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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 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

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

19 of 19 holders

ActionFiling
Fidelity (FMR LLC)23,108,058$1.2bn0.08%Added+130,1175 Nov 2026 (the filing on sec.gov)
Sachem Head Capital Management LP13,707,261$726m36.11%Trimmed-2,225,61614 Aug 2024 (the filing on sec.gov)
Wellington Management Group LLP9,671,115$512m0.09%Added+5,880,74314 Aug 2024 (the filing on sec.gov)
Invesco Ltd9,534,612$505m0.11%Trimmed-981,13813 Aug 2024 (the filing on sec.gov)
MFS Investment Management6,550,945$347m0.11%Added+2,064,3219 Aug 2024 (the filing on sec.gov)
Glenview Capital Management LLC2,494,887$132m2.60%Trimmed-29,28114 Aug 2024 (the filing on sec.gov)
Millennium Management LLC2,136,903$113m0.05%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Point72 Asset Management LP2,039,510$108m0.28%Added+1,146,27216 Sep 2024 (the filing on sec.gov)
Davidson Kempner Capital Management LP1,709,993$91m1.45%Added+254,68714 Aug 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC1,283,288$68m0.44%Added+601,93314 Aug 2024 (the filing on sec.gov)
Woodline Partners LP876,450$46m0.44%Added+599,56814 Aug 2024 (the filing on sec.gov)
Neuberger Berman Group LLC847,835$45munder 0.1%Trimmed-86,12314 Nov 2024 (the filing on sec.gov)
Verition Fund Management LLC772,905$41m0.22%Added+268,68214 Aug 2024 (the filing on sec.gov)
Balyasny Asset Management LLC722,644$38m0.07%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Marshall Wace LLP518,552$27munder 0.1%Newnew14 Aug 2024 (the filing on sec.gov)
Tudor Investment Corp244,666$13m0.07%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP186,770$9.9munder 0.1%Added+110,93914 Aug 2024 (the filing on sec.gov)
Bridgewater Associates LP102,831$5.4munder 0.1%Newnew14 Aug 2024 (the filing on sec.gov)
PDT Partners LLC42,577$2.3m0.21%Trimmed-18,50015 Aug 2024 (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

Q1 2024 to Q2 2024, 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 (2)

Exited (0)

No exit shown by a manager’s own filing.

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 →