USFDNYSEWholesale-Groceries & Related ProductsFiscal year ends January 2
US Foods Holding Corp.
Financials through Q2 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Aug 6, 2026
$100.38−1.58 (-1.55%)
Close on Oct 19, 2026
- Market cap
- $22.18B
- P/E (TTM)
- 30.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
236M of 216M shares
Institutional holders
667
82 new, 82 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 8 sales
Net sold $18.45M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wellington Group Holdings LLP | 23,009,877 | 10.40% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 19,770,937 | 9.00% | 13G (passive) amendment | Jun 30, 2026 |
| Boston Partners | 17,304,271 | 7.86% | 13G (passive) amendment | Jun 30, 2025 |
| Wellington Management Group LLP | 15,750,520 | 7.20% | 13G (passive) amendment | Mar 31, 2026 |
| FMR LLC | 15,288,434 | 6.60% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Capital Management | 11,588,192 | 5.26% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of USFD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Wellington Management Group Llp | 23,009,877 | 10.64% | $2.35B | +7,259,357 | 0.41% |
| BlackRock, Inc. | 20,845,367 | 9.64% | $2.13B | +410,093 | 0.03% |
| Boston Partners | 18,606,610 | 8.60% | $1.90B | +2,212,173 | 1.69% |
| Vanguard Portfolio Management LLC | 10,135,613 | 4.69% | $1.04B | −66,102 | 0.05% |
| Vanguard Capital Management LLC | 9,960,262 | 4.60% | $1.02B | +59,348 | 0.02% |
| FMR LLC | 8,939,057 | 4.13% | $914.02M | −4,838,668 | 0.04% |
| T. Rowe Price Investment Management, Inc. | 7,343,328 | 3.39% | $750.86K | +1,669,585 | 0.49% |
| State Street Corp | 6,993,748 | 3.23% | $715.11M | +117,190 | 0.02% |
| Invesco Ltd. | 5,673,337 | 2.62% | $580.10M | −442,143 | 0.05% |
| Victory Capital Management Inc | 5,443,787 | 2.52% | $556.63M | −634,059 | 0.31% |
| Capital World Investors | 5,200,756 | 2.40% | $531.78M | −2,574,343 | 0.06% |
| Lone Pine Capital LLC | 4,914,492 | 2.27% | $502.51M | +1,118,494 | 3.07% |
| D1 Capital Partners L.P. | 4,501,964 | 2.08% | $460.33M | +218,490 | 1.32% |
| Price T Rowe Associates Inc /Md/ | 4,210,897 | 1.95% | $430.57K | −234,178 | 0.04% |
| Geode Capital Management, LLC | 4,046,079 | 1.87% | $413.82M | −1,222,755 | 0.02% |
| Primecap Management Co/Ca/ | 3,980,409 | 1.84% | $407.00M | +34,099 | 0.24% |
| Dimensional Fund Advisors LP | 3,453,114 | 1.60% | $353.09M | +30,221 | 0.06% |
| Morgan Stanley | 3,162,670 | 1.46% | $323.38M | −147,680 | 0.02% |
| Bessemer Group Inc | 2,888,303 | 1.34% | $295.33K | −38,393 | 0.41% |
| Alliancebernstein L.P. | 2,856,357 | 1.32% | $263.38M | +202,621 | 0.09% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 667 | 236M | 100.0% | 82 / 228 | 276 / 82 | 26M | 22M |
| Q1 2026 | 678 | 232M | 100.0% | 114 / 242 | 233 / 75 | 53M | 31M |
| Q4 2025 | 648 | 232M | 100.0% | 106 / 206 | 257 / 90 | 24M | 20M |
| Q3 2025 | 647 | 231M | 100.0% | 90 / 223 | 244 / 72 | 21M | 23M |
| Q2 2025 | 636 | 233M | 100.0% | 95 / 234 | 226 / 49 | 17M | 19M |
| Q1 2025 | 596 | 235M | 100.0% | 98 / 202 | 227 / 81 | 29M | 23M |
| Q4 2024 | 584 | 230M | 100.0% | 118 / 218 | 185 / 31 | 19M | 22M |
| Q3 2024 | 505 | 233M | 100.0% | 96 / 189 | 159 / 39 | 34M | 32M |
| Q2 2024 | 452 | 251M | 100.0% | 60 / 182 | 144 / 44 | 25M | 28M |
| Q1 2024 | 440 | 253M | 100.0% | 81 / 150 | 144 / 58 | 21M | 16M |
| Q4 2023 | 422 | 249M | 100.0% | 79 / 126 | 156 / 43 | 21M | 18M |
