Who holds USFDticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

US FOODS HLDG CORP · COM · quarter ended 2026-03-31 · 5 members disclosed USFD ↗

503

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$18.0B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

250

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of USFD ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.9B	20,435,274	+429,646	add
2	Boston Partners	$1.5B	16,394,437	+190,557	add
3	WELLINGTON MANAGEMENT GROUP LLP	$1.5B	15,750,520	+1,969,994	add
4	FMR LLC	$1.3B	13,777,725	−642,316	trim
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$941M	10,201,715	—	no prior
6	VANGUARD CAPITAL MANAGEMENT LLC	$913M	9,900,914	—	no prior
7	Capital World Investors	$717M	7,775,099	−5,087,001	trim
8	STATE STREET CORP	$634M	6,876,558	+57,139	add
9	Invesco Ltd.	$564M	6,115,480	−2,031,493	trim
10	VICTORY CAPITAL MANAGEMENT INC	$560M	6,077,846	+1,261,519	add
11	D1 Capital Partners L.P.	$395M	4,283,474	0	no change
12	PRIMECAP MANAGEMENT CO/CA/	$364M	3,946,310	+34,700	add
13	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$358M	3,833,008	−661,284	trim
14	LONE PINE CAPITAL LLC	$350M	3,795,998	+3,795,998	new
15	DIMENSIONAL FUND ADVISORS LP	$316M	3,422,893	−219,959	trim
16	MORGAN STANLEY	$305M	3,310,350	+287,301	add
17	Artisan Partners Limited Partnership	$278M	3,020,204	−107,397	trim
18	BANK OF MONTREAL /CAN/	$250M	2,711,676	−155,045	trim
19	ALLIANCEBERNSTEIN L.P.	$200M	2,653,736	+1,840,466	add
20	UBS Group AG	$184M	1,993,669	+818,809	add
21	NORTHERN TRUST CORP	$174M	1,888,589	+26,740	add
22	Capital International Investors	$172M	1,862,651	+1,862,651	new
23	Pertento Partners LLP	$171M	1,853,508	+176,088	add
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$158M	1,708,108	+43,269	add
25	AQR CAPITAL MANAGEMENT LLC	$157M	1,720,107	−445,240	trim
26	Avantyr Capital Partners, LP	$148M	1,600,864	+1,600,864	new
27	BANK OF AMERICA CORP /DE/	$140M	1,520,296	+512,511	add
28	DEUTSCHE BANK AG\	$127M	1,380,492	−149,070	trim
29	VANGUARD FIDUCIARY TRUST CO	$126M	1,368,203	—	no prior
30	FRANKLIN RESOURCES INC	$115M	1,241,918	+1,156,685	add
31	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$114M	1,235,340	+35,673	add
32	Atalan Capital Partners, LP	$96.9M	1,051,000	−139,000	trim
33	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$94.3M	1,022,853	−569,473	trim
34	BROWN ADVISORY INC	$84.3M	914,483	+64,453	add
35	RAYMOND JAMES FINANCIAL INC	$75.1M	815,898	+47,041	add
36	PARNASSUS INVESTMENTS, LLC	$74.7M	810,095	+1,986	add
37	COMMERCE BANK	$70.2M	761,815	−2,113	trim
38	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$64.8M	703,048	+13,308	add
39	D. E. Shaw & Co., Inc.	$62.9M	682,529	+656,259	add
40	Quantinno Capital Management LP	$60.9M	660,043	+90,179	add
41	Polar Capital Holdings Plc	$60.1M	652,180	+193,884	add
42	CI INVESTMENTS INC.	$57.8M	626,553	−509,091	trim
43	Chescapmanager LLC	$48.7M	528,457	−30,000	trim
44	Qube Research & Technologies Ltd	$47.3M	512,978	−1,011,324	trim
45	SEI INVESTMENTS CO	$46.4M	503,394	−101,488	trim
46	SCHRODER INVESTMENT MANAGEMENT GROUP	$46.0M	505,430	+497,057	add
47	Nuveen, LLC	$45.9M	497,774	−16,715	trim
48	PRINCIPAL FINANCIAL GROUP INC	$45.4M	492,288	+12,817	add
49	Gotham Asset Management, LLC	$43.3M	469,254	+50,540	add
50	Retirement Systems of Alabama	$42.9M	465,062	+2,808	add
51	CIBC Bancorp USA Inc.	$42.6M	462,316	—	no prior
52	JANE STREET GROUP, LLC	$41.7M	452,046	+440,527	add
53	Pictet Asset Management Holding SA	$41.4M	449,060	−9,660	trim
54	Swiss National Bank	$40.7M	441,055	−2,900	trim
55	COOKSON PEIRCE & CO INC	$40.0M	433,445	−10,195	trim
