US FOODS HLDG CORP USFD
COM · Common Stock · CUSIP 912008109 · ISIN US9120081099
Food companies and a foodservice distributor
- SectorConsumer staples
- IndustryWholesale-Groceries & Related Products
- HeadquartersRosemont, IL
- FilingsSEC EDGAR
* 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 ($104.2m this quarter). Holder counts are more reliable. Shares outstanding: 216.3m as of 2026-07-31, 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 ≈ $102.16. Options: 9 managers hold calls ($30.5m notional), 10 hold puts ($26.7m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 301 |
| Q4 2022 | 318 |
| Q1 2023 | 356 |
| Q2 2023 | 399 |
| Q3 2023 | 396 |
| Q4 2023 | 423 |
| Q1 2024 | 441 |
| Q2 2024 | 453 |
| Q3 2024 | 506 |
| Q4 2024 | 585 |
| Q1 2025 | 598 |
| Q2 2025 | 636 |
| Q3 2025 | 647 |
| Q4 2025 | 648 |
| Q1 2026 | 678 |
| Q2 2026 | 669 |
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 | 277 | 196 |
| Q4 2024 | 305 | 215 |
| Q1 2025 | 291 | 305 |
| Q2 2025 | 321 | 275 |
| Q3 2025 | 306 | 315 |
| Q4 2025 | 285 | 345 |
| Q1 2026 | 343 | 306 |
| Q2 2026 | 304 | 357 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $22.4m | $19.0m | 0.85 |
| Q4 2025 | $12.1m | $16.7m | 1.38 |
| Q1 2026 | $18.0m | $27.4m | 1.53 |
| Q2 2026 | $30.5m | $26.7m | 0.88 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +7.3m |
| Boston Partners | Added | +2.2m |
| VIKING GLOBAL INVESTORS LP | New | +1.7m |
| T. Rowe Price Investment Management, Inc. | Added | +1.7m |
| Holocene Advisors, LP | New | +1.4m |
| LONE PINE CAPITAL LLC | Added | +1.1m |
| Junto Capital Management LP | New | +693.6k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +607.6k |
| GOLDMAN SACHS GROUP INC | Added | +585.0k |
| Avantyr Capital Partners, LP | Added | +558.2k |
Biggest sellers
| FMR LLC | Reduced | -4.8m |
| Capital World Investors | Reduced | -2.6m |
| Capital International Investors | Sold out | -1.9m |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -1.2m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -1.0m |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -634.1k |
| Qube Research & Technologies Ltd | Sold out | -513.0k |
| JPMORGAN CHASE & CO | Reduced | -494.7k |
| Invesco Ltd. | Reduced | -442.1k |
| JANE STREET GROUP, LLC | Reduced | -432.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.3m101.0k shares |
| CITADEL ADVISORS LLC | Added | $8.0m78.4k shares |
| JANE STREET GROUP, LLC | Added | $7.4m72.3k shares |
| PEAK6 LLC | Added | $2.2m21.6k shares |
| IMC-Chicago, LLC | Reduced | $2.0m19.9k shares |
| SIMPLEX TRADING, LLC | Added | $276.1k2.7k shares |
| GROUP ONE TRADING LLC | Added | $153.4k1.5k shares |
| Walleye Capital LLC | Added | $81.8k800 shares |
| Walleye Trading LLC | New | $40.9k400 shares |
Biggest puts
| BRANT POINT INVESTMENT MANAGEMENT LLC | Reduced | $8.2m800 shares |
| ExodusPoint Capital Management, LP | New | $5.5m53.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.0m39.6k shares |
| IMC-Chicago, LLC | Added | $3.9m38.6k shares |
| JANE STREET GROUP, LLC | New | $3.5m34.4k shares |
| CITADEL ADVISORS LLC | Reduced | $940.7k9.2k shares |
| TWO SIGMA INVESTMENTS, LP | Added | $449.9k4.4k shares |
| Walleye Capital LLC | Reduced | $102.2k1.0k shares |
| Walleye Trading LLC | New | $81.8k800 shares |
| SIMPLEX TRADING, LLC | Reduced | $10.2k100 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 |
|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution +3.2 pts · filed 2026-07-08 | 10.4% |
| BlackRock, Inc. 13G · institution filed 2026-07-30 | 9.0% |
| Boston Partners 13G · institution +1.2 pts · filed 2026-08-04 | 7.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: FMR LLC (4.1%, 2026-08-06), Capital World Investors (3.5%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL 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 | — | 0 | — | — |
| Q1 2025 | 1 | $284.2k | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $1.8m | $1.8m |
| Q3 2025 | 0 | — | 1 | $600.0k | $600.0k |
| Q4 2025 | 0 | — | 1 | $4.2m | — |
| Q1 2026 | 0 | — | 2 | $10.6m | $4.2m |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 2 | $3.6m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-13 | Taylor Randy J Officer | Sold | $1.3m11.6k shares |
| 2026-08-07 | Hancock William Spencer Officer | Sold | $2.4m21.8k 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 |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.41% of their portfolio | 23.0m $2.4bn | Added +7.3m |
| BlackRock, Inc. 0.03% of their portfolio | 20.8m $2.1bn | Added +410.1k |
| Boston Partners 1.69% of their portfolio | 18.6m $1.9bn | Added +2.2m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.05% of their portfolio | 10.1m $1.0bn | Reduced -66.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 10.0m $1.0bn | Added +59.3k |
| FMR LLC 0.04% of their portfolio | 8.9m $914.0m | Reduced -4.8m |
| T. Rowe Price Investment Management, Inc. 0.49% of their portfolio | 7.3m $750.9m | Added +1.7m |
| STATE STREET CORP 0.02% of their portfolio | 7.0m $715.1m | Added +117.2k |
| Invesco Ltd. 0.05% of their portfolio | 5.7m $580.1m | Reduced -442.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.31% of their portfolio | 5.4m $556.6m | Reduced -634.1k |
| Capital World Investors 0.06% of their portfolio | 5.2m $531.8m | Reduced -2.6m |
| LONE PINE CAPITAL LLC 3.07% of their portfolio | 4.9m $502.5m | Added +1.1m |
| D1 Capital Partners L.P. 1.32% of their portfolio | 4.5m $460.3m | Added +218.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 4.2m $430.6m | Reduced -234.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.0m $413.8m | Reduced -1.2m |
| PRIMECAP MANAGEMENT CO/CA/ 0.24% of their portfolio | 4.0m $407.0m | Added +34.1k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 3.5m $353.1m | Added +30.2k |
| MORGAN STANLEY 0.02% of their portfolio | 3.2m $323.4m | Reduced -147.7k |
| BESSEMER GROUP INC 0.41% of their portfolio | 2.9m $295.3m | Reduced -38.4k |
| ALLIANCEBERNSTEIN L.P. 0.09% of their portfolio | 2.9m $263.4m | Added +202.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.09% of their portfolio | 2.8m $292.2m | Reduced -1.0m |
| NORGES BANK 0.03% of their portfolio | 2.8m $287.0m | Not comparable |
| BANK OF MONTREAL /CAN/ 0.10% of their portfolio | 2.7m $277.1m | Reduced -2.0k |
| Artisan Partners Limited Partnership 0.44% of their portfolio | 2.7m $272.3m | Reduced -357.3k |
| Avantyr Capital Partners, LP 8.13% of their portfolio | 2.2m $220.8m | Added +558.2k |
| Pertento Partners LLP 15.82% of their portfolio | 2.2m $220.1m | Added +298.7k |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 2.1m $217.1m | Added +87.9k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.9m $195.8m | Added +26.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.7m $177.6m | Added +29.0k |
| VIKING GLOBAL INVESTORS LP 0.51% of their portfolio | 1.7m $177.3m | New |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.7m $171.2m | Reduced -494.7k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.7m $169.7m | Added +585.0k |
| UBS Group AG 0.03% of their portfolio | 1.6m $164.6m | Reduced -383.7k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 1.6m $156.7m | Reduced -169.3k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.5m $153.2m | Added +256.1k |
| Holocene Advisors, LP 0.33% of their portfolio | 1.4m $145.0m | New |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 1.4m $142.6m | Added +26.1k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 1.4m $141.4m | Added +2.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.3m $137.4m | Reduced -176.3k |
| NEUBERGER BERMAN GROUP LLC 0.09% of their portfolio | 1.3m $129.3m | Added +68.4k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.2m $127.7m | Reduced -199.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 1.2m $126.7m | Reduced -4.4k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.80% of their portfolio | 1.2m $122.1m | Reduced -38.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.1m $112.5m | Reduced -135.5k |
| Atalan Capital Partners, LP 6.83% of their portfolio | 1.1m $111.3m | Added +37.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 987.8k $101.0m | Reduced -35.1k |
| BROWN ADVISORY INC 0.16% of their portfolio | 982.6k $100.5m | Added +68.1k |
| PARNASSUS INVESTMENTS, LLC 0.26% of their portfolio | 953.0k $97.4m | Added +142.9k |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 938.3k $95.9m | Added +255.8k |
| Polar Capital Holdings Plc 0.23% of their portfolio | 806.4k $82.5m | Added +154.2k |
