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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 18,188,591 | $1.7B | 7.5% | 2026-Q1 |
| Boston Partners added | 16,394,437 | $1.5B | 6.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 15,750,520 | $1.5B | 6.5% | 2026-Q1 |
| FMR LLC trimmed | 13,768,725 | $1.3B | 5.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 10,201,715 | $941M | 4.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 9,900,914 | $913M | 4.1% | 2026-Q1 |
| Capital World Investors trimmed | 7,775,099 | $717M | 3.2% | 2026-Q1 |
| STATE STREET CORP added | 6,876,558 | $634M | 2.8% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 6,077,846 | $560M | 2.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 5,955,852 | $549M | 2.5% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 5,673,743 | $523M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,268,834 | $486M | 2.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 4,445,075 | $410M | 1.8% | 2026-Q1 |
| D1 Capital Partners L.P. | 4,283,474 | $395M | 1.8% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ added | 3,946,310 | $364M | 1.6% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 3,833,008 | $358M | 1.6% | 2026-Q1 |
| LONE PINE CAPITAL LLC new | 3,795,998 | $350M | 1.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 3,422,893 | $316M | 1.4% | 2026-Q1 |
| MORGAN STANLEY added | 3,310,350 | $305M | 1.4% | 2026-Q1 |
| Artisan Partners Limited Partnership trimmed | 3,020,204 | $278M | 1.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 2,926,696 | $270M | 1.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 2,711,676 | $250M | 1.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 2,653,736 | $200M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,155,327 | $196M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,035,223 | $188M | 0.8% | 2026-Q1 |
| UBS Group AG added | 1,993,669 | $184M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,888,589 | $174M | 0.8% | 2026-Q1 |
| Capital International Investors new | 1,862,651 | $172M | 0.8% | 2026-Q1 |
| Pertento Partners LLP added | 1,853,508 | $171M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,708,108 | $158M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,715,794 | $156M | 0.7% | 2026-Q1 |
| NORGES BANK trimmed | 2,289,757 | $150M | 0.7% | 2026-Q1 |
| Avantyr Capital Partners, LP new | 1,600,864 | $148M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,520,296 | $140M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,449,124 | $134M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,380,492 | $127M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,368,203 | $126M | 0.6% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,243,456 | $115M | 0.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,241,918 | $115M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,235,340 | $114M | 0.5% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 1,232,776 | $114M | 0.5% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 1,195,795 | $110M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,074,599 | $99M | 0.4% | 2026-Q1 |
| Atalan Capital Partners, LP trimmed | 1,051,000 | $97M | 0.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,022,853 | $94M | 0.4% | 2026-Q1 |
| BROWN ADVISORY INC added | 914,483 | $84M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 815,898 | $75M | 0.3% | 2026-Q1 |
| PARNASSUS INVESTMENTS, LLC added | 810,095 | $75M | 0.3% | 2026-Q1 |
| COMMERCE BANK trimmed | 761,815 | $70M | 0.3% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 703,048 | $65M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 682,529 | $63M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 660,043 | $61M | 0.3% | 2026-Q1 |
| Polar Capital Holdings Plc added | 652,180 | $60M | 0.3% | 2026-Q1 |
| CI INVESTMENTS INC. trimmed | 626,553 | $58M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 591,745 | $55M | 0.2% | 2026-Q1 |
| Tensile Capital Management LP trimmed | 541,042 | $50M | 0.2% | 2026-Q1 |
| Chescapmanager LLC trimmed | 528,457 | $49M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 512,978 | $47M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 503,394 | $46M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 505,430 | $46M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 497,774 | $46M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 492,288 | $45M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 469,254 | $43M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 465,062 | $43M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 462,316 | $43M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 452,046 | $42M | 0.2% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 449,060 | $41M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 441,055 | $41M | 0.2% | 2026-Q1 |
| COOKSON PEIRCE & CO INC trimmed | 433,445 | $40M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 428,577 | $40M | 0.2% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 411,909 | $38M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 408,212 | $38M | 0.2% | 2026-Q1 |
| ARGENT CAPITAL MANAGEMENT LLC added | 406,326 | $37M | 0.2% | 2026-Q1 |
| SUVRETTA CAPITAL MANAGEMENT, LLC trimmed | 395,970 | $37M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 392,902 | $36M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 389,112 | $36M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 388,528 | $36M | 0.2% | 2026-Q1 |
| GLENVIEW CAPITAL MANAGEMENT, LLC trimmed | 384,007 | $35M | 0.2% | 2026-Q1 |
| OSTERWEIS CAPITAL MANAGEMENT INC trimmed | 354,083 | $33M | 0.1% | 2026-Q1 |
| Unisphere Establishment added | 353,000 | $33M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 341,184 | $31M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 337,769 | $31M | 0.1% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 336,957 | $31M | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 331,032 | $31M | 0.1% | 2026-Q1 |
| TD Asset Management Inc added | 322,359 | $30M | 0.1% | 2026-Q1 |
| B. Metzler seel. Sohn & Co. AG added | 301,904 | $28M | 0.1% | 2026-Q1 |
| Premier Fund Managers Ltd trimmed | 302,241 | $27M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 296,248 | $27M | 0.1% | 2026-Q1 |
| Artemis Investment Management LLP trimmed | 291,204 | $27M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 21,526,977 | $1.6B | 7.3% | 2025-Q4 stale |
| Burgundy Asset Management Ltd. added | 2,971,782 | $231M | 1.0% | 2025-Q3 stale |
| Dorsal Capital Management, LP trimmed | 2,525,000 | $193M | 0.9% | 2025-Q3 stale |
| Sachem Head Capital Management LP trimmed | 1,490,000 | $115M | 0.5% | 2025-Q2 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 985,312 | $74M | 0.3% | 2025-Q4 stale |
| SCOPUS ASSET MANAGEMENT, L.P. added | 930,000 | $70M | 0.3% | 2025-Q4 stale |
| Holocene Advisors, LP added | 833,917 | $64M | 0.3% | 2025-Q2 stale |
| CADIAN CAPITAL MANAGEMENT, LP | 879,496 | $58M | 0.3% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC trimmed | 496,186 | $37M | 0.2% | 2025-Q4 stale |
| SUMMIT WEALTH GROUP LLC / CO new | 817,232 | $32M | 0.1% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 396,200 | $30M | 0.1% | 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.
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.