US Foods HoldingUSFD
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 672 institutions reported holding US Foods Holding Corp. (USFD) in their 13F filings, down 7 from Q1 2026. 76 opened new positions and 81 sold out. The largest holders were Wellington Management Group LLP ($2.4B), BlackRock, Inc. ($2.1B) and Boston Partners ($1.9B). 8 famous investors held it, including Stephen Mandel (3.1% of Lone Pine Capital's portfolio), Daniel Sundheim (1.3% of D1 Capital Partners's portfolio) and Andreas Halvorsen (0.5% of Viking Global Investors's portfolio).
- Company
- US Foods Holding Corp.
- CUSIP
- 912008109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $540.3M |
| Exits | 81 | $455.7M |
All 13F filers, Q1 2026 → Q2 2026: 23,474,262 shares bought and 22,253,976 shares sold, net +1,220,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 672 holders
| Wellington Management Group LLP | 0.41% | Add +46.1% | 23,009,877 | $2.4B |
| BlackRock, Inc. | 0.03% | Add +2.0% | 20,845,367 | $2.1B |
| Boston Partners | 1.69% | Add +13.5% | 18,606,610 | $1.9B |
| Vanguard Portfolio Management LLC | 0.05% | Reduce -0.7% | 10,135,613 | $1.0B |
| Vanguard Capital Management LLC | 0.02% | Add +0.6% | 9,960,262 | $1.0B |
| FMR LLC | 0.04% | Reduce -35.1% | 8,939,057 | $914.0M |
| T. Rowe Price Investment Management, Inc. | 0.49% | Add +29.4% | 7,343,328 | $750.9M |
| State Street Corp. | 0.02% | Add +1.7% | 6,993,748 | $715.1M |
| Invesco Ltd. | 0.05% | Reduce -7.2% | 5,673,337 | $580.1M |
| Victory Capital Management Inc. | 0.31% | Reduce -10.4% | 5,443,787 | $556.6M |
| Capital World Investors | 0.06% | Reduce -33.1% | 5,200,756 | $531.8M |
| Lone Pine Capital | 3.07% | Add +29.5% | 4,914,492 | $502.5M |
| D1 Capital Partners | 1.32% | Add +5.1% | 4,501,964 | $460.3M |
| T. Rowe Price Associates Inc. | 0.04% | Reduce -5.3% | 4,210,897 | $430.6M |
| Geode Capital Management, LLC | 0.02% | Reduce -23.2% | 4,046,079 | $413.8M |
| Primecap Management Co. | 0.24% | Add +0.9% | 3,980,409 | $407.0M |
| Dimensional Fund Advisors LP | 0.06% | Add +0.9% | 3,453,114 | $353.1M |
| Morgan Stanley | 0.02% | Reduce -4.5% | 3,162,670 | $323.4M |
| Bessemer Group Inc. | 0.41% | Reduce -1.3% | 2,888,303 | $295.3M |
| Massachusetts Financial Services Co. | 0.09% | Reduce -26.1% | 2,832,995 | $292.2M |
| Norges Bank | 0.03% | — | 2,806,952 | $287.0M |
| Bank of Montreal | 0.10% | Reduce -0.1% | 2,709,712 | $277.1M |
| Artisan Partners Limited Partnership | 0.44% | Reduce -11.8% | 2,662,861 | $272.3M |
| Alliancebernstein L.P. | 0.09% | Add +7.6% | 2,856,357 | $263.4M |
| Avantyr Capital Partners, LP | 8.13% | Add +34.9% | 2,159,092 | $220.8M |
| Pertento Partners LLP | 15.82% | Add +16.1% | 2,152,248 | $220.1M |
| Ameriprise Financial Inc. | 0.04% | Add +4.3% | 2,123,093 | $217.1M |
| Northern Trust Corp. | 0.02% | Add +1.4% | 1,914,900 | $195.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.7% | 1,737,087 | $177.6M |
| Viking Global Investors | 0.51% | New | 1,734,346 | $177.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -22.9% | 1,660,638 | $171.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +54.4% | 1,659,572 | $169.7M |
| UBS Group AG | 0.03% | Reduce -19.2% | 1,610,014 | $164.6M |
| AQR Capital Management | 0.05% | Reduce -9.8% | 1,550,788 | $156.7M |
| Franklin Resources Inc. | 0.03% | Add +20.6% | 1,498,042 | $153.2M |
| Holocene Advisors, LP | 0.33% | New | 1,418,397 | $145.0M |
| Vanguard Fiduciary Trust Co. | 0.03% | Add +1.9% | 1,394,265 | $142.6M |
| Deutsche Bank AG | 0.04% | Add +0.2% | 1,382,823 | $141.4M |
| Bank of America Corp. | 0.01% | Reduce -11.6% | 1,343,986 | $137.4M |
| Neuberger Berman Group LLC | 0.09% | Add +5.7% | 1,264,165 | $129.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -13.8% | 1,249,298 | $127.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Reduce -0.3% | 1,239,100 | $126.7M |
| Silvercrest Asset Management Group LLC | 0.80% | Reduce -3.1% | 1,194,395 | $122.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -11.0% | 1,099,800 | $112.5M |
