USFD
US Foods Holding Corp. · Consumer Defensive · Food Distribution
Données momentum (gérants comparables) :
étendue des détenteurs -2.3% ·
flux d'actions -0.9% ·
nouvelles positions nettes -3.1%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 130 | -3 | 184.09M | $18.80B | +9 | −13 |
| Q1 2026 | 137 | -1 | 183.65M | $16.89B | +7 | −9 |
| Q4 2025 | 137 | -1 | 192.51M | $14.50B | +2 | −2 |
| Q3 2025 | 22 | 0 | 113.66M | $8.71B | — | −1 |
| Q2 2025 | 20 | 0 | 105.83M | $8.15B | — | — |
| Q1 2025 | 17 | -1 | 41.37M | $2.70B | — | −1 |
| Q4 2024 | 18 | 0 | 35.07M | $2.37B | — | — |
| Q3 2024 | 17 | +3 | 26.90M | $1.65B | +3 | — |
| Q2 2024 | 14 | — | 25.89M | $1.37B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 23.01M | +46.1% | $2.35B | 0.4% | ▲ Add | 9 | SEC ↗ ×9 |
| 2 | Fidelity (FMR) ✦ | 8.94M | -35.1% | $914.02M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passif) | 6.99M | +1.7% | $715.11M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | Invesco Ltd. | 5.67M | -7.2% | $580.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×12 |
| 5 | T. Rowe Price ✦ | 4.21M | -5.3% | $430.57M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 6 | PRIMECAP Management ✦ | 3.98M | +0.9% | $407.00M | 0.2% | ▲ Add | 9 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 3.45M | +0.9% | $353.09M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 8 | Morgan Stanley ✦ | 3.16M | -4.5% | $323.38M | 0.0% | ▼ Trim | 4 | SEC ↗ ×20 |
| 9 | Massachusetts Financial Services Co… | 2.83M | -26.1% | $292.16M | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 10 | Ameriprise Financial Inc | 2.12M | +4.3% | $217.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 11 | Northern Trust Corp | 1.91M | +1.4% | $195.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 12 | Charles Schwab Investment… | 1.74M | +1.7% | $177.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 1.66M | -22.9% | $171.16M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 14 | Goldman Sachs Group ✦ | 1.66M | +54.4% | $169.69M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 15 | Franklin Resources Inc | 1.50M | +20.6% | $153.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 16 | Bank Of America Corp /De/ | 1.34M | -11.6% | $137.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 17 | UBS AM, a distinct business unit of… | 1.10M | -11.0% | $112.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 18 | Raymond James Financial Inc | 485.58K | -40.5% | $49.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 19 | Sei Investments Co | 477.99K | -5.0% | $48.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 20 | Wells Fargo & Company/Mn | 360.34K | -8.3% | $36.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 21 | Barclays Plc | 341.64K | -12.1% | $34.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 22 | Nomura Asset Management… | 331.35K | +11.8% | $33.88M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | California Public Employees… | 326.34K | -20.1% | $33.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Legal & General Group Plc | 316.81K | -7.1% | $32.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 25 | Loomis Sayles & Co L P | 189.16K | +0.2% | $19.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | American Century Companies Inc | 137.35K | -26.9% | $14.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | State Of Wisconsin Investment Board | 131.99K | -12.5% | $13.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | New York State Common Retirement… | 118.97K | -0.8% | $12.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Citigroup Inc | 81.33K | -59.5% | $8.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Fifth Third Bancorp | 73.26K | -2.8% | $7.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 72.30K | -1.6% | $7.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Danske Bank A/S | 47.46K | -82.4% | $4.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 43.08K | +2.0% | $4.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Stifel Financial Corp | 42.32K | +192.0% | $4.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 35 | Truist Financial Corp | 37.25K | +2.6% | $3.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | Us Bancorp \De\ | 29.63K | +1.5% | $3.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 37 | Mackenzie Financial Corp | 19.03K | +2.4% | $1.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 15.80K | +68.4% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Commonwealth Equity Services, Llc | 14.41K | -1.4% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 11.51K | +16.5% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 41 | Hsbc Holdings Plc | 8.83K | +2.1% | $902,970 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | National Bank Of Canada /Fi/ | 4.77K | +10.6% | $488,613 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Blair William & Co/Il | 2.68K | -3.5% | $274,397 | 0.0% | ▼ Trim | 3 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Caisse De Depot Et Placement… | $35.88M | était 0.1% |
| FIL Ltd | $119,135 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 670 détenteurs, 229.57M actions, $19.73B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Officer · 6.43K act. · $709,982
Officer · 5.20K act. · $573,658
Officer · 21.75K act. · $2.36M
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie