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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
31 Dec 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 12 Feb 2025
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 15 listed it in both
Shares listed
62,152,256
combined, among listed positions
Reported value
$4.2bn
combined, at the quarter end

Among the 94 comparable managers: 12 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 Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

24 of 24 holders

ActionFiling
Fidelity (FMR LLC)19,523,147$1.3bn0.08%Trimmed-2,456,8855 Nov 2026 (the filing on sec.gov)
Wellington Management Group LLP11,410,035$770m0.14%Trimmed-696,43712 Feb 2025 (the filing on sec.gov)
MFS Investment Management6,586,655$444m0.14%Trimmed-255,30612 Feb 2025 (the filing on sec.gov)
Invesco Ltd6,196,014$418m0.08%Trimmed-37,79213 Feb 2025 (the filing on sec.gov)
Sachem Head Capital Management LP3,620,000$244m13.45%Trimmed-1,205,00014 Feb 2025 (the filing on sec.gov)
Artisan Partners LP2,536,416$171m0.26%Newnew12 Feb 2025 (the filing on sec.gov)
Point72 Asset Management LP1,745,886$118m0.26%Added+526,62214 Feb 2025 (the filing on sec.gov)
Glenview Capital Management LLC1,608,525$109m2.74%Trimmed-204,90214 Feb 2025 (the filing on sec.gov)
Millennium Management LLC1,588,817$107m0.05%Trimmed-262,93214 Feb 2025 (the filing on sec.gov)
Balyasny Asset Management LLC1,190,064$80m0.12%Added+382,04214 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC1,151,913$78m0.10%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Neuberger Berman Group LLC778,654$53munder 0.1%Trimmed-24,19913 Feb 2025 (the filing on sec.gov)
Woodline Partners LP740,955$50m0.34%Trimmed-130,46214 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP639,558$43munder 0.1%Addedn.a.12 Feb 2025 (the filing on sec.gov)
Renaissance Technologies LLC612,000$41m0.06%Addedn.a.13 Feb 2025 (the filing on sec.gov)
Verition Fund Management LLC541,971$37m0.14%Trimmed-343,63514 Feb 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC463,973$31m0.18%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Man Group PLC414,629$28m0.07%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC280,496$19m0.07%Trimmed-11,25214 Feb 2025 (the filing on sec.gov)
Davidson Kempner Capital Management LP210,000$14m0.24%Newnew14 Feb 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP157,850$11m0.07%Newnew12 Feb 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP67,398$4.5munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Bridgewater Associates LP60,748$4.1munder 0.1%Added+17,07413 Feb 2025 (the filing on sec.gov)
PDT Partners LLC26,552$1.8m0.16%Trimmed-1114 Feb 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

Q3 2024 to Q4 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 (4)

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 →