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 4 季 13F 持有人
US Foods Holding Corp. 在 2022/12/31 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
- 319
- 較 2022 年第 3 季 +20 家
- 持有股數
- 2.19 億
- 較 2022 年第 3 季 −106.8 萬 (−0.5%)
- 總市值
- $74.6 億
- 較 2022 年第 3 季 +$16.3 億 (+28.0%)
- 新進機構
- 70
- 另有 96 家加碼
- 清倉機構
- 50
- 另有 109 家減碼
另有 3 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 25,498,781 | $8.67 億 | 0.09% | −313,829−1.2% | 減碼 |
| Vanguard Group Inc | 19,619,394 | $6.67 億 | 0.02% | +428,561+2.2% | 加碼 |
| Sachem Head Capital Management LP | 18,932,877 | $6.44 億 | 25.16% | 00.0% | 不變 |
| Boston Partners | 14,928,566 | $5.10 億 | 0.69% | +1,804,364+13.7% | 加碼 |
| Invesco Ltd. | 13,292,972 | $4.52 億 | 0.13% | +527,692+4.1% | 加碼 |
| BlackRock Inc. | 8,554,945 | $2.91 億 | 0.01% | +317,713+3.9% | 加碼 |
| Longview Partners (Guernsey) LTD | 8,220,629 | $2.80 億 | 2.22% | −87,100−1.0% | 減碼 |
| Clarkston Capital Partners, LLC | 7,883,742 | $2.68 億 | 5.06% | +251,757+3.3% | 加碼 |
| Ci Investments Inc. | 7,190,861 | $2.45 億 | 1.24% | −143,071−2.0% | 減碼 |
| JPMorgan Chase & Co | 6,795,974 | $2.31 億 | 0.03% | −361,051−5.0% | 減碼 |
| Bessemer Group Inc | 5,856,858 | $1.99 億 | 0.49% | −23,671−0.4% | 減碼 |
| Dorsal Capital Management, LLC | 4,250,000 | $1.45 億 | 9.07% | +250,000+6.3% | 加碼 |
| Dimensional Fund Advisors LP | 3,980,296 | $1.35 億 | 0.04% | −23,397−0.6% | 減碼 |
| Glenview Capital Management, LLC | 3,844,102 | $1.31 億 | 3.13% | −780,760−16.9% | 減碼 |
| Leonard Green & Partners, L.P. | 3,600,000 | $1.22 億 | 2.30% | −2,800,000−43.8% | 減碼 |
| Atalan Capital Partners, LP | 3,600,000 | $1.22 億 | 11.61% | 00.0% | 不變 |
| State Street Corp | 3,274,652 | $1.11 億 | 0.01% | −86,663−2.6% | 減碼 |
| Geode Capital Management, LLC | 2,729,325 | $9,285 萬 | 0.01% | +117,804+4.5% | 加碼 |
| Wellington Management Group LLP | 2,707,955 | $9,212 萬 | 0.02% | +339,111+14.3% | 加碼 |
| Ameriprise Financial Inc | 2,511,456 | $8,544 萬 | 0.03% | +994,575+65.6% | 加碼 |
| Norges Bank | 2,026,924 | $6,896 萬 | 0.02% | −41,230−2.0% | 減碼 |
| Victory Capital Management Inc | 1,884,877 | $6,412 萬 | 0.07% | +1,128+0.1% | 加碼 |
| Nuveen Asset Management, LLC | 1,848,341 | $6,288 萬 | 0.02% | +300,124+19.4% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,799,419 | $6,122 萬 | 1.49% | −7,113−0.4% | 減碼 |
| Nordea Investment Management AB | 1,628,836 | $5,538 萬 | 0.09% | −912,264−35.9% | 減碼 |
| Davidson Kempner Capital Management LP | 1,517,398 | $5,162 萬 | 1.11% | +406,696+36.6% | 加碼 |
| Charles Schwab Investment Management Inc | 1,508,420 | $5,132 萬 | 0.02% | +37,224+2.5% | 加碼 |
| Millennium Management LLC | 1,490,281 | $5,070 萬 | 0.06% | +873,530+141.6% | 加碼 |
| Sessa Capital IM, L.P. | 1,480,171 | $5,036 萬 | 3.10% | +1,480,171 | 新進 |
| Dendur Capital LP | 1,469,605 | $5,000 萬 | 9.59% | +25,000+1.7% | 加碼 |
