UNITED NAT FOODS INC UNFI
COM · Common Stock · CUSIP 911163103 · ISIN US9111631035
American health and organic food wholesaler
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($20.9m this quarter). Holder counts are more reliable. Shares outstanding: 60.5m as of 2026-06-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $45.69. Options: 8 managers hold calls ($21.1m notional), 9 hold puts ($34.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 281 |
| Q4 2022 | 281 |
| Q1 2023 | 261 |
| Q2 2023 | 248 |
| Q3 2023 | 230 |
| Q4 2023 | 243 |
| Q1 2024 | 224 |
| Q2 2024 | 223 |
| Q3 2024 | 233 |
| Q4 2024 | 260 |
| Q1 2025 | 273 |
| Q2 2025 | 269 |
| Q3 2025 | 283 |
| Q4 2025 | 316 |
| Q1 2026 | 353 |
| Q2 2026 | 360 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 93 | 106 |
| Q4 2024 | 135 | 102 |
| Q1 2025 | 129 | 124 |
| Q2 2025 | 144 | 125 |
| Q3 2025 | 133 | 131 |
| Q4 2025 | 147 | 141 |
| Q1 2026 | 200 | 135 |
| Q2 2026 | 182 | 154 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $45.1m | $44.0m | 0.98 |
| Q4 2025 | $25.7m | $31.2m | 1.21 |
| Q1 2026 | $26.0m | $32.5m | 1.25 |
| Q2 2026 | $21.1m | $34.5m | 1.64 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +711.9k |
| AMERICAN CENTURY COMPANIES INC | Added | +535.2k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +275.0k |
| Swedbank AB | Added | +230.0k |
| HENNESSY ADVISORS INC | New | +185.5k |
| Amundi | Added | +181.3k |
| HSBC HOLDINGS PLC | Added | +171.3k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +143.8k |
| CAPITAL FUND MANAGEMENT S.A. | Added | +130.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +120.6k |
Biggest sellers
| MARSHALL WACE, LLP | Reduced | -532.1k |
| VALUEWORKS LLC | Sold out | -307.1k |
| LAKEWOOD CAPITAL MANAGEMENT, LP | Reduced | -305.0k |
| Trexquant Investment LP | Reduced | -237.0k |
| Invesco Ltd. | Reduced | -177.8k |
| FRANKLIN RESOURCES INC | Reduced | -174.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -157.1k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -146.1k |
| PANAGORA ASSET MANAGEMENT INC | Reduced | -128.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -113.0k |
Biggest calls
| JANE STREET GROUP, LLC | Reduced | $6.5m142.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.6m122.5k shares |
| IMC-Chicago, LLC | Added | $3.4m73.8k shares |
| CITADEL ADVISORS LLC | Reduced | $3.1m68.6k shares |
| Walleye Capital LLC | Added | $1.4m30.2k shares |
| Walleye Trading LLC | Added | $566.3k12.4k shares |
| GROUP ONE TRADING LLC | Added | $274.0k6.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $269.5k5.9k shares |
Biggest puts
| Parallax Volatility Advisers, L.P. | Added | $25.3m554.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.1m112.7k shares |
| CITADEL ADVISORS LLC | Added | $2.1m44.9k shares |
| JANE STREET GROUP, LLC | Added | $1.0m22.1k shares |
| IMC-Chicago, LLC | Reduced | $534.3k11.7k shares |
| Walleye Capital LLC | Added | $278.6k6.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $118.7k2.6k shares |
| Walleye Trading LLC | Reduced | $95.9k2.1k shares |
| GROUP ONE TRADING LLC | Reduced | $4.6k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-30 | 15.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.2% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution new · filed 2026-05-01 | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $499.7k | $499.7k |
| Q1 2025 | 0 | — | 1 | $438.4k | $438.4k |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $411.5k | $411.5k |
| Q4 2025 | 0 | — | 2 | $468.2k | — |
| Q1 2026 | 1 | $573.0k | 0 | — | — |
| Q2 2026 | 0 | — | 2 | $765.6k | $250.0k |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-23 | Bushway Mark President, Natural & CSCO | Sold | $515.6k10.0k shares |
| 2026-05-06 | Benedict Danielle Chief Human Resources Officer | Sold plan | $250.0k4.8k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 10.5m $477.6m | Added +48.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 4.5m $203.9m | Added +120.6k |
| AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio | 3.9m $176.8m | Added +535.2k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 3.5m $161.3m | Added +24.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.6m $118.3m | Added +12.8k |
| STATE STREET CORP 0.00% of their portfolio | 2.5m $112.3m | Added +81.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.8m $80.0m | Added +275.0k |
| SG Americas Securities, LLC 0.04% of their portfolio | 1.6m $74.5m | Reduced -101.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.5m $70.5m | Added +711.9k |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 1.5m $70.4m | Reduced -44.1k |
| Nuveen, LLC 0.01% of their portfolio | 1.3m $61.3m | Added +16.4k |
| Invesco Ltd. 0.00% of their portfolio | 1.2m $55.7m | Reduced -177.8k |
| Senvest Management, LLC 1.58% of their portfolio | 1.2m $53.9m | Reduced -56.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 960.9k $43.9m | Reduced -113.0k |
| MORGAN STANLEY 0.00% of their portfolio | 946.4k $43.2m | Reduced -105.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 755.0k $34.5m | Added +45.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 731.9k $33.4m | Added +21.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 702.5k $32.1m | Added +94.7k |
| FMR LLC 0.00% of their portfolio | 524.7k $24.0m | Added +48.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 499.1k $23.2m | Added +28.7k |
| JCP Investment Management, LLC 12.07% of their portfolio | 494.4k $22.6m | Unchanged |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.37% of their portfolio | 456.2k $20.8m | Reduced -23.2k |
| Swedbank AB 0.02% of their portfolio | 446.0k $20.4m | Added +230.0k |
| Empowered Funds, LLC 0.10% of their portfolio | 421.8k $19.3m | Reduced -11.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 408.8k $18.7m | Reduced -2.2k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 404.3k $18.5m | Added +13.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 355.8k $16.3m | Added +2.9k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 0.83% of their portfolio | 350.0k $16.0m | Reduced -305.0k |
| River Road Asset Management, LLC 0.17% of their portfolio | 337.9k $15.4m | Added +113.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 325.5k $14.9m | Reduced -34.1k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 258.6k $11.8m | Added +171.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 249.0k $11.4m | Reduced -157.1k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 235.2k $10.7m | Reduced -55.8k |
| Hauser Brothers GmbH 12.14% of their portfolio | 220.7k $10.1m | Added +32.2k |
| Trexquant Investment LP 0.06% of their portfolio | 213.5k $9.7m | Reduced -237.0k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 208.7k $9.5m | Reduced -9.3k |
| CITIGROUP INC 0.00% of their portfolio | 197.4k $9.0m | Added +112.7k |
| Amundi 0.00% of their portfolio | 193.4k $8.8m | Added +181.3k |
| UBS Group AG 0.00% of their portfolio | 189.1k $8.6m | Reduced -47.7k |
| HENNESSY ADVISORS INC 0.27% of their portfolio | 185.5k $8.5m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 183.3k $8.4m | Reduced -12.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 182.3k $8.3m | Added +143.8k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 176.4k $8.1m | Added +30.5k |
| TOWLE & CO 2.68% of their portfolio | 173.5k $7.9m | Reduced -39.8k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 173.3k $7.9m | Reduced -18.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 172.5k $7.9m | Added +13.8k |
| Erste Asset Management GmbH 0.06% of their portfolio | 165.3k $8.0m | Reduced -10.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 164.7k $7.5m | Reduced -2.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 159.8k $7.3m | Reduced -32.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 158.9k $7.3m | Reduced -2.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 157.7k $7.2m | Reduced -21.1k |
| CAPITAL FUND MANAGEMENT S.A. 0.05% of their portfolio | 151.4k $6.9m | Added +130.5k |
| Legal & General Group Plc 0.00% of their portfolio | 150.0k $6.9m | Added +2.2k |
| AXIOM INVESTORS LLC /DE 0.06% of their portfolio | 145.9k $6.7m | Added +1.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 138.2k $6.3m | Reduced -2.5k |
| OP Asset Management Ltd 0.07% of their portfolio | 134.9k $6.2m | Added +13.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 133.7k $6.1m | Reduced -367 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 130.2k $5.9m | Added +37.0k |
| Swiss National Bank 0.00% of their portfolio | 121.9k $5.6m | Added +1.4k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 118.5k $5.4m | Reduced -59.5k |
| Susquehanna Portfolio Strategies, LLC 0.08% of their portfolio | 106.7k $4.9m | Reduced -35.8k |
| Voleon Capital Management LP 0.08% of their portfolio | 99.1k $4.5m | Added +76.2k |
| GW&K Investment Management, LLC 0.03% of their portfolio | 94.3k $4.3m | Reduced -100 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 91.6k $4.2m | Added +10.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 91.6k $4.2m | Added +12.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 91.1k $4.2m | Reduced -146.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 87.4k $4.0m | Reduced -174.0k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 86.9k $4.0m | Added +1.2k |
| NIA IMPACT ADVISORS, LLC 1.64% of their portfolio | 86.5k $4.0m | Added +2.2k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.88% of their portfolio | 84.0k $3.8m | Reduced -21.0k |
| ZACKS INVESTMENT MANAGEMENT 0.03% of their portfolio | 82.9k $3.8m | Added +4.7k |
| MARTINGALE ASSET MANAGEMENT L P 0.09% of their portfolio | 80.9k $3.7m | Added +10.0k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 80.4k $3.7m | Reduced -532.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 73.4k $3.3m | Added +6.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 73.3k $3.3m | Added +15.4k |
| Phocas Financial Corp. 0.46% of their portfolio | 72.3k $3.3m | Reduced -4.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 70.2k $3.2m | Reduced -897 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 68.7k $3.1m | Reduced -6.1k |
| Quantinno Capital Management LP 0.00% of their portfolio | 68.7k $3.1m | Added +4.2k |
| Knights of Columbus Asset Advisors LLC 0.15% of their portfolio | 67.4k $3.1m | Added +400 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 65.3k $3.0m | Added +11.4k |
| INTECH INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 63.3k $2.9m | Reduced -59.7k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 62.4k $2.9m | Added +21.6k |
| Y-Intercept (Hong Kong) Ltd 0.06% of their portfolio | 61.6k $2.8m | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 59.8k $2.7m | Reduced -7.6k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 57.3k $2.6m | New |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 56.4k $2.6m | Reduced -128.6k |
| Sanctuary Advisors, LLC 0.01% of their portfolio | 54.6k $2.5m | Added +48.6k |
| GABELLI FUNDS LLC 0.02% of their portfolio | 53.0k $2.4m | Reduced -7.0k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 52.6k $2.4m | Reduced -5.1k |
| Corient Private Wealth LP 0.00% of their portfolio | 51.3k $2.3m | Added +318 |
| GROUP ONE TRADING LLC 0.07% of their portfolio | 49.8k $2.3m | Reduced -11.2k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 48.4k $2.2m | Reduced -14.6k |
| XTX Topco Ltd 0.03% of their portfolio | 47.9k $2.2m | Added +31.3k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.03% of their portfolio | 45.6k $2.1m | Reduced -16.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 44.9k $2.1m | Added +3.7k |
| Mariner, LLC 0.00% of their portfolio | 43.2k $2.0m | Reduced -2.3k |
| CAXTON ASSOCIATES LLP 0.04% of their portfolio | 42.0k $1.9m | Reduced -6.7k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 41.7k $1.9m | Added +21.8k |
| BARCLAYS PLC 0.00% of their portfolio | 41.6k $1.9m | Reduced -16.4k |