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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 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 12 Nov 2024
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 16 listed it in both
Shares listed
61,178,302
combined, among listed positions
Reported value
$3.8bn
combined, at the quarter end

Among the 94 comparable managers: 6 buyers (opened or added shares) and 13 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 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Fidelity (FMR LLC)21,980,032$1.4bn0.08%Trimmed-1,128,0265 Nov 2026 (the filing on sec.gov)
Wellington Management Group LLP12,106,472$745m0.13%Added+2,435,35714 Nov 2024 (the filing on sec.gov)
MFS Investment Management6,841,961$421m0.13%Added+291,01612 Nov 2024 (the filing on sec.gov)
Invesco Ltd6,233,806$383m0.07%Trimmed-3,300,80612 Nov 2024 (the filing on sec.gov)
Sachem Head Capital Management LP4,825,000$297m15.57%Trimmed-8,882,26114 Nov 2024 (the filing on sec.gov)
Millennium Management LLC1,851,749$114m0.05%Trimmed-285,15414 Nov 2024 (the filing on sec.gov)
Glenview Capital Management LLC1,813,427$112m2.16%Trimmed-681,46014 Nov 2024 (the filing on sec.gov)
Point72 Asset Management LP1,219,264$75m0.19%Trimmed-820,24614 Nov 2024 (the filing on sec.gov)
Verition Fund Management LLC885,606$54m0.27%Added+112,70114 Nov 2024 (the filing on sec.gov)
Woodline Partners LP871,417$54m0.45%Trimmed-5,03314 Nov 2024 (the filing on sec.gov)
Balyasny Asset Management LLC808,022$50m0.08%Added+85,37814 Nov 2024 (the filing on sec.gov)
Neuberger Berman Group LLC802,853$49munder 0.1%Trimmed-44,98214 Nov 2024 (the filing on sec.gov)
Voloridge Investment Management LLC291,748$18m0.07%Newnew14 Nov 2024 (the filing on sec.gov)
Walleye Capital LLC284,851$18munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Tudor Investment Corp158,212$9.7munder 0.1%Trimmed-86,45414 Nov 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP133,645$8.2munder 0.1%Trimmed-53,12513 Nov 2024 (the filing on sec.gov)
Bridgewater Associates LP43,674$2.7munder 0.1%Trimmed-59,15713 Nov 2024 (the filing on sec.gov)
PDT Partners LLC26,563$1.6m0.14%Trimmed-16,01414 Nov 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

Q2 2024 to Q3 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 (1)

Exited (1)

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 →