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。
2023 年第 3 季 13F 持有人
US Foods Holding Corp. 在 2023/9/30 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
- 394
- 較 2023 年第 2 季 −1 家
- 持有股數
- 2.46 億
- 較 2023 年第 2 季 +167.3 萬 (+0.7%)
- 總市值
- $97.9 億
- 較 2023 年第 2 季 −$9.65 億 (−9.0%)
- 新進機構
- 50
- 另有 152 家加碼
- 清倉機構
- 51
- 另有 128 家減碼
另有 3 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 |
2023 年第 3 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 22,542,885 | $8.95 億 | 0.08% | −610,832−2.6% | 減碼 |
| Vanguard Group Inc | 22,477,103 | $8.92 億 | 0.02% | +61,179+0.3% | 加碼 |
| BlackRock Inc. | 19,806,765 | $7.86 億 | 0.02% | +295,817+1.5% | 加碼 |
| Sachem Head Capital Management LP | 18,932,877 | $7.52 億 | 37.89% | 00.0% | 不變 |
| Boston Partners | 18,313,484 | $7.27 億 | 1.01% | +257,503+1.4% | 加碼 |
| Invesco Ltd. | 10,357,373 | $4.11 億 | 0.11% | −1,586,476−13.3% | 減碼 |
| Longview Partners (Guernsey) LTD | 8,087,037 | $3.21 億 | 2.28% | −196,042−2.4% | 減碼 |
| Clarkston Capital Partners, LLC | 8,023,191 | $3.19 億 | 6.26% | −81,243−1.0% | 減碼 |
| State Street Corp | 6,294,884 | $2.50 億 | 0.01% | +158,033+2.6% | 加碼 |
| Ci Investments Inc. | 5,943,414 | $2.36 億 | 1.32% | −145,159−2.4% | 減碼 |
| JPMorgan Chase & Co | 5,351,562 | $2.12 億 | 0.02% | −1,047,090−16.4% | 減碼 |
| Dorsal Capital Management, LLC | 4,900,000 | $1.95 億 | 6.92% | +348,000+7.6% | 加碼 |
| Bessemer Group Inc | 4,779,623 | $1.90 億 | 0.42% | +4,936+0.1% | 加碼 |
| Victory Capital Management Inc | 4,651,686 | $1.85 億 | 0.21% | +3,045,213+189.6% | 加碼 |
| Massachusetts Financial Services Co | 4,032,178 | $1.60 億 | 0.06% | +85,340+2.2% | 加碼 |
| Dimensional Fund Advisors LP | 3,979,906 | $1.58 億 | 0.05% | −30,770−0.8% | 減碼 |
| Atalan Capital Partners, LP | 3,775,000 | $1.50 億 | 14.04% | +99,600+2.7% | 加碼 |
| Geode Capital Management, LLC | 3,387,367 | $1.35 億 | 0.02% | +91,603+2.8% | 加碼 |
| Wellington Management Group LLP | 2,870,370 | $1.14 億 | 0.02% | +199,269+7.5% | 加碼 |
| Ameriprise Financial Inc | 2,480,136 | $9,846 萬 | 0.03% | +36,543+1.5% | 加碼 |
| Bank of New York Mellon Corp | 2,350,684 | $9,332 萬 | 0.02% | +238,898+11.3% | 加碼 |
| Norges Bank | 2,317,376 | $9,200 萬 | 0.02% | −126,343−5.2% | 減碼 |
| Glenview Capital Management, LLC | 2,251,723 | $8,939 萬 | 2.43% | −301,631−11.8% | 減碼 |
| Silvercrest Asset Management Group LLC | 2,053,868 | $8,154 萬 | 0.62% | −69,377−3.3% | 減碼 |
| Davidson Kempner Capital Management LP | 2,001,246 | $7,945 萬 | 1.22% | +1,273,123+174.8% | 加碼 |
| Sessa Capital IM, L.P. | 2,000,000 | $7,940 萬 | 3.51% | +519,829+35.1% | 加碼 |
| Pacer Advisors, Inc. | 1,899,138 | $7,540 萬 | 0.29% | +1,858,838+4,612.5% | 加碼 |
| Thrivent Financial for Lutherans | 1,789,552 | $7,105 萬 | 0.17% | −20,263−1.1% | 減碼 |
| Nuveen Asset Management, LLC | 1,765,508 | $7,009 萬 | 0.02% | −34,469−1.9% | 減碼 |
| Northern Trust Corp | 1,627,658 | $6,462 萬 | 0.01% | +19,724+1.2% | 加碼 |
| Charles Schwab Investment Management Inc | 1,569,933 | $6,233 萬 | 0.02% | −15,118−1.0% | 減碼 |
| Dendur Capital LP | 1,469,605 | $5,834 萬 | 8.24% | 00.0% | 不變 |
| Jupiter Asset Management Ltd | 1,349,654 | $5,358 萬 | 0.59% | +1,349,654 | 新進 |
| Raymond James & Associates | 1,103,708 | $4,382 萬 | 0.04% | −6,923−0.6% | 減碼 |
| Morgan Stanley | 1,049,136 | $4,165 萬 | 0.00% | +138,413+15.2% | 加碼 |
| Citadel Advisors LLC | 1,035,130 | $4,109 萬 | 0.04% | +879,724+566.1% | 加碼 |
| Neuberger Berman Group LLC | 1,014,582 | $4,028 萬 | 0.04% | −38,349−3.6% | 減碼 |
| Thompson Siegel & Walmsley LLC | 1,007,387 | $3,999 萬 | 0.66% | +737,381+273.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 930,661 | $3,695 萬 | 0.34% | −399,712−30.0% | 減碼 |
| Principal Financial Group Inc | 837,884 | $3,326 萬 | 0.02% | −13,089−1.5% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 761,960 | $3,025 萬 | 0.71% | −847,534−52.7% | 減碼 |
| Woodline Partners LP | 757,901 | $3,009 萬 | 0.35% | +92,681+13.9% | 加碼 |
| Tensile Capital Management LP | 749,714 | $2,976 萬 | 3.74% | +553,600+282.3% | 加碼 |
| Chescapmanager LLC | 741,323 | $2,943 萬 | 7.20% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 727,421 | $2,888 萬 | 0.10% | −112,596−13.4% | 減碼 |
| Clearfield Capital Management LP | 724,404 | $2,876 萬 | 28.73% | +321,859+80.0% | 加碼 |
| Ensign Peak Advisors, Inc | 706,266 | $2,804 萬 | 0.06% | −26,992−3.7% | 減碼 |
| Rhumbline Advisers | 688,660 | $2,734 萬 | 0.03% | −5,653−0.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 686,745 | $2,726 萬 | 0.06% | −2,794−0.4% | 減碼 |
| Sasco Capital Inc | 629,560 | $2,499 萬 | 3.22% | +271,140+75.6% | 加碼 |
| Bank of America Corp | 621,691 | $2,468 萬 | 0.00% | −22,333−3.5% | 減碼 |
| Cardinal Capital Management LLC | 616,660 | $2,448 萬 | 1.05% | +62,107+11.2% | 加碼 |
| Polar Capital Holdings Plc | 599,852 | $2,381 萬 | 0.18% | −116,498−16.3% | 減碼 |
| Legal & General Group Plc | 582,689 | $2,313 萬 | 0.01% | +12,104+2.1% | 加碼 |
| Prudential Financial Inc | 575,296 | $2,284 萬 | 0.04% | +24,138+4.4% | 加碼 |
| AQR Capital Management LLC | 558,450 | $2,217 萬 | 0.05% | +98,570+21.4% | 加碼 |
| Liontrust Investment Partners LLP | 527,343 | $2,094 萬 | 0.33% | +203,399+62.8% | 加碼 |
| Swiss National Bank | 517,855 | $2,056 萬 | 0.02% | +63,400+14.0% | 加碼 |
| Alberta Investment Management Corp | 509,584 | $2,023 萬 | 0.22% | 00.0% | 不變 |
| Brahman Capital Corp. | 482,027 | $1,914 萬 | 6.97% | −54,198−10.1% | 減碼 |
| Goldman Sachs Group Inc | 477,502 | $1,896 萬 | 0.00% | +28,803+6.4% | 加碼 |
| Factory Mutual Insurance Co | 472,200 | $1,875 萬 | 0.26% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 463,232 | $1,839 萬 | 0.01% | +51,232+12.4% | 加碼 |
| First Trust Advisors LP | 430,323 | $1,708 萬 | 0.02% | −851,665−66.4% | 減碼 |
| California Public Employees Retirement System | 422,684 | $1,678 萬 | 0.01% | +42,452+11.2% | 加碼 |
| Ararat Capital Management, LP | 410,563 | $1,630 萬 | 5.54% | +59,903+17.1% | 加碼 |
| Macquarie Group Ltd | 398,663 | $1,583 萬 | 0.02% | +9,157+2.4% | 加碼 |
| Aryeh Capital Management Ltd. | 394,365 | $1,566 萬 | 12.60% | −81,500−17.1% | 減碼 |
| Lazard Asset Management LLC | 389,987 | $1,548 萬 | 0.02% | −65,654−14.4% | 減碼 |
| Alliancebernstein L.P. | 364,990 | $1,449 萬 | 0.01% | +32,889+9.9% | 加碼 |
| State of Wisconsin Investment Board | 361,291 | $1,434 萬 | 0.04% | +94,444+35.4% | 加碼 |
| American Century Companies Inc | 353,383 | $1,403 萬 | 0.01% | +32,547+10.1% | 加碼 |
| STRS Ohio | 341,673 | $1,356 萬 | 0.06% | +12,507+3.8% | 加碼 |
| Retirement Systems of Alabama | 335,523 | $1,332 萬 | 0.06% | −8,433−2.5% | 減碼 |
| Sapience Investments, LLC | 326,474 | $1,296 萬 | 3.12% | −8,920−2.7% | 減碼 |
| Hook Mill Capital Partners, LP | 322,698 | $1,281 萬 | 4.98% | +123,676+62.1% | 加碼 |
| American International Group, Inc. | 320,028 | $1,271 萬 | 0.08% | −21,800−6.4% | 減碼 |
| Credit Suisse AG | 317,048 | $1,259 萬 | 0.01% | +31,612+11.1% | 加碼 |
| South Street Advisors LLC | 314,699 | $1,249 萬 | 2.51% | +314,699 | 新進 |
| Bridger Management, LLC | 312,331 | $1,240 萬 | 4.54% | +65,900+26.7% | 加碼 |
| Nomura Holdings Inc | 277,748 | $1,103 萬 | 0.12% | +277,748 | 新進 |
| Citigroup Inc | 273,427 | $1,086 萬 | 0.02% | +256,665+1,531.2% | 加碼 |
| Renaissance Technologies LLC | 268,000 | $1,064 萬 | 0.02% | +164,200+158.2% | 加碼 |
| UBS Group AG | 266,998 | $1,060 萬 | 0.00% | +198,497+289.8% | 加碼 |
| California State Teachers Retirement System | 261,709 | $1,039 萬 | 0.02% | −1,252−0.5% | 減碼 |
| Mackenzie Financial Corp | 268,541 | $1,029 萬 | 0.02% | −3,201−1.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 246,964 | $980.4 萬 | 0.02% | +340+0.1% | 加碼 |
| Barclays PLC | 246,199 | $977.4 萬 | 0.01% | +74,050+43.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 244,058 | $968.9 萬 | 0.02% | +161,148+194.4% | 加碼 |
| Impax Asset Management Group plc | 240,000 | $952.8 萬 | 0.04% | +30,000+14.3% | 加碼 |
| Royal Bank of Canada | 226,945 | $901.0 萬 | 0.00% | +131,389+137.5% | 加碼 |
| Coliseum Capital Management, LLC | 219,031 | $869.6 萬 | 0.91% | +219,031 | 新進 |
| Trexquant Investment LP | 217,133 | $862.0 萬 | 0.22% | +56,285+35.0% | 加碼 |
| Wells Fargo & Company | 216,126 | $858.0 萬 | 0.00% | −10,035−4.4% | 減碼 |
| Great West Life Assurance Co | 208,809 | $828.8 萬 | 0.02% | +12,048+6.1% | 加碼 |
| Maplelane Capital, LLC | 206,884 | $821.3 萬 | 0.87% | −396,863−65.7% | 減碼 |
| Legion Partners Asset Management, LLC | 205,185 | $814.6 萬 | 2.49% | 00.0% | 不變 |
| Voya Investment Management LLC | 199,414 | $791.7 萬 | 0.01% | +963+0.5% | 加碼 |
| 13D Management LLC | 198,990 | $790.0 萬 | 4.91% | +52,182+35.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 196,577 | $780.4 萬 | 0.00% | +26,875+15.8% | 加碼 |