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 ($43.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.76. Options: 28 managers hold calls ($354.8m notional), 30 hold puts ($539.2m).
Trends to Q4 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 |
| Q4 2023 | 759 |
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 |
| Q4 2023 | 268 | 442 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $342.1m | $514.8m | 1.50 |
| Q2 2023 | $273.8m | $390.6m | 1.43 |
| Q3 2023 | $306.4m | $408.8m | 1.33 |
| Q4 2023 | $354.8m | $539.2m | 1.52 |
Biggest buyers
| Capital Research Global Investors | Added | +2.9m |
| MILLENNIUM MANAGEMENT LLC | Added | +2.7m |
| MORGAN STANLEY | Added | +2.3m |
| ROYAL LONDON ASSET MANAGEMENT LTD | Added | +1.5m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.0m |
| Man Group plc | New | +892.6k |
| FMR LLC | Added | +739.3k |
| Twin Tree Management, LP | Added | +614.9k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +606.5k |
| JPMORGAN CHASE & CO | Added | +558.3k |
Biggest sellers
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -2.2m |
| GOLDMAN SACHS GROUP INC | Reduced | -1.5m |
| Amundi | Reduced | -1.1m |
| BlackRock Inc. | Reduced | -762.0k |
| CITADEL ADVISORS LLC | Reduced | -683.6k |
| FIRST TRUST ADVISORS LP | Reduced | -526.1k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -507.8k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -504.6k |
| Bridgewater Associates, LP | Reduced | -415.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -401.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $78.3m1.5m shares |
| CITADEL ADVISORS LLC | Added | $62.1m1.2m shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $60.9m1.1m shares |
| JANE STREET GROUP, LLC | Added | $21.9m406.8k shares |
| Cubist Systematic Strategies, LLC | Added | $20.0m372.0k shares |
| UBS Group AG | Unchanged | $15.6m289.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $14.1m262.5k shares |
| IMC-Chicago, LLC | Reduced | $13.3m248.2k shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $12.6m2.3k shares |
| D. E. Shaw & Co., Inc. | Added | $10.3m190.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $105.5m2.0m shares |
| CITADEL ADVISORS LLC | Added | $62.4m1.2m shares |
| GROUP ONE TRADING LLC | Added | $61.4m1.1m shares |
| JANE STREET GROUP, LLC | Added | $53.4m994.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $49.0m911.8k shares |
| BW Gestao de Investimentos Ltda. | New | $37.6m700.0k shares |
| SIMPLEX TRADING, LLC | Added | $21.4m398.7k shares |
| Walleye Capital LLC | Reduced | $21.1m392.8k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $20.4m3.8k shares |
| D. E. Shaw & Co., Inc. | Added | $16.5m307.7k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2023 | 0 | — | 2 | $6.7m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-11-17 | MORRIS WES Group President Poultry | Sold | $450.4k9.4k shares |
| 2023-11-17 | MORRIS WES Group President Poultry · by Daughter | Sold | $24.1k500 shares |
| 2023-11-17 | MORRIS WES Group President Poultry · by Son | Sold | $24.1k500 shares |
| 2023-11-14 | TYSON JOHN H Chairman of the Board, director | Sold | $6.2m133.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 35.6m $1.9bn | Reduced -159.4k |
| BlackRock Inc. 0.03% of their portfolio | 20.5m $1.1bn | Reduced -762.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.10% of their portfolio | 13.6m $729.3m | Added +8.6k |
| STATE STREET CORP 0.03% of their portfolio | 13.1m $704.5m | Added +967 |
| WELLINGTON MANAGEMENT GROUP LLP 0.10% of their portfolio | 10.3m $555.5m | Added +606.5k |
| FMR LLC 0.03% of their portfolio | 8.2m $440.1m | Added +739.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.09% of their portfolio | 6.6m $357.3m | Added +49.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 6.3m $338.8m | Added +152.4k |
| PZENA INVESTMENT MANAGEMENT LLC 1.19% of their portfolio | 5.9m $316.5m | Added +446.9k |
