STOCK TITAN

[SCHEDULE 13G/A] US Foods Holding Corp. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary

Wellington Management Group LLP and affiliated Wellington entities report beneficial ownership of 11,276,937 shares of US Foods Holding Corp. common stock, representing approximately 4.87% of the class. The filing shows no sole voting or dispositive power; all voting (9,862,556 shares) and dispositive authority reported is shared. The securities are owned of record by clients of Wellington’s registered investment advisers and the filing states the holdings are held in the ordinary course of business and not for the purpose of changing or influencing control of the company. The disclosure consolidates holdings across parent and subsidiary Wellington entities and clarifies the chain of control among Wellington affiliates.

Wellington Management Group LLP e le entità affiliate di Wellington segnalano la titolarità beneficiaria di 11,276,937 azioni ordinarie di US Foods Holding Corp., corrispondenti a circa il 4,87% della classe. Il deposito indica assenza di poteri esclusivi di voto o di disposizione; tutti i diritti di voto (9,862,556 azioni) e le facoltà di disposizione riportate sono esercitati congiuntamente. I titoli risultano intestati ai clienti dei consulenti d'investimento registrati di Wellington e il deposito dichiara che le partecipazioni sono detenute nell'ordinario svolgimento dell'attività e non con lo scopo di modificare o influenzare il controllo della società. La comunicazione consolida le partecipazioni tra le entità capogruppo e le controllate di Wellington e chiarisce la catena di controllo tra le affiliate di Wellington.

Wellington Management Group LLP y las entidades afiliadas de Wellington declaran la titularidad beneficiaria de 11,276,937 acciones ordinarias de US Foods Holding Corp., que representan aproximadamente el 4.87% de la clase. La presentación indica ausencia de poder exclusivo de voto o de disposición; todos los derechos de voto (9,862,556 acciones) y la autoridad de disposición declarados son compartidos. Los valores figuran registrados a nombre de clientes de los asesores de inversión registrados de Wellington y la presentación afirma que las participaciones se mantienen en el curso normal del negocio y no con el propósito de cambiar o influir en el control de la compañía. La divulgación consolida las tenencias entre las entidades matriz y subsidiarias de Wellington y aclara la cadena de control entre las afiliadas de Wellington.

Wellington Management Group LLP 및 계열 Wellington 법인들은 US Foods Holding Corp. 보통주 11,276,937주를 실질적으로 보유하고 있음을 신고하며, 이는 해당 주식 클래스의 약 4.87%에 해당합니다. 제출서류는 단독 의결권 또는 단독 처분권이 없음을 보여주며; 보고된 모든 의결권(9,862,556주)과 처분 권한은 공동으로 보유됩니다. 해당 증권은 Wellington의 등록된 투자자문사 고객 명의로 소유되어 있으며, 제출서류는 이 보유가 통상적인 업무 범위 내에서 보유된 것이며 회사의 지배권을 변경하거나 영향을 미치기 위한 목적이 아님을 명시합니다. 공시는 Wellington의 모회사와 자회사 전반의 보유를 통합하고 Wellington 계열사들 간의 통제 구조를 명확히 합니다.

Wellington Management Group LLP et les entités affiliées Wellington déclarent la propriété bénéficiaire de 11,276,937 actions ordinaires de US Foods Holding Corp., représentant environ 4,87% de la catégorie. Le dépôt indique l'absence de pouvoir exclusif de vote ou de disposition ; tous les droits de vote (9,862,556 actions) et les pouvoirs de disposition déclarés sont partagés. Les titres sont inscrits au nom des clients des conseillers en investissement enregistrés de Wellington, et le dépôt précise que les participations sont détenues dans le cours normal des activités et non dans le but de modifier ou d'influencer le contrôle de la société. La divulgation consolide les participations entre les entités mères et filiales de Wellington et clarifie la chaîne de contrôle entre les affiliés de Wellington.

Wellington Management Group LLP und angeschlossene Wellington-Gesellschaften melden das wirtschaftliche Eigentum an 11,276,937 Stammaktien der US Foods Holding Corp., was etwa 4,87% der Klasse entspricht. Die Meldung weist kein ausschließliches Stimm- oder Verfügungsrecht aus; alle angegebenen Stimmrechte (9,862,556 Aktien) und Verfügungsbefugnisse werden gemeinschaftlich ausgeübt. Die Wertpapiere sind nach den Unterlagen im Namen von Kunden der bei Wellington registrierten Anlageberater gehalten, und die Meldung erklärt, dass die Beteiligungen im normalen Geschäftsverlauf gehalten werden und nicht zum Zweck der Änderung oder Beeinflussung der Kontrolle über das Unternehmen. Die Offenlegung konsolidiert die Bestände über Mutter- und Tochtergesellschaften von Wellington hinweg und verdeutlicht die Kontrollkette unter den Wellington-Affiliates.

Positive
  • Transparent disclosure of an aggregated position across Wellington affiliates totaling 11,276,937 shares (≈4.87%)
  • Certification of passive intent, stating the shares are held in the ordinary course of business and not to influence control
Negative
  • Below 5% threshold, so the stake is legally non-controlling and may have limited direct influence on shareholder votes
  • Voting power is shared (9,862,556 shares), indicating influence is distributed and not concentrated in a single decision-maker

Insights

TL;DR: Wellington discloses a sizeable passive stake (~4.87%) in US Foods, with shared voting and dispositive power but no intent to seek control.

