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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.

Institutional holdersQ4 2025: 648 institutions
Q1 2021: 314 institutionsQ2 2021: 297 institutionsQ3 2021: 302 institutionsQ4 2021: 311 institutionsQ1 2022: 316 institutionsQ2 2022: 303 institutionsQ3 2022: 302 institutionsQ4 2022: 319 institutionsQ1 2023: 357 institutionsQ2 2023: 398 institutionsQ3 2023: 394 institutionsQ4 2023: 422 institutionsQ1 2024: 440 institutionsQ2 2024: 452 institutionsQ3 2024: 505 institutionsQ4 2024: 584 institutionsQ1 2025: 596 institutionsQ2 2025: 635 institutionsQ3 2025: 646 institutionsQ4 2025: 648 institutionsQ1 2026: 679 institutionsQ2 2026: 673 institutions
Value heldQ4 2025: $17.4B
Q1 2021: $7.93BQ2 2021: $8.06BQ3 2021: $7.39BQ4 2021: $7.60BQ1 2022: $8.35BQ2 2022: $6.74BQ3 2022: $5.83BQ4 2022: $7.46BQ1 2023: $8.71BQ2 2023: $10.8BQ3 2023: $9.79BQ4 2023: $11.0BQ1 2024: $13.1BQ2 2024: $13.0BQ3 2024: $14.1BQ4 2024: $15.5BQ1 2025: $15.3BQ2 2025: $17.9BQ3 2025: $17.5BQ4 2025: $17.4BQ1 2026: $21.3BQ2 2026: $24.1B
Institutions holding USFD and their total value by quarter
QuarterHoldersValue
Q2 2026673$24.1B
Q1 2026679$21.3B
Q4 2025648$17.4B
Q3 2025646$17.5B
Q2 2025635$17.9B
Q1 2025596$15.3B
Q4 2024584$15.5B
Q3 2024505$14.1B
Q2 2024452$13.0B
Q1 2024440$13.1B
Q4 2023422$11.0B
Q3 2023394$9.79B
Q2 2023398$10.8B
Q1 2023357$8.71B
Q4 2022319$7.46B
Q3 2022302$5.83B
Q2 2022303$6.74B
Q1 2022316$8.35B
Q4 2021311$7.60B
Q3 2021302$7.39B
Q2 2021297$8.06B
Q1 2021314$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.

Institutions holding USFD in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Polymer Capital Management (US) LLC13,293$1.00M0.13%+8,834+198.1%Added
Essential Partners LLC13,266$999.2K0.31%−101−0.8%Reduced
Edgestream Partners, L.P.13,020$980.7K0.03%−144,319−91.7%Reduced
Nisa Investment Advisors, LLC12,893$971.1K0.00%+18+0.1%Added
Quest Partners LLC12,707$957.1K0.05%−9,217−42.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.12,671$954.4K0.00%+4,271+50.8%Added
United Asset Strategies, Inc.12,478$939.8K0.07%+610+5.1%Added
Wedge Capital Management L L P12,360$931.0K0.02%−2,177−15.0%Reduced
Kesler, Norman & Wride, LLC12,096$911.1K0.16%−299−2.4%Reduced
Sanctuary Advisors, LLC11,901$896.4K0.00%−20.0%Reduced
Fulton Bank, N.A.11,702$881.4K0.03%+448+4.0%Added
Tocqueville Asset Management L.P.11,651$877.6K0.01%+4,044+53.2%Added
Los Angeles Capital Management LLC11,926$873.6K0.00%−12,111−50.4%Reduced
Jane Street Group, LLC11,519$867.6K0.00%−546,773−97.9%Reduced
Caxton Associates LLP11,498$866.0K0.02%−25,117−68.6%Reduced
Inceptionr LLC11,305$851.5K0.24%+5,573+97.2%Added
TD Private Client Wealth LLC11,274$849.2K0.02%−1,301−10.3%Reduced
Maryland State Retirement & Pension System11,252$847.5K0.02%00.0%Unchanged
Suncoast Equity Management10,980$827.0K0.08%−455−4.0%Reduced
Islay Capital Management, LLC10,177$766.5K0.45%+2,943+40.7%Added
Sequoia Financial Advisors, LLC10,015$754.3K0.00%+4,487+81.2%Added
Twin Capital Management Inc9,767$735.6K0.09%+40.0%Added
Strategic Planning, Inc.9,713$731.6K0.39%−338−3.4%Reduced
Reliant Investment Partners, LLC9,705$731.0K0.57%−975−9.1%Reduced
Aaron Wealth Advisors9,635$725.7K0.04%+260+2.8%Added
Buckingham Strategic Partners9,516$716.8K0.01%−2,115−18.2%Reduced
Verition Fund Management LLC9,508$716.1K0.00%−24,946−72.4%Reduced
Kera Capital Partners, Inc.8,526$712.9K0.09%+2,879+51.0%Added
Prospera Financial Services Inc9,452$711.9K0.01%−1,541−14.0%Reduced
State of Wyoming9,443$711.2K0.08%−1,152−10.9%Reduced
AlphaGrep UK Ltd9,336$703.2K0.23%+9,336New
Oppenheimer Asset Management Inc.9,130$687.7K0.01%−378−4.0%Reduced
Havemeyer Place LP9,069$683.1K0.13%+9,069New
Asset Management One Co.,Ltd.8,822$674.8K0.00%+7,821+781.3%Added
ProShare Advisors LLC8,934$672.9K0.00%−644−6.7%Reduced
Fox Run Management, L.L.C.8,920$671.9K0.10%−4,156−31.8%Reduced
