US Foods HoldingUSFD
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 649 institutions reported holding US Foods Holding Corp. (USFD) in their 13F filings, up 2 from Q3 2025. 80 opened new positions and 89 sold out. The largest holders were Vanguard Group Inc. ($1.6B), BlackRock, Inc. ($1.5B) and Boston Partners ($1.2B). 7 famous investors held it, including Daniel Sundheim (3.0% of D1 Capital Partners's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- US Foods Holding Corp.
- CUSIP
- 912008109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $341.6M |
| Exits | 89 | $396.2M |
All 13F filers, Q3 2025 → Q4 2025: 20,673,688 shares bought and 17,618,577 shares sold, net +3,055,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 649 holders
| Vanguard Group Inc. | 0.02% | Reduce -2.2% | 21,875,536 | $1.6B |
| BlackRock, Inc. | 0.03% | Reduce -1.2% | 20,005,628 | $1.5B |
| Boston Partners | 1.27% | Add +0.5% | 16,203,880 | $1.2B |
| FMR LLC | 0.06% | Reduce -6.1% | 14,420,041 | $1.1B |
| Wellington Management Group LLP | 0.18% | Add +7.0% | 13,780,526 | $1.0B |
| Capital World Investors | 0.13% | Add +10.3% | 12,862,100 | $968.8M |
| Invesco Ltd. | 0.06% | Reduce -0.2% | 8,146,973 | $613.6M |
| State Street Corp. | 0.02% | Reduce -1.4% | 6,819,419 | $513.6M |
| Victory Capital Management Inc. | 0.21% | Reduce -6.0% | 4,816,327 | $362.8M |
| Massachusetts Financial Services Co. | 0.11% | Reduce -21.4% | 4,494,292 | $338.5M |
| D1 Capital Partners | 3.01% | Add +27.4% | 4,283,474 | $322.6M |
| T. Rowe Price Associates Inc. | 0.03% | Add +412.9% | 4,165,611 | $313.8M |
| Geode Capital Management, LLC | 0.02% | Reduce -0.0% | 4,071,084 | $306.7M |
| Primecap Management Co. | 0.22% | Add +3.1% | 3,911,610 | $294.6M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -6.9% | 3,642,852 | $274.4M |
| Artisan Partners Limited Partnership | 0.36% | Add +4.8% | 3,127,601 | $235.6M |
| Morgan Stanley | 0.01% | Reduce -2.5% | 3,023,049 | $227.7M |
| Bessemer Group Inc. | 0.33% | Reduce -8.2% | 2,875,177 | $216.6M |
| Bank of Montreal | 0.09% | Add +8056.1% | 2,866,721 | $215.9M |
| Norges Bank | 0.02% | — | 2,560,390 | $192.8M |
| JPMorgan Chase & Co. | 0.01% | Add +0.6% | 2,346,671 | $176.8M |
| AQR Capital Management | 0.09% | Add +0.2% | 2,165,347 | $163.1M |
| Northern Trust Corp. | 0.02% | Reduce -4.8% | 1,861,849 | $140.2M |
| Clarkston Capital Partners, LLC | 3.07% | Reduce -7.0% | 1,763,116 | $132.8M |
| Pertento Partners LLP | 13.88% | Add +17.8% | 1,677,420 | $126.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.0% | 1,664,839 | $125.4M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Add +4.4% | 1,592,326 | $119.9M |
| Deutsche Bank AG | 0.04% | Add +29.5% | 1,529,562 | $115.2M |
| Qube Research & Technologies Ltd | 0.16% | Reduce -24.0% | 1,524,302 | $114.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -13.6% | 1,511,721 | $113.9M |
| Panagora Asset Management Inc. | 0.40% | Add +25.8% | 1,496,933 | $112.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -13.6% | 1,413,270 | $106.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +30.4% | 1,316,889 | $99.2M |
| Silvercrest Asset Management Group LLC | 0.66% | Reduce -6.7% | 1,271,222 | $95.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +17.8% | 1,199,667 | $90.4M |
| Atalan Capital Partners, LP | 6.38% | Reduce -28.9% | 1,190,000 | $89.6M |
| UBS Group AG | 0.02% | Reduce -4.9% | 1,174,860 | $88.5M |
| Glenview Capital Management, LLC | 1.83% | Add +6.8% | 1,137,763 | $85.7M |
| CI Investments Inc. | 0.38% | Reduce -48.2% | 1,135,644 | $85.5M |
| Neuberger Berman Group LLC | 0.06% | Add +3.7% | 1,078,681 | $81.2M |
| Bank of America Corp. | 0.01% | Reduce -3.9% | 1,007,785 | $75.9M |
| Interval Partners, LP | 1.74% | New | 988,605 | $74.5M |
| Voloridge Investment Management, LLC | 0.26% | Add +27.3% | 985,312 | $74.2M |
| Steadfast Capital Management LP | 1.27% | Add +21.6% | 964,900 | $72.7M |
| Scopus Asset Management, L.P. | 1.95% | New | 930,000 | $70.0M |
| Brown Advisory Inc. | 0.09% | Add +24117.4% | 850,030 | $64.0M |
| Alliancebernstein L.P. | 0.02% | Add +154.1% | 813,270 | $61.3M |
| Parnassus Investments, LLC | 0.16% | Reduce -7.8% | 808,109 | $60.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.6% | 768,857 | $58.0M |
| Pacer Advisors, Inc. | 0.15% | Add +2127.2% | 766,147 | $57.7M |
| Tensile Capital Management LP | 7.45% | No change | 764,042 | $57.5M |
| Commerce Bank | 0.32% | Add +0.4% | 763,928 | $57.5M |
| Jupiter Asset Management Ltd. | 0.42% | Add +6.8% | 696,651 | $52.5M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +1.8% | 689,740 | $52.0M |
| Man Group plc | 0.09% | Reduce -16.4% | 648,422 | $48.8M |
| Ensign Peak Advisors, Inc | 0.08% | Reduce -21.6% | 623,845 | $47.0M |
| Sei Investments Co. | 0.04% | Add +6.6% | 604,882 | $45.6M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +165.5% | 586,988 | $44.2M |
| Rhumbline Advisers | 0.04% | Reduce -4.2% | 586,162 | $44.1M |
| Quantinno Capital Management LP | 0.09% | Add +28.4% | 569,864 | $42.9M |
| Chescapmanager LLC | 6.94% | Reduce -3.5% | 558,457 | $42.1M |
| Nuveen, LLC | 0.01% | Reduce -8.3% | 514,489 | $38.8M |
| CIBC Private Wealth Group LLC | 0.06% | Reduce -5.9% | 496,186 | $37.4M |
| Millennium Management | 0.03% | Reduce -0.6% | 492,650 | $37.1M |
| Principal Financial Group Inc. | 0.02% | Reduce -4.2% | 479,471 | $36.1M |
| Retirement Systems of Alabama | 0.11% | Reduce -1.0% | 462,254 | $34.8M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -2.9% | 458,720 | $34.6M |
| Polar Capital Holdings Plc | 0.16% | Add +17.9% | 458,296 | $34.5M |
| Sessa Capital IM, L.P. | 0.67% | Reduce -43.0% | 445,592 | $33.6M |
| Swiss National Bank | 0.02% | Reduce -1.0% | 443,955 | $33.4M |
| Cookson Peirce & Co. Inc. | 1.38% | Reduce -1.1% | 443,640 | $33.4M |
| California Public Employees Retirement System | 0.02% | Reduce -3.2% | 429,878 | $32.4M |
| Gotham Asset Management | 0.12% | Add +11.0% | 418,714 | $31.5M |
| Citigroup Inc. | 0.02% | Reduce -42.1% | 418,109 | $31.5M |
| Prudential Financial Inc. | 0.04% | Add +15.8% | 400,875 | $30.4M |
| Renaissance Technologies | 0.05% | Reduce -19.0% | 396,200 | $29.8M |
| Osterweis Capital Management Inc. | 1.69% | New | 391,536 | $29.5M |
| Wells Fargo & Company | 0.01% | Reduce -0.6% | 386,298 | $29.1M |
| Legal & General Group Plc | 0.01% | Reduce -20.7% | 386,076 | $29.1M |
| Alyeska Investment Group, L.P. | 0.08% | New | 362,287 | $27.3M |
| Nomura Asset Management International Inc. | 0.04% | — | 343,143 | $25.8M |
| Clearbridge Investments, LLC | 0.02% | Reduce -8.4% | 339,696 | $25.6M |
| Public Employees Retirement Association of Colorado | 0.09% | Reduce -29.4% | 337,769 | $25.4M |
| Davidson Kempner Capital Management LP | 0.49% | Reduce -57.0% | 316,262 | $23.8M |
| Premier Fund Managers Ltd | 1.37% | New | 313,700 | $23.8M |
| Artemis Investment Management LLP | 0.27% | Reduce -13.4% | 299,725 | $22.6M |
| B. Metzler seel. Sohn & Co. AG | 0.19% | Add +882.7% | 285,015 | $21.5M |
| Unisphere Establishment | 0.15% | Add +11.3% | 275,000 | $20.7M |
| South Street Advisors LLC | 2.89% | Reduce -7.3% | 273,545 | $20.6M |
| Danske Bank A/S | 0.05% | Reduce -8.8% | 268,926 | $20.3M |
| American Century Companies Inc. | 0.01% | Reduce -8.4% | 256,670 | $19.3M |
| Trexquant Investment LP | 0.17% | Reduce -1.8% | 249,282 | $18.8M |
| Bridgewater Associates | 0.07% | Reduce -1.2% | 240,482 | $18.1M |
| Clearfield Capital Management LP | 9.45% | Reduce -7.9% | 232,200 | $17.5M |
| Impax Asset Management Group plc | 0.11% | Add +9.5% | 230,000 | $17.3M |
| OP Asset Management Ltd | 0.20% | Add +81.8% | 225,670 | $17.0M |
| Makena Capital Management LLC | 2.02% | Reduce -11.6% | 223,384 | $16.8M |
| Russell Investments Group, Ltd. | 0.02% | Add +62.8% | 222,307 | $16.7M |
| Distillate Capital Partners LLC | 0.83% | New | 213,495 | $16.1M |
| California State Teachers Retirement System | 0.02% | Reduce -2.4% | 213,402 | $16.1M |
"% of holder's portfolio" is USFD's weight in each manager's 13F, not the share of US Foods Holding Corp. the manager owns.