587 tracked 13F filers disclose a position in USFD as of the latest SEC 13F filings, a combined $17.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.9B | 20.4M | ▲+2.1% Added · +430K sh | Q1 2026 | |
| 2 | Boston Partners | $1.5B | 16.4M | ▲+1.2% Added · +191K sh | Q1 2026 | |
| 3 | FMR LLC | $1.3B | 13.8M | ▼−4.5% Reduced · −642K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $940.7M | 10.2M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $913.0M | 9.9M | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $715.1M | 7.0M | ▲+1.7% Added · +117K sh | Q2 2026 | |
| 7 | VICTORY CAPITAL MANAGEMENT INC | $560.4M | 6.1M | ▲+26% Added · +1.3M sh | Q1 2026 | |
| 8 | T. Rowe Price Investment Management, Inc. | Withheld | 5.7M | ▲+867% Added · +5.1M sh | Q1 2026 | |
| 9 | D1 Capital Partners L.P. | $460.3M | 4.5M | ▲+5.1% Added · +218K sh | Q2 2026 | |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $409.9M | 4.4M | ▲+6.7% Added · +279K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $413.8M | 4.0M | ▼−23% Reduced · −1.2M sh | Q2 2026 | |
| 12 | PRIMECAP MANAGEMENT CO/CA/ | $363.9M | 3.9M | ▲+0.9% Added · +35K sh | Q1 2026 | |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $358.2M | 3.8M | ▼−15% Reduced · −661K sh | Q1 2026 | |
| 14 | LONE PINE CAPITAL LLC | $350.0M | 3.8M | ▲New +3.8M sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $315.6M | 3.4M | ▼−6.0% Reduced · −220K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $305.2M | 3.3M | ▲+9.5% Added · +287K sh | Q1 2026 | |
| 17 | Artisan Partners Limited Partnership | $278.5M | 3.0M | ▼−3.4% Reduced · −107K sh | Q1 2026 | |
| 18 | BANK OF MONTREAL /CAN/ | $250.0M | 2.7M | ▼−5.4% Reduced · −155K sh | Q1 2026 | |
| 19 | ALLIANCEBERNSTEIN L.P. | $199.9M | 2.7M | ▲+226% Added · +1.8M sh | Q1 2026 | |
| 20 | NORGES BANK | $192.8M | 2.6M | ▲+6.9% Added · +166K sh | Q4 2025 | |
| 21 | Avantyr Capital Partners, LP | $220.8M | 2.2M | ▲+35% Added · +558K sh | Q2 2026 | |
| 22 | JPMORGAN CHASE & CO | $196.0M | 2.2M | ▼−8.2% Reduced · −191K sh | Q1 2026 | |
| 23 | Pertento Partners LLP | $220.1M | 2.2M | ▲+16% Added · +299K sh | Q2 2026 | |
| 24 | AMERIPRISE FINANCIAL INC | $187.7M | 2.0M | ▲+35% Added · +524K sh | Q1 2026 | |
| 25 | UBS Group AG | $183.8M | 2.0M | ▲+70% Added · +819K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in USFD and 30 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 350 funds | $217.5B |
| MICROSOFT CORPMSFT | 349 funds | $290.6B |
| META PLATFORMS INC-CLASS AMETA | 347 funds | $122.1B |
| NVIDIA CORPNVDA | 345 funds | $418.2B |
| ALPHABET INC-CL AGOOGL | 345 funds | $188.3B |
| BROADCOM INCAVGO | 342 funds | $165.4B |
| JPMORGAN CHASE & COJPM | 341 funds | $72.7B |
| APPLE INCAAPL | 340 funds | $308.3B |
| VISA INC-CLASS A SHARESV | 334 funds | $69.6B |
| ALPHABET INC-CL CGOOG | 331 funds | $131.1B |
| ELI LILLY & COLLY | 330 funds | $85.9B |
| MICRON TECHNOLOGY INCMU | 328 funds | $53.6B |
Ranked by how many of USFD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 13, 2026 | Taylor Randy J | See Remarks | Sell (S) | 6K | $710K |
| Aug 13, 2026 | Taylor Randy J | See Remarks | Sell (S) | 5K | $574K |
| Aug 7, 2026 | Hancock William Spencer | See Remarks | Sell (S) | 22K | $2.4M |
| Mar 30, 2026 | Locascio Dirk J. | EVP, Chief Financial Officer | Sell (S) | 20K | $1.8M |
| Feb 25, 2026 | Locascio Dirk J. | EVP, Chief Financial Officer | Sell (S) | 25K | $2.4M |
| Feb 18, 2026 | Works James David Jr | See Remarks | Sell (S) | 46K | $4.5M |
| Feb 18, 2026 | Works James David Jr | See Remarks | Sell (S) | 19K | $1.9M |
| Nov 11, 2025 | Guberman Steven | See Remarks | Sell (S) | 59K | $4.2M |
| Jul 10, 2025 | Locascio Dirk J. | EVP, Chief Financial Officer | Sell (S) | 8K | $600K |
| May 15, 2025 | Locascio Dirk J. | EVP, Chief Financial Officer | Sell (S) | 15K | $1.1M |
| May 8, 2025 | Locascio Dirk J. | EVP, Chief Financial Officer | Sell (S) | 10K | $700K |
| Feb 18, 2025 | Bullock David W | Director | Buy (P) | 4K | $284K |
Connected entities for USFD
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/USFD/capital-change-brief"
Use Arkolith's capital_change_brief for USFD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for USFD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.