Follow-The-Filings

Security

SYY

Sysco Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

18 owners 3 exits max 1.2% (Don Yacktman - Yacktman A...)

owners 18
max % 1.2%
tracked value $7.7B
qoq A 8 R 8 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Don Yacktman - Yacktman Asset Management LP 2026 Q1 1.2% Add -0.09 pp 1,234,872 $88M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 1.1% Add +0.31 pp 11,009,012 $785M hist
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 0.9% Exit -0.93 pp 60,000 $4M hist
Kentucky Trust Co. 2026 Q2 stale 0.4% Reduce +0.03 pp 10,657 $891M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Add +0.18 pp 2,417,404 $172M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.2% Add +0.16 pp 3,925,528 $280M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Add +0.07 pp 1,279,622 $91M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add -0.01 pp 62,305,343 $4.6B hist
Mairs & Power Inc. 2026 Q1 0.1% Reduce -0.03 pp 99,279 $7M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.06 pp 7,365,716 $543M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add 0.00 pp 1,496,520 $103M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -0.01 pp 368,115 $26M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.03 pp 799,971 $57M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.06 pp 315,793 $23M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.01 pp 86,468 $6M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.01 pp 49,341 $4M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 778,771 $56M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 2,370 $169 hist
Eminence Capital, LP exited 2026 Q1 last 2025 Q4 1.1% Exit -1.05 pp 897,277 $66M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 423,369 $31M hist
Ken Fisher - Fisher Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 5,790 $427 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $18.88B $78.84B $81.37B
Gross profit $3.43B $14.61B $14.97B
Gross margin * 18.2% 18.5% 18.4%
Net income $429.6M $1.96B $1.83B
Net margin * 2.3% 2.5% 2.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $10.61B $11.04B $11.97B
Total non-current assets * $12.21B $13.87B $14.81B
Total assets $22.82B $24.92B $26.77B
Total current liabilities $8.54B $9.24B $9.92B
Total non-current liabilities $12.24B $13.78B $15B
Total equity $2.01B $1.86B $1.83B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.87B $2.99B $2.51B
Cash from investing -$784.61M -$1.96B -$717M
Cash from financing -$2.06B -$1.04B -$1.41B
Net change in cash $34.66M -$21M $403M

ownership over time

filing count by report period · click a bar for that quarter’s holders