| COMMERCE BANK 0.34% of their portfolio | 754.0k $77.1m | Reduced -7.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio | 751.8k $76.9m | Added +48.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 709.5k $72.5m | Added +607.6k |
| Junto Capital Management LP 1.31% of their portfolio | 693.6k $70.9m | New |
| CI INVESTMENTS INC. 0.20% of their portfolio | 611.2k $62.5m | Reduced -15.3k |
| Quantinno Capital Management LP 0.07% of their portfolio | 586.3k $60.0m | Reduced -73.7k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 581.2k $59.4m | Reduced -10.6k |
| STEADFAST CAPITAL MANAGEMENT LP 1.67% of their portfolio | 534.5k $54.7m | Added +398.9k |
| Chescapmanager LLC 7.02% of their portfolio | 528.5k $54.0m | Unchanged |
| Gotham Asset Management, LLC 0.13% of their portfolio | 525.4k $53.7m | Added +56.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 500.0k $51.1m | Added +7.7k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 485.6k $49.7m | Reduced -330.3k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 478.0k $48.9m | Reduced -25.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 458.1k $46.9m | Reduced -47.3k |
| Tensile Capital Management LP 6.30% of their portfolio | 446.0k $45.6m | Reduced -95.0k |
| Swiss National Bank 0.02% of their portfolio | 442.0k $45.2m | Added +900 |
| Retirement Systems of Alabama 0.13% of their portfolio | 422.5k $43.2m | Reduced -42.6k |
| JUPITER ASSET MANAGEMENT LTD 0.21% of their portfolio | 422.2k $43.2m | Added +10.3k |
| TD Asset Management Inc 0.04% of their portfolio | 419.5k $42.9m | Added +97.1k |
| COOKSON PEIRCE & CO INC 1.39% of their portfolio | 411.2k $42.0m | Reduced -22.3k |
| Nuveen, LLC 0.01% of their portfolio | 409.7k $41.9m | Reduced -88.1k |
| Pictet Asset Management Holding SA 0.04% of their portfolio | 377.6k $38.6m | Reduced -71.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 360.3k $36.8m | Reduced -32.6k |
| OSTERWEIS CAPITAL MANAGEMENT INC 1.70% of their portfolio | 353.1k $36.1m | Reduced -937 |
| Unisphere Establishment 0.31% of their portfolio | 353.0k $36.1m | Unchanged |
| CIBC Bancorp USA Inc. 0.04% of their portfolio | 348.1k $35.6m | Reduced -114.2k |
| BARCLAYS PLC 0.01% of their portfolio | 341.6k $34.9m | Reduced -46.9k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 338.8k $34.6m | Reduced -89.8k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.05% of their portfolio | 331.4k $33.9m | Added +35.1k |
| California Public Employees Retirement System 0.02% of their portfolio | 326.3k $33.4m | Reduced -81.9k |
| Legal & General Group Plc 0.01% of their portfolio | 316.8k $32.4m | Reduced -24.4k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.11% of their portfolio | 310.5k $31.7m | Reduced -27.3k |
| B. Metzler seel. Sohn & Co. AG 0.27% of their portfolio | 305.1k $31.2m | Added +3.2k |
| Dorsal Capital Management, LP 1.10% of their portfolio | 300.0k $30.7m | New |
| Freestone Grove Partners LP 0.20% of their portfolio | 295.2k $30.2m | New |
| ARGENT CAPITAL MANAGEMENT LLC 0.94% of their portfolio | 291.3k $29.8m | Reduced -115.0k |
| Artemis Investment Management LLP 0.26% of their portfolio | 287.9k $29.4m | Reduced -3.3k |
| Clearbridge Investments, LLC 0.02% of their portfolio | 274.0k $28.0m | Reduced -63.0k |
| South Street Advisors LLC 3.55% of their portfolio | 267.1k $27.3m | Reduced -2.4k |
| OP Asset Management Ltd 0.28% of their portfolio | 256.5k $26.2m | Added +25.7k |
| USS Investment Management Ltd 0.10% of their portfolio | 255.7k $26.1m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 255.4k $26.1m | Reduced -5.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 251.4k $25.7m | Added +10.3k |
| Ensign Peak Advisors, Inc 0.04% of their portfolio | 241.4k $24.7m | Added +193 |
| Avalon Trust Co 1.49% of their portfolio | 236.1k $24.1m | Reduced -1.2k |
| Vident Advisory, LLC 0.18% of their portfolio | 232.2k $23.7m | Reduced -623 |
| LMR Partners LLP 0.17% of their portfolio | 231.5k $23.7m | Added +51.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 212.4k $21.7m | Added +11.4k |
| STRS OHIO 0.08% of their portfolio | 203.9k $20.8m | Added +17.5k |
| Hook Mill Capital Partners, LP 1.90% of their portfolio | 199.9k $20.4m | Added +192.6k |