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USFD — US FOODS HLDG CORP

Reported value held$12.50B
Funds holding (latest)52
SectorConsumer Discretionary
Funds holding (Q2 2026)38
Institutional value$10.64B · 108.21M sh
New / Add / Cut / Exit3 / 14 / 20 / 4
Top-5 / Top-10 concentration61.2% / 78.3%
Institutional holdings change Accumulating +3.9% (+4.01M sh)
Institutional value change Up +15.6%

As of Q2 2026, 38 SEC-registered investment managers reported holding USFD (US FOODS HLDG CORP) in their latest 13F filings, with a combined reported value of $10.64B across 108.21M shares. That is +3.9% by share count (+4.01M shares) versus the previous quarter, while reported value moved +15.6%. Ownership is concentrated: the five largest holders account for 61.2% of reported value and the top ten for 78.3%.

Compared with the prior quarter, 3 opened new positions, 14 added to existing stakes, 20 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

USFD is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Wellington Management Group history Q2 2026 23.01M $2.35B 0.43% Add
BlackRock Inc history Q2 2026 20.85M $2.13B 0.03% Add
Vanguard Group history Q4 2025 21.88M $1.65B 0.02% Reduce
Fidelity Management & Research (FMR) history Q2 2026 8.94M $914.02M 0.04% Reduce
Invesco Ltd history Q2 2026 5.67M $580.10M 0.05% Reduce
Capital World Investors history Q2 2026 5.20M $531.78M 0.07% Reduce
Lone Pine Capital history Q2 2026 4.91M $502.51M 3.07% Add
Geode Capital Management history Q2 2026 4.05M $413.82M 0.02% Reduce
Morgan Stanley history Q2 2026 3.16M $323.38M 0.02% Reduce
MFS Investment Management history Q2 2026 2.83M $292.16M 0.10% Reduce
Norges Bank Investment Management history Q2 2026 2.81M $287.01M 0.03% Add
Northern Trust Corp history Q2 2026 1.91M $195.80M 0.02% Add
Charles Schwab Investment Management history Q2 2026 1.74M $177.62M 0.02% Add
Viking Global Investors history Q2 2026 1.73M $177.34M 0.51% New
JPMorgan Chase & Co history Q2 2026 1.66M $171.16M 0.02% New
Goldman Sachs Group history Q2 2026 1.66M $169.69M 0.01% Add
UBS Group AG history Q2 2026 1.61M $164.62M 0.02% Reduce
AQR Capital Management history Q2 2026 1.55M $156.74M 0.06% Reduce
Franklin Resources history Q2 2026 1.50M $153.17M 0.04% Add
Deutsche Bank AG history Q2 2026 1.38M $141.39M 0.04% Hold

View all 52 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Wellington Management Group 3.15M 2.99M 2.52M 2.66M 2.37M 2.71M 2.73M 2.67M 2.87M 3.22M 3.79M 9.67M 12.11M 11.41M 11.84M 11.28M 12.88M 13.78M 15.75M 23.01M
BlackRock Inc — — — — — — — — — — — — 20.70M 20.62M 20.47M 20.74M 20.25M 20.01M 20.44M 20.85M
Fidelity Management & Research (FMR) 20.67M 24.07M 25.56M 25.49M 25.81M 25.50M 24.53M 23.15M 22.54M 22.72M 22.98M 23.11M 21.98M 19.52M 18.21M 15.29M 15.36M 14.42M 13.78M 8.94M
Invesco Ltd 16.62M 15.89M 14.57M 14.00M 12.77M 13.29M 12.05M 11.94M 10.36M 9.49M 10.52M 9.53M 6.23M 6.20M 7.55M 7.51M 8.16M 8.15M 6.12M 5.67M
Capital World Investors — — — — — — — — — — — — 4.36K 11.45K 6.94M 10.51M 11.66M 12.86M 7.78M 5.20M
Lone Pine Capital — — — — — — — — — — — — — — — — — — 3.80M 4.91M
Geode Capital Management 2.64M 2.74M 2.84M 2.83M 2.61M 2.73M 2.86M 3.30M 3.39M 3.49M 3.64M 3.73M 3.97M 3.85M 3.93M 3.99M 4.07M 4.07M 5.27M 4.05M
Morgan Stanley 1.43M 989.41K 504.71K 1.04M 603.24K 909.12K 820.11K 910.72K 1.05M 1.02M 1.90M 1.26M 1.35M 2.55M 2.45M 2.86M 3.10M 3.02M 3.31M 3.16M
MFS Investment Management — — — — — — 2.84M 3.95M 4.03M 4.06M 4.49M 6.55M 6.84M 6.59M 5.97M 6.13M 5.72M 4.49M 3.83M 2.83M
Norges Bank Investment Management — — — — — 2.03M — — — 2.39M — 2.31M — 3.13M — 2.39M — 2.56M — 2.81M
Northern Trust Corp 974.59K 980.31K 949.36K 933.01K 870.32K 884.58K 1.51M 1.61M 1.63M 1.62M 1.38M 1.63M 1.62M 2.03M 2.00M 1.96M 1.96M 1.86M 1.89M 1.91M
Charles Schwab Investment Management 1.39M 1.44M 1.51M 1.54M 1.47M 1.51M 1.50M 1.59M 1.57M 1.58M 1.59M 1.60M 1.71M 1.66M 1.65M 1.68M 1.65M 1.66M 1.71M 1.74M
Viking Global Investors — — — — — — — — — — — — — — — — — — — 1.73M
JPMorgan Chase & Co 10.97M 9.40M 7.26M 6.78M 7.16M 6.80M 6.14M 6.40M 5.35M 5.35M 5.58M 300 5.10K 4.30M 2.68M 2.39M 2.33M 2.35M — 1.66M
Goldman Sachs Group 2.63M 648.79K 1.13M 824.69K 781.00K 580.96K 427.24K 573.70K 602.50K 591.12K 416.40K 476.13K 633.26K 1.06M 941.73K 940.39K 1.01M 1.32M 1.13M 1.66M
UBS Group AG 1.62M 274.41K 407.68K 364.31K 168.33K 134.41K 45.21K 68.50K 267.00K 129.06K 177.73K 249.57K 163.41K 2.06M 1.08M 1.20M 1.24M 1.17M 1.99M 1.61M
AQR Capital Management — 24.41K 196.85K 441.02K 301.94K 337.16K 451.18K 459.88K 558.45K 418.50K 346.70K 407.10K 492.63K 1.15M 2.54M 2.91M 2.16M 2.17M 1.72M 1.55M
Franklin Resources 12.43K 11.62K 11.66K 11.27K 10.79K 10.87K 10.01K 10.69K 20.00K 13.01K 12.29K 12.90K 11.27K 11.19K 36.54K 47.78K 85.75K 85.23K 1.24M 1.50M
Deutsche Bank AG 1.56M 209.46K 186.32K 183.02K 132.27K 145.10K 86.44K 83.60K 51.94K 104.24K 50.58K 80.42K 84.65K 152.05K 355.33K 736.47K 1.18M 1.53M 1.38M 1.38M
Bank of America Corp 516.51K 484.28K 1.78M 1.05M 471.77K 524.22K 741.42K 644.02K 621.69K 556.03K 947.94K 978.30K 1.21M 1.92M 1.56M 1.33M 1.05M 1.01M 1.52M 1.34M

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