |
| Aryeh Capital Management Ltd. | 187,169 | $14.4M | 11.29% | −28,900−13.4% | Reduced |
| Danske Bank A/S | 185,374 | $14.3M | 0.04% | +20,619+12.5% | Added |
| Jag Capital Management, LLC | 180,342 | $13.9M | 1.56% | −5,965−3.2% | Reduced |
| Hook Mill Capital Partners, LP | 178,973 | $13.8M | 1.35% | +19,468+12.2% | Added |
| Mackenzie Financial Corp | 173,955 | $13.4M | 0.02% | −107,710−38.2% | Reduced |
| First Trust Advisors LP | 170,507 | $13.1M | 0.01% | −99,075−36.8% | Reduced |
| New York State Teachers Retirement System | 167,123 | $12.9M | 0.03% | +6,855+4.3% | Added |
| Ieq Capital, LLC | 157,377 | $12.1M | 0.07% | +19,767+14.4% | Added |
| State of Wisconsin Investment Board | 151,527 | $11.7M | 0.03% | −17,042−10.1% | Reduced |
| Algert Global LLC | 149,806 | $11.5M | 0.24% | −66,999−30.9% | Reduced |
| Congress Wealth Management LLC | 144,423 | $11.1M | 0.11% | −56,603−28.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 140,840 | $10.8M | 0.01% | −29,355−17.2% | Reduced |
| Public Employees Retirement System of Ohio | 140,649 | $10.8M | 0.04% | +68,272+94.3% | Added |
| Avalon Trust Co | 140,425 | $10.8M | 0.79% | +1,125+0.8% | Added |
| Russell Investments Group, Ltd. | 140,381 | $10.8M | 0.01% | −2,615−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 138,810 | $10.7M | 0.01% | −2,122−1.5% | Reduced |
| Brant Point Investment Management LLC | 137,498 | $10.6M | 2.41% | −10,806−7.3% | Reduced |
| Barclays PLC | 136,130 | $10.5M | 0.00% | +176+0.1% | Added |
| Natixis Advisors, L.P. | 135,265 | $10.4M | 0.02% | −20,516−13.2% | Reduced |
| Great West Life Assurance Co | 134,851 | $10.4M | 0.02% | −6,742−4.8% | Reduced |
| OP Asset Management Ltd | 134,654 | $10.4M | 0.15% | −4,651−3.3% | Reduced |
| Hantz Financial Services, Inc. | 131,307 | $10.1M | 0.16% | −39,554−23.1% | Reduced |
| Segall Bryant & Hamill, LLC | 128,768 | $9.92M | 0.14% | +7,898+6.5% | Added |
| Cozad Asset Management Inc | 128,137 | $9.87M | 0.86% | +128,137 | New |
| Allianz Asset Management GmbH | 127,892 | $9.85M | 0.01% | +23,124+22.1% | Added |
| Illinois Municipal Retirement Fund | 125,135 | $9.64M | 0.13% | +33,415+36.4% | Added |
| MetLife Investment Management | 124,549 | $9.59M | 0.06% | −3,150−2.5% | Reduced |
| Verition Fund Management LLC | 117,093 | $9.02M | 0.05% | −11,611−9.0% | Reduced |
| Edgestream Partners, L.P. | 116,351 | $8.96M | 0.25% | +80,643+225.8% | Added |
| Mutual of America Capital Management LLC | 115,051 | $8.86M | 0.10% | −3,523−3.0% | Reduced |
| Ararat Capital Management, LP | 114,905 | $8.85M | 4.02% | −20,135−14.9% | Reduced |
| Natixis | 113,259 | $8.72M | 0.04% | +113,259 | New |
| Contravisory Investment Management, Inc. | 109,535 | $8.44M | 1.66% | +109,198+32,403.0% | Added |
| Treasurer of the State of North Carolina | 107,264 | $8.26M | 0.03% | +7,725+7.8% | Added |
| Amalgamated Bank | 107,127 | $8.25M | 0.06% | +2,272+2.2% | Added |
| Rivermont Capital Management LP | 106,179 | $8.18M | 2.61% | −51,624−32.7% | Reduced |
| New York State Common Retirement Fund | 106,068 | $8.17M | 0.01% | +6,000+6.0% | Added |
| Brevan Howard Capital Management LP | 105,253 | $8.11M | 0.09% | +20,270+23.9% | Added |
| Teacher Retirement System of Texas | 105,217 | $8.10M | 0.03% | −4,607−4.2% | Reduced |
| Moran Wealth Management, LLC | 104,684 | $8.06M | 0.25% | −667−0.6% | Reduced |
| Amundi | 100,792 | $7.83M | 0.00% | −430.0% | Reduced |
| LPL Financial LLC | 101,576 | $7.82M | 0.00% | −17,468−14.7% | Reduced |
| Janus Henderson Group PLC | 99,659 | $7.67M | 0.00% | −4,600−4.4% | Reduced |
| Longbow Finance SA | 98,310 | $7.57M | 0.81% | −68,071−40.9% | Reduced |
| AXA S.A. | 94,397 | $7.27M | 0.02% | −34,701−26.9% | Reduced |
| Engineers Gate Manager LP | 92,317 | $7.11M | 0.09% | −152,061−62.2% | Reduced |
| Comerica Bank | 91,975 | $7.08M | 0.03% | −756−0.8% | Reduced |
| Jane Street Group, LLC | 90,284 | $6.95M | 0.01% | −47,950−34.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 87,376 | $6.73M | 0.06% | +8,335+10.5% | Added |
