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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 93,506 | $6.98M | 0.01% | +93,506 | New |
| Mutual of America Capital Management LLC | 92,782 | $6.99M | 0.07% | −11,209−10.8% | Reduced |
| Treasurer of the State of North Carolina | 93,979 | $7.08M | 0.02% | −9,257−9.0% | Reduced |
| State of Tennessee, Treasury Department | 85,600 | $7.16M | 0.02% | −8,866−9.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 95,837 | $7.22M | 0.06% | −5,846−5.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 97,693 | $7.36M | 0.04% | +66,178+210.0% | Added |
| Two Sigma Advisers, LP | 98,500 | $7.42M | 0.01% | +39,200+66.1% | Added |
| O'Shaughnessy Asset Management, LLC | 98,625 | $7.43M | 0.04% | +21,191+27.4% | Added |
| Janus Henderson Group PLC | 99,381 | $7.48M | 0.00% | −278−0.3% | Reduced |
| Moran Wealth Management, LLC | 99,393 | $7.49M | 0.23% | −3,857−3.7% | Reduced |
| Amalgamated Bank | 100,340 | $7.56M | 0.05% | −4,671−4.4% | Reduced |
| LPL Financial LLC | 102,115 | $7.69M | 0.00% | +3,879+3.9% | Added |
| Contravisory Investment Management, Inc. | 102,707 | $7.74M | 1.53% | −2,731−2.6% | Reduced |
| Great Lakes Advisors, LLC | 103,063 | $7.76M | 0.06% | −46,102−30.9% | Reduced |
| Cozad Asset Management Inc | 107,822 | $8.12M | 0.63% | +8,258+8.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 107,928 | $8.13M | 0.02% | +34,814+47.6% | Added |
| MetLife Investment Management | 108,958 | $8.21M | 0.04% | −6,850−5.9% | Reduced |
| Natixis Advisors, L.P. | 116,002 | $8.74M | 0.01% | +38,237+49.2% | Added |
| New York State Common Retirement Fund | 119,068 | $8.97M | 0.01% | −1,400−1.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 121,992 | $9.19M | 0.01% | −29,561−19.5% | Reduced |
| Colony Group, LLC | 127,910 | $9.63M | 0.01% | +22,720+21.6% | Added |
| RMB Capital Management, LLC | 130,871 | $9.86M | 0.17% | −744−0.6% | Reduced |
| Segall Bryant & Hamill, LLC | 133,579 | $10.1M | 0.14% | +1,262+1.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 138,520 | $10.4M | 0.04% | +118,820+603.1% | Added |
| Brant Point Investment Management LLC | 138,798 | $10.5M | 2.53% | +658+0.5% | Added |
| Public Employees Retirement System of Ohio | 141,054 | $10.6M | 0.03% | −4,419−3.0% | Reduced |
| Avalon Trust Co | 142,931 | $10.8M | 0.70% | +1,256+0.9% | Added |
| State of Wisconsin Investment Board | 143,342 | $10.8M | 0.02% | −8,267−5.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 146,203 | $11.0M | 0.02% | +106,112+264.7% | Added |
| Loomis Sayles & Co L P | 148,018 | $11.1M | 0.01% | +38,578+35.3% | Added |
| Illinois Municipal Retirement Fund | 154,841 | $11.7M | 0.15% | +13,062+9.2% | Added |
| New York State Teachers Retirement System | 157,985 | $11.9M | 0.02% | −6,596−4.0% | Reduced |
| Great West Life Assurance Co | 158,077 | $11.9M | 0.02% | +2,772+1.8% | Added |
| Parkwood LLC | 164,766 | $12.4M | 1.05% | +164,766 | New |
| Royal Bank of Canada | 171,081 | $12.9M | 0.00% | −387,079−69.3% | Reduced |
| Assenagon Asset Management S.A. | 180,277 | $13.6M | 0.02% | +121,105+204.7% | Added |
| First Trust Advisors LP | 180,714 | $13.6M | 0.01% | +15,414+9.3% | Added |
| Envestnet Asset Management Inc | 182,104 | $13.7M | 0.00% | −28,221−13.4% | Reduced |
| State Board of Administration of Florida Retirement System | 184,540 | $13.9M | 0.02% | −24,321−11.6% | Reduced |
| STRS Ohio | 186,373 | $14.0M | 0.05% | −118−0.1% | Reduced |
| Westwood Holdings Group Inc. | 190,434 | $14.3M | 0.12% | +3,032+1.6% | Added |
| Community Trust & Investment Co | 192,704 | $14.5M | 0.77% | −35,934−15.7% | Reduced |
| Intech Investment Management LLC | 199,987 | $15.1M | 0.13% | +199,987 | New |
| Vident Advisory, LLC | 200,569 | $15.1M | 0.14% | +192,487+2,381.7% | Added |
| Hook Mill Capital Partners, LP | 202,539 | $15.3M | 1.44% | −75,287−27.1% | Reduced |
| Barclays PLC | 205,553 | $15.5M | 0.01% | −100,655−32.9% | Reduced |
| Voya Investment Management LLC | 206,781 | $15.6M | 0.02% | +7,516+3.8% | Added |
| Factory Mutual Insurance Co | 206,850 | $15.6M | 0.16% | −950−0.5% | Reduced |
| California State Teachers Retirement System | 213,402 | $16.1M | 0.02% | −5,180−2.4% | Reduced |
