USFD (US Foods Holding Corp.) Stock Analysis - Hedge Fund Holdings

US Foods Holding Corp. (USFD) is a publicly traded Consumer Defensive sector company. As of May 20, 2026, USFD trades at $83.95 with a market cap of $18.07B and a P/E ratio of 27.05. USFD moved -0.15% today. Year to date, USFD is +6.64%; over the trailing twelve months it is +4.21%. Its 52-week range spans $57.36 to $102.13. Analyst consensus is strong buy with an average price target of $106.57. Rallies surfaces USFD's financials, insider trades, hedge fund holdings, congressional trades, analyst ratings, and AI-generated research below.

Who owns USFD stock?

Hedge funds tracked by Rallies that own USFD include D1 Capital, Maverick Capital, Glenview Capital, Davidson Kempner, and Panagora Asset. The latest tracked quarter is Mar 31, 2026. Rallies shows current holdings, share counts, position changes, and 13F ownership context for US Foods Holding Corp..

USFD Key Metrics

Key financial metrics for USFD
MetricValue
Price$83.95
Market Cap$18.07B
P/E Ratio27.05
EPS$3.01
Dividend Yield0.00%
52-Week High$102.13
52-Week Low$57.36
Volume3.38M
Avg Volume0
Revenue (TTM)$39.68B
Net Income$677.00M
Gross Margin17.39%

Top Hedge Funds Holding USFD

  • D1 Capital holds 4.28M shares of USFD, changed +0.00% as of Mar 31, 2026.
  • Maverick Capital holds 753.55K shares of USFD, changed +0.00% as of Dec 31, 2023.
  • Glenview Capital holds 384.01K shares of USFD, changed -66.25% as of Mar 31, 2026.
  • Davidson Kempner holds 316.26K shares of USFD, changed +0.00% as of Dec 31, 2025.
  • Panagora Asset holds 111.61K shares of USFD, changed -92.54% as of Mar 31, 2026.

Latest USFD News

Recent USFD Insider Trades

  • Locascio Dirk J. sold 20.00K (~$1.82M) on Mar 30, 2026.
  • Locascio Dirk J. sold 25.10K (~$2.42M) on Feb 25, 2026.
  • Works James David Jr sold 46.45K (~$4.48M) on Feb 18, 2026.

USFD Analyst Consensus

7 analysts cover USFD: 0 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell. Consensus rating is strong buy. Average price target: $106.57.

Common questions about USFD

Who owns USFD stock?
Hedge funds tracked by Rallies that own USFD include D1 Capital, Maverick Capital, Glenview Capital, Davidson Kempner, and Panagora Asset. The latest tracked quarter is Mar 31, 2026. Rallies shows current holdings, share counts, position changes, and 13F ownership context for US Foods Holding Corp..
Does Rallies show 13F holders for USFD?
Yes. Rallies tracks hedge fund and 13F ownership data for USFD, including fund names, share counts, latest tracked quarter, and position changes when available.
Is USFD research on Rallies investment advice?
No. Rallies provides research, data, and educational context for USFD. It does not provide personalized investment advice.
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