TYSON FOODS INC TSN
CL A · Common Stock · CUSIP 902494103 · ISIN US9024941034
Food manufacturing company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($41.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.34. Options: 31 managers hold calls ($342.1m notional), 33 hold puts ($514.8m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 882 |
| Q4 2022 | 874 |
| Q1 2023 | 834 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 387 | 444 |
| Q1 2023 | 410 | 429 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $322.4m | $910.9m | 2.83 |
| Q4 2022 | $310.9m | $629.6m | 2.03 |
| Q1 2023 | $342.1m | $514.8m | 1.50 |
Biggest buyers
| FMR LLC | Added | +8.6m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +4.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +4.7m |
| Holocene Advisors, LP | New | +3.6m |
| VICTORY CAPITAL MANAGEMENT INC | Added | +1.3m |
| GREAT LAKES ADVISORS, LLC | Added | +800.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +775.4k |
| Brandywine Global Investment Management, LLC | Added | +713.4k |
| Balyasny Asset Management L.P. | New | +700.8k |
| Candlestick Capital Management LP | New | +640.0k |
Biggest sellers
| BlackRock Inc. | Reduced | -2.5m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -2.1m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -1.6m |
| Assenagon Asset Management S.A. | Reduced | -1.4m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.4m |
| Man Group plc | Sold out | -1.2m |
| PRUDENTIAL FINANCIAL INC | Reduced | -1.2m |
| TWO SIGMA INVESTMENTS, LP | Sold out | -1.1m |
| Amundi | Reduced | -1.0m |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -993.7k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $73.4m1.2m shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $50.0m842.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $45.7m771.0k shares |
| UBS Group AG | Reduced | $40.9m690.0k shares |
| SIMPLEX TRADING, LLC | Added | $18.7m314.8k shares |
| Cubist Systematic Strategies, LLC | Reduced | $14.0m236.0k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $13.5m2.3k shares |
| Point72 Asset Management, L.P. | New | $13.1m220.0k shares |
| WOLVERINE TRADING, LLC | New | $12.2m208.9k shares |
| JANE STREET GROUP, LLC | Reduced | $10.8m182.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $59.7m1.0m shares |
| CITADEL ADVISORS LLC | Added | $59.2m998.5k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $49.4m8.3k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $45.1m759.7k shares |
| JANE STREET GROUP, LLC | Added | $41.8m704.4k shares |
| UBS Group AG | Reduced | $40.3m678.7k shares |
| GROUP ONE TRADING LLC | Reduced | $34.3m578.2k shares |
| D. E. Shaw & Co., Inc. | Added | $29.1m490.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $28.1m474.2k shares |
| PEAK6 Investments LLC | Added | $19.6m330.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
TYSON LIMITED PARTNERSHIP
13D · may seek influence
filed 2026-02-13
Stated purposeThere has been no acquisition of securities of the Company by the Partnership. This Statement is being filed to reflect the identities of the current trustees of the Donald J. Tyson Revocable Trust as of the date hereof. The Partnership currently has no plans to acquire or dispose of any significant number of Shares. The Partnership currently has no plans or proposals which would result in or relate to any of the transactions described in subparagraphs (b) through (j) of Item 4 of Schedule 13D. However, the Partnership reserves the right to change its plans or intentions at any time and to take any and all actions it may deem appropriate with respect to its investment in the Company. Full filing |
100.0% |
| BlackRock, Inc. 13G · institution -1.4 pts · filed 2025-04-17 | 8.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
| PZENA INVESTMENT MANAGEMENT LLC 13G · institution new · filed 2026-01-29 | 5.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.5% |
| STATE STREET CORP 13G · institution new · filed 2026-05-12 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 4 | $14.2m | — |
| Q1 2022 | 0 | — | 4 | $9.3m | — |
| Q2 2022 | 0 | — | 1 | $302.1k | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $769.9k | — |
| Q1 2023 | 0 | — | 0 | — | — |
None reported in Q1 2023.
