Position in UNFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,223,044
-$4,176,288 QoQ
Shares Held
946,421
-10.0% QoQ
Ownership
1.56%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 357 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in UNFI Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026MORGAN STANLEY holds $1,144,215,152 across 10 Food Distribution names. UNFI ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
5,702,674 | $476,629,483 | |
| 2 | USFD |
US Foods Holding Corp.
|
3,162,670 | $323,382,998 | |
| 3 | PFGC |
Performance Food Group Co
|
2,100,689 | $234,836,014 | |
| 4 | UNFI |
United Natural Foods Inc
This page
|
946,421 | $43,223,044 | |
| 5 | CHEF |
Chefs' Warehouse, Inc.
|
402,233 | $38,654,589 | |
| 6 | ANDE |
Andersons, Inc.
|
347,609 | $23,776,452 | |
| 7 | AVO |
Mission Produce, Inc.
|
286,823 | $3,381,641 | |
| 8 | HFFG |
HF Foods Group Inc.
|
175,692 | $247,723 |
All Filings in UNFI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,223,044 | 946,421 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $47,399,332 | 1,051,916 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $41,323,153 | 1,227,299 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $37,777,323 | 1,004,182 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $29,561,551 | 1,268,192 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $35,048,158 | 1,279,597 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $33,530,147 | 1,227,761 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $18,946,328 | 1,126,417 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $12,164,079 | 928,556 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $8,868,851 | 771,876 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $19,524,669 | 1,202,999 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $11,102,511 | 785,185 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $15,156,016 | 775,244 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $18,232,642 | 691,941 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $23,661,522 | 611,251 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $18,171,586 | 528,705 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,400,258 | 619,296 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $16,150,769 | 390,587 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $12,701,705 | 258,796 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $20,928,185 | 432,222 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $17,443,461 | 471,700 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $16,547,339 | 502,348 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,170,369 | 448,990 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,499,066 | 302,560 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,805,729 | 318,821 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,590,579 | 391,131 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||