US FOODS HOLDING CORP (USFD) Institutional Buying Activity
Institutional investors tracked by InsiderSet increased exposure to US FOODS HOLDING CORP (USFD) during the quarter ended June 30, 2026 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.
The largest institutional buyer of USFD during the latest reporting period was Lone Pine Capital, which increased its reported USFD position by approximately $350.03M based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in USFD exposure during the quarter.
Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward US FOODS HOLDING CORP (USFD). InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.
The investors highlighted on this page collectively added approximately $751.00M in reported USFD exposure during the latest filing period, reflecting continued institutional interest in US FOODS HOLDING CORP's growth initiatives and strategic positioning.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2026 | Viking Global Investors | Buy | 1,734,346 | 1,734,346 | $177,336,879 |
| Q2 2026 | Lone Pine Capital | Buy | 1,118,494 | 4,914,492 | $502,506,807 |
| Q2 2026 | Parnassus Endeavor Fund | Buy | 142,869 | 952,964 | $97,440,569 |
| Q1 2026 | Lone Pine Capital | Buy | 3,795,998 | 3,795,998 | $350,028,976 |
| Q1 2026 | Sequoia Financial Advisors | Buy | 3,101 | 13,116 | $1,209,428 |
| Q1 2026 | Parnassus Endeavor Fund | Buy | 1,986 | 810,095 | $74,698,860 |
| Q4 2025 | Sequoia Financial Advisors | Buy | 4,487 | 10,015 | $754,331 |
| Q3 2025 | Sequoia Financial Advisors | Buy | 2,221 | 5,528 | $423,577 |
| Q2 2025 | Renaissance Technologies LLC | Buy | 221,900 | 697,300 | $53,699,073 |
| Q1 2025 | Parnassus Endeavor Fund | Buy | 556,515 | 980,733 | $64,198,782 |
| Q4 2024 | Renaissance Technologies LLC | Buy | 432,200 | 612,000 | $41,285,520 |
| Q3 2024 | Renaissance Technologies LLC | Buy | 169,000 | 179,800 | $11,057,700 |
| Q3 2024 | Sequoia Financial Advisors | Buy | 3,365 | 3,365 | $206,949 |
| Q3 2023 | Renaissance Technologies LLC | Buy | 164,200 | 268,000 | $10,640 |
| Q1 2023 | Renaissance Technologies LLC | Buy | 266,700 | 829,300 | $30,634 |
| Q3 2022 | Renaissance Technologies LLC | Buy | 863,900 | 1,095,300 | $28,960 |
| Q2 2022 | Renaissance Technologies LLC | Buy | 172,257 | 231,400 | $7,099 |
| Q4 2020 | Renaissance Technologies LLC | Buy | 28,843 | 59,143 | $1,970 |
| Q4 2019 | Parnassus Endeavor Fund | Buy | 1,085,128 | 5,325,261 | $223,075 |
| Q3 2019 | Parnassus Endeavor Fund | Buy | 1,363,102 | 4,240,133 | $174,269 |
| Q3 2019 | Renaissance Technologies LLC | Buy | 1,334,605 | 2,350,905 | $96,622 |
| Q2 2019 | Parnassus Endeavor Fund | Buy | 2,877,031 | 2,877,031 | $102,883 |
| Q2 2019 | Renaissance Technologies LLC | Buy | 327,600 | 1,016,300 | $36,343 |
| Q4 2018 | Renaissance Technologies LLC | Buy | 439,500 | 1,289,600 | $40,803 |
| Q1 2018 | Renaissance Technologies LLC | Buy | 161,000 | 1,893,900 | $62,063 |
| Q4 2017 | Renaissance Technologies LLC | Buy | 578,000 | 1,732,900 | $55,331 |
| Q2 2017 | Renaissance Technologies LLC | Buy | 1,177,600 | 1,177,600 | $32,054 |
| Q2 2016 | Appaloosa Management | Buy | 739,675 | 739,675 | $17,930 |
Frequently asked questions about USFD activity
Which institutional owners are buying USFD?
Institutional owners buying USFD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in USFD activity?
"Buy" means an investor increased their reported position in USFD compared to the prior reporting period. This reflects growing exposure to US FOODS HOLDING CORP (USFD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in USFD increasing?
Institutional interest in USFD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.