US Foods Holding CORP (USFD) — 13F Filings Explorer (Q2 2026)

USFD ranks #822 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

USFD is a top-conviction position for Pertento Partners LLP — at 11.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in USFD belongs to Wellington Management Group LLP, but the position matters far more to Pertento Partners LLP, who has 11.9% 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.

Wellington Management Group LLP has added to its USFD position for two straight quarters, increasing it by $1.3B to reach $2.4B today.

Capital World Investors has trimmed its USFD position for two straight quarters, cutting it by $437.0M while still holding $531.8M.

USFD is down 1.8% today, but institutions show net buying of $3.4B this quarter — a divergence between today's price move and the underlying institutional flow.

USFD posted net income of $728.0M over the trailing twelve months, and currently trades at a P/E of 33.1.

• Profitable — net income of $728.0M over the trailing twelve months
• Revenue grew 4.8% year over year
• Net income improved year over year, from $527.0M to $728.0M
• Generated $1.4B in positive operating cash flow
• Current ratio of 1.16x — below the conventional 1.5x liquidity buffer
• Liabilities run 2.24x equity — a highly leveraged balance sheet worth noting