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 $240.7 億；孤松資本、D1 資本等 3 位大師持有。
2022 年第 1 季 13F 持有人
US Foods Holding Corp. 在 2022/3/31 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
- 316
- 較 2021 年第 4 季 +9 家
- 持有股數
- 2.22 億
- 較 2021 年第 4 季 +367.3 萬 (+1.7%)
- 總市值
- $83.5 億
- 較 2021 年第 4 季 +$7.51 億 (+9.9%)
- 新進機構
- 48
- 另有 110 家加碼
- 清倉機構
- 39
- 另有 102 家減碼
另有 4 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 | $240.7 億 |
| 2026 年第 1 季 | 679 | $213.4 億 |
| 2025 年第 4 季 | 648 | $174.3 億 |
| 2025 年第 3 季 | 646 | $174.7 億 |
| 2025 年第 2 季 | 635 | $179.4 億 |
| 2025 年第 1 季 | 596 | $153.4 億 |
| 2024 年第 4 季 | 584 | $154.9 億 |
| 2024 年第 3 季 | 505 | $140.8 億 |
| 2024 年第 2 季 | 452 | $130.1 億 |
| 2024 年第 1 季 | 440 | $131.5 億 |
| 2023 年第 4 季 | 422 | $110.1 億 |
| 2023 年第 3 季 | 394 | $97.9 億 |
| 2023 年第 2 季 | 398 | $107.6 億 |
| 2023 年第 1 季 | 357 | $87.1 億 |
| 2022 年第 4 季 | 319 | $74.6 億 |
| 2022 年第 3 季 | 302 | $58.3 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 |
2022 年第 1 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 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 25,561,053 | $9.62 億 | 0.08% | +1,490,669+6.2% | 加碼 |
| Sachem Head Capital Management LP | 19,184,852 | $7.22 億 | 18.43% | −1,025,000−5.1% | 減碼 |
| Vanguard Group Inc | 18,841,409 | $7.09 億 | 0.02% | +167,929+0.9% | 加碼 |
| Invesco Ltd. | 14,572,587 | $5.48 億 | 0.14% | −1,315,132−8.3% | 減碼 |
| Boston Partners | 14,463,813 | $5.44 億 | 0.66% | +1,845,762+14.6% | 加碼 |
| Longview Partners (Guernsey) LTD | 8,861,640 | $3.33 億 | 2.18% | −267,006−2.9% | 減碼 |
| BlackRock Inc. | 8,518,973 | $3.21 億 | 0.01% | −64,433−0.8% | 減碼 |
| Bessemer Group Inc | 7,635,150 | $2.87 億 | 0.60% | +195,796+2.6% | 加碼 |
| JPMorgan Chase & Co | 7,256,261 | $2.73 億 | 0.04% | −2,145,940−22.8% | 減碼 |
| Leonard Green & Partners, L.P. | 7,000,000 | $2.63 億 | 3.00% | 00.0% | 不變 |
| Ci Investments Inc. | 5,185,641 | $1.95 億 | 0.72% | −732,688−12.4% | 減碼 |
| Clarkston Capital Partners, LLC | 4,827,641 | $1.82 億 | 3.02% | +323,686+7.2% | 加碼 |
| Glenview Capital Management, LLC | 4,419,867 | $1.66 億 | 3.39% | +2,800,755+173.0% | 加碼 |
| Dimensional Fund Advisors LP | 4,109,299 | $1.55 億 | 0.05% | −12,083−0.3% | 減碼 |
| Nordea Investment Management AB | 3,908,315 | $1.49 億 | 0.19% | +381,999+10.8% | 加碼 |
| Davidson Kempner Capital Management LP | 3,643,225 | $1.37 億 | 1.94% | +3,643,225 | 新進 |
| State Street Corp | 3,458,075 | $1.30 億 | 0.01% | +167,651+5.1% | 加碼 |
| Dorsal Capital Management, LLC | 3,250,000 | $1.22 億 | 6.22% | −350,000−9.7% | 減碼 |
| Geode Capital Management, LLC | 2,839,966 | $1.07 億 | 0.01% | +100,522+3.7% | 加碼 |
| TOMS Capital Investment Management LP | 2,544,071 | $9,573 萬 | 17.96% | +2,544,071 | 新進 |
| Wellington Management Group LLP | 2,517,518 | $9,473 萬 | 0.02% | −467,570−15.7% | 減碼 |
| Norges Bank | 2,061,473 | $7,757 萬 | 0.02% | 00.0% | 不變 |
| Ameriprise Financial Inc | 1,706,339 | $6,421 萬 | 0.02% | +123,888+7.8% | 加碼 |
| Neuberger Berman Group LLC | 1,617,694 | $6,087 萬 | 0.05% | +52,881+3.4% | 加碼 |
