US Foods Holding Corp. (USFD) shareholders
USFDNYSEWholesale-Groceries & Related ProductsFiscal year ends January 2
Financials through Q3 FY2026, quarter ended Sep 26, 2026Last filing: 10-Q on Nov 5, 2026Score 10/3027% above fair value
$108.45+0.20 (+0.18%)
Close on Nov 13, 2026Market cap $23.46BP/E 30.3Yield –
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 · 7 sales
Net sold $14.23M
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 Joint filing with Wellington Management Group LLP (10.40%), Wellington Investment Advisors Holdings LLP (10.40%) and 1 more | 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 Joint filing with Wellington Group Holdings LLP (7.20%), Wellington Investment Advisors Holdings LLP (7.20%) and 1 more | 15,750,520 | 7.20% | 13G (passive) amendment | Mar 31, 2026 |
| FMR LLC Joint filing with Abigail P. Johnson (6.60%) | 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% | $750.86M | +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% | $430.57M | −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% | $295.33M | −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)
596 funds held USFD in Q2 2026, 35% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
7.04%
15M shares short
Days to cover
7.3
At 2M shares a day
Change since last report
+8.4%
From 14M shares
Short volume, 20 days
61.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of US Foods's stock actually held short. Settlement fails (shares not delivered on time) peaked at 13,215 shares on Sep 15, 2026 over the last 90 days.
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 |
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