US Foods HoldingUSFD

13F holders, Q2 2025 (June 30)
636holders +40
86new positions
48sold out
8famous investors
$77.02avg. 13F price*

At the end of Q2 2025, 636 institutions reported holding US Foods Holding Corp. (USFD) in their 13F filings, up 40 from Q1 2025. 86 opened new positions and 48 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock, Inc. ($1.6B) and FMR LLC ($1.2B). 8 famous investors held it, including Daniel Sundheim (1.1% of D1 Capital Partners's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
US Foods Holding Corp.
CUSIP
912008109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 440Q1 2024Q2 2024: 452Q2 2024Q3 2024: 505Q3 2024Q4 2024: 584Q4 2024Q1 2025: 596Q1 2025Q2 2025: 636Q2 2025Q3 2025: 647Q3 2025Q4 2025: 649Q4 2025Q1 2026: 679Q1 2026Q2 2026: 672Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions86$157.3M
Exits48$125.8M

All 13F filers, Q1 2025 → Q2 2025: 16,599,937 shares bought and 18,227,199 shares sold, net −1,627,262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 636 holders

Vanguard Group Inc. 0.03% Reduce 0.0% 23,001,301 $1.8B
BlackRock, Inc. 0.03% Add +1.3% 20,741,436 $1.6B
FMR LLC 0.07% Reduce -16.0% 15,288,434 $1.2B
Boston Partners 1.31% Reduce -7.5% 15,221,231 $1.2B
Wellington Management Group LLP 0.16% Reduce -4.7% 11,276,937 $868.4M
Capital World Investors 0.12% Add +51.5% 10,509,486 $809.3M
Victory Capital Management Inc. 0.42% Reduce -13.2% 8,304,675 $639.5M
Invesco Ltd. 0.10% Reduce -0.4% 7,514,112 $578.7M
State Street Corp. 0.02% Reduce -0.9% 7,042,003 $542.3M
Massachusetts Financial Services Co. 0.15% Add +2.7% 6,134,905 $472.4M
Dimensional Fund Advisors LP 0.07% Reduce -2.0% 4,149,997 $319.6M
Geode Capital Management, LLC 0.02% Add +1.3% 3,986,397 $307.0M
Bessemer Group Inc. 0.47% Reduce -0.3% 3,777,995 $290.9M
Primecap Management Co. 0.22% Add +84.4% 3,580,710 $275.8M
Artisan Partners Limited Partnership 0.37% Add +12.4% 3,207,416 $247.0M
CI Investments Inc. 0.90% Reduce -0.5% 3,107,528 $239.3M
AQR Capital Management 0.19% Add +14.7% 2,910,755 $224.2M
Morgan Stanley 0.01% Add +16.7% 2,863,694 $220.5M
Dorsal Capital Management, LP 6.03% Reduce -4.3% 2,750,000 $211.8M
Clarkston Capital Partners, LLC 4.43% Reduce -20.4% 2,708,185 $208.6M
Norges Bank 0.02% Add +4.6% 2,394,658 $184.4M
JPMorgan Chase & Co. 0.01% Reduce -10.8% 2,388,818 $184.0M
Burgundy Asset Management Ltd. 1.65% Add +31.0% 2,206,740 $169.9M
Atalan Capital Partners, LP 11.98% Reduce -7.1% 2,025,000 $155.9M
Ameriprise Financial Inc. 0.04% Reduce -7.1% 1,979,451 $152.4M
Northern Trust Corp. 0.02% Reduce -2.1% 1,958,694 $150.8M
Bank of New York Mellon Corp 0.03% Add +5.4% 1,823,357 $140.4M
Qube Research & Technologies Ltd 0.19% Add +23.9% 1,787,141 $137.6M
Charles Schwab Investment Management Inc. 0.02% Add +1.9% 1,683,786 $129.7M
Sachem Head Capital Management LP 3.58% Reduce -53.1% 1,490,000 $114.7M
Silvercrest Asset Management Group LLC 0.74% Reduce -12.1% 1,432,926 $110.3M
Arrowstreet Capital, Limited Partnership 0.08% Add +40.5% 1,422,207 $109.5M
Pertento Partners LLP 12.29% Add +0.9% 1,413,803 $108.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +40.9% 1,393,603 $107.3M
Glenview Capital Management, LLC 3.01% Reduce -22.8% 1,378,881 $106.2M
Bank of America Corp. 0.01% Reduce -12.7% 1,326,652 $102.2M
UBS Group AG 0.02% Add +14.3% 1,200,557 $92.5M
Panagora Asset Management Inc. 0.38% Add +59.4% 1,108,800 $85.4M
D1 Capital Partners 1.10% Reduce -21.9% 1,032,000 $79.5M
Congress Asset Management Co. 0.53% Reduce -39.3% 1,003,058 $77.2M
Neuberger Berman Group LLC 0.06% Reduce -6.3% 1,002,761 $77.2M
Pacer Advisors, Inc. 0.20% Add +18357.5% 1,002,244 $77.2M
Goldman Sachs Group Inc. 0.01% Reduce -0.1% 940,389 $72.4M
Parnassus Investments, LLC 0.16% Reduce -7.1% 910,863 $70.1M
Ensign Peak Advisors, Inc 0.12% Reduce -8.8% 888,276 $68.4M
Holocene Advisors, LP 0.16% New 833,917 $64.2M
Voloridge Investment Management, LLC 0.23% Add +311.7% 810,480 $62.4M
Tensile Capital Management LP 7.43% Reduce -3.0% 799,042 $61.5M
T. Rowe Price Associates Inc. 0.01% Add +12.7% 793,075 $61.1M
Commerce Bank 0.34% Add +5.4% 757,842 $58.4M
Deutsche Bank AG 0.02% Add +107.3% 736,465 $56.7M
Raymond James Financial Inc. 0.02% Reduce -4.3% 719,917 $55.4M
Renaissance Technologies 0.07% Add +46.7% 697,300 $53.7M
Nuveen, LLC 0.01% Reduce -14.7% 678,818 $52.3M
Rhumbline Advisers 0.04% Reduce -17.4% 627,625 $48.3M
Sei Investments Co. 0.05% Add +22.0% 602,769 $46.4M
Prudential Financial Inc. 0.06% Add +6.2% 583,581 $44.9M
Scopus Asset Management, L.P. 1.18% Reduce -8.2% 573,567 $44.2M
Chescapmanager LLC 7.34% Reduce -1.7% 568,457 $43.8M
Thompson Siegel & Walmsley LLC 0.71% Reduce -7.9% 547,257 $42.1M
Legal & General Group Plc 0.01% Add +5.1% 546,374 $42.1M
CIBC Private Wealth Group LLC 0.07% Reduce -21.8% 539,627 $41.6M
Principal Financial Group Inc. 0.02% Reduce -0.9% 524,540 $40.4M
Retirement Systems of Alabama 0.14% Reduce -1.3% 496,890 $38.3M
Royal Bank of Canada 0.01% Add +224.4% 481,799 $37.1M
Citigroup Inc. 0.03% Add +259.7% 478,636 $36.9M
Public Employees Retirement Association of Colorado 0.14% Reduce -0.2% 478,197 $36.8M
Cookson Peirce & Co. Inc. 1.56% Reduce -1.8% 461,374 $35.5M
Artemis Investment Management LLP 0.45% Reduce -2.5% 454,435 $35.0M
Swiss National Bank 0.02% Reduce -2.4% 440,455 $33.9M
Trexquant Investment LP 0.37% Add +33.3% 427,458 $32.9M
California Public Employees Retirement System 0.02% Add +7.2% 421,391 $32.5M
Millennium Management 0.03% Add +120.5% 405,820 $31.3M
Sessa Capital IM, L.P. 0.94% No change 400,000 $30.8M
Wells Fargo & Company 0.01% Add +6.7% 385,515 $29.7M
Polar Capital Holdings Plc 0.15% Add +45.8% 373,464 $28.8M
BNP Paribas Financial Markets 0.02% Add +49.0% 366,860 $28.3M
Macquarie Group Ltd. 0.03% Reduce -3.3% 357,205 $27.5M
STRS Ohio 0.10% Reduce -1.4% 352,928 $27.2M
Clearbridge Investments, LLC 0.02% Add +25.9% 337,245 $26.0M
Clearfield Capital Management LP 18.30% No change 308,495 $23.8M
Quantinno Capital Management LP 0.10% Add +21.0% 302,069 $23.3M
Alliancebernstein L.P. 0.01% Add +0.7% 298,869 $23.0M
South Street Advisors LLC 3.41% Reduce -0.6% 298,350 $23.0M
Great Lakes Advisors, LLC 0.19% Reduce -9.6% 295,572 $22.8M
Unisphere Establishment 0.18% No change 287,500 $22.1M
Envestnet Asset Management Inc. 0.01% Reduce -8.8% 287,220 $22.1M
Man Group plc 0.05% Reduce -28.2% 284,583 $21.9M
Gotham Asset Management 0.13% Add +47.4% 283,196 $21.8M
American Century Companies Inc. 0.01% Add +4.8% 272,941 $21.0M
State Board of Administration of Florida Retirement System 0.03% Add +0.6% 232,466 $17.9M
Makena Capital Management LLC 1.79% Add +3.9% 232,316 $17.9M
Community Trust & Investment Co. 1.03% Add +0.4% 231,417 $17.8M
Voya Investment Management LLC 0.02% Reduce -5.5% 231,197 $17.8M
Nissay Asset Management Corp. /Japan 0.10% Add +262.3% 224,876 $17.3M
Impax Asset Management Group plc 0.10% Reduce -25.6% 223,145 $17.2M
Factory Mutual Insurance Co. 0.18% Reduce -12.6% 217,800 $16.8M
California State Teachers Retirement System 0.02% Add +0.3% 216,181 $16.6M
Davidson Kempner Capital Management LP 0.38% No change 210,000 $16.2M
Distillate Capital Partners LLC 0.86% Reduce -4.8% 207,952 $16.0M

"% of holder's portfolio" is USFD's weight in each manager's 13F, not the share of US Foods Holding Corp. the manager owns.

Show all 636 holders