| MORGAN STANLEY 0.01% of their portfolio | 5.9m $315.0m | Added +2.3m |
| Invesco Ltd. 0.07% of their portfolio | 5.8m $314.2m | Reduced -82.3k |
| NORTHERN TRUST CORP 0.05% of their portfolio | 4.9m $264.4m | Reduced -309.2k |
| Capital Research Global Investors 0.06% of their portfolio | 4.8m $259.5m | Added +2.9m |
| Bank of New York Mellon Corp 0.04% of their portfolio | 4.0m $212.5m | Reduced -298.1k |
| MILLENNIUM MANAGEMENT LLC 0.19% of their portfolio | 3.8m $204.2m | Added +2.7m |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 3.6m $192.7m | Reduced -507.8k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.52% of their portfolio | 3.4m $181.1m | Added +1.5m |
| YACKTMAN ASSET MANAGEMENT LP 1.51% of their portfolio | 3.0m $162.5m | Reduced -32.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.16% of their portfolio | 2.8m $149.6m | Reduced -2.2m |
| Legal & General Group Plc 0.03% of their portfolio | 2.1m $112.2m | Added +33.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.49% of their portfolio | 1.8m $96.9m | Added +266.2k |
| Thrivent Financial for Lutherans 0.21% of their portfolio | 1.8m $96.1m | Added +304.0k |
| Amundi 0.04% of their portfolio | 1.8m $97.9m | Reduced -1.1m |
| NORGES BANK 0.02% of their portfolio | 1.7m $89.3m | Reduced -123.8k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.5m $83.3m | Reduced -294.8k |
| Russell Investments Group, Ltd. 0.14% of their portfolio | 1.5m $79.5m | Reduced -14.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.13% of their portfolio | 1.3m $69.8m | Added +153.1k |
| Brandywine Global Investment Management, LLC 0.55% of their portfolio | 1.3m $68.9m | Added +114.9k |
| TWO SIGMA INVESTMENTS, LP 0.15% of their portfolio | 1.2m $63.6m | Added +1.0m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.2m $63.1m | Added +558.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.1m $57.6m | Added +24.6k |
| TWO SIGMA ADVISERS, LP 0.13% of their portfolio | 1.1m $57.4m | Added +385.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.09% of their portfolio | 1.0m $56.2m | Added +365.7k |
| Artisan Partners Limited Partnership 0.09% of their portfolio | 1.0m $54.8m | Reduced -34.1k |
| CAUSEWAY CAPITAL MANAGEMENT LLC 1.37% of their portfolio | 1.0m $53.8m | Added +393.9k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.82% of their portfolio | 947.6k $50.9m | Added +13.5k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 917.1k $49.3m | Added +52.9k |
| Swiss National Bank 0.04% of their portfolio | 892.9k $48.0m | Reduced -25.8k |
| Man Group plc 0.14% of their portfolio | 892.6k $48.0m | New |
| NFJ INVESTMENT GROUP, LLC 1.32% of their portfolio | 885.3k $47.6m | Reduced -41.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.08% of their portfolio | 865.4k $46.5m | Reduced -401.6k |
| Twin Tree Management, LP 0.80% of their portfolio | 822.3k $44.2m | Added +614.9k |
| GREAT LAKES ADVISORS, LLC 0.41% of their portfolio | 806.6k $43.4m | Reduced -307.7k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 805.1k $43.3m | Added +101.9k |
| BARCLAYS PLC 0.02% of their portfolio | 780.8k $42.0m | Added +3.5k |
| Ensign Peak Advisors, Inc 0.08% of their portfolio | 747.2k $40.2m | Added +319.9k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.17% of their portfolio | 717.4k $38.6m | Reduced -75.4k |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 710.7k $38.2m | Added +215.7k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 708.5k $38.1m | Reduced -683.6k |
| Polaris Capital Management, LLC 1.83% of their portfolio | 705.7k $37.9m | Added +33.1k |
| Markel Group Inc. 0.41% of their portfolio | 697.5k $37.5m | Added +120.0k |
| VAN ECK ASSOCIATES CORP 0.07% of their portfolio | 689.5k $37.1m | Reduced -89.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 680.0k $36.6m | Reduced -175.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 674.2k $36.2m | Reduced -112.9k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 631.5k $33.9m | Reduced -7.5k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 604.3k $32.5m | Reduced -26.9k |
| Cornerstone Investment Partners, LLC 1.75% of their portfolio | 578.6k $31.1m | Reduced -22.2k |
| GROUP ONE TRADING LLC 0.97% of their portfolio | 574.3k $30.9m | Reduced -14.2k |
| Poplar Forest Capital LLC 4.37% of their portfolio | 560.1k $30.1m | Reduced -127.3k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 555.6k $29.9m | Reduced -526.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.14% of their portfolio | 554.3k $29.8m | Added +184.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 551.3k $29.6m | Added +69.8k |
| California Public Employees Retirement System 0.02% of their portfolio | 522.9k $28.1m | Reduced -18.3k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.38% of their portfolio | 511.8k $27.5m | Added +395.6k |
| J. Goldman & Co LP 1.52% of their portfolio | 506.4k $27.2m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.03% of their portfolio | 505.2k $27.2m | Reduced -11.8k |
| DEPRINCE RACE & ZOLLO INC 0.60% of their portfolio | 495.4k $26.6m | Added +6.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 485.6k $26.1m | Reduced -1.5m |
| UBS Group AG 0.01% of their portfolio | 477.3k $25.7m | Reduced -213.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 469.0k $25.2m | Added +398.2k |
| RNC CAPITAL MANAGEMENT LLC 1.48% of their portfolio | 459.9k $24.7m | Reduced -202.2k |
| National Pension Service 0.03% of their portfolio | 455.4k $24.5m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 417.4k $22.4m | Added +116.6k |
| Point72 Asset Management, L.P. 0.07% of their portfolio | 416.3k $22.4m | Added +207.3k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 414.6k $22.3m | Reduced -8.2k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 411.3k $22.1m | Reduced -289.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 410.3k $22.1m | Added +8.6k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.08% of their portfolio | 406.2k $21.8m | Added +118.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 402.1k $21.6m | Reduced -12.4k |
| ASSETMARK, INC 0.08% of their portfolio | 397.2k $21.3m | Reduced -10.7k |
| STRS OHIO 0.09% of their portfolio | 390.0k $21.0m | Added +90.0k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 387.3k $20.8m | Reduced -100.5k |
| TOWLE & CO 2.40% of their portfolio | 385.4k $20.7m | Added +366.6k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 382.6k $20.6m | Added +129.9k |
| STOREBRAND ASSET MANAGEMENT AS 0.07% of their portfolio | 368.7k $19.8m | Added +45.6k |
| KBC Group NV 0.07% of their portfolio | 366.0k $19.7m | Added +253.2k |
| Atlas FRM LLC 3.24% of their portfolio | 350.0k $18.8m | Added +100.0k |
| PRIMECAP MANAGEMENT CO/CA/ 0.01% of their portfolio | 348.5k $18.7m | Added +1.0k |
| Applied Finance Capital Management, LLC 1.62% of their portfolio | 346.2k $18.6m | Added +34.4k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio | 342.7k $18.4m | Reduced -61.8k |
| WILSEY ASSET MANAGEMENT INC 3.71% of their portfolio | 338.0k $18.2m | Reduced -7.5k |
| ZWJ INVESTMENT COUNSEL INC 0.91% of their portfolio | 330.6k $17.8m | Reduced -40.0k |
| Capital Investment Advisors, LLC 0.44% of their portfolio | 328.4k $17.7m | Reduced -47.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 321.1k $17.3m | Reduced -6.4k |
| Squarepoint Ops LLC 0.07% of their portfolio | 314.1k $16.9m | Added +214.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 291.1k $15.9m | Added +14.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 279.4k $15.0m | Reduced -11.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 277.1k $14.9m | Reduced -6.9k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 274.1k $14.7m | Reduced -504.6k |
| FIL Ltd 0.02% of their portfolio | 273.0k $14.7m | Reduced -53.7k |