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 |
|---|---|---|---|---|---|
| Unisphere Establishment | 353,000 | $32.6M | 0.27% | +78,000+28.4% | Added |
| Osterweis Capital Management Inc | 354,083 | $32.6M | 1.68% | −37,453−9.6% | Reduced |
| Glenview Capital Management, LLC | 384,007 | $35.4M | 0.96% | −753,756−66.2% | Reduced |
| Barclays PLC | 388,528 | $35.8M | 0.01% | +182,975+89.0% | Added |
| Caisse de Depot Et Placement du Quebec | 389,112 | $35.9M | 0.06% | +389,112 | New |
| Wells Fargo & Company | 392,902 | $36.2M | 0.01% | +6,604+1.7% | Added |
| Suvretta Capital Management, LLC | 395,970 | $36.5M | 0.99% | +395,970 | New |
| Argent Capital Management LLC | 406,326 | $37.5M | 1.18% | +355,432+698.4% | Added |
| California Public Employees Retirement System | 408,212 | $37.6M | 0.02% | −21,666−5.0% | Reduced |
| Jupiter Asset Management Ltd | 411,909 | $38.0M | 0.20% | −284,742−40.9% | Reduced |
| Millennium Management LLC | 428,577 | $39.5M | 0.03% | −64,073−13.0% | Reduced |
| Cookson Peirce & Co Inc | 433,445 | $40.0M | 1.69% | −10,195−2.3% | Reduced |
| Swiss National Bank | 441,055 | $40.7M | 0.02% | −2,900−0.7% | Reduced |
| Pictet Asset Management Holding SA | 449,060 | $41.4M | 0.04% | −9,660−2.1% | Reduced |
| Jane Street Group, LLC | 452,046 | $41.7M | 0.04% | +440,527+3,824.4% | Added |
| CIBC Bancorp USA Inc. | 462,316 | $42.6M | 0.06% | +462,316 | New |
| Retirement Systems of Alabama | 465,062 | $42.9M | 0.14% | +2,808+0.6% | Added |
| Gotham Asset Management, LLC | 469,254 | $43.3M | 0.13% | +50,540+12.1% | Added |
| Principal Financial Group Inc | 492,288 | $45.4M | 0.02% | +12,817+2.7% | Added |
| Nuveen, LLC | 497,774 | $45.9M | 0.01% | −16,715−3.2% | Reduced |
| Schroder Investment Management Group | 505,430 | $46.0M | 0.04% | +497,057+5,936.4% | Added |
| SEI Investments Co | 503,394 | $46.4M | 0.04% | −101,488−16.8% | Reduced |
| Qube Research & Technologies Ltd | 512,978 | $47.3M | 0.07% | −1,011,324−66.3% | Reduced |
| Chescapmanager LLC | 528,457 | $48.7M | 7.78% | −30,000−5.4% | Reduced |
| Tensile Capital Management LP | 541,042 | $49.9M | 7.14% | −223,000−29.2% | Reduced |
| Rhumbline Advisers | 591,745 | $54.6M | 0.05% | +5,583+1.0% | Added |
| Ci Investments Inc. | 626,553 | $57.8M | 0.28% | −509,091−44.8% | Reduced |
| Polar Capital Holdings Plc | 652,180 | $60.1M | 0.26% | +193,884+42.3% | Added |
| Quantinno Capital Management LP | 660,043 | $60.9M | 0.10% | +90,179+15.8% | Added |
| D. E. Shaw & Co., Inc. | 682,529 | $62.9M | 0.05% | +656,259+2,498.1% | Added |
| Manufacturers Life Insurance Company, The | 703,048 | $64.8M | 0.06% | +13,308+1.9% | Added |
| Commerce Bank | 761,815 | $70.2M | 0.34% | −2,113−0.3% | Reduced |
| Parnassus Investments | 810,095 | $74.7M | 0.22% | +1,986+0.2% | Added |
| Raymond James Financial Inc | 815,898 | $75.1M | 0.02% | +47,041+6.1% | Added |
| Brown Advisory Inc | 914,483 | $84.3M | 0.14% | +64,453+7.6% | Added |
| Arrowstreet Capital, Limited Partnership | 1,022,853 | $94.3M | 0.05% | −569,473−35.8% | Reduced |
| Atalan Capital Partners, LP | 1,051,000 | $96.9M | 8.93% | −139,000−11.7% | Reduced |
| Goldman Sachs Group Inc | 1,074,599 | $99.1M | 0.01% | −242,290−18.4% | Reduced |
| Neuberger Berman Group LLC | 1,195,795 | $110.3M | 0.08% | +117,114+10.9% | Added |
| Silvercrest Asset Management Group LLC | 1,232,776 | $113.7M | 0.82% | −38,446−3.0% | Reduced |
| UBS Asset Management Americas Inc | 1,235,340 | $113.9M | 0.02% | +35,673+3.0% | Added |
| Franklin Resources Inc | 1,241,918 | $114.5M | 0.03% | +1,156,685+1,357.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,243,456 | $114.7M | 0.07% | +1,230,785+9,713.4% | Added |
| Vanguard Fiduciary Trust Co | 1,368,203 | $126.2M | 0.03% | +1,368,203 | New |
| Deutsche Bank AG | 1,380,492 | $127.3M | 0.04% | −149,070−9.7% | Reduced |
| Bank of New York Mellon Corp | 1,449,124 | $133.6M | 0.02% | +35,854+2.5% | Added |
| Bank of America Corp | 1,520,296 | $140.2M | 0.01% | +512,511+50.9% | Added |
