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 3 季 13F 持有人
US Foods Holding Corp. 在 2025/9/30 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
- 646
- 較 2025 年第 2 季 +19 家
- 持有股數
- 2.28 億
- 較 2025 年第 2 季 −188.3 萬 (−0.8%)
- 總市值
- $174.7 億
- 較 2025 年第 2 季 −$2.66 億 (−1.5%)
- 新進機構
- 90
- 另有 223 家加碼
- 清倉機構
- 71
- 另有 244 家減碼
另有 8 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 | $240.7 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 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sessa Capital IM, L.P. | 781,295 | $5,986 萬 | 1.50% | +381,295+95.3% | 加碼 |
| Raymond James Financial Inc | 789,566 | $6,050 萬 | 0.02% | +69,649+9.7% | 加碼 |
| Steadfast Capital Management LP | 793,700 | $6,081 萬 | 1.10% | +793,700 | 新進 |
| Ensign Peak Advisors, Inc | 795,188 | $6,093 萬 | 0.10% | −93,088−10.5% | 減碼 |
| Price T Rowe Associates Inc | 812,215 | $6,223 萬 | 0.01% | +19,140+2.4% | 加碼 |
| Parnassus Investments | 876,691 | $6,717 萬 | 0.16% | −34,172−3.8% | 減碼 |
| Goldman Sachs Group Inc | 1,010,290 | $7,741 萬 | 0.01% | +69,901+7.4% | 加碼 |
| UBS Asset Management Americas Inc | 1,018,275 | $7,802 萬 | 0.02% | −375,328−26.9% | 減碼 |
| Neuberger Berman Group LLC | 1,039,815 | $7,967 萬 | 0.06% | +37,054+3.7% | 加碼 |
| Bank of America Corp | 1,048,622 | $8,035 萬 | 0.01% | −278,030−21.0% | 減碼 |
| Glenview Capital Management, LLC | 1,065,329 | $8,163 萬 | 1.98% | −313,552−22.7% | 減碼 |
| Deutsche Bank AG | 1,181,535 | $9,053 萬 | 0.03% | +445,070+60.4% | 加碼 |
| Panagora Asset Management Inc | 1,190,420 | $9,121 萬 | 0.37% | +81,620+7.4% | 加碼 |
| UBS Group AG | 1,235,387 | $9,466 萬 | 0.02% | +34,830+2.9% | 加碼 |
| Silvercrest Asset Management Group LLC | 1,363,139 | $1.04 億 | 0.69% | −69,787−4.9% | 減碼 |
| Pertento Partners LLP | 1,424,615 | $1.09 億 | 13.29% | +10,812+0.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,525,097 | $1.17 億 | 0.07% | +102,890+7.2% | 加碼 |
| Bank of New York Mellon Corp | 1,634,946 | $1.25 億 | 0.02% | −188,411−10.3% | 減碼 |
| Charles Schwab Investment Management Inc | 1,648,718 | $1.26 億 | 0.02% | −35,068−2.1% | 減碼 |
| Atalan Capital Partners, LP | 1,673,000 | $1.28 億 | 8.95% | −352,000−17.4% | 減碼 |
| Ameriprise Financial Inc | 1,750,052 | $1.34 億 | 0.03% | −229,399−11.6% | 減碼 |
| Clarkston Capital Partners, LLC | 1,895,545 | $1.45 億 | 3.13% | −812,640−30.0% | 減碼 |
| Northern Trust Corp | 1,955,732 | $1.50 億 | 0.02% | −2,962−0.2% | 減碼 |
| Qube Research & Technologies Ltd | 2,004,848 | $1.54 億 | 0.22% | +217,707+12.2% | 加碼 |
| AQR Capital Management LLC | 2,161,366 | $1.66 億 | 0.11% | −749,389−25.7% | 減碼 |
| Ci Investments Inc. | 2,190,608 | $1.68 億 | 0.61% | −916,920−29.5% | 減碼 |
| JPMorgan Chase & Co | 2,332,957 | $1.79 億 | 0.01% | −55,861−2.3% | 減碼 |
| Dorsal Capital Management, LLC | 2,525,000 | $1.93 億 | 5.23% | −225,000−8.2% | 減碼 |
| Artisan Partners Limited Partnership | 2,984,436 | $2.29 億 | 0.33% | −222,980−7.0% | 減碼 |
| Burgundy Asset Management Ltd. | 2,971,782 | $2.31 億 | 2.18% | +765,042+34.7% | 加碼 |
| Morgan Stanley | 3,099,533 | $2.37 億 | 0.01% | +235,839+8.2% | 加碼 |
| Bessemer Group Inc | 3,132,793 | $2.40 億 | 0.37% | −645,202−17.1% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 3,361,200 | $2.58 億 | 2.96% | +2,329,200+225.7% | 加碼 |
| Primecap Management Co | 3,793,209 | $2.91 億 | 0.22% | +212,499+5.9% | 加碼 |
| Dimensional Fund Advisors LP | 3,911,557 | $3.00 億 | 0.06% | −238,440−5.7% | 減碼 |
| Geode Capital Management, LLC | 4,072,096 | $3.12 億 | 0.02% | +85,699+2.1% | 加碼 |
| Victory Capital Management Inc | 5,123,674 | $3.93 億 | 0.25% | −3,181,001−38.3% | 減碼 |
| Massachusetts Financial Services Co | 5,715,503 | $4.38 億 | 0.14% | −419,402−6.8% | 減碼 |
| State Street Corp | 6,918,388 | $5.30 億 | 0.02% | −123,615−1.8% | 減碼 |
| Invesco Ltd. | 8,164,062 | $6.26 億 | 0.10% | +649,950+8.6% | 加碼 |
| Capital World Investors | 11,664,740 | $8.94 億 | 0.12% | +1,155,254+11.0% | 加碼 |
| Wellington Management Group LLP | 12,875,970 | $9.87 億 | 0.17% | +1,599,033+14.2% | 加碼 |
