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 | $17.4B |
| 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, 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 |
|---|---|---|---|---|---|
| TD Asset Management Inc | 22,571 | $1.70M | 0.00% | +3,293+17.1% | Added |
| Cetera Investment Advisers | 22,703 | $1.71M | 0.00% | +46+0.2% | Added |
| Twinbeech Capital LP | 23,300 | $1.75M | 0.12% | +23,300 | New |
| Cambridge Investment Research Advisors, Inc. | 24,204 | $1.82M | 0.00% | +1,472+6.5% | Added |
| Daiwa Securities Group Inc. | 24,438 | $1.84M | 0.01% | +6,938+39.6% | Added |
| EP Wealth Advisors, LLC | 24,600 | $1.85M | 0.01% | +24,600 | New |
| Corbyn Investment Management Inc | 24,613 | $1.85M | 0.54% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 25,208 | $1.90M | 0.35% | −3,599−12.5% | Reduced |
| Xponance, Inc. | 25,421 | $1.91M | 0.01% | −4,024−13.7% | Reduced |
| Sterling Capital Management LLC | 25,430 | $1.92M | 0.03% | +3,578+16.4% | Added |
| D. E. Shaw & Co., Inc. | 26,270 | $1.98M | 0.00% | −68,828−72.4% | Reduced |
| Dean Capital Management | 26,273 | $1.98M | 0.84% | +814+3.2% | Added |
| Kennedy Capital Management, Inc. | 26,635 | $2.01M | 0.04% | −18,580−41.1% | Reduced |
| Vestcor Inc | 27,407 | $2.06M | 0.06% | −2,311−7.8% | Reduced |
| Atria Investments LLC | 27,664 | $2.08M | 0.02% | −795−2.8% | Reduced |
| Paradigm Asset Management Co LLC | 27,700 | $2.09M | 0.48% | −1,700−5.8% | Reduced |
| Cerity Partners LLC | 28,051 | $2.11M | 0.00% | −9,420−25.1% | Reduced |
| Pathstone Holdings, LLC | 28,278 | $2.13M | 0.01% | +1,381+5.1% | Added |
| Oak Thistle LLC | 28,327 | $2.13M | 0.30% | +607+2.2% | Added |
| Advisor Group Holdings, Inc. | 28,711 | $2.16M | 0.00% | −10,499−26.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,000 | $2.18M | 0.07% | +29,000 | New |
| South Dakota Investment Council | 29,809 | $2.25M | 0.04% | −2,400−7.5% | Reduced |
| Gateway Investment Advisers LLC | 29,870 | $2.25M | 0.02% | −36,180−54.8% | Reduced |
| Credit Agricole S A | 31,189 | $2.35M | 0.01% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 31,250 | $2.35M | 0.27% | −500−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 31,681 | $2.39M | 0.00% | −286,424−90.0% | Reduced |
| IHT Wealth Management, LLC | 31,967 | $2.41M | 0.06% | −2,876−8.3% | Reduced |
| JustInvest LLC | 32,157 | $2.42M | 0.02% | +2,796+9.5% | Added |
| Eurizon Capital SGR S.p.A. | 32,227 | $2.43M | 0.01% | +32,227 | New |
| Sirios Capital Management L P | 32,605 | $2.46M | 0.31% | −499−1.5% | Reduced |
| Capital International Sarl | 33,165 | $2.50M | 0.04% | +2,559+8.4% | Added |
| Creative Planning | 34,110 | $2.57M | 0.00% | +2,165+6.8% | Added |
| Truist Financial Corp | 35,003 | $2.64M | 0.00% | +1,193+3.5% | Added |
| Catalyst Capital Advisors LLC | 35,825 | $2.70M | 0.06% | −2,853−7.4% | Reduced |
| Federated Hermes, Inc. | 36,838 | $2.77M | 0.00% | −2,731−6.9% | Reduced |
| Mercer Global Advisors Inc | 37,198 | $2.80M | 0.00% | +3,976+12.0% | Added |
| Amundi | 37,206 | $2.80M | 0.00% | −108,030−74.4% | Reduced |
| Utah Retirement Systems | 37,655 | $2.84M | 0.03% | −240−0.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 38,924 | $2.93M | 0.01% | +27,454+239.4% | Added |
| Virginia Retirement Systems Et Al | 39,109 | $2.95M | 0.02% | −9,600−19.7% | Reduced |
| Worldquant Millennium Advisors LLC | 40,072 | $3.02M | 0.01% | +37,303+1,347.2% | Added |
| Ameritas Investment Partners, Inc. | 40,858 | $3.08M | 0.09% | −1,351−3.2% | Reduced |
| Harvest Investment Services, LLC | 41,157 | $3.10M | 0.58% | −672−1.6% | Reduced |
| CenterBook Partners LP | 41,303 | $3.11M | 0.15% | +41,303 | New |
| Ontario Teachers Pension Plan Board | 41,554 | $3.13M | 0.07% | +6,417+18.3% | Added |
| Two Sigma Investments, LP | 42,247 | $3.18M | 0.00% | +42,247 | New |
| First American Bank | 43,409 | $3.27M | 0.20% | +1,309+3.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 42,651 | $3.28M | 0.00% | −7,508−15.0% | Reduced |
| Elo Mutual Pension Insurance Co | 44,321 | $3.34M | 0.05% | −6,639−13.0% | Reduced |
| Oregon Public Employees Retirement Fund | 44,360 | $3.34M | 0.04% | −966−2.1% | Reduced |
