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。
2025 年第 1 季 13F 持有人
US Foods Holding Corp. 在 2025/3/31 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
- 596
- 較 2024 年第 4 季 +17 家
- 持有股數
- 2.35 億
- 較 2024 年第 4 季 +570.6 萬 (+2.5%)
- 總市值
- $153.4 億
- 較 2024 年第 4 季 −$9,322 萬 (−0.6%)
- 新進機構
- 98
- 另有 201 家加碼
- 清倉機構
- 81
- 另有 228 家減碼
另有 5 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 | $240.7 億 |
| 2026 年第 1 季 | 679 | $213.4 億 |
| 2025 年第 4 季 | 648 | $174.3 億 |
| 2025 年第 3 季 | 646 | $174.7 億 |
| 2025 年第 2 季 | 635 | $179.4 億 |
| 2025 年第 1 季 | 596 | $153.4 億 |
| 2024 年第 4 季 | 584 | $154.9 億 |
| 2024 年第 3 季 | 505 | $140.8 億 |
| 2024 年第 2 季 | 452 | $130.1 億 |
| 2024 年第 1 季 | 440 | $131.5 億 |
| 2023 年第 4 季 | 422 | $110.1 億 |
| 2023 年第 3 季 | 394 | $97.9 億 |
| 2023 年第 2 季 | 398 | $107.6 億 |
| 2023 年第 1 季 | 357 | $87.1 億 |
| 2022 年第 4 季 | 319 | $74.6 億 |
| 2022 年第 3 季 | 302 | $58.3 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 14,507 | $95.0 萬 | 0.03% | +1,104+8.2% | 加碼 |
| Wright Investors Service Inc | 14,584 | $95.5 萬 | 0.32% | −12,435−46.0% | 減碼 |
| Oddo BHF Asset Management SAS | 14,676 | $96.1 萬 | 0.04% | −181−1.2% | 減碼 |
| United Services Automobile Association | 15,126 | $97.6 萬 | 0.03% | −783−4.9% | 減碼 |
| Versor Investments LP | 15,280 | $100.0 萬 | 0.16% | +2,733+21.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,325 | $100.3 萬 | 0.00% | +3,106+25.4% | 加碼 |
| Guggenheim Capital LLC | 15,470 | $101.3 萬 | 0.01% | −5,844−27.4% | 減碼 |
| Shell Asset Management Co | 15,509 | $101.5 萬 | 0.05% | +2,483+19.1% | 加碼 |
| HSBC Holdings PLC | 15,868 | $103.3 萬 | 0.00% | −356,343−95.7% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 15,790 | $103.4 萬 | 0.02% | −10,359−39.6% | 減碼 |
| Advisor Group Holdings, Inc. | 16,032 | $104.9 萬 | 0.00% | +1,606+11.1% | 加碼 |
| Quantessence Capital LLC | 16,272 | $106.5 萬 | 0.27% | +12,172+296.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 16,964 | $111.0 萬 | 0.01% | +3,521+26.2% | 加碼 |
| Davis Investment Partners, LLC | 17,554 | $111.5 萬 | 0.49% | −10,270−36.9% | 減碼 |
| Triangle Securities Wealth Management | 17,198 | $112.6 萬 | 0.29% | −1,143−6.2% | 減碼 |
| Credit Agricole S A | 17,231 | $112.8 萬 | 0.00% | +17,231 | 新進 |
| M&T Bank Corp | 17,349 | $113.6 萬 | 0.00% | −706−3.9% | 減碼 |
| Securian Asset Management, Inc | 17,497 | $114.5 萬 | 0.03% | −112−0.6% | 減碼 |
| Twin Capital Management Inc | 17,876 | $117.0 萬 | 0.14% | −597−3.2% | 減碼 |
| Merit Financial Group, LLC | 18,613 | $121.8 萬 | 0.02% | +12,491+204.0% | 加碼 |
| Pallas Capital Advisors LLC | 18,991 | $124.3 萬 | 0.05% | +12,303+184.0% | 加碼 |
| Silver Oak Securities, Inc | 19,314 | $124.6 萬 | 0.12% | +2,497+14.8% | 加碼 |
| Stifel Financial Corp | 19,489 | $127.6 萬 | 0.00% | +1,070+5.8% | 加碼 |
| Pinebridge Investments, L.P. | 19,564 | $128.1 萬 | 0.01% | −51,781−72.6% | 減碼 |
