US Foods HoldingUSFD
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 679 institutions reported holding US Foods Holding Corp. (USFD) in their 13F filings, up 30 from Q4 2025. 101 opened new positions and 73 sold out. The largest holders were BlackRock, Inc. ($1.9B), Boston Partners ($1.5B) and Wellington Management Group LLP ($1.5B). 8 famous investors held it, including Daniel Sundheim (3.5% of D1 Capital Partners's portfolio), Stephen Mandel (2.8% of Lone Pine Capital'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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $857.3M |
| Exits | 73 | $335.8M |
All 13F filers, Q4 2025 → Q1 2026: 31,165,730 shares bought and 27,766,479 shares sold, net +3,399,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 679 holders
| BlackRock, Inc. | 0.03% | Add +2.1% | 20,435,274 | $1.9B |
| Boston Partners | 1.58% | Add +1.2% | 16,394,437 | $1.5B |
| Wellington Management Group LLP | 0.27% | Add +14.3% | 15,750,520 | $1.5B |
| FMR LLC | 0.07% | Reduce -4.5% | 13,777,725 | $1.3B |
| Vanguard Portfolio Management LLC | 0.05% | — | 10,201,715 | $940.7M |
| Vanguard Capital Management LLC | 0.02% | — | 9,900,914 | $913.0M |
| Capital World Investors | 0.10% | Reduce -39.5% | 7,775,099 | $716.9M |
| State Street Corp. | 0.02% | Add +0.8% | 6,876,558 | $634.1M |
| Invesco Ltd. | 0.06% | Reduce -24.9% | 6,115,480 | $563.9M |
| Victory Capital Management Inc. | 0.36% | Add +26.2% | 6,077,846 | $560.4M |
| T. Rowe Price Investment Management, Inc. | 0.36% | Add +866.6% | 5,673,743 | $523.2M |
| Geode Capital Management, LLC | 0.03% | Add +29.4% | 5,268,834 | $485.9M |
| T. Rowe Price Associates Inc. | 0.05% | Add +6.7% | 4,445,075 | $409.9M |
| D1 Capital Partners | 3.52% | No change | 4,283,474 | $395.0M |
| Primecap Management Co. | 0.29% | Add +0.9% | 3,946,310 | $363.9M |
| Massachusetts Financial Services Co. | 0.12% | Reduce -14.7% | 3,833,008 | $358.2M |
| Lone Pine Capital | 2.79% | New | 3,795,998 | $350.0M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -6.0% | 3,422,893 | $315.6M |
| Morgan Stanley | 0.02% | Add +9.5% | 3,310,350 | $305.2M |
| Artisan Partners Limited Partnership | 0.45% | Reduce -3.4% | 3,020,204 | $278.5M |
| Bessemer Group Inc. | 0.42% | Add +1.8% | 2,926,696 | $269.9M |
| Bank of Montreal | 0.10% | Reduce -5.4% | 2,711,676 | $250.0M |
| Alliancebernstein L.P. | 0.06% | Add +226.3% | 2,653,736 | $199.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.2% | 2,155,327 | $196.0M |
| Ameriprise Financial Inc. | 0.04% | Add +34.6% | 2,035,223 | $187.7M |
| UBS Group AG | 0.03% | Add +69.7% | 1,993,669 | $183.8M |
| Northern Trust Corp. | 0.02% | Add +1.4% | 1,888,589 | $174.1M |
| Capital International Investors | 0.04% | New | 1,862,651 | $171.8M |
| Pertento Partners LLP | 18.14% | Add +10.5% | 1,853,508 | $170.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.6% | 1,708,108 | $157.5M |
| AQR Capital Management | 0.07% | Reduce -20.6% | 1,720,107 | $156.7M |
| Avantyr Capital Partners, LP | 7.09% | New | 1,600,864 | $147.6M |
| Bank of America Corp. | 0.01% | Add +50.9% | 1,520,296 | $140.2M |
| Bank of New York Mellon Corp | 0.02% | Add +2.5% | 1,449,124 | $133.6M |
| Deutsche Bank AG | 0.04% | Reduce -9.8% | 1,380,492 | $127.3M |
| Vanguard Fiduciary Trust Co. | 0.03% | — | 1,368,203 | $126.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +9713.4% | 1,243,456 | $114.7M |
| Franklin Resources Inc. | 0.03% | Add +1357.1% | 1,241,918 | $114.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +3.0% | 1,235,340 | $113.9M |
| Silvercrest Asset Management Group LLC | 0.82% | Reduce -3.0% | 1,232,776 | $113.7M |
| Neuberger Berman Group LLC | 0.08% | Add +10.9% | 1,195,795 | $110.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -18.4% | 1,074,599 | $99.1M |
| Atalan Capital Partners, LP | 8.93% | Reduce -11.7% | 1,051,000 | $96.9M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Reduce -35.8% | 1,022,853 | $94.3M |
| Brown Advisory Inc. | 0.14% | Add +7.6% | 914,483 | $84.3M |
