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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 58,438 | $5.39M | 0.31% | −3,759−6.0% | Reduced |
| Nissay Asset Management Corp | 58,966 | $5.44M | 0.03% | −778−1.3% | Reduced |
| Teacher Retirement System of Texas | 59,877 | $5.52M | 0.02% | +768+1.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 60,202 | $5.55M | 0.06% | −14,801−19.7% | Reduced |
| Ethic Inc. | 60,270 | $5.56M | 0.09% | +4,631+8.3% | Added |
| Nordea Investment Management AB | 61,876 | $5.58M | 0.01% | −2,155−3.4% | Reduced |
| Arizona State Retirement System | 61,263 | $5.65M | 0.03% | −1,707−2.7% | Reduced |
| State of Alaska, Department of Revenue | 61,802 | $5.70M | 0.06% | −345−0.6% | Reduced |
| Two Sigma Investments, LP | 62,847 | $5.80M | 0.00% | +20,600+48.8% | Added |
| Nomura Asset Management Co Ltd | 63,761 | $5.88M | 0.02% | +139+0.2% | Added |
| Louisiana State Employees Retirement System | 63,900 | $5.89M | 0.10% | +2,200+3.6% | Added |
| Strategic Global Advisors, LLC | 64,600 | $5.96M | 0.95% | −1,600−2.4% | Reduced |
| Aquatic Capital Management LLC | 66,948 | $6.17M | 0.18% | +66,948 | New |
| Northwest & Ethical Investments L.P. | 67,470 | $6.22M | 0.14% | +67,470 | New |
| Handelsbanken Fonder AB | 67,541 | $6.23M | 0.02% | +7,600+12.7% | Added |
| Yousif Capital Management, LLC | 68,433 | $6.31M | 0.07% | −4,119−5.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 68,915 | $6.35M | 0.21% | +2,039+3.0% | Added |
| Teachers Retirement System of the State of Kentucky | 69,593 | $6.42M | 0.05% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 70,716 | $6.52M | 0.01% | −2,921−4.0% | Reduced |
| SG Americas Securities, LLC | 71,467 | $6.59M | 0.01% | −7,602−9.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 71,829 | $6.62M | 0.02% | +21,779+43.5% | Added |
| Jones Financial Companies LLLP | 73,439 | $6.67M | 0.00% | +65,835+865.8% | Added |
| State of New Jersey Common Pension Fund D | 74,047 | $6.83M | 0.03% | +1,492+2.1% | Added |
| Allspring Global Investments Holdings, LLC | 76,045 | $6.91M | 0.01% | −17,461−18.7% | Reduced |
| Fifth Third Bancorp | 75,392 | $6.95M | 0.01% | +72,545+2,548.1% | Added |
| Cozad Asset Management Inc | 76,168 | $7.02M | 0.55% | −31,654−29.4% | Reduced |
| Susquehanna International Group, LLP | 76,305 | $7.04M | 0.01% | +72,306+1,808.1% | Added |
| CI Private Wealth, LLC | 77,490 | $7.04M | 0.01% | +10,903+16.4% | Added |
| Tradewinds, LLC. | 75,674 | $7.04M | 2.27% | −6,564−8.0% | Reduced |
| SaddleRock Capital Management LLC | 82,792 | $7.63M | 8.14% | +11,800+16.6% | Added |
| Mutual of America Capital Management LLC | 84,516 | $7.79M | 0.09% | −8,266−8.9% | Reduced |
| KBC Group NV | 85,114 | $7.85M | 0.02% | +79,090+1,312.9% | Added |
| Russell Investments Group, Ltd. | 85,500 | $7.88M | 0.01% | −136,807−61.5% | Reduced |
| State of Tennessee, Treasury Department | 85,600 | $7.89M | 0.03% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 85,647 | $7.90M | 0.01% | −155−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 88,831 | $8.19M | 0.02% | −19,097−17.7% | Reduced |
| Parkwood LLC | 91,636 | $8.45M | 0.75% | −73,130−44.4% | Reduced |
| Moran Wealth Management, LLC | 95,501 | $8.81M | 0.27% | −3,892−3.9% | Reduced |
| Treasurer of the State of North Carolina | 96,025 | $8.85M | 0.03% | +2,046+2.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 96,195 | $8.87M | 0.08% | +358+0.4% | Added |
| Great Lakes Advisors, LLC | 96,734 | $8.92M | 0.07% | −6,329−6.1% | Reduced |
| Prudential Financial Inc | 97,345 | $8.98M | 0.01% | −303,530−75.7% | Reduced |
| Contravisory Investment Management, Inc. | 97,635 | $9.00M | 1.84% | −5,072−4.9% | Reduced |
| Ararat Capital Management, LP | 99,019 | $9.13M | 5.14% | +30,579+44.7% | Added |
| Vanguard Global Advisers, LLC | 99,255 | $9.15M | 0.00% | +99,255 | New |
| BNP Paribas Arbitrage, SA | 101,876 | $9.39M | 0.01% | +70,195+221.6% | Added |
| Amalgamated Bank | 102,386 | $9.44M | 0.07% | +2,046+2.0% | Added |
| LPL Financial LLC | 104,816 | $9.67M | 0.00% | +2,701+2.6% | Added |
| MetLife Investment Management | 108,552 | $10.0M | 0.05% | −406−0.4% | Reduced |
| Sessa Capital IM, L.P. | 110,704 | $10.2M | 0.19% | −334,888−75.2% | Reduced |
