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.
| # | 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 | ▲New +10.2M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $913.0M | 9.9M | ▲New +9.9M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $634.1M | 6.9M | ▲+0.8% Added · +57K sh | Q1 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 | GEODE CAPITAL MANAGEMENT, LLC | $485.9M | 5.3M | ▲+29% Added · +1.2M sh | Q1 2026 | |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $409.9M | 4.4M | ▲+6.7% Added · +279K sh | Q1 2026 | |
| 11 | D1 Capital Partners L.P. | $395.0M | 4.3M | —Held | Q1 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 | JPMORGAN CHASE & CO | $196.0M | 2.2M | ▼−8.2% Reduced · −191K sh | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $187.7M | 2.0M | ▲+35% Added · +524K sh | Q1 2026 | |
| 23 | UBS Group AG | $183.8M | 2.0M | ▲+70% Added · +819K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $174.1M | 1.9M | ▲+1.4% Added · +27K sh | Q1 2026 | |
| 25 | AQR CAPITAL MANAGEMENT LLC | $156.7M | 1.7M | ▼−21% Reduced · −445K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 5, 2026 | Taylor Randy J | See Remarks | Tax withholding (F) | 1K | $108K |
| May 19, 2026 | TEHLE DAVID M | Director | Option exercise (M) | 2K | $0 |
| May 19, 2026 | TEHLE DAVID M | Director | Option exercise (M) | 406 | $0 |
| May 19, 2026 | TEHLE DAVID M | Director | Option exercise (M) | 406 | $0 |
| May 19, 2026 | TEHLE DAVID M | Director | Tax withholding (F) | 467 | $38K |
| May 19, 2026 | TEHLE DAVID M | Director | Option exercise (M) | 2K | $38K |
| May 19, 2026 | TEHLE DAVID M | Director | Tax withholding (F) | 117 | $10K |
| May 19, 2026 | TEHLE DAVID M | Director | Option exercise (M) | 406 | $10K |
| May 19, 2026 | TEHLE DAVID M | Director | Tax withholding (F) | 117 | $10K |
| May 19, 2026 | TEHLE DAVID M | Director | Option exercise (M) | 406 | $10K |
| May 14, 2026 | ZIEGLER ANN ELIZABETH | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | BACHELDER CHERYL A | Director | Grant (A) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 217 funds | $187.2B |
| NVIDIA CORPNVDA | 214 funds | $346.3B |
| MICROSOFT CORPMSFT | 214 funds | $246.1B |
| ALPHABET INC-CL AGOOGL | 214 funds | $159.5B |
| BROADCOM INCAVGO | 213 funds | $135.4B |
| JPMORGAN CHASE & COJPM | 213 funds | $63.3B |
| META PLATFORMS INC-CLASS AMETA | 212 funds | $103.1B |
| APPLE INCAAPL | 211 funds | $249.1B |
| ELI LILLY & COLLY | 209 funds | $71.1B |
| VISA INC-CLASS A SHARESV | 209 funds | $55.8B |
| CISCO SYSTEMS INCCSCO | 206 funds | $29.5B |
| ALPHABET INC-CL CGOOG | 205 funds | $108.4B |
Ranked by how many of USFD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.