Who owns US Foods Holding (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
193 tracked funds added or opened USFD while 133 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, WELLINGTON MANAGEMENT GROUP LLP, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 623 tracked filers holding USFD, 293 increased or opened the position and 390 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2026-Q1 and 2026-Q2 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 29
- VIKING GLOBAL INVESTORS LP$177M
- Holocene Advisors, LP$145M
- Junto Capital Management LP$71M
- Dorsal Capital Management, LP$31M
- Freestone Grove Partners LP$30M
- USS Investment Management Ltd$26M
Full exits 66
- T. Rowe Price Investment Management, Inc.$523M
- BESSEMER GROUP INC$270M
- Capital International Investors$172M
- Qube Research & Technologies Ltd$47M
- Caisse de depot et placement du Quebec$36M
- GLENVIEW CAPITAL MANAGEMENT, LLC$35M
Largest adds
- WELLINGTON MANAGEMENT GROUP LLP$900M
- BlackRock, Inc.$454M
- Boston Partners$391M
- LONE PINE CAPITAL LLC$152M
- NORGES BANK$137M
- VANGUARD CAPITAL MANAGEMENT LLC$105M
Largest trims
- FMR LLC$356M
- Capital World Investors$185M
- GEODE CAPITAL MANAGEMENT, LLC$72M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$66M
- JANE STREET GROUP, LLC$40M
- MONTANOVA CAPITAL, LLC$36M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP added | 23,009,877 | $2.4B | 10.8% | 2026-Q2 |
| BlackRock, Inc. added | 20,845,367 | $2.1B | 9.8% | 2026-Q2 |
| Boston Partners added | 18,606,610 | $1.9B | 8.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 10,135,613 | $1.0B | 4.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 9,960,262 | $1.0B | 4.7% | 2026-Q2 |
| FMR LLC trimmed | 8,939,057 | $914M | 4.2% | 2026-Q2 |
| STATE STREET CORP added | 6,993,748 | $715M | 3.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 5,673,337 | $580M | 2.7% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 5,443,787 | $557M | 2.5% | 2026-Q2 |
| Capital World Investors trimmed | 5,200,756 | $532M | 2.4% | 2026-Q2 |
| LONE PINE CAPITAL LLC added | 4,914,492 | $503M | 2.3% | 2026-Q2 |
| D1 Capital Partners L.P. added | 4,501,964 | $460M | 2.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 4,210,897 | $431M | 2.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 4,046,079 | $414M | 1.9% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ added | 3,980,409 | $407M | 1.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,453,114 | $353M | 1.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,162,670 | $323M | 1.5% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 2,856,357 | $263M | 1.2% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 2,832,995 | $292M | 1.3% | 2026-Q2 |
| NORGES BANK added | 2,806,952 | $287M | 1.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 2,709,712 | $277M | 1.3% | 2026-Q2 |
| Artisan Partners Limited Partnership trimmed | 2,662,861 | $272M | 1.2% | 2026-Q2 |
| Avantyr Capital Partners, LP added | 2,159,092 | $221M | 1.0% | 2026-Q2 |
| Pertento Partners LLP added | 2,152,248 | $220M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,123,093 | $217M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,914,900 | $196M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,737,087 | $178M | 0.8% | 2026-Q2 |
| VIKING GLOBAL INVESTORS LP new | 1,734,346 | $177M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,660,638 | $171M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,659,572 | $170M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 1,610,014 | $165M | 0.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,550,788 | $157M | 0.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,498,042 | $153M | 0.7% | 2026-Q2 |
| Holocene Advisors, LP added | 1,418,397 | $145M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,394,265 | $143M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 1,382,823 | $141M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,343,986 | $137M | 0.6% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 1,264,165 | $129M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,249,298 | $128M | 0.6% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,239,100 | $127M | 0.6% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 1,194,395 | $122M | 0.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,099,800 | $112M | 0.5% | 2026-Q2 |
