JBS N.V.: which funds bought and sold
Institutions that bought and sold JBS shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 155 institutions that filed 13F reports for both quarters added to or opened positions in JBS, and 125 cut or closed them. Together they added a net 44.9M shares, +12.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 26.5M shares (+37.7%); index fund managers were net buyers of 8.4M shares (+21.9%). 58 opened a new position and 39 sold out entirely.
Bought, Q2 2026 155 institutions, 58 of them new holders Sold, Q2 2026 125 institutions, 39 of them sold out
Net change, all compared +44.9M shares (+12.0%)
Net change, active managers +26.5M shares (+37.7%), 23 bought, 33 sold
Buyers versus sellers
155 bought 24 125 sold
Active managers and hedge funds 23 bought · 33 sold · +26.5M
Index fund managers 9 bought · 1 sold · +8.4M
Other institutions 123 bought · 91 sold · +10.0M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Davis Selected Advisers Active manager | +23.8M +90.6% | 50.0M | $593M |
| D. E. Shaw & Co., Inc. Hedge fund | +4.9M +76.5% | 11.3M | $134M |
| Brandes Investment Partners, LP Active manager | +4.7M +158.0% | 7.7M | $91.2M |
| Assenagon Asset Management S.A. | +3.7M New position | 3.7M | $43.7M |
| Blackrock, Inc. Index funds | +3.4M +11.9% | 32.3M | $382M |
| Discovery Capital Management, LLC / Ct Hedge fund | +2.1M +61.5% | 5.4M | $64.4M |
| State Street Corp Index funds | +1.8M +30.0% | 8.0M | $95.3M |
| UBS Group AG | +1.7M +124.6% | 3.0M | $35.6M |
| Strs Ohio | +1.4M New position | 1.4M | $16.3M |
| Geode Capital Management, LLC Index funds | +1.3M +55.5% | 3.8M | $44.2M |
| Bank Of America Corp | +1.2M +42.1% | 4.0M | $46.9M |
| Van Eck Associates Corp | +1.0M +36.6% | 3.7M | $44.3M |
| Arga Investment Management, LP Active manager | +952K New position | 952K | $11.3M |
| Alberta Investment Management Corp | +880K +17.5% | 5.9M | $70M |
| Susquehanna International Group, LLP | +854K +213.9% | 1.3M | $14.9M |
| Raymond James Financial Inc | +768K +20.3% | 4.6M | $54M |
| Ovata Capital Management Ltd | +757K New position | 757K | $9M |
| Ramirez Asset Management, Inc. | +735K +43.9% | 2.4M | $28.5M |
| Xtx Topco Ltd | +721K New position | 721K | $8.5M |
| Northern Trust Corp Index funds | +675K +186.9% | 1.0M | $12.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Davis Selected Advisers Active manager | +23.8M +90.6% | 50.0M | $593M |
| D. E. Shaw & Co., Inc. Hedge fund | +4.9M +76.5% | 11.3M | $134M |
| Brandes Investment Partners, LP Active manager | +4.7M +158.0% | 7.7M | $91.2M |
| Discovery Capital Management, LLC / Ct Hedge fund | +2.1M +61.5% | 5.4M | $64.4M |
| Arga Investment Management, LP Active manager | +952K New position | 952K | $11.3M |
| Citadel Advisors LLC Hedge fund | +584K +515.9% | 697K | $8.3M |
| Cinctive Capital Management LP Hedge fund | +437K +123.5% | 790K | $9.4M |
| LSV Asset Management Active manager | +407K +29.8% | 1.8M | $21M |
| Verition Fund Management LLC Hedge fund | +302K +2919.9% | 313K | $3.7M |
| Alliancebernstein L.P. Active manager | +208K +540.3% | 247K | $4.4M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Carrhae Capital LLP Hedge fund | −2.5M Sold out | 0 | — |
| BNP Paribas Financial Markets | −2.3M −74.1% | 807K | $9.6M |
| Marshall Wace, LLP Hedge fund | −2.1M −59.1% | 1.5M | $17.5M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −1.7M −21.7% | 6.0M | $71.3M |