| FMR LLC | 15,364,167 | $11.8 億 | 0.06% | +75,733+0.5% | 加碼 |
| Boston Partners | 16,130,224 | $12.4 億 | 1.27% | +908,993+6.0% | 加碼 |
| BlackRock, Inc. | 20,254,963 | $15.5 億 | 0.03% | −486,473−2.3% | 減碼 |
| Vanguard Group Inc | 22,365,387 | $17.1 億 | 0.03% | −635,914−2.8% | 減碼 |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −16,000−100.0% | 清倉 |
| Sachem Head Capital Management LP | 0 | $0 | 0.00% | −1,490,000−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −833,917−100.0% | 清倉 |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −573,567−100.0% | 清倉 |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −207,952−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −113,259−100.0% | 清倉 |
| Rivermont Capital Management LP | 0 | $0 | 0.00% | −106,179−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −94,397−100.0% | 清倉 |
| Winton Group Ltd | 0 | $0 | 0.00% | −77,315−100.0% | 清倉 |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −59,199−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −45,921−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −32,835−100.0% | 清倉 |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −26,868−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −19,400−100.0% | 清倉 |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −17,082−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −16,604−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −15,512−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −15,087−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −13,420−100.0% | 清倉 |
| Duncan Williams Asset Management, LLC | 0 | $0 | 0.00% | −12,088−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,868−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −10,900−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,469−100.0% | 清倉 |
| Norden Group LLC | 0 | $0 | 0.00% | −9,994−100.0% | 清倉 |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −9,133−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,904−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −7,900−100.0% | 清倉 |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −6,260−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −6,061−100.0% | 清倉 |
| Severin Investments, LLC | 0 | $0 | 0.00% | −6,018−100.0% | 清倉 |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −5,032−100.0% | 清倉 |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −4,480−100.0% | 清倉 |
| Dakota Wealth Management | 0 | $0 | 0.00% | −4,413−100.0% | 清倉 |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,371−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,361−100.0% | 清倉 |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −4,295−100.0% | 清倉 |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −4,114−100.0% | 清倉 |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −4,015−100.0% | 清倉 |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −3,927−100.0% | 清倉 |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −3,866−100.0% | 清倉 |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −3,785−100.0% | 清倉 |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,597−100.0% | 清倉 |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −3,068−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,949−100.0% | 清倉 |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −2,630−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −2,608−100.0% | 清倉 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −2,586−100.0% | 清倉 |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −1,078−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,042−100.0% | 清倉 |
| Park Place Capital Corp | 0 | $0 | 0.00% | −835−100.0% | 清倉 |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −541−100.0% | 清倉 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −276−100.0% | 清倉 |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −267−100.0% | 清倉 |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −205−100.0% | 清倉 |