| Eagle Rock Investment Company, LLC | 19,645 | $128.6 萬 | 0.22% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 19,761 | $129.4 萬 | 0.02% | −30−0.2% | 減碼 |
| Inceptionr LLC | 19,905 | $130.3 萬 | 0.39% | −12,303−38.2% | 減碼 |
| Twin Tree Management, LP | 19,943 | $130.5 萬 | 0.03% | +19,943 | 新進 |
| Ontario Teachers Pension Plan Board | 19,944 | $130.6 萬 | 0.02% | +12,307+161.1% | 加碼 |
| SkyView Investment Advisors, LLC | 20,100 | $131.6 萬 | 0.20% | +916+4.8% | 加碼 |
| NewEdge Wealth, LLC | 20,264 | $132.7 萬 | 0.02% | −2,425−10.7% | 減碼 |
| Daiwa Securities Group Inc. | 20,800 | $136.2 萬 | 0.01% | +6,800+48.6% | 加碼 |
| Centiva Capital, LP | 21,012 | $137.5 萬 | 0.08% | +10,665+103.1% | 加碼 |
| We Are One Seven, LLC | 21,293 | $139.4 萬 | 0.05% | −2,689−11.2% | 減碼 |
| Creative Planning | 21,381 | $140.0 萬 | 0.00% | +1,899+9.7% | 加碼 |
| Advisors Asset Management, Inc. | 21,514 | $140.8 萬 | 0.03% | +3,618+20.2% | 加碼 |
| Virginia Retirement Systems Et Al | 21,609 | $141.5 萬 | 0.01% | +21,609 | 新進 |
| Two Sigma Advisers, LP | 22,300 | $146.0 萬 | 0.00% | −8,800−28.3% | 減碼 |
| Resources Investment Advisors, LLC. | 22,540 | $147.5 萬 | 0.02% | +2,011+9.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 22,777 | $147.7 萬 | 0.02% | +4,676+25.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 22,591 | $147.9 萬 | 0.00% | +86+0.4% | 加碼 |
| Mount Yale Investment Advisors, LLC | 22,978 | $150.4 萬 | 0.13% | −564−2.4% | 減碼 |
| Cetera Investment Advisers | 23,283 | $152.4 萬 | 0.00% | −779−3.2% | 減碼 |
| Aurora Investment Counsel | 23,824 | $156.0 萬 | 0.86% | −1,541−6.1% | 減碼 |
| New Millennium Group LLC | 23,830 | $156.0 萬 | 1.02% | +713+3.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,834 | $156.0 萬 | 0.00% | −1,596−6.3% | 減碼 |
| New York Life Investment Management LLC | 23,915 | $156.5 萬 | 0.02% | −53−0.2% | 減碼 |
| Dean Capital Management | 24,097 | $157.7 萬 | 0.69% | +542+2.3% | 加碼 |
| Capital International Sarl | 24,140 | $158.0 萬 | 0.04% | +24,140 | 新進 |
| HighTower Advisors, LLC | 24,228 | $158.6 萬 | 0.00% | +40+0.2% | 加碼 |
| US Bancorp | 24,538 | $160.6 萬 | 0.00% | −2,672−9.8% | 減碼 |
| Corbyn Investment Management Inc | 24,613 | $161.1 萬 | 0.60% | +127+0.5% | 加碼 |
| AIA Group Ltd | 25,000 | $163.7 萬 | 0.04% | +25,000 | 新進 |
| GWM Advisors LLC | 25,013 | $163.7 萬 | 0.01% | −2,598−9.4% | 減碼 |
| Vestcor Inc | 25,040 | $163.9 萬 | 0.06% | +4,840+24.0% | 加碼 |
| Sheets Smith Investment Management | 25,129 | $164.5 萬 | 1.64% | +4,748+23.3% | 加碼 |
| Davenport & Co LLC | 25,172 | $164.8 萬 | 0.01% | +363+1.5% | 加碼 |
| Sterling Capital Management LLC | 25,385 | $166.2 萬 | 0.03% | +10,089+66.0% | 加碼 |
| Mercer Global Advisors Inc | 25,936 | $169.8 萬 | 0.00% | +5,387+26.2% | 加碼 |
| QRG Capital Management, Inc. | 26,015 | $170.3 萬 | 0.02% | +923+3.7% | 加碼 |
| PDT Partners, LLC | 26,548 | $173.8 萬 | 0.12% | −40.0% | 減碼 |
| Dynasty Wealth Management, LLC | 26,903 | $176.1 萬 | 0.03% | +436+1.6% | 加碼 |
| Mariner, LLC | 26,911 | $176.2 萬 | 0.00% | +4,292+19.0% | 加碼 |
| Los Angeles Capital Management LLC | 26,987 | $176.7 萬 | 0.01% | −594−2.2% | 減碼 |
| United Asset Strategies, Inc. | 27,550 | $180.3 萬 | 0.17% | −3,991−12.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 27,693 | $181.3 萬 | 0.01% | +5,479+24.7% | 加碼 |
| Xponance, Inc. | 27,828 | $182.2 萬 | 0.02% | −160−0.6% | 減碼 |
| JustInvest LLC | 27,972 | $183.1 萬 | 0.03% | −640−2.2% | 減碼 |
| Westover Capital Advisors, LLC | 28,006 | $183.3 萬 | 0.41% | +2,284+8.9% | 加碼 |
| LGT Group Foundation | 28,065 | $183.7 萬 | 0.03% | −6,555−18.9% | 減碼 |
| Captrust Financial Advisors | 28,234 | $184.8 萬 | 0.00% | +11,631+70.1% | 加碼 |
| Bain Capital Public Equity, LP | 28,507 | $186.6 萬 | 2.05% | −5,366−15.8% | 減碼 |
| Pathstone Holdings, LLC | 28,931 | $189.4 萬 | 0.01% | +836+3.0% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,000 | $189.8 萬 | 0.07% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 29,257 | $191.5 萬 | 0.01% | +1,845+6.7% | 加碼 |
| Blueshift Asset Management, LLC | 29,262 | $191.5 萬 | 0.76% | +29,262 | 新進 |
| Atria Investments LLC | 30,470 | $199.5 萬 | 0.03% | +6,549+27.4% | 加碼 |
| Squarepoint Ops LLC | 30,898 | $202.3 萬 | 0.00% | +30,898 | 新進 |
| Keebeck Wealth Management, LLC | 31,750 | $207.8 萬 | 0.31% | 00.0% | 不變 |
| Wedge Capital Management L L P | 31,781 | $208.0 萬 | 0.04% | −3,316−9.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 31,931 | $209.0 萬 | 0.00% | +31,931 | 新進 |
| Tredje AP-fonden | 32,340 | $211.7 萬 | 0.02% | 00.0% | 不變 |
| JB Capital LLC | 33,472 | $219.1 萬 | 0.12% | +4,407+15.2% | 加碼 |
| Truist Financial Corp | 34,150 | $223.5 萬 | 0.00% | +3,324+10.8% | 加碼 |
| Sirios Capital Management L P | 34,266 | $224.3 萬 | 0.40% | +19,487+131.9% | 加碼 |
| South Dakota Investment Council | 34,609 | $226.6 萬 | 0.05% | +4,900+16.5% | 加碼 |
| Oak Thistle LLC | 34,781 | $227.7 萬 | 0.46% | +34,781 | 新進 |
| EP Wealth Advisors, LLC | 35,393 | $231.7 萬 | 0.02% | +35,393 | 新進 |
| Martingale Asset Management L P | 35,559 | $232.8 萬 | 0.06% | +35,559 | 新進 |
| Pictet Asset Management Holding SA | 35,649 | $233.3 萬 | 0.00% | +2,012+6.0% | 加碼 |
| Edgestream Partners, L.P. | 35,708 | $233.7 萬 | 0.08% | +35,708 | 新進 |
| Utah Retirement Systems | 35,996 | $235.6 萬 | 0.03% | −1,872−4.9% | 減碼 |
| Commonwealth Equity Services, LLC | 36,166 | $236.7 萬 | 0.00% | +5,496+17.9% | 加碼 |
| Franklin Resources Inc | 36,536 | $239.2 萬 | 0.00% | +25,349+226.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 37,806 | $247.5 萬 | 0.06% | +37,806 | 新進 |
| First American Bank | 38,499 | $252.0 萬 | 0.19% | +38,499 | 新進 |
| IHT Wealth Management, LLC | 38,528 | $252.2 萬 | 0.08% | −434−1.1% | 減碼 |
| Jacobs Levy Equity Management, Inc | 38,683 | $253.2 萬 | 0.01% | −76,275−66.4% | 減碼 |
| Bank of Montreal | 38,693 | $253.3 萬 | 0.00% | −137,902−78.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 39,593 | $259.2 萬 | 0.03% | −4,280−9.8% | 減碼 |