| Bridgewater Associates, LP | 87,222 | $6.72M | 0.03% | +45,476+108.9% | Added |
| State of Tennessee, Treasury Department | 86,898 | $6.69M | 0.02% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 83,474 | $6.43M | 0.01% | −357,744−81.1% | Reduced |
| Yousif Capital Management, LLC | 82,500 | $6.35M | 0.07% | −1,249−1.5% | Reduced |
| Colony Group, LLC | 80,646 | $6.21M | 0.01% | +1,429+1.8% | Added |
| Fifth Third Wealth Advisors LLC | 80,030 | $6.16M | 0.26% | −14,026−14.9% | Reduced |
| Federated Hermes, Inc. | 79,178 | $6.10M | 0.01% | −12,010−13.2% | Reduced |
| Winton Group Ltd | 77,315 | $5.95M | 0.30% | +77,315 | New |
| Kennedy Capital Management, Inc. | 76,451 | $5.89M | 0.14% | −8,278−9.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 76,135 | $5.86M | 0.06% | +74,671+5,100.5% | Added |
| Gateway Investment Advisers LLC | 74,946 | $5.77M | 0.06% | −190.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,626 | $5.67M | 0.01% | +4,112+5.9% | Added |
| Ontario Teachers Pension Plan Board | 72,797 | $5.61M | 0.12% | +52,853+265.0% | Added |
| State of New Jersey Common Pension Fund D | 70,331 | $5.42M | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 68,093 | $5.24M | 0.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 67,274 | $5.18M | 0.03% | +457+0.7% | Added |
| Los Angeles Capital Management LLC | 66,487 | $5.12M | 0.02% | +39,500+146.4% | Added |
| Boothbay Fund Management, LLC | 66,480 | $5.12M | 0.16% | −919−1.4% | Reduced |
| State of Alaska, Department of Revenue | 66,000 | $5.08M | 0.05% | −995−1.5% | Reduced |
| Louisiana State Employees Retirement System | 65,100 | $5.01M | 0.09% | +600+0.9% | Added |
| CWM, LLC | 64,502 | $4.97M | 0.02% | +14,577+29.2% | Added |
| Verdence Capital Advisors LLC | 64,255 | $4.95M | 0.34% | +4,374+7.3% | Added |
| Qsemble Capital Management, LP | 63,628 | $4.90M | 0.47% | +63,628 | New |
| Nomura Asset Management Co Ltd | 62,352 | $4.80M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 59,441 | $4.58M | 0.02% | +4,371+7.9% | Added |
| EAM Global Investors LLC | 59,199 | $4.56M | 1.18% | +59,199 | New |
| Jupiter Asset Management Ltd | 57,825 | $4.45M | 0.04% | −1,333,662−95.8% | Reduced |
| State of Michigan Retirement System | 55,600 | $4.28M | 0.02% | +500+0.9% | Added |
| Ethic Inc. | 53,906 | $4.17M | 0.07% | +2,832+5.5% | Added |
| Handelsbanken Fonder AB | 52,441 | $4.04M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 51,654 | $3.98M | 0.06% | +431+0.8% | Added |
| Oliver Luxxe Assets LLC | 50,793 | $3.91M | 0.70% | +376+0.7% | Added |
| Chase Investment Counsel Corp | 50,264 | $3.87M | 1.24% | −250.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 49,255 | $3.86M | 0.01% | +7,540+18.1% | Added |
| Janney Montgomery Scott LLC | 48,994 | $3.77M | 0.01% | −15,091−23.5% | Reduced |
| Cerity Partners LLC | 47,977 | $3.69M | 0.01% | +8,162+20.5% | Added |
| KLP Kapitalforvaltning AS | 47,900 | $3.69M | 0.02% | +1,200+2.6% | Added |
| CI Private Wealth, LLC | 47,828 | $3.68M | 0.01% | −2,847−5.6% | Reduced |
| Franklin Resources Inc | 47,780 | $3.68M | 0.00% | +11,244+30.8% | Added |
| New Mexico Educational Retirement Board | 47,436 | $3.65M | 0.12% | −2,300−4.6% | Reduced |
| Oregon Public Employees Retirement Fund | 47,026 | $3.62M | 0.06% | +195+0.4% | Added |
| Dean Investment Associates, LLC | 46,691 | $3.60M | 0.53% | +2,164+4.9% | Added |
| Bank of Nova Scotia | 45,921 | $3.54M | 0.01% | +45,921 | New |
| Ameritas Investment Partners, Inc. | 44,919 | $3.46M | 0.11% | −409−0.9% | Reduced |
| Martingale Asset Management L P | 44,563 | $3.43M | 0.08% | +9,004+25.3% | Added |
| Redwood Investment Management, LLC | 44,499 | $3.43M | 0.36% | −32,337−42.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 43,161 | $3.32M | 0.05% | +43,161 | New |
| First American Bank | 39,705 | $3.06M | 0.21% | +1,206+3.1% | Added |