- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 9 Aug 2024
- Managers listing it
- 19
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 14 listed it in both
- Shares listed
- 76,551,802
- combined, among listed positions
- Reported value
- $4.1bn
- combined, at the quarter end
Among the 94 comparable managers: 14 buyers (opened or added shares) and 5 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 USFD in Q2 2024
19 of 19 holders
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.
- Sachem Head's April 2022 letter to US Foods stockholders26 Apr 2022 · Activist letter · Subject of the letter · Sachem Head Capital Management LP’s 13F
- Before the letter
- 31 Mar 2022 (Q1 2022 13F): 19,184,852 shares, reported at $722m.
- After the letter
- 30 Jun 2022 (Q2 2022 13F): 18,932,877 shares, reported at $581m.
251,975 fewer shares listed at 30 Jun 2022 than at 31 Mar 2022.
Largest increases and reductions, by shares
Increases
- Wellington Management Group LLPexisting position · 9,671,115 shares now+5,880,743
- MFS Investment Managementexisting position · 6,550,945 shares now+2,064,321
- Point72 Asset Management LPexisting position · 2,039,510 shares now+1,146,272
- Schonfeld Strategic Advisors LLCexisting position · 1,283,288 shares now+601,933
- Woodline Partners LPexisting position · 876,450 shares now+599,568
Reductions
- Sachem Head Capital Management LPexisting position · 13,707,261 shares now-2,225,616
- Invesco Ltdexisting position · 9,534,612 shares now-981,138
- Neuberger Berman Group LLCexisting position · 847,835 shares now-86,123
- Glenview Capital Management LLCexisting position · 2,494,887 shares now-29,281
- PDT Partners LLCexisting position · 42,577 shares now-18,500
New positions and exits
New (2)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2016 | 12 | $371m | n.a. | n.a. |
| Q3 2016 | 9 | $349m | n.a. | n.a. |
| Q4 2016 | 7 | $168m | n.a. | n.a. |
| Q1 2017 | 12 | $998m | n.a. | n.a. |
| Q2 2017 | 15 | $1.3bn | n.a. | n.a. |
| Q3 2017 | 14 | $1.3bn | n.a. | n.a. |
| Q4 2017 | 14 | $2.1bn | n.a. | n.a. |
| Q1 2018 | 20 | $2.1bn | n.a. | n.a. |
| Q2 2018 | 21 | $2.5bn | n.a. | n.a. |
| Q3 2018 | 20 | $2.2bn | n.a. | n.a. |
| Q4 2018 | 21 | $2.3bn | n.a. | n.a. |
| Q1 2019 | 21 | $2.6bn | n.a. | n.a. |
| Q2 2019 | 20 | $2.4bn | n.a. | n.a. |
| Q3 2019 | 28 | $2.8bn | n.a. | n.a. |
| Q4 2019 | 21 | $2.6bn | n.a. | n.a. |
| Q1 2020 | 20 | $1.1bn | n.a. | n.a. |
| Q2 2020 | 8 | $1.1bn | n.a. | n.a. |
| Q3 2020 | 11 | $1.1bn | n.a. | n.a. |
| Q4 2020 | 10 | $1.8bn | n.a. | n.a. |
| Q1 2021 | 11 | $1.9bn | n.a. | n.a. |
| Q2 2021 | 8 | $1.9bn | n.a. | n.a. |
| Q3 2021 | 8 | $1.6bn | n.a. | n.a. |
| Q4 2021 | 8 | $2.3bn | n.a. | n.a. |
| Q1 2022 | 8 | $2.7bn | n.a. | n.a. |
| Q2 2022 | 11 | $2.1bn | n.a. | n.a. |
| Q3 2022 | 10 | $1.8bn | n.a. | n.a. |
| Q4 2022 | 11 | $2.3bn | n.a. | n.a. |
| Q1 2023 | 11 | $2.5bn | n.a. | n.a. |
| Q2 2023 | 16 | $3.0bn | n.a. | n.a. |
| Q3 2023 | 13 | $2.7bn | n.a. | n.a. |
| Q4 2023 | 13 | $2.8bn | 6 | 8 |
| Q1 2024 | 16 | $3.5bn | 12 | 4 |
| Q2 2024 | 19 | $4.1bn | 14 | 5 |
| Q3 2024 | 18 | $3.8bn | 6 | 13 |
| Q4 2024 | 24 | $4.2bn | 12 | 13 |
| Q1 2025 | 21 | $4.3bn | 12 | 10 |
| Q2 2025 | 20 | $5.1bn | 11 | 8 |
| Q3 2025 | 22 | $5.4bn | 14 | 10 |
| Q4 2025 | 23 | $5.7bn | 17 | 22 |
| Q1 2026 | 18 | $6.4bn | 13 | 21 |
| Q2 2026 | 19 | $7.5bn | 13 | 21 |
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 →