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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 5,721 | $527.5K | 0.00% | +336+6.2% | Added |
| Polymer Capital Management (US) LLC | 5,741 | $529.4K | 0.08% | −7,552−56.8% | Reduced |
| Ballentine Partners, LLC | 5,928 | $546.6K | 0.01% | +220+3.9% | Added |
| Jag Capital Management, LLC | 5,975 | $551.0K | 0.06% | +5,975 | New |
| Central Trust Co | 5,987 | $552.1K | 0.01% | −1,173−16.4% | Reduced |
| Prospera Financial Services Inc | 6,009 | $554.1K | 0.01% | −3,443−36.4% | Reduced |
| Sovereign's Capital Management, LLC | 6,120 | $564.3K | 0.42% | −456−6.9% | Reduced |
| Coldstream Capital Management Inc | 6,137 | $565.9K | 0.01% | +2,417+65.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 6,244 | $575.8K | 0.08% | −49,799−88.9% | Reduced |
| Banque Transatlantique SA | 6,264 | $577.6K | 0.01% | +6,264 | New |
| Tectonic Advisors LLC | 6,267 | $577.9K | 0.03% | −1,184−15.9% | Reduced |
| Numerai GP LLC | 6,357 | $586.2K | 0.06% | +6,357 | New |
| Oppenheimer Asset Management Inc. | 6,394 | $589.6K | 0.01% | −2,736−30.0% | Reduced |
| MorganRosel Wealth Management, LLC | 6,403 | $590.4K | 0.23% | −8,267−56.4% | Reduced |
| Chicago Partners Investment Group LLC | 6,432 | $593.4K | 0.01% | −166−2.5% | Reduced |
| Kiley Juergens Wealth Management, LLC | 6,453 | $595.0K | 0.10% | +6,453 | New |
| Ellevest, Inc. | 6,476 | $597.2K | 0.08% | +242+3.9% | Added |
| North Dakota State Investment Board | 6,483 | $597.8K | 0.03% | −1,602−19.8% | Reduced |
| GAMMA Investing LLC | 6,501 | $599.5K | 0.03% | +995+18.1% | Added |
| Syon Capital LLC | 6,516 | $600.8K | 0.03% | +716+12.3% | Added |
| Highland Capital Management, LLC | 6,627 | $611.1K | 0.03% | +2,103+46.5% | Added |
| Brinker Capital Investments, LLC | 6,696 | $617.4K | 0.01% | −412−5.8% | Reduced |
| Private Advisor Group, LLC | 6,800 | $627.0K | 0.00% | +57+0.8% | Added |
| CIBC Asset Management Inc | 6,939 | $639.8K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 9,806 | $641.9K | 0.21% | +9,806 | New |
| Everence Capital Management Inc | 7,032 | $648.0K | 0.04% | +362+5.4% | Added |
| Optimize Financial Inc | 7,041 | $649.3K | 0.32% | +7,041 | New |
| Mount Lucas Management LP | 7,064 | $651.4K | 0.24% | +318+4.7% | Added |
| EntryPoint Capital, LLC | 7,087 | $653.5K | 0.19% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 7,154 | $659.7K | 0.04% | −2,481−25.7% | Reduced |
| Seeds Investor LLC | 7,221 | $667.8K | 0.09% | +357+5.2% | Added |
| Waterloo Capital, L.P. | 7,271 | $670.5K | 0.05% | −362−4.7% | Reduced |
| Hook Mill Capital Partners, LP | 7,319 | $674.9K | 0.06% | −195,220−96.4% | Reduced |
| Shelton Capital Management | 7,350 | $677.7K | 0.01% | −270−3.5% | Reduced |
| Savant Capital, LLC | 7,588 | $699.7K | 0.00% | +1,234+19.4% | Added |
| Buckingham Strategic Partners | 7,608 | $701.1K | 0.01% | −1,908−20.1% | Reduced |
| Mirabella Financial Services LLP | 7,729 | $712.7K | 0.07% | +7,729 | New |
| Shufro Rose & Co LLC | 7,860 | $724.8K | 0.05% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 7,943 | $732.4K | 0.28% | +330+4.3% | Added |
| Inscription Capital, LLC | 7,965 | $734.5K | 0.08% | +1,223+18.1% | Added |
| Versant Capital Management, Inc | 8,082 | $745.2K | 0.07% | +1,251+18.3% | Added |
| Caxton Associates LLP | 8,108 | $747.6K | 0.02% | −3,390−29.5% | Reduced |
| Guggenheim Capital LLC | 8,230 | $758.9K | 0.01% | −302−3.5% | Reduced |
| Kera Capital Partners, Inc. | 8,236 | $759.4K | 0.09% | −290−3.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 8,300 | $765.3K | 0.03% | +444+5.7% | Added |
| Laird Norton Trust Company, LLC | 8,360 | $770.9K | 0.02% | −74−0.9% | Reduced |
| Krilogy Financial LLC | 8,587 | $771.1K | 0.02% | +2,120+32.8% | Added |
| Vestcor Inc | 8,440 | $778.0K | 0.02% | −18,967−69.2% | Reduced |
| HSBC Holdings PLC | 8,646 | $797.2K | 0.00% | −9,474−52.3% | Reduced |
| Arq Wealth Advisors, LLC | 8,715 | $803.6K | 0.14% | +8,715 | New |
| ProShare Advisors LLC | 8,846 | $815.7K | 0.00% | −88−1.0% | Reduced |
| Suncoast Equity Management | 8,925 | $823.0K | 0.10% | −2,055−18.7% | Reduced |
| United Capital Financial Advisers, LLC | 8,998 | $829.8K | 0.01% | +2,495+38.4% | Added |
| Atomi Financial Group, Inc. | 9,033 | $832.9K | 0.03% | +857+10.5% | Added |
| MML Investors Services, LLC | 9,380 | $864.9K | 0.00% | +1,684+21.9% | Added |
| Schonfeld Strategic Advisors LLC | 9,534 | $879.1K | 0.01% | −88,159−90.2% | Reduced |
| Reliant Investment Partners, LLC | 9,705 | $894.9K | 0.74% | 00.0% | Unchanged |
| Strategic Planning, Inc. | 9,713 | $895.6K | 0.45% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 9,762 | $900.2K | 0.01% | +940+10.7% | Added |
| The PNC Financial Services Group, Inc. | 9,881 | $911.1K | 0.00% | +1,147+13.1% | Added |
| Centiva Capital, LP | 9,986 | $920.8K | 0.04% | +9,986 | New |
| Rockefeller Capital Management L.P. | 9,986 | $920.8K | 0.00% | +1,555+18.4% | Added |
| Brighton Jones LLC | 10,096 | $931.0K | 0.02% | +10,096 | New |
| TD Private Client Wealth LLC | 10,245 | $944.7K | 0.02% | −1,029−9.1% | Reduced |
| Tower Research Capital LLC (TRC) | 10,287 | $948.6K | 0.02% | +1,880+22.4% | Added |
| Affinity Investment Advisors, LLC | 10,306 | $950.3K | 0.59% | +1,535+17.5% | Added |
| GWM Advisors LLC | 10,370 | $956.2K | 0.00% | −4,477−30.2% | Reduced |
| Tema ETFs LLC | 10,444 | $963.0K | 0.06% | −4,284−29.1% | Reduced |
| Evergreen Capital Management LLC | 11,051 | $1.02M | 0.02% | +3,041+38.0% | Added |
| Quadrature Capital Ltd | 11,092 | $1.02M | 0.01% | +11,092 | New |
| Maryland State Retirement & Pension System | 11,252 | $1.04M | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 11,425 | $1.05M | 0.01% | −476−4.0% | Reduced |
| Redwood Investment Management, LLC | 11,738 | $1.08M | 0.13% | −5,047−30.1% | Reduced |
| Los Angeles Capital Management LLC | 11,826 | $1.09M | 0.00% | −100−0.8% | Reduced |
| Kesler, Norman & Wride, LLC | 12,029 | $1.11M | 0.19% | −67−0.6% | Reduced |
| Fulton Bank, N.A. | 12,204 | $1.13M | 0.04% | +502+4.3% | Added |
| CAPROCK Group, Inc. | 12,250 | $1.13M | 0.03% | +9,270+311.1% | Added |
| Savoir Faire Capital Management, L.P. | 12,464 | $1.15M | 0.69% | −36,578−74.6% | Reduced |
| Argos Wealth Advisors, LLC | 12,468 | $1.15M | 0.33% | −1,500−10.7% | Reduced |
| United Asset Strategies, Inc. | 12,494 | $1.15M | 0.09% | +16+0.1% | Added |
| Essential Partners LLC | 13,013 | $1.20M | 0.40% | −253−1.9% | Reduced |
| Sequoia Financial Advisors, LLC | 13,116 | $1.21M | 0.01% | +3,101+31.0% | Added |
| BFSG, LLC | 13,173 | $1.21M | 0.12% | +13,173 | New |
| Pallas Capital Advisors LLC | 13,538 | $1.25M | 0.05% | −2,570−16.0% | Reduced |
| Sowell Financial Services LLC | 13,599 | $1.25M | 0.05% | −134−1.0% | Reduced |
| Oak Thistle LLC | 13,800 | $1.27M | 0.12% | −14,527−51.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 14,048 | $1.30M | 0.01% | +9,443+205.1% | Added |
| Exchange Traded Concepts, LLC | 14,171 | $1.31M | 0.01% | +10,051+244.0% | Added |
| Stifel Financial Corp | 14,492 | $1.34M | 0.00% | −1,501−9.4% | Reduced |
| Gradient Investments LLC | 14,595 | $1.35M | 0.02% | +14,595 | New |
| Tocqueville Asset Management L.P. | 14,611 | $1.35M | 0.02% | +2,960+25.4% | Added |
| Commonwealth Equity Services, LLC | 14,622 | $1.35M | 0.00% | −148−1.0% | Reduced |
| Cornerstone Investment Partners, LLC | 14,693 | $1.35M | 0.06% | +550+3.9% | Added |
| Nilsine Partners, LLC | 15,150 | $1.38M | 0.11% | +1,093+7.8% | Added |
| We Are One Seven, LLC | 15,492 | $1.43M | 0.03% | −1,860−10.7% | Reduced |
| Wright Investors Service Inc | 15,515 | $1.43M | 0.45% | +2,088+15.6% | Added |
| Axq Capital, LP | 15,602 | $1.44M | 0.19% | +15,602 | New |
| Advisors Asset Management, Inc. | 15,653 | $1.44M | 0.02% | −3,378−17.7% | Reduced |
| Triangle Securities Wealth Management | 16,000 | $1.48M | 0.33% | −405−2.5% | Reduced |
| Securian Asset Management, Inc | 16,247 | $1.50M | 0.06% | 00.0% | Unchanged |