US Foods Holding Corp.
USFD- 交易所
- NYSE
- 產業
- Wholesale-Groceries & Related Products
- SEC CIK
- 0001665918
近 90 天,US Foods Holding Corp. 內部人申報 0 筆公開市場買進、2 筆賣出;2026 年第 2 季末有 673 家機構在 13F 申報持有,市值合計 $240.8 億;孤松資本、D1 資本等 3 位大師持有。
2026 年第 2 季 13F 持有人
US Foods Holding Corp. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 673
- 較 2026 年第 1 季 0 家
- 持有股數
- 2.36 億
- 較 2026 年第 1 季 +416.8 萬 (+1.8%)
- 總市值
- $240.8 億
- 較 2026 年第 1 季 +$27.8 億 (+13.0%)
- 新進機構
- 83
- 另有 231 家加碼
- 清倉機構
- 83
- 另有 276 家減碼
另有 6 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 USFD 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 673 | $240.8 億 |
| 2026 年第 1 季 | 679 | $213.4 億 |
| 2025 年第 4 季 | 648 | $174.7 億 |
| 2025 年第 3 季 | 646 | $176.5 億 |
| 2025 年第 2 季 | 635 | $179.8 億 |
| 2025 年第 1 季 | 596 | $153.7 億 |
| 2024 年第 4 季 | 584 | $155.0 億 |
| 2024 年第 3 季 | 505 | $143.3 億 |
| 2024 年第 2 季 | 452 | $132.7 億 |
| 2024 年第 1 季 | 440 | $136.8 億 |
| 2023 年第 4 季 | 422 | $113.0 億 |
| 2023 年第 3 季 | 394 | $97.9 億 |
| 2023 年第 2 季 | 398 | $107.9 億 |
| 2023 年第 1 季 | 357 | $97.7 億 |
| 2022 年第 4 季 | 319 | $74.6 億 |
| 2022 年第 3 季 | 302 | $58.4 億 |
| 2022 年第 2 季 | 303 | $67.4 億 |
| 2022 年第 1 季 | 316 | $83.5 億 |
| 2021 年第 4 季 | 311 | $76.0 億 |
| 2021 年第 3 季 | 302 | $73.9 億 |
| 2021 年第 2 季 | 297 | $80.6 億 |
| 2021 年第 1 季 | 314 | $79.3 億 |
2026 年第 2 季持有機構
每家機構持有 US Foods Holding Corp. 的股數、市值與佔組合比重;股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 23,009,877 | $23.5 億 | 0.41% | +7,259,357+46.1% | 加碼 |
| BlackRock, Inc. | 20,845,367 | $21.3 億 | 0.03% | +410,093+2.0% | 加碼 |
| Boston Partners | 18,606,610 | $19.0 億 | 1.69% | +2,212,173+13.5% | 加碼 |
| Vanguard Portfolio Management LLC | 10,135,613 | $10.4 億 | 0.05% | −66,102−0.6% | 減碼 |
| Vanguard Capital Management LLC | 9,960,262 | $10.2 億 | 0.02% | +59,348+0.6% | 加碼 |
| FMR LLC | 8,939,057 | $9.14 億 | 0.04% | −4,838,668−35.1% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 7,343,328 | $7.51 億 | 0.49% | +1,669,585+29.4% | 加碼 |
| State Street Corp | 6,993,748 | $7.15 億 | 0.02% | +117,190+1.7% | 加碼 |
| Invesco Ltd. | 5,673,337 | $5.80 億 | 0.05% | −442,143−7.2% | 減碼 |
| Victory Capital Management Inc | 5,443,787 | $5.57 億 | 0.31% | −634,059−10.4% | 減碼 |
| Capital World Investors | 5,200,756 | $5.32 億 | 0.06% | −2,574,343−33.1% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 4,914,492 | $5.03 億 | 3.07% | +1,118,494+29.5% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 4,501,964 | $4.60 億 | 1.32% | +218,490+5.1% | 加碼 |
| Price T Rowe Associates Inc | 4,210,897 | $4.31 億 | 0.04% | −234,178−5.3% | 減碼 |
| Geode Capital Management, LLC | 4,046,079 | $4.14 億 | 0.02% | −1,222,755−23.2% | 減碼 |
| Primecap Management Co | 3,980,409 | $4.07 億 | 0.24% | +34,099+0.9% | 加碼 |
| Dimensional Fund Advisors LP | 3,453,114 | $3.53 億 | 0.06% | +30,221+0.9% | 加碼 |
| Morgan Stanley | 3,162,670 | $3.23 億 | 0.02% | −147,680−4.5% | 減碼 |
| Bessemer Group Inc | 2,888,303 | $2.95 億 | 0.41% | −38,393−1.3% | 減碼 |
| Massachusetts Financial Services Co | 2,832,995 | $2.92 億 | 0.09% | −1,000,013−26.1% | 減碼 |
| Norges Bank | 2,806,952 | $2.87 億 | 0.03% | +2,806,952 | 新進 |
| Bank of Montreal | 2,709,712 | $2.77 億 | 0.10% | −1,964−0.1% | 減碼 |