| Panagora Asset Management Inc | 111,613 | $10.3M | 0.04% | −1,385,320−92.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 112,400 | $10.4M | 0.05% | +13,775+14.0% | Added |
| Segall Bryant & Hamill, LLC | 119,805 | $11.0M | 0.16% | −13,774−10.3% | Reduced |
| New York State Common Retirement Fund | 119,953 | $11.1M | 0.02% | +885+0.7% | Added |
| Natixis Advisors, L.P. | 122,159 | $11.3M | 0.02% | +6,157+5.3% | Added |
| Public Employees Retirement System of Ohio | 124,685 | $11.5M | 0.04% | −16,369−11.6% | Reduced |
| Brant Point Investment Management LLC | 125,340 | $11.6M | 3.17% | −13,458−9.7% | Reduced |
| Colony Group, LLC | 129,372 | $11.9M | 0.01% | +1,462+1.1% | Added |
| RMB Capital Management, LLC | 130,408 | $12.0M | 0.21% | −463−0.4% | Reduced |
| Steadfast Capital Management LP | 135,600 | $12.5M | 0.47% | −829,300−85.9% | Reduced |
| First Trust Advisors LP | 144,173 | $13.3M | 0.01% | −36,541−20.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 147,441 | $13.6M | 0.02% | +1,238+0.8% | Added |
| New York State Teachers Retirement System | 150,163 | $13.8M | 0.03% | −7,822−5.0% | Reduced |
| State of Wisconsin Investment Board | 150,790 | $13.9M | 0.03% | +7,448+5.2% | Added |
| Great West Life Assurance Co | 153,502 | $14.2M | 0.03% | −4,575−2.9% | Reduced |
| Intech Investment Management LLC | 164,347 | $15.2M | 0.15% | −35,640−17.8% | Reduced |
| Illinois Municipal Retirement Fund | 164,754 | $15.2M | 0.19% | +9,913+6.4% | Added |
| Voya Investment Management LLC | 178,830 | $16.5M | 0.02% | −27,951−13.5% | Reduced |
| Impax Asset Management Group plc | 180,000 | $16.6M | 0.12% | −50,000−21.7% | Reduced |
| LMR Partners LLP | 180,000 | $16.6M | 0.15% | +180,000 | New |
| Citadel Advisors LLC | 180,678 | $16.7M | 0.01% | +180,678 | New |
| Westwood Holdings Group Inc. | 184,338 | $17.0M | 0.12% | −6,096−3.2% | Reduced |
| State Board of Administration of Florida Retirement System | 184,540 | $17.0M | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 186,365 | $17.2M | 0.07% | −80.0% | Reduced |
| American Century Companies Inc | 187,800 | $17.3M | 0.01% | −68,870−26.8% | Reduced |
| Loomis Sayles & Co L P | 188,683 | $17.4M | 0.02% | +40,665+27.5% | Added |
| Community Trust & Investment Co | 196,010 | $18.1M | 0.98% | +3,306+1.7% | Added |
| Alyeska Investment Group, L.P. | 197,980 | $18.3M | 0.05% | −164,307−45.4% | Reduced |
| Citigroup Inc | 200,975 | $18.5M | 0.01% | −217,134−51.9% | Reduced |
| Vanguard Asset Management, Ltd | 201,080 | $18.5M | 0.02% | +201,080 | New |
| Driehaus Capital Management LLC | 210,608 | $19.4M | 0.14% | +210,608 | New |
| OP Asset Management Ltd | 230,752 | $21.3M | 0.22% | +5,082+2.3% | Added |
| Clearfield Capital Management LP | 232,200 | $21.4M | 11.75% | 00.0% | Unchanged |
| Vident Advisory, LLC | 232,774 | $21.5M | 0.18% | +32,205+16.1% | Added |
| Avalon Trust Co | 237,290 | $21.9M | 1.51% | +94,359+66.0% | Added |
| Envestnet Asset Management Inc | 241,142 | $22.2M | 0.01% | +59,038+32.4% | Added |
| Ensign Peak Advisors, Inc | 241,189 | $22.2M | 0.04% | −382,656−61.3% | Reduced |
| California State Teachers Retirement System | 260,909 | $24.1M | 0.03% | +47,507+22.3% | Added |
| South Street Advisors LLC | 269,490 | $24.8M | 3.60% | −4,055−1.5% | Reduced |
| Danske Bank A/S | 270,013 | $24.9M | 0.06% | +1,087+0.4% | Added |
| Clarkston Capital Partners, LLC | 289,575 | $26.7M | 2.04% | −1,473,541−83.6% | Reduced |
| Artemis Investment Management LLP | 291,204 | $26.9M | 0.28% | −8,521−2.8% | Reduced |
| Nomura Asset Management International Inc. | 296,248 | $27.3M | 0.05% | −46,895−13.7% | Reduced |
| Premier Fund Managers Ltd | 302,241 | $27.5M | 1.95% | −11,459−3.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 301,904 | $27.8M | 0.26% | +16,889+5.9% | Added |
| TD Asset Management Inc | 322,359 | $29.7M | 0.02% | +299,788+1,328.2% | Added |
| Janus Henderson Group PLC | 331,032 | $30.5M | 0.01% | +231,651+233.1% | Added |
| Clearbridge Investments, LLC | 336,957 | $31.1M | 0.03% | −2,739−0.8% | Reduced |
| Public Employees Retirement Association of Colorado | 337,769 | $31.1M | 0.12% | 00.0% | Unchanged |
| Legal & General Group Plc | 341,184 | $31.5M | 0.01% | −44,892−11.6% | Reduced |