SFD — SMITHFIELD FOODS INC
As of Q2 2026, 31 SEC-registered investment managers reported holding SFD (SMITHFIELD FOODS INC) in their latest 13F filings, with a combined reported value of $574.93M across 23.70M shares. That is +17.4% by share count (+3.51M shares) versus the previous quarter, while reported value moved +2.0%. Ownership is concentrated: the five largest holders account for 62.9% of reported value and the top ten for 81.7%.
Compared with the prior quarter, 1 opened new positions, 17 added to existing stakes, 12 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SFD is classified in the Consumer Staples sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Two Sigma Investments history | Q2 2026 | 4.24M | $102.83M | 0.08% | Add |
| AQR Capital Management history | Q2 2026 | 4.11M | $99.78M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 2.91M | $70.51M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 2.28M | $55.25M | 0.01% | Add |
| BlackRock Inc history | Q2 2026 | 1.37M | $33.14M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 1.17M | $28.46M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 926.61K | $22.48M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 818.43K | $19.86M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 805.39K | $19.54M | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 733.30K | $17.79M | 0.03% | Add |
| BNY Mellon history | Q2 2026 | 677.84K | $16.44M | 0.00% | Add |
| Balyasny Asset Management history | Q1 2026 | 564.89K | $15.80M | 0.02% | Reduce |
| Geode Capital Management history | Q2 2026 | 587.97K | $14.26M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 500.48K | $12.57M | 0.00% | New |
| Prudential Financial history | Q2 2026 | 502.28K | $12.19M | 0.01% | Reduce |
| Franklin Resources history | Q2 2026 | 364.21K | $8.84M | 0.00% | Add |
| Soros Fund Management history | Q3 2025 | 368.94K | $8.66M | 0.14% | New |
| Norges Bank Investment Management history | Q2 2026 | 299.20K | $7.26M | 0.00% | Reduce |
| Invesco Ltd history | Q2 2026 | 274.30K | $6.65M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 253.49K | $6.15M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 500.48K sh · $12.57M
Fully Exited (vs previous quarter)
- Balyasny Asset Management sold 564.89K sh · $15.80M
- Bridgewater Associates sold 93.09K sh · $2.60M
- Amundi US sold 12.38K sh · $346.38K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| Two Sigma Investments | 87.57K | 94.91K | 496.66K | 1.40M | 4.22M | 4.24M |
| AQR Capital Management | — | 24.04K | 29.84K | 27.19K | 1.12M | 4.11M |
| Fidelity Management & Research (FMR) | 2.60M | 2.73M | 2.73M | 2.75M | 2.95M | 2.91M |
| Goldman Sachs Group | 156.69K | 136.68K | 433.17K | 161.26K | 423.92K | 2.28M |
| BlackRock Inc | 465.60K | 707.78K | 1.31M | 1.21M | 1.84M | 1.37M |
| UBS Group AG | 636.54K | 242.36K | 694.44K | 1.02M | 1.02M | 1.17M |
| Millennium Management | 2.29M | 1.87M | 3.63M | 2.65M | 1.10M | 926.61K |
| Bank of America Corp | 274.55K | 189.16K | 427.44K | 275.65K | 807.11K | 818.43K |
| Morgan Stanley | 64.82K | 644.08K | 1.95M | 2.09M | 2.40M | 805.39K |
| Renaissance Technologies | 112.80K | 184.90K | 39.10K | 212.30K | 324.50K | 733.30K |
| BNY Mellon | 28.96K | 33.01K | 45.58K | 215.70K | 279.53K | 677.84K |
| Geode Capital Management | 473.40K | 463.92K | 566.49K | 565.15K | 575.37K | 587.97K |
| JPMorgan Chase & Co | 511 | 36.36K | 182.45K | 243.15K | — | 500.48K |
| Prudential Financial | 15.27K | 172.42K | 182.89K | 958.02K | 927.63K | 502.28K |
| Franklin Resources | 11.59K | 11.55K | 225.54K | 45.12K | 143.07K | 364.21K |
| Norges Bank Investment Management | — | 1.33M | — | 1.40M | — | 299.20K |
| Invesco Ltd | 67.69K | 60.50K | 74.74K | 219.45K | 265.14K | 274.30K |
| Charles Schwab Investment Management | — | — | 18.11K | 23.28K | 143.59K | 253.49K |
| Point72 Asset Management | 26.19K | — | 100.48K | 625.70K | 144.03K | 218.09K |
| D. E. Shaw & Co | — | — | — | 417.09K | 271.36K | 194.40K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details