USFD

US Foods Holding Corp.

Consumer Discretionary · Wholesale · ROSEMONT, IL · CIK 0001665918

The business

US Foods Holding Corp. (NYSE: USF) operates as a leading foodservice distributor in the United States, serving approximately 250,000 customer locations nationwide through its wholly owned subsidiary US Foods, Inc. The company's website is located at www.usfoods.com.

The company supplies fresh, frozen, and dry food products along with non-food items sourced from thousands of suppliers to independent restaurants, chain restaurants, healthcare facilities, hospitality venues, government entities, and educational institutions. US Foods operates as a single business segment with standardized processes and a hybrid organizational model that combines centralized national scale with localized execution. The company maintains an extensive network of over 70 distribution facilities, a fleet exceeding 6,500 trucks, and more than 90 cash and carry locations branded as CHEF'STORE.

US Foods' business strategy centers on its "WE HELP YOU MAKE IT" brand promise, which emphasizes three core pillars: More Quality through its extensive Exclusive Brands portfolio spanning grocery, produce, and center-of-the-plate categories; More Tools through its industry-leading MOXē digital platform that enables customers to manage orders, inventory, and profitability; and More Deliveries through scheduled delivery services, the Pronto program offering daily deliveries in high-density markets, and US Foods Direct online ordering.

The company's product portfolio generated approximately $39.4 billion in net sales during fiscal year 2025, with meats and seafood representing the largest category at approximately 35 percent of sales, followed by dry grocery products, refrigerated and frozen grocery products, dairy, equipment and supplies, beverages, and produce. Over 4,000 sales associates manage customer relationships at local, regional, and national levels, supported by sophisticated marketing and category management capabilities.

US Foods employs approximately 30,000 associates, with roughly 70 percent in hourly positions and approximately 22 percent represented by union agreements. The company has strategically pursued acquisitions to enhance its market position, including the 2025 acquisitions of Jake's Finer Foods and Gourmet Ranch in Texas and Shetakis in Nevada, expanding its reach in key regional markets while maintaining focus on organic growth through its core distribution and value-added services.

Ownership

Who holds US Foods Holding Corp. — from fund N-PORT and institutional 13F filings · N-PORT 2026Q1 · 13F 2026-03-31

617
funds hold it
1 of 36
superinvestors hold it
$11.00B
fund-held value
5
bond issues held by funds

Top fund holders

Fund% of fundValue
iShares Core S&P Mid-Cap ETF
IJH · iShares Trust
0.63%$673.30M
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.03%$645.42M
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.28%$468.91M
American Balanced Fund
ABALX
0.18%$462.52M
Victory Sycamore Established Value Fund
VETAX · Victory Portfolios
2.47%$371.61M

Superinvestors in US Foods Holding Corp.

Stephen MandelNEW
Lone Pine Capital
2.8%

Share of each manager's reported 13F portfolio.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

15 years of US Foods Holding Corp.'s financials

Income statement, balance sheet and cash flow across 15 years, every filing with its disclosures, and each number traceable to the filing it came from — free with an account, no card required.

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