Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SFD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | TWO SIGMA INVESTMENTS, LP | 4.2M | $117.9M | +200.7% | 1.073% | 0.10% |
| 2 | FMR LLC | 2.9M | $82.4M | +7.0% | 0.749% | 0.00% |
| 3 | MORGAN STANLEY | 2.4M | $67.1M | +14.8% | 0.610% | 0.00% |
| 4 | BlackRock, Inc. | 1.8M | $51.5M | +52.6% | 0.469% | 0.00% |
| 5 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.5M | $40.9M | -6.3% | 0.372% | 0.17% |
| 6 | Qube Research & Technologies Ltd | 1.3M | $36.7M | -1.4% | 0.333% | 0.04% |
| 7 | Fourth Sail Capital LP | 1.1M | $31.2M | -2.1% | 0.284% | 5.13% |
| 8 | MILLENNIUM MANAGEMENT LLC | 1.1M | $30.7M | -58.6% | 0.279% | 0.02% |
| 9 | AQR CAPITAL MANAGEMENT LLC | 1.1M | $30.6M | +4005.1% | 0.284% | 0.01% |
| 10 | UBS Group AG | 1.0M | $28.6M | +0.1% | 0.261% | 0.00% |
| 11 | Gotham Asset Management, LLC | 1.0M | $28.6M | +59.0% | 0.260% | 0.09% |
| 12 | PRUDENTIAL FINANCIAL INC | 928K | $25.9M | -3.2% | 0.236% | 0.03% |
| 13 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 831K | $23.2M | +232.4% | 0.211% | 0.04% |
| 14 | BANK OF AMERICA CORP /DE/ | 807K | $22.6M | +192.8% | 0.205% | 0.00% |
| 15 | STATE STREET CORP | 721K | $20.2M | +25.5% | 0.183% | 0.00% |
| 16 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 641K | $17.9M | -0.6% | 0.163% | 0.41% |
| 17 | Allianz Asset Management GmbH | 636K | $17.8M | β | 0.162% | 0.02% |
| 18 | BANK OF NOVA SCOTIA | 636K | $17.8M | +24.1% | 0.162% | 0.03% |
| 19 | Nuveen, LLC | 634K | $17.7M | +5.5% | 0.161% | 0.00% |
| 20 | FIRST TRUST ADVISORS LP | 632K | $17.7M | +2.6% | 0.161% | 0.01% |
| 21 | GEODE CAPITAL MANAGEMENT, LLC | 575K | $16.1M | +1.8% | 0.146% | 0.00% |
| 22 | BALYASNY ASSET MANAGEMENT LLC | 565K | $15.8M | -48.1% | 0.144% | 0.05% |
| 23 | Russell Investments Group, Ltd. | 554K | $15.5M | -40.0% | 0.141% | 0.02% |
| 24 | BNP PARIBAS ARBITRAGE, SA | 469K | $13.1M | -7.2% | 0.119% | 0.01% |
| 25 | Alyeska Investment Group, L.P. | 454K | $12.7M | -9.9% | 0.116% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SFD β a direct measure of their conviction.
Filings activity in SFD during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SFD position in Q1 2026
Institutions that fully closed their SFD position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 240 | +20% | 10.96% | +1.42 pp | $1.15B | +15% |
| Q4 2025 | 200 | 0.5% | 9.54% | 0.73 pp | $1.00B | 7.2% |
| Q3 2025 | 201 | +34% | 10.27% | +5.00 pp | $1.08B | +95% |
| Q2 2025 | 150 | +26% | 5.27% | +0.38 pp | $555M | +7.9% |
| Q1 2025 | 119 | +11800% | 4.89% | +4.89 pp | $514M | β |
| Q2 2021 | 1 | +0.0% | 0.00% | +0.00 pp | $0M | β |
| Q1 2021 | 1 | +0.0% | 0.00% | +0.00 pp | $0M | β |
| Q4 2020 | 1 | β | 0.00% | β | $0M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SFD stock.
Based on Q1 2026 13F filings, institutional ownership of Smithfield Foods, Inc. stands at 11.0%, held across 240 reporting institutions.
TWO SIGMA INVESTMENTS, LP is the largest reported institutional holder of SFD, with approximately 4,216,930 shares worth $0.12B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of SFD, including TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for SFD is 74 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
75 institutions opened new positions in SFD during Q1 2026, while 35 fully exited. 127 added to existing positions and 37 trimmed.
SFD institutional ownership rose by 1.42 percentage points quarter-over-quarter, with a net change of +40 holders.
The top 10 institutions account for 44.9% of all reported 13F value in SFD, and the top 25 account for 69.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Smithfield Foods, Inc. (SFD) Institutional Ownership