Sysco CORP (SYY) — 13F Filings Explorer (Q2 2026)

SYY ranks #212 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SYY is a disclosed holding of Bill Nygren (Harris Associates L.P.), one of the tracked superinvestors on AlphaSMO — it makes up 1.8% of that fund's own 13F portfolio.

SYY is a top-conviction position for First Nebraska Trust Co — at 14.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SYY belongs to BlackRock, Inc., but the position matters far more to First Nebraska Trust Co, who has 14.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Eastern Bank has added to its SYY position for two straight quarters, increasing it by $18.9M to reach $43.2M today.

Columbus Macro, LLC has trimmed its SYY position for two straight quarters, cutting it by $9.3M while still holding $279.0K.

SYY is down 1.4% today, but institutions show net buying of $6.5B this quarter — a divergence between today's price move and the underlying institutional flow.

SYY posted net income of $1.8B over the trailing twelve months, and currently trades at a P/E of 20.9.

• Profitable — net income of $1.8B over the trailing twelve months
• Revenue grew 4.7% year over year
• Net income declined year over year, from $1.9B to $1.8B
• Generated $2.6B in positive operating cash flow
• Current ratio of 1.28x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting