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 ($18.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.49. Options: 32 managers hold calls ($306.4m notional), 32 hold puts ($408.8m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 882 |
| Q4 2022 | 874 |
| Q1 2023 | 834 |
| Q2 2023 | 777 |
| Q3 2023 | 750 |
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 |
| Q2 2023 | 367 | 437 |
| Q3 2023 | 331 | 406 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $310.9m | $629.6m | 2.03 |
| Q1 2023 | $342.1m | $514.8m | 1.50 |
| Q2 2023 | $273.8m | $390.6m | 1.43 |
| Q3 2023 | $306.4m | $408.8m | 1.33 |
Biggest buyers
| PZENA INVESTMENT MANAGEMENT LLC | New | +5.4m |
| Bank of New York Mellon Corp | Added | +2.1m |
| Capital Research Global Investors | New | +1.9m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | New | +1.5m |
| CITADEL ADVISORS LLC | Added | +1.3m |
| ROYAL LONDON ASSET MANAGEMENT LTD | Added | +1.3m |
| Amundi | Added | +1.1m |
| FMR LLC | Added | +1.0m |
| GOLDMAN SACHS GROUP INC | Added | +904.8k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +694.5k |
Biggest sellers
| LSV ASSET MANAGEMENT | Reduced | -2.5m |
| VANGUARD GROUP INC | Reduced | -2.2m |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -1.1m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.0m |
| Invesco Ltd. | Reduced | -929.3k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -879.2k |
| FIRST TRUST ADVISORS LP | Reduced | -564.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -518.8k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -429.4k |
| DEUTSCHE BANK AG\ | Reduced | -408.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $57.4m1.1m shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $54.1m1.1m shares |
| CITADEL ADVISORS LLC | Added | $54.0m1.1m shares |
| UBS Group AG | Unchanged | $14.6m289.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $14.5m287.4k shares |
| IMC-Chicago, LLC | Added | $13.8m274.3k shares |
| Cubist Systematic Strategies, LLC | Reduced | $10.4m206.0k shares |
| Walleye Trading LLC | Reduced | $9.5m187.3k shares |
| Walleye Capital LLC | Added | $9.1m180.1k shares |
| BNP PARIBAS FINANCIAL MARKETS | Unchanged | $8.7m1.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $61.6m1.2m shares |
| CITADEL ADVISORS LLC | Reduced | $52.2m1.0m shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $42.9m849.7k shares |
| GROUP ONE TRADING LLC | Added | $39.2m776.8k shares |
| JANE STREET GROUP, LLC | Reduced | $28.5m563.7k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $26.6m5.3k shares |
| Walleye Capital LLC | Added | $25.6m508.0k shares |
| PEAK6 Investments LLC | Added | $17.6m348.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $15.3m302.6k shares |
| D. E. Shaw & Co., Inc. | Added | $15.2m301.6k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2023 | 5 | $2.3m | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
None reported in Q3 2023.
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 35.7m $1.8bn | Reduced -2.2m |
| BlackRock Inc. 0.03% of their portfolio | 21.3m $1.1bn | Added +126.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.10% of their portfolio | 13.6m $684.7m | Added +388.9k |
| STATE STREET CORP 0.04% of their portfolio | 13.1m $661.7m | Reduced -387.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.10% of their portfolio | 9.7m $491.2m | Added +200.6k |
| FMR LLC 0.03% of their portfolio | 7.4m $376.1m | Added +1.0m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.10% of their portfolio | 6.6m $333.2m | Added +223.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 6.2m $310.7m | Added +88.4k |
| Invesco Ltd. 0.08% of their portfolio | 5.9m $299.3m | Reduced -929.3k |
| PZENA INVESTMENT MANAGEMENT LLC 1.18% of their portfolio | 5.4m $274.7m | New |
| NORTHERN TRUST CORP 0.05% of their portfolio | 5.2m $264.0m | Added +134.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.29% of their portfolio | 5.0m $252.2m | Reduced -393.2k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 4.3m $214.6m | Added +2.1m |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 4.1m $206.6m | Reduced -16.4k |
| MORGAN STANLEY 0.02% of their portfolio | 3.6m $181.7m | Reduced -50.4k |
| YACKTMAN ASSET MANAGEMENT LP 1.52% of their portfolio | 3.1m $154.2m | Reduced -9.3k |
| Amundi 0.07% of their portfolio | 2.9m $138.2m | Added +1.1m |
| Legal & General Group Plc 0.04% of their portfolio | 2.1m $103.7m | Reduced -18.9k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 2.0m $101.8m | Added +904.8k |
| Capital Research Global Investors 0.03% of their portfolio | 1.9m $96.3m | New |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.31% of their portfolio | 1.9m $96.2m | Added +1.3m |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.8m $93.1m | Added +242.4k |
| NORGES BANK 0.02% of their portfolio | 1.8m $90.1m | Reduced -15.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.46% of their portfolio | 1.5m $77.6m | New |
| Russell Investments Group, Ltd. 0.15% of their portfolio | 1.5m $75.4m | Added +465.7k |
| Thrivent Financial for Lutherans 0.18% of their portfolio | 1.5m $74.9m | Reduced -172.4k |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 1.4m $70.3m | Added +1.3m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.10% of their portfolio | 1.3m $64.0m | Reduced -204.7k |
| Brandywine Global Investment Management, LLC 0.52% of their portfolio | 1.2m $58.9m | Reduced -29.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.13% of their portfolio | 1.1m $57.9m | Added +694.5k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 1.1m $57.5m | Reduced -1.0m |
| GREAT LAKES ADVISORS, LLC 0.51% of their portfolio | 1.1m $56.3m | Added +301.0k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 1.1m $54.6m | Reduced -564.8k |
| Artisan Partners Limited Partnership 0.09% of their portfolio | 1.1m $53.2m | Reduced -46.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.0m $52.9m | Reduced -163.2k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.78% of their portfolio | 934.0k $47.2m | Added +129.3k |
| NFJ INVESTMENT GROUP, LLC 1.36% of their portfolio | 927.2k $46.8m | Added +38.9k |
| Swiss National Bank 0.04% of their portfolio | 918.7k $46.4m | Reduced -112.8k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 864.2k $43.6m | Reduced -408.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 855.7k $43.2m | Reduced -463 |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.19% of their portfolio | 792.8k $40.0m | Reduced -4.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 787.1k $39.7m | Reduced -114.1k |
| VAN ECK ASSOCIATES CORP 0.09% of their portfolio | 779.0k $39.3m | Added +39.9k |
| AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 778.7k $39.1m | Reduced -879.2k |
| BARCLAYS PLC 0.03% of their portfolio | 777.2k $39.2m | Reduced -271.4k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 703.2k $35.5m | Reduced -12.7k |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 700.7k $35.4m | Reduced -2.2k |
| UBS Group AG 0.02% of their portfolio | 690.5k $34.9m | Added +151.4k |
| Poplar Forest Capital LLC 4.03% of their portfolio | 687.5k $34.7m | Added +101.5k |
| TWO SIGMA ADVISERS, LP 0.09% of their portfolio | 682.7k $34.5m | Added +495.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 679.7k $34.3m | Added +354.8k |