| Atalan Capital Partners, LP | 6.83% | Add +3.6% | 1,088,500 | $111.3M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -3.4% | 987,754 | $101.0M |
| Brown Advisory Inc. | 0.16% | Add +7.4% | 982,552 | $100.5M |
| Parnassus Investments, LLC | 0.26% | Add +17.6% | 952,964 | $97.4M |
| D. E. Shaw & Co. | 0.06% | Add +37.5% | 938,328 | $95.9M |
| Polar Capital Holdings Plc | 0.23% | Add +23.6% | 806,376 | $82.5M |
| Commerce Bank | 0.34% | Reduce -1.0% | 753,951 | $77.1M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +6.9% | 751,810 | $76.9M |
| BNP Paribas Financial Markets | 0.04% | Add +596.4% | 709,462 | $72.5M |
| Junto Capital Management LP | 1.31% | New | 693,604 | $70.9M |
| CI Investments Inc. | 0.20% | Reduce -2.4% | 611,249 | $62.5M |
| Quantinno Capital Management LP | 0.07% | Reduce -11.2% | 586,331 | $60.0M |
| Rhumbline Advisers | 0.04% | Reduce -1.8% | 581,163 | $59.4M |
| Steadfast Capital Management LP | 1.67% | Add +294.2% | 534,533 | $54.7M |
| Chescapmanager LLC | 7.02% | No change | 528,457 | $54.0M |
| Gotham Asset Management | 0.13% | Add +12.0% | 525,408 | $53.7M |
| Principal Financial Group Inc. | 0.03% | Add +1.6% | 499,990 | $51.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -40.5% | 485,576 | $49.7M |
| Sei Investments Co. | 0.04% | Reduce -5.0% | 477,991 | $48.9M |
| Schroder Investment Management Group | 0.03% | Reduce -9.4% | 458,086 | $46.9M |
| Tensile Capital Management LP | 6.30% | Reduce -17.6% | 446,042 | $45.6M |
| Swiss National Bank | 0.02% | Add +0.2% | 441,955 | $45.2M |
| Retirement Systems of Alabama | 0.13% | Reduce -9.2% | 422,461 | $43.2M |
| Jupiter Asset Management Ltd. | 0.21% | Add +2.5% | 422,248 | $43.2M |
| TD Asset Management Inc | 0.04% | Add +30.1% | 419,464 | $42.9M |
| Cookson Peirce & Co. Inc. | 1.39% | Reduce -5.1% | 411,179 | $42.0M |
| Nuveen, LLC | 0.01% | Reduce -17.7% | 409,662 | $41.9M |
| Pictet Asset Management Holding SA | 0.04% | Reduce -15.9% | 377,642 | $38.6M |
| Wells Fargo & Company | 0.01% | Reduce -8.3% | 360,344 | $36.8M |
| Osterweis Capital Management Inc. | 1.96% | Reduce -0.3% | 353,146 | $36.1M |
| Unisphere Establishment | 0.31% | No change | 353,000 | $36.1M |
| CIBC Bancorp USA Inc. | 0.04% | Reduce -24.7% | 348,135 | $35.6M |
| Barclays PLC | 0.01% | Reduce -12.1% | 341,640 | $34.9M |
| Millennium Management | 0.02% | Reduce -20.9% | 338,780 | $34.6M |
| Nomura Asset Management International Inc. | 0.05% | Add +11.8% | 331,350 | $33.9M |
| California Public Employees Retirement System | 0.02% | Reduce -20.1% | 326,340 | $33.4M |
| Legal & General Group Plc | 0.01% | Reduce -7.1% | 316,811 | $32.4M |
| Public Employees Retirement Association of Colorado | 0.11% | Reduce -8.1% | 310,496 | $31.7M |
| B. Metzler seel. Sohn & Co. AG | 0.27% | Add +1.1% | 305,102 | $31.2M |
| Dorsal Capital Management, LP | 1.10% | New | 300,000 | $30.7M |
| Freestone Grove Partners LP | 0.20% | New | 295,214 | $30.2M |
| Argent Capital Management LLC | 0.94% | Reduce -28.3% | 291,309 | $29.8M |
| Artemis Investment Management LLP | 0.26% | Reduce -1.1% | 287,923 | $29.4M |
| Clearbridge Investments, LLC | 0.02% | Reduce -18.7% | 273,998 | $28.0M |
| South Street Advisors LLC | 3.55% | Reduce -0.9% | 267,135 | $27.3M |
| OP Asset Management Ltd | 0.28% | Add +11.2% | 256,490 | $26.2M |
| USS Investment Management Ltd | 0.10% | New | 255,664 | $26.1M |
| California State Teachers Retirement System | 0.02% | Reduce -2.1% | 255,424 | $26.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.3% | 251,421 | $25.7M |
| Ensign Peak Advisors, Inc | 0.04% | Add +0.1% | 241,382 | $24.7M |
| Avalon Trust Co | 1.49% | Reduce -0.5% | 236,090 | $24.1M |
| Vident Advisory, LLC | 0.18% | Reduce -0.3% | 232,151 | $23.7M |
| LMR Partners LLP | 0.21% | Add +28.6% | 231,521 | $23.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +5.7% | 212,448 | $21.7M |
| STRS Ohio | 0.08% | Add +9.4% | 203,900 | $20.8M |
| Hook Mill Capital Partners, LP | 1.90% | Add +2631.9% | 199,945 | $20.4M |
"% of holder's portfolio" is USFD's weight in each manager's 13F, not the share of US Foods Holding Corp. the manager owns.