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 |
|---|---|---|---|---|---|
| Glenview Capital Management, LLC | 1,378,881 | $1.06 億 | 3.01% | −406,848−22.8% | 減碼 |
| UBS Asset Management Americas Inc | 1,393,603 | $1.07 億 | 0.02% | +404,197+40.9% | 加碼 |
| Pertento Partners LLP | 1,413,803 | $1.09 億 | 12.29% | +12,474+0.9% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,422,207 | $1.10 億 | 0.08% | +410,217+40.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 1,432,926 | $1.10 億 | 0.74% | −196,380−12.1% | 減碼 |
| Sachem Head Capital Management LP | 1,490,000 | $1.15 億 | 3.58% | −1,685,000−53.1% | 減碼 |
| Charles Schwab Investment Management Inc | 1,683,786 | $1.30 億 | 0.02% | +30,719+1.9% | 加碼 |
| Qube Research & Technologies Ltd | 1,787,141 | $1.38 億 | 0.19% | +344,267+23.9% | 加碼 |
| Bank of New York Mellon Corp | 1,823,357 | $1.40 億 | 0.03% | +93,849+5.4% | 加碼 |
| Northern Trust Corp | 1,958,694 | $1.51 億 | 0.02% | −41,785−2.1% | 減碼 |
| Ameriprise Financial Inc | 1,979,451 | $1.52 億 | 0.04% | −150,433−7.1% | 減碼 |
| Atalan Capital Partners, LP | 2,025,000 | $1.56 億 | 11.98% | −155,000−7.1% | 減碼 |
| Burgundy Asset Management Ltd. | 2,206,740 | $1.70 億 | 1.65% | +522,586+31.0% | 加碼 |
| JPMorgan Chase & Co | 2,388,818 | $1.84 億 | 0.01% | −288,587−10.8% | 減碼 |
| Norges Bank | 2,394,658 | $1.84 億 | 0.02% | +104,901+4.6% | 加碼 |
| Clarkston Capital Partners, LLC | 2,708,185 | $2.09 億 | 4.43% | −691,735−20.3% | 減碼 |
| Dorsal Capital Management, LLC | 2,750,000 | $2.12 億 | 6.03% | −125,000−4.3% | 減碼 |
| Morgan Stanley | 2,863,694 | $2.21 億 | 0.01% | +409,994+16.7% | 加碼 |
| AQR Capital Management LLC | 2,910,755 | $2.24 億 | 0.19% | +373,321+14.7% | 加碼 |
| Ci Investments Inc. | 3,107,528 | $2.39 億 | 0.90% | −14,341−0.5% | 減碼 |
| Artisan Partners Limited Partnership | 3,207,416 | $2.47 億 | 0.37% | +354,747+12.4% | 加碼 |
| Primecap Management Co | 3,580,710 | $2.76 億 | 0.22% | +1,639,310+84.4% | 加碼 |
| Bessemer Group Inc | 3,777,995 | $2.91 億 | 0.47% | −10,701−0.3% | 減碼 |
| Geode Capital Management, LLC | 3,986,397 | $3.07 億 | 0.02% | +52,361+1.3% | 加碼 |
| Dimensional Fund Advisors LP | 4,149,997 | $3.20 億 | 0.07% | −84,365−2.0% | 減碼 |
| Massachusetts Financial Services Co | 6,134,905 | $4.72 億 | 0.15% | +161,749+2.7% | 加碼 |
| State Street Corp | 7,042,003 | $5.42 億 | 0.02% | −62,281−0.9% | 減碼 |
| Invesco Ltd. | 7,514,112 | $5.79 億 | 0.10% | −31,936−0.4% | 減碼 |
| Victory Capital Management Inc | 8,304,675 | $6.40 億 | 0.41% | −1,263,446−13.2% | 減碼 |
| Capital World Investors | 10,509,486 | $8.09 億 | 0.12% | +3,571,541+51.5% | 加碼 |
| Wellington Management Group LLP | 11,276,937 | $8.68 億 | 0.16% | −559,386−4.7% | 減碼 |
| Boston Partners | 15,221,231 | $11.7 億 | 1.30% | −1,236,120−7.5% | 減碼 |
| FMR LLC | 15,288,434 | $11.8 億 | 0.07% | −2,918,140−16.0% | 減碼 |
| BlackRock, Inc. | 20,741,436 | $16.0 億 | 0.03% | +267,074+1.3% | 加碼 |
| Vanguard Group Inc | 23,001,301 | $17.7 億 | 0.03% | −6180.0% | 減碼 |
| Cadian Capital Management, LP | 0 | $0 | 0.00% | −879,496−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −254,376−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −152,278−100.0% | 清倉 |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −85,553−100.0% | 清倉 |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −74,119−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −58,357−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −45,900−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −38,683−100.0% | 清倉 |
| JB Capital LLC | 0 | $0 | 0.00% | −33,472−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −30,898−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −29,000−100.0% | 清倉 |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −28,507−100.0% | 清倉 |
| AIA Group Ltd | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −19,905−100.0% | 清倉 |
| Davis Investment Partners, LLC | 0 | $0 | 0.00% | −17,554−100.0% | 清倉 |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −16,272−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −15,280−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −15,126−100.0% | 清倉 |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −12,754−100.0% | 清倉 |
| Caxton Associates LLP | 0 | $0 | 0.00% | −12,604−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,775−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −8,879−100.0% | 清倉 |
| MQS Management LLC | 0 | $0 | 0.00% | −6,609−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −6,599−100.0% | 清倉 |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −5,477−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −5,356−100.0% | 清倉 |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −5,050−100.0% | 清倉 |
| Stephens Inc | 0 | $0 | 0.00% | −4,956−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,893−100.0% | 清倉 |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −4,355−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −4,296−100.0% | 清倉 |
| Parcion Private Wealth LLC | 0 | $0 | 0.00% | −3,512−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −3,087−100.0% | 清倉 |
| Palouse Capital Management, Inc. | 0 | $0 | 0.00% | −1,112−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −593−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | −558−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −478−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −315−100.0% | 清倉 |
| City Holding Co | 0 | $0 | 0.00% | −192−100.0% | 清倉 |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −194−100.0% | 清倉 |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −79−100.0% | 清倉 |
| Eastern Bank | 0 | $0 | 0.00% | −44−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | 清倉 |
| MPWM Advisory Solutions, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| Blume Capital Management, Inc. | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Credit Agricole S A | – | – | – | – | 本季未申報 |
| Schechter Investment Advisors, LLC | – | – | – | – | 本季未申報 |
| CAPROCK Group, Inc. | – | – | – | – | 本季未申報 |
| Orion Portfolio Solutions, LLC | – | – | – | – | 本季未申報 |
| Glenmede Trust Co NA | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |