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United Natural Foods, Inc.

UNFI Consumer Staples
$50.39 +$0.53 (1.06%)
Market Cap: $3.05 B
Gurus Holding
8
Popularity Rank
#855
% of Shares Held
0.84%
Net Activity (Q1 2026)
-$185,512.15

Guru Ownership Trend

Guru Analysis for United Natural Foods, Inc. (UNFI)

United Natural Foods, Inc. (UNFI), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $25.79 M.

Top institutional holders include Cliff Asness and John Hussman.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $185,512.15 net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 124.1%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 69.1%.

Key Holders

Top 5 by Value

$7.54 M
$4.73 M
$2.48 M
$2.31 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$6.92 M
Total Buy Value
New Buys 2
Additions 2
-$7.11 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for United Natural Foods, Inc. (UNFI)

Major holders include Cliff Asness ($7.54 M), John Hussman ($4.73 M), Paul Tudor Jones ($3.74 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 511,817 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $185,512.15, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited UNFI. The total reported sell value was $7.11 M.

Yes, 2 managers opened new positions in UNFI, and 2 increased their existing holdings. The total reported buy value was $6.92 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Add 27.2% 167,346 $7.54 M Q1 2026
1.02% Reduce -16.7% 105,000 $4.73 M Q1 2026
0.01% New Buy 83,038 $3.74 M Q1 2026
0.01% Reduce -44.0% 55,017 $2.48 M Q1 2026
0.01% Add 124.1% 51,268 $2.31 M Q1 2026
0.00% Reduce -69.1% 38,550 $1.74 M Q1 2026
0.00% New Buy 6,348 $286,041 Q1 2026
0.06% Reduce -58.4% 5,250 $236,565 Q1 2026
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Value
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