INTECH INVESTMENT MANAGEMENT LLC has opened a new $15.1M position in $USFD, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $USFD.
$USFD Hedge Fund Activity
We have seen 318 institutional investors add shares of $USFD stock to their portfolio, and 347 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VICTORY CAPITAL MANAGEMENT INC removed 3,181,001 shares (-38.3%) from their portfolio in Q3 2025, for an estimated $243,728,296
- D1 CAPITAL PARTNERS L.P. added 2,329,200 shares (+225.7%) to their portfolio in Q3 2025, for an estimated $178,463,304
- WELLINGTON MANAGEMENT GROUP LLP added 1,599,033 shares (+14.2%) to their portfolio in Q3 2025, for an estimated $122,517,908
- SACHEM HEAD CAPITAL MANAGEMENT LP removed 1,490,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $114,163,800
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,221,211 shares (-21.4%) from their portfolio in Q4 2025, for an estimated $91,981,612
- CAPITAL WORLD INVESTORS added 1,155,254 shares (+11.0%) to their portfolio in Q3 2025, for an estimated $88,515,561
- BOSTON PARTNERS added 929,274 shares (+6.1%) to their portfolio in Q3 2025, for an estimated $71,200,973
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$USFD Insider Trading Activity
$USFD insiders have traded $USFD stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $USFD stock by insiders over the last 6 months:
- STEVEN GUBERMAN (See Remarks) sold 58,632 shares for an estimated $4,221,504
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$USFD Government Contracts
We have seen $454,204,665 of award payments to $USFD over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- EXPRESS REPORT: SUBSISTENCE PRIME VENDOR (SPV)FY2025 MARCH: $23,961,828
- EXPRESS REPORT: SUBSISTENCE PRIME VENDOR (SPV)FY2026 NOVEMBER: $23,386,057
- EXPRESS REPORT: SUBSISTENCE PRIME VENDOR (SPV)FY2025 JULY: $13,263,196
- EXPRESS REPORT: SUBSISTENCE PRIME VENDOR (SPV)FY2026 OCTOBER: $13,083,092
- EXPRESS REPORT: SUBSISTENCE PRIME VENDOR (SPV)FY2025 MAY: $12,535,942
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$USFD Congressional Stock Trading
Members of Congress have traded $USFD stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $USFD stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 08/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$USFD Analyst Ratings
Wall Street analysts have issued reports on $USFD in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 11/07/2025
- Bernstein issued a "Outperform" rating on 10/22/2025
- Piper Sandler issued a "Overweight" rating on 09/02/2025
To track analyst ratings and price targets for $USFD, check out Quiver Quantitative's $USFD forecast page.
$USFD Price Targets
Multiple analysts have issued price targets for $USFD recently. We have seen 5 analysts offer price targets for $USFD in the last 6 months, with a median target of $95.0.
Here are some recent targets:
- Karen Holthouse from Citigroup set a target price of $95.0 on 01/27/2026
- John Heinbockel from Guggenheim set a target price of $95.0 on 01/20/2026
- Jeffrey Bernstein from Barclays set a target price of $90.0 on 11/07/2025
- Danilo Gargiulo from Bernstein set a target price of $95.0 on 10/22/2025
- Brian Mullan from Piper Sandler set a target price of $85.0 on 09/02/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $USFD ticker page for more data.
