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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 季與 2021 年第 4 季比較

持有 US Foods Holding Corp. 的機構從 2021 年第 4 季到 2022 年第 1 季的變化。

2022 年第 1 季全部持有人2021 年第 4 季全部持有人

USFD 的 13F 持有人:2021 年第 4 季與 2022 年第 1 季比較
項目2021 年第 4 季其中尚未申報 2022 年第 1 季2022 年第 1 季變化
持有家數3114316+9
股數2.18 億3.15 萬2.22 億+367.3 萬 (+1.7%)
市值$76.0 億$109.8 萬$83.5 億+$7.51 億 (+9.9%)

4 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(48 家)

2022 年第 1 季季末持有 US Foods Holding Corp.、2021 年第 4 季季末沒有持有的機構。

2022 年第 1 季新進 USFD 的機構
機構股數市值佔組合 %
Davidson Kempner Capital Management LP3,643,225$1.37 億1.94%
TOMS Capital Investment Management LP2,544,071$9,573 萬17.96%
Epoch Investment Partners, Inc.986,450$3,712 萬0.18%
Mak Capital One LLC550,337$2,071 萬4.56%
Arrowstreet Capital, Limited Partnership179,027$673.7 萬0.01%
North Fourth Asset Management, LP161,000$605.8 萬3.89%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main50,535$190.2 萬0.00%
Amalgamated Financial Corp.38,953$146.6 萬0.01%
Simplex Trading, LLC36,517$137.4 萬0.04%
Walleye Trading LLC28,299$106.5 萬0.02%
Marathon Partners Equity Management, LLC25,000$94.1 萬1.13%
Triangle Securities Wealth Management21,933$82.5 萬0.28%
JustInvest LLC16,889$63.6 萬0.03%
Nomura Holdings Inc16,836$63.2 萬0.00%
HSBC Holdings PLC15,509$59.1 萬0.00%
Cerity Partners LLC12,681$47.8 萬0.01%
Westover Capital Advisors, LLC10,342$38.9 萬0.12%
Vestcor Inc10,200$38.4 萬0.01%
Fox Run Management, L.L.C.9,419$35.4 萬0.20%
Rappaport Reiches Capital Management, LLC9,148$34.4 萬0.18%
Graham Capital Management, L.P.8,296$31.2 萬0.01%
ExodusPoint Capital Management, LP8,275$31.1 萬0.00%
Tokio Marine Asset Management Co Ltd7,630$28.7 萬0.02%
Mount Yale Investment Advisors, LLC7,632$28.7 萬0.03%
XTX Topco Ltd6,485$24.4 萬0.11%
First Hawaiian Bank6,113$23.0 萬0.01%
Bailard, Inc.5,800$21.8 萬0.01%
HighTower Advisors, LLC5,737$21.5 萬0.00%
Forum Financial Management, LP5,629$21.1 萬0.01%
Advisory Services Network, LLC5,473$20.6 萬0.01%
Prospera Financial Services Inc4,796$18.0 萬0.01%
MetLife Investment Management4,415$16.6 萬0.00%
Nomura Asset Management Co Ltd3,660$13.8 萬0.00%
Counterpoint Mutual Funds LLC2,408$9.10 萬0.07%
Global Retirement Partners, LLC802$2.40 萬0.00%
Money Concepts Capital Corp454$1.70 萬0.00%
Riverview Trust Co370$1.40 萬0.01%
Meeder Asset Management Inc244$9,0000.00%
Bartlett & Co. LLC97$4,0000.00%
Cordant, Inc.99$4,0000.00%
Bartlett & Co. Wealth Management LLC97$3,6500.00%
TCWP LLC106$3,0000.00%
Disciplined Investments, LLC45$2,0000.00%
Moisand Fitzgerald Tamayo, LLC31$1,0000.00%
Lindbrook Capital, LLC16$1,0000.00%
Asset Dedication, LLC13$00.00%
Allworth Financial LP10$00.00%
SJS Investment Consulting Inc.8$00.00%

清倉機構(39 家)

2021 年第 4 季季末持有 US Foods Holding Corp.、2022 年第 1 季有申報但已經沒有持有的機構。

2022 年第 1 季清倉 USFD 的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Kehrs Ridge Capital,LLC350,000$1,219 萬
NewEdge Wealth, LLC311,380$1,085 萬
Skandinaviska Enskilda Banken AB (publ)182,340$633.3 萬
Twinbeech Capital LP179,609$625.6 萬
Allianz Asset Management GmbH130,008$452.8 萬
Engineers Gate Manager LP98,020$341.4 萬
Voloridge Investment Management, LLC57,751$201.1 萬
Gyon Technologies Capital Management, LP53,320$185.7 萬
Standard Life Aberdeen plc43,680$152.1 萬
Polianta Ltd39,400$137.2 萬
Occudo Quantitative Strategies LP28,832$100.4 萬
Advisors Asset Management, Inc.28,582$99.6 萬
Gotham Asset Management, LLC24,952$86.9 萬
Pearl River Capital, LLC22,251$77.5 萬
Aigen Investment Management, LP23,376$75.4 萬
BI Asset Management Fondsmaeglerselskab A/S19,251$67.1 萬
Levin Capital Strategies, L.P.17,000$59.2 萬
Campbell & CO Investment Adviser LLC16,000$55.7 萬
Schonfeld Strategic Advisors LLC15,260$53.2 萬
Jane Street Group, LLC13,916$48.4 萬
Teza Capital Management LLC13,214$46.0 萬
Dynamic Advisor Solutions LLC12,979$45.2 萬
Kennedy Capital Management, Inc.12,544$43.7 萬
Schroder Investment Management Group8,288$28.9 萬
Delphia (USA) Inc.8,088$28.2 萬
Bank of Hawaii7,163$24.9 萬
Cornerstone Advisory, LLC5,900$20.5 萬
Metropolitan Life Insurance Co4,405$15.3 萬
First Quadrant L P4,345$15.1 萬
Nicholas Company, Inc.1,800$6.30 萬
Spire Wealth Management1,125$3.90 萬
Salem Investment Counselors Inc1,000$3.50 萬
Beaird Harris Wealth Management, LLC173$6,000
Shay Capital LLC100$3,000
Tyler-Stone Wealth Management59$2,000
Column Capital Advisors, LLC32$1,000
Bedel Financial Consulting, Inc.33$1,000
Cambridge Trust Co4$0
Cassady Schiller Wealth Management, LLC8$0

尚未申報 2022 年第 1 季的機構(4 家)

2021 年第 4 季季末持有 US Foods Holding Corp.、還沒有申報 2022 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2021 年第 4 季持有 USFD、尚未申報 2022 年第 1 季的機構
機構2021 年第 4 季股數2021 年第 4 季市值
Nokota Management, LP30,000$104.5 萬
NEXT Financial Group, Inc1,285$4.50 萬
Carroll Financial Associates, Inc.182$6,000
Bell Investment Advisors, Inc61$2,000