Guru Ownership Over Time
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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $13.45 M.
Top institutional holders include John Hussman and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $6.36 M net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Bill Miller reduced exposure by 46.6%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 1.28% | Reduce -16.7% | 157,500 | $5.93 M | Q3 2025 | |
| 0.00% | Reduce -6.2% | 104,184 | $3.92 M | Q3 2025 | |
| 1.02% | Reduce -46.6% | 73,445 | $2.76 M | Q3 2025 | |
| 0.01% | Reduce -31.1% | 48,516 | $1.83 M | Q3 2025 | |
| 0.00% | New Buy | 19,641 | $738,894 | Q3 2025 | |
| 0.00% | Reduce -4.2% | 10,946 | $411,789 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for United Natural Foods, Inc. (UNFI)
Top Guru holders include John Hussman ($5.93 M), Cliff Asness ($3.92 M), Bill Miller ($2.76 M). Collectively, tracked Gurus hold 414,232 shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $6.36 M, with 1 Gurus buying and 7 Gurus selling.
In the recent quarter, 5 Gurus reduced their positions, and 2 Gurus sold out of UNFI completely. Total sell value was $7.1 M.
Yes, 1 Gurus opened new positions in UNFI, and 0 added to their existing holdings. Total buy value was $738,894.