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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 Sep 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 29 Oct 2025
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 17 listed it in both
Shares listed
70,118,578
combined, among listed positions
Reported value
$5.4bn
combined, at the quarter end

Among the 95 comparable managers: 14 buyers (opened or added shares) and 10 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 Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Fidelity (FMR LLC)15,364,167$1.2bn0.06%Added+75,73313 Nov 2025 (the filing on sec.gov)
Wellington Management Group LLP12,875,970$987m0.17%Added+1,599,03314 Nov 2025 (the filing on sec.gov)
Capital World Investors11,664,740$894m0.12%Added+1,155,25413 Nov 2025 (the filing on sec.gov)
Invesco Ltd8,164,062$626m0.10%Added+649,95013 Nov 2025 (the filing on sec.gov)
MFS Investment Management5,715,503$438m0.14%Trimmed-419,40229 Oct 2025 (the filing on sec.gov)
D1 Capital Partners LP3,361,200$258m2.96%Added+2,329,20014 Nov 2025 (the filing on sec.gov)
Artisan Partners LP2,984,436$229m0.32%Trimmed-222,98012 Nov 2025 (the filing on sec.gov)
AQR Capital Management LLC2,161,366$166m0.11%Trimmed-749,38914 Nov 2025 (the filing on sec.gov)
Arrowstreet Capital LP1,525,097$117m0.07%Added+102,89013 Nov 2025 (the filing on sec.gov)
Glenview Capital Management LLC1,065,329$82m1.82%Trimmed-313,55214 Nov 2025 (the filing on sec.gov)
Neuberger Berman Group LLC1,039,815$80m0.06%Added+37,05427 Oct 2026 (the filing on sec.gov)
Steadfast Capital Management LP793,700$61m1.06%Newnew14 Nov 2025 (the filing on sec.gov)
Man Group PLC776,089$59m0.10%Added+491,50614 Nov 2025 (the filing on sec.gov)
Voloridge Investment Management LLC774,169$59m0.20%Trimmed-36,31114 Nov 2025 (the filing on sec.gov)
Davidson Kempner Capital Management LP736,344$56m0.72%Added+526,34414 Nov 2025 (the filing on sec.gov)
Renaissance Technologies LLC489,200$37munder 0.1%Trimmed-208,10013 Nov 2025 (the filing on sec.gov)
Bridgewater Associates LP243,344$19m0.07%Added+156,12213 Nov 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP190,296$15m0.15%Newnew14 Nov 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP100,763$7.7munder 0.1%Trimmed-4,49014 Nov 2025 (the filing on sec.gov)
Quantbot Technologies LP51,785$4.0m0.11%Newnew12 Nov 2025 (the filing on sec.gov)
Caxton Associates LLP36,615$2.8m0.07%Newnew17 Nov 2025 (the filing on sec.gov)
PDT Partners LLC4,588$352kunder 0.1%Trimmedn.a.17 Nov 2025 (the filing on sec.gov)

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

Q2 2025 to Q3 2025, 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 (2)

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 →