Which funds own SYY
Sysco Corp in the Q2 2026 filings. At least 10 of the 91 current managers on file reported a position, worth $2.6bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 7 managers opened or added against 4 cutting.
- Managers holding
- 10
- at least, of 91 current
- Combined value
- $2.6bn
- as reported
- Opened
- 4
- new this quarter
- Added to
- 3
- already held
- Trimmed or sold out
- 4
- 2 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Harris Associates LP Activist · $75.4bn book | $1.4bn | 1.8% | 16,292,380 | +$576m+5,283,368 | Added |
| D. E. Shaw & Co. Quantitative · $210bn book | $505m | 0.2% | 6,047,049 | +$225m+2,121,521 | Added |
| Capital Research Global Investors Long-only · $717bn book | $437m | 0.1% | 5,227,694 | -$196m-3,648,605 | Trimmed |
| Man Group PLC Quantitative · $62.7bn book | $140m | 0.2% | 1,679,724 | +$83m+874,879 | Added |
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $115m | 0.1% | 1,380,402 | -$57m-1,037,002 | Trimmed |
| Third Point LLC Activist · $4.7bn book | $48m | 1.0% | 580,000 | opened580,000 | New |
| Brevan Howard Capital Management LP Macro · $13.5bn book | $9.5m | 0.1% | 113,411 | opened113,411 | New |
| Quantbot Technologies LP Quantitative · $2.5bn book | $7.6m | 0.3% | 90,450 | opened90,450 | New |
| Markel Group Inc Activist · $13.1bn book | $2.5m | 0.0% | 30,500 | +$400k0 | Held |
| Element Capital Management LLC Macro · $3.2bn book | $1.2m | 0.0% | 14,100 | opened14,100 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Freestone Grove Partners LP · Multi-strategy$16m held before
- Steadfast Capital Management LP · Long/short equity$11m held before
Ownership through time
At least 24 of the 95 managers whose filings are on file listed SYY in Q2 2026, against 9 in Q2 2013. 6 managers more than in Q1 2026: 5 started positions; 5 listed it again; 1 sold out, by its own filing; 3 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 9
- Q3 2013: 15
- Q4 2013: 16
- Q1 2014: 12
- Q2 2014: 8
- Q3 2014: 11
- Q4 2014: 12
- Q1 2015: 22
- Q2 2015: 12
- Q3 2015: 19
- Q4 2015: 15
- Q1 2016: 17
- Q2 2016: 20
- Q3 2016: 20
- Q4 2016: 20
- Q1 2017: 20
- Q2 2017: 19
- Q3 2017: 20
- Q4 2017: 22
- Q1 2018: 16
- Q2 2018: 17
- Q3 2018: 24
- Q4 2018: 20
- Q1 2019: 25
- Q2 2019: 21
- Q3 2019: 19
- Q4 2019: 18
- Q1 2020: 20
- Q2 2020: 22
- Q3 2020: 14
- Q4 2020: 20
- Q1 2021: 19
- Q2 2021: 24
- Q3 2021: 17
- Q4 2021: 12
- Q1 2022: 14
- Q2 2022: 13
- Q3 2022: 20
- Q4 2022: 20
- Q1 2023: 15
- Q2 2023: 18
- Q3 2023: 19
- Q4 2023: 18
- Q1 2024: 22
- Q2 2024: 15
- Q3 2024: 15
- Q4 2024: 15
- Q1 2025: 18
- Q2 2025: 15
- Q3 2025: 14
- Q4 2025: 18
- Q1 2026: 18
- Q2 2026: 24
- Q2 2013: $2.2bn
- Q3 2013: $2.0bn
- Q4 2013: $2.0bn
- Q1 2014: $1.7bn
- Q2 2014: $1.7bn
- Q3 2014: $1.8bn
- Q4 2014: $1.7bn
- Q1 2015: $1.9bn
- Q2 2015: $1.6bn
- Q3 2015: $3.3bn
- Q4 2015: $3.4bn
- Q1 2016: $3.8bn
- Q2 2016: $3.8bn
- Q3 2016: $3.9bn
- Q4 2016: $4.3bn
- Q1 2017: $4.3bn
- Q2 2017: $4.3bn
- Q3 2017: $4.7bn
- Q4 2017: $5.5bn
- Q1 2018: $5.7bn
- Q2 2018: $7.0bn
- Q3 2018: $7.2bn
- Q4 2018: $5.9bn
- Q1 2019: $6.4bn
- Q2 2019: $6.4bn
- Q3 2019: $6.4bn
- Q4 2019: $6.7bn
- Q1 2020: $3.8bn
- Q2 2020: $5.3bn
- Q3 2020: $5.9bn
- Q4 2020: $6.7bn
- Q1 2021: $7.3bn
- Q2 2021: $7.0bn
- Q3 2021: $6.2bn
- Q4 2021: $5.9bn
- Q1 2022: $6.6bn
- Q2 2022: $6.7bn
- Q3 2022: $5.4bn
- Q4 2022: $5.0bn
- Q1 2023: $5.0bn
- Q2 2023: $4.4bn
- Q3 2023: $3.9bn
- Q4 2023: $4.8bn
- Q1 2024: $5.6bn
- Q2 2024: $4.2bn
- Q3 2024: $4.5bn
- Q4 2024: $4.7bn
- Q1 2025: $4.3bn
- Q2 2025: $4.4bn
- Q3 2025: $4.8bn
- Q4 2025: $4.1bn
- Q1 2026: $3.5bn
- Q2 2026: $4.6bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Harris Associates LP11,009,012 to 16,292,380 shares+$442m
- D. E. Shaw & Co.3,925,528 to 6,047,049 shares+$177m
- Man Group PLC804,845 to 1,679,724 shares+$73m
- Third Point LLCnew: 580,000 shares+$48m
- Voloridge Investment Management LLCnew: 272,203 shares+$23m
Largest decreases, by shares
- Invesco Ltd11,589,695 to 7,362,148 shares-$353m
- Capital Research Global Investors8,876,299 to 5,227,694 shares-$305m
- Wellington Management Group LLP4,415,511 to 2,497,163 shares-$160m
- Point72 Asset Management LP2,417,404 to 1,380,402 shares-$87m
- Balyasny Asset Management LLC1,279,622 to 480,008 shares-$67m
Left it
- Steadfast Capital Management LPwas $11m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Harris Associates LP | Q4 2024 | $1.4bn | $1.4bn | |
| Invesco Ltd | Q2 2013 | $1.3bn | $615m | |
| D. E. Shaw & Co. | Q3 2014 | $505m | $505m | |
| Capital Research Global Investors | Q4 2023 | $1.5bn | $437m | |
| Citadel Advisors LLC | Q4 2015 | $402m | $402m | |
| AQR Capital Management LLC | Q2 2014 | $350m | $350m | |
| Wellington Management Group LLP | Q2 2013 | $2.9bn | $209m | |
| MFS Investment Management | Q3 2024 | $175m | $167m | |
| Man Group PLC | Q2 2018 | $140m | $140m | |
| Point72 Asset Management LP | Q1 2018 | $172m | $115m | |
| Squarepoint Ops LLC | Q1 2015 | $85m | $51m | |
| Third Point LLC | Q2 2026 | $48m | $48m | |
| Balyasny Asset Management LLC | Q3 2015 | $91m | $40m | |
| Tudor Investment Corp | Q3 2013 | $36m | $36m | |
| Acadian Asset Management LLC | Q3 2013 | $129m | $34m | |
| Trian Fund Management LP | Q2 2015 | $2.9bn | last listed Q1 2024 | |
| Capital World Investors | Q3 2015 | $1.3bn | last listed Q2 2025 | |
| Fidelity (FMR LLC) | Q4 2017 | $1.1bn | last listed Q2 2025 | |
| First Eagle Investment Management LLC | Q2 2013 | $853m | last listed Q4 2014 | |
| Janus Henderson Group Ltd | Q2 2013 | $822m | last listed Q4 2024 | |
| T. Rowe Price Associates Inc | Q2 2013 | $747m | last listed Q1 2024 | |
| Holocene Advisors LP | Q4 2017 | $326m | last listed Q2 2024 | |
| Millennium Management LLC | Q4 2013 | $267m | last listed Q4 2025 | |
| Two Sigma Advisers LP | Q1 2015 | $258m | last listed Q2 2021 | |
| Renaissance Technologies LLC | Q3 2014 | $234m | last listed Q4 2025 |
What SYY is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around SYY →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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