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。
2022 年第 2 季 13F 持有人
US Foods Holding Corp. 在 2022/6/30 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
- 303
- 較 2022 年第 1 季 −4 家
- 持有股數
- 2.20 億
- 較 2022 年第 1 季 −143.2 萬 (−0.6%)
- 總市值
- $67.4 億
- 較 2022 年第 1 季 −$15.8 億 (−19.0%)
- 新進機構
- 44
- 另有 96 家加碼
- 清倉機構
- 48
- 另有 121 家減碼
另有 9 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 25,491,929 | $7.82 億 | 0.08% | −69,124−0.3% | 減碼 |
| Vanguard Group Inc | 20,831,846 | $6.39 億 | 0.02% | +1,990,437+10.6% | 加碼 |
| Sachem Head Capital Management LP | 18,932,877 | $5.81 億 | 17.49% | −251,975−1.3% | 減碼 |
| Invesco Ltd. | 13,998,215 | $4.29 億 | 0.13% | −574,372−3.9% | 減碼 |
| Boston Partners | 13,439,484 | $4.13 億 | 0.58% | −1,024,329−7.1% | 減碼 |
| Longview Partners (Guernsey) LTD | 8,834,940 | $2.71 億 | 2.07% | −26,700−0.3% | 減碼 |
| BlackRock Inc. | 8,827,210 | $2.71 億 | 0.01% | +308,237+3.6% | 加碼 |
| Ci Investments Inc. | 7,360,291 | $2.26 億 | 1.05% | +2,174,650+41.9% | 加碼 |
| JPMorgan Chase & Co | 6,783,192 | $2.08 億 | 0.03% | −473,069−6.5% | 減碼 |
| Leonard Green & Partners, L.P. | 6,400,000 | $1.96 億 | 2.80% | −600,000−8.6% | 減碼 |
| Bessemer Group Inc | 5,978,079 | $1.83 億 | 0.46% | −1,657,071−21.7% | 減碼 |
| Clarkston Capital Partners, LLC | 5,703,740 | $1.75 億 | 3.22% | +876,099+18.1% | 加碼 |
| Glenview Capital Management, LLC | 4,624,862 | $1.42 億 | 3.61% | +204,995+4.6% | 加碼 |
| Dimensional Fund Advisors LP | 4,008,261 | $1.23 億 | 0.04% | −101,038−2.5% | 減碼 |
| Dorsal Capital Management, LLC | 3,900,000 | $1.20 億 | 7.96% | +650,000+20.0% | 加碼 |
| State Street Corp | 3,488,588 | $1.07 億 | 0.01% | +30,513+0.9% | 加碼 |
| Nordea Investment Management AB | 2,941,061 | $8,841 萬 | 0.13% | −967,254−24.7% | 減碼 |
| Geode Capital Management, LLC | 2,825,878 | $8,670 萬 | 0.01% | −14,088−0.5% | 減碼 |
| Wellington Management Group LLP | 2,658,682 | $8,157 萬 | 0.02% | +141,164+5.6% | 加碼 |
| Norges Bank | 2,034,847 | $6,243 萬 | 0.02% | −26,626−1.3% | 減碼 |
| Epoch Investment Partners, Inc. | 1,949,865 | $5,982 萬 | 0.35% | +963,415+97.7% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,730,750 | $5,310 萬 | 1.33% | +686,803+65.8% | 加碼 |
| Ameriprise Financial Inc | 1,687,369 | $5,177 萬 | 0.02% | −18,970−1.1% | 減碼 |
| Nuveen Asset Management, LLC | 1,684,168 | $5,167 萬 | 0.02% | +109,869+7.0% | 加碼 |
| Neuberger Berman Group LLC | 1,542,524 | $4,733 萬 | 0.05% | −75,170−4.6% | 減碼 |
| Charles Schwab Investment Management Inc | 1,539,085 | $4,722 萬 | 0.02% | +27,712+1.8% | 加碼 |
| Dendur Capital LP | 1,444,605 | $4,432 萬 | 10.20% | +60,000+4.3% | 加碼 |
| Victory Capital Management Inc | 1,427,136 | $4,379 萬 | 0.05% | +728,664+104.3% | 加碼 |
| Ensign Peak Advisors, Inc | 1,324,405 | $4,063 萬 | 0.10% | +63,003+5.0% | 加碼 |
