Guru Ownership Trend
Guru Analysis for US Foods Holding Corp. (USFD)
US Foods Holding Corp. (USFD), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $391.87 M.
Top institutional holders include Cliff Asness and Larry Robbins.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.95 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 11.0%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 19.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for US Foods Holding Corp. (USFD)
Major holders include Cliff Asness ($163.09 M), Larry Robbins ($85.7 M), Joel Greenblatt ($31.54 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 4.36 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.95 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited USFD. The total reported sell value was $11.83 M.
Yes, 0 managers opened new positions in USFD, and 3 increased their existing holdings. The total reported buy value was $8.88 M.