US Foods Holding Corp.: which funds bought and sold
Institutions that bought and sold US Foods Holding shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 301 institutions that filed 13F reports for both quarters added to or opened positions in US Foods Holding, and 355 cut or closed them. Together they added a net 1.3M shares, +0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.5M shares (+4.2%); index fund managers were net sellers of 629K shares (−1.1%). 73 opened a new position and 82 sold out entirely.
Bought, Q2 2026 301 institutions, 73 of them new holders Sold, Q2 2026 355 institutions, 82 of them sold out
Net change, all compared +1.3M shares (+0.6%)
Net change, active managers +4.5M shares (+4.2%), 36 bought, 43 sold
Buyers versus sellers
301 bought 81 355 sold
Active managers and hedge funds 36 bought · 43 sold · +4.5M
Index fund managers 8 bought · 4 sold · −629K
Other institutions 257 bought · 308 sold · −2.6M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | +7.3M +46.1% | 23.0M | $2.4B |
| Boston Partners Active manager | +2.2M +13.5% | 18.6M | $1.9B |
| Viking Global Investors LP Hedge fund | +1.7M New position | 1.7M | $177M |
| T. Rowe Price Investment Management, Inc. Active manager | +1.7M +29.4% | 7.3M | $751M |
| Holocene Advisors, LP Hedge fund | +1.4M New position | 1.4M | $145M |
| Lone Pine Capital LLC Hedge fund | +1.1M +29.5% | 4.9M | $503M |
| Junto Capital Management LP Hedge fund | +694K New position | 694K | $70.9M |
| BNP Paribas Financial Markets | +608K +596.4% | 709K | $72.5M |
| Goldman Sachs Group Inc | +585K +54.4% | 1.7M | $170M |
| Avantyr Capital Partners, LP | +558K +34.9% | 2.2M | $221M |
| Blackrock, Inc. Index funds | +410K +2.0% | 20.8M | $2.1B |
| Steadfast Capital Management LP Hedge fund | +399K +294.2% | 535K | $54.7M |
| Dorsal Capital Management, LP Hedge fund | +300K New position | 300K | $30.7M |
| Pertento Partners LLP | +299K +16.1% | 2.2M | $220M |
| Freestone Grove Partners LP Hedge fund | +295K New position | 295K | $30.2M |
| Franklin Resources Inc Active manager | +256K +20.6% | 1.5M | $153M |
| D. E. Shaw & Co., Inc. Hedge fund | +256K +37.5% | 938K | $95.9M |
| USS Investment Management Ltd | +256K New position | 256K | $26.1M |
| D1 Capital Partners L.P. Hedge fund | +218K +5.1% | 4.5M | $460M |
| Alliancebernstein L.P. Active manager | +203K +7.6% | 2.9M | $263M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | +7.3M +46.1% | 23.0M | $2.4B |
| Boston Partners Active manager | +2.2M +13.5% | 18.6M | $1.9B |
| Viking Global Investors LP Hedge fund | +1.7M New position | 1.7M | $177M |
| T. Rowe Price Investment Management, Inc. Active manager | +1.7M +29.4% | 7.3M | $751M |
| Holocene Advisors, LP Hedge fund | +1.4M New position | 1.4M | $145M |
| Lone Pine Capital LLC Hedge fund | +1.1M +29.5% | 4.9M | $503M |
| Junto Capital Management LP Hedge fund | +694K New position | 694K | $70.9M |
| Steadfast Capital Management LP Hedge fund | +399K +294.2% | 535K | $54.7M |
| Dorsal Capital Management, LP Hedge fund | +300K New position | 300K | $30.7M |
| Freestone Grove Partners LP Hedge fund | +295K New position | 295K | $30.2M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | −4.8M −35.1% | 8.9M | $914M |
| Capital World Investors Active manager | −2.6M −33.1% | 5.2M | $532M |
| Capital International Investors Active manager | −1.9M Sold out | 0 | — |
| Geode Capital Management, LLC Index funds | −1.2M −23.2% | 4.0M | $414M |
