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 |
|---|---|---|---|---|---|
| Factory Mutual Insurance Co | 206,850 | $15.6M | 0.16% | −950−0.5% | Reduced |
| Voya Investment Management LLC | 206,781 | $15.6M | 0.02% | +7,516+3.8% | Added |
| Barclays PLC | 205,553 | $15.5M | 0.01% | −100,655−32.9% | Reduced |
| Hook Mill Capital Partners, LP | 202,539 | $15.3M | 1.44% | −75,287−27.1% | Reduced |
| Vident Advisory, LLC | 200,569 | $15.1M | 0.14% | +192,487+2,381.7% | Added |
| Intech Investment Management LLC | 199,987 | $15.1M | 0.13% | +199,987 | New |
| Community Trust & Investment Co | 192,704 | $14.5M | 0.77% | −35,934−15.7% | Reduced |
| Westwood Holdings Group Inc. | 190,434 | $14.3M | 0.12% | +3,032+1.6% | Added |
| STRS Ohio | 186,373 | $14.0M | 0.05% | −118−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 184,540 | $13.9M | 0.02% | −24,321−11.6% | Reduced |
| Envestnet Asset Management Inc | 182,104 | $13.7M | 0.00% | −28,221−13.4% | Reduced |
| First Trust Advisors LP | 180,714 | $13.6M | 0.01% | +15,414+9.3% | Added |
| Assenagon Asset Management S.A. | 180,277 | $13.6M | 0.02% | +121,105+204.7% | Added |
| Royal Bank of Canada | 171,081 | $12.9M | 0.00% | −387,079−69.3% | Reduced |
| Parkwood LLC | 164,766 | $12.4M | 1.05% | +164,766 | New |
| Great West Life Assurance Co | 158,077 | $11.9M | 0.02% | +2,772+1.8% | Added |
| New York State Teachers Retirement System | 157,985 | $11.9M | 0.02% | −6,596−4.0% | Reduced |
| Illinois Municipal Retirement Fund | 154,841 | $11.7M | 0.15% | +13,062+9.2% | Added |
| Loomis Sayles & Co L P | 148,018 | $11.1M | 0.01% | +38,578+35.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 146,203 | $11.0M | 0.02% | +106,112+264.7% | Added |
| State of Wisconsin Investment Board | 143,342 | $10.8M | 0.02% | −8,267−5.5% | Reduced |
| Avalon Trust Co | 142,931 | $10.8M | 0.70% | +1,256+0.9% | Added |
| Public Employees Retirement System of Ohio | 141,054 | $10.6M | 0.03% | −4,419−3.0% | Reduced |
| Brant Point Investment Management LLC | 138,798 | $10.5M | 2.53% | +658+0.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 138,520 | $10.4M | 0.04% | +118,820+603.1% | Added |
| Segall Bryant & Hamill, LLC | 133,579 | $10.1M | 0.14% | +1,262+1.0% | Added |
| RMB Capital Management, LLC | 130,871 | $9.86M | 0.17% | −744−0.6% | Reduced |
| Colony Group, LLC | 127,910 | $9.63M | 0.01% | +22,720+21.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 121,992 | $9.19M | 0.01% | −29,561−19.5% | Reduced |
| New York State Common Retirement Fund | 119,068 | $8.97M | 0.01% | −1,400−1.2% | Reduced |
| Natixis Advisors, L.P. | 116,002 | $8.74M | 0.01% | +38,237+49.2% | Added |
| MetLife Investment Management | 108,958 | $8.21M | 0.04% | −6,850−5.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 107,928 | $8.13M | 0.02% | +34,814+47.6% | Added |
| Cozad Asset Management Inc | 107,822 | $8.12M | 0.63% | +8,258+8.3% | Added |
| Great Lakes Advisors, LLC | 103,063 | $7.76M | 0.06% | −46,102−30.9% | Reduced |
| Contravisory Investment Management, Inc. | 102,707 | $7.74M | 1.53% | −2,731−2.6% | Reduced |
| LPL Financial LLC | 102,115 | $7.69M | 0.00% | +3,879+3.9% | Added |
| Amalgamated Bank | 100,340 | $7.56M | 0.05% | −4,671−4.4% | Reduced |
| Moran Wealth Management, LLC | 99,393 | $7.49M | 0.23% | −3,857−3.7% | Reduced |
| Janus Henderson Group PLC | 99,381 | $7.48M | 0.00% | −278−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 98,625 | $7.43M | 0.04% | +21,191+27.4% | Added |
| Two Sigma Advisers, LP | 98,500 | $7.42M | 0.01% | +39,200+66.1% | Added |
| Schonfeld Strategic Advisors LLC | 97,693 | $7.36M | 0.04% | +66,178+210.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 95,837 | $7.22M | 0.06% | −5,846−5.7% | Reduced |
| State of Tennessee, Treasury Department | 85,600 | $7.16M | 0.02% | −8,866−9.4% | Reduced |
| Treasurer of the State of North Carolina | 93,979 | $7.08M | 0.02% | −9,257−9.0% | Reduced |
| Mutual of America Capital Management LLC | 92,782 | $6.99M | 0.07% | −11,209−10.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 93,506 | $6.98M | 0.01% | +93,506 | New |
| Hudson Bay Capital Management LP | 89,137 | $6.71M | 0.04% | +89,137 | New |
| Woodbridge Co Ltd | 87,233 | $6.57M | 0.02% | +87,233 | New |
| Allianz Asset Management GmbH | 85,802 | $6.46M | 0.01% | −7,079−7.6% | Reduced |
| Franklin Resources Inc | 85,233 | $6.42M | 0.00% | −514−0.6% | Reduced |
| Kingdon Capital Management, L.L.C. | 85,000 | $6.40M | 0.98% | +85,000 | New |
| Winton Group Ltd | 84,180 | $6.34M | 0.22% | +84,180 | New |
| Tradewinds, LLC. | 82,238 | $6.19M | 1.48% | +4,891+6.3% | Added |
| Comerica Bank | 81,186 | $6.11M | 0.02% | −3,370−4.0% | Reduced |
| Yousif Capital Management, LLC | 72,552 | $6.05M | 0.07% | −2,372−3.2% | Reduced |
| SG Americas Securities, LLC | 79,069 | $5.96M | 0.01% | +40,554+105.3% | Added |
| Capital Fund Management S.A. | 76,653 | $5.77M | 0.05% | −27,140−26.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 75,003 | $5.65M | 0.05% | +13,841+22.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 73,637 | $5.55M | 0.01% | +51,199+228.2% | Added |
| State of New Jersey Common Pension Fund D | 72,555 | $5.46M | 0.02% | −3,920−5.1% | Reduced |
| SaddleRock Capital Management LLC | 70,992 | $5.35M | 5.36% | +70,992 | New |
| Teachers Retirement System of the State of Kentucky | 69,593 | $5.24M | 0.04% | −3,500−4.8% | Reduced |
| Ararat Capital Management, LP | 68,440 | $5.15M | 2.54% | +6,667+10.8% | Added |
| Fifth Third Wealth Advisors LLC | 66,876 | $5.04M | 0.18% | −13,154−16.4% | Reduced |
| CI Private Wealth, LLC | 66,587 | $5.02M | 0.01% | +5,106+8.3% | Added |
| Strategic Global Advisors, LLC | 66,200 | $4.99M | 0.77% | +66,200 | New |
| XTX Topco Ltd | 64,896 | $4.89M | 0.13% | +9,704+17.6% | Added |
| Nordea Investment Management AB | 64,031 | $4.83M | 0.00% | +64,031 | New |
| Nomura Asset Management Co Ltd | 63,622 | $4.79M | 0.01% | +190.0% | Added |
| Arizona State Retirement System | 62,970 | $4.74M | 0.03% | −5,489−8.0% | Reduced |
| Verdence Capital Advisors LLC | 62,197 | $4.68M | 0.28% | +1,484+2.4% | Added |
| State of Alaska, Department of Revenue | 62,147 | $4.68M | 0.05% | −2,465−3.8% | Reduced |
| Louisiana State Employees Retirement System | 61,700 | $4.65M | 0.08% | −1,000−1.6% | Reduced |
| Handelsbanken Fonder AB | 59,941 | $4.51M | 0.01% | −9,300−13.4% | Reduced |
| Nissay Asset Management Corp | 59,744 | $4.50M | 0.02% | −154,219−72.1% | Reduced |
| Teacher Retirement System of Texas | 59,109 | $4.45M | 0.02% | −23,927−28.8% | Reduced |
| Oliver Luxxe Assets LLC | 56,664 | $4.27M | 0.65% | +3,601+6.8% | Added |
| CWM, LLC | 56,253 | $4.24M | 0.01% | −4,997−8.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 56,043 | $4.22M | 0.60% | +56,043 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 55,789 | $4.20M | 0.02% | −2,001−3.5% | Reduced |
| Ethic Inc. | 55,639 | $4.19M | 0.06% | +2,463+4.6% | Added |
| KLP Kapitalforvaltning AS | 55,000 | $4.14M | 0.02% | +800+1.5% | Added |
| Janney Montgomery Scott LLC | 54,102 | $4.08M | 0.01% | +4,558+9.2% | Added |
| Thrivent Financial for Lutherans | 54,061 | $4.07M | 0.01% | −13,511−20.0% | Reduced |
| State of Michigan Retirement System | 52,700 | $3.97M | 0.02% | −900−1.7% | Reduced |
| Boothbay Fund Management, LLC | 52,643 | $3.97M | 0.10% | −24,655−31.9% | Reduced |
| Algert Global LLC | 51,573 | $3.88M | 0.06% | −31,860−38.2% | Reduced |
| Argent Capital Management LLC | 50,894 | $3.83M | 0.11% | −600−1.2% | Reduced |
| Dean Investment Associates, LLC | 50,856 | $3.83M | 0.55% | +1,146+2.3% | Added |
| Federation des caisses Desjardins du Quebec | 50,050 | $3.77M | 0.01% | +2,512+5.3% | Added |
| Kestra Advisory Services, LLC | 50,048 | $3.77M | 0.02% | +2,175+4.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 49,880 | $3.76M | 0.04% | −310−0.6% | Reduced |
| Savoir Faire Capital Management, L.P. | 49,042 | $3.69M | 1.75% | −46,299−48.6% | Reduced |
| Dynasty Wealth Management, LLC | 48,393 | $3.64M | 0.04% | +5,867+13.8% | Added |
| New Mexico Educational Retirement Board | 47,436 | $3.57M | 0.11% | 00.0% | Unchanged |
| Captrust Financial Advisors | 46,620 | $3.51M | 0.01% | +15,526+49.9% | Added |
| Oregon Public Employees Retirement Fund | 44,360 | $3.34M | 0.04% | −966−2.1% | Reduced |
| Elo Mutual Pension Insurance Co | 44,321 | $3.34M | 0.05% | −6,639−13.0% | Reduced |