| Solus Alternative Asset Management LP | 1,306,143 | $4,007 萬 | 11.00% | 00.0% | 不變 |
| Pictet Asset Management SA | 1,072,153 | $3,289 萬 | 0.05% | +187,534+21.2% | 加碼 |
| Wedge Capital Management L L P | 1,068,217 | $3,277 萬 | 0.52% | −52,755−4.7% | 減碼 |
| Morgan Stanley | 1,038,857 | $3,187 萬 | 0.00% | +534,150+105.8% | 加碼 |
| Legion Partners Asset Management, LLC | 1,010,485 | $3,100 萬 | 9.38% | 00.0% | 不變 |
| Lazard Asset Management LLC | 942,893 | $2,893 萬 | 0.04% | −197,985−17.4% | 減碼 |
| Northern Trust Corp | 933,007 | $2,863 萬 | 0.01% | −16,350−1.7% | 減碼 |
| Polar Capital Holdings Plc | 908,863 | $2,788 萬 | 0.16% | +25,453+2.9% | 加碼 |
| Bank of New York Mellon Corp | 899,494 | $2,760 萬 | 0.01% | −38,861−4.1% | 減碼 |
| Davidson Kempner Capital Management LP | 894,579 | $2,745 萬 | 0.54% | −2,748,646−75.4% | 減碼 |
| Marshall Wace, LLP | 876,947 | $2,691 萬 | 0.06% | −180,291−17.1% | 減碼 |
| Mak Capital One LLC | 783,905 | $2,405 萬 | 4.94% | +233,568+42.4% | 加碼 |
| Raymond James & Associates | 756,831 | $2,322 萬 | 0.02% | +18,996+2.6% | 加碼 |
| Blackstone Group Inc. | 756,808 | $2,322 萬 | 0.08% | +756,808 | 新進 |
| Chescapmanager LLC | 751,323 | $2,305 萬 | 7.80% | −50,000−6.2% | 減碼 |
| FIL Ltd | 750,527 | $2,303 萬 | 0.03% | +32,005+4.5% | 加碼 |
| Prudential Financial Inc | 704,451 | $2,161 萬 | 0.03% | +694,337+6,865.1% | 加碼 |
| Alberta Investment Management Corp | 659,749 | $2,024 萬 | 0.14% | +72,165+12.3% | 加碼 |
| Millennium Management LLC | 658,823 | $2,021 萬 | 0.03% | +360,724+121.0% | 加碼 |
| Goldman Sachs Group Inc | 621,692 | $1,907 萬 | 0.01% | −302,040−32.7% | 減碼 |
| Bank of America Corp | 595,214 | $1,826 萬 | 0.00% | −218,900−26.9% | 減碼 |
| American Century Companies Inc | 535,382 | $1,643 萬 | 0.01% | +535,382 | 新進 |
| Point72 Asset Management, L.P. | 485,000 | $1,488 萬 | 0.07% | +485,000 | 新進 |
| First Trust Advisors LP | 481,672 | $1,478 萬 | 0.02% | +342,357+245.7% | 加碼 |
| Swiss National Bank | 472,755 | $1,450 萬 | 0.01% | −27,700−5.5% | 減碼 |
| Factory Mutual Insurance Co | 472,200 | $1,449 萬 | 0.24% | −340,000−41.9% | 減碼 |
| Fred Alger Management, LLC | 466,520 | $1,431 萬 | 0.07% | +97,249+26.3% | 加碼 |
| Standard Life Aberdeen plc | 452,345 | $1,405 萬 | 0.04% | +452,345 | 新進 |
| STRS Ohio | 453,671 | $1,392 萬 | 0.06% | −166,329−26.8% | 減碼 |
| California Public Employees Retirement System | 437,676 | $1,343 萬 | 0.01% | −10,033−2.2% | 減碼 |
| AQR Capital Management LLC | 441,025 | $1,327 萬 | 0.03% | +244,172+124.0% | 加碼 |
| Sunriver Management LLC | 426,928 | $1,310 萬 | 2.07% | −138,334−24.5% | 減碼 |
| UBS Asset Management Americas Inc | 422,423 | $1,296 萬 | 0.01% | +47,989+12.8% | 加碼 |
| Sapience Investments, LLC | 411,042 | $1,261 萬 | 2.36% | −5,140−1.2% | 減碼 |
| Liontrust Investment Partners LLP | 387,898 | $1,190 萬 | 0.17% | +387,898 | 新進 |