| Distillate Capital Partners LLC | 213,495 | $16.1M | 0.83% | +213,495 | New |
| Russell Investments Group, Ltd. | 222,307 | $16.7M | 0.02% | +85,766+62.8% | Added |
| Makena Capital Management LLC | 223,384 | $16.8M | 2.02% | −29,291−11.6% | Reduced |
| OP Asset Management Ltd | 225,670 | $17.0M | 0.21% | +101,504+81.7% | Added |
| Impax Asset Management Group plc | 230,000 | $17.3M | 0.11% | +20,000+9.5% | Added |
| Clearfield Capital Management LP | 232,200 | $17.5M | 9.45% | −20,000−7.9% | Reduced |
| Bridgewater Associates, LP | 240,482 | $18.1M | 0.07% | −2,862−1.2% | Reduced |
| Trexquant Investment LP | 249,282 | $18.8M | 0.17% | −4,644−1.8% | Reduced |
| American Century Companies Inc | 256,670 | $19.3M | 0.01% | −23,695−8.5% | Reduced |
| Danske Bank A/S | 268,926 | $20.3M | 0.05% | −26,126−8.9% | Reduced |
| South Street Advisors LLC | 273,545 | $20.6M | 2.89% | −21,439−7.3% | Reduced |
| Unisphere Establishment | 275,000 | $20.7M | 0.15% | +28,000+11.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 285,015 | $21.5M | 0.19% | +256,013+882.7% | Added |
| Artemis Investment Management LLP | 299,725 | $22.6M | 0.27% | −46,476−13.4% | Reduced |
| Premier Fund Managers Ltd | 313,700 | $23.8M | 1.37% | +313,700 | New |
| Davidson Kempner Capital Management LP | 316,262 | $23.8M | 0.35% | −420,082−57.0% | Reduced |
| Public Employees Retirement Association of Colorado | 337,769 | $25.4M | 0.09% | −140,300−29.3% | Reduced |
| Clearbridge Investments, LLC | 339,696 | $25.6M | 0.02% | −31,082−8.4% | Reduced |
| Nomura Asset Management International Inc. | 343,143 | $25.8M | 0.04% | +343,143 | New |
| Alyeska Investment Group, L.P. | 362,287 | $27.3M | 0.08% | +362,287 | New |
| Legal & General Group Plc | 386,076 | $29.1M | 0.01% | −100,728−20.7% | Reduced |
| Wells Fargo & Company | 386,298 | $29.1M | 0.01% | −2,221−0.6% | Reduced |
| Osterweis Capital Management Inc | 391,536 | $29.5M | 1.25% | +391,536 | New |
| Renaissance Technologies LLC | 396,200 | $29.8M | 0.05% | −93,000−19.0% | Reduced |
| Prudential Financial Inc | 400,875 | $30.4M | 0.04% | +54,550+15.8% | Added |
| Citigroup Inc | 418,109 | $31.5M | 0.02% | −304,066−42.1% | Reduced |
| Gotham Asset Management, LLC | 418,714 | $31.5M | 0.12% | +41,455+11.0% | Added |
| California Public Employees Retirement System | 429,878 | $32.4M | 0.02% | −14,015−3.2% | Reduced |
| Cookson Peirce & Co Inc | 443,640 | $33.4M | 1.38% | −5,077−1.1% | Reduced |
| Swiss National Bank | 443,955 | $33.4M | 0.02% | −4,600−1.0% | Reduced |
| Sessa Capital IM, L.P. | 445,592 | $33.6M | 0.67% | −335,703−43.0% | Reduced |
| Polar Capital Holdings Plc | 458,296 | $34.5M | 0.16% | +69,504+17.9% | Added |
| Pictet Asset Management Holding SA | 458,720 | $34.6M | 0.03% | −13,596−2.9% | Reduced |
| Retirement Systems of Alabama | 462,254 | $34.8M | 0.11% | −4,681−1.0% | Reduced |
| Principal Financial Group Inc | 479,471 | $36.1M | 0.02% | −20,786−4.2% | Reduced |
| Millennium Management LLC | 492,650 | $37.1M | 0.03% | −2,829−0.6% | Reduced |
| CIBC Private Wealth Group, LLC | 496,186 | $37.4M | 0.06% | −30,908−5.9% | Reduced |
| Nuveen, LLC | 514,489 | $38.8M | 0.01% | −46,250−8.2% | Reduced |
| Chescapmanager LLC | 558,457 | $42.1M | 6.94% | −20,000−3.5% | Reduced |
| Quantinno Capital Management LP | 569,864 | $42.9M | 0.09% | +126,026+28.4% | Added |
| Rhumbline Advisers | 586,162 | $44.1M | 0.04% | −25,556−4.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 586,988 | $44.2M | 0.03% | +365,868+165.5% | Added |
| SEI Investments Co | 604,882 | $45.6M | 0.04% | +37,243+6.6% | Added |
| Ensign Peak Advisors, Inc | 623,845 | $47.0M | 0.08% | −171,343−21.5% | Reduced |
| Man Group plc | 648,422 | $48.8M | 0.09% | −127,667−16.5% | Reduced |
| Manufacturers Life Insurance Company, The | 689,740 | $52.0M | 0.04% | +12,100+1.8% | Added |
| Jupiter Asset Management Ltd | 696,651 | $52.5M | 0.42% | +44,537+6.8% | Added |
| Commerce Bank | 763,928 | $57.5M | 0.32% | +3,293+0.4% | Added |
| Tensile Capital Management LP | 764,042 | $57.5M | 7.45% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 766,147 | $57.7M | 0.15% | +731,747+2,127.2% | Added |
| Raymond James Financial Inc | 768,857 | $58.0M | 0.02% | −20,709−2.6% | Reduced |