JBS
Jbs N.V. · Consumer Defensive · Packaged Foods
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 104 | -1 | 125.12M | $1.49B | +5 | −6 |
| Q1 2026 | 107 | +7 | 113.54M | $2.04B | +11 | −4 |
| Q4 2025 | 100 | -2 | 100.52M | $1.45B | — | −2 |
| Q3 2025 | 20 | +3 | 77.17M | $1.15B | +3 | — |
| Q2 2025 | 14 | +11 | 17.35M | $253.45M | +11 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 5.76M | New | $84.11M | 0.0% | New | 1 | SEC ↗ |
| 2 | Millennium Management ✦ | 4.47M | New | $65.29M | 0.1% | New | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 2.13M | New | $31.09M | 0.0% | New | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 2.13M | New | $31.09M | 0.0% | New | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 1.73M | — | $25.32M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 1.73M | — | $25.32M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 1.73M | — | $25.32M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 1.73M | — | $25.32M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 1.73M | — | $25.32M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 1.73M | — | $25.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 1.73M | — | $25.32M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 1.73M | — | $25.32M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 1.16M | New | $16.89M | 0.0% | New | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passive) | 822.65K | — | $12.02M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passive) | 822.65K | — | $12.02M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passive) | 822.65K | — | $12.02M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Arrowstreet Capital ✦ | 375.78K | New | $5.49M | 0.0% | New | 1 | SEC ↗ |
| 18 | Marshall Wace ✦ | 356.32K | New | $5.21M | 0.0% | New | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 356.32K | New | $5.21M | 0.0% | New | 1 | SEC ↗ |
| 20 | Oaktree Capital Management ✦ | 238.61K | New | $3.49M | 0.1% | New | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 228.45K | New | $3.34M | 0.0% | New | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 39.18K | New | $572,376 | 0.0% | New | 1 | SEC ↗ |
| 23 | Dodge & Cox ✦ | 15.95K | New | $233,030 | 0.0% | New | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 15.70K | — | $229,333 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 15.70K | — | $229,333 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 12.54K | New | $180,702 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| State Street Global Advisors | $84.11M | 0.0% |
| Millennium Management | $65.29M | 0.1% |
| Geode Capital Management | $31.09M | 0.0% |
| Geode Capital Management | $31.09M | 0.0% |
| D. E. Shaw & Co. | $16.89M | 0.0% |
| Arrowstreet Capital | $5.49M | 0.0% |
| Marshall Wace | $5.21M | 0.0% |
| Marshall Wace | $5.21M | 0.0% |
| Oaktree Capital Management | $3.49M | 0.1% |
| Citadel Advisors | $3.34M | 0.0% |
| AQR Capital Management | $572,376 | 0.0% |
| Dodge & Cox | $233,030 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 247 holders, 374.36M shares, $6.58B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 183.50K sh · $2.54M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology