SFD
Smithfield Foods, Inc. · Consumer Defensive · Packaged Foods
Momentum inputs (comparable managers):
holder breadth +2.4% ·
share flow +9.0% ·
net new positions +3.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | +2 | 34.96M | $851.71M | +15 | −12 |
| Q1 2026 | 86 | +16 | 31.79M | $887.40M | +22 | −7 |
| Q4 2025 | 71 | 0 | 29.38M | $656.00M | +2 | −1 |
| Q3 2025 | 18 | +3 | 14.86M | $348.88M | +4 | −2 |
| Q2 2025 | 13 | -1 | 8.21M | $193.23M | +2 | −3 |
| Q1 2025 | 11 | +11 | 7.55M | $153.84M | +11 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Two Sigma Investments ✦ | 4.24M | +0.5% | $102.83M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 2 | AQR Capital Management ✦ | 4.11M | +268.4% | $99.78M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 4.11M | +268.4% | $99.78M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 4.11M | +268.4% | $99.78M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 4.11M | +268.4% | $99.78M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 4.11M | +268.4% | $99.78M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 4.11M | +268.4% | $99.78M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 4.11M | +268.4% | $99.78M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 4.11M | +268.4% | $99.78M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 2.91M | -1.3% | $70.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 2.91M | -1.3% | $70.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 2.91M | -1.3% | $70.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 2.91M | -1.3% | $70.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 2.91M | -1.3% | $70.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 2.28M | +437.2% | $55.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 2.28M | +437.2% | $55.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 1.69M | +355.1% | $40.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 1.69M | +355.1% | $40.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 1.69M | +355.1% | $40.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 1.69M | +355.1% | $40.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 1.69M | +355.1% | $40.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Assenagon Asset Management S.A. | 1.56M | New | $37.95M | 0.0% | New | 1 | SEC ↗ |
| 23 | Assenagon Asset Management S.A. | 1.56M | New | $37.95M | 0.0% | New | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 1.37M | -25.9% | $33.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 1.37M | -25.9% | $33.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 1.37M | -25.9% | $33.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 1.37M | -25.9% | $33.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 1.37M | -25.9% | $33.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 1.37M | -25.9% | $33.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 1.37M | -25.9% | $33.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 1.37M | -25.9% | $33.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 1.37M | -25.9% | $33.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 1.24M | -5.2% | $30.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | UBS Group AG | 1.17M | +14.5% | $28.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS Group AG | 1.17M | +14.5% | $28.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | UBS Group AG | 1.17M | +14.5% | $28.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Gotham Asset Management ✦ | 1.04M | +1.9% | $25.29M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 38 | Millennium Management ✦ | 926.61K | -15.6% | $22.48M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 39 | Bank Of America Corp /De/ | 818.43K | +1.4% | $19.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 818.43K | +1.4% | $19.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 805.39K | -66.4% | $19.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 805.39K | -66.4% | $19.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 805.39K | -66.4% | $19.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 805.39K | -66.4% | $19.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 805.39K | -66.4% | $19.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 805.39K | -66.4% | $19.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 805.39K | -66.4% | $19.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 805.39K | -66.4% | $19.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | State Street Global Advisors ✦ (passive) | 765.35K | +6.2% | $18.57M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 50 | Renaissance Technologies ✦ | 733.30K | +126.0% | $17.79M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 51 | Allianz Asset Management GmbH | 635.89K | 0.0% | $17.79M | 0.0% | Held | 2 | SEC ↗ |
| 52 | Allianz Asset Management GmbH | 635.89K | 0.0% | $17.79M | 0.0% | Held | 2 | SEC ↗ |
| 53 | Allianz Asset Management GmbH | 635.89K | 0.0% | $17.79M | 0.0% | Held | 2 | SEC ↗ |
| 54 | Allianz Asset Management GmbH | 635.89K | 0.0% | $17.79M | 0.0% | Held | 2 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 677.84K | +142.5% | $16.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 677.84K | +142.5% | $16.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 677.84K | +142.5% | $16.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 677.84K | +142.5% | $16.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 677.84K | +142.5% | $16.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 677.84K | +142.5% | $16.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 677.84K | +142.5% | $16.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 677.84K | +142.5% | $16.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 677.84K | +142.5% | $16.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Geode Capital Management ✦ (passive) | 587.97K | +2.2% | $14.26M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 65 | Geode Capital Management ✦ (passive) | 587.97K | +2.2% | $14.26M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 66 | Nomura Asset Management… | 565.02K | New | $13.71M | 0.0% | New | 1 | SEC ↗ |
| 67 | Nuveen, LLC | 558.21K | -12.0% | $13.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Nuveen, LLC | 558.21K | -12.0% | $13.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Nuveen, LLC | 558.21K | -12.0% | $13.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 500.48K | +38.8% | $12.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 500.48K | +38.8% | $12.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 500.48K | +38.8% | $12.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 500.48K | +38.8% | $12.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 74 | Prudential Financial Inc | 502.28K | -45.9% | $12.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | First Trust Advisors Lp | 439.31K | -30.5% | $10.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Franklin Resources Inc | 364.21K | +154.6% | $8.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Franklin Resources Inc | 364.21K | +154.6% | $8.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Franklin Resources Inc | 364.21K | +154.6% | $8.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Franklin Resources Inc | 364.21K | +154.6% | $8.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Norges Bank ✦ (passive) | 299.20K | New | $7.26M | 0.0% | New | 1 | SEC ↗ |
| 81 | Russell Investments Group, Ltd. | 285.10K | -48.5% | $6.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Russell Investments Group, Ltd. | 285.10K | -48.5% | $6.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Russell Investments Group, Ltd. | 285.10K | -48.5% | $6.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Russell Investments Group, Ltd. | 285.10K | -48.5% | $6.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Russell Investments Group, Ltd. | 285.10K | -48.5% | $6.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Russell Investments Group, Ltd. | 285.10K | -48.5% | $6.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Russell Investments Group, Ltd. | 285.10K | -48.5% | $6.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Russell Investments Group, Ltd. | 285.10K | -48.5% | $6.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Russell Investments Group, Ltd. | 285.10K | -48.5% | $6.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Invesco Ltd. | 274.30K | +3.5% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Invesco Ltd. | 274.30K | +3.5% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Invesco Ltd. | 274.30K | +3.5% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Invesco Ltd. | 274.30K | +3.5% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Allspring Global Investments… | 258.36K | -5.6% | $6.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Allspring Global Investments… | 258.36K | -5.6% | $6.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Charles Schwab Investment… | 253.49K | +76.5% | $6.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Quantinno Capital Management LP | 223.16K | +1193.1% | $5.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Point72 Asset Management ✦ | 218.09K | +51.4% | $5.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 99 | Alliancebernstein L.P. | 185.60K | +3.9% | $5.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | D. E. Shaw & Co. ✦ | 194.40K | -28.4% | $4.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Assenagon Asset Management… | $37.95M | 0.0% |
| Assenagon Asset Management… | $37.95M | 0.0% |
| Nomura Asset Management… | $13.71M | 0.0% |
| Norges Bank | $7.26M | 0.0% |
Exited
| Healthcare Of Ontario Pension… | $23.25M | was 0.0% |
| Balyasny Asset Management L.P. | $15.80M | was 0.0% |
| Alyeska Investment Group, L.P. | $12.70M | was 0.0% |
| Bridgewater Associates | $2.60M | was 0.0% |
| Citadel Advisors | $2.29M | was 0.0% |
| CIBC Bancorp USA Inc. | $2.24M | was 0.0% |
| Jane Street Group, Llc | $2.15M | was 0.0% |
| Stifel Financial Corp | $408,140 | was 0.0% |
| Amundi | $346,380 | was 0.0% |
| Grantham, Mayo, Van Otterloo… | $336,479 | was 0.0% |
| Universal- Beteiligungs- und… | $246,164 | was 0.0% |
| Group One Trading Llc | $30,711 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 243 holders, 46.50M shares, $1.16B 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.