Mustard Seed Investor logo: a sprouting mustard seedMustard Seed Investor
← All stocks
USFDConsumer StaplesCommon Stock

US Foods Holding Corp

Held by 10 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 912008109 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

Download report
In plain English: 10 of the investors we track own this stock. In the latest quarter, 5 of them bought more of it and 5 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
10
-1 vs last quarter (like-for-like)
Total value held
$3.10B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.6%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$715.67M
+34.1% vs last quarter
Net shares bought
+4.8M
Est. net flow +$491.87M
Quarter activity
5 bought · 5 sold
1 new · 2 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns USFD?

🔒 The 'who added and who trimmed' chart is a Plus feature

You're viewing the Free plan. Upgrade to unlock The 'who added and who trimmed' chart — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.

See plans & upgrade Sign in

Who owns USFD? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Boston Partners Boston Partners Global Investors 18.61M $1.90B 1.7% Added +2.2M +13.5% +$226.09M
2 Stephen Mandel Lone Pine Capital 4.91M $502.51M 3.1% Added +1.1M +29.5% +$114.37M
3 Norges Bank Norges Bank Investment Management 2.81M $287.01M 0.0% — — — —
4 Andreas Halvorsen Viking Global Investors 1.73M $177.34M 0.5% New +1.7M — +$177.34M
5 Parnassus Investments Parnassus Investments LLC 952.96K $97.44M 0.3% Added +142.9K +17.6% +$14.61M
6 David Shaw D.E. Shaw & Co. 938.33K $95.94M 0.1% Added +255.8K +37.5% +$26.16M
7 Israel Englander Millennium Management 338.78K $34.64M 0.0% Reduced -89.8K -21.0% -$9.18M
8 Two Sigma Two Sigma Investments 42.25K $4.32M 0.0% Reduced -20.6K -32.8% -$2.11M
9 Ray Dalio Bridgewater Associates 25.75K $2.63M 0.0% Reduced -32.6K -55.9% -$3.33M
10 Barrow Hanley Barrow Hanley Mewhinney & Strauss 277 $28.32K 0.0% Held 0 0.0% $0

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Larry Robbins Glenview Capital -384.0K $35.41M
Ken Griffin Citadel Advisors -180.7K $16.66M

Politician trades

Politician trades in USFD

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.