| Polaris Capital Management, LLC 1.83% of their portfolio | 672.6k $34.0m | Reduced -245.7k |
| RNC CAPITAL MANAGEMENT LLC 2.07% of their portfolio | 662.1k $33.4m | Reduced -31.1k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 639.0k $32.3m | Added +19.4k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 631.2k $31.9m | Reduced -17.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 615.9k $31.1m | Reduced -32.2k |
| CAUSEWAY CAPITAL MANAGEMENT LLC 0.81% of their portfolio | 606.7k $30.6m | Added +281.8k |
| Cornerstone Investment Partners, LLC 1.89% of their portfolio | 600.8k $30.3m | Reduced -16.5k |
| GROUP ONE TRADING LLC 1.18% of their portfolio | 588.5k $29.7m | Added +329.8k |
| Markel Group Inc. 0.35% of their portfolio | 577.5k $29.2m | Added +127.5k |
| Bridgewater Associates, LP 0.17% of their portfolio | 560.1k $28.3m | Reduced -6.5k |
| California Public Employees Retirement System 0.02% of their portfolio | 541.2k $27.3m | Added +1.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio | 517.0k $26.1m | Reduced -53.3k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 495.0k $25.0m | Reduced -404.2k |
| DEPRINCE RACE & ZOLLO INC 0.60% of their portfolio | 488.7k $24.7m | Reduced -37.4k |
| CREDIT SUISSE AG/ 0.03% of their portfolio | 487.8k $24.6m | Reduced -13.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 481.5k $24.3m | Reduced -8.0k |
| National Pension Service 0.04% of their portfolio | 455.4k $23.3m | Reduced -6.8k |
| Walleye Capital LLC 0.32% of their portfolio | 434.0k $21.9m | Added +293.7k |
| Ensign Peak Advisors, Inc 0.05% of their portfolio | 427.2k $21.6m | Reduced -30.3k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 422.8k $21.3m | Reduced -122.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 414.5k $20.9m | Reduced -28.1k |
| ASSETMARK, INC 0.08% of their portfolio | 407.9k $20.6m | Reduced -121.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.05% of their portfolio | 404.4k $20.4m | Added +46.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 401.7k $20.3m | Added +145.6k |
| Capital Investment Advisors, LLC 0.53% of their portfolio | 375.9k $19.0m | Added +47.7k |
| ZWJ INVESTMENT COUNSEL INC 1.04% of their portfolio | 370.6k $18.7m | Reduced -1.8k |
| Connor, Clark & Lunn Investment Management Ltd. 0.10% of their portfolio | 369.5k $18.7m | New |
| SCOUT INVESTMENTS, INC. 0.41% of their portfolio | 367.4k $18.1m | Reduced -32.0k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 359.2k $18.1m | Reduced -16.4k |
| PRIMECAP MANAGEMENT CO/CA/ 0.01% of their portfolio | 347.5k $17.5m | Unchanged |
| WILSEY ASSET MANAGEMENT INC 3.96% of their portfolio | 345.4k $17.4m | Reduced -375 |
| Retirement Systems of Alabama 0.08% of their portfolio | 340.0k $17.2m | Reduced -345 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 327.5k $16.5m | Reduced -2.5k |
| FIL Ltd 0.02% of their portfolio | 326.7k $16.5m | Reduced -28.2k |
| STOREBRAND ASSET MANAGEMENT AS 0.08% of their portfolio | 323.1k $16.3m | Reduced -111.5k |
| Applied Finance Capital Management, LLC 1.71% of their portfolio | 311.8k $15.7m | Added +54.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 300.8k $15.2m | Reduced -346.3k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 300.4k $15.2m | Reduced -23.6k |
| STRS OHIO 0.07% of their portfolio | 300.0k $15.1m | Unchanged |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 291.1k $14.7m | Reduced -2.4k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.06% of their portfolio | 287.3k $14.5m | Added +134.3k |
| Caisse de depot et placement du Quebec 0.04% of their portfolio | 286.1k $14.4m | Added +39.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 284.0k $14.3m | Reduced -600 |
| Leeward Investments, LLC - MA 0.72% of their portfolio | 278.8k $14.1m | Added +46.5k |
| TORONTO DOMINION BANK 0.01% of their portfolio | 277.5k $14.0m | Reduced -68.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 276.5k $14.0m | Added +24.9k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 270.2k $13.6m | Reduced -8.7k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.21% of their portfolio | 266.5k $13.5m | Reduced -4.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 264.4k $13.3m | Added +39.1k |