JBS NV-AJBS
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 239 institutions reported holding JBS NV-A (JBS) in their 13F filings, up 6 from Q3 2025. 39 opened new positions and 36 sold out. The largest holders were BNDES Participacoes S.A. ($2.9B), BlackRock, Inc. ($368.3M) and Davis Selected Advisers ($170.9M). 5 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- JBS NV-A
- CUSIP
- N4732M103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $283.8M |
| Exits | 36 | $269.5M |
All 13F filers, Q3 2025 → Q4 2025: 42,900,898 shares bought and 41,151,482 shares sold, net +1,749,416 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 239 holders
| BNDES Participacoes S.A. | 100.00% | — | 199,311,644 | $2.9B |
| BlackRock, Inc. | 0.01% | Add +9.1% | 25,542,213 | $368.3M |
| Davis Selected Advisers | 0.77% | New | 11,854,741 | $170.9M |
| D. E. Shaw & Co. | 0.08% | Reduce -25.9% | 7,205,628 | $103.9M |
| Ameriprise Financial Inc. | 0.02% | Add +3.9% | 6,840,816 | $98.6M |
| State Street Corp. | 0.00% | Add +5.6% | 6,138,536 | $88.5M |
| Deutsche Bank AG | 0.02% | Add +194.5% | 4,681,793 | $67.5M |
| Alberta Investment Management Corp | 0.44% | Add +9.2% | 4,622,500 | $66.7M |
| Woodline Partners LP | 0.25% | Add +102.0% | 4,556,488 | $65.7M |
| Morgan Stanley | 0.00% | Reduce -8.8% | 4,110,122 | $59.3M |
| Carrhae Capital LLP | 3.51% | Add +801.8% | 3,649,226 | $52.6M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Reduce -10.5% | 3,540,471 | $51.1M |
| Raymond James Financial Inc. | 0.01% | Add +34.5% | 2,975,036 | $42.9M |
| Discovery Capital Management, LLC / CT | 2.31% | Add +512.7% | 2,942,400 | $42.4M |
| BNP Paribas Financial Markets | 0.02% | Reduce -7.6% | 2,591,133 | $37.4M |
| Bank of America Corp. | 0.00% | Add +51.1% | 2,493,212 | $36.0M |
| Geode Capital Management, LLC | 0.00% | Add +14.4% | 2,494,292 | $35.6M |
| Van Eck Associates Corp. | 0.03% | Reduce -28.1% | 2,378,805 | $34.3M |
| Millennium Management | 0.02% | Reduce -63.0% | 2,217,350 | $32.0M |
| Citadel Advisors | 0.02% | Add +113.6% | 2,139,884 | $30.9M |
| Marshall Wace, LLP | 0.03% | Reduce -33.8% | 2,046,950 | $29.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -39.4% | 1,863,268 | $26.9M |
| Brandes Investment Partners, LP | 0.18% | New | 1,678,836 | $24.2M |
| Jump Financial, LLC | 0.32% | Add +55.9% | 1,654,197 | $23.9M |
| Legal & General Group Plc | 0.01% | Reduce -8.6% | 1,633,931 | $23.6M |
| Vanguard Group Inc. | 0.00% | Reduce -7.9% | 1,598,584 | $23.1M |
| Qube Research & Technologies Ltd | 0.03% | Add +0.8% | 1,385,906 | $20.0M |
| HRT Financial LP | 0.06% | Reduce -33.2% | 1,369,634 | $19.8M |
| Loews Corp | 0.16% | No change | 1,330,000 | $19.2M |
| Mason Capital Management LLC | 3.35% | New | 1,306,000 | $18.8M |
| Ramirez Asset Management, Inc. | 2.46% | Add +9.1% | 1,292,547 | $18.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.2% | 1,290,884 | $18.6M |
| Citigroup Inc. | 0.01% | Add +37.4% | 1,202,104 | $17.3M |
| Point72 Asset Management | 0.03% | Reduce -28.9% | 1,103,696 | $15.9M |
| Cinctive Capital Management LP | 0.89% | Add +41.0% | 1,070,517 | $15.4M |
| Bayberry Capital Partners LP | 4.65% | No change | 1,002,000 | $14.4M |
| Maple Rock Capital Partners Inc. | 0.47% | Reduce -7.0% | 985,106 | $14.2M |
| Engineers Gate Manager LP | 0.17% | Add +591.0% | 975,173 | $14.1M |
| Balyasny Asset Management L.P. | 0.03% | New | 974,545 | $14.1M |
| WINTON GROUP Ltd | 0.43% | New | 857,090 | $12.4M |
| Quinn Opportunity Partners LLC | 0.53% | Add +79.6% | 845,901 | $12.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +5.2% | 845,682 | $12.2M |
| Praetorian PR LLC | 5.25% | New | 750,000 | $10.8M |
| Nuveen, LLC | 0.00% | Add +5.9% | 733,039 | $10.6M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -14.4% | 732,796 | $10.6M |
| Private Advisory Group LLC | 0.81% | Add +9.4% | 711,525 | $10.3M |