| Raymond James Financial Inc. | 0.02% | Add +6.1% | 815,898 | $75.1M |
| Parnassus Investments, LLC | 0.22% | Add +0.3% | 810,095 | $74.7M |
| Commerce Bank | 0.34% | Reduce -0.3% | 761,815 | $70.2M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +1.9% | 703,048 | $64.8M |
| D. E. Shaw & Co. | 0.05% | Add +2498.1% | 682,529 | $62.9M |
| Quantinno Capital Management LP | 0.10% | Add +15.8% | 660,043 | $60.9M |
| Polar Capital Holdings Plc | 0.26% | Add +42.3% | 652,180 | $60.1M |
| CI Investments Inc. | 0.28% | Reduce -44.8% | 626,553 | $57.8M |
| Rhumbline Advisers | 0.05% | Add +0.9% | 591,745 | $54.6M |
| Tensile Capital Management LP | 7.14% | Reduce -29.2% | 541,042 | $49.9M |
| Chescapmanager LLC | 7.78% | Reduce -5.4% | 528,457 | $48.7M |
| Qube Research & Technologies Ltd | 0.07% | Reduce -66.3% | 512,978 | $47.3M |
| Sei Investments Co. | 0.04% | Reduce -16.8% | 503,394 | $46.4M |
| Schroder Investment Management Group | 0.04% | Add +5936.4% | 505,430 | $46.0M |
| Nuveen, LLC | 0.01% | Reduce -3.3% | 497,774 | $45.9M |
| Principal Financial Group Inc. | 0.02% | Add +2.7% | 492,288 | $45.4M |
| Gotham Asset Management | 0.13% | Add +12.1% | 469,254 | $43.3M |
| Retirement Systems of Alabama | 0.14% | Add +0.6% | 465,062 | $42.9M |
| CIBC Bancorp USA Inc. | 0.06% | — | 462,316 | $42.6M |
| Jane Street Group, LLC | 0.05% | Add +3824.3% | 452,046 | $41.7M |
| Pictet Asset Management Holding SA | 0.04% | Reduce -2.1% | 449,060 | $41.4M |
| Swiss National Bank | 0.02% | Reduce -0.7% | 441,055 | $40.7M |
| Cookson Peirce & Co. Inc. | 1.69% | Reduce -2.3% | 433,445 | $40.0M |
| Millennium Management | 0.03% | Reduce -13.0% | 428,577 | $39.5M |
| Jupiter Asset Management Ltd. | 0.20% | Reduce -40.9% | 411,909 | $38.0M |
| California Public Employees Retirement System | 0.02% | Reduce -5.0% | 408,212 | $37.6M |
| Argent Capital Management LLC | 1.18% | Add +698.4% | 406,326 | $37.5M |
| Montanova Capital, LLC | 0.99% | New | 395,970 | $36.5M |
| Wells Fargo & Company | 0.01% | Add +1.7% | 392,902 | $36.2M |
| Caisse de depot et placement du Quebec | 0.06% | New | 389,112 | $35.9M |
| Barclays PLC | 0.01% | Add +89.0% | 388,528 | $35.8M |
| Glenview Capital Management, LLC | 0.96% | Reduce -66.3% | 384,007 | $35.4M |
| Osterweis Capital Management Inc. | 2.02% | Reduce -9.6% | 354,083 | $32.6M |
| Unisphere Establishment | 0.27% | Add +28.4% | 353,000 | $32.6M |
| Legal & General Group Plc | 0.01% | Reduce -11.6% | 341,184 | $31.5M |
| Public Employees Retirement Association of Colorado | 0.12% | No change | 337,769 | $31.1M |
| Clearbridge Investments, LLC | 0.03% | Reduce -0.8% | 336,957 | $31.1M |
| Janus Henderson Group PLC | 0.01% | Add +233.1% | 331,032 | $30.5M |
| TD Asset Management Inc | 0.02% | Add +1328.2% | 322,359 | $29.7M |
| B. Metzler seel. Sohn & Co. AG | 0.26% | Add +5.9% | 301,904 | $27.8M |
| Premier Fund Managers Ltd | 1.95% | Reduce -3.6% | 302,241 | $27.5M |
| Nomura Asset Management International Inc. | 0.05% | Reduce -13.7% | 296,248 | $27.3M |
| Artemis Investment Management LLP | 0.28% | Reduce -2.8% | 291,204 | $26.9M |
| Clarkston Capital Partners, LLC | 2.04% | Reduce -83.6% | 289,575 | $26.7M |
| Danske Bank A/S | 0.06% | Add +0.4% | 270,013 | $24.9M |
| South Street Advisors LLC | 3.60% | Reduce -1.5% | 269,490 | $24.8M |
| California State Teachers Retirement System | 0.03% | Add +22.3% | 260,909 | $24.1M |
| Ensign Peak Advisors, Inc | 0.04% | Reduce -61.3% | 241,189 | $22.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +32.4% | 241,142 | $22.2M |
| Avalon Trust Co | 1.51% | Add +66.0% | 237,290 | $21.9M |
| Vident Advisory, LLC | 0.18% | Add +16.1% | 232,774 | $21.5M |
| Clearfield Capital Management LP | 11.75% | No change | 232,200 | $21.4M |
| OP Asset Management Ltd | 0.21% | Add +2.3% | 230,752 | $21.3M |
| Driehaus Capital Management LLC | 0.14% | New | 210,608 | $19.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | — | 201,080 | $18.5M |
"% of holder's portfolio" is USFD's weight in each manager's 13F, not the share of US Foods Holding Corp. the manager owns.