| Q3 2023 | 393 | 246M | 100.0% | 50 / 151 | 129 / 52 | 18M | 17M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of USFD | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 7,536,500 | 3.48% | $770.61M | 0.62% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 6,989,261 | 3.23% | $714.65M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 5,050,516 | 2.33% | $516.42M | 0.27% | Jun 30, 2026 |
| Vanguard Wellington Fund | 4,640,141 | 2.14% | $379.80M | 0.30% | May 31, 2026 |
| Disciplined Value Mid Cap Fund | 4,238,312 | 1.96% | $433.37M | 1.87% | Jun 30, 2026 |
| Disciplined Value Fund | 4,017,775 | 1.86% | $410.82M | 2.10% | Jun 30, 2026 |
| Victory Sycamore Established Value Fund | 3,535,000 | 1.63% | $361.45M | 2.34% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,199,326 | 1.48% | $327.13M | 0.48% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 3,034,264 | 1.40% | $310.25M | 1.35% | Jun 30, 2026 |
| American Balanced Fund | 2,930,691 | 1.35% | $299.66M | 0.10% | Jun 30, 2026 |
| Vanguard Primecap Fund | 2,729,700 | 1.26% | $279.11M | 0.29% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,525,520 | 1.17% | $258.23M | 0.26% | Jun 30, 2026 |
| Invesco Equity and Income Fund | 1,787,138 | 0.83% | $146.28M | 1.12% | May 31, 2026 |
| MFS Mid Cap Value Fund | 1,758,112 | 0.81% | $179.77M | 1.04% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,579,449 | 0.73% | $129.28M | 0.05% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David E. Flitman | See remarks, Director | 627,587 | 0.29% | Aug 17, 2026 |
| Randy J. Taylor | See Remarks | 80,049 | 0.04% | Aug 14, 2026 |
| William Spencer Hancock | See Remarks | 101,144 | 0.05% | Aug 11, 2026 |
| Dirk J. Locascio | EVP, Chief Financial Officer | 228,279 | 0.11% | Mar 31, 2026 |
| Steven Guberman | See Remarks | 149,434 | 0.07% | Mar 31, 2026 |
| James David Works Jr | See Remarks | 119,826 | 0.06% | Mar 31, 2026 |
| John A. Tonnison | See Remarks | 135,714 | 0.06% | Mar 31, 2026 |
| David L. Poe Jr | EVP, Chief Merchant | 42,678 | 0.02% | Mar 30, 2026 |
| AnnMarie M. Lobred | See Remarks | 5,587 | 0.00% | Mar 26, 2026 |
| Timothy D. Johnson | See Remarks | 38,670 | 0.02% | Mar 24, 2026 |
| Kristin M. Coleman | See Remarks | 1,069 | 0.00% | Aug 7, 2025 |
| Martha Ha | See Remarks | 34,869 | 0.02% | Mar 31, 2025 |
| David M. Tehle | Director | 39,510 | 0.02% | May 21, 2026 |
| Marla C. Gottschalk | Director | 16,482 | 0.01% | May 18, 2026 |
| Carl Andrew Pforzheimer | Director | 43,423 | 0.02% | May 18, 2026 |
| David W. Bullock | Director | 9,010 | 0.00% | May 18, 2026 |
| Ann Elizabeth Ziegler | Director | 35,132 | 0.02% | May 18, 2026 |
| Cheryl A. Bachelder | Director | 41,349 | 0.02% | May 18, 2026 |
| Quentin Roach | Director | 16,482 | 0.01% | May 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David E. Flitman See remarks, Director | Aug 14, 2026 | Gift | +29,000 | – | – | 29,000 |
| David E. Flitman See remarks, Director | Aug 14, 2026 | Gift | −29,000 | – | – | 468,587 |
| David E. Flitman See remarks, Director | Aug 14, 2026 | Gift | −130,000 | – | – | 338,587 |
| David E. Flitman See remarks, Director | Aug 14, 2026 | Gift | +130,000 | – | – | 130,000 |
| Randy J. Taylor See Remarks | Aug 13, 2026 | Option exercise | +6,431 | $33.56 | $215.82K | 80,049 |
| Randy J. Taylor See Remarks | Aug 13, 2026 | Sale | −5,199 | $110.34 | $573.66K | 73,618 |
| Randy J. Taylor See Remarks | Aug 13, 2026 | Option exercise | +5,199 | $34.56 | $179.68K | 78,817 |
