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 2025
Institutional positions in US Foods Holding Corp. as of Dec 31, 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
- 648
- +17 vs. Q3 2025
- Shares held
- 231.3M
- +6.00M (+2.7%) vs. Q3 2025
- Total value
- $17.4B
- +$195.4M (+1.1%) vs. Q3 2025
- New holders
- 107
- 207 more added
- Sold out
- 90
- 256 more reduced
15 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $17.5B |
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding US Foods Holding Corp.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 21,875,536 | $1.65B | 0.02% | −489,851−2.2% | Reduced |
| BlackRock, Inc. | 20,005,628 | $1.51B | 0.03% | −249,335−1.2% | Reduced |
| Boston Partners | 16,203,880 | $1.22B | 1.27% | +73,656+0.5% | Added |
| FMR LLC | 14,420,041 | $1.09B | 0.06% | −944,126−6.1% | Reduced |
| Wellington Management Group LLP | 13,780,526 | $1.04B | 0.18% | +904,556+7.0% | Added |
| Capital World Investors | 12,862,100 | $968.8M | 0.13% | +1,197,360+10.3% | Added |
| Invesco Ltd. | 8,146,973 | $613.6M | 0.06% | −17,089−0.2% | Reduced |
| State Street Corp | 6,819,419 | $513.6M | 0.02% | −98,969−1.4% | Reduced |
| Victory Capital Management Inc | 4,816,327 | $362.8M | 0.20% | −307,347−6.0% | Reduced |
| Massachusetts Financial Services Co | 4,494,292 | $338.5M | 0.11% | −1,221,211−21.4% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 4,283,474 | $322.6M | 3.01% | +922,274+27.4% | Added |
| Price T Rowe Associates Inc | 4,165,611 | $313.8M | 0.03% | +3,353,396+412.9% | Added |
| Geode Capital Management, LLC | 4,071,084 | $306.7M | 0.02% | −1,0120.0% | Reduced |
| Primecap Management Co | 3,911,610 | $294.6M | 0.22% | +118,401+3.1% | Added |
| Dimensional Fund Advisors LP | 3,642,852 | $274.4M | 0.06% | −268,705−6.9% | Reduced |
| Artisan Partners Limited Partnership | 3,127,601 | $235.6M | 0.36% | +143,165+4.8% | Added |
| Morgan Stanley | 3,023,049 | $227.7M | 0.01% | −76,484−2.5% | Reduced |
| Bessemer Group Inc | 2,875,177 | $216.6M | 0.33% | −257,616−8.2% | Reduced |
| Bank of Montreal | 2,866,721 | $215.9M | 0.09% | +2,831,573+8,056.1% | Added |
| Norges Bank | 2,560,390 | $192.8M | 0.02% | +2,560,390 | New |
| JPMorgan Chase & Co | 2,346,671 | $176.8M | 0.01% | +13,714+0.6% | Added |
| AQR Capital Management LLC | 2,165,347 | $163.1M | 0.09% | +3,981+0.2% | Added |
| Northern Trust Corp | 1,861,849 | $140.2M | 0.02% | −93,883−4.8% | Reduced |
| Clarkston Capital Partners, LLC | 1,763,116 | $132.8M | 3.07% | −132,429−7.0% | Reduced |
| Pertento Partners LLP | 1,677,420 | $126.3M | 13.88% | +252,805+17.7% | Added |
| Charles Schwab Investment Management Inc | 1,664,839 | $125.4M | 0.02% | +16,121+1.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,592,326 | $119.9M | 0.07% | +67,229+4.4% | Added |
| Deutsche Bank AG | 1,529,562 | $115.2M | 0.04% | +348,027+29.5% | Added |
| Qube Research & Technologies Ltd | 1,524,302 | $114.8M | 0.16% | −480,546−24.0% | Reduced |
| Ameriprise Financial Inc | 1,511,721 | $113.9M | 0.03% | −238,331−13.6% | Reduced |
| Panagora Asset Management Inc | 1,496,933 | $112.7M | 0.40% | +306,513+25.7% | Added |
| Bank of New York Mellon Corp | 1,413,270 | $106.4M | 0.02% | −221,676−13.6% | Reduced |
| Goldman Sachs Group Inc | 1,316,889 | $99.2M | 0.01% | +306,599+30.3% | Added |
| Silvercrest Asset Management Group LLC | 1,271,222 | $95.7M | 0.66% | −91,917−6.7% | Reduced |
| UBS Asset Management Americas Inc | 1,199,667 | $90.4M | 0.02% | +181,392+17.8% | Added |
| Atalan Capital Partners, LP | 1,190,000 | $89.6M | 6.38% | −483,000−28.9% | Reduced |
| UBS Group AG | 1,174,860 | $88.5M | 0.02% | −60,527−4.9% | Reduced |
| Glenview Capital Management, LLC | 1,137,763 | $85.7M | 1.83% | +72,434+6.8% | Added |
| Ci Investments Inc. | 1,135,644 | $85.5M | 0.37% | −1,054,964−48.2% | Reduced |
| Neuberger Berman Group LLC | 1,078,681 | $81.2M | 0.06% | +38,866+3.7% | Added |
| Bank of America Corp | 1,007,785 | $75.9M | 0.01% | −40,837−3.9% | Reduced |
| Interval Partners, LP | 988,605 | $74.5M | 1.74% | +988,605 | New |
| Voloridge Investment Management, LLC | 985,312 | $74.2M | 0.26% | +211,143+27.3% | Added |
| Steadfast Capital Management LP | 964,900 | $72.7M | 1.27% | +171,200+21.6% | Added |
| Scopus Asset Management, L.P. | 930,000 | $70.0M | 1.95% | +930,000 | New |
| Brown Advisory Inc | 850,030 | $64.0M | 0.09% | +846,520+24,117.4% | Added |
| Alliancebernstein L.P. | 813,270 | $61.3M | 0.02% | +493,198+154.1% | Added |
| Parnassus Investments | 808,109 | $60.9M | 0.16% | −68,582−7.8% | Reduced |
| Raymond James Financial Inc | 768,857 | $58.0M | 0.02% | −20,709−2.6% | Reduced |
| Pacer Advisors, Inc. | 766,147 | $57.7M | 0.15% | +731,747+2,127.2% | Added |
| Tensile Capital Management LP | 764,042 | $57.5M | 7.45% | 00.0% | Unchanged |
| Commerce Bank | 763,928 | $57.5M | 0.32% | +3,293+0.4% | Added |
| Jupiter Asset Management Ltd | 696,651 | $52.5M | 0.42% | +44,537+6.8% | Added |
| Manufacturers Life Insurance Company, The | 689,740 | $52.0M | 0.04% | +12,100+1.8% | Added |
| Man Group plc | 648,422 | $48.8M | 0.09% | −127,667−16.5% | Reduced |
| Ensign Peak Advisors, Inc | 623,845 | $47.0M | 0.08% | −171,343−21.5% | Reduced |
| SEI Investments Co | 604,882 | $45.6M | 0.04% | +37,243+6.6% | Added |
| T. Rowe Price Investment Management, Inc. | 586,988 | $44.2M | 0.03% | +365,868+165.5% | Added |
| Rhumbline Advisers | 586,162 | $44.1M | 0.04% | −25,556−4.2% | Reduced |
| Quantinno Capital Management LP | 569,864 | $42.9M | 0.09% | +126,026+28.4% | Added |
| Chescapmanager LLC | 558,457 | $42.1M | 6.94% | −20,000−3.5% | Reduced |
| Nuveen, LLC | 514,489 | $38.8M | 0.01% | −46,250−8.2% | Reduced |
| CIBC Private Wealth Group, LLC | 496,186 | $37.4M | 0.06% | −30,908−5.9% | Reduced |
| Millennium Management LLC | 492,650 | $37.1M | 0.03% | −2,829−0.6% | Reduced |
| Principal Financial Group Inc | 479,471 | $36.1M | 0.02% | −20,786−4.2% | Reduced |
| Retirement Systems of Alabama | 462,254 | $34.8M | 0.11% | −4,681−1.0% | Reduced |
| Pictet Asset Management Holding SA | 458,720 | $34.6M | 0.03% | −13,596−2.9% | Reduced |
| Polar Capital Holdings Plc | 458,296 | $34.5M | 0.16% | +69,504+17.9% | Added |
| Sessa Capital IM, L.P. | 445,592 | $33.6M | 0.67% | −335,703−43.0% | Reduced |
| Swiss National Bank | 443,955 | $33.4M | 0.02% | −4,600−1.0% | Reduced |
| Cookson Peirce & Co Inc | 443,640 | $33.4M | 1.38% | −5,077−1.1% | Reduced |
| California Public Employees Retirement System | 429,878 | $32.4M | 0.02% | −14,015−3.2% | Reduced |
| Gotham Asset Management, LLC | 418,714 | $31.5M | 0.12% | +41,455+11.0% | Added |
| Citigroup Inc | 418,109 | $31.5M | 0.02% | −304,066−42.1% | Reduced |
| Prudential Financial Inc | 400,875 | $30.4M | 0.04% | +54,550+15.8% | Added |
| Renaissance Technologies LLC | 396,200 | $29.8M | 0.05% | −93,000−19.0% | Reduced |
| Osterweis Capital Management Inc | 391,536 | $29.5M | 1.25% | +391,536 | New |
| Wells Fargo & Company | 386,298 | $29.1M | 0.01% | −2,221−0.6% | Reduced |
| Legal & General Group Plc | 386,076 | $29.1M | 0.01% | −100,728−20.7% | Reduced |
| Alyeska Investment Group, L.P. | 362,287 | $27.3M | 0.08% | +362,287 | New |
| Nomura Asset Management International Inc. | 343,143 | $25.8M | 0.04% | +343,143 | New |
| Clearbridge Investments, LLC | 339,696 | $25.6M | 0.02% | −31,082−8.4% | Reduced |
| Public Employees Retirement Association of Colorado | 337,769 | $25.4M | 0.09% | −140,300−29.3% | Reduced |
| Davidson Kempner Capital Management LP | 316,262 | $23.8M | 0.35% | −420,082−57.0% | Reduced |
| Premier Fund Managers Ltd | 313,700 | $23.8M | 1.37% | +313,700 | New |
| Artemis Investment Management LLP | 299,725 | $22.6M | 0.27% | −46,476−13.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 285,015 | $21.5M | 0.19% | +256,013+882.7% | Added |
| Unisphere Establishment | 275,000 | $20.7M | 0.15% | +28,000+11.3% | Added |
| South Street Advisors LLC | 273,545 | $20.6M | 2.89% | −21,439−7.3% | Reduced |
| Danske Bank A/S | 268,926 | $20.3M | 0.05% | −26,126−8.9% | Reduced |
| American Century Companies Inc | 256,670 | $19.3M | 0.01% | −23,695−8.5% | Reduced |
| Trexquant Investment LP | 249,282 | $18.8M | 0.17% | −4,644−1.8% | Reduced |
| Bridgewater Associates, LP | 240,482 | $18.1M | 0.07% | −2,862−1.2% | Reduced |
| Clearfield Capital Management LP | 232,200 | $17.5M | 9.45% | −20,000−7.9% | Reduced |
| Impax Asset Management Group plc | 230,000 | $17.3M | 0.11% | +20,000+9.5% | Added |
| OP Asset Management Ltd | 225,670 | $17.0M | 0.20% | +101,504+81.7% | Added |
| Makena Capital Management LLC | 223,384 | $16.8M | 2.02% | −29,291−11.6% | Reduced |
| Russell Investments Group, Ltd. | 222,307 | $16.7M | 0.02% | +85,766+62.8% | Added |
| Distillate Capital Partners LLC | 213,495 | $16.1M | 0.83% | +213,495 | New |
| California State Teachers Retirement System | 213,402 | $16.1M | 0.02% | −5,180−2.4% | Reduced |