| Artisan Partners Limited Partnership | 2,662,861 | $2.72 億 | 0.44% | −357,343−11.8% | 減碼 |
| Alliancebernstein L.P. | 2,856,357 | $2.63 億 | 0.09% | +202,621+7.6% | 加碼 |
| Avantyr Capital Partners, LP | 2,159,092 | $2.21 億 | 8.13% | +558,228+34.9% | 加碼 |
| Pertento Partners LLP | 2,152,248 | $2.20 億 | 15.82% | +298,740+16.1% | 加碼 |
| Ameriprise Financial Inc | 2,123,093 | $2.17 億 | 0.04% | +87,870+4.3% | 加碼 |
| Northern Trust Corp | 1,914,900 | $1.96 億 | 0.02% | +26,311+1.4% | 加碼 |
| Charles Schwab Investment Management Inc | 1,737,087 | $1.78 億 | 0.02% | +28,979+1.7% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 1,734,346 | $1.77 億 | 0.51% | +1,734,346 | 新進 |
| JPMorgan Chase & Co | 1,660,638 | $1.71 億 | 0.01% | −494,689−23.0% | 減碼 |
| Goldman Sachs Group Inc | 1,659,572 | $1.70 億 | 0.02% | +584,973+54.4% | 加碼 |
| UBS Group AG | 1,610,014 | $1.65 億 | 0.03% | −383,655−19.2% | 減碼 |
| AQR Capital Management LLC | 1,550,788 | $1.57 億 | 0.05% | −169,319−9.8% | 減碼 |
| Franklin Resources Inc | 1,498,042 | $1.53 億 | 0.03% | +256,124+20.6% | 加碼 |
| Holocene Advisors, LP | 1,418,397 | $1.45 億 | 0.33% | +1,418,397 | 新進 |
| Vanguard Fiduciary Trust Co | 1,394,265 | $1.43 億 | 0.03% | +26,062+1.9% | 加碼 |
| Deutsche Bank AG | 1,382,823 | $1.41 億 | 0.04% | +2,331+0.2% | 加碼 |
| Bank of America Corp | 1,343,986 | $1.37 億 | 0.01% | −176,310−11.6% | 減碼 |
| Neuberger Berman Group LLC | 1,264,165 | $1.29 億 | 0.09% | +68,370+5.7% | 加碼 |
| Bank of New York Mellon Corp | 1,249,298 | $1.28 億 | 0.02% | −199,826−13.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,239,100 | $1.27 億 | 0.07% | −4,356−0.4% | 減碼 |
| Silvercrest Asset Management Group LLC | 1,194,395 | $1.22 億 | 0.80% | −38,381−3.1% | 減碼 |
| UBS Asset Management Americas Inc | 1,099,800 | $1.12 億 | 0.02% | −135,540−11.0% | 減碼 |
| Atalan Capital Partners, LP | 1,088,500 | $1.11 億 | 6.83% | +37,500+3.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 987,754 | $1.01 億 | 0.04% | −35,099−3.4% | 減碼 |
| Brown Advisory Inc | 982,552 | $1.00 億 | 0.16% | +68,069+7.4% | 加碼 |
| Parnassus Investments | 952,964 | $9,744 萬 | 0.26% | +142,869+17.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 938,328 | $9,594 萬 | 0.06% | +255,799+37.5% | 加碼 |
| Polar Capital Holdings Plc | 806,376 | $8,245 萬 | 0.23% | +154,196+23.6% | 加碼 |
| Commerce Bank | 753,951 | $7,709 萬 | 0.34% | −7,864−1.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 751,810 | $7,687 萬 | 0.06% | +48,762+6.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 709,462 | $7,254 萬 | 0.04% | +607,586+596.4% | 加碼 |
| Junto Capital Management LP | 693,604 | $7,092 萬 | 1.31% | +693,604 | 新進 |
| Ci Investments Inc. | 611,249 | $6,250 萬 | 0.20% | −15,304−2.4% | 減碼 |
| Quantinno Capital Management LP | 586,331 | $5,995 萬 | 0.07% | −73,712−11.2% | 減碼 |
| Rhumbline Advisers | 581,163 | $5,942 萬 | 0.04% | −10,582−1.8% | 減碼 |
| Steadfast Capital Management LP | 534,533 | $5,466 萬 | 1.67% | +398,933+294.2% | 加碼 |
| Chescapmanager LLC | 528,457 | $5,403 萬 | 7.02% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 525,408 | $5,372 萬 | 0.13% | +56,154+12.0% | 加碼 |
| Principal Financial Group Inc | 499,990 | $5,112 萬 | 0.03% | +7,702+1.6% | 加碼 |
| Raymond James Financial Inc | 485,576 | $4,965 萬 | 0.01% | −330,322−40.5% | 減碼 |
| SEI Investments Co | 477,991 | $4,887 萬 | 0.04% | −25,403−5.0% | 減碼 |
| Schroder Investment Management Group | 458,086 | $4,693 萬 | 0.03% | −47,344−9.4% | 減碼 |
| Tensile Capital Management LP | 446,042 | $4,561 萬 | 6.30% | −95,000−17.6% | 減碼 |
| Swiss National Bank | 441,955 | $4,519 萬 | 0.02% | +900+0.2% | 加碼 |
| Retirement Systems of Alabama | 422,461 | $4,320 萬 | 0.13% | −42,601−9.2% | 減碼 |
| Jupiter Asset Management Ltd | 422,248 | $4,317 萬 | 0.21% | +10,339+2.5% | 加碼 |
| TD Asset Management Inc | 419,464 | $4,289 萬 | 0.04% | +97,105+30.1% | 加碼 |
| Cookson Peirce & Co Inc | 411,179 | $4,204 萬 | 1.39% | −22,266−5.1% | 減碼 |
| Nuveen, LLC | 409,662 | $4,189 萬 | 0.01% | −88,112−17.7% | 減碼 |
| Pictet Asset Management Holding SA | 377,642 | $3,861 萬 | 0.04% | −71,418−15.9% | 減碼 |
| Wells Fargo & Company | 360,344 | $3,685 萬 | 0.01% | −32,558−8.3% | 減碼 |
| Osterweis Capital Management Inc | 353,146 | $3,611 萬 | 1.70% | −937−0.3% | 減碼 |
| Unisphere Establishment | 353,000 | $3,609 萬 | 0.31% | 00.0% | 不變 |
| CIBC Bancorp USA Inc. | 348,135 | $3,561 萬 | 0.04% | −114,181−24.7% | 減碼 |
| Barclays PLC | 341,640 | $3,493 萬 | 0.01% | −46,888−12.1% | 減碼 |
| Millennium Management LLC | 338,780 | $3,464 萬 | 0.02% | −89,797−21.0% | 減碼 |
| Nomura Asset Management International Inc. | 331,350 | $3,388 萬 | 0.05% | +35,102+11.8% | 加碼 |
| California Public Employees Retirement System | 326,340 | $3,337 萬 | 0.02% | −81,872−20.1% | 減碼 |
| Legal & General Group Plc | 316,811 | $3,239 萬 | 0.01% | −24,373−7.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 310,496 | $3,175 萬 | 0.11% | −27,273−8.1% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 305,102 | $3,120 萬 | 0.27% | +3,198+1.1% | 加碼 |
| Dorsal Capital Management, LLC | 300,000 | $3,068 萬 | 1.10% | +300,000 | 新進 |
| Freestone Grove Partners LP | 295,214 | $3,019 萬 | 0.20% | +295,214 | 新進 |
| Argent Capital Management LLC | 291,309 | $2,979 萬 | 0.94% | −115,017−28.3% | 減碼 |
| Artemis Investment Management LLP | 287,923 | $2,944 萬 | 0.26% | −3,281−1.1% | 減碼 |
| Clearbridge Investments, LLC | 273,998 | $2,802 萬 | 0.02% | −62,959−18.7% | 減碼 |
| South Street Advisors LLC | 267,135 | $2,731 萬 | 3.55% | −2,355−0.9% | 減碼 |
| OP Asset Management Ltd | 256,490 | $2,623 萬 | 0.28% | +25,738+11.2% | 加碼 |
| USS Investment Management Ltd | 255,664 | $2,614 萬 | 0.09% | +255,664 | 新進 |
| California State Teachers Retirement System | 255,424 | $2,612 萬 | 0.02% | −5,485−2.1% | 減碼 |
| Envestnet Asset Management Inc | 251,421 | $2,571 萬 | 0.01% | +10,279+4.3% | 加碼 |
| Ensign Peak Advisors, Inc | 241,382 | $2,468 萬 | 0.04% | +193+0.1% | 加碼 |
| Avalon Trust Co | 236,090 | $2,414 萬 | 1.49% | −1,200−0.5% | 減碼 |
| Vident Advisory, LLC | 232,151 | $2,374 萬 | 0.18% | −623−0.3% | 減碼 |
| LMR Partners LLP | 231,521 | $2,367 萬 | 0.17% | +51,521+28.6% | 加碼 |
| Vanguard Asset Management, Ltd | 212,448 | $2,172 萬 | 0.01% | +11,368+5.7% | 加碼 |
| STRS Ohio | 203,900 | $2,085 萬 | 0.08% | +17,535+9.4% | 加碼 |
| Hook Mill Capital Partners, LP | 199,945 | $2,044 萬 | 1.90% | +192,626+2,631.9% | 加碼 |