| Avantyr Capital Partners, LP | 1,600,864 | $147.6M | 7.09% | +1,600,864 | New |
| AQR Capital Management LLC | 1,720,107 | $156.7M | 0.07% | −445,240−20.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,708,108 | $157.5M | 0.02% | +43,269+2.6% | Added |
| Pertento Partners LLP | 1,853,508 | $170.9M | 18.14% | +176,088+10.5% | Added |
| Capital International Investors | 1,862,651 | $171.8M | 0.04% | +1,862,651 | New |
| Northern Trust Corp | 1,888,589 | $174.1M | 0.02% | +26,740+1.4% | Added |
| UBS Group AG | 1,993,669 | $183.8M | 0.03% | +818,809+69.7% | Added |
| Ameriprise Financial Inc | 2,035,223 | $187.7M | 0.04% | +523,502+34.6% | Added |
| JPMorgan Chase & Co | 2,155,327 | $196.0M | 0.01% | −191,344−8.2% | Reduced |
| Alliancebernstein L.P. | 2,653,736 | $199.9M | 0.06% | +1,840,466+226.3% | Added |
| Bank of Montreal | 2,711,676 | $250.0M | 0.11% | −155,045−5.4% | Reduced |
| Bessemer Group Inc | 2,926,696 | $269.9M | 0.42% | +51,519+1.8% | Added |
| Artisan Partners Limited Partnership | 3,020,204 | $278.5M | 0.45% | −107,397−3.4% | Reduced |
| Morgan Stanley | 3,310,350 | $305.2M | 0.02% | +287,301+9.5% | Added |
| Dimensional Fund Advisors LP | 3,422,893 | $315.6M | 0.07% | −219,959−6.0% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 3,795,998 | $350.0M | 2.79% | +3,795,998 | New |
| Massachusetts Financial Services Co | 3,833,008 | $358.2M | 0.12% | −661,284−14.7% | Reduced |
| Primecap Management Co | 3,946,310 | $363.9M | 0.29% | +34,700+0.9% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 4,283,474 | $395.0M | 3.52% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 4,445,075 | $409.9M | 0.05% | +279,464+6.7% | Added |
| Geode Capital Management, LLC | 5,268,834 | $485.9M | 0.03% | +1,197,750+29.4% | Added |
| T. Rowe Price Investment Management, Inc. | 5,673,743 | $523.2M | 0.36% | +5,086,755+866.6% | Added |
| Victory Capital Management Inc | 6,077,846 | $560.4M | 0.36% | +1,261,519+26.2% | Added |
| Invesco Ltd. | 6,115,480 | $563.9M | 0.06% | −2,031,493−24.9% | Reduced |
| State Street Corp | 6,876,558 | $634.1M | 0.02% | +57,139+0.8% | Added |
| Capital World Investors | 7,775,099 | $716.9M | 0.10% | −5,087,001−39.6% | Reduced |
| Vanguard Capital Management LLC | 9,900,914 | $913.0M | 0.02% | +9,900,914 | New |
| Vanguard Portfolio Management LLC | 10,201,715 | $940.7M | 0.05% | +10,201,715 | New |
| FMR LLC | 13,777,725 | $1.27B | 0.07% | −642,316−4.5% | Reduced |
| Wellington Management Group LLP | 15,750,520 | $1.45B | 0.27% | +1,969,994+14.3% | Added |
| Boston Partners | 16,394,437 | $1.51B | 1.58% | +190,557+1.2% | Added |
| BlackRock, Inc. | 20,435,274 | $1.88B | 0.03% | +429,646+2.1% | Added |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −985,312−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −930,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −396,200−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −316,262−100.0% | Sold out |
| Makena Capital Management LLC | 0 | $0 | 0.00% | −223,384−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −213,495−100.0% | Sold out |
| Factory Mutual Insurance Co | 0 | $0 | 0.00% | −206,850−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −138,520−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −121,992−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −98,500−100.0% | Sold out |
| Woodbridge Co Ltd | 0 | $0 | 0.00% | −87,233−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −84,180−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −76,653−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −64,896−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −51,573−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −41,554−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −41,303−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −40,072−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −24,438−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −23,300−100.0% | Sold out |