Ranked by reported Q2 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 | $102.8M | +0.5% | 1.077% | 0.07% |
| 2 | AQR CAPITAL MANAGEMENT LLC | 4.1M | $99.8M | +268.4% | 1.045% | 0.03% |
| 3 | FMR LLC | 2.9M | $70.5M | -1.3% | 0.739% | 0.00% |
| 4 | GOLDMAN SACHS GROUP INC | 2.3M | $55.3M | +437.2% | 0.579% | 0.00% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.7M | $41.0M | +355.1% | 0.429% | 0.01% |
| 6 | BlackRock, Inc. | 1.4M | $33.1M | -25.9% | 0.347% | 0.00% |
| 7 | Qube Research & Technologies Ltd | 1.2M | $30.2M | -5.2% | 0.316% | 0.03% |
| 8 | UBS Group AG | 1.2M | $28.5M | +14.5% | 0.298% | 0.00% |
| 9 | Fourth Sail Capital LP | 1.1M | $25.9M | -4.3% | 0.271% | 3.92% |
| 10 | Gotham Asset Management, LLC | 1.0M | $25.3M | +1.9% | 0.265% | 0.06% |
| 11 | MILLENNIUM MANAGEMENT LLC | 927K | $22.5M | -15.6% | 0.235% | 0.01% |
| 12 | JACOBS LEVY EQUITY MANAGEMENT, INC | 836K | $20.3M | -42.8% | 0.213% | 0.07% |
| 13 | BANK OF AMERICA CORP /DE/ | 818K | $19.9M | +1.4% | 0.208% | 0.00% |
| 14 | MORGAN STANLEY | 805K | $19.5M | -66.4% | 0.205% | 0.00% |
| 15 | Assenagon Asset Management S.A. | 782K | $19.0M | β | 0.199% | 0.01% |
| 16 | STATE STREET CORP | 765K | $18.6M | +6.2% | 0.194% | 0.00% |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 733K | $17.8M | +126.0% | 0.186% | 0.02% |
| 18 | Bank of New York Mellon Corp | 678K | $16.4M | +142.5% | 0.172% | 0.00% |
| 19 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 608K | $14.8M | -5.1% | 0.155% | 0.29% |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | 588K | $14.3M | +2.2% | 0.149% | 0.00% |
| 21 | Allianz Asset Management GmbH | 581K | $14.1M | -8.7% | 0.148% | 0.01% |
| 22 | MACQUARIE GROUP LTD | 565K | $13.7M | +124.1% | 0.144% | 0.06% |
| 23 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 565K | $13.7M | β | 0.144% | 0.02% |
| 24 | Nuveen, LLC | 558K | $13.5M | -12.0% | 0.142% | 0.00% |
| 25 | JPMORGAN CHASE & CO | 500K | $12.6M | +38.8% | 0.127% | 0.00% |
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 Q2 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 285 | +16% | 13.61% | +1.68 pp | $1.10B | 7.4% |
| Q1 2026 | 245 | +23% | 11.93% | 0.12 pp | $1.19B | +18% |
| Q4 2025 | 200 | 0.5% | 12.05% | 0.04 pp | $1.00B | 7.2% |
| Q3 2025 | 201 | +34% | 12.09% | +5.62 pp | $1.08B | +95% |
| Q2 2025 | 150 | +26% | 6.47% | 0.10 pp | $555M | +7.9% |
| Q1 2025 | 119 | +11800% | 6.57% | β | $514M | β |
| Q2 2021 | 1 | +0.0% | β | β | $0M | β |
| Q1 2021 | 1 | β | β | 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 Q2 2026 13F filings, institutional ownership of Smithfield Foods, Inc. stands at 13.6%, held across 285 reporting institutions.
TWO SIGMA INVESTMENTS, LP is the largest reported institutional holder of SFD, with approximately 4,238,865 shares worth $0.10B as of Q2 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of SFD, including TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SFD is 80 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
78 institutions opened new positions in SFD during Q2 2026, while 40 fully exited. 74 added to existing positions and 125 trimmed.
SFD institutional ownership rose by 1.68 percentage points quarter-over-quarter, with a net change of +40 holders.
The top 10 institutions account for 46.7% of all reported 13F value in SFD, and the top 25 account for 69.5%.
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