- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 15 Dec 2025
- latest of these filings; the earliest 29 Oct 2025
- Managers listing it
- 14
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 11 listed it in both
- Shares listed
- 58,582,806
- combined, among listed positions
- Reported value
- $4.8bn
- combined, at the quarter end
Among the 95 comparable managers: 8 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing SYY in Q3 2025
14 of 14 holders
What managers have written about SYY
Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.
- Sachem Head's April 2022 letter to US Foods stockholders26 Apr 2022 · Activist letter · Mentioned · Sachem Head Capital Management LP’s 13F
- Before the letter
- 31 Mar 2022 (Q1 2022 13F): not among Sachem Head Capital Management LP’s listed positions. A holding below the listed range, under another security, or none at all would read the same.
- After the letter
- 30 Jun 2022 (Q2 2022 13F): not among Sachem Head Capital Management LP’s listed positions. A holding below the listed range, under another security, or none at all would read the same.
Largest increases and reductions, by shares
Increases
- Marshall Wace LLPexisting position · 2,359,471 shares now+1,194,815
- Woodline Partners LPexisting position · 803,294 shares now+236,379
- Hudson Bay Capital Management LPexisting position · 283,506 shares now+133,523
- Verition Fund Management LLCexisting position · 418,510 shares now+99,214
- Capital Research Global Investorsexisting position · 18,360,707 shares now+46,040
Reductions
- Invesco Ltdexisting position · 16,357,158 shares now-741,554
- Harris Associates LPexisting position · 8,307,409 shares now-423,894
- Arrowstreet Capital LPexisting position · 1,003,420 shares now-211,840
- Artisan Partners LPexisting position · 541,222 shares now-37,117
- MFS Investment Managementexisting position · 2,129,749 shares now-26,944
New positions and exits
New (0)
No new position among listed positions.
Exited (1)
- Capital World Investorswas $62m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 9 | $2.2bn | n.a. | n.a. |
| Q3 2013 | 15 | $2.0bn | n.a. | n.a. |
| Q4 2013 | 17 | $2.1bn | n.a. | n.a. |
| Q1 2014 | 12 | $1.7bn | n.a. | n.a. |
| Q2 2014 | 8 | $1.7bn | n.a. | n.a. |
| Q3 2014 | 11 | $1.8bn | n.a. | n.a. |
| Q4 2014 | 12 | $1.7bn | n.a. | n.a. |
| Q1 2015 | 23 | $1.9bn | n.a. | n.a. |
| Q2 2015 | 12 | $1.6bn | n.a. | n.a. |
| Q3 2015 | 19 | $3.3bn | n.a. | n.a. |
| Q4 2015 | 15 | $3.4bn | n.a. | n.a. |
| Q1 2016 | 17 | $3.8bn | n.a. | n.a. |
| Q2 2016 | 20 | $3.8bn | n.a. | n.a. |
| Q3 2016 | 20 | $3.9bn | n.a. | n.a. |
| Q4 2016 | 20 | $4.3bn | n.a. | n.a. |
| Q1 2017 | 20 | $4.3bn | n.a. | n.a. |
| Q2 2017 | 19 | $4.3bn | n.a. | n.a. |
| Q3 2017 | 20 | $4.7bn | n.a. | n.a. |
| Q4 2017 | 22 | $5.5bn | n.a. | n.a. |
| Q1 2018 | 16 | $5.7bn | n.a. | n.a. |
| Q2 2018 | 17 | $7.0bn | n.a. | n.a. |
| Q3 2018 | 24 | $7.2bn | n.a. | n.a. |
| Q4 2018 | 20 | $5.9bn | n.a. | n.a. |
| Q1 2019 | 25 | $6.4bn | n.a. | n.a. |
| Q2 2019 | 21 | $6.4bn | n.a. | n.a. |
| Q3 2019 | 19 | $6.4bn | n.a. | n.a. |
| Q4 2019 | 18 | $6.7bn | n.a. | n.a. |
| Q1 2020 | 20 | $3.8bn | n.a. | n.a. |
| Q2 2020 | 22 | $5.3bn | n.a. | n.a. |
| Q3 2020 | 14 | $5.9bn | n.a. | n.a. |
| Q4 2020 | 20 | $6.7bn | n.a. | n.a. |
| Q1 2021 | 19 | $7.3bn | n.a. | n.a. |
| Q2 2021 | 24 | $7.0bn | n.a. | n.a. |
| Q3 2021 | 17 | $6.2bn | n.a. | n.a. |
| Q4 2021 | 12 | $5.9bn | n.a. | n.a. |
| Q1 2022 | 14 | $6.6bn | n.a. | n.a. |
| Q2 2022 | 13 | $6.7bn | n.a. | n.a. |
| Q3 2022 | 20 | $5.4bn | n.a. | n.a. |
| Q4 2022 | 20 | $5.0bn | n.a. | n.a. |
| Q1 2023 | 15 | $5.0bn | n.a. | n.a. |
| Q2 2023 | 18 | $4.4bn | n.a. | n.a. |
| Q3 2023 | 19 | $3.9bn | n.a. | n.a. |
| Q4 2023 | 18 | $4.8bn | 9 | 9 |
| Q1 2024 | 22 | $5.6bn | 13 | 8 |
| Q2 2024 | 15 | $4.2bn | 7 | 11 |
| Q3 2024 | 15 | $4.5bn | 6 | 10 |
| Q4 2024 | 15 | $4.7bn | 7 | 8 |
| Q1 2025 | 18 | $4.3bn | 12 | 6 |
| Q2 2025 | 15 | $4.4bn | 11 | 4 |
| Q3 2025 | 14 | $4.8bn | 8 | 7 |
| Q4 2025 | 18 | $4.1bn | 18 | 17 |
| Q1 2026 | 18 | $3.5bn | 24 | 15 |
| Q2 2026 | 24 | $4.6bn | 22 | 20 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SYY and PM →SYY and KO →SYY and COST →Choose a stock to compare with SYY →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own SYY, latest filings →Back to the 13F Explorer →