| Massachusetts Financial Services Co Active manager | −1.0M −26.1% | 2.8M | $292M |
| Victory Capital Management Inc Active manager | −634K −10.4% | 5.4M | $557M |
| Qube Research & Technologies Ltd Hedge fund | −513K Sold out | 0 | — |
| Jpmorgan Chase & Co | −495K −23.0% | 1.7M | $171M |
| Invesco Ltd. | −442K −7.2% | 5.7M | $580M |
| Jane Street Group, LLC | −432K −95.6% | 20K | $2M |
| Caisse De Depot Et Placement Du Quebec | −389K Sold out | 0 | — |
| Montanova Capital, LLC Hedge fund | −389K −98.3% | 6,920 | $707,570 |
| Glenview Capital Management, LLC Hedge fund | −384K Sold out | 0 | — |
| UBS Group AG | −384K −19.2% | 1.6M | $165M |
| Artisan Partners Limited Partnership Active manager | −357K −11.8% | 2.7M | $272M |
| Raymond James Financial Inc | −330K −40.5% | 486K | $49.7M |
| Price T Rowe Associates Inc Active manager | −234K −5.3% | 4.2M | $431M |
| Clearfield Capital Management LP | −232K Sold out | 0 | — |
| Danske Bank A/S | −223K −82.4% | 47K | $4.9M |
| Driehaus Capital Management LLC Active manager | −211K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | −4.8M −35.1% | 8.9M | $914M |
| Capital World Investors Active manager | −2.6M −33.1% | 5.2M | $532M |
| Capital International Investors Active manager | −1.9M Sold out | 0 | — |
| Massachusetts Financial Services Co Active manager | −1.0M −26.1% | 2.8M | $292M |
| Victory Capital Management Inc Active manager | −634K −10.4% | 5.4M | $557M |
| Qube Research & Technologies Ltd Hedge fund | −513K Sold out | 0 | — |
| Montanova Capital, LLC Hedge fund | −389K −98.3% | 6,920 | $707,570 |
| Glenview Capital Management, LLC Hedge fund | −384K Sold out | 0 | — |
| Artisan Partners Limited Partnership Active manager | −357K −11.8% | 2.7M | $272M |
| Price T Rowe Associates Inc Active manager | −234K −5.3% | 4.2M | $431M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Viking Global Investors LPHedge fund | 1.7M | $177M |
| Holocene Advisors, LPHedge fund | 1.4M | $145M |
| Junto Capital Management LPHedge fund | 694K | $70.9M |
| Dorsal Capital Management, LPHedge fund | 300K | $30.7M |
| Freestone Grove Partners LPHedge fund | 295K | $30.2M |
| USS Investment Management Ltd | 256K | $26.1M |
| Baird Financial Group, Inc. | 171K | $17.5M |
| Alberta Investment Management Corp | 84K | $8.6M |
| Marshall Wace, LLPHedge fund | 72K | $7.4M |
| Howland Capital Management LLC | 60K | $6.1M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Capital International InvestorsActive manager | 1.9M | $172M |
| Qube Research & Technologies LtdHedge fund | 513K | $47.3M |
| Caisse De Depot Et Placement Du Quebec | 389K | $35.9M |
| Glenview Capital Management, LLCHedge fund | 384K | $35.4M |
| Clearfield Capital Management LP | 232K | $21.4M |
| Driehaus Capital Management LLCActive manager | 211K | $19.4M |
| Alyeska Investment Group, L.P.Hedge fund | 198K | $18.3M |
| Citadel Advisors LLCHedge fund | 181K | $16.7M |
| Sessa Capital Im, L.P.Hedge fund | 111K | $10.2M |
| Moran Wealth Management, LLC | 96K | $8.8M |
Who holds the shares
- Institutions reporting
- 664
- Ten largest holders
- 49.6% of 13F-reported shares
- Index fund managers
- 24.5% of 13F-reported shares
- Active managers and hedge funds
- 47.7% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 36 | 43 | 9 | 16 | +4.5M | +4.2% |
| Index fund managers | 8 | 4 | 0 | 0 | −629K | −1.1% |
| Other institutions | 257 | 308 | 64 | 66 | −2.6M | −4.0% |