SFD
Smithfield Foods, Inc. · Consumer Defensive · Packaged Foods
Momentum inputs (comparable managers):
holder breadth — ·
share flow — ·
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 Q1 2025
| 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 | Millennium Management ✦ | 2.29M | New | $46.69M | 0.0% | New | 1 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 2.15M | New | $43.94M | 0.0% | New | 1 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 2.15M | New | $43.94M | 0.0% | New | 1 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 1.80M | New | $36.70M | 0.0% | New | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 473.40K | New | $9.65M | 0.0% | New | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 473.40K | New | $9.65M | 0.0% | New | 1 | SEC ↗ |
| 7 | Soros Fund Management ✦ | 276.56K | New | $5.64M | 0.1% | New | 1 | SEC ↗ |
| 8 | Marshall Wace ✦ | 239.76K | New | $4.89M | 0.0% | New | 1 | SEC ↗ |
| 9 | Marshall Wace ✦ | 239.76K | New | $4.89M | 0.0% | New | 1 | SEC ↗ |
| 10 | Marshall Wace ✦ | 239.76K | New | $4.89M | 0.0% | New | 1 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 112.80K | New | $2.30M | 0.0% | New | 1 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 87.57K | New | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (passive) | 69.79K | New | $1.42M | 0.0% | New | 1 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 26.19K | New | $533,941 | 0.0% | New | 1 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 14.45K | New | $294,534 | 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
| Millennium Management | $46.69M | 0.0% |
| Citadel Advisors | $43.94M | 0.0% |
| Citadel Advisors | $43.94M | 0.0% |
| Norges Bank | $36.70M | 0.0% |
| Geode Capital Management | $9.65M | 0.0% |
| Geode Capital Management | $9.65M | 0.0% |
| Soros Fund Management | $5.64M | 0.1% |
| Marshall Wace | $4.89M | 0.0% |
| Marshall Wace | $4.89M | 0.0% |
| Marshall Wace | $4.89M | 0.0% |
| Renaissance Technologies | $2.30M | 0.0% |
| Two Sigma Investments | $1.79M | 0.0% |
Exited
| No tracked exits this quarter. |
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.