| 0.00% |
| 4 | JPMORGAN CHASE & CO | 1.6M | $148.6M | -17.3% | 3.819% | 0.01% |
| 5 | STATE STREET CORP | 1.5M | $144.8M | +6.8% | 3.695% | 0.00% |
| 6 | VICTORY CAPITAL MANAGEMENT INC | 1.4M | $130.1M | -20.8% | 3.319% | 0.07% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.0M | $96.2M | +5.6% | 2.454% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 993K | $95.4M | +1.6% | 2.433% | 0.02% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 964K | $92.6M | +6.3% | 2.362% | 0.00% |
| 10 | FMR LLC | 948K | $91.1M | +11.3% | 2.324% | 0.00% |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 943K | $90.6M | -19.9% | 2.312% | 0.03% |
| 12 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 899K | $86.4M | -30.2% | 2.203% | 0.13% |
| 13 | Invesco Ltd. | 816K | $78.4M | -21.2% | 1.999% | 0.01% |
| 14 | Select Equity Group, L.P. | 765K | $73.6M | +38.7% | 1.876% | 0.36% |
| 15 | D. E. Shaw & Co., Inc. | 683K | $65.6M | +123.9% | 1.673% | 0.03% |
| 16 | ALLIANCEBERNSTEIN L.P. | 1.1M | $64.0M | -12.6% | 2.637% | 0.02% |
| 17 | KENNEDY CAPITAL MANAGEMENT LLC | 652K | $62.7M | -3.8% | 1.598% | 1.11% |
| 18 | JENNISON ASSOCIATES LLC | 577K | $55.5M | -5.8% | 1.414% | 0.03% |
| 19 | FEDERATED HERMES, INC. | 509K | $48.9M | +0.0% | 1.247% | 0.07% |
| 20 | NORTHERN TRUST CORP | 494K | $47.4M | +8.1% | 1.210% | 0.01% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 443K | $42.6M | +2.0% | 1.087% | 0.01% |
| 22 | AMERIPRISE FINANCIAL INC | 440K | $42.3M | +194.2% | 1.079% | 0.01% |
| 23 | VOYA INVESTMENT MANAGEMENT LLC | 422K | $40.6M | +2050.2% | 1.034% | 0.04% |
| 24 | GOLDMAN SACHS GROUP INC | 417K | $40.1M | -33.0% | 1.022% | 0.00% |
| 25 | MORGAN STANLEY | 402K | $38.7M | -49.1% | 0.986% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CHEF — a direct measure of their conviction.
| 92.95% |
| 0.30 pp |
| $2.00B |
| +12% |
| Q4 2024 | 187 | 4.1% | 93.25% | +2.85 pp | $1.79B | +24% |
| Q3 2024 | 195 | — | 90.40% | — | $1.44B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
68 institutions opened new positions in CHEF during Q2 2026, while 29 fully exited. 195 added to existing positions and 19 trimmed.
CHEF institutional ownership fell by 0.41 percentage points quarter-over-quarter, with a net change of +40 holders.
The top 10 institutions account for 47.7% of all reported 13F value in CHEF, and the top 25 account for 71.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The Chefs' Warehouse, Inc. (CHEF) Institutional Ownership