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 ($39.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $58.73. Options: 29 managers hold calls ($298.7m notional), 28 hold puts ($482.7m).
Trends to Q1 2024
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 |
| Q1 2024 | 787 |
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 |
| Q1 2024 | 379 | 349 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $273.8m | $390.6m | 1.43 |
| Q3 2023 | $306.4m | $408.8m | 1.33 |
| Q4 2023 | $354.8m | $539.2m | 1.52 |
| Q1 2024 | $298.7m | $482.7m | 1.62 |
Biggest buyers
| MORGAN STANLEY | Added | +5.7m |
| PZENA INVESTMENT MANAGEMENT LLC | Added | +4.7m |
| FMR LLC | Added | +1.9m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.5m |
| Man Group plc | Added | +1.0m |
| NORGES BANK | Added | +768.8k |
| Balyasny Asset Management L.P. | Added | +691.2k |
| BANK OF AMERICA CORP /DE/ | Added | +665.2k |
| Assenagon Asset Management S.A. | Added | +628.1k |
| ROYAL LONDON ASSET MANAGEMENT LTD | Added | +547.4k |
Biggest sellers
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -4.4m |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -2.7m |
| Capital Research Global Investors | Reduced | -1.5m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.3m |
| Amundi | Reduced | -1.2m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -545.8k |
| J. Goldman & Co LP | Sold out | -506.4k |
| BlackRock Inc. | Reduced | -372.8k |
| CITADEL ADVISORS LLC | Reduced | -363.1k |
| Atlas FRM LLC | Sold out | -350.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $79.1m1.3m shares |
| CITADEL ADVISORS LLC | Reduced | $46.9m799.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $36.1m615.1k shares |
| JANE STREET GROUP, LLC | Reduced | $19.9m338.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $13.5m229.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $13.1m222.6k shares |
| Cubist Systematic Strategies, LLC | Reduced | $10.3m174.9k shares |
| IMC-Chicago, LLC | Reduced | $9.6m162.8k shares |
| D. E. Shaw & Co., Inc. | Reduced | $9.3m157.8k shares |
| Walleye Trading LLC | Added | $8.1m138.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $101.8m1.7m shares |
| GROUP ONE TRADING LLC | Added | $68.5m1.2m shares |
| JANE STREET GROUP, LLC | Added | $59.3m1.0m shares |
| CITADEL ADVISORS LLC | Reduced | $43.8m746.6k shares |
| BW Gestao de Investimentos Ltda. | Unchanged | $41.1m700.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $38.2m650.8k shares |
| SIMPLEX TRADING, LLC | Added | $25.1m426.8k shares |
| Walleye Capital LLC | Reduced | $22.6m385.5k shares |
| D. E. Shaw & Co., Inc. | Reduced | $14.7m250.0k shares |
| Walleye Trading LLC | Added | $11.4m194.6k 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 2024
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 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 | — |
| Q1 2024 | 0 | — | 1 | $483.8k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-02-20 | White Noel W Director · White Charitable Trust | Sold | $483.8k9.0k 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 35.3m $2.1bn | Reduced -327.4k |
| BlackRock Inc. 0.03% of their portfolio | 20.2m $1.2bn | Reduced -372.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.10% of their portfolio | 13.7m $804.5m | Added +128.3k |
| STATE STREET CORP 0.03% of their portfolio | 12.9m $756.9m | Reduced -219.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.12% of their portfolio | 11.9m $696.5m | Added +1.5m |
| MORGAN STANLEY 0.02% of their portfolio | 11.6m $680.8m | Added +5.7m |
| PZENA INVESTMENT MANAGEMENT LLC 2.13% of their portfolio | 10.6m $619.