20 institutions reported holding $24.7M of US FOODS HLDG CORP (USFD) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMUNITY TRUST & INVESTMENT CO ($19.9M), Gradient Investments LLC ($1.7M), GAMMA Investing LLC ($709,513), CONGRESS ASSET MANAGEMENT CO ($627,304), Versant Capital Management, Inc ($518,203). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | COMMUNITY TRUST & INVESTMENT CO | $19.9M | 194,630 | Trimmed |
| 2 | Gradient Investments LLC | $1.7M | 16,431 | Added |
| 3 | GAMMA Investing LLC | $709,513 | 6,939 | Added |
| 4 | CONGRESS ASSET MANAGEMENT CO | $627,304 | 6,135 | Added |
| 5 | Versant Capital Management, Inc | $518,203 | 5,068 | Trimmed |
| 6 | Assenagon Asset Management S.A. | $490,800 | 4,800 | Trimmed |
| 7 | Quantum Financial Advisors, LLC | $221,065 | 2,162 | Trimmed |
| 8 | Mechanics Bank Trust Department | $215,236 | 2,105 | New |
| 9 | MassMutual Private Wealth & Trust, FSB | $140,083 | 1,370 | Added |
| 10 | CoreCap Advisors, LLC | $87,526 | 856 | Added |
| 11 | Retirement Wealth Solutions LLC | $17,894 | 175 | Trimmed |
| 12 | ELEVATION WEALTH PARTNERS, LLC | $12,884 | 126 | Hold |
| 13 | Cedar Mountain Advisors, LLC | $10,123 | 99 | Hold |
| 14 | EASTERN BANK | $8,078 | 79 | New |
| 15 | Beaird Harris Wealth Management, LLC | $7,465 | 73 | Hold |
| 16 | Dogwood Wealth Management LLC | $6,237 | 61 | Hold |
| 17 | HARBOR INVESTMENT ADVISORY, LLC | $4,806 | 47 | Trimmed |
| 18 | CX Institutional | $2,000 | 21 | Trimmed |
| 19 | Grove Bank & Trust | $0 | 0 | Exited |
| 20 | Avior Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30