US Foods Holding Corp. (USFD) — Institutional Holders, Q2 2026
674 institutional investment managers reported a USFD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $24.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
USFD in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- WELLINGTON MANAGEMENT GROUP LLPAdded · +7,259,357 sh+$742.3M
- Boston PartnersAdded · +2,212,173 sh+$226.2M
- VIKING GLOBAL INVESTORSNew · +1,734,346 sh+$177.3M
- T. Rowe Price Investment ManagementAdded · +1,669,585 sh+$170.7M
- Holocene AdvisorsNew · +1,418,397 sh+$145.0M
Biggest sellers
- FMRTrimmed · -4,838,668 sh-$494.8M
- Capital World InvestorsTrimmed · -2,574,343 sh-$263.2M
- Capital International InvestorsSold out · -1,862,651 sh-$190.5M
- GEODE CAPITAL MANAGEMENTTrimmed · -1,222,755 sh-$125.0M
- MASSACHUSETTS FINANCIAL SERVICESTrimmed · -1,000,013 sh-$102.3M
USFD 13F holders ranked 1–100 of 674
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP#1 · 23,009,877 sh | 23,009,877 | $2.4B | 0.41% | +46.1% |
| 2 | BlackRock#2 · 20,845,367 sh | 20,845,367 | $2.1B | 0.03% | +2.0% |
| 3 | Boston Partners#3 · 18,606,610 sh | 18,606,610 | $1.9B | 1.69% | +13.5% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT#4 · 10,135,613 sh | 10,135,613 | $1.0B | 0.05% | -0.6% |
| 5 | VANGUARD CAPITAL MANAGEMENT#5 · 9,960,262 sh | 9,960,262 | $1.0B | 0.02% | +0.6% |
| 6 | FMR#6 · 8,939,057 sh | 8,939,057 | $914.0M | 0.04% | -35.1% |
| 7 | T. Rowe Price Investment Management#7 · 7,343,328 sh | 7,343,328 | $750.9M | 0.49% | +29.4% |
| 8 | STATE STREET#8 · 6,993,748 sh | 6,993,748 | $715.1M | 0.02% | +1.7% |
| 9 | Invesco Ltd.#9 · 5,673,337 sh | 5,673,337 | $580.1M | 0.05% | -7.2% |
| 10 | VICTORY CAPITAL MANAGEMENT#10 · 5,443,787 sh | 5,443,787 | $556.6M | 0.31% | -10.4% |
| 11 | Capital World Investors#11 · 5,200,756 sh | 5,200,756 | $531.8M | 0.06% | -33.1% |
| 12 | LONE PINE CAPITAL#12 · 4,914,492 sh | 4,914,492 | $502.5M | 3.07% | +29.5% |
| 13 | D1 Capital Partners L.P.#13 · 4,501,964 sh | 4,501,964 | $460.3M | 1.32% | +5.1% |
| 14 | PRICE T ROWE ASSOCIATES#14 · 4,210,897 sh | 4,210,897 | $430.6M | 0.04% | -5.3% |
| 15 | GEODE CAPITAL MANAGEMENT#15 · 4,046,079 sh | 4,046,079 | $413.8M | 0.02% | -23.2% |
| 16 | PRIMECAP MANAGEMENT#16 · 3,980,409 sh | 3,980,409 | $407.0M | 0.24% | +0.9% |
| 17 | DIMENSIONAL FUND ADVISORS#17 · 3,453,114 sh | 3,453,114 | $353.1M | 0.06% | +0.9% |
| 18 | MORGAN STANLEY#18 · 3,162,670 sh | 3,162,670 | $323.4M | 0.02% | -4.5% |
| 19 | BESSEMER GROUP#19 · 2,888,303 sh | 2,888,303 | $295.3M | 0.41% | -1.3% |
| 20 | MASSACHUSETTS FINANCIAL SERVICES#20 · 2,832,995 sh | 2,832,995 | $292.2M | 0.09% | -26.1% |
| 21 | NORGES BANK#21 · 2,806,952 sh | 2,806,952 | $287.0M | 0.03% | — |
| 22 | BANK OF MONTREAL#22 · 2,709,712 sh | 2,709,712 | $277.1M | 0.09% | -0.1% |
| 23 | Artisan Partners Limited Partnership#23 · 2,662,861 sh | 2,662,861 | $272.3M | 0.43% | -11.8% |
| 24 | ALLIANCEBERNSTEIN L.P.#24 · 2,856,357 sh | 2,856,357 | $263.4M | 0.09% | +7.6% |
| 25 | Avantyr Capital Partners#25 · 2,159,092 sh | 2,159,092 | $220.8M | 8.13% | +34.9% |
| 26 | Pertento Partners LLP#26 · 2,152,248 sh | 2,152,248 | $220.1M | 11.86% | +16.1% |