The report consolidates holdings across Wellington parent and affiliate entities to show an aggregate beneficial position of 11,276,937 shares, below the 5% threshold that typically triggers more intrusive disclosure or control concerns. Shared voting power (9,862,556 shares) and shared dispositive power indicate influence is distributed among Wellington advisers and clients rather than concentrated ownership. The certification that holdings are in the ordinary course and not intended to influence control is standard for a Schedule 13G filing and supports the characterization of a passive investment relationship.

TL;DR: This is a routine 13G aggregation by a large investment adviser group, signalling disclosure and passivity rather than an activist intent.

The filing identifies the parent/subsidiary structure through which beneficial ownership is aggregated, naming specific Wellington entities as holding companies and registered investment advisers. Because the aggregate stake is reported under the Schedule 13G framework and accompanied by a certification that the position is not held to change control, this should be treated as passive ownership for governance analysis. The presence of shared rather than sole powers further reduces likelihood of unilateral governance action stemming from this holding.

Wellington Management Group LLP e le entità affiliate di Wellington segnalano la titolarità beneficiaria di 11,276,937 azioni ordinarie di US Foods Holding Corp., corrispondenti a circa il 4,87% della classe. Il deposito indica assenza di poteri esclusivi di voto o di disposizione; tutti i diritti di voto (9,862,556 azioni) e le facoltà di disposizione riportate sono esercitati congiuntamente. I titoli risultano intestati ai clienti dei consulenti d'investimento registrati di Wellington e il deposito dichiara che le partecipazioni sono detenute nell'ordinario svolgimento dell'attività e non con lo scopo di modificare o influenzare il controllo della società. La comunicazione consolida le partecipazioni tra le entità capogruppo e le controllate di Wellington e chiarisce la catena di controllo tra le affiliate di Wellington.

Wellington Management Group LLP y las entidades afiliadas de Wellington declaran la titularidad beneficiaria de 11,276,937 acciones ordinarias de US Foods Holding Corp., que representan aproximadamente el 4.87% de la clase. La presentación indica ausencia de poder exclusivo de voto o de disposición; todos los derechos de voto (9,862,556 acciones) y la autoridad de disposición declarados son compartidos. Los valores figuran registrados a nombre de clientes de los asesores de inversión registrados de Wellington y la presentación afirma que las participaciones se mantienen en el curso normal del negocio y no con el propósito de cambiar o influir en el control de la compañía. La divulgación consolida las tenencias entre las entidades matriz y subsidiarias de Wellington y aclara la cadena de control entre las afiliadas de Wellington.

Wellington Management Group LLP 및 계열 Wellington 법인들은 US Foods Holding Corp. 보통주 11,276,937주를 실질적으로 보유하고 있음을 신고하며, 이는 해당 주식 클래스의 약 4.87%에 해당합니다. 제출서류는 단독 의결권 또는 단독 처분권이 없음을 보여주며; 보고된 모든 의결권(9,862,556주)과 처분 권한은 공동으로 보유됩니다. 해당 증권은 Wellington의 등록된 투자자문사 고객 명의로 소유되어 있으며, 제출서류는 이 보유가 통상적인 업무 범위 내에서 보유된 것이며 회사의 지배권을 변경하거나 영향을 미치기 위한 목적이 아님을 명시합니다. 공시는 Wellington의 모회사와 자회사 전반의 보유를 통합하고 Wellington 계열사들 간의 통제 구조를 명확히 합니다.

Wellington Management Group LLP et les entités affiliées Wellington déclarent la propriété bénéficiaire de 11,276,937 actions ordinaires de US Foods Holding Corp., représentant environ 4,87% de la catégorie. Le dépôt indique l'absence de pouvoir exclusif de vote ou de disposition ; tous les droits de vote (9,862,556 actions) et les pouvoirs de disposition déclarés sont partagés. Les titres sont inscrits au nom des clients des conseillers en investissement enregistrés de Wellington, et le dépôt précise que les participations sont détenues dans le cours normal des activités et non dans le but de modifier ou d'influencer le contrôle de la société. La divulgation consolide les participations entre les entités mères et filiales de Wellington et clarifie la chaîne de contrôle entre les affiliés de Wellington.

Wellington Management Group LLP und angeschlossene Wellington-Gesellschaften melden das wirtschaftliche Eigentum an 11,276,937 Stammaktien der US Foods Holding Corp., was etwa 4,87% der Klasse entspricht. Die Meldung weist kein ausschließliches Stimm- oder Verfügungsrecht aus; alle angegebenen Stimmrechte (9,862,556 Aktien) und Verfügungsbefugnisse werden gemeinschaftlich ausgeübt. Die Wertpapiere sind nach den Unterlagen im Namen von Kunden der bei Wellington registrierten Anlageberater gehalten, und die Meldung erklärt, dass die Beteiligungen im normalen Geschäftsverlauf gehalten werden und nicht zum Zweck der Änderung oder Beeinflussung der Kontrolle über das Unternehmen. Die Offenlegung konsolidiert die Bestände über Mutter- und Tochtergesellschaften von Wellington hinweg und verdeutlicht die Kontrollkette unter den Wellington-Affiliates.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025

FAQ

How many US Foods (USFD) shares does Wellington report owning?

The filing reports an aggregate beneficial ownership of 11,276,937 shares of US Foods common stock.

What percentage of US Foods does Wellington's holding represent?

The reported position represents approximately 4.87% of the class.

Does Wellington have sole voting or dispositive power over these shares?

No. The filing reports 0 sole voting and 0 sole dispositive power; voting and dispositive authority are reported as shared.

Are these shares held to influence control of US Foods?

No. The filing includes a certification that the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Who actually owns the shares of record?

The securities are owned of record by clients of the Wellington Investment Advisers, according to the filing.
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