Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in USFD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 20.4M | $1.88B | +2.1% | 9.279% | 0.03% |
| 2 | Boston Partners | 16.4M | $1.51B | +1.2% | 7.444% | 1.58% |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 15.8M | $1.45B | +14.3% | 7.152% | 0.27% |
| 4 | FMR LLC | 13.8M | $1.27B | -4.5% | 6.256% | 0.07% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10.2M | $940.7M | β | 4.632% | 0.05% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 9.9M | $913.0M | β | 4.496% | 0.02% |
| 7 | Capital World Investors | 7.8M | $716.9M | -39.6% | 3.531% | 0.10% |
| 8 | STATE STREET CORP | 6.9M | $634.1M | +0.8% | 3.123% | 0.02% |
| 9 | Invesco Ltd. | 6.1M | $563.9M | -24.9% | 2.777% | 0.09% |
| 10 | VICTORY CAPITAL MANAGEMENT INC | 6.1M | $560.4M | +26.2% | 2.760% | 0.36% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 5.3M | $485.9M | +29.4% | 2.392% | 0.03% |
| 12 | D1 Capital Partners L.P. | 4.3M | $395.0M | 0.0% | 1.945% | 3.52% |
| 13 | PRIMECAP MANAGEMENT CO/CA/ | 3.9M | $363.9M | +0.9% | 1.792% | 0.29% |
| 14 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.8M | $358.2M | -14.7% | 1.740% | 0.12% |
| 15 | LONE PINE CAPITAL LLC | 3.8M | $350.0M | β | 1.724% | 2.79% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 3.4M | $315.6M | -6.0% | 1.554% | 0.07% |
| 17 | MORGAN STANLEY | 3.3M | $305.2M | +9.5% | 1.503% | 0.02% |
| 18 | Artisan Partners Limited Partnership | 3.0M | $278.5M | -3.4% | 1.371% | 0.45% |
| 19 | BANK OF MONTREAL /CAN/ | 2.7M | $250.0M | -5.4% | 1.231% | 0.09% |
| 20 | ALLIANCEBERNSTEIN L.P. | 2.7M | $199.9M | +226.3% | 1.205% | 0.06% |
| 21 | AMERIPRISE FINANCIAL INC | 2.0M | $187.7M | +34.6% | 0.924% | 0.04% |
| 22 | UBS Group AG | 2.0M | $183.8M | +69.7% | 0.905% | 0.03% |
| 23 | NORTHERN TRUST CORP | 1.9M | $174.1M | +1.4% | 0.858% | 0.02% |
| 24 | Capital International Investors | 1.9M | $171.8M | β | 0.846% | 0.04% |
| 25 | Pertento Partners LLP | 1.9M | $170.9M | +10.5% | 0.842% | 18.14% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in USFD β a direct measure of their conviction.
Filings activity in USFD during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new USFD position in Q1 2026
Institutions that fully closed their USFD position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 660 | +3.9% | 95.68% | +15.06 pp | $19.66B | +19% |
| Q4 2025 | 635 | +1.3% | 80.62% | 0.75 pp | $16.57B | 0.9% |
| Q3 2025 | 627 | +0.5% | 81.37% | 1.39 pp | $16.72B | 1.7% |
| Q2 2025 | 624 | +7.2% | 82.76% | +12.71 pp | $17.01B | +18% |
| Q1 2025 | 582 | +1.7% | 70.05% | 0.22 pp | $14.40B | 0.3% |
| Q4 2024 | 572 | +16% | 70.27% | +6.98 pp | $14.44B | +11% |
| Q3 2024 | 492 | +11% | 63.29% | +0.93 pp | $13.01B | +1.5% |
| Q2 2024 | 443 | β | 62.36% | β | $12.81B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying USFD stock.
Based on Q1 2026 13F filings, institutional ownership of US Foods Holding Corp. stands at 95.7%, held across 660 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of USFD, with approximately 20,435,274 shares worth $1.88B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of USFD, including LONE PINE CAPITAL LLC.
Our composite Smart Money Score for USFD is 65 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
121 institutions opened new positions in USFD during Q1 2026, while 96 fully exited. 449 added to existing positions and 87 trimmed.
USFD institutional ownership rose by 15.06 percentage points quarter-over-quarter, with a net change of +25 holders.
The top 10 institutions account for 53.1% of all reported 13F value in USFD, and the top 25 account for 74.4%.
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.
US Foods Holding Corp. (USFD) Institutional Ownership