| Legal & General Group Plc | 387,707 | $1,190 萬 | 0.00% | +7,239+1.9% | 加碼 |
| UBS Group AG | 364,305 | $1,118 萬 | 0.01% | −43,375−10.6% | 減碼 |
| State of Wisconsin Investment Board | 333,573 | $1,023 萬 | 0.03% | +34,900+11.7% | 加碼 |
| Clearfield Capital Management LP | 325,000 | $997.1 萬 | 13.63% | +325,000 | 新進 |
| Macquarie Group Ltd | 312,228 | $957.9 萬 | 0.01% | −1,220−0.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 302,768 | $928.9 萬 | 0.02% | −7,026−2.3% | 減碼 |
| Alliancebernstein L.P. | 301,976 | $926.5 萬 | 0.00% | +190,042+169.8% | 加碼 |
| VeriStar Capital Management LP | 298,762 | $916.6 萬 | 8.40% | −62,300−17.3% | 減碼 |
| Ararat Capital Management, LP | 292,631 | $897.8 萬 | 3.23% | 00.0% | 不變 |
| Principal Financial Group Inc | 283,555 | $869.9 萬 | 0.01% | +262,062+1,219.3% | 加碼 |
| AXA S.A. | 282,800 | $867.6 萬 | 0.02% | −14,600−4.9% | 減碼 |
| California State Teachers Retirement System | 270,245 | $829.1 萬 | 0.01% | −8,353−3.0% | 減碼 |
| Great Lakes Advisors, LLC | 259,812 | $797.1 萬 | 0.16% | −230,126−47.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 258,274 | $792.4 萬 | 0.02% | −5,226−2.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 247,058 | $758.0 萬 | 0.01% | +68,031+38.0% | 加碼 |
| Renaissance Technologies LLC | 231,400 | $709.9 萬 | 0.01% | +231,400 | 新進 |
| Rhumbline Advisers | 222,854 | $683.7 萬 | 0.01% | +34,292+18.2% | 加碼 |
| New York State Common Retirement Fund | 216,840 | $665.3 萬 | 0.01% | −11,135−4.9% | 減碼 |
| Guggenheim Capital LLC | 206,954 | $634.9 萬 | 0.05% | +1,774+0.9% | 加碼 |
| Comerica Bank | 188,149 | $616.3 萬 | 0.05% | +1,663+0.9% | 加碼 |
| Sonic Fund II, L.P. | 200,000 | $613.6 萬 | 3.75% | 00.0% | 不變 |
| Credit Suisse AG | 193,427 | $593.5 萬 | 0.01% | −5,511−2.8% | 減碼 |
| Spears Abacus Advisors LLC | 187,129 | $574.1 萬 | 0.52% | +1,873+1.0% | 加碼 |
| Deutsche Bank AG | 183,017 | $561.5 萬 | 0.00% | −3,305−1.8% | 減碼 |
| Wells Fargo & Company | 182,789 | $560.8 萬 | 0.00% | −24,717−11.9% | 減碼 |
| Man Group plc | – | $547.6 萬 | 0.02% | – | – |
| 13D Management LLC | 169,675 | $520.6 萬 | 2.30% | +10,534+6.6% | 加碼 |
| PDT Partners, LLC | 162,036 | $497.1 萬 | 0.44% | +162,036 | 新進 |
| Assenagon Asset Management S.A. | 148,258 | $454.9 萬 | 0.02% | −105,613−41.6% | 減碼 |
| Cobalt Capital Management, Inc. | 140,000 | $429.5 萬 | 1.43% | +140,000 | 新進 |
| Gateway Investment Advisers LLC | 134,482 | $412.6 萬 | 0.05% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 126,034 | $386.7 萬 | 0.00% | −2,522−2.0% | 減碼 |
| Colony Group LLC | 125,487 | $385.0 萬 | 0.07% | +1,288+1.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 124,426 | $381.7 萬 | 0.02% | +72,026+137.5% | 加碼 |
| CastleKnight Management LP | 123,800 | $379.8 萬 | 1.18% | +7,900+6.8% | 加碼 |
| Algert Global LLC | 118,980 | $365.0 萬 | 0.27% | +34,380+40.6% | 加碼 |