| 27 | AMERIPRISE FINANCIAL#27 · 2,123,093 sh | 2,123,093 | $217.1M | 0.04% | +4.3% |
| 28 | NORTHERN#28 · 1,914,900 sh | 1,914,900 | $195.8M | 0.02% | +1.4% |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT#29 · 1,737,087 sh | 1,737,087 | $177.6M | 0.02% | +1.7% |
| 30 | VIKING GLOBAL INVESTORS#30 · 1,734,346 sh | 1,734,346 | $177.3M | 0.51% | New |
| 31 | JPMORGAN CHASE#31 · 1,660,638 sh | 1,660,638 | $171.2M | <0.01% | -23.0% |
| 32 | GOLDMAN SACHS GROUP#32 · 1,659,572 sh | 1,659,572 | $169.7M | 0.01% | +54.4% |
| 33 | UBS Group AG#33 · 1,610,014 sh | 1,610,014 | $164.6M | 0.02% | -19.2% |
| 34 | AQR CAPITAL MANAGEMENT#34 · 1,550,788 sh | 1,550,788 | $156.7M | 0.05% | -9.8% |
| 35 | FRANKLIN RESOURCES#35 · 1,498,042 sh | 1,498,042 | $153.2M | 0.03% | +20.6% |
| 36 | Holocene Advisors#36 · 1,418,397 sh | 1,418,397 | $145.0M | 0.33% | New |
| 37 | VANGUARD FIDUCIARY#37 · 1,394,265 sh | 1,394,265 | $142.6M | 0.03% | +1.9% |
| 38 | DEUTSCHE BANK AG\#38 · 1,382,823 sh | 1,382,823 | $141.4M | 0.04% | +0.2% |
| 39 | BANK OF AMERICA#39 · 1,343,986 sh | 1,343,986 | $137.4M | <0.01% | -11.6% |
| 40 | Neuberger Berman Group#40 · 1,264,165 sh | 1,264,165 | $129.3M | 0.09% | +5.7% |
| 41 | Bank of New York Mellon#41 · 1,249,298 sh | 1,249,298 | $127.7M | 0.02% | -13.8% |
| 42 | Sumitomo Mitsui#42 · 1,239,100 sh | 1,239,100 | $126.7M | 0.07% | -0.4% |
| 43 | SILVERCREST ASSET MANAGEMENT GROUP#43 · 1,194,395 sh | 1,194,395 | $122.1M | 0.80% | -3.1% |
| 44 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#44 · 1,099,800 sh | 1,099,800 | $112.5M | 0.02% | -11.0% |
| 45 | Atalan Capital Partners#45 · 1,088,500 sh | 1,088,500 | $111.3M | 6.83% | +3.6% |
| 46 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#46 · 987,754 sh | 987,754 | $101.0M | 0.04% | -3.4% |
| 47 | BROWN ADVISORY#47 · 982,552 sh | 982,552 | $100.5M | 0.16% | +7.4% |
| 48 | PARNASSUS INVESTMENTS#48 · 952,964 sh | 952,964 | $97.4M | — | +17.6% |
| 49 | D. E. Shaw#49 · 938,328 sh | 938,328 | $95.9M | 0.05% | +37.5% |
| 50 | Polar Capital Plc#50 · 806,376 sh | 806,376 | $82.5M | 0.19% | +23.6% |
| 51 | COMMERCE BANK#51 · 753,951 sh | 753,951 | $77.1M | 0.34% | -1.0% |
| 52 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#52 · 751,810 sh | 751,810 | $76.9M | 0.06% | +6.9% |
| 53 | BNP PARIBAS FINANCIAL MARKETS#53 · 709,462 sh | 709,462 | $72.5M | 0.03% | +596.4% |
| 54 | Junto Capital Management#54 · 693,604 sh | 693,604 | $70.9M | 1.24% | New |
| 55 | CI INVESTMENTS#55 · 611,249 sh | 611,249 | $62.5M | 0.20% | -2.4% |
| 56 | Quantinno Capital Management#56 · 586,331 sh | 586,331 | $60.0M | 0.07% | -11.2% |
| 57 | RHUMBLINE ADVISERS#57 · 581,163 sh | 581,163 | $59.4M | 0.04% | -1.8% |
| 58 | STEADFAST CAPITAL MANAGEMENT#58 · 534,533 sh | 534,533 | $54.7M | 1.67% | +294.2% |
| 59 | Chescapmanager#59 · 528,457 sh | 528,457 | $54.0M | 4.60% | 0.0% |
| 60 | Gotham Asset Management#60 · 525,408 sh | 525,408 | $53.7M | 0.13% | +12.0% |
| 61 | PRINCIPAL FINANCIAL GROUP#61 · 499,990 sh | 499,990 | $51.1M | 0.03% | +1.6% |
| 62 | RAYMOND JAMES FINANCIAL#62 · 485,576 sh | 485,576 | $49.7M | 0.01% | -40.5% |
| 63 | SEI INVESTMENTS#63 · 477,991 sh | 477,991 | $48.9M | 0.04% | -5.0% |
| 64 | SCHRODER INVESTMENT MANAGEMENT GROUP#64 · 458,086 sh | 458,086 | $46.9M | 0.03% | -9.4% |