| Randy J. Taylor See Remarks | Aug 13, 2026 | Sale | −6,431 | $110.40 | $709.98K | 73,618 |
| William Spencer Hancock See Remarks | Aug 7, 2026 | Sale | −21,754 | $108.29 | $2.36M | 101,144 |
| Randy J. Taylor See Remarks | Jun 5, 2026 | Tax withholding | −1,271 | $84.61 | $107.54K | 73,618 |
| David M. Tehle Director | May 19, 2026 | Tax withholding | −117 | $81.87 | $9.58K | 39,510 |
| David M. Tehle Director | May 19, 2026 | Option exercise | +406 | $23.50 | $9.54K | 39,916 |
| David M. Tehle Director | May 19, 2026 | Tax withholding | −117 | $81.87 | $9.58K | 39,799 |
| David M. Tehle Director | May 19, 2026 | Option exercise | +1,624 | $23.50 | $38.16K | 41,423 |
| David M. Tehle Director | May 19, 2026 | Tax withholding | −467 | $81.74 | $38.17K | 40,956 |
| David M. Tehle Director | May 19, 2026 | Option exercise | +406 | $23.50 | $9.54K | 39,627 |
| Ann Elizabeth Ziegler Director | May 14, 2026 | Award | +2,204 | – | – | 32,220 |
| Cheryl A. Bachelder Director | May 14, 2026 | Award | +2,204 | – | – | 35,349 |
| Marla C. Gottschalk Director | May 14, 2026 | Award | +2,204 | – | – | 16,482 |
| David M. Tehle Director | May 14, 2026 | Award | +2,204 | – | – | 39,221 |
| Quentin Roach Director | May 14, 2026 | Award | +2,204 | – | – | 16,482 |
| Carl Andrew Pforzheimer Director | May 14, 2026 | Award | +2,204 | – | – | 43,423 |
| David W. Bullock Director | May 14, 2026 | Award | +2,204 | – | – | 9,010 |
| Dirk J. Locascio EVP, Chief Financial Officer | Mar 30, 2026 | Other | +42,732 | – | – | 122,017 |
| Dirk J. Locascio EVP, Chief Financial Officer | Mar 30, 2026 | Sale(10b5-1 plan) | −20,000 | $91.19 | $1.82M | 106,262 |
| Dirk J. Locascio EVP, Chief Financial Officer | Mar 30, 2026 | Gift | −85,464 | – | – | 20,798 |
| Dirk J. Locascio EVP, Chief Financial Officer | Mar 30, 2026 | Other | +42,732 | – | – | 62,732 |
| James David Works Jr See Remarks | Mar 27, 2026 | Award | +25,011 | – | – | 119,826 |
| James David Works Jr See Remarks | Mar 27, 2026 | Tax withholding | −10,865 | $90.86 | $987.19K | 108,961 |
| James David Works Jr See Remarks | Mar 27, 2026 | Tax withholding | −2,223 | $90.86 | $201.98K | 106,738 |
| Randy J. Taylor See Remarks | Mar 27, 2026 | Award | +8,528 | – | – | 79,548 |
| Randy J. Taylor See Remarks | Mar 27, 2026 | Tax withholding | −3,868 | $90.86 | $351.45K | 75,680 |
| Randy J. Taylor See Remarks | Mar 27, 2026 | Tax withholding | −791 | $90.86 | $71.87K | 74,889 |
| David E. Flitman Chief Executive Officer, Director | Mar 27, 2026 | Tax withholding | −74,397 | $90.86 | $6.76M | 512,803 |
| David E. Flitman Chief Executive Officer, Director | Mar 27, 2026 | Tax withholding | −15,216 | $90.86 | $1.38M | 497,587 |
| David E. Flitman Chief Executive Officer, Director | Mar 27, 2026 | Award | +164,050 | – | – | 587,200 |
| John A. Tonnison See Remarks | Mar 27, 2026 | Tax withholding | −10,738 | $90.86 | $975.65K | 135,714 |
| John A. Tonnison See Remarks | Mar 27, 2026 | Tax withholding | −2,197 | $90.86 | $199.62K | 133,517 |
| John A. Tonnison See Remarks | Mar 27, 2026 | Award | +27,287 | – | – | 146,452 |
| Steven Guberman See Remarks | Mar 27, 2026 | Award | +30,696 | – | – | 149,434 |
| Steven Guberman See Remarks | Mar 27, 2026 | Tax withholding | −12,079 | $90.86 | $1.10M | 137,355 |
| Steven Guberman See Remarks | Mar 27, 2026 | Tax withholding | −2,471 | $90.86 | $224.52K | 134,884 |
| William Spencer Hancock See Remarks | Mar 27, 2026 | Tax withholding | −2,223 | $90.86 | $201.98K | 122,707 |
