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。
2024 年第 2 季 13F 持有人
US Foods Holding Corp. 在 2024/6/30 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
- 452
- 較 2024 年第 1 季 +16 家
- 持有股數
- 2.46 億
- 較 2024 年第 1 季 +225.2 萬 (+0.9%)
- 總市值
- $130.1 億
- 較 2024 年第 1 季 −$1.18 億 (−0.9%)
- 新進機構
- 60
- 另有 182 家加碼
- 清倉機構
- 44
- 另有 144 家減碼
另有 4 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 23,958,968 | $12.7 億 | 0.02% | +939,965+4.1% | 加碼 |
| FMR LLC | 23,108,058 | $12.2 億 | 0.08% | +130,117+0.6% | 加碼 |
| BlackRock Inc. | 19,610,648 | $10.4 億 | 0.02% | −220,768−1.1% | 減碼 |
| Boston Partners | 15,169,026 | $8.03 億 | 1.00% | −1,358,875−8.2% | 減碼 |
| Sachem Head Capital Management LP | 13,707,261 | $7.26 億 | 36.11% | −2,225,616−14.0% | 減碼 |
| Victory Capital Management Inc | 10,383,374 | $5.50 億 | 0.55% | +500,129+5.1% | 加碼 |
| Wellington Management Group LLP | 9,671,115 | $5.12 億 | 0.09% | +5,880,743+155.1% | 加碼 |
| Invesco Ltd. | 9,534,612 | $5.05 億 | 0.11% | −981,138−9.3% | 減碼 |
| State Street Corp | 6,729,453 | $3.57 億 | 0.02% | +3,822+0.1% | 加碼 |
| Massachusetts Financial Services Co | 6,550,945 | $3.47 億 | 0.11% | +2,064,321+46.0% | 加碼 |
| Clarkston Capital Partners, LLC | 5,759,090 | $3.05 億 | 5.82% | −799,601−12.2% | 減碼 |
| JPMorgan Chase & Co | 5,027,967 | $2.66 億 | 0.02% | −550,664−9.9% | 減碼 |
| Bessemer Group Inc | 4,727,732 | $2.50 億 | 0.44% | +273,217+6.1% | 加碼 |
| Dorsal Capital Management, LLC | 4,650,000 | $2.46 億 | 8.48% | −25,435−0.5% | 減碼 |
| Dimensional Fund Advisors LP | 4,528,776 | $2.40 億 | 0.06% | +567,601+14.3% | 加碼 |
| Geode Capital Management, LLC | 3,731,030 | $1.98 億 | 0.02% | +90,861+2.5% | 加碼 |
| Ci Investments Inc. | 3,534,790 | $1.87 億 | 0.74% | −376,815−9.6% | 減碼 |
| Atalan Capital Partners, LP | 3,152,698 | $1.67 億 | 15.57% | −447,302−12.4% | 減碼 |
| Glenview Capital Management, LLC | 2,494,887 | $1.32 億 | 2.80% | −29,281−1.2% | 減碼 |
| Norges Bank | 2,311,229 | $1.22 億 | 0.02% | −178,874−7.2% | 減碼 |
| Millennium Management LLC | 2,136,903 | $1.13 億 | 0.09% | +562,445+35.7% | 加碼 |
| Bank of New York Mellon Corp | 2,083,847 | $1.10 億 | 0.02% | −42,203−2.0% | 減碼 |
| Point72 Asset Management, L.P. | 2,039,510 | $1.08 億 | 0.35% | +1,146,272+128.3% | 加碼 |
| Ameriprise Financial Inc | 2,030,300 | $1.08 億 | 0.03% | −87,045−4.1% | 減碼 |
| Sessa Capital IM, L.P. | 2,000,000 | $1.06 億 | 4.14% | 00.0% | 不變 |
| Citadel Advisors LLC | 1,964,833 | $1.04 億 | 0.10% | +1,641,347+507.4% | 加碼 |
| Interval Partners, LP | 1,866,842 | $9,891 萬 | 2.90% | +1,470,630+371.2% | 加碼 |
| Davidson Kempner Capital Management LP | 1,709,993 | $9,060 萬 | 1.50% | +254,687+17.5% | 加碼 |
| Northern Trust Corp | 1,630,025 | $8,636 萬 | 0.01% | +250,446+18.2% | 加碼 |
| Silvercrest Asset Management Group LLC | 1,612,397 | $8,542 萬 | 0.59% | −234,544−12.7% | 減碼 |
| Charles Schwab Investment Management Inc | 1,603,392 | $8,495 萬 | 0.02% | +16,802+1.1% | 加碼 |
| Cadian Capital Management, LP | 1,371,709 | $7,267 萬 | 3.62% | −68,291−4.7% | 減碼 |
| Dendur Capital LP | 1,350,000 | $7,152 萬 | 13.26% | +155,400+13.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 1,283,288 | $6,799 萬 | 0.53% | +601,933+88.3% | 加碼 |
| Morgan Stanley | 1,263,795 | $6,696 萬 | 0.01% | −639,873−33.6% | 減碼 |
| Pertento Partners LLP | 1,215,904 | $6,442 萬 | 8.16% | +527,957+76.7% | 加碼 |
| Ensign Peak Advisors, Inc | 1,090,291 | $5,776 萬 | 0.11% | +694,999+175.8% | 加碼 |
| Thompson Siegel & Walmsley LLC | 1,084,719 | $5,747 萬 | 0.92% | −25,684−2.3% | 減碼 |
| Bank of America Corp | 978,304 | $5,183 萬 | 0.00% | +30,365+3.2% | 加碼 |
| Tensile Capital Management LP | 956,314 | $5,067 萬 | 5.59% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 880,723 | $4,666 萬 | 0.01% | −454,883−34.1% | 減碼 |
| Woodline Partners LP | 876,450 | $4,643 萬 | 0.45% | +599,568+216.5% | 加碼 |
| Neuberger Berman Group LLC | 847,835 | $4,492 萬 | 0.04% | −86,123−9.2% | 減碼 |
| Raymond James & Associates | 820,891 | $4,349 萬 | 0.03% | −118,059−12.6% | 減碼 |
| Verition Fund Management LLC | 772,905 | $4,095 萬 | 0.32% | +268,682+53.3% | 加碼 |
| Principal Financial Group Inc | 753,465 | $3,992 萬 | 0.02% | −98,467−11.6% | 減碼 |
| Chescapmanager LLC | 741,323 | $3,928 萬 | 6.20% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 734,945 | $3,894 萬 | 0.01% | +241,036+48.8% | 加碼 |
| Balyasny Asset Management LLC | 722,644 | $3,829 萬 | 0.10% | +622,956+624.9% | 加碼 |
| Hook Mill Capital Partners, LP | 713,705 | $3,781 萬 | 5.65% | +289,916+68.4% | 加碼 |
| Qube Research & Technologies Ltd | 687,527 | $3,643 萬 | 0.07% | −104,775−13.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 703,072 | $3,629 萬 | 0.07% | −2,376−0.3% | 減碼 |
| Rhumbline Advisers | 632,808 | $3,353 萬 | 0.03% | −10,770−1.7% | 減碼 |
| Marshall Wace, LLP | 518,552 | $2,747 萬 | 0.04% | +518,552 | 新進 |
| Legal & General Group Plc | 505,869 | $2,680 萬 | 0.01% | −48,754−8.8% | 減碼 |
| Factory Mutual Insurance Co | 492,300 | $2,608 萬 | 0.30% | +20,100+4.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 481,617 | $2,552 萬 | 0.11% | +40,212+9.1% | 加碼 |
| Cookson Peirce & Co Inc | 476,214 | $2,523 萬 | 1.21% | +65,823+16.0% | 加碼 |
| Goldman Sachs Group Inc | 476,128 | $2,523 萬 | 0.00% | +59,730+14.3% | 加碼 |
| Clearfield Capital Management LP | 473,395 | $2,508 萬 | 22.56% | +113,912+31.7% | 加碼 |
| Macquarie Group Ltd | 465,437 | $2,466 萬 | 0.03% | +28,365+6.5% | 加碼 |
| Artemis Investment Management LLP | 462,137 | $2,448 萬 | 0.33% | +73,014+18.8% | 加碼 |
| Polar Capital Holdings Plc | 460,124 | $2,438 萬 | 0.14% | −4,403−0.9% | 減碼 |
| Swiss National Bank | 457,555 | $2,424 萬 | 0.02% | −3,600−0.8% | 減碼 |
| California Public Employees Retirement System | 445,107 | $2,358 萬 | 0.02% | +20,484+4.8% | 加碼 |
| Sasco Capital Inc | 428,810 | $2,272 萬 | 3.21% | −4,120−1.0% | 減碼 |
| State of Wisconsin Investment Board | 409,887 | $2,172 萬 | 0.06% | −107,533−20.8% | 減碼 |
| AQR Capital Management LLC | 407,096 | $2,157 萬 | 0.03% | +60,395+17.4% | 加碼 |
| Ararat Capital Management, LP | 390,517 | $2,069 萬 | 6.35% | −36,879−8.6% | 減碼 |
| LMR Partners LLP | 378,813 | $2,007 萬 | 0.43% | −20,000−5.0% | 減碼 |
| Great Lakes Advisors, LLC | 352,099 | $1,865 萬 | 0.17% | +126,690+56.2% | 加碼 |
| Impax Asset Management Group plc | 335,000 | $1,775 萬 | 0.07% | 00.0% | 不變 |
| Retirement Systems of Alabama | 331,082 | $1,754 萬 | 0.07% | −4,847−1.4% | 減碼 |
| STRS Ohio | 325,654 | $1,725 萬 | 0.07% | +1,952+0.6% | 加碼 |
| Jupiter Asset Management Ltd | 323,391 | $1,713 萬 | 0.16% | −831,096−72.0% | 減碼 |
| South Street Advisors LLC | 321,248 | $1,702 萬 | 2.58% | +3,649+1.1% | 加碼 |
| American Century Companies Inc | 319,691 | $1,694 萬 | 0.01% | −101,027−24.0% | 減碼 |
| Alliancebernstein L.P. | 314,012 | $1,664 萬 | 0.01% | −23,615−7.0% | 減碼 |
| Aryeh Capital Management Ltd. | 298,998 | $1,584 萬 | 10.17% | 00.0% | 不變 |
| Corebridge Financial, Inc. | 286,133 | $1,516 萬 | 0.08% | +286,133 | 新進 |
| Rivermont Capital Management LP | 284,534 | $1,507 萬 | 6.45% | +49,462+21.0% | 加碼 |
| Unisphere Establishment | 272,500 | $1,444 萬 | 0.15% | −27,500−9.2% | 減碼 |
| Wells Fargo & Company | 272,334 | $1,443 萬 | 0.00% | +29,159+12.0% | 加碼 |
| Distillate Capital Partners LLC | 263,334 | $1,395 萬 | 0.74% | +263,334 | 新進 |
| First Trust Advisors LP | 251,296 | $1,331 萬 | 0.01% | −95,988−27.6% | 減碼 |
| Makena Capital Management LLC | 250,537 | $1,327 萬 | 3.08% | 00.0% | 不變 |
| UBS Group AG | 249,568 | $1,322 萬 | 0.00% | +86,841+53.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 246,855 | $1,308 萬 | 0.03% | +6,025+2.5% | 加碼 |
| Tudor Investment Corp Et Al | 244,666 | $1,296 萬 | 0.15% | +140,140+134.1% | 加碼 |
| Price T Rowe Associates Inc | 237,634 | $1,259 萬 | 0.00% | +75,506+46.6% | 加碼 |
| SEI Investments Co | 236,990 | $1,256 萬 | 0.02% | +113,168+91.4% | 加碼 |
| RMB Capital Management, LLC | 231,571 | $1,227 萬 | 0.29% | +14,640+6.7% | 加碼 |
| California State Teachers Retirement System | 229,492 | $1,216 萬 | 0.01% | −5,968−2.5% | 減碼 |
| Assenagon Asset Management S.A. | 228,463 | $1,210 萬 | 0.03% | −21,368−8.6% | 減碼 |
| Colony Group, LLC | 225,690 | $1,196 萬 | 0.04% | +112,634+99.6% | 加碼 |
| New York State Common Retirement Fund | 208,249 | $1,103 萬 | 0.01% | +48,631+30.5% | 加碼 |
| Voya Investment Management LLC | 206,511 | $1,094 萬 | 0.01% | +3,447+1.7% | 加碼 |
| Royal Bank of Canada | 196,418 | $1,041 萬 | 0.00% | +3,656+1.9% | 加碼 |
| Prudential Financial Inc | 188,893 | $1,001 萬 | 0.02% | +37,580+24.8% | 加碼 |
| Hudson Bay Capital Management LP | 186,770 | $989.5 萬 | 0.07% | +110,939+146.3% | 加碼 |