56	MILLENNIUM MANAGEMENT LLC	$39.5M	428,577	−64,073	trim
57	JUPITER ASSET MANAGEMENT LTD	$38.0M	411,909	−284,742	trim
58	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$37.6M	408,212	−21,666	trim
59	SUVRETTA CAPITAL MANAGEMENT, LLC	$36.5M	395,970	+395,970	new
60	WELLS FARGO & COMPANY/MN	$36.2M	392,902	+6,604	add
61	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$35.9M	389,112	+389,112	new
62	BARCLAYS PLC	$35.8M	388,528	+182,975	add
63	GLENVIEW CAPITAL MANAGEMENT, LLC	$35.4M	384,007	−753,756	trim
64	OSTERWEIS CAPITAL MANAGEMENT INC	$32.6M	354,083	−37,453	trim
65	Legal & General Group Plc	$31.5M	341,184	−44,892	trim
66	Janus Henderson Group Ltd.	$30.5M	331,032	+231,651	add
67	TD ASSET MANAGEMENT INC	$29.7M	322,359	+299,788	add
68	B. Metzler seel. Sohn & Co. AG	$27.8M	301,904	+16,889	add
69	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$27.3M	296,248	+296,248	new
70	Artemis Investment Management LLP	$26.9M	291,204	−8,521	trim
71	Clarkston Capital Partners, LLC	$26.7M	289,575	−1,473,541	trim
72	South Street Advisors LLC	$24.8M	269,490	−4,055	trim
73	Ensign Peak Advisors, Inc	$22.2M	241,189	−382,656	trim
74	ENVESTNET ASSET MANAGEMENT INC	$22.2M	241,142	+59,038	add
75	Avalon Trust Co	$21.9M	237,290	+94,359	add
76	Vident Advisory, LLC	$21.5M	232,774	+32,205	add
77	CLEARFIELD CAPITAL MANAGEMENT LP	$21.4M	232,200	0	no change
78	OP Asset Management Ltd	$21.3M	230,752	—	no prior
79	VANGUARD ASSET MANAGEMENT, Ltd	$18.5M	201,080	—	no prior
80	CITIGROUP INC	$18.5M	200,975	−217,134	trim
81	Alyeska Investment Group, L.P.	$18.3M	197,980	−164,307	trim
82	AMERICAN CENTURY COMPANIES INC	$17.3M	187,800	−68,870	trim
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$17.0M	184,540	0	no change
84	WESTWOOD HOLDINGS GROUP INC	$17.0M	184,338	−6,096	trim
85	CITADEL ADVISORS LLC	$16.7M	180,678	+180,678	new
86	LMR Partners LLP	$16.6M	180,000	+180,000	new
87	VOYA INVESTMENT MANAGEMENT LLC	$16.5M	178,830	−27,951	trim
88	Illinois Municipal Retirement Fund	$15.2M	164,754	+9,913	add
89	INTECH INVESTMENT MANAGEMENT LLC	$15.2M	164,347	−35,640	trim
90	STATE OF WISCONSIN INVESTMENT BOARD	$13.9M	150,790	+7,448	add
91	Universal- Beteiligungs- und Servicegesellschaft mbH	$13.6M	147,441	+1,238	add
92	FIRST TRUST ADVISORS LP	$13.3M	144,173	−36,541	trim
93	STEADFAST CAPITAL MANAGEMENT LP	$12.5M	135,600	−829,300	trim
94	Curi Capital, LLC	$12.0M	130,408	−463	trim
95	Focus Partners Wealth	$11.9M	129,372	+1,462	add
96	BRANT POINT INVESTMENT MANAGEMENT LLC	$11.6M	125,340	−13,458	trim
97	SEGALL BRYANT & HAMILL, LLC	$11.0M	119,805	−13,774	trim
98	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$10.4M	112,400	+13,775	add
99	PANAGORA ASSET MANAGEMENT INC	$10.3M	111,613	−1,385,320	trim
100	Sessa Capital IM, L.P.	$10.2M	110,704	−334,888	trim
101	LPL Financial LLC	$9.7M	104,816	+2,701	add
102	Vanguard Global Advisers, LLC	$9.2M	99,255	—	no prior
103	Ararat Capital Management LP	$9.1M	99,019	+30,579	add
104	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$9.0M	97,635	−5,072	trim
105	PRUDENTIAL FINANCIAL INC	$9.0M	97,345	−303,530	trim
106	Moran Wealth Management, LLC	$8.8M	95,501	−3,892	trim
107	Zurcher Kantonalbank (Zurich Cantonalbank)	$8.2M	88,831	−19,097	trim
108	Allianz Asset Management GmbH	$7.9M	85,647	−155	trim
109	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.8M	84,516	−8,266	trim
110	SaddleRock Capital Management LLC	$7.6M	82,792	+11,800	add
111	Corient Private Wealth LLC	$7.0M	77,490	−106,783	trim
112	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$7.0M	76,305	+72,306	add
113	COZAD ASSET MANAGEMENT INC	$7.0M	76,168	−31,654	trim
114	FIFTH THIRD BANCORP	$7.0M	75,392	+72,545	add
115	Allspring Global Investments Holdings, LLC	$6.9M	76,045	−17,461	trim
116	State of New Jersey Common Pension Fund D	$6.8M	74,047	+1,492	add
117	Federation des caisses Desjardins du Quebec	$6.6M	71,829	+21,779	add
118	BNP Paribas Asset Management Holding S.A.	$6.5M	70,716	−2,921	trim
119	Northwest & Ethical Investments L.P.	$6.2M	67,470	+67,470	new
120	Aquatic Capital Management LLC	$6.2M	66,948	+66,948	new
121	Strategic Global Advisors, LLC	$6.0M	64,600	−1,600	trim
122	NOMURA ASSET MANAGEMENT CO LTD	$5.9M	63,761	+139	add
123	TWO SIGMA INVESTMENTS, LP	$5.8M	62,847	+20,600	add
124	Arizona State Retirement System	$5.6M	61,263	−1,707	trim
125	NORDEA INVESTMENT MANAGEMENT AB	$5.6M	61,876	−2,155	trim
126	TEACHER RETIREMENT SYSTEM OF TEXAS	$5.5M	59,877	+768	add
127	NISSAY ASSET MANAGEMENT CORP /JAPAN	$5.4M	58,966	−778	trim
128	Verdence Capital Advisors LLC	$5.4M	58,438	−3,759	trim
129	Bridgewater Associates, LP	$5.4M	58,359	−182,123	trim
130	Oliver Luxxe Assets LLC	$5.3M	57,811	+1,147	add
131	Empowered Funds, LLC	$5.3M	57,498	+57,498	new
132	Interval Partners, LP	$5.3M	57,056	−931,549	trim
133	Vanguard Investments Australia, Ltd.	$5.1M	55,692	—	no prior
134	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$5.1M	55,258	−531	trim
135	KR Capital LP	$5.0M	54,048	—	no prior
136	STATE OF MICHIGAN RETIREMENT SYSTEM	$4.9M	53,100	+400	add
137	Man Group plc	$4.9M	52,716	−595,706	trim
138	Creative Planning	$4.8M	52,219	+18,109	add
139	Amundi	$4.8M	51,967	+14,761	add
140	Kestra Advisory Services, LLC	$4.7M	51,184	+1,136	add
141	CWM, LLC	$4.7M	50,591	−5,662	trim
142	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$4.6M	49,408	−472	trim
143	Trexquant Investment LP	$4.5M	48,628	−200,654	trim
144	Dynasty Wealth Management, LLC	$4.3M	47,068	−1,325	trim
145	QRG CAPITAL MANAGEMENT, INC.	$4.3M	46,338	+28,611	add
146	Robbins Farley	$4.2M	45,447	+45,447	new
147	Brevan Howard Capital Management LP	$4.2M	45,446	+37,705	add
148	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$4.2M	45,307	+45,307	new
149	ROYAL BANK OF CANADA	$4.0M	43,054	−128,027	trim
150	MERCER GLOBAL ADVISORS INC /ADV	$3.9M	42,217	+5,019	add
151	Assenagon Asset Management S.A.	$3.9M	42,081	−138,196	trim
152	TD Waterhouse Canada Inc.	$3.8M	42,466	+42,466	new
153	Ameritas Investment Partners, Inc.	$3.7M	40,629	−229	trim
154	Elo Mutual Pension Insurance Co	$3.7M	40,383	−3,938	trim
155	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.7M	43,791	+1,140	add
156	OSAIC HOLDINGS, INC.	$3.5M	38,383	+9,672	add
157	Pathstone Holdings, LLC	$3.4M	37,155	+8,877	add
158	Brooklyn Investment Group	$3.4M	36,791	+18,322	add
159	Utah Retirement Systems	$3.4M	36,452	−1,203	trim
160	TRUIST FINANCIAL CORP	$3.3M	36,287	+1,284	add
161	Mitsubishi UFJ Trust & Banking Corp	$3.3M	35,551	+29	add
162	Catalyst Capital Advisors LLC	$3.2M	34,450	−1,375	trim
163	HANCOCK WHITNEY CORP	$3.2M	34,127	+34,127	new
164	XPONANCE LLC	$3.0M	32,571	+7,150	add
165	Vanguard Personalized Indexing Management, LLC	$2.9M	31,899	−258	trim
166	FEDERATED HERMES, INC.	$2.9M	31,542	−5,296	trim
167	Cerity Partners LLC	$2.9M	31,487	+3,436	add
168	CREDIT AGRICOLE S A	$2.9M	31,189	0	no change
169	Hudson Bay Capital Management LP	$2.8M	30,187	−58,950	trim
170	Harvest Investment Services, LLC	$2.8M	30,039	−11,118	trim
171	Keebeck Wealth Management	$2.7M	29,816	−1,434	trim
172	Eurizon Capital SGR S.p.A.	$2.7M	29,836	−2,391	trim
173	HighTower Advisors, LLC	$2.7M	29,670	+7,837	add
174	Avior Wealth Management, LLC	$2.7M	29,281	+281	add
175	US BANCORP \DE\	$2.7M	29,185	+15,661	add
176	Summit Trail Advisors, LLC	$2.6M	28,013	+5,778	add
177	RITHOLTZ WEALTH MANAGEMENT	$2.5M	26,996	+8,119	add
178	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.5M	26,955	+7,342	add
179	Westover Capital Advisors, LLC	$2.5M	26,927	+1,719	add
180	Atria Investments, Inc	$2.4M	26,440	−1,224	trim
181	EP Wealth Advisors, LLC	$2.3M	25,317	+717	add
182	SIRIOS CAPITAL MANAGEMENT L P	$2.2M	23,628	−8,977	trim
183	Cetera Investment Advisers	$2.2M	23,576	+873	add
184	Tidal Investments LLC	$2.1M	23,218	+7,104	add
185	&PARTNERS	$2.1M	21,931	+5,706	add
186	Candriam S.C.A.	$2.1M	22,260	+22,260	new
187	Jain Global LLC	$2.0M	21,223	+21,223	new
188	ELEVATION POINT WEALTH PARTNERS, LLC	$1.9M	21,022	+16,357	add
189	QUADRANT CAPITAL GROUP LLC	$1.9M	20,117	+5,909	add
190	OneDigital Investment Advisors LLC	$1.8M	20,059	−1,234	trim
191	Capital International Sarl	$1.8M	20,002	−13,163	trim
192	NewEdge Wealth, LLC	$1.8M	19,737	−1,014	trim
193	EAGLE ROCK INVESTMENT COMPANY, LLC	$1.8M	19,645	0	no change
194	DAVENPORT & Co LLC	$1.7M	18,820	−19	trim
195	MACKENZIE FINANCIAL CORP	$1.7M	18,588	+1,825	add
196	Crossmark Global Holdings, Inc.	$1.7M	18,358	—	no prior
197	Swiss Life Asset Management Ltd	$1.7M	18,094	+2,892	add
198	Merit Financial Group, LLC	$1.7M	17,922	−3,174	trim
199	Callan Family Office, LLC	$1.6M	17,293	−175	trim
200	Edgestream Partners, L.P.	$1.6M	17,106	+4,086	add
201	GATEWAY INVESTMENT ADVISERS LLC	$1.5M	16,279	−13,591	trim
202	SECURIAN ASSET MANAGEMENT, INC	$1.5M	16,247	0	no change
203	Triangle Securities Wealth Management	$1.5M	16,000	−405	trim
204	Advisors Asset Management, Inc.	$1.4M	15,653	−3,378	trim
205	M&T BANK CORP	$1.4M	15,603	−5,384	trim
206	AXQ CAPITAL, LP	$1.4M	15,602	+15,602	new
207	WRIGHT INVESTORS SERVICE INC	$1.4M	15,515	+2,088	add
208	MGO ONE SEVEN LLC	$1.4M	15,492	−1,860	trim
209	COMMONWEALTH EQUITY SERVICES, LLC	$1.3M	14,622	−148	trim
210	TOCQUEVILLE ASSET MANAGEMENT L.P.	$1.3M	14,611	+2,960	add
211	Gradient Investments LLC	$1.3M	14,595	+14,595	new
212	STIFEL FINANCIAL CORP	$1.3M	14,492	−1,501	trim
213	EXCHANGE TRADED CONCEPTS, LLC	$1.3M	14,171	+10,051	add
214	Vestmark Advisory Solutions, Inc.	$1.3M	14,048	+9,443	add
215	Oak Thistle LLC	$1.3M	13,800	−14,527	trim
216	Sowell Financial Services LLC	$1.3M	13,599	−134	trim
217	Pallas Capital Advisors LLC	$1.2M	13,538	−2,570	trim
218	BFSG, LLC	$1.2M	13,173	+13,173	new
219	Sequoia Financial Advisors, LLC	$1.2M	13,116	+3,101	add
220	United Asset Strategies, Inc.	$1.2M	12,494	+16	add
221	Argos Wealth Advisors, LLC	$1.1M	12,468	−1,500	trim
222	Savoir Faire Capital Management, L.P.	$1.1M	12,464	−36,578	trim
223	Caprock Group, LLC	$1.1M	12,250	+9,270	add
224	FULTON BANK, N.A.	$1.1M	12,204	+502	add
225	Kesler, Norman & Wride, LLC	$1.1M	12,029	−67	trim
226	Sanctuary Advisors, LLC	$1.1M	11,425	−476	trim
227	Maryland State Retirement & Pension System	$1.0M	11,252	0	no change
228	Quadrature Capital Ltd	$1.0M	11,092	+11,092	new
229	EVERGREEN CAPITAL MANAGEMENT LLC	$1.0M	11,051	+3,041	add
230	TEMA ETFS LLC	$963K	10,444	−4,284	trim
231	NewEdge Advisors, LLC	$956K	10,370	+10,370	new
232	AFFINITY INVESTMENT ADVISORS, LLC	$950K	10,306	+1,535	add
233	Tower Research Capital LLC (TRC)	$949K	10,287	+1,880	add
234	Rockefeller Capital Management L.P.	$921K	9,986	+1,555	add
235	Centiva Capital, LP	$921K	9,986	+9,986	new
236	HB Wealth Management, LLC	$900K	9,762	+940	add
237	Reliant Investment Partners, LLC	$895K	9,705	0	no change
238	Schonfeld Strategic Advisors LLC	$879K	9,534	−88,159	trim
239	MML INVESTORS SERVICES, LLC	$865K	9,380	+1,684	add
240	Compound Planning, Inc.	$833K	9,033	+857	add
241	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$830K	8,998	+8,998	new
242	Suncoast Equity Management	$823K	8,925	−2,055	trim
243	ProShare Advisors LLC	$816K	8,846	−88	trim
244	ARQ WEALTH ADVISORS, LLC	$804K	8,715	+8,715	new
245	HSBC HOLDINGS PLC	$797K	8,646	−27,594	trim
246	Krilogy Financial LLC	$771K	8,587	+2,120	add
247	Laird Norton Wetherby Trust Company, LLC	$771K	8,360	−74	trim
248	Stonehage Fleming Financial Services Holdings Ltd	$765K	8,300	+444	add
249	Kera Capital Partners, Inc.	$759K	8,236	−290	trim
250	GUGGENHEIM CAPITAL LLC	$759K	8,230	−302	trim
251	CAXTON ASSOCIATES LLP	$748K	8,108	−3,390	trim
252	Inscription Capital, LLC	$734K	7,965	+1,223	add
253	HMS Capital Management, LLC	$732K	7,943	+330	add
254	SHUFRO ROSE & CO LLC	$725K	7,860	0	no change
255	MIRABELLA FINANCIAL SERVICES LLP	$713K	7,729	+7,729	new
256	Focus Partners Advisor Solutions, LLC	$701K	7,608	−1,908	trim
257	Savant Capital, LLC	$700K	7,588	+1,234	add
258	SHELTON CAPITAL MANAGEMENT	$678K	7,350	−270	trim
259	Hook Mill Capital Partners, LP	$675K	7,319	−195,220	trim
260	SEEDS INVESTOR LLC	$668K	7,221	+357	add
261	Aaron Wealth Advisors LLC	$660K	7,154	−2,481	trim
262	EntryPoint Capital, LLC	$653K	7,087	0	no change
263	Aster Capital Management (DIFC) Ltd	$642K	9,806	+9,806	new
264	CIBC Asset Management Inc	$640K	6,939	0	no change
265	Private Advisor Group, LLC	$627K	6,800	+57	add
266	Orion Porfolio Solutions, LLC	$617K	6,696	−412	trim
267	North Dakota State Investment Board	$598K	6,483	−1,602	trim
268	KILEY JUERGENS WEALTH MANAGEMENT, LLC	$595K	6,453	+6,453	new
269	Chicago Partners Investment Group LLC	$593K	6,432	−166	trim
270	OPPENHEIMER ASSET MANAGEMENT INC.	$590K	6,394	−2,736	trim
271	Numerai GP LLC	$586K	6,357	+6,357	new
272	TECTONIC ADVISORS LLC	$578K	6,267	−1,184	trim
273	Banque Transatlantique SA	$578K	6,264	+6,264	new
274	COLDSTREAM CAPITAL MANAGEMENT INC	$566K	6,137	+2,417	add
275	Sovereign's Capital Management, LLC	$564K	6,120	−456	trim
276	Prospera Financial Services Inc	$554K	6,009	−3,443	trim
277	CENTRAL TRUST Co	$552K	5,987	−1,173	trim
278	Ballentine Partners, LLC	$547K	5,928	+220	add
279	Polymer Capital Management (US) LLC	$529K	5,741	−7,552	trim
280	LAZARD ASSET MANAGEMENT LLC	$528K	5,721	+336	add
281	Legacy Capital Group California, Inc.	$504K	5,468	−1,419	trim
282	SAGESPRING WEALTH PARTNERS, LLC	$500K	5,419	+562	add
283	BENJAMIN EDWARDS INC	$490K	5,315	−35	trim
284	Perbak Capital Partners LLP	$487K	5,286	+5,286	new
285	Baker Avenue Asset Management, LP	$487K	5,279	+736	add
286	Lido Advisors, LLC	$487K	5,275	+1,695	add
287	CHOREO, LLC	$484K	5,251	−456	trim
288	ALPS ADVISORS INC	$482K	5,230	+5,230	new
289	Vise Technologies, Inc.	$480K	6,369	0	no change
290	INCEPTIONR LLC	$471K	5,111	−6,194	trim
291	Meiji Yasuda Asset Management Co Ltd.	$469K	5,088	−38	trim
292	JOURNEY STRATEGIC WEALTH LLC	$467K	5,069	+664	add
293	Vontobel Holding Ltd.	$467K	5,067	−770	trim
294	GLOBALT Investments LLC / GA	$455K	4,929	+8	add
295	WealthTrust Axiom LLC	$452K	4,900	0	no change
296	SPIREPOINT PRIVATE CLIENT, LLC	$450K	4,882	+880	add
297	AE Wealth Management LLC	$449K	4,869	+170	add
298	Marks Group Wealth Management, Inc	$444K	4,813	+4,813	new
299	One Wealth Advisors, LLC	$441K	4,783	−4	trim
300	Resona Asset Management Co.,Ltd.	$429K	4,655	−177	trim
301	AlphaCore Capital LLC	$426K	4,621	+1,364	add
302	Nemes Rush Group LLC	$420K	4,550	+9	add
303	Baader Bank Aktiengesellschaft	$417K	4,530	−2,348	trim
304	PICTON MAHONEY ASSET MANAGEMENT	$414K	4,493	−267	trim
305	Waverly Advisors, LLC	$413K	4,477	−668	trim
306	Owlhouse Capital LP	$406K	4,400	−800	trim
307	NATIONAL BANK OF CANADA /FI/	$398K	4,314	+875	add
308	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$393K	4,346	−1,015	trim
309	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$393K	4,259	+1,527	add
310	NFSG Corp	$391K	4,237	−3,840	trim
311	Composition Wealth, LLC	$382K	4,141	−68	trim
312	UMB Bank, n.a.	$378K	4,103	+644	add
313	LVW Advisors, LLC	$378K	4,100	+4,100	new
314	EVOLVE PRIVATE WEALTH, LLC	$371K	4,021	+1,010	add
315	PROFUND ADVISORS LLC	$370K	4,012	−513	trim
316	Optas, LLC	$370K	4,012	+827	add
317	WADDELL & ASSOCIATES, LLC	$355K	3,847	0	no change
318	Kaufman Rossin Wealth, LLC	$354K	3,840	−109	trim
319	Dakota Wealth Management	$349K	3,790	−212	trim
320	Claro Advisors Inc.	$347K	3,763	+3,763	new
321	Wedmont Private Capital	$346K	3,776	−47	trim
322	Ascent Group, LLC	$343K	3,718	+3,718	new
323	Pinnacle Wealth Planning Services, Inc.	$333K	3,610	−157	trim
324	Jefferies Financial Group Inc.	$331K	3,595	+3,595	new
325	Kathmere Capital Management, LLC	$330K	3,580	+3,580	new
326	OLD NATIONAL BANCORP /IN/	$330K	3,579	−26	trim
327	INTRUST BANK NA	$329K	3,566	−362	trim
328	SAGE RHINO CAPITAL LLC	$328K	3,556	+249	add
329	J. Safra Sarasin Holding AG	$327K	3,545	+3,545	new
330	HUB Investment Partners, LLC	$323K	3,504	+666	add
331	ANGELES WEALTH MANAGEMENT, LLC	$311K	3,378	+217	add
332	Pinnacle Financial Partners, Inc.	$309K	3,346	−5,448	trim
333	State of Wyoming	$302K	3,272	−6,171	trim
334	Snowden Capital Advisors LLC	$293K	3,179	+3,179	new
335	BOOTHBAY FUND MANAGEMENT, LLC	$292K	3,168	−49,475	trim
336	Bull Harbor Capital LLC	$287K	3,112	—	no prior
337	Rafferty Asset Management, LLC	$286K	3,107	−640	trim
338	Sivia Capital Partners, LLC	$283K	3,069	−2,765	trim
339	Verition Fund Management LLC	$282K	3,062	−6,446	trim
340	GeoWealth Management, LLC	$274K	2,975	+11	add
341	Regal Investment Advisors LLC	$274K	2,969	+2,969	new
342	Steward Partners Investment Advisory, LLC	$272K	2,945	+240	add
343	Cambria Investment Management, L.P.	$268K	2,909	−889	trim
344	BIRCH FINANCIAL GROUP, LLC	$261K	2,830	−443	trim
345	KESTRA PRIVATE WEALTH SERVICES, LLC	$260K	2,823	+2,823	new
346	BLAIR WILLIAM & CO/IL	$256K	2,780	−9	trim
347	Wealthspire Advisors, LLC	$250K	2,708	−3,141	trim
348	CIDEL ASSET MANAGEMENT INC	$247K	2,677	+2,677	new
349	Clearstead Advisors, LLC	$244K	2,649	+1,759	add
350	Werba Rubin Papier Wealth Management	$244K	2,649	+2,649	new
351	Tower Wealth Partners, Inc.	$239K	2,596	+2,596	new
352	Indivisible Partners	$237K	2,568	+2,568	new
353	XXI WEALTH, LLC	$228K	2,469	+2,469	new
354	Oxinas Partners, LLC	$228K	2,468	+2,468	new
355	Davis Investment Partners, LLC	$228K	2,468	+2,468	new
356	Resonant Capital Advisors, LLC	$227K	2,458	+2,458	new
357	Frec Markets, Inc.	$226K	2,454	+2,454	new
358	EARNED WEALTH ADVISORS, LLC	$225K	2,442	+2,442	new
359	Calamos Advisors LLC	$219K	2,376	+2,376	new
360	Calamos Wealth Management LLC	$219K	2,376	+2,376	new
361	KEYBANK NATIONAL ASSOCIATION/OH	$219K	2,375	−314	trim
362	NorthCrest Asset Manangement, LLC	$216K	2,406	−569	trim
363	LGT Group Foundation	$215K	2,327	−1,686	trim
364	WEALTH ALLIANCE, LLC	$213K	2,305	+2,305	new
365	Integrated Quantitative Investments LLC	$211K	2,291	+2,291	new
366	EVOKE WEALTH, LLC	$209K	2,270	−1,098	trim
367	FIDELIS CAPITAL PARTNERS, LLC	$209K	2,262	+2,262	new
368	Quantum Financial Advisors, LLC	$207K	2,250	+2,250	new
369	NORDEN GROUP LLC	$204K	2,214	+2,214	new
370	Symmetry Partners, LLC	$204K	2,210	+2,210	new
371	CHILDRESS CAPITAL ADVISORS, LLC	$203K	2,206	+2,206	new
372	Meeder Advisory Services, Inc.	$203K	2,204	+2,204	new
373	Fieldview Capital Management, LLC	$202K	2,189	+2,189	new
374	Commonwealth Financial Services, LLC	$200K	2,170	+2,170	new
375	SIGNATUREFD, LLC	$197K	2,134	+421	add
376	Scarborough Advisors, LLC	$196K	2,124	+2,124	new
377	Allworth Financial LP	$193K	2,094	+429	add
378	MATHER GROUP, LLC.	$189K	2,054	+2,054	new
379	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$164K	1,776	+1,429	add
380	Larson Financial Group LLC	$156K	1,690	+377	add
381	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$148K	1,604	+155	add
382	Quarry LP	$136K	1,480	+150	add
383	True Wealth Design, LLC	$127K	1,380	+31	add
384	WESTPAC BANKING CORP	$120K	1,303	+1,303	new
385	FIL Ltd	$119K	1,292	−433	trim
386	STEPH & CO	$110K	1,196	+746	add
387	AlphaCentric Advisors LLC	$103K	1,115	+71	add
388	Arax Advisory Partners	$99.1K	1,075	−2,067	trim
389	Smartleaf Asset Management LLC	$90.5K	995	−4	trim
390	MACQUARIE GROUP LTD	$86.4K	937	+937	new
391	Deseret Mutual Benefit Administrators	$79.8K	865	+380	add
392	Blue Trust, Inc.	$76.4K	829	+27	add
393	MAI Capital Management	$61.5K	667	+174	add
394	JONES FINANCIAL COMPANIES LLLP	$59.2K	642	+40	add
395	ASSETMARK, INC	$57.7K	626	−355	trim
396	Bayforest Capital Ltd	$55.6K	603	−2,130	trim
397	SJS Investment Consulting Inc.	$54.9K	595	−64	trim
398	ISLAY CAPITAL MANAGEMENT, LLC	$51.6K	560	−9,617	trim
399	WOLVERINE ASSET MANAGEMENT LLC	$49.8K	540	−2,100	trim
400	STANCE CAPITAL LLC	$46.1K	500	−17,677	trim
401	Parkside Financial Bank & Trust	$39.1K	424	+107	add
402	Mitsubishi UFJ Asset Management Co., Ltd.	$35.3K	383	0	no change
403	Transamerica Financial Advisors, LLC	$34.1K	370	+112	add
404	CVA Family Office, LLC	$29.4K	319	+312	add
405	Walleye Capital LLC	$27.7K	300	+300	new
406	Premier Fund Managers Ltd	$27.5K	302,241	−11,459	trim
407	Measured Wealth Private Client Group, LLC	$27.4K	297	−38	trim
408	Clark Wealth Partners	$25.5K	277	0	no change
409	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$25.5K	277	+277	new
410	JFS WEALTH ADVISORS, LLC	$24.2K	262	+11	add
411	Geneos Wealth Management Inc.	$23.5K	255	0	no change
412	ARMSTRONG ADVISORY GROUP, INC	$23.1K	250	0	no change
413	Clearstead Trust, LLC	$19.0K	206	0	no change
414	Bell Investment Advisors, Inc	$18.1K	196	−10	trim
415	Millstone Evans Group, LLC	$17.7K	192	0	no change
416	Retirement Wealth Solutions LLC	$17.1K	185	+18	add
417	Keating Financial Advisory Services, Inc.	$16.1K	175	+17	add
418	MEEDER ASSET MANAGEMENT INC	$16.0K	174	+116	add
419	Intentional Wealth Strategies, LLC	$15.2K	165	—	no prior
420	Cherry Tree Wealth Management, LLC	$14.8K	161	0	no change
421	CANADA LIFE ASSURANCE Co	$14.2K	153,502	−4,575	trim
422	Addison Advisors LLC	$13.5K	146	+42	add
423	Owl Creek Wealth Partners LLC	$12.9K	140	—	no prior
424	ELEVATION WEALTH PARTNERS, LLC	$11.6K	126	0	no change
425	NATIXIS ADVISORS, LLC	$11.3K	122,159	+6,157	add
426	Asset Dedication, LLC	$10.6K	115	0	no change
427	WPG Advisers, LLC	$10.6K	115	0	no change
428	CALDWELL SUTTER CAPITAL, INC.	$9.8K	106	0	no change
429	Treasurer of the State of North Carolina	$8.9K	96,025	+2,046	add
430	BARTLETT & CO. WEALTH MANAGEMENT LLC	$8.8K	97	0	no change
431	HighMark Wealth Management LLC	$8.5K	92	−5	trim
432	KBC Group NV	$7.8K	85,114	+79,090	add
433	Kemnay Advisory Services Inc.	$7.7K	84	+84	new
434	Triumph Capital Management	$7.7K	83	+67	add
435	Marquette Asset Management, LLC	$7.6K	82	0	no change
436	SHP Wealth Management	$7.5K	82	−21	trim
437	Annis Gardner Whiting Capital Advisors, LLC	$7.4K	80	0	no change
438	Cassaday & Co Wealth Management LLC	$7.1K	77	+77	new
439	United Financial Planning Group LLC	$6.8K	74	+74	new
440	Beaird Harris Wealth Management, LLC	$6.7K	73	0	no change
441	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$6.2K	68	0	no change
442	Vanguard National Trust Co	$5.7K	62	—	no prior
443	State of Alaska, Department of Revenue	$5.7K	61,802	−345	trim
444	Dogwood Wealth Management LLC	$5.6K	61	+61	new
