Smithfield Foods Inc: which funds bought and sold

Institutions that bought and sold Smithfield Foods 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, 184 institutions that filed 13F reports for both quarters added to or opened positions in Smithfield Foods, and 111 cut or closed them. Together they added a net 7.1M shares, +15.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.9M shares (+22.4%); index fund managers were net sellers of 166K shares (−4.8%). 78 opened a new position and 41 sold out entirely.

Bought, Q2 2026 184 institutions, 78 of them new holders Sold, Q2 2026 111 institutions, 41 of them sold out

Net change, all compared +7.1M shares (+15.2%)

Net change, active managers +4.9M shares (+22.4%), 22 bought, 30 sold

Buyers versus sellers

institutions compared, 317

184 bought 22 111 sold

Active managers and hedge funds 22 bought · 30 sold · +4.9M

Index fund managers 5 bought · 3 sold · −166K

Other institutions 157 bought · 78 sold · +2.4M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
LSV Asset Management Active manager	+4.8M +211.1%	7.1M	$173M
AQR Capital Management LLC Hedge fund	+3.0M +268.4%	4.1M	$99.8M
Goldman Sachs Group Inc	+1.9M +437.2%	2.3M	$55.3M
Assenagon Asset Management S.A.	+1.6M New position	1.6M	$37.9M
Dimensional Fund Advisors LP	+1.3M +355.1%	1.7M	$41M
Nomura Asset Management International Inc.	+565K New position	565K	$13.7M
Renaissance Technologies LLC Hedge fund	+409K +126.0%	733K	$17.8M
Bank Of New York Mellon Corp	+398K +142.5%	678K	$16.4M
Engineers Gate Manager LP Hedge fund	+338K +2584.3%	351K	$8.5M
Macquarie Group Ltd	+313K +124.1%	565K	$13.7M
Mufg Securities Emea PLC	+269K New position	269K	$6.5M
Hancock Whitney Corp	+224K New position	224K	$5.4M
Franklin Resources Inc Active manager	+221K +154.6%	364K	$8.8M
Quantinno Capital Management LP	+206K +1193.1%	223K	$5.4M
ING Groep NV	+159K +51.6%	467K	$11.3M
Envestnet Asset Management Inc	+151K New position	151K	$3.7M
Summit Financial, LLC	+151K New position	151K	$3.7M
Kestra Investment Management, LLC	+149K New position	149K	$3.6M
UBS Group AG	+149K +14.5%	1.2M	$28.5M
Jpmorgan Chase & Co	+140K +38.8%	500K	$12.6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
LSV Asset Management Active manager	+4.8M +211.1%	7.1M	$173M
AQR Capital Management LLC Hedge fund	+3.0M +268.4%	4.1M	$99.8M
Renaissance Technologies LLC Hedge fund	+409K +126.0%	733K	$17.8M
Engineers Gate Manager LP Hedge fund	+338K +2584.3%	351K	$8.5M
Franklin Resources Inc Active manager	+221K +154.6%	364K	$8.8M
Los Angeles Capital Management LLC Active manager	+115K New position	115K	$2.8M
Point72 Asset Management, L.P. Hedge fund	+74K +51.4%	218K	$5.3M
Squarepoint Ops LLC Hedge fund	+67K +144.9%	112K	$2.7M
Jain Global LLC Hedge fund	+42K New position	42K	$1M
Verition Fund Management LLC Hedge fund	+27K +46.4%	85K	$2.1M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Morgan Stanley	−1.6M −66.4%	805K	$19.5M
Healthcare Of Ontario Pension Plan Trust Fund	−831K Sold out	0	—
Jacobs Levy Equity Management, Inc Active manager	−626K −42.8%	836K	$20.3M
Bank Of Nova Scotia	−615K −96.8%	21K	$499,756
Balyasny Asset Management L.P. Hedge fund	−565K Sold out	0	—
HRT Financial LP	−502K −82.7%	105K	$2.5M
Blackrock, Inc. Index funds	−476K −25.9%	1.4M	$33.1M
Alyeska Investment Group, L.P. Hedge fund	−454K Sold out	0	—
BNP Paribas Financial Markets	−446K −95.2%	23K	$549,343
Woodline Partners LP Hedge fund	−428K Sold out	0	—
Prudential Financial Inc	−425K −45.9%	502K	$12.2M
Algert Global LLC Hedge fund	−323K −52.6%	291K	$7.1M
Russell Investments Group, Ltd.	−269K −48.5%	285K	$6.9M
Exoduspoint Capital Management, LP Hedge fund	−253K Sold out	0	—
Voloridge Investment Management, LLC Hedge fund	−250K −58.9%	175K	$4.2M
SG Americas Securities, LLC	−242K −92.4%	20K	$484,000
Sei Investments Co	−223K −56.2%	173K	$4.2M
Walleye Capital LLC Hedge fund	−214K Sold out	0	—
Jump Financial, LLC	−199K −85.8%	33K	$799,561
First Trust Advisors LP	−193K −30.5%	439K	$10.7M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Jacobs Levy Equity Management, Inc Active manager	−626K −42.8%	836K	$20.3M
Balyasny Asset Management L.P. Hedge fund	−565K Sold out	0	—
Alyeska Investment Group, L.P. Hedge fund	−454K Sold out	0	—
Woodline Partners LP Hedge fund	−428K Sold out	0	—
Algert Global LLC Hedge fund	−323K −52.6%	291K	$7.1M
Exoduspoint Capital Management, LP Hedge fund	−253K Sold out	0	—
Voloridge Investment Management, LLC Hedge fund	−250K −58.9%	175K	$4.2M
Walleye Capital LLC Hedge fund	−214K Sold out	0	—
Acadian Asset Management LLC Active manager	−172K −88.2%	23K	$555,000
Millennium Management LLC Hedge fund	−171K −15.6%	927K	$22.5M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Assenagon Asset Management S.A.	1.6M	$37.9M
Nomura Asset Management International Inc.	565K	$13.7M
Mufg Securities Emea PLC	269K	$6.5M
Hancock Whitney Corp	224K	$5.4M
Envestnet Asset Management Inc	151K	$3.7M
Summit Financial, LLC	151K	$3.7M
Kestra Investment Management, LLC	149K	$3.6M
Los Angeles Capital Management LLCActive manager	115K	$2.8M
Inspire Investing, LLC	110K	$2.7M
Florida Financial Advisors, LLC	80K	$1.9M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Healthcare Of Ontario Pension Plan Trust Fund	831K	$23.2M
Balyasny Asset Management L.P.Hedge fund	565K	$15.8M
Alyeska Investment Group, L.P.Hedge fund	454K	$12.7M
Woodline Partners LPHedge fund	428K	$12M
Exoduspoint Capital Management, LPHedge fund	253K	$7.1M
Walleye Capital LLCHedge fund	214K	$6M
Bridgewater Associates, LPHedge fund	93K	$2.6M
Aquatic Capital Management LLC	82K	$2.3M
Citadel Advisors LLCHedge fund	82K	$2.3M
CIBC Bancorp Usa Inc.	80K	$2.2M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 280
Ten largest holders: 51.0%
Index fund managers: 6.0%
Active managers and hedge funds: 49.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	22	30	5	9	+4.9M	+22.4%
Index fund managers	5	3	0	0	−166K	−4.8%
Other institutions	157	78	73	32	+2.4M	+11.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Smithfield Foods.

Only managers that filed a holdings report for both quarters are compared (317 here). 8 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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