| Citadel Advisors LLC | 1,464,842 | $4,983 萬 | 0.06% | +1,423,993+3,486.0% | 加碼 |
| Neuberger Berman Group LLC | 1,347,072 | $4,583 萬 | 0.04% | −177,762−11.7% | 減碼 |
| Ensign Peak Advisors, Inc | 1,261,346 | $4,291 萬 | 0.10% | −60,840−4.6% | 減碼 |
| Assenagon Asset Management S.A. | 1,202,659 | $4,091 萬 | 0.17% | −290,919−19.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,139,400 | $3,876 萬 | 0.05% | +701,183+160.0% | 加碼 |
| Solus Alternative Asset Management LP | 1,114,761 | $3,792 萬 | 11.04% | −57,920−4.9% | 減碼 |
| Raymond James & Associates | 1,024,638 | $3,486 萬 | 0.03% | +146,654+16.7% | 加碼 |
| Morgan Stanley | 909,119 | $3,093 萬 | 0.00% | +305,875+50.7% | 加碼 |
| Northern Trust Corp | 884,578 | $3,009 萬 | 0.01% | +14,263+1.6% | 加碼 |
| Bank of New York Mellon Corp | 834,831 | $2,840 萬 | 0.01% | −18,697−2.2% | 減碼 |
| FIL Ltd | 825,997 | $2,810 萬 | 0.03% | +76,046+10.1% | 加碼 |
| Polar Capital Holdings Plc | 789,173 | $2,685 萬 | 0.21% | −113,371−12.6% | 減碼 |
| Wedge Capital Management L L P | 758,214 | $2,579 萬 | 0.42% | −245,876−24.5% | 減碼 |
| Chescapmanager LLC | 751,323 | $2,556 萬 | 7.79% | 00.0% | 不變 |
| Brahman Capital Corp. | 743,616 | $2,530 萬 | 3.51% | +743,616 | 新進 |
| Lazard Asset Management LLC | 714,162 | $2,430 萬 | 0.03% | −103,642−12.7% | 減碼 |
| First Trust Advisors LP | 663,369 | $2,257 萬 | 0.03% | +215,407+48.1% | 加碼 |
| Alberta Investment Management Corp | 624,329 | $2,124 萬 | 0.19% | 00.0% | 不變 |
| Clearfield Capital Management LP | 623,719 | $2,122 萬 | 30.74% | −54,881−8.1% | 減碼 |
| Aryeh Capital Management Ltd. | 614,300 | $2,090 萬 | 15.54% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 580,959 | $1,976 萬 | 0.01% | −200,041−25.6% | 減碼 |
| Renaissance Technologies LLC | 562,600 | $1,914 萬 | 0.03% | −532,700−48.6% | 減碼 |
| Bank of America Corp | 524,220 | $1,783 萬 | 0.00% | +52,446+11.1% | 加碼 |
| Swiss National Bank | 487,955 | $1,660 萬 | 0.01% | +10,100+2.1% | 加碼 |
| Pictet Asset Management SA | 476,411 | $1,621 萬 | 0.02% | −541,116−53.2% | 減碼 |
| Factory Mutual Insurance Co | 472,200 | $1,606 萬 | 0.24% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 467,343 | $1,586 萬 | 0.05% | +11,809+2.6% | 加碼 |
| California Public Employees Retirement System | 447,776 | $1,523 萬 | 0.01% | −44,837−9.1% | 減碼 |
| Tudor Investment Corp Et Al | 431,253 | $1,467 萬 | 0.36% | +119,483+38.3% | 加碼 |
| Sapience Investments, LLC | 411,739 | $1,401 萬 | 2.94% | +11,157+2.8% | 加碼 |
| UBS Asset Management Americas Inc | 411,501 | $1,400 萬 | 0.01% | +25,726+6.7% | 加碼 |
| Legal & General Group Plc | 378,558 | $1,288 萬 | 0.00% | +8,461+2.3% | 加碼 |
| Fred Alger Management, LLC | 370,032 | $1,259 萬 | 0.07% | −99,994−21.3% | 減碼 |
| Ararat Capital Management, LP | 362,265 | $1,232 萬 | 4.11% | +72,671+25.1% | 加碼 |
| AQR Capital Management LLC | 337,157 | $1,146 萬 | 0.03% | +35,214+11.7% | 加碼 |
| Standard Life Aberdeen plc | 331,072 | $1,126 萬 | 0.03% | −135,202−29.0% | 減碼 |
| Maplelane Capital, LLC | 321,999 | $1,095 萬 | 3.68% | +321,999 | 新進 |
| VeriStar Capital Management LP | 320,192 | $1,089 萬 | 10.51% | +13,100+4.3% | 加碼 |
| State of Wisconsin Investment Board | 308,794 | $1,051 萬 | 0.03% | −12,155−3.8% | 減碼 |
| Macquarie Group Ltd | 298,864 | $1,017 萬 | 0.01% | −7,895−2.6% | 減碼 |
| STRS Ohio | 273,868 | $931.6 萬 | 0.04% | −55,317−16.8% | 減碼 |
| Legion Partners Asset Management, LLC | 265,185 | $902.2 萬 | 3.06% | −745,300−73.8% | 減碼 |
| California State Teachers Retirement System | 260,541 | $886.4 萬 | 0.01% | +3,452+1.3% | 加碼 |
| Credit Suisse AG | 250,380 | $851.8 萬 | 0.01% | +42,670+20.5% | 加碼 |
| Rhumbline Advisers | 242,213 | $824.0 萬 | 0.01% | +11,731+5.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 240,830 | $819.3 萬 | 0.02% | −17,444−6.8% | 減碼 |
| Barclays PLC | 236,315 | $803.9 萬 | 0.01% | −16,455−6.5% | 減碼 |
| Sonic GP LLC | 200,000 | $680.4 萬 | 5.11% | +200,000 | 新進 |
| Man Group plc | 193,468 | $658.2 萬 | 0.02% | +43,797+29.3% | 加碼 |
| New York State Common Retirement Fund | 191,458 | $651.3 萬 | 0.01% | −257−0.1% | 減碼 |
| Canada Pension Plan Investment Board | 190,800 | $649.1 萬 | 0.01% | +83,400+77.7% | 加碼 |
| Wells Fargo & Company | 182,963 | $622.4 萬 | 0.00% | −357−0.2% | 減碼 |
| Comerica Bank | 156,242 | $576.9 萬 | 0.04% | −8,361−5.1% | 減碼 |
| Teilinger Capital Ltd. | 163,700 | $556.9 萬 | 1.93% | −121,800−42.7% | 減碼 |
| AXA S.A. | 158,200 | $538.2 萬 | 0.02% | −55,800−26.1% | 減碼 |
| 13D Management LLC | 153,587 | $522.5 萬 | 2.75% | −16,088−9.5% | 減碼 |
| Deutsche Bank AG | 145,103 | $493.6 萬 | 0.00% | +12,836+9.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 144,900 | $492.9 萬 | 0.02% | −27,100−15.8% | 減碼 |
| Brant Point Investment Management LLC | 144,019 | $490.0 萬 | 1.39% | +144,019 | 新進 |
| Gateway Investment Advisers LLC | 134,482 | $457.5 萬 | 0.06% | 00.0% | 不變 |
| UBS Group AG | 134,405 | $457.2 萬 | 0.00% | −33,925−20.2% | 減碼 |
| Price T Rowe Associates Inc | 120,541 | $410.1 萬 | 0.00% | −7,180−5.6% | 減碼 |
| Envestnet Asset Management Inc | 118,189 | $402.1 萬 | 0.00% | +29,729+33.6% | 加碼 |
| Colony Group LLC | 117,584 | $400.0 萬 | 0.06% | −6,689−5.4% | 減碼 |
| Public Employees Retirement System of Ohio | 114,392 | $389.2 萬 | 0.02% | +13,113+12.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 111,397 | $379.0 萬 | 0.01% | 00.0% | 不變 |
| Royal Bank of Canada | 110,145 | $374.8 萬 | 0.00% | −3,648−3.2% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 104,890 | $356.8 萬 | 1.91% | +1,048+1.0% | 加碼 |
| Graticule Asia Macro Advisors LLC | 104,301 | $354.8 萬 | 1.29% | +104,301 | 新進 |
| Alliancebernstein L.P. | 104,213 | $354.5 萬 | 0.00% | −3,551−3.3% | 減碼 |