Smithfield FoodsSFD
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 202 institutions reported holding Smithfield Foods Inc. (SFD) in their 13F filings, down 2 from Q3 2025. 33 opened new positions and 38 sold out. The largest holders were FMR LLC ($61.5M), Millennium Management ($59.2M) and Zimmer Partners, LP ($46.7M). 9 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Smithfield Foods Inc.
- CUSIP
- 832248207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $53.2M |
| Exits | 38 | $79.3M |
All 13F filers, Q3 2025 → Q4 2025: 10,282,415 shares bought and 10,857,569 shares sold, net −575,154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 202 holders
| FMR LLC | 0.00% | Add +0.8% | 2,754,595 | $61.5M |
| Millennium Management | 0.04% | Reduce -27.0% | 2,651,940 | $59.2M |
| Zimmer Partners, LP | 1.23% | Add +13.8% | 2,090,000 | $46.7M |
| Morgan Stanley | 0.00% | Add +7.1% | 2,088,209 | $46.6M |
| Two Sigma Advisers, LP | 0.09% | Add +17.5% | 2,031,000 | $45.4M |
| Jacobs Levy Equity Management, Inc. | 0.13% | Add +28.8% | 1,560,647 | $34.8M |
| Deutsche Bank AG | 0.01% | Add +8.3% | 1,431,029 | $32.0M |
| Two Sigma Investments, LP | 0.05% | Add +182.3% | 1,402,258 | $31.3M |
| Norges Bank | 0.00% | — | 1,401,313 | $31.3M |
| Qube Research & Technologies Ltd | 0.04% | Add +25.3% | 1,329,920 | $29.7M |
| BlackRock, Inc. | 0.00% | Reduce -7.9% | 1,207,173 | $27.0M |
| Fourth Sail Capital LP | 4.09% | Add +16.2% | 1,140,619 | $25.5M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -34.6% | 1,089,266 | $24.3M |
| UBS Group AG | 0.00% | Add +47.4% | 1,023,625 | $22.9M |
| Prudential Financial Inc. | 0.03% | Add +423.8% | 958,018 | $21.4M |
| Russell Investments Group, Ltd. | 0.02% | Add +93.0% | 922,747 | $20.6M |
| Algert Global LLC | 0.27% | Add +50.3% | 765,767 | $17.1M |
| Walleye Capital LLC | 0.10% | Reduce -54.7% | 744,964 | $16.6M |
| Cohen & Steers, Inc. | 0.03% | Add +13.5% | 698,460 | $15.6M |
| Systematic Financial Management LP | 0.34% | Reduce -0.1% | 645,099 | $14.4M |
| Gotham Asset Management | 0.05% | Add +15.7% | 643,196 | $14.4M |
| Woodline Partners LP | 0.06% | Reduce -6.5% | 638,055 | $14.2M |
| Point72 Asset Management | 0.02% | Add +522.7% | 625,699 | $14.0M |
| First Trust Advisors LP | 0.01% | Add +90.0% | 616,082 | $13.8M |
| Nuveen, LLC | 0.00% | Add +33.3% | 601,004 | $13.4M |
| State Street Corp. | 0.00% | Add +13.4% | 574,288 | $12.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.2% | 565,154 | $12.6M |
| Voloridge Investment Management, LLC | 0.04% | Add +50.3% | 537,383 | $12.0M |
| Bank of Nova Scotia | 0.02% | Reduce -20.0% | 512,012 | $11.4M |
| BNP Paribas Financial Markets | 0.01% | Add +62.8% | 504,791 | $11.3M |
| Alyeska Investment Group, L.P. | 0.03% | Add +42.4% | 503,980 | $11.3M |
| HRT Financial LP | 0.03% | Reduce -8.1% | 484,370 | $10.8M |
| Brightlight Capital Management LP | 7.16% | Reduce -2.5% | 450,800 | $10.1M |
| Quinn Opportunity Partners LLC | 0.41% | Add +119.8% | 425,230 | $9.5M |
| D. E. Shaw & Co. | 0.01% | New | 417,092 | $9.3M |
| Walnut Level Capital LLC | 6.79% | New | 380,915 | $8.5M |
| DAVENPORT & Co LLC | 0.05% | Add +8.4% | 374,618 | $8.4M |
| Kennedy Capital Management LLC | 0.18% | Reduce -0.4% | 374,286 | $8.4M |
| Citadel Advisors | 0.01% | Reduce -73.0% | 362,838 | $8.1M |
| Martingale Asset Management L P | 0.20% | New | 343,963 | $7.7M |
| Bridgewater Associates | 0.03% | Reduce -8.4% | 327,496 | $7.3M |
| Seven Grand Managers, LLC | 0.55% | No change | 325,000 | $7.3M |
| Holocene Advisors, LP | 0.01% | Reduce -65.4% | 284,979 | $6.4M |
| Bank of America Corp. | 0.00% | Reduce -35.5% | 275,650 | $6.2M |
| Ancora Advisors LLC | 0.12% | Reduce -7.8% | 257,622 | $5.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -44.4% | 250,000 | $5.6M |
| JPMorgan Chase & Co. | 0.00% | Add +33.3% | 243,148 | $5.4M |
| Invesco Ltd. | 0.00% | Add +193.6% | 219,450 | $4.9M |
| Pacer Advisors, Inc. | 0.01% | New | 217,468 | $4.9M |
| Bank of New York Mellon Corp | 0.00% | Add +373.3% | 215,703 | $4.8M |
| ING Groep NV | 0.03% | Reduce -35.1% | 213,800 | $4.8M |
| Renaissance Technologies | 0.01% | Add +443.0% | 212,300 | $4.7M |
| Barclays PLC | 0.00% | Add +0.7% | 206,484 | $4.6M |
| Dark Forest Capital Management LP | 0.21% | Reduce -9.7% | 202,179 | $4.5M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +31.4% | 200,668 | $4.5M |
| M&G PLC | 0.02% | New | 197,823 | $4.4M |
| Amundi | 0.00% | Reduce -39.2% | 193,903 | $4.3M |
| Sei Investments Co. | 0.00% | Add +161.0% | 192,609 | $4.3M |
| Jump Financial, LLC | 0.06% | Add +4.3% | 188,626 | $4.2M |
| ExodusPoint Capital Management, LP | 0.05% | New | 184,144 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -66.3% | 181,374 | $4.1M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | Add +31.8% | 174,645 | $3.9M |
| Game Creek Capital, LP | 1.47% | Add +120.3% | 173,500 | $3.9M |
| Numerai GP LLC | 0.46% | New | 171,356 | $3.8M |
| HSBC Holdings PLC | 0.00% | Add +45.5% | 166,250 | $3.7M |
| Tudor Investment Corporation | 0.02% | Reduce -19.8% | 161,854 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -62.8% | 161,263 | $3.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -26.5% | 157,154 | $3.5M |
| Readystate Asset Management LP | 0.26% | Add +14.0% | 150,765 | $3.4M |
| Freestone Grove Partners LP | 0.02% | Reduce -38.7% | 148,861 | $3.3M |
| State of Alaska, Department of Revenue | 0.03% | No change | 140,000 | $3.1M |
| Aquatic Capital Management LLC | 0.09% | Add +81.5% | 137,423 | $3.1M |
| Lazard Asset Management LLC | 0.01% | Reduce -1.1% | 136,980 | $3.1M |
| Verition Fund Management LLC | 0.02% | Add +87.6% | 129,120 | $2.9M |
| Occudo Quantitative Strategies LP | 0.18% | Add +113.6% | 120,163 | $2.7M |
| LPL Financial LLC | 0.00% | Add +1073.5% | 116,759 | $2.6M |
| Seldon Capital LP | 0.87% | Add +57.4% | 112,199 | $2.5M |
| Trexquant Investment LP | 0.02% | Add +28.6% | 108,551 | $2.4M |
| PDT Partners, LLC | 0.15% | No change | 106,528 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +22.8% | 91,423 | $2.0M |
| Sterling Capital Management LLC | 0.03% | Add +3041.8% | 87,751 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 86,840 | $1.9M |
| Citigroup Inc. | 0.00% | Reduce -6.7% | 86,589 | $1.9M |
| Acadian Asset Management LLC | 0.00% | Reduce -50.7% | 81,476 | $1.8M |
| Ghisallo Capital Management LLC | 0.07% | No change | 75,000 | $1.7M |
| Natixis | 0.01% | Add +18.2% | 74,228 | $1.7M |
| Engineers Gate Manager LP | 0.02% | Reduce -35.4% | 73,937 | $1.7M |
| Northern Trust Corp. | 0.00% | Reduce -19.3% | 72,249 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | New | 70,487 | $1.6M |
| Axq Capital, LP | 0.34% | Add +14.6% | 68,164 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.44% | New | 66,588 | $1.5M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +6.6% | 63,701 | $1.4M |
| Magnetar Financial LLC | 0.01% | Add +201.1% | 60,694 | $1.4M |
| Royal Palms Capital LLC | 1.53% | — | 57,885 | $1.3M |
| VARCOV Co. | 0.46% | — | 51,720 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +400.4% | 45,624 | $1.0M |
| Franklin Resources Inc. | 0.00% | Reduce -80.0% | 45,120 | $1.0M |
| Public Employees Retirement System of Ohio | 0.00% | Add +21.5% | 43,514 | $972K |
| Vident Advisory, LLC | 0.01% | Add +24.0% | 43,296 | $967K |
| Jane Street Group, LLC | 0.00% | Reduce -95.5% | 40,486 | $904K |
"% of holder's portfolio" is SFD's weight in each manager's 13F, not the share of Smithfield Foods Inc. the manager owns.