| William Spencer Hancock See Remarks | Mar 27, 2026 | Award | +25,011 | – | – | 135,795 |
| William Spencer Hancock See Remarks | Mar 27, 2026 | Tax withholding | −10,865 | $90.86 | $987.19K | 124,930 |
| Dirk J. Locascio EVP, Chief Financial Officer | Mar 27, 2026 | Award | +45,475 | – | – | 158,770 |
| Dirk J. Locascio EVP, Chief Financial Officer | Mar 27, 2026 | Tax withholding | −20,146 | $90.86 | $1.83M | 138,624 |
| Dirk J. Locascio EVP, Chief Financial Officer | Mar 27, 2026 | Tax withholding | −8,241 | $90.86 | $748.78K | 130,383 |
| Dirk J. Locascio EVP, Chief Financial Officer | Mar 27, 2026 | Tax withholding | −4,121 | $90.86 | $374.43K | 126,262 |
| David L. Poe Jr EVP, Chief Merchant | Mar 27, 2026 | Tax withholding | −2,771 | $90.86 | $251.77K | 42,678 |
| David L. Poe Jr EVP, Chief Merchant | Mar 27, 2026 | Award | +6,254 | – | – | 45,449 |
| David L. Poe Jr EVP, Chief Merchant | Mar 27, 2026 | Tax withholding | −567 | $90.86 | $51.52K | 42,111 |
| Dirk J. Locascio EVP, Chief Financial Officer | Mar 27, 2026 | Tax withholding | −20,146 | $90.86 | $1.83M | 138,624 |
| Dirk J. Locascio EVP, Chief Financial Officer | Mar 27, 2026 | Tax withholding | −8,241 | $90.86 | $748.78K | 130,383 |
| Dirk J. Locascio EVP, Chief Financial Officer | Mar 27, 2026 | Tax withholding | −4,121 | $90.86 | $374.43K | 126,262 |
| Dirk J. Locascio EVP, Chief Financial Officer | Mar 27, 2026 | Award | +45,475 | – | – | 158,770 |
| David L. Poe Jr EVP, Chief Merchant | Mar 25, 2026 | Tax withholding | −821 | $92.48 | $75.93K | 39,195 |
| John A. Tonnison See Remarks | Mar 25, 2026 | Tax withholding | −1,410 | $92.48 | $130.40K | 119,165 |
| Steven Guberman See Remarks | Mar 25, 2026 | Tax withholding | −1,596 | $92.48 | $147.60K | 118,738 |
| Dirk J. Locascio EVP, Chief Financial Officer | Mar 25, 2026 | Tax withholding | −2,738 | $92.48 | $253.21K | 113,295 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Randy J. Taylor Officer | Aug 13, 2026 | 11,630 | $1.28M | Aug 13, 2026 | Stock Option Exercise |
| William Spencer Hancock Officer | Aug 7, 2026 | 21,754 | $2.35M | Aug 7, 2026 | Restricted Stock Vesting |
| Dirk J. Locascio Officer | Mar 30, 2026 | 20,000 | $1.82M | Mar 30, 2026 | Restricted Stock Vesting |
| Dirk J. Locascio Officer | Feb 25, 2026 | 25,101 | $2.42M | Feb 25, 2026 | Options Granted - 06/03/2017 |
| James David Works Jr Officer | Feb 18, 2026 | 65,737 | $6.35M | Feb 18, 2026 | Restricted Stock Vesting |
| Steven Guberman Officer | Nov 12, 2025 | 58,632 | $4.26M | Nov 11, 2025 | Restricted Stock Vesting |
| Dirk J. Locascio Officer | Jul 10, 2025 | 7,500 | $600.00K | Jul 10, 2025 | Options Granted - 03/23/2020 |
| Dirk J. Locascio Officer | May 15, 2025 | 15,000 | $1.13M | May 15, 2025 | Option Granted - 03/23/2020 |
| Dirk J. Locascio Officer | May 8, 2025 | 10,000 | $700.00K | May 8, 2025 | Option Granted - 03/23/2020 |
| Dirk J. Locascio Officer | Sep 12, 2024 | 10,000 | $579.50K | Sep 12, 2024 | Options Granted 03/23/2020 |
| David A. Rickard Former Officer | May 16, 2024 | 26,825 | $1.49M | May 16, 2024 | Option Granted - 03/29/2021 |
| David A. Rickard Officer | Mar 13, 2024 | 17,578 | $944.85K | Mar 13, 2024 | Stock Option Exercise |
| David A. Rickard Officer | Mar 11, 2024 | 11,701 | $615.40K | Mar 11, 2024 | Stock Option Exercise |
| David A. Rickard Officer | Mar 7, 2024 | 8,365 | $451.63K | Mar 7, 2024 | Stock Option Exercise |
| David A. Rickard Officer | Mar 6, 2024 | 50,000 | $2.63M | Mar 6, 2024 | Option Granted - 03/23/2020 |