| Nuveen Asset Management, LLC | 1,574,299 | $5,801 萬 | 0.02% | −6,455−0.4% | 減碼 |
| Charles Schwab Investment Management Inc | 1,511,373 | $5,687 萬 | 0.02% | +67,595+4.7% | 加碼 |
| Dendur Capital LP | 1,384,605 | $5,210 萬 | 9.25% | −168,500−10.8% | 減碼 |
| Solus Alternative Asset Management LP | 1,306,143 | $4,915 萬 | 10.82% | −145,123−10.0% | 減碼 |
| Ensign Peak Advisors, Inc | 1,261,402 | $4,747 萬 | 0.10% | +92,211+7.9% | 加碼 |
| Hawk Ridge Capital Management LP | 1,199,235 | $4,513 萬 | 2.57% | −399,814−25.0% | 減碼 |
| Lazard Asset Management LLC | 1,140,878 | $4,293 萬 | 0.05% | −215,791−15.9% | 減碼 |
| Wedge Capital Management L L P | 1,120,972 | $4,218 萬 | 0.57% | −74,413−6.2% | 減碼 |
| Marshall Wace, LLP | 1,057,238 | $3,978 萬 | 0.08% | −1,152,115−52.1% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,043,947 | $3,928 萬 | 0.70% | −514,403−33.0% | 減碼 |
| Legion Partners Asset Management, LLC | 1,010,485 | $3,803 萬 | 9.05% | +173,079+20.7% | 加碼 |
| Epoch Investment Partners, Inc. | 986,450 | $3,712 萬 | 0.18% | +986,450 | 新進 |
| Northern Trust Corp | 949,357 | $3,573 萬 | 0.01% | −30,955−3.2% | 減碼 |
| Bank of New York Mellon Corp | 938,355 | $3,531 萬 | 0.01% | +80,621+9.4% | 加碼 |
| Goldman Sachs Group Inc | 923,732 | $3,476 萬 | 0.01% | +274,940+42.4% | 加碼 |
| Pictet Asset Management SA | 884,619 | $3,329 萬 | 0.04% | +12,655+1.5% | 加碼 |
| Polar Capital Holdings Plc | 883,410 | $3,324 萬 | 0.20% | −21,323−2.4% | 減碼 |
| Bank of America Corp | 814,114 | $3,064 萬 | 0.00% | +329,831+68.1% | 加碼 |
| Factory Mutual Insurance Co | 812,200 | $3,056 萬 | 0.41% | −233,400−22.3% | 減碼 |
| Chescapmanager LLC | 801,323 | $3,015 萬 | 6.49% | +248,698+45.0% | 加碼 |
| TimesSquare Capital Management, LLC | 797,500 | $3,001 萬 | 0.34% | −882,300−52.5% | 減碼 |
| Raymond James & Associates | 737,835 | $2,777 萬 | 0.02% | +61,698+9.1% | 加碼 |
| FIL Ltd | 718,522 | $2,704 萬 | 0.03% | +108,596+17.8% | 加碼 |
| Victory Capital Management Inc | 698,472 | $2,628 萬 | 0.03% | +541,545+345.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 653,769 | $2,460 萬 | 0.02% | −22,232−3.3% | 減碼 |
| STRS Ohio | 620,000 | $2,333 萬 | 0.09% | 00.0% | 不變 |
| Alberta Investment Management Corp | 587,584 | $2,211 萬 | 0.13% | +30,300+5.4% | 加碼 |
| Sunriver Management LLC | 565,262 | $2,127 萬 | 3.35% | +83,653+17.4% | 加碼 |
| Mak Capital One LLC | 550,337 | $2,071 萬 | 4.56% | +550,337 | 新進 |
| Islet Management, LP | 550,000 | $2,070 萬 | 2.56% | +50,000+10.0% | 加碼 |
| Majedie Asset Management Ltd | 507,298 | $1,905 萬 | 1.56% | −13,251−2.5% | 減碼 |
| Morgan Stanley | 504,707 | $1,899 萬 | 0.00% | −484,700−49.0% | 減碼 |
| Swiss National Bank | 500,455 | $1,883 萬 | 0.01% | +35,800+7.7% | 加碼 |
| Great Lakes Advisors, LLC | 489,938 | $1,844 萬 | 0.30% | +22,220+4.8% | 加碼 |
| California Public Employees Retirement System | 447,709 | $1,685 萬 | 0.01% | −24,038−5.1% | 減碼 |
| Sapience Investments, LLC | 416,182 | $1,566 萬 | 1.90% | −72,673−14.9% | 減碼 |
| UBS Group AG | 407,680 | $1,534 萬 | 0.01% | +133,273+48.6% | 加碼 |
| Legal & General Group Plc | 380,468 | $1,432 萬 | 0.00% | −10,029−2.6% | 減碼 |
| UBS Asset Management Americas Inc | 374,434 | $1,409 萬 | 0.01% | −455,687−54.9% | 減碼 |
| Fred Alger Management, LLC | 369,271 | $1,390 萬 | 0.04% | −926,583−71.5% | 減碼 |
| VeriStar Capital Management LP | 361,062 | $1,359 萬 | 11.69% | +113,900+46.1% | 加碼 |
| Parametric Portfolio Associates LLC | 326,370 | $1,228 萬 | 0.01% | −247,829−43.2% | 減碼 |
| Macquarie Group Ltd | 313,448 | $1,180 萬 | 0.01% | −14,601−4.5% | 減碼 |
| CIBC Private Wealth Group, LLC | 309,794 | $1,166 萬 | 0.03% | +25,326+8.9% | 加碼 |
| State of Wisconsin Investment Board | 298,673 | $1,124 萬 | 0.02% | +271,805+1,011.6% | 加碼 |
| Millennium Management LLC | 298,099 | $1,122 萬 | 0.01% | −426,386−58.9% | 減碼 |
| Ararat Capital Management, LP | 292,631 | $1,101 萬 | 3.52% | −152,861−34.3% | 減碼 |
| California State Teachers Retirement System | 278,598 | $1,048 萬 | 0.01% | −24,638−8.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 263,500 | $991.6 萬 | 0.02% | −260−0.1% | 減碼 |
| Assenagon Asset Management S.A. | 253,871 | $955.3 萬 | 0.03% | +198,291+356.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 236,908 | $891.5 萬 | 0.02% | +193,710+448.4% | 加碼 |
| New York State Common Retirement Fund | 227,975 | $857.9 萬 | 0.01% | −4,951−2.1% | 減碼 |
| Wells Fargo & Company | 207,506 | $780.9 萬 | 0.00% | +11,457+5.8% | 加碼 |
| Guggenheim Capital LLC | 205,180 | $772.1 萬 | 0.05% | −5,720−2.7% | 減碼 |
| Driehaus Capital Management LLC | 203,000 | $763.9 萬 | 0.09% | 00.0% | 不變 |
| Sonic Fund II, L.P. | 200,000 | $752.6 萬 | 4.23% | 00.0% | 不變 |
| Credit Suisse AG | 198,938 | $748.6 萬 | 0.01% | +29,036+17.1% | 加碼 |
| AQR Capital Management LLC | 196,853 | $740.8 萬 | 0.01% | +172,442+706.4% | 加碼 |
| Rhumbline Advisers | 188,562 | $709.6 萬 | 0.01% | −20,374−9.8% | 減碼 |
| Comerica Bank | 186,486 | $702.4 萬 | 0.05% | −17,518−8.6% | 減碼 |
| Deutsche Bank AG | 186,322 | $701.0 萬 | 0.00% | −23,142−11.0% | 減碼 |
| Spears Abacus Advisors LLC | 185,256 | $697.1 萬 | 0.52% | −183−0.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 179,027 | $673.7 萬 | 0.01% | +179,027 | 新進 |
| North Fourth Asset Management, LP | 161,000 | $605.8 萬 | 3.89% | +161,000 | 新進 |
| 13D Management LLC | 159,141 | $598.8 萬 | 2.28% | −14,061−8.1% | 減碼 |
| AXA S.A. | 148,700 | $559.6 萬 | 0.02% | −1,100−0.7% | 減碼 |
| First Trust Advisors LP | 139,315 | $524.2 萬 | 0.01% | +38,388+38.0% | 加碼 |
| Gateway Investment Advisers LLC | 134,482 | $506.1 萬 | 0.05% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 128,556 | $483.8 萬 | 0.00% | +3,002+2.4% | 加碼 |
| Colony Group LLC | 124,199 | $467.4 萬 | 0.07% | +2,186+1.8% | 加碼 |
| Man Group plc | 120,958 | $455.2 萬 | 0.02% | +98,369+435.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 120,556 | $453.7 萬 | 0.01% | −3,741−3.0% | 減碼 |
| Public Employees Retirement System of Ohio | 118,756 | $446.9 萬 | 0.02% | −5,040−4.1% | 減碼 |
| Squarepoint Ops LLC | 117,859 | $443.5 萬 | 0.03% | −36,069−23.4% | 減碼 |
| CastleKnight Management LP | 115,900 | $436.1 萬 | 1.19% | +5,900+5.4% | 加碼 |
| Alliancebernstein L.P. | 111,934 | $421.2 萬 | 0.00% | −4,602−3.9% | 減碼 |