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, Q1 2026
Institutional positions in US Foods Holding Corp. as of Mar 31, 2026. 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
- 679
- +41 vs. Q4 2025
- Shares held
- 231.9M
- +25.6M (+12.4%) vs. Q4 2025
- Total value
- $21.3B
- +$5.80B (+37.3%) vs. Q4 2025
- New holders
- 114
- 243 more added
- Sold out
- 73
- 232 more reduced
10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding US Foods Holding Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 20,435,274 | $1.88B | 0.03% | +429,646+2.1% | Added |
| Boston Partners | 16,394,437 | $1.51B | 1.58% | +190,557+1.2% | Added |
| Wellington Management Group LLP | 15,750,520 | $1.45B | 0.27% | +1,969,994+14.3% | Added |
| FMR LLC | 13,777,725 | $1.27B | 0.07% | −642,316−4.5% | Reduced |
| Vanguard Portfolio Management LLC | 10,201,715 | $940.7M | 0.05% | +10,201,715 | New |
| Vanguard Capital Management LLC | 9,900,914 | $913.0M | 0.02% | +9,900,914 | New |
| Capital World Investors | 7,775,099 | $716.9M | 0.10% | −5,087,001−39.6% | Reduced |
| State Street Corp | 6,876,558 | $634.1M | 0.02% | +57,139+0.8% | Added |
| Invesco Ltd. | 6,115,480 | $563.9M | 0.06% | −2,031,493−24.9% | Reduced |
| Victory Capital Management Inc | 6,077,846 | $560.4M | 0.36% | +1,261,519+26.2% | Added |
| T. Rowe Price Investment Management, Inc. | 5,673,743 | $523.2M | 0.36% | +5,086,755+866.6% | Added |
| Geode Capital Management, LLC | 5,268,834 | $485.9M | 0.03% | +1,197,750+29.4% | Added |
| Price T Rowe Associates Inc | 4,445,075 | $409.9M | 0.05% | +279,464+6.7% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 4,283,474 | $395.0M | 3.52% | 00.0% | Unchanged |
| Primecap Management Co | 3,946,310 | $363.9M | 0.29% | +34,700+0.9% | Added |
| Massachusetts Financial Services Co | 3,833,008 | $358.2M | 0.12% | −661,284−14.7% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 3,795,998 | $350.0M | 2.79% | +3,795,998 | New |
| Dimensional Fund Advisors LP | 3,422,893 | $315.6M | 0.07% | −219,959−6.0% | Reduced |
| Morgan Stanley | 3,310,350 | $305.2M | 0.02% | +287,301+9.5% | Added |
| Artisan Partners Limited Partnership | 3,020,204 | $278.5M | 0.45% | −107,397−3.4% | Reduced |
| Bessemer Group Inc | 2,926,696 | $269.9M | 0.42% | +51,519+1.8% | Added |
| Bank of Montreal | 2,711,676 | $250.0M | 0.11% | −155,045−5.4% | Reduced |
| Alliancebernstein L.P. | 2,653,736 | $199.9M | 0.06% | +1,840,466+226.3% | Added |
| JPMorgan Chase & Co | 2,155,327 | $196.0M | 0.01% | −191,344−8.2% | Reduced |
| Ameriprise Financial Inc | 2,035,223 | $187.7M | 0.04% | +523,502+34.6% | Added |
| UBS Group AG | 1,993,669 | $183.8M | 0.03% | +818,809+69.7% | Added |
| Northern Trust Corp | 1,888,589 | $174.1M | 0.02% | +26,740+1.4% | Added |
| Capital International Investors | 1,862,651 | $171.8M | 0.04% | +1,862,651 | New |
| Pertento Partners LLP | 1,853,508 | $170.9M | 18.14% | +176,088+10.5% | Added |
| Charles Schwab Investment Management Inc | 1,708,108 | $157.5M | 0.02% | +43,269+2.6% | Added |
| AQR Capital Management LLC | 1,720,107 | $156.7M | 0.07% | −445,240−20.6% | Reduced |
| Avantyr Capital Partners, LP | 1,600,864 | $147.6M | 7.09% | +1,600,864 | New |
| Bank of America Corp | 1,520,296 | $140.2M | 0.01% | +512,511+50.9% | Added |
| Bank of New York Mellon Corp | 1,449,124 | $133.6M | 0.02% | +35,854+2.5% | Added |
| Deutsche Bank AG | 1,380,492 | $127.3M | 0.04% | −149,070−9.7% | Reduced |
| Vanguard Fiduciary Trust Co | 1,368,203 | $126.2M | 0.03% | +1,368,203 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,243,456 | $114.7M | 0.07% | +1,230,785+9,713.4% | Added |
| Franklin Resources Inc | 1,241,918 | $114.5M | 0.03% | +1,156,685+1,357.1% | Added |
| UBS Asset Management Americas Inc | 1,235,340 | $113.9M | 0.02% | +35,673+3.0% | Added |
| Silvercrest Asset Management Group LLC | 1,232,776 | $113.7M | 0.82% | −38,446−3.0% | Reduced |
| Neuberger Berman Group LLC | 1,195,795 | $110.3M | 0.08% | +117,114+10.9% | Added |
| Goldman Sachs Group Inc | 1,074,599 | $99.1M | 0.01% | −242,290−18.4% | Reduced |
| Atalan Capital Partners, LP | 1,051,000 | $96.9M | 8.93% | −139,000−11.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,022,853 | $94.3M | 0.05% | −569,473−35.8% | Reduced |
| Brown Advisory Inc | 914,483 | $84.3M | 0.14% | +64,453+7.6% | Added |
| Raymond James Financial Inc | 815,898 | $75.1M | 0.02% | +47,041+6.1% | Added |
| Parnassus Investments | 810,095 | $74.7M | 0.22% | +1,986+0.2% | Added |
| Commerce Bank | 761,815 | $70.2M | 0.34% | −2,113−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 703,048 | $64.8M | 0.06% | +13,308+1.9% | Added |
| D. E. Shaw & Co., Inc. | 682,529 | $62.9M | 0.05% | +656,259+2,498.1% | Added |
| Quantinno Capital Management LP | 660,043 | $60.9M | 0.10% | +90,179+15.8% | Added |
| Polar Capital Holdings Plc | 652,180 | $60.1M | 0.26% | +193,884+42.3% | Added |
| Ci Investments Inc. | 626,553 | $57.8M | 0.28% | −509,091−44.8% | Reduced |
| Rhumbline Advisers | 591,745 | $54.6M | 0.05% | +5,583+1.0% | Added |
| Tensile Capital Management LP | 541,042 | $49.9M | 7.14% | −223,000−29.2% | Reduced |
| Chescapmanager LLC | 528,457 | $48.7M | 7.78% | −30,000−5.4% | Reduced |
| Qube Research & Technologies Ltd | 512,978 | $47.3M | 0.07% | −1,011,324−66.3% | Reduced |
| SEI Investments Co | 503,394 | $46.4M | 0.04% | −101,488−16.8% | Reduced |
| Schroder Investment Management Group | 505,430 | $46.0M | 0.04% | +497,057+5,936.4% | Added |
| Nuveen, LLC | 497,774 | $45.9M | 0.01% | −16,715−3.2% | Reduced |
| Principal Financial Group Inc | 492,288 | $45.4M | 0.02% | +12,817+2.7% | Added |
| Gotham Asset Management, LLC | 469,254 | $43.3M | 0.13% | +50,540+12.1% | Added |
| Retirement Systems of Alabama | 465,062 | $42.9M | 0.14% | +2,808+0.6% | Added |
| CIBC Bancorp USA Inc. | 462,316 | $42.6M | 0.06% | +462,316 | New |
| Jane Street Group, LLC | 452,046 | $41.7M | 0.04% | +440,527+3,824.4% | Added |
| Pictet Asset Management Holding SA | 449,060 | $41.4M | 0.04% | −9,660−2.1% | Reduced |
| Swiss National Bank | 441,055 | $40.7M | 0.02% | −2,900−0.7% | Reduced |
| Cookson Peirce & Co Inc | 433,445 | $40.0M | 1.69% | −10,195−2.3% | Reduced |
| Millennium Management LLC | 428,577 | $39.5M | 0.03% | −64,073−13.0% | Reduced |
| Jupiter Asset Management Ltd | 411,909 | $38.0M | 0.20% | −284,742−40.9% | Reduced |
| California Public Employees Retirement System | 408,212 | $37.6M | 0.02% | −21,666−5.0% | Reduced |
| Argent Capital Management LLC | 406,326 | $37.5M | 1.18% | +355,432+698.4% | Added |
| Suvretta Capital Management, LLC | 395,970 | $36.5M | 0.99% | +395,970 | New |
| Wells Fargo & Company | 392,902 | $36.2M | 0.01% | +6,604+1.7% | Added |
| Caisse de Depot Et Placement du Quebec | 389,112 | $35.9M | 0.06% | +389,112 | New |
| Barclays PLC | 388,528 | $35.8M | 0.01% | +182,975+89.0% | Added |
| Glenview Capital Management, LLC | 384,007 | $35.4M | 0.96% | −753,756−66.2% | Reduced |
| Osterweis Capital Management Inc | 354,083 | $32.6M | 1.68% | −37,453−9.6% | Reduced |
| Unisphere Establishment | 353,000 | $32.6M | 0.27% | +78,000+28.4% | Added |
| Legal & General Group Plc | 341,184 | $31.5M | 0.01% | −44,892−11.6% | Reduced |
| Public Employees Retirement Association of Colorado | 337,769 | $31.1M | 0.12% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 336,957 | $31.1M | 0.03% | −2,739−0.8% | Reduced |
| Janus Henderson Group PLC | 331,032 | $30.5M | 0.01% | +231,651+233.1% | Added |
| TD Asset Management Inc | 322,359 | $29.7M | 0.02% | +299,788+1,328.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 301,904 | $27.8M | 0.26% | +16,889+5.9% | Added |
| Premier Fund Managers Ltd | 302,241 | $27.5M | 1.95% | −11,459−3.7% | Reduced |
| Nomura Asset Management International Inc. | 296,248 | $27.3M | 0.05% | −46,895−13.7% | Reduced |
| Artemis Investment Management LLP | 291,204 | $26.9M | 0.28% | −8,521−2.8% | Reduced |
| Clarkston Capital Partners, LLC | 289,575 | $26.7M | 2.04% | −1,473,541−83.6% | Reduced |
| Danske Bank A/S | 270,013 | $24.9M | 0.06% | +1,087+0.4% | Added |
| South Street Advisors LLC | 269,490 | $24.8M | 3.60% | −4,055−1.5% | Reduced |
| California State Teachers Retirement System | 260,909 | $24.1M | 0.03% | +47,507+22.3% | Added |
| Ensign Peak Advisors, Inc | 241,189 | $22.2M | 0.04% | −382,656−61.3% | Reduced |
| Envestnet Asset Management Inc | 241,142 | $22.2M | 0.01% | +59,038+32.4% | Added |
| Avalon Trust Co | 237,290 | $21.9M | 1.51% | +94,359+66.0% | Added |
| Vident Advisory, LLC | 232,774 | $21.5M | 0.18% | +32,205+16.1% | Added |
| Clearfield Capital Management LP | 232,200 | $21.4M | 11.75% | 00.0% | Unchanged |
| OP Asset Management Ltd | 230,752 | $21.3M | 0.21% | +5,082+2.3% | Added |
| Driehaus Capital Management LLC | 210,608 | $19.4M | 0.14% | +210,608 | New |
| Vanguard Asset Management, Ltd | 201,080 | $18.5M | 0.02% | +201,080 | New |