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USFD in the 13F filings

US Foods HLDG Corp · CUSIP 912008109

Sector · Consumer staples
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 16 listed it in both
Shares listed
74,201,247
combined, among listed positions
Reported value
$7.6bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 13 buyers (opened or added shares) and 21 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,870,840.

Managers listing USFD in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Wellington Management Group LLP23,009,877$2.4bn0.41%Added+7,259,35714 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)8,939,057$914munder 0.1%Trimmed-4,838,66813 Aug 2026 (the filing on sec.gov)
Invesco Ltd5,673,337$580munder 0.1%Trimmed-442,14314 Aug 2026 (the filing on sec.gov)
Capital World Investors5,200,756$532m0.06%Trimmed-2,574,34312 Aug 2026 (the filing on sec.gov)
Lone Pine Capital LLC4,914,492$503m3.07%Added+1,118,49414 Aug 2026 (the filing on sec.gov)
D1 Capital Partners LP4,501,964$460m1.32%Added+218,49014 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc4,210,897$431munder 0.1%Trimmed-234,17814 Aug 2026 (the filing on sec.gov)
MFS Investment Management2,832,995$292m0.09%Trimmed-1,000,0133 Aug 2026 (the filing on sec.gov)
Artisan Partners LP2,662,861$272m0.43%Trimmed-357,34313 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP2,856,357$263m0.09%Added+202,62114 Aug 2026 (the filing on sec.gov)
Viking Global Investors LP1,734,346$177m0.51%Newnew14 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC1,550,788$157m0.05%Trimmed-169,31914 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP1,418,397$145m0.33%Newnew14 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC1,264,165$129m0.09%Added+68,37027 Oct 2026 (the filing on sec.gov)
Arrowstreet Capital LP987,754$101munder 0.1%Trimmed-35,09913 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.938,328$96munder 0.1%Added+255,79914 Aug 2026 (the filing on sec.gov)
Steadfast Capital Management LP534,533$55m1.67%Added+398,93314 Aug 2026 (the filing on sec.gov)
Millennium Management LLC338,780$35munder 0.1%Trimmed-89,79714 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP295,214$30m0.19%Newnew14 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd96,973$9.9munder 0.1%Trimmed-234,05914 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP72,453$7.4munder 0.1%Newnew13 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP42,247$4.3munder 0.1%Trimmed-20,60014 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP36,887$3.8munder 0.1%Trimmed-8,55914 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP25,754$2.6munder 0.1%Trimmed-32,60514 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC19,875$2.0munder 0.1%Trimmed-432,17114 Aug 2026 (the filing on sec.gov)
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What managers have written about USFD

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

Every letter beside its positions →

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
18 in Q3 2024 to 19 in Q2 2026

Tracked managers listing it, at least.

01020302017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
USFD by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201612$371mn.a.n.a.
Q3 20169$349mn.a.n.a.
Q4 20167$168mn.a.n.a.
Q1 201712$998mn.a.n.a.
Q2 201715$1.3bnn.a.n.a.
Q3 201714$1.3bnn.a.n.a.
Q4 201714$2.1bnn.a.n.a.
Q1 201820$2.1bnn.a.n.a.
Q2 201821$2.5bnn.a.n.a.
Q3 201820$2.2bnn.a.n.a.
Q4 201821$2.3bnn.a.n.a.
Q1 201921$2.6bnn.a.n.a.
Q2 201920$2.4bnn.a.n.a.
Q3 201928$2.8bnn.a.n.a.
Q4 201921$2.6bnn.a.n.a.
Q1 202020$1.1bnn.a.n.a.
Q2 20208$1.1bnn.a.n.a.
Q3 202011$1.1bnn.a.n.a.
Q4 202010$1.8bnn.a.n.a.
Q1 202111$1.9bnn.a.n.a.
Q2 20218$1.9bnn.a.n.a.
Q3 20218$1.6bnn.a.n.a.
Q4 20218$2.3bnn.a.n.a.
Q1 20228$2.7bnn.a.n.a.
Q2 202211$2.1bnn.a.n.a.
Q3 202210$1.8bnn.a.n.a.
Q4 202211$2.3bnn.a.n.a.
Q1 202311$2.5bnn.a.n.a.
Q2 202316$3.0bnn.a.n.a.
Q3 202313$2.7bnn.a.n.a.
Q4 202313$2.8bn68
Q1 202416$3.5bn124
Q2 202419$4.1bn145
Q3 202418$3.8bn613
Q4 202424$4.2bn1213
Q1 202521$4.3bn1210
Q2 202520$5.1bn118
Q3 202522$5.4bn1410
Q4 202523$5.7bn1722
Q1 202618$6.4bn1321
Q2 202619$7.5bn1321

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

USFD and PM →USFD and KO →USFD and COST →Choose a stock to compare with USFD →

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 USFD, latest filings →Back to the 13F Explorer →