Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

US FOODS HLDG CORP (USFD)

619 + Investors. Track Smart Money conviction in USFD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
11Q ▲
Buyers last Q
48%

Smart Money Signals — USFD

Based on 609 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added USFD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
609 hedge funds hold USFD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

309 buying337 selling
Last quarter: 337 funds reduced or exited vs 309 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new USFD position: 95 → 93 → 83 → 111. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 21% new
322 out of 609 hedge funds have held USFD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~111 new funds/quarter

108 → 95 → 93 → 83 → 111 new funds/Q
New funds entering each quarter: 95 → 93 → 83 → 111. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 14% 1-2yr ■ 30% new
Of 619 current holders: 349 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
44 of 609 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in USFD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: USFD

How many hedge funds hold USFD — quarterly history vs. share price
Quarterly hedge fund ownership of USFD vs. share price

Market Analysis: USFD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USFD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

73 top-rated funds 4 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: USFD
2026 Q1 Stats Unlock in 11 days 619 + Investors

Track Smart Money conviction in USFD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 619 613 0.98%
13F Shares 230M 226M 1.68%
Total Value $16.96B $17.22B -1.48%
New Positions 111 83 +28
Increased Positions 206 226 -20
Closed Positions 103 84 +19
Reduced Positions 256 242 +14
Total Calls 6 10 -40.0%
Total Puts 6 8 -25.0%
PUT/CALL Ratio 1.0 0.8 Neutral

Statistics: USFD

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

619 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in USFD. Verified SEC 13F-HR filings.

Top 25 institutional holders of USFD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tradewinds, LLC. 2.27% 75,674 $7.0M
2 Robbins Farley 1.85% 45,447 $4.2M
3 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1.84% 97,635 $9.0M
4 COOKSON PEIRCE & CO INC 1.69% 433,445 $40.0M
5 Avalon Trust Co 1.51% 237,290 $21.9M
6 COMMUNITY TRUST & INVESTMENT CO 0.98% 196,010 $18.1M
7 Oliver Luxxe Assets LLC 0.80% 57,811 $5.3M
8 CORBYN INVESTMENT MANAGEMENT INC/MD 0.76% 24,613 $2.3M
9 Savoir Faire Capital Management, L.P. 0.69% 12,464 $1.1M
10 Westover Capital Advisors, LLC 0.46% 26,927 $2.5M
11 WRIGHT INVESTORS SERVICE INC 0.45% 15,515 $1.4M
12 BESSEMER GROUP INC 0.42% 2,926,696 $270K
13 Triangle Securities Wealth Management 0.33% 16,000 $1.5M
14 Argos Wealth Advisors, LLC 0.33% 12,468 $1.1M
15 Verdence Capital Advisors LLC 0.31% 58,438 $5.4M
16 Artemis Investment Management LLP 0.28% 291,204 $26.9M
17 HMS Capital Management, LLC 0.28% 7,943 $732K
18 Moran Wealth Management, LLC 0.27% 95,501 $8.8M
19 EAGLE ROCK INVESTMENT COMPANY, LLC 0.26% 19,645 $1.8M
20 OP Asset Management Ltd 0.26% 230,752 $24.6M
21 B. Metzler seel. Sohn & Co. AG 0.26% 301,904 $27.8M
22 First American Bank 0.26% 44,657 $4.1M
23 Mount Lucas Management LP 0.24% 7,064 $651K
24 MorganRosel Wealth Management, LLC 0.23% 6,403 $590K
25 Dorsey Wright & Associates 0.23% 20,079 $1.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — US FOODS HLDG CORP (USFD)

What does the Smart Money Trend signal show for USFD?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added USFD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for USFD?

More sellers than buyers — 48% buying: Last quarter: 337 funds reduced or exited vs 309 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for USFD holders?

Elite ownership — 56% AUM from top-100 funds: 44 of 609 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in USFD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held USFD?

53% of holders stayed for 2+ years: 322 out of 609 hedge funds have held USFD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.