| 65 | Tensile Capital Management#65 · 446,042 sh | 446,042 | $45.6M | 6.30% | -17.6% |
| 66 | Swiss National Bank#66 · 441,955 sh | 441,955 | $45.2M | 0.02% | +0.2% |
| 67 | Retirement Systems of Alabama#67 · 422,461 sh | 422,461 | $43.2M | 0.13% | -9.2% |
| 68 | JUPITER ASSET MANAGEMENT LTD#68 · 422,248 sh | 422,248 | $43.2M | 0.21% | +2.5% |
| 69 | TD ASSET MANAGEMENT#69 · 419,464 sh | 419,464 | $42.9M | 0.04% | +30.1% |
| 70 | COOKSON PEIRCE#70 · 411,179 sh | 411,179 | $42.0M | 1.39% | -5.1% |
| 71 | Nuveen#71 · 409,662 sh | 409,662 | $41.9M | 0.01% | -17.7% |
| 72 | Pictet Asset Management Holding SA#72 · 377,642 sh | 377,642 | $38.6M | 0.04% | -15.9% |
| 73 | WELLS FARGO & COMPANY#73 · 360,344 sh | 360,344 | $36.8M | <0.01% | -8.3% |
| 74 | OSTERWEIS CAPITAL MANAGEMENT#74 · 353,146 sh | 353,146 | $36.1M | 1.70% | -0.3% |
| 75 | Unisphere Establishment#75 · 353,000 sh | 353,000 | $36.1M | 0.31% | 0.0% |
| 76 | CIBC Bancorp USA#76 · 348,135 sh | 348,135 | $35.6M | 0.04% | -24.7% |
| 77 | BARCLAYS PLC#77 · 341,640 sh | 341,640 | $34.9M | <0.01% | -12.1% |
| 78 | MILLENNIUM MANAGEMENT#78 · 338,780 sh | 338,780 | $34.6M | 0.01% | -21.0% |
| 79 | NOMURA ASSET MANAGEMENT INTERNATIONAL#79 · 331,350 sh | 331,350 | $33.9M | 0.05% | +11.8% |
| 80 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#80 · 326,340 sh | 326,340 | $33.4M | 0.02% | -20.1% |
| 81 | Legal & General Group Plc#81 · 316,811 sh | 316,811 | $32.4M | <0.01% | -7.1% |
| 82 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#82 · 310,496 sh | 310,496 | $31.7M | 0.11% | -8.1% |
| 83 | B. Metzler seel. Sohn & AG#83 · 305,102 sh | 305,102 | $31.2M | 0.27% | +1.1% |
| 84 | Dorsal Capital Management#84 · 300,000 sh | 300,000 | $30.7M | 1.09% | New |
| 85 | Freestone Grove Partners#85 · 295,214 sh | 295,214 | $30.2M | 0.19% | New |
| 86 | ARGENT CAPITAL MANAGEMENT#86 · 291,309 sh | 291,309 | $29.8M | — | -28.3% |
| 87 | Artemis Investment Management LLP#87 · 287,923 sh | 287,923 | $29.4M | — | -1.1% |
| 88 | Clearbridge Investments#88 · 273,998 sh | 273,998 | $28.0M | 0.02% | -18.7% |
| 89 | South Street Advisors#89 · 267,135 sh | 267,135 | $27.3M | 3.55% | -0.9% |
| 90 | OP Asset Management Ltd#90 · 256,490 sh | 256,490 | $26.2M | 0.28% | +11.2% |
| 91 | USS Investment Management Ltd#91 · 255,664 sh | 255,664 | $26.1M | 0.09% | New |
| 92 | ENVESTNET ASSET MANAGEMENT#92 · 251,421 sh | 251,421 | $25.7M | <0.01% | +4.3% |
| 93 | Ensign Peak Advisors#93 · 241,382 sh | 241,382 | $24.7M | 0.04% | +0.1% |
| 94 | Avalon#94 · 236,090 sh | 236,090 | $24.1M | 1.49% | -0.5% |
| 95 | Vident Advisory#95 · 232,151 sh | 232,151 | $23.7M | 0.17% | -0.3% |
| 96 | LMR Partners LLP#96 · 231,521 sh | 231,521 | $23.7M | 0.09% | +28.6% |
| 97 | VANGUARD ASSET MANAGEMENT, Ltd#97 · 212,448 sh | 212,448 | $21.7M | 0.01% | +5.7% |
| 98 | STRS OHIO#98 · 203,900 sh | 203,900 | $20.8M | 0.08% | +9.4% |
| 99 | Hook Mill Capital Partners#99 · 199,945 sh | 199,945 | $20.4M | 1.90% | +2631.9% |
| 100 | COMMUNITY & INVESTMENT#100 · 194,630 sh | 194,630 | $19.9M | — | -0.7% |
Funds that sold out of USFD in Q2 2026 (83)
Held USFD at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.