| California Public Employees Retirement System | 0.01% | Reduce -28.7% | 707,960 | $10.2M |
| Prudential Financial Inc. | 0.01% | Add +122.5% | 702,300 | $10.1M |
| Cohen & Steers, Inc. | 0.02% | Add +32.6% | 658,361 | $9.5M |
| UBS Group AG | 0.00% | Reduce -0.3% | 641,345 | $9.2M |
| Ovata Capital Management Ltd | 0.88% | Add +1724.2% | 499,983 | $7.2M |
| Federated Hermes, Inc. | 0.01% | Reduce -37.1% | 489,105 | $7.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -79.9% | 467,099 | $6.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +34.8% | 455,300 | $6.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +715.0% | 442,794 | $6.4M |
| Pictet Asset Management Holding SA | 0.01% | Add +3.8% | 437,437 | $6.3M |
| New York State Common Retirement Fund | 0.01% | Add +73.4% | 426,600 | $6.2M |
| Moore Capital Management, LP | 0.13% | Add +33.1% | 425,989 | $6.1M |
| Hartree Partners, LP | 2.11% | Reduce -45.7% | 400,000 | $5.8M |
| Quantbot Technologies LP | 0.19% | Reduce -36.8% | 391,287 | $5.6M |
| Amundi | 0.00% | Reduce -12.3% | 390,062 | $5.6M |
| Journey Advisory Group, LLC | 0.47% | Reduce -0.1% | 388,565 | $5.6M |
| Bank of New York Mellon Corp | 0.00% | Add +3.5% | 363,888 | $5.2M |
| SG Americas Securities, LLC | 0.01% | Add +9.9% | 348,350 | $5.0M |
| Bank of Montreal | 0.00% | Add +0.2% | 341,218 | $4.9M |
| NewEdge Wealth, LLC | 0.06% | Add +3.2% | 340,776 | $4.9M |
| tru Independence LLC | 1.23% | New | 339,095 | $4.9M |
| Public Sector Pension Investment Board | 0.02% | Add +10.2% | 325,446 | $4.7M |
| Aberdeen Group plc | 0.01% | Add +0.2% | 318,254 | $4.6M |
| American Century Companies Inc. | 0.00% | Add +0.5% | 277,852 | $4.0M |
| Mirabella Financial Services LLP | 0.40% | Add +10.0% | 270,782 | $3.9M |
| Levin Capital Strategies, L.P. | 0.30% | Reduce -16.1% | 240,108 | $3.5M |
| Itau Unibanco Holding S.A. | 0.08% | New | 220,600 | $3.2M |
| Invesco Ltd. | 0.00% | Reduce -2.8% | 212,805 | $3.1M |
| SPX Gestao de Recursos Ltda | 0.31% | Add +429.8% | 208,100 | $3.0M |
| Northern Trust Corp. | 0.00% | Add +176.9% | 206,018 | $3.0M |
| Atom Investors LP | 0.23% | New | 198,450 | $2.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -46.1% | 197,676 | $2.9M |
| Massachusetts Financial Services Co. | 0.00% | Add +85.1% | 184,118 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +39.5% | 176,371 | $2.5M |
| Sanders Morris Harris LLC | 3.90% | Reduce -11.1% | 173,200 | $2.5M |
| Steadtrust LLC | 1.54% | Add +0.5% | 173,630 | $2.5M |
| Longfellow Investment Management Co. LLC | 0.52% | Reduce -13.3% | 161,118 | $2.3M |
| AQR Capital Management | 0.00% | Reduce -92.1% | 160,934 | $2.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +10.5% | 157,400 | $2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 155,726 | $2.2M |
| Korea Investment CORP | 0.00% | Add +12.1% | 155,062 | $2.2M |
| Walnut Level Capital LLC | 1.75% | New | 152,048 | $2.2M |
| Trexquant Investment LP | 0.02% | New | 150,482 | $2.2M |
| Absolute Gestao de Investimentos Ltda. | 0.23% | New | 150,000 | $2.2M |
| Graham Capital Management, L.P. | 0.11% | Add +364.9% | 150,000 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +34.2% | 149,715 | $2.2M |
| Capital Research Global Investors | 0.00% | Add +2.2% | 148,566 | $2.2M |
| Royal London Asset Management Ltd. | 0.00% | Add +55.6% | 143,300 | $2.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 135,423 | $2.0M |
| Alpine Global Management, LLC | 0.43% | Add +47.1% | 125,000 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +49.9% | 115,255 | $1.7M |
| National Pension Service | 0.00% | New | 113,832 | $1.6M |
| Sei Investments Co. | 0.00% | Add +57.0% | 112,194 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +324.8% | 111,913 | $1.6M |
"% of holder's portfolio" is JBS's weight in each manager's 13F, not the share of JBS NV-A the manager owns.