Capital World Investors
· Reduced
−$451M
Change
−5.1M
Date
Q1 2026
US
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Capital World Investors
· Reduced
−$451M
Change
−5.1M
Date
Q1 2026
|
Capital World Investors | Reduced· Q1 2026 | −$451M | −5.1M | – | Q1 2026 | |||||
|
T. Rowe Price Investment Management, Inc.
· Added
+$451M
Change
+5.1M
Date
Q1 2026
|
T. Rowe Price Investment Management, Inc. | Added· Q1 2026 | +$451M | +5.1M | – | Q1 2026 | |||||
|
Lone Pine Capital LLC
· New
+$336M
Change
+3.8M
Date
Q1 2026
|
Lone Pine Capital LLC | New· Q1 2026 | +$336M | +3.8M | – | Q1 2026 | |||||
|
Norges
· Exited
−$227M
Change
−2.6M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$227M | −2.6M | −100.0% | Q1 2026 | |||||
|
Invesco Ltd.
· Reduced
−$180M
Change
−2.0M
Δ Own
−24.9%
Date
Q1 2026
|
Invesco Ltd. | Reduced· Q1 2026 | −$180M | −2.0M | −24.9% | Q1 2026 | |||||
|
Wellington Management Group LLP
· Added
+$174M
Change
+2.0M
Δ Own
+14.3%
Date
Q1 2026
|
Wellington Management Group LLP | Added· Q1 2026 | +$174M | +2.0M | +14.3% | Q1 2026 | |||||
|
Capital International Investors
· New
+$165M
Change
+1.9M
Date
Q1 2026
|
Capital International Investors | New· Q1 2026 | +$165M | +1.9M | – | Q1 2026 | |||||
|
Alliancebernstein L.P.
· Added
+$163M
Change
+1.8M
Date
Q1 2026
|
Alliancebernstein L.P. | Added· Q1 2026 | +$163M | +1.8M | – | Q1 2026 | |||||
|
Avantyr Capital Partners, LP
· New
+$142M
Change
+1.6M
Date
Q1 2026
|
Avantyr Capital Partners, LP | New· Q1 2026 | +$142M | +1.6M | – | Q1 2026 | |||||
|
Clarkston Capital Partners, LLC
· Reduced
−$131M
Change
−1.5M
Date
Q1 2026
|
Clarkston Capital Partners, LLC | Reduced· Q1 2026 | −$131M | −1.5M | – | Q1 2026 | |||||
|
Panagora Asset Management Inc
· Reduced
−$123M
Change
−1.4M
Date
Q1 2026
|
Panagora Asset Management Inc | Reduced· Q1 2026 | −$123M | −1.4M | – | Q1 2026 | |||||
|
Victory Capital Management Inc
· Added
+$112M
Change
+1.3M
Date
Q1 2026
|
Victory Capital Management Inc | Added· Q1 2026 | +$112M | +1.3M | – | Q1 2026 | |||||
|
Sumitomo Mitsui Trust Group, Inc.
· Added
+$109M
Change
+1.2M
Date
Q1 2026
|
Sumitomo Mitsui Trust Group, Inc. | Added· Q1 2026 | +$109M | +1.2M | – | Q1 2026 | |||||
|
Geode
· Added
+$106M
Change
+1.2M
Date
Q1 2026
|
Geode | Added· Q1 2026 | +$106M | +1.2M | – | Q1 2026 | |||||
|
Qube Research & Technologies Ltd
· Reduced
−$90M
Change
−1.0M
Date
Q1 2026
|
Qube Research & Technologies Ltd | Reduced· Q1 2026 | −$90M | −1.0M | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Taylor Randy J.
· Officer
Tax withholding or exercise payment (F)
-$108K
|
Taylor Randy J. | Officer | Tax withholding or exercise payment (F) | $84.61 | -1K | -$108K | 74K | – | Jun 5, 2026 | Jun 8, 2026 | |||||||||
|
Tehle David M.
· Director
6 operations
0
|
Tehle David M. | Director | 6 operations | $23.50 | 0 | – | 0 | – | May 19, 2026 | May 21, 2026 | |||||||||
|
Tehle David M.
· Director
3 operations
-$57K
|
Tehle David M. | Director | 3 operations | $81.74–$81.87 | -701 | -$57K | 41K | – | May 19, 2026 | May 21, 2026 | |||||||||
|
Ziegler Ann Elizabeth
· Director
Grant (A)
2K
|
Ziegler Ann Elizabeth | Director | Grant (A) | – | 2K | – | 32K | – | May 14, 2026 | May 18, 2026 | |||||||||
|
Roach Quentin
· Director
Grant (A)
2K
|
Roach Quentin | Director | Grant (A) | – | 2K | – | 16K | – | May 14, 2026 | May 18, 2026 | |||||||||
|
Tehle David M.
· Director
Grant (A)
2K
|
Tehle David M. | Director | Grant (A) | – | 2K | – | 39K | – | May 14, 2026 | May 18, 2026 | |||||||||
|
Pforzheimer Carl Andrew
· Director
Grant (A)
2K
|
Pforzheimer Carl Andrew | Director | Grant (A) | – | 2K | – | 43K | – | May 14, 2026 | May 18, 2026 | |||||||||
|
Gottschalk Marla C.
· Director
Grant (A)
2K
|
Gottschalk Marla C. | Director | Grant (A) | – | 2K | – | 16K | – | May 14, 2026 | May 18, 2026 | |||||||||
|
Bullock David W.
· Director
Grant (A)
2K
|
Bullock David W. | Director | Grant (A) | – | 2K | – | 9K | – | May 14, 2026 | May 18, 2026 | |||||||||
|
Bachelder Cheryl A.
· Director
Grant (A)
2K
|
Bachelder Cheryl A. | Director | Grant (A) | – | 2K | – | 35K | – | May 14, 2026 | May 18, 2026 | |||||||||
|
Locascio Dirk J.
· Officer
Sell
−$1.8M
|
Locascio Dirk J. | Officer | Sell | $91.19 | −20K | −$1.8M | 106K | – | Mar 30, 2026 | Mar 31, 2026 | |||||||||
|
Locascio Dirk J.
· Officer
2 operations
85K
|
Locascio Dirk J. | Officer | 2 operations | – | 85K | – | 122K | – | Mar 30, 2026 | Mar 31, 2026 | |||||||||
|
Locascio Dirk J.
· Officer
Gift (G)
-85K
|
Locascio Dirk J. | Officer | Gift (G) | – | -85K | – | 21K | – | Mar 30, 2026 | Mar 31, 2026 | |||||||||
|
Taylor Randy J.
· Officer
2 operations
-$423K
|
Taylor Randy J. | Officer | 2 operations | $90.86 | -5K | -$423K | 76K | – | Mar 27, 2026 | Mar 31, 2026 | |||||||||
|
Taylor Randy J.
· Officer
Grant (A)
9K
|
Taylor Randy J. | Officer | Grant (A) | – | 9K | – | 80K | – | Mar 27, 2026 | Mar 31, 2026 | |||||||||
N
M
G
A
A
M
647 reporting institutions disclosed USFD position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.