445	Elevated Capital Advisors, LLC	$5.3K	58	0	no change
446	First Pacific Financial	$5.3K	57	+57	new
447	THRIVENT FINANCIAL FOR LUTHERANS	$5.2K	56,022	+1,961	add
448	Rialto Wealth Management, LLC	$5.2K	56	+11	add
449	JPL Wealth Management, LLC	$5.0K	54	+54	new
450	DiNuzzo Private Wealth, Inc.	$4.4K	48	0	no change
451	Provenance Wealth Advisors, LLC	$4.3K	47	0	no change
452	Ritter Daniher Financial Advisory LLC / DE	$4.2K	46	0	no change
453	Salomon & Ludwin, LLC	$3.8K	42	0	no change
454	Kilter Group LLC	$3.6K	39	+9	add
455	RMG Wealth Management LLC	$3.4K	41	+41	new
456	Private Wealth Management Group, LLC	$3.0K	32	0	no change
457	Signature Equity Partners, LLC	$3.0K	32	+32	new
458	Spire Wealth Management	$2.9K	31	−14	trim
459	Cromwell Holdings LLC	$2.9K	31	0	no change
460	South Dakota Investment Council	$2.7K	29,809	0	no change
461	JNBA Financial Advisors	$2.5K	27	0	no change
462	SouthState Bank Corp	$2.4K	26	+5	add
463	MidFirst Bank	$2.4K	26	−2,870	trim
464	HRT FINANCIAL LP	$2.4K	25,889	+25,889	new
465	FINANCIAL CONSULATE, INC	$2.3K	25	0	no change
466	Fairman Group, LLC	$2.2K	24	0	no change
467	Abound Wealth Management	$2.1K	22	+22	new
468	N.E.W. Advisory Services LLC	$2.0K	22	0	no change
469	SkyView Investment Advisors, LLC	$2.0K	21,181	+411	add
470	BROWN, LISLE/CUMMINGS, INC.	$1.8K	20	−24	trim
471	HFM Investment Advisors, LLC	$1.5K	16	+2	add
472	Prestige Wealth Management Group LLC	$1.4K	15	+15	new
473	Vermillion Wealth Management, Inc.	$1.4K	15	+15	new
474	MONTAG A & ASSOCIATES INC	$1.4K	15	−2	trim
475	Sachetta, LLC	$1.1K	12	0	no change
476	WOLFF WIESE MAGANA LLC	$923	10	0	no change
477	Frazier Financial Advisors, LLC	$923	10	+10	new
478	Stone House Investment Management, LLC	$922	10	0	no change
479	TOTH FINANCIAL ADVISORY CORP	$830	9	0	no change
480	Vestcor Inc	$778	8,440	−18,967	trim
481	Rakuten Securities, Inc.	$738	8	+1	add
482	Physician Wealth Advisors, Inc.	$646	7	0	no change
483	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$590	6,399	0	no change
484	Quaker Wealth Management, LLC	$554	6	0	no change
485	Seneschal Advisors, LLC	$554	6	0	no change
486	GHP Investment Advisors, Inc.	$462	5	+5	new
487	Grove Bank & Trust	$461	5	+5	new
488	MV CAPITAL MANAGEMENT, INC.	$369	4	+4	new
489	Investors Portfolio Services LLC	$341	4	+4	new
490	PARK AVENUE SECURITIES LLC	$321	3,481	−73	trim
491	DekaBank Deutsche Girozentrale	$313	3,389	0	no change
492	American Capital Advisory, LLC	$277	3	+1	add
493	Claret Asset Management Corp	$273	2,961	+1	add
494	PEAPACK GLADSTONE FINANCIAL CORP	$230	2,496	+2,496	new
495	Manchester Capital Management LLC	$185	2	0	no change
496	West Branch Capital LLC	$185	2	0	no change
497	Employees Retirement System of Texas	$176	1,911	0	no change
498	TFC Financial Management, Inc.	$93	1	0	no change
499	Harvest Fund Management Co., Ltd	$58	627	0	no change
500	Smithfield Trust Co	$31	333	0	no change

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · USFD

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Lone Pine Capital, Gotham Asset Management $393M held
Trimming: 3 Glenview Capital, Bridgewater Associates, Caxton Associates $41.5M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · US FOODS HLDG CORP

Merged timeline of congressional filings and notable-manager moves on USFD
Date	Who	Change	Size
2026-05-15	Lone Pine Capital 13F	new	+3,795,998 sh
2026-05-15	Gotham Asset Management 13F	add	+50,540 sh
2026-05-15	Glenview Capital 13F	trim	−753,756 sh
2026-05-15	Bridgewater Associates 13F	trim	−182,123 sh
2026-05-14	Caxton Associates 13F	trim	−3,390 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

5 members of Congress disclosed USFD — the congressional view ↗