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 2 季 13F 持有人
US Foods Holding Corp. 在 2025/6/30 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
- 635
- 較 2025 年第 1 季 +45 家
- 持有股數
- 2.33 億
- 較 2025 年第 1 季 −157.7 萬 (−0.7%)
- 總市值
- $179.4 億
- 較 2025 年第 1 季 +$26.0 億 (+16.9%)
- 新進機構
- 94
- 另有 234 家加碼
- 清倉機構
- 49
- 另有 226 家減碼
另有 6 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | $240.7 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 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 26,796 | $206.4 萬 | 0.01% | +9,832+58.0% | 加碼 |
| Advisors Preferred, LLC | 26,868 | $208.0 萬 | 0.34% | +26,868 | 新進 |
| Vestcor Inc | 27,955 | $215.3 萬 | 0.07% | +2,915+11.6% | 加碼 |
| QRG Capital Management, Inc. | 28,233 | $217.4 萬 | 0.02% | +2,218+8.5% | 加碼 |
| Oak Thistle LLC | 28,428 | $218.9 萬 | 0.32% | −6,353−18.3% | 減碼 |
| Sterling Capital Management LLC | 28,685 | $220.9 萬 | 0.03% | +3,300+13.0% | 加碼 |
| Mercer Global Advisors Inc | 28,811 | $221.9 萬 | 0.00% | +2,875+11.1% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 29,002 | $223.3 萬 | 0.02% | −50,354−63.5% | 減碼 |
| Xponance, Inc. | 29,239 | $225.2 萬 | 0.02% | +1,411+5.1% | 加碼 |
| Paradigm Asset Management Co LLC | 29,400 | $226.4 萬 | 0.56% | +16,900+135.2% | 加碼 |
| Captrust Financial Advisors | 29,531 | $227.4 萬 | 0.01% | +1,297+4.6% | 加碼 |
| Capital International Sarl | 29,629 | $228.2 萬 | 0.04% | +5,489+22.7% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 29,839 | $229.8 萬 | 0.00% | −2,092−6.6% | 減碼 |
| JustInvest LLC | 29,934 | $230.6 萬 | 0.03% | +1,962+7.0% | 加碼 |
| Kestra Advisory Services, LLC | 30,196 | $232.5 萬 | 0.01% | +939+3.2% | 加碼 |
| Atria Investments LLC | 30,246 | $232.9 萬 | 0.03% | −224−0.7% | 減碼 |
| Westover Capital Advisors, LLC | 30,494 | $234.8 萬 | 0.47% | +2,488+8.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 31,104 | $239.5 萬 | 0.03% | −8,489−21.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 31,165 | $240.0 萬 | 0.01% | +3,472+12.5% | 加碼 |
| Virginia Retirement Systems Et Al | 31,409 | $241.9 萬 | 0.02% | +9,800+45.4% | 加碼 |
| Keebeck Wealth Management, LLC | 31,750 | $244.5 萬 | 0.32% | 00.0% | 不變 |
| Tredje AP-fonden | 32,340 | $249.1 萬 | 0.02% | 00.0% | 不變 |
| Nebula Research & Development LLC | 32,835 | $252.9 萬 | 0.22% | +32,835 | 新進 |
| Truist Financial Corp | 33,555 | $258.4 萬 | 0.00% | −595−1.7% | 減碼 |
| Sirios Capital Management L P | 33,725 | $259.7 萬 | 0.38% | −541−1.6% | 減碼 |
| Pictet Asset Management Holding SA | 34,470 | $265.5 萬 | 0.00% | −1,179−3.3% | 減碼 |
| South Dakota Investment Council | 34,609 | $266.5 萬 | 0.05% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 36,198 | $278.8 萬 | 0.02% | +805+2.3% | 加碼 |
| Utah Retirement Systems | 36,476 | $280.9 萬 | 0.03% | +480+1.3% | 加碼 |
| Mariner, LLC | 37,157 | $286.1 萬 | 0.00% | +10,246+38.1% | 加碼 |
| Bank of Montreal | 37,197 | $286.5 萬 | 0.00% | −1,496−3.9% | 減碼 |
| IHT Wealth Management, LLC | 37,404 | $288.0 萬 | 0.08% | −1,124−2.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 38,863 | $299.3 萬 | 0.06% | +1,057+2.8% | 加碼 |
| Catalyst Capital Advisors LLC | 39,175 | $301.7 萬 | 0.06% | −2,152−5.2% | 減碼 |
| Twin Tree Management, LP | 39,602 | $305.0 萬 | 0.08% | +19,659+98.6% | 加碼 |
| First American Bank | 39,705 | $305.8 萬 | 0.21% | +1,206+3.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 43,161 | $332.4 萬 | 0.05% | +43,161 | 新進 |
| Redwood Investment Management, LLC | 44,499 | $342.7 萬 | 0.36% | −32,337−42.1% | 減碼 |
| Martingale Asset Management L P | 44,563 | $343.2 萬 | 0.08% | +9,004+25.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 44,919 | $345.9 萬 | 0.11% | −409−0.9% | 減碼 |
| Bank of Nova Scotia | 45,921 | $353.6 萬 | 0.01% | +45,921 | 新進 |
| Dean Investment Associates, LLC | 46,691 | $359.6 萬 | 0.53% | +2,164+4.9% | 加碼 |
| Oregon Public Employees Retirement Fund | 47,026 | $362.1 萬 | 0.06% | +195+0.4% | 加碼 |
| New Mexico Educational Retirement Board | 47,436 | $365.3 萬 | 0.12% | −2,300−4.6% | 減碼 |
| Franklin Resources Inc | 47,780 | $368.0 萬 | 0.00% | +11,244+30.8% | 加碼 |
| CI Private Wealth, LLC | 47,828 | $368.3 萬 | 0.01% | −2,847−5.6% | 減碼 |
| KLP Kapitalforvaltning AS | 47,900 | $368.9 萬 | 0.02% | +1,200+2.6% | 加碼 |
| Cerity Partners LLC | 47,977 | $369.5 萬 | 0.01% | +8,162+20.5% | 加碼 |
| Janney Montgomery Scott LLC | 48,994 | $377.3 萬 | 0.01% | −15,091−23.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 49,255 | $386.3 萬 | 0.01% | +7,540+18.1% | 加碼 |
| Chase Investment Counsel Corp | 50,264 | $387.0 萬 | 1.24% | −250.0% | 減碼 |
| Oliver Luxxe Assets LLC | 50,793 | $391.2 萬 | 0.70% | +376+0.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 51,654 | $397.8 萬 | 0.06% | +431+0.8% | 加碼 |
| Handelsbanken Fonder AB | 52,441 | $403.8 萬 | 0.01% | 00.0% | 不變 |
| Ethic Inc. | 53,906 | $416.5 萬 | 0.07% | +2,832+5.5% | 加碼 |
| State of Michigan Retirement System | 55,600 | $428.2 萬 | 0.02% | +500+0.9% | 加碼 |
| Jupiter Asset Management Ltd | 57,825 | $445.3 萬 | 0.04% | −1,333,662−95.8% | 減碼 |
| EAM Global Investors LLC | 59,199 | $455.9 萬 | 1.18% | +59,199 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 59,441 | $457.8 萬 | 0.02% | +4,371+7.9% | 加碼 |
| Nomura Asset Management Co Ltd | 62,352 | $480.2 萬 | 0.01% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 63,628 | $490.0 萬 | 0.47% | +63,628 | 新進 |
| Verdence Capital Advisors LLC | 64,255 | $494.8 萬 | 0.34% | +4,374+7.3% | 加碼 |
| CWM, LLC | 64,502 | $496.7 萬 | 0.02% | +14,577+29.2% | 加碼 |
| Louisiana State Employees Retirement System | 65,100 | $501.3 萬 | 0.09% | +600+0.9% | 加碼 |
| State of Alaska, Department of Revenue | 66,000 | $508.2 萬 | 0.05% | −995−1.5% | 減碼 |
| Boothbay Fund Management, LLC | 66,480 | $512.0 萬 | 0.16% | −919−1.4% | 減碼 |
| Los Angeles Capital Management LLC | 66,487 | $512.0 萬 | 0.02% | +39,500+146.4% | 加碼 |
| Arizona State Retirement System | 67,274 | $518.1 萬 | 0.03% | +457+0.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 68,093 | $524.4 萬 | 0.04% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 70,331 | $541.6 萬 | 0.02% | 00.0% | 不變 |
| Ontario Teachers Pension Plan Board | 72,797 | $560.6 萬 | 0.12% | +52,853+265.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,626 | $567.0 萬 | 0.01% | +4,112+5.9% | 加碼 |
| Gateway Investment Advisers LLC | 74,946 | $577.2 萬 | 0.06% | −190.0% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 76,135 | $586.3 萬 | 0.06% | +74,671+5,100.5% | 加碼 |
| Kennedy Capital Management, Inc. | 76,451 | $588.7 萬 | 0.14% | −8,278−9.8% | 減碼 |
| Winton Group Ltd | 77,315 | $595.4 萬 | 0.30% | +77,315 | 新進 |
| Federated Hermes, Inc. | 79,178 | $609.7 萬 | 0.01% | −12,010−13.2% | 減碼 |
| Fifth Third Wealth Advisors LLC | 80,030 | $616.3 萬 | 0.26% | −14,026−14.9% | 減碼 |
| Colony Group, LLC | 80,646 | $621.1 萬 | 0.01% | +1,429+1.8% | 加碼 |
| Yousif Capital Management, LLC | 82,500 | $635.3 萬 | 0.07% | −1,249−1.5% | 減碼 |
| Assenagon Asset Management S.A. | 83,474 | $642.8 萬 | 0.01% | −357,744−81.1% | 減碼 |
| State of Tennessee, Treasury Department | 86,898 | $669.2 萬 | 0.02% | 00.0% | 不變 |
| Bridgewater Associates, LP | 87,222 | $671.7 萬 | 0.03% | +45,476+108.9% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 87,376 | $672.9 萬 | 0.06% | +8,335+10.5% | 加碼 |
| Jane Street Group, LLC | 90,284 | $695.3 萬 | 0.01% | −47,950−34.7% | 減碼 |
| Comerica Bank | 91,975 | $708.3 萬 | 0.03% | −756−0.8% | 減碼 |
| Engineers Gate Manager LP | 92,317 | $710.9 萬 | 0.09% | −152,061−62.2% | 減碼 |
| AXA S.A. | 94,397 | $727.0 萬 | 0.02% | −34,701−26.9% | 減碼 |
| Longbow Finance SA | 98,310 | $757.1 萬 | 0.81% | −68,071−40.9% | 減碼 |
| Janus Henderson Group PLC | 99,659 | $767.2 萬 | 0.00% | −4,600−4.4% | 減碼 |
| LPL Financial LLC | 101,576 | $782.2 萬 | 0.00% | −17,468−14.7% | 減碼 |
| Amundi | 100,792 | $783.5 萬 | 0.00% | −430.0% | 減碼 |
| Moran Wealth Management, LLC | 104,684 | $806.2 萬 | 0.25% | −667−0.6% | 減碼 |
| Teacher Retirement System of Texas | 105,217 | $810.3 萬 | 0.03% | −4,607−4.2% | 減碼 |
| Brevan Howard Capital Management LP | 105,253 | $810.6 萬 | 0.09% | +20,270+23.9% | 加碼 |
| New York State Common Retirement Fund | 106,068 | $816.8 萬 | 0.01% | +6,000+6.0% | 加碼 |
| Rivermont Capital Management LP | 106,179 | $817.7 萬 | 2.61% | −51,624−32.7% | 減碼 |
| Amalgamated Bank | 107,127 | $825.0 萬 | 0.06% | +2,272+2.2% | 加碼 |
| Treasurer of the State of North Carolina | 107,264 | $826.0 萬 | 0.03% | +7,725+7.8% | 加碼 |
| Contravisory Investment Management, Inc. | 109,535 | $843.5 萬 | 1.66% | +109,198+32,403.0% | 加碼 |