$SFD

$18.33 +$0.02 (0.11%) Close

$SFD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 393.8M shares outstanding

Who owns SFD?

By type of holder

Institutions 13.6% Insiders 0.3% Everyone else 86.1%

Concentration Top 10 holders own 6.8%

LSV Asset Management 1.8% · Two Sigma Investments, LP 1.1%

Institutional ownership

13.6%

+1.7 pts vs last qtr

Institutional holders

282

+38 vs last qtr

Net shares bought

+6.7M

by institutions in Q2 2026

New / sold out

83 / 45

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

LSV Asset Management +4.8M
Aqr Capital Management LLC +3.0M

Biggest sellers in Q2 2026

Morgan Stanley −1.6M
Healthcare Of Ontario Pension Plan Trust Fund SOLD OUT −831.1K

Who is planning to sell?

Notices of proposed sale, last 12 months

$4.4M

3 notices from 3 people

Shares covered

165.4K

0.04% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Steven France Officer $2.22M
Mark Hall Officer $2.07M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2009–FY2025

+4.6%

+0.56% a year

Each share's claim on the business

−4.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$576M vs $9M

over 9 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years63% Under 1 year37%

Quarterly turnover

33.6%

of institutional shares changed hands

Top 10 managers, median time held

1.3 years

Super Investors

Investment managers reporting SFD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
LA LSV Asset Management	7.1M	1.81%	+4.8M (+211.1%)	Q1 '26	0.3%
Shares held by quarter Peak holding7.1M (Q2'26) Change over 8 quarters+7.1M Share of the company1.810% LSV Asset Management's full portfolio →
TS Two Sigma Investments, LP	4.2M	1.08%	+21.9K (+0.5%)	2025	0.1%
Shares held by quarter Peak holding4.2M (Q2'26) Change over 8 quarters+4.2M Share of the company1.080% Two Sigma Investments, LP's full portfolio →

LSV Asset Management

7.1M

% of company

1.81%

Change vs last qtr

+4.8M (+211.1%)

Held since

Q1 '26

Two Sigma Investments, LP

4.2M

% of company

1.08%

Change vs last qtr

+21.9K (+0.5%)

Held since

2025

28 more super investors behind a free account

See every manager holding Smithfield Foods, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SFD on Form N-PORT; together they hold 3.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FL Fidelity Low-Priced Stock Fund Fidelity Puritan Trust	$25.1M	957.0K	0.24%	0.11%	April 30, 2026
UT U.S. Targeted Value Portfolio Dfa Investment Dimensions Group Inc	$15.5M	594.9K	0.15%	0.09%	July 31, 2026

Fidelity Low-Priced Stock Fund

Fidelity Puritan Trust

Position value

$25.1M

% of company

0.24%

% of the fund

0.11%

As of

April 30, 2026

U.S. Targeted Value Portfolio

Dfa Investment Dimensions Group Inc

Position value

$15.5M

% of company

0.15%

% of the fund

0.09%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Smithfield Foods, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SC Smith Charles Shane Insider	238.6K	0.06%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.060% Smith Charles Shane's insider activity →
HH He Hank Shenghua Insider	149.7K	0.04%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.040% He Hank Shenghua's insider activity →

Smith Charles Shane

Insider

238.6K

% of company

0.06%

Change vs last qtr

—

Held since

—

He Hank Shenghua

Insider

149.7K

% of company

0.04%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of Smithfield Foods, Inc..

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