US FOODS HOLDING CORP (USFD) Institutional Ownership
USFD is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $425.94M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Lone Pine Capital, which reported ownership valued at approximately $350.03M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Lone Pine Capital's USFD position is now estimated to be worth approximately $355.87M, representing an estimated gain of +1.67% since the filing period.
Major shareholders tracked on this page include Lone Pine Capital, Parnassus Endeavor Fund, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks asset manager ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward US FOODS HOLDING CORP (USFD).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 3 | $425,937,264 | 4,619,209 |
| Q4 2025 | 3 | $91,462,885 | 1,214,324 |
| Q3 2025 | 3 | $105,078,145 | 1,371,419 |
| Q2 2025 | 3 | $124,099,323 | 1,611,470 |
| Q1 2025 | 2 | $95,318,466 | 1,456,133 |
| Q4 2024 | 1 | $41,285,520 | 612,000 |
| Q3 2024 | 2 | $11,264,649 | 183,165 |
| Q1 2024 | 1 | $583 | 10,800 |
| Q4 2023 | 1 | $6,348 | 139,800 |
| Q3 2023 | 1 | $10,640 | 268,000 |
| Q2 2023 | 1 | $4,567 | 103,800 |
| Q1 2023 | 1 | $30,634 | 829,300 |
Related USFD Institutional Insights:
- USFD Institutional Ownership & Insiders Activity
- USFD Institutional Ownership & 13F Activity
- USFD Top Institutional Shareholders
- USFD Institutional Buying Activity
- USFD Institutional Selling Activity
- Consumer Defensive Sector Institutional Ownership
- Consumer Defensive Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Consumer Defensive Stocks By Institutional Investors
- Most Sold Consumer Defensive Stocks By Institutional Investors
- USFD Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings