Ticker · CUSIP 912008109

USFD

US FOODS HLDG CORP

Consumer Defensive·Food Distribution

···Share

Holders (tracked)

Combined shares

29,511,160

Combined value

$2.22B

Last close

$93.69

Quarter

2025Q4

Price is +24.4% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$93.69+31.50 (+50.65%)H $101.98 · L $61.15 · Avg Vol 2.3M

Congress buyCongress sell

Tracked holders · last 8 quarters

+1 vs previous quarter over the last 8.

SEC event timeline

23 events

Dan Sundheim (D1 Capital) added2026-02-17
+922,274 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) exited2026-02-17
−223,991 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2026-02-17
−68,828 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+3,981 shares · 2025Q4
Position
Two Sigma Investments opened position2026-02-17
+42,247 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−2,829 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+3,353,396 shares · 2025Q4
Position
Wellington Management added2026-02-17
+904,556 shares · 2025Q4
Position
Larry Robbins (Glenview Capital) added2026-02-17
+72,434 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) trimmed2026-02-13
−2,862 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−93,000 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+2,560,390 shares · 2025Q4
Position
D.E. Shaw & Co. added2025-11-14
+90,492 shares · 2025Q3
Position
AQR Capital Management trimmed2025-11-14
−749,389 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+89,659 shares · 2025Q3
Position
Dan Sundheim (D1 Capital) added2025-11-14
+2,329,200 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+19,140 shares · 2025Q3
Position
Wellington Management added2025-11-14
+1,599,033 shares · 2025Q3
Position
Larry Robbins (Glenview Capital) trimmed2025-11-14
−313,552 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−2,394,658 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) added2025-11-13
+156,122 shares · 2025Q3
Position
Renaissance Technologies trimmed2025-11-13
−208,100 shares · 2025Q3
Position
Norges Bank (Norway SWF) added2025-11-12
+669,767 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for USFD →

Follow-the-investor returns

If you'd copied each holder of USFD…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Two Sigma Investments	2016Q4	$34.48	+171.7%	$4.0M
Norges Bank (Norway SWF)	2016Q2	$41.75	+124.4%	$239.9M
Larry Robbins (Glenview Capital)	2021Q4	$50.62	+85.1%	$106.6M
Wellington Management	2017Q3	$55.34	+69.3%	$1.29B
AQR Capital Management	2017Q3	$62.81	+49.2%	$202.9M
Renaissance Technologies	2017Q2	$69.00	+35.8%	$37.1M
T. Rowe Price	2017Q2	$72.05	+30.0%	$390.3M
Ray Dalio (Bridgewater Associates)	2020Q1	$72.81	+28.7%	$22.5M
Dan Sundheim (D1 Capital)	2025Q1	$73.65	+27.2%	$401.3M
Steve Cohen (Point72)	2016Q3	$75.05	+24.8%	$8.2M
Steve Cohen (Point72)	2016Q3	$75.05	+24.8%	$8.2M
D.E. Shaw & Co.	2016Q3	$75.32	+24.4%	$2.5M
Izzy Englander (Millennium Mgmt)	2016Q2	$75.35	+24.3%	$46.2M
Izzy Englander (Millennium Mgmt)	2016Q2	$75.35	+24.3%	$46.2M
Ken Griffin (Citadel Advisors)	2016Q2	$75.92	+23.4%	$5.0M
Ken Griffin (Citadel Advisors)	2016Q2	$75.92	+23.4%	$5.0M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Norges Bank (Norway SWF)
+2,560,390
$192.8M
Two Sigma Investments
+42,247
$3.2M

Added to5

Dan Sundheim (D1 Capital)
+922,274
$69.5M
Wellington Management
+904,556
$68.1M
Larry Robbins (Glenview Capital)
+72,434
$5.5M
AQR Capital Management
+3,981
$300K
T. Rowe Price
+3,353,396
$253K

Trimmed4

Renaissance Technologies
−93,000
$7.0M
D.E. Shaw & Co.
−68,828
$5.2M
Ray Dalio (Bridgewater Associates)
−2,862
$216K
Izzy Englander (Millennium Mgmt)
−2,829
$213K

Exited1

Ken Griffin (Citadel Advisors)
−223,991
$17.2M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	13	27,412,461	$78.53B	—
2022Q2	17	30,883,835	$63.31B	+4
2022Q3	17	30,564,254	$808.1M	—
2022Q4	17	31,909,103	$1.09B	—
2023Q1	17	40,407,582	$1.49B	—
2023Q2	19	39,403,044	$1.73B	+2
2023Q3	18	36,120,626	$1.43B	-1
2023Q4	19	36,077,495	$1.64B	+1
2024Q1	18	39,851,949	$2.15B	-1
2024Q2	18	41,693,867	$2.21B	—
2024Q3	18	22,956,480	$1.41B	—
2024Q4	16	11,434,160	$771.3M	-2
2025Q1	15	19,533,428	$1.28B	-1
2025Q2	16	21,244,187	$1.64B	+1
2025Q3	15	22,081,992	$1.69B	-1
2025Q4	16	29,511,160	$2.22B	+1

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-09-23	Valerie Hoyle	Sell	$1K – $15K	PDF ↗
2025-08-13	Lisa McClain	Sell	$1K – $15K	PDF ↗
2025-07-10	Lisa McClain	Buy	$1K – $15K	PDF ↗
2024-10-29	Valerie Hoyle	Buy	$1K – $15K	PDF ↗

Who owns USFD

16 super-investors · 2025Q4

Tracked stake

29.51M

Combined value

$2.22B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New2Added5Trim5Sold2Held2

#	Manager	Shares	Value	% of book	Last action
1	Wellington Management	13.78M	$1.04B	0.2%	Added+904.6K
2	Dan Sundheim D1 Capital	4.28M	$323M	3.0%	Added+922.3K
3	T. Rowe Price	4.17M	$314M	0.0%	Added+3.35M
4	Norges Bank Norway SWF	2.56M	$193M	0.0%	New+2.56M
5	AQR Capital Management	2.17M	$163M	0.1%	Added+4.0K
6	Larry Robbins Glenview Capital	1.14M	$86M	1.7%	Added+72.4K
7	Izzy Englander Millennium Mgmt	492.6K	$37M	0.0%	Trim−2.8K
8	Renaissance Technologies	396.2K	$30M	0.0%	Trim−93.0K
9	Ray Dalio Bridgewater Associates	240.5K	$18M	0.1%	Trim−2.9K
10	Steve Cohen Point72	87.4K	$7M	0.0%	Held
11	Ken Griffin Citadel Advisors	53.8K	$4M	0.0%	Sold−224.0K
12	Ken Griffin Citadel Advisors	46.7K	$4M	0.0%	Sold−224.0K
13	Two Sigma Investments	42.2K	$3M	0.0%	New+42.2K
14	D.E. Shaw & Co.	26.3K	$2M	0.0%	Trim−68.8K
15	Steve Cohen Point72	21.9K	$2M	0.0%	Held
16	Izzy Englander Millennium Mgmt	10.4K	$783K	0.0%	Trim−2.8K

Recent moves

20 transactions

ADDDan Sundheim (D1 Capital)
+922,274 · 2025Q4
ADDLarry Robbins (Glenview Capital)
+72,434 · 2025Q4
ADDT. Rowe Price
+3,353,396 · 2025Q4
ADDAQR Capital Management
+3,981 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−2,829 · 2025Q4
TRIMD.E. Shaw & Co.
−68,828 · 2025Q4
ADDWellington Management
+904,556 · 2025Q4
NEWTwo Sigma Investments
+42,247 · 2025Q4
SOLDKen Griffin (Citadel Advisors)
−223,991 · 2025Q4
TRIMRay Dalio (Bridgewater Associates)
−2,862 · 2025Q4
TRIMRenaissance Technologies
−93,000 · 2025Q4
NEWNorges Bank (Norway SWF)
+2,560,390 · 2025Q4
ADDD.E. Shaw & Co.
+90,492 · 2025Q3
TRIMAQR Capital Management
−749,389 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+89,659 · 2025Q3
ADDDan Sundheim (D1 Capital)
+2,329,200 · 2025Q3
ADDT. Rowe Price
+19,140 · 2025Q3
ADDWellington Management
+1,599,033 · 2025Q3
TRIMLarry Robbins (Glenview Capital)
−313,552 · 2025Q3
SOLDNorges Bank (Norway SWF)
−2,394,658 · 2025Q3

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