| Morgan Stanley | −1.5M −42.3% | 2.1M | $24.7M |
| Qube Research & Technologies Ltd Hedge fund | −1.4M −76.0% | 441K | $5.2M |
| Jump Financial, LLC | −1.4M −99.0% | 14K | $167,014 |
| Two Sigma Investments, LP Hedge fund | −912K −25.5% | 2.7M | $31.6M |
| Millennium Management LLC Hedge fund | −877K −53.6% | 759K | $9M |
| SG Americas Securities, LLC | −710K −95.0% | 37K | $439,000 |
| Robeco Institutional Asset Management B.V. | −623K Sold out | 0 | — |
| Exoduspoint Capital Management, LP Hedge fund | −564K Sold out | 0 | — |
| Rivermont Capital Management LP | −550K Sold out | 0 | — |
| Goldman Sachs Group Inc | −485K −28.8% | 1.2M | $14.2M |
| Deutsche Bank Ag\ | −392K −7.4% | 4.9M | $57.9M |
| Prudential Financial Inc | −373K −77.0% | 111K | $1.3M |
| Atom Investors LP | −345K Sold out | 0 | — |
| Woodline Partners LP Hedge fund | −312K −28.0% | 803K | $9.5M |
| UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC | −292K −99.9% | 348 | $4,124 |
| Trexquant Investment LP Hedge fund | −292K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Carrhae Capital LLP Hedge fund | −2.5M Sold out | 0 | — |
| Marshall Wace, LLP Hedge fund | −2.1M −59.1% | 1.5M | $17.5M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −1.7M −21.7% | 6.0M | $71.3M |
| Qube Research & Technologies Ltd Hedge fund | −1.4M −76.0% | 441K | $5.2M |
| Two Sigma Investments, LP Hedge fund | −912K −25.5% | 2.7M | $31.6M |
| Millennium Management LLC Hedge fund | −877K −53.6% | 759K | $9M |
| Exoduspoint Capital Management, LP Hedge fund | −564K Sold out | 0 | — |
| Woodline Partners LP Hedge fund | −312K −28.0% | 803K | $9.5M |
| Trexquant Investment LP Hedge fund | −292K Sold out | 0 | — |
| Schonfeld Strategic Advisors LLC Hedge fund | −220K −59.7% | 149K | $1.8M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Assenagon Asset Management S.A. | 3.7M | $43.7M |
| Strs Ohio | 1.4M | $16.3M |
| Arga Investment Management, LPActive manager | 952K | $11.3M |
| Ovata Capital Management Ltd | 757K | $9M |
| Xtx Topco Ltd | 721K | $8.5M |
| Hartree Partners, LP | 550K | $6.5M |
| Vanguard Portfolio Management LLCIndex funds | 388K | $4.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 379K | $4.5M |
| Nordea Investment Management AB | 230K | $2.7M |
| Simplex Trading, LLC | 182K | $2.2M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Carrhae Capital LLPHedge fund | 2.5M | $45.7M |
| Robeco Institutional Asset Management B.V. | 623K | $11.2M |
| Exoduspoint Capital Management, LPHedge fund | 564K | $10.1M |
| Rivermont Capital Management LP | 550K | $9.9M |
| Atom Investors LP | 345K | $6.2M |
| Trexquant Investment LPHedge fund | 292K | $5.2M |
| Occudo Quantitative Strategies LP | 204K | $3.3M |
| Balyasny Asset Management L.P.Hedge fund | 160K | $2.9M |
| Boothbay Fund Management, LLCHedge fund | 151K | $2.7M |
| Hudson Bay Capital Management LPHedge fund | 115K | $2.1M |
Who holds the shares
- Institutions reporting
- 267
- Ten largest holders
- 79.0% of 13F-reported shares
- Index fund managers
- 11.1% of 13F-reported shares
- Active managers and hedge funds
- 23.0% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 23 | 33 | 5 | 15 | +26.5M | +37.7% |
| Index fund managers | 9 | 1 | 2 | 0 | +8.4M | +21.9% |
| Other institutions | 123 | 91 | 51 | 24 | +10.0M | +3.7% |