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 38.1m $2.3bn | Reduced -661.8k |
| BlackRock Inc. 0.04% of their portfolio | 22.7m $1.3bn | Reduced -2.5m |
| FMR LLC 0.04% of their portfolio | 14.1m $837.5m | Added +8.6m |
| STATE STREET CORP 0.05% of their portfolio | 13.7m $812.6m | Reduced -867.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.08% of their portfolio | 9.5m $561.9m | Added +4.7m |
| VICTORY CAPITAL MANAGEMENT INC 0.46% of their portfolio | 6.9m $410.4m | Added +1.3m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.11% of their portfolio | 6.1m $360.0m | Reduced -285.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 6.0m $355.9m | Added +10.0k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 5.0m $295.9m | Added +349.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 4.9m $293.6m | Added +4.9m |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 4.2m $249.1m | Added +56.3k |
| Holocene Advisors, LP 1.08% of their portfolio | 3.6m $215.4m | New |
| Invesco Ltd. 0.06% of their portfolio | 3.6m $213.9m | Reduced -115.0k |
| LSV ASSET MANAGEMENT 0.43% of their portfolio | 3.2m $191.5m | Reduced -805.3k |
| MORGAN STANLEY 0.02% of their portfolio | 3.2m $190.9m | Reduced -367.5k |
| AQR CAPITAL MANAGEMENT LLC 0.40% of their portfolio | 3.1m $182.3m | Reduced -815.7k |
| YACKTMAN ASSET MANAGEMENT LP 1.76% of their portfolio | 3.0m $178.1m | Added +54.2k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 2.2m $129.4m | Reduced -22.0k |
| Legal & General Group Plc 0.04% of their portfolio | 2.1m $123.4m | Added +833 |
| Amundi 0.07% of their portfolio | 2.0m $121.6m | Reduced -1.0m |
| Brandywine Global Investment Management, LLC 0.48% of their portfolio | 2.0m $118.2m | Added +713.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.7m $99.4m | Added +355.2k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.6m $97.7m | Reduced -109.2k |
| FIRST TRUST ADVISORS LP 0.11% of their portfolio | 1.6m $95.4m | Added +152.2k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 1.4m $83.1m | Reduced -477.5k |
| NORGES BANK 0.02% of their portfolio | 1.3m $79.9m | Reduced -79.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.11% of their portfolio | 1.3m $75.8m | Reduced -8.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 1.2m $73.2m | Reduced -434.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 1.2m $71.8m | Reduced -104.6k |
| D. E. Shaw & Co., Inc. 0.11% of their portfolio | 1.2m $69.1m | Added +5.7k |
| Swiss National Bank 0.05% of their portfolio | 1.1m $68.2m | Reduced -28.6k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.1m $65.9m | Added +180.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio | 1.1m $64.8m | Reduced -1.6m |
| BARCLAYS PLC 0.06% of their portfolio | 998.9k $59.3m | Added +80.6k |
| Russell Investments Group, Ltd. 0.11% of their portfolio | 986.0k $58.5m | Reduced -57.0k |
| Artisan Partners Limited Partnership 0.10% of their portfolio | 977.4k $58.0m | Added +74.5k |
| GREAT LAKES ADVISORS, LLC 0.50% of their portfolio | 935.8k $55.5m | Added +800.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 925.5k $54.9m | Added +64.4k |
| Polaris Capital Management, LLC 2.03% of their portfolio | 918.3k $54.5m | Added +184.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.08% of their portfolio | 916.2k $54.3m | Added +775.4k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 907.5k $53.8m | Reduced -42.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.25% of their portfolio | 858.7k $50.9m | Added +261.3k |
| VAN ECK ASSOCIATES CORP 0.11% of their portfolio | 835.1k $49.5m | Reduced -561.0k |
| NFJ INVESTMENT GROUP, LLC 1.25% of their portfolio | 785.3k $46.6m | Added +409.1k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 755.3k $44.8m | Reduced -2.1m |
| Mariner, LLC 0.13% of their portfolio | 751.6k $44.6m | Added +204.9k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.22% of their portfolio | 740.4k $43.9m | Added +115.7k |
| Balyasny Asset Management L.P. 0.14% of their portfolio | 700.8k $41.6m | New |
| Ensign Peak Advisors, Inc 0.09% of their portfolio | 699.6k $41.5m | Reduced -72.6k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 696.2k $41.3m | Reduced -372.7k |
| CITIGROUP INC 0.06% of their portfolio | 694.0k $41.2m | Reduced -53.7k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 677.6k $40.2m | Reduced -7.7k |
| RNC CAPITAL MANAGEMENT LLC 2.25% of their portfolio | 672.7k $39.9m | Added +237.5k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 646.9k $38.4m | Added +11.9k |
| Candlestick Capital Management LP 1.28% of their portfolio | 640.0k $38.0m | New |
| SCOUT INVESTMENTS, INC. 0.77% of their portfolio | 635.4k $37.7m | Added +276.6k |
| Bridgewater Associates, LP 0.23% of their portfolio | 631.7k $37.5m | Reduced -133.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 623.8k $34.0m | Added +103.2k |
| ASSETMARK, INC 0.15% of their portfolio | 623.1k $37.0m | Added +53.8k |
| Cornerstone Investment Partners, LLC 2.44% of their portfolio | 621.8k $36.9m | Reduced -44.2k |
| CONNING INC. 1.18% of their portfolio | 594.9k $35.2m | Added +62.3k |
| California Public Employees Retirement System 0.03% of their portfolio | 594.3k $35.3m | Reduced -108.8k |
| Rheos Capital Works Inc. 1.90% of their portfolio | 576.9k $34.2m | Added +210.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 549.3k $32.6m | Reduced -1.4m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.05% of their portfolio | 542.8k $32.2m | Added +121.6k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 540.4k $32.1m | Reduced -275.2k |
| PFS INVESTMENTS INC. 0.55% of their portfolio | 536.9k $32.0m | Added +249.0k |
| AustralianSuper Pty Ltd 0.21% of their portfolio | 506.5k $30.0m | Reduced -151.1k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 500.8k $29.7m | Added +23.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 497.6k $29.5m | Added +138.1k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.12% of their portfolio | 491.4k $29.1m | Added +101.1k |
| CREDIT SUISSE AG/ 0.03% of their portfolio | 488.8k $29.0m | Reduced -97.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 456.4k $27.1m | Reduced -6.9k |
| Squarepoint Ops LLC 0.19% of their portfolio | 455.4k $27.0m | Added +55.2k |
| National Pension Service 0.05% of their portfolio | 447.6k $26.1m | Reduced -110.5k |
| Allianz Asset Management GmbH 0.05% of their portfolio | 442.0k $26.2m | Reduced -298.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.06% of their portfolio | 417.9k $24.8m | Reduced -42.5k |
| STOREBRAND ASSET MANAGEMENT AS 0.12% of their portfolio | 415.4k $24.6m | Added +35.1k |
| Markel Group Inc. 0.31% of their portfolio | 413.0k $24.5m | Added +26.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 411.1k $24.4m | Reduced -3.6k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 403.2k $23.9m | Added +74.3k |
| UBS Group AG 0.01% of their portfolio | 400.6k $23.8m | Reduced -407.0k |
| Verity & Verity, LLC 1.02% of their portfolio | 399.4k $23.7m | Added +278.5k |
| INTECH INVESTMENT MANAGEMENT LLC 0.19% of their portfolio | 398.0k $23.6m | Reduced -3.4k |
| PRUDENTIAL FINANCIAL INC 0.05% of their portfolio | 389.6k $30.9m | Reduced -1.2m |
| MARSHALL WACE, LLP 0.06% of their portfolio | 382.6k $22.7m | Reduced -793.8k |
| FIL Ltd 0.03% of their portfolio | 374.9k $22.2m | Reduced -1.1k |
| Poplar Forest Capital LLC 2.61% of their portfolio | 369.7k $21.9m | New |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 367.5k $21.8m | Reduced -394.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 364.4k $21.6m | Reduced -993.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.05% of their portfolio | 362.9k $21.5m | Reduced -4.4k |
| Retirement Systems of Alabama 0.09% of their portfolio | 359.8k $21.3m | Reduced -8.4k |
| PRIMECAP MANAGEMENT CO/CA/ 0.02% of their portfolio | 355.3k $21.1m | Unchanged |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 355.0k $21.1m | Reduced -25.1k |
| WILSEY ASSET MANAGEMENT INC 4.61% of their portfolio | 343.8k $20.4m | Added +53.0k |
| BURNEY CO/ 0.95% of their portfolio | 325.9k $19.3m | Added +99.5k |
| Community Bank of Raymore 7.30% of their portfolio | 321.6k $19.1m | Reduced -40.3k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 321.4k $19.1m | Reduced -5.6k |
| TRUIST FINANCIAL CORP 0.03% of their portfolio | 312.0k $18.5m | Reduced -6.9k |
| Capital Investment Advisors, LLC 0.54% of their portfolio | 309.7k $18.4m | Added +97.7k |