Global Retirement Partners, LLC8,871$668.2K0.01%+3,111+54.0%Added
HB Wealth Management, LLC8,822$664.5K0.00%+317+3.7%Added
Pinnacle Financial Partners, Inc.8,794$662.4K0.01%+8,794New
Affinity Investment Advisors, LLC8,771$660.6K0.44%+3,433+64.3%Added
The PNC Financial Services Group, Inc.8,734$657.8K0.00%+60+0.7%Added
Guggenheim Capital LLC8,532$642.6K0.00%−1,927−18.4%Reduced
Schroder Investment Management Group8,373$635.7K0.00%−2,888−25.6%Reduced
Laird Norton Trust Company, LLC8,434$635.2K0.01%+8,434New
Rockefeller Capital Management L.P.8,431$635.0K0.00%−5,062−37.5%Reduced
Tower Research Capital LLC (TRC)8,407$633.2K0.02%−603−6.7%Reduced
Atomi Financial Group, Inc.8,176$615.8K0.02%+993+13.8%Added
Congress Asset Management Co8,132$612.5K0.00%−10,414−56.2%Reduced
Advisory Services Network, LLC8,092$609.5K0.01%−1,405−14.8%Reduced
North Dakota State Investment Board8,085$609.0K0.02%+8,085New
Newbridge Financial Services Group, Inc.8,077$608.4K0.09%−8,883−52.4%Reduced
Evergreen Capital Management LLC8,010$603.3K0.01%−1,425−15.1%Reduced
Shufro Rose & Co LLC7,860$592.0K0.04%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd7,856$591.7K0.02%+7,856New
Brevan Howard Capital Management LP7,741$583.1K0.01%−93,022−92.3%Reduced
MML Investors Services, LLC7,696$579.7K0.00%−133−1.7%Reduced
Waterloo Capital, L.P.7,633$574.9K0.04%+377+5.2%Added
Shelton Capital Management7,620$573.9K0.01%−552−6.8%Reduced
HMS Capital Management, LLC7,613$573.4K0.24%−27−0.4%Reduced
Jones Financial Companies LLLP7,604$572.7K0.00%−136−1.8%Reduced
Natixis7,483$563.6K0.00%+7,483New
Tectonic Advisors LLC7,451$561.2K0.03%+320+4.5%Added
Central Trust Co7,160$539.3K0.01%+1,691+30.9%Added
J.W. Cole Advisors, Inc.7,613$538.2K0.01%−280−3.5%Reduced
Chicago Partners Investment Group LLC6,598$536.2K0.01%+886+15.5%Added
Brinker Capital Investments, LLC7,108$535.4K0.00%+101+1.4%Added
EntryPoint Capital, LLC7,087$533.8K0.21%+7,087New
CIBC Asset Management Inc6,939$522.6K0.00%−746−9.7%Reduced
Krilogy Financial LLC6,467$519.0K0.02%−951−12.8%Reduced
Legacy Capital Group California, Inc.6,887$518.7K0.13%−45−0.6%Reduced
Baader Bank INC6,878$518.1K0.04%+6,878New
Seeds Investor LLC6,864$517.0K0.10%−462−6.3%Reduced
Versant Capital Management, Inc6,831$514.5K0.06%+1,168+20.6%Added
Atlas Capital Advisors LLC6,819$513.6K0.06%+6,819New
Mount Lucas Management LP6,746$508.1K0.22%−125−1.8%Reduced
Private Advisor Group, LLC6,743$507.9K0.00%+376+5.9%Added
Inscription Capital, LLC6,742$507.8K0.05%−297−4.2%Reduced
Everence Capital Management Inc6,670$502.0K0.03%00.0%Unchanged
Sovereign's Capital Management, LLC6,576$495.3K0.30%−3,117−32.2%Reduced
United Capital Financial Advisers, LLC6,503$489.8K0.00%+3,765+137.5%Added
Janney Capital Management LLC6,450$486.0K0.03%+112+1.8%Added
Transatlantique Private Wealth LLC6,393$481.5K0.15%−294−4.4%Reduced
Vise Technologies, Inc.6,369$479.7K0.01%+1,676+35.7%Added
Savant Capital, LLC6,354$478.6K0.00%+551+9.5%Added
Ellevest, Inc.6,234$469.5K0.06%+631+11.3%Added
KBC Group NV6,024$454.0K0.00%00.0%Unchanged
Blueshift Asset Management, LLC5,967$449.4K0.13%+5,967New
Wealthspire Advisors, LLC5,849$440.5K0.00%+3,262+126.1%Added
Vontobel Holding Ltd.5,837$439.6K0.00%00.0%Unchanged
Sivia Capital Partners, LLC5,834$439.4K0.09%−1,001−14.6%Reduced
Syon Capital LLC5,800$436.9K0.02%+1,208+26.3%Added
RSM US Wealth Management LLC5,707$433.3K0.01%+133+2.4%Added
Ballentine Partners, LLC5,708$429.9K0.01%−313−5.2%Reduced
Forum Financial Management, LP5,546$417.7K0.01%00.0%Unchanged
GAMMA Investing LLC5,506$414.7K0.02%+197+3.7%Added
Brown Brothers Harriman & Co5,499$414.2K0.00%−925−14.4%Reduced
Thompson Siegel & Walmsley LLC5,456$411.0K0.01%−2,127−28.0%Reduced
Lazard Asset Management LLC5,385$405.6K0.00%+27+0.5%Added
Banco Bilbao Vizcaya Argentaria, S.A.5,361$404.2K0.00%−1,128−17.4%Reduced
Chilton Investment Co LLC5,360$403.7K0.01%−42−0.8%Reduced