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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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 18 listed it in both
Shares listed
72,330,407
combined, among listed positions
Reported value
$6.6bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 13 buyers (opened or added shares) and 21 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -4,269,587.

Managers listing USFD in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
Wellington Management Group LLP15,750,520$1.5bn0.27%Added+1,969,99415 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)13,777,725$1.3bn0.07%Trimmed-642,31615 May 2026 (the filing on sec.gov)
Capital World Investors7,775,099$717m0.10%Trimmed-5,087,00113 May 2026 (the filing on sec.gov)
Invesco Ltd6,115,480$564m0.06%Trimmed-2,031,49312 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc4,445,075$410munder 0.1%Added+279,46415 May 2026 (the filing on sec.gov)
D1 Capital Partners LP4,283,474$395m3.52%Held015 May 2026 (the filing on sec.gov)
MFS Investment Management3,833,008$358m0.12%Trimmed-661,28414 May 2026 (the filing on sec.gov)
Lone Pine Capital LLC3,795,998$350m2.79%Newnew15 May 2026 (the filing on sec.gov)
Artisan Partners LP3,020,204$278m0.45%Trimmed-107,39713 May 2026 (the filing on sec.gov)
AllianceBernstein LP2,653,736$200m0.06%Added+1,840,46615 May 2026 (the filing on sec.gov)
AQR Capital Management LLC1,720,107$157m0.07%Trimmed-445,24015 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC1,195,795$110m0.08%Added+117,11427 Oct 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,022,853$94m0.05%Trimmed-569,47314 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.682,529$63munder 0.1%Added+656,25915 May 2026 (the filing on sec.gov)
Jane Street Group LLC452,046$42munder 0.1%Added+440,52712 May 2026 (the filing on sec.gov)
Millennium Management LLC428,577$40munder 0.1%Trimmed-64,07315 May 2026 (the filing on sec.gov)
Glenview Capital Management LLC384,007$35m0.89%Trimmed-753,75615 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd331,032$31munder 0.1%Added+231,65118 May 2026 (the filing on sec.gov)
Citadel Advisors LLC180,678$17munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Steadfast Capital Management LP135,600$13m0.43%Trimmed-829,30015 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP76,305$7.0munder 0.1%Added+72,30615 May 2026 (the filing on sec.gov)
Two Sigma Investments LP62,847$5.8munder 0.1%Added+20,60015 May 2026 (the filing on sec.gov)
Bridgewater Associates LP58,359$5.4munder 0.1%Trimmed-182,12315 May 2026 (the filing on sec.gov)
Man Group PLC52,716$4.9munder 0.1%Trimmed-595,70615 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP45,446$4.2munder 0.1%Added+37,70515 May 2026 (the filing on sec.gov)
Page 1 of 2

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

Q4 2025 to Q1 2026, 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 (3)

Exited (5)

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 →