| Atalan Capital Partners, LP added | 1,088,500 | $111M | 0.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 987,754 | $101M | 0.5% | 2026-Q2 |
| BROWN ADVISORY INC added | 982,552 | $100M | 0.5% | 2026-Q2 |
| PARNASSUS INVESTMENTS, LLC added | 952,964 | $97M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 938,328 | $96M | 0.4% | 2026-Q2 |
| Polar Capital Holdings Plc added | 806,376 | $82M | 0.4% | 2026-Q2 |
| COMMERCE BANK trimmed | 753,951 | $77M | 0.4% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 751,810 | $77M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 709,462 | $73M | 0.3% | 2026-Q2 |
| Junto Capital Management LP new | 693,604 | $71M | 0.3% | 2026-Q2 |
| CI INVESTMENTS INC. trimmed | 611,249 | $63M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 586,331 | $60M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 581,163 | $59M | 0.3% | 2026-Q2 |
| STEADFAST CAPITAL MANAGEMENT LP added | 534,533 | $55M | 0.3% | 2026-Q2 |
| Chescapmanager LLC | 528,457 | $54M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 525,408 | $54M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 499,990 | $51M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 485,576 | $50M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 477,991 | $49M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 458,086 | $47M | 0.2% | 2026-Q2 |
| Tensile Capital Management LP trimmed | 446,042 | $46M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 441,955 | $45M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 422,461 | $43M | 0.2% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD added | 422,248 | $43M | 0.2% | 2026-Q2 |
| TD Asset Management Inc added | 419,464 | $43M | 0.2% | 2026-Q2 |
| COOKSON PEIRCE & CO INC trimmed | 411,179 | $42M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 409,662 | $42M | 0.2% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 377,642 | $39M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 360,344 | $37M | 0.2% | 2026-Q2 |
| OSTERWEIS CAPITAL MANAGEMENT INC trimmed | 353,146 | $36M | 0.2% | 2026-Q2 |
| Unisphere Establishment | 353,000 | $36M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 348,135 | $36M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 341,640 | $35M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 338,780 | $35M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 331,350 | $34M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 326,340 | $33M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 316,811 | $32M | 0.1% | 2026-Q2 |
| B. Metzler seel. Sohn & Co. AG added | 305,102 | $31M | 0.1% | 2026-Q2 |
| Dorsal Capital Management, LP trimmed | 300,000 | $31M | 0.1% | 2026-Q2 |
| Freestone Grove Partners LP new | 295,214 | $30M | 0.1% | 2026-Q2 |
| ARGENT CAPITAL MANAGEMENT LLC trimmed | 291,309 | $30M | 0.1% | 2026-Q2 |
| Artemis Investment Management LLP trimmed | 287,923 | $29M | 0.1% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 273,998 | $28M | 0.1% | 2026-Q2 |
| South Street Advisors LLC trimmed | 267,135 | $27M | 0.1% | 2026-Q2 |
| OP Asset Management Ltd added | 256,490 | $26M | 0.1% | 2026-Q2 |
| USS Investment Management Ltd new | 255,664 | $26M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 255,424 | $26M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 251,421 | $26M | 0.1% | 2026-Q2 |
| Ensign Peak Advisors, Inc added | 241,382 | $25M | 0.1% | 2026-Q2 |
| Avalon Trust Co trimmed | 236,090 | $24M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 232,151 | $24M | 0.1% | 2026-Q2 |
| LMR Partners LLP added | 231,521 | $24M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 212,448 | $22M | 0.1% | 2026-Q2 |
| STRS OHIO added | 203,900 | $21M | 0.1% | 2026-Q2 |
| Hook Mill Capital Partners, LP added | 199,945 | $20M | 0.1% | 2026-Q2 |
| COMMUNITY TRUST & INVESTMENT CO trimmed | 194,630 | $20M | 0.1% | 2026-Q2 |
| LOOMIS SAYLES & CO L P added | 189,163 | $19M | 0.1% | 2026-Q2 |
| Clarkston Capital Partners, LLC trimmed | 187,615 | $19M | 0.1% | 2026-Q2 |
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.
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.