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Institutional Ownership · SEC Form 13F

Who owns USFD (USFD)


Which tracked institutional funds hold USFD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USFD company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

673
Institutional holders
231,716,000
Shares held (tracked funds)

How the tape is positioned

263 tracked funds added or opened USFD while 102 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

USFD’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes USFD more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in USFD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 673 tracked filers holding USFD, 353 increased or opened the position and 325 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in USFD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 39

  • VANGUARD PORTFOLIO MANAGEMENT LLC$941M
  • VANGUARD CAPITAL MANAGEMENT LLC$913M
  • LONE PINE CAPITAL LLC$350M
  • Capital International Investors$172M
  • Avantyr Capital Partners, LP$148M
  • VANGUARD FIDUCIARY TRUST CO$126M

Full exits 47

  • VANGUARD GROUP INC$1.6B
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$74M
  • SCOPUS ASSET MANAGEMENT, L.P.$70M
  • CIBC Private Wealth Group LLC$37M
  • RENAISSANCE TECHNOLOGIES LLC$30M
  • Davidson Kempner Capital Management LP$24M

Largest adds

  • T. Rowe Price Investment Management, Inc.$484M
  • WELLINGTON MANAGEMENT GROUP LLP$414M
  • Boston Partners$288M
  • VICTORY CAPITAL MANAGEMENT INC$198M
  • FMR LLC$183M
  • GEODE CAPITAL MANAGEMENT, LLC$179M

Largest trims

  • Capital World Investors$252M
  • Clarkston Capital Partners, LLC$106M
  • PANAGORA ASSET MANAGEMENT INC$102M
  • Interval Partners, LP$69M
  • Qube Research & Technologies Ltd$68M
  • Invesco Ltd.$64M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed18,188,591$1.7B7.5%2026-Q1
Boston Partners added16,394,437$1.5B6.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added15,750,520$1.5B6.5%2026-Q1
FMR LLC trimmed13,768,725$1.3B5.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new10,201,715$941M4.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new9,900,914$913M4.1%2026-Q1
Capital World Investors trimmed7,775,099$717M3.2%2026-Q1
STATE STREET CORP added6,876,558$634M2.8%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added6,077,846$560M2.5%2026-Q1
Invesco Ltd. trimmed5,955,852$549M2.5%2026-Q1
T. Rowe Price Investment Management, Inc. added5,673,743$523M2.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added5,268,834$486M2.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added4,445,075$410M1.8%2026-Q1
D1 Capital Partners L.P.4,283,474$395M1.8%2026-Q1
PRIMECAP MANAGEMENT CO/CA/ added3,946,310$364M1.6%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed3,833,008$358M1.6%2026-Q1
LONE PINE CAPITAL LLC new3,795,998$350M1.6%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed3,422,893$316M1.4%2026-Q1
MORGAN STANLEY added3,310,350$305M1.4%2026-Q1
Artisan Partners Limited Partnership trimmed3,020,204$278M1.2%2026-Q1
BESSEMER GROUP INC added2,926,696$270M1.2%2026-Q1
BANK OF MONTREAL /CAN/ trimmed2,711,676$250M1.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added2,653,736$200M0.9%2026-Q1
JPMORGAN CHASE & CO trimmed2,155,327$196M0.9%2026-Q1
AMERIPRISE FINANCIAL INC added2,035,223$188M0.8%2026-Q1
UBS Group AG added1,993,669$184M0.8%2026-Q1
NORTHERN TRUST CORP added1,888,589$174M0.8%2026-Q1
Capital International Investors new1,862,651$172M0.8%2026-Q1
Pertento Partners LLP added1,853,508$171M0.8%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,708,108$158M0.7%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed1,715,794$156M0.7%2026-Q1
NORGES BANK trimmed2,289,757$150M0.7%2026-Q1
Avantyr Capital Partners, LP new1,600,864$148M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ added1,520,296$140M0.6%2026-Q1
Bank of New York Mellon Corp added1,449,124$134M0.6%2026-Q1
DEUTSCHE BANK AG\ trimmed1,380,492$127M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new1,368,203$126M0.6%2026-Q1
Sumitomo Mitsui Trust Group, Inc. added1,243,456$115M0.5%2026-Q1
FRANKLIN RESOURCES INC added1,241,918$115M0.5%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added1,235,340$114M0.5%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed1,232,776$114M0.5%2026-Q1
NEUBERGER BERMAN GROUP LLC added1,195,795$110M0.5%2026-Q1
GOLDMAN SACHS GROUP INC trimmed1,074,599$99M0.4%2026-Q1
Atalan Capital Partners, LP trimmed1,051,000$97M0.4%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed1,022,853$94M0.4%2026-Q1
BROWN ADVISORY INC added914,483$84M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added815,898$75M0.3%2026-Q1
PARNASSUS INVESTMENTS, LLC added810,095$75M0.3%2026-Q1
COMMERCE BANK trimmed761,815$70M0.3%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added703,048$65M0.3%2026-Q1
D. E. Shaw & Co., Inc. added682,529$63M0.3%2026-Q1
Quantinno Capital Management LP added660,043$61M0.3%2026-Q1
Polar Capital Holdings Plc added652,180$60M0.3%2026-Q1
CI INVESTMENTS INC. trimmed626,553$58M0.3%2026-Q1
RHUMBLINE ADVISERS added591,745$55M0.2%2026-Q1
Tensile Capital Management LP trimmed541,042$50M0.2%2026-Q1
Chescapmanager LLC trimmed528,457$49M0.2%2026-Q1
Qube Research & Technologies Ltd trimmed512,978$47M0.2%2026-Q1
SEI INVESTMENTS CO trimmed503,394$46M0.2%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added505,430$46M0.2%2026-Q1
Nuveen, LLC trimmed497,774$46M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added492,288$45M0.2%2026-Q1
Gotham Asset Management, LLC added469,254$43M0.2%2026-Q1
Retirement Systems of Alabama added465,062$43M0.2%2026-Q1
CIBC Bancorp USA Inc. new462,316$43M0.2%2026-Q1
JANE STREET GROUP, LLC added452,046$42M0.2%2026-Q1
Pictet Asset Management Holding SA trimmed449,060$41M0.2%2026-Q1
Swiss National Bank trimmed441,055$41M0.2%2026-Q1
COOKSON PEIRCE & CO INC trimmed433,445$40M0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed428,577$40M0.2%2026-Q1
JUPITER ASSET MANAGEMENT LTD trimmed411,909$38M0.2%2026-Q1
California Public Employees Retirement System trimmed408,212$38M0.2%2026-Q1
ARGENT CAPITAL MANAGEMENT LLC added406,326$37M0.2%2026-Q1
SUVRETTA CAPITAL MANAGEMENT, LLC trimmed395,970$37M0.2%2026-Q1
WELLS FARGO & COMPANY/MN added392,902$36M0.2%2026-Q1
Caisse de depot et placement du Quebec added389,112$36M0.2%2026-Q1
BARCLAYS PLC added388,528$36M0.2%2026-Q1
GLENVIEW CAPITAL MANAGEMENT, LLC trimmed384,007$35M0.2%2026-Q1
OSTERWEIS CAPITAL MANAGEMENT INC trimmed354,083$33M0.1%2026-Q1
Unisphere Establishment added353,000$33M0.1%2026-Q1
Legal & General Group Plc trimmed341,184$31M0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO337,769$31M0.1%2026-Q1
Clearbridge Investments, LLC trimmed336,957$31M0.1%2026-Q1
JANUS HENDERSON GROUP PLC added331,032$31M0.1%2026-Q1
TD Asset Management Inc added322,359$30M0.1%2026-Q1
B. Metzler seel. Sohn & Co. AG added301,904$28M0.1%2026-Q1
Premier Fund Managers Ltd trimmed302,241$27M0.1%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed296,248$27M0.1%2026-Q1
Artemis Investment Management LLP trimmed291,204$27M0.1%2026-Q1
VANGUARD GROUP INC trimmed21,526,977$1.6B7.3%2025-Q4 stale
Burgundy Asset Management Ltd. added2,971,782$231M1.0%2025-Q3 stale
Dorsal Capital Management, LP trimmed2,525,000$193M0.9%2025-Q3 stale
Sachem Head Capital Management LP trimmed1,490,000$115M0.5%2025-Q2 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC added985,312$74M0.3%2025-Q4 stale
SCOPUS ASSET MANAGEMENT, L.P. added930,000$70M0.3%2025-Q4 stale
Holocene Advisors, LP added833,917$64M0.3%2025-Q2 stale
CADIAN CAPITAL MANAGEMENT, LP879,496$58M0.3%2025-Q1 stale
CIBC Private Wealth Group LLC trimmed496,186$37M0.2%2025-Q4 stale
SUMMIT WEALTH GROUP LLC / CO new817,232$32M0.1%2025-Q3 stale
RENAISSANCE TECHNOLOGIES LLC trimmed396,200$30M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership