Smithfield FoodsSFD
13F holders, Q1 2026 (March 31)244holders +42
71new positions
25sold out
9famous investors
$27.92avg. 13F price*
At the end of Q1 2026, 244 institutions reported holding Smithfield Foods Inc. (SFD) in their 13F filings, up 42 from Q4 2025. 71 opened new positions and 25 sold out. The largest holders were Two Sigma Investments, LP ($117.9M), FMR LLC ($82.4M) and Morgan Stanley ($67.1M). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Smithfield Foods Inc.
- CUSIP
- 832248207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $134.6M |
| Exits | 25 | $83.5M |
All 13F filers, Q4 2025 → Q1 2026: 14,465,715 shares bought and 11,910,936 shares sold, net +2,554,779 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 244 holders
| Two Sigma Investments, LP | 0.10% | Add +200.7% | 4,216,930 | $117.9M |
| FMR LLC | 0.00% | Add +7.0% | 2,945,908 | $82.4M |
| Morgan Stanley | 0.00% | Add +14.8% | 2,398,315 | $67.1M |
| LSV Asset Management | 0.14% | New | 2,286,616 | $64.0M |
| BlackRock, Inc. | 0.00% | Add +52.6% | 1,842,650 | $51.5M |
| Jacobs Levy Equity Management, Inc. | 0.17% | Reduce -6.3% | 1,462,146 | $40.9M |
| Qube Research & Technologies Ltd | 0.05% | Reduce -1.4% | 1,311,188 | $36.7M |
| Fourth Sail Capital LP | 5.13% | Reduce -2.1% | 1,116,165 | $31.2M |
| Millennium Management | 0.02% | Reduce -58.6% | 1,097,246 | $30.7M |
| AQR Capital Management | 0.01% | Add +4005.2% | 1,116,313 | $30.6M |
| UBS Group AG | 0.01% | Add +0.1% | 1,024,295 | $28.6M |
| Gotham Asset Management | 0.09% | Add +59.0% | 1,022,669 | $28.6M |
| Prudential Financial Inc. | 0.03% | Reduce -3.2% | 927,627 | $25.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | Add +232.4% | 831,100 | $23.2M |
| Bank of America Corp. | 0.00% | Add +192.8% | 807,111 | $22.6M |
| Cohen & Steers, Inc. | 0.04% | Add +11.5% | 778,858 | $21.8M |
| State Street Corp. | 0.00% | Add +25.5% | 720,891 | $20.2M |
| Systematic Financial Management LP | 0.41% | Reduce -0.6% | 641,409 | $17.9M |
| Allianz Asset Management GmbH | 0.02% | New | 635,888 | $17.8M |
| Bank of Nova Scotia | 0.03% | Add +24.1% | 635,600 | $17.8M |
| Nuveen, LLC | 0.00% | Add +5.5% | 634,366 | $17.7M |
| First Trust Advisors LP | 0.01% | Add +2.6% | 632,415 | $17.7M |
| Algert Global LLC | 0.26% | Reduce -19.8% | 614,084 | $17.2M |
| HRT Financial LP | 0.04% | Add +25.4% | 607,432 | $17.0M |
| Geode Capital Management, LLC | 0.00% | Add +1.8% | 575,366 | $16.1M |
| Balyasny Asset Management L.P. | 0.03% | Reduce -48.1% | 564,891 | $15.8M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -40.0% | 553,919 | $15.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -7.2% | 468,576 | $13.1M |
| Alyeska Investment Group, L.P. | 0.04% | Reduce -9.9% | 453,980 | $12.7M |
| Quinn Opportunity Partners LLC | 0.64% | Add +2.4% | 435,230 | $12.2M |
| Woodline Partners LP | 0.05% | Reduce -32.9% | 428,082 | $12.0M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -21.0% | 424,484 | $11.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +162.9% | 423,922 | $11.9M |
| DAVENPORT & Co LLC | 0.06% | Add +8.9% | 408,012 | $11.3M |
| Sei Investments Co. | 0.01% | Add +105.6% | 396,032 | $11.1M |
| Martingale Asset Management L P | 0.27% | Add +11.1% | 382,086 | $10.7M |
| Kennedy Capital Management LLC | 0.22% | Reduce -0.1% | 373,954 | $10.5M |
| Dimensional Fund Advisors LP | 0.00% | New | 371,131 | $10.4M |
| JPMorgan Chase & Co. | 0.00% | Add +48.3% | 360,687 | $9.8M |
| Renaissance Technologies | 0.01% | Add +52.9% | 324,500 | $9.1M |
| ING Groep NV | 0.05% | Add +44.1% | 308,000 | $8.6M |
| M&G PLC | 0.05% | Add +54.0% | 304,608 | $8.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 273,732 | $7.8M |
| Bank of New York Mellon Corp | 0.00% | Add +29.6% | 279,527 | $7.8M |
| Seldon Capital LP | 2.83% | Add +144.9% | 274,837 | $7.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -34.9% | 271,356 | $7.6M |
| Invesco Ltd. | 0.00% | Add +20.8% | 265,138 | $7.4M |
| SG Americas Securities, LLC | 0.01% | Add +848.6% | 261,461 | $7.3M |
| ExodusPoint Capital Management, LP | 0.07% | Add +37.6% | 253,425 | $7.1M |
| Macquarie Group Ltd. | 0.04% | New | 252,106 | $7.1M |
| Lazard Asset Management LLC | 0.01% | Add +71.8% | 235,385 | $6.6M |
| Jump Financial, LLC | 0.11% | Add +22.9% | 231,800 | $6.5M |
| Barclays PLC | 0.00% | Add +11.1% | 229,432 | $6.4M |
| Walleye Capital LLC | 0.04% | Reduce -71.3% | 213,849 | $6.0M |
| Game Creek Capital, LP | 2.13% | Add +14.3% | 198,250 | $5.5M |
| Occudo Quantitative Strategies LP | 0.30% | Add +74.6% | 209,796 | $5.5M |
| Acadian Asset Management LLC | 0.01% | Add +138.8% | 194,525 | $5.4M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -3.8% | 193,072 | $5.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | New | 177,523 | $5.0M |
| Susquehanna Portfolio Strategies, LLC | 0.07% | Reduce -7.8% | 161,003 | $4.5M |
| Holocene Advisors, LP | 0.01% | Reduce -46.2% | 153,342 | $4.3M |
| LPL Financial LLC | 0.00% | Add +25.9% | 146,980 | $4.1M |
| Point72 Asset Management | 0.01% | Reduce -77.0% | 144,033 | $4.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +516.9% | 143,592 | $4.0M |
| Franklin Resources Inc. | 0.00% | Add +217.1% | 143,073 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Add +13.7% | 178,689 | $4.0M |
| State of Alaska, Department of Revenue | 0.04% | No change | 140,000 | $3.9M |
| Numerai GP LLC | 0.38% | Reduce -21.6% | 134,292 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Add +26.2% | 115,389 | $3.2M |
| Royal Palms Capital LLC | 3.13% | Add +94.9% | 112,820 | $3.2M |
| Sterling Capital Management LLC | 0.06% | Add +19.3% | 104,663 | $2.9M |
| HSBC Holdings PLC | 0.00% | Reduce -38.2% | 102,717 | $2.8M |
| Bridgewater Associates | 0.01% | Reduce -71.6% | 93,092 | $2.6M |
| Northern Trust Corp. | 0.00% | Add +20.9% | 87,325 | $2.4M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -0.1% | 86,780 | $2.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 84,055 | $2.4M |
| Aquatic Capital Management LLC | 0.07% | Reduce -40.1% | 82,246 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -77.5% | 81,771 | $2.3M |
| CIBC Bancorp USA Inc. | 0.00% | — | 79,937 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +90.1% | 76,976 | $2.2M |
| Ghisallo Capital Management LLC | 0.06% | No change | 75,000 | $2.1M |
| Dayah Capital LLC | 1.14% | New | 70,000 | $2.0M |
| PDT Partners, LLC | 0.12% | Reduce -34.5% | 69,820 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -62.1% | 68,666 | $1.9M |
| Jackson Creek Investment Advisors LLC | 0.54% | Reduce -1.0% | 65,949 | $1.8M |
| Quadrature Capital Ltd | 0.02% | New | 63,417 | $1.8M |
| Readystate Asset Management LP | 0.17% | Reduce -60.2% | 60,000 | $1.7M |
| Ancora Advisors LLC | 0.03% | Reduce -77.4% | 58,258 | $1.6M |
| Verition Fund Management LLC | 0.02% | Reduce -55.0% | 58,076 | $1.6M |
| Graham Capital Management, L.P. | 0.07% | Add +151.2% | 57,858 | $1.6M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -13.6% | 55,009 | $1.5M |
| Axq Capital, LP | 0.19% | Reduce -20.9% | 53,896 | $1.5M |
| Walnut Level Capital LLC | 1.63% | Reduce -86.6% | 50,915 | $1.4M |
| CWA Asset Management Group, LLC | 0.05% | Add +81.5% | 48,354 | $1.4M |
| Squarepoint Ops LLC | 0.00% | New | 45,894 | $1.3M |
| Dynamic Technology Lab Private Ltd | 0.21% | New | 45,255 | $1.3M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -1.0% | 43,066 | $1.2M |
| Tidal Investments LLC | 0.00% | Add +316.6% | 42,600 | $1.2M |
| Ethic Inc. | 0.02% | Add +37.3% | 40,000 | $1.1M |
| Quantbot Technologies LP | 0.05% | Add +20.6% | 39,885 | $1.1M |
"% of holder's portfolio" is SFD's weight in each manager's 13F, not the share of Smithfield Foods Inc. the manager owns.