| Captrust Financial Advisors | 46,620 | $3.51M | 0.01% | +15,526+49.9% | Added |
| New Mexico Educational Retirement Board | 47,436 | $3.57M | 0.11% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 48,393 | $3.64M | 0.04% | +5,867+13.8% | Added |
| Savoir Faire Capital Management, L.P. | 49,042 | $3.69M | 1.75% | −46,299−48.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 49,880 | $3.76M | 0.04% | −310−0.6% | Reduced |
| Kestra Advisory Services, LLC | 50,048 | $3.77M | 0.02% | +2,175+4.5% | Added |
| Federation des caisses Desjardins du Quebec | 50,050 | $3.77M | 0.01% | +2,512+5.3% | Added |
| Dean Investment Associates, LLC | 50,856 | $3.83M | 0.55% | +1,146+2.3% | Added |
| Argent Capital Management LLC | 50,894 | $3.83M | 0.11% | −600−1.2% | Reduced |
| Algert Global LLC | 51,573 | $3.88M | 0.06% | −31,860−38.2% | Reduced |
| Boothbay Fund Management, LLC | 52,643 | $3.97M | 0.10% | −24,655−31.9% | Reduced |
| State of Michigan Retirement System | 52,700 | $3.97M | 0.02% | −900−1.7% | Reduced |
| Thrivent Financial for Lutherans | 54,061 | $4.07M | 0.01% | −13,511−20.0% | Reduced |
| Janney Montgomery Scott LLC | 54,102 | $4.08M | 0.01% | +4,558+9.2% | Added |
| KLP Kapitalforvaltning AS | 55,000 | $4.14M | 0.02% | +800+1.5% | Added |
| Ethic Inc. | 55,639 | $4.19M | 0.06% | +2,463+4.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 55,789 | $4.20M | 0.02% | −2,001−3.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 56,043 | $4.22M | 0.60% | +56,043 | New |
| CWM, LLC | 56,253 | $4.24M | 0.01% | −4,997−8.2% | Reduced |
| Oliver Luxxe Assets LLC | 56,664 | $4.27M | 0.65% | +3,601+6.8% | Added |
| Teacher Retirement System of Texas | 59,109 | $4.45M | 0.02% | −23,927−28.8% | Reduced |
| Nissay Asset Management Corp | 59,744 | $4.50M | 0.02% | −154,219−72.1% | Reduced |
| Handelsbanken Fonder AB | 59,941 | $4.51M | 0.01% | −9,300−13.4% | Reduced |
| Louisiana State Employees Retirement System | 61,700 | $4.65M | 0.08% | −1,000−1.6% | Reduced |
| State of Alaska, Department of Revenue | 62,147 | $4.68M | 0.05% | −2,465−3.8% | Reduced |
| Verdence Capital Advisors LLC | 62,197 | $4.68M | 0.28% | +1,484+2.4% | Added |
| Arizona State Retirement System | 62,970 | $4.74M | 0.03% | −5,489−8.0% | Reduced |
| Nomura Asset Management Co Ltd | 63,622 | $4.79M | 0.01% | +190.0% | Added |
| Nordea Investment Management AB | 64,031 | $4.83M | 0.00% | +64,031 | New |
| XTX Topco Ltd | 64,896 | $4.89M | 0.13% | +9,704+17.6% | Added |
| Strategic Global Advisors, LLC | 66,200 | $4.99M | 0.77% | +66,200 | New |
| CI Private Wealth, LLC | 66,587 | $5.02M | 0.01% | +5,106+8.3% | Added |
| Fifth Third Wealth Advisors LLC | 66,876 | $5.04M | 0.18% | −13,154−16.4% | Reduced |
| Ararat Capital Management, LP | 68,440 | $5.15M | 2.54% | +6,667+10.8% | Added |
| Teachers Retirement System of the State of Kentucky | 69,593 | $5.24M | 0.04% | −3,500−4.8% | Reduced |
| SaddleRock Capital Management LLC | 70,992 | $5.35M | 5.36% | +70,992 | New |
| State of New Jersey Common Pension Fund D | 72,555 | $5.46M | 0.02% | −3,920−5.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 73,637 | $5.55M | 0.01% | +51,199+228.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 75,003 | $5.65M | 0.05% | +13,841+22.6% | Added |
| Capital Fund Management S.A. | 76,653 | $5.77M | 0.05% | −27,140−26.1% | Reduced |
| SG Americas Securities, LLC | 79,069 | $5.96M | 0.01% | +40,554+105.3% | Added |
| Yousif Capital Management, LLC | 72,552 | $6.05M | 0.07% | −2,372−3.2% | Reduced |
| Comerica Bank | 81,186 | $6.11M | 0.02% | −3,370−4.0% | Reduced |
| Tradewinds, LLC. | 82,238 | $6.19M | 1.48% | +4,891+6.3% | Added |
| Winton Group Ltd | 84,180 | $6.34M | 0.22% | +84,180 | New |
| Kingdon Capital Management, L.L.C. | 85,000 | $6.40M | 0.98% | +85,000 | New |
| Franklin Resources Inc | 85,233 | $6.42M | 0.00% | −514−0.6% | Reduced |
| Allianz Asset Management GmbH | 85,802 | $6.46M | 0.01% | −7,079−7.6% | Reduced |
| Woodbridge Co Ltd | 87,233 | $6.57M | 0.02% | +87,233 | New |
| Hudson Bay Capital Management LP | 89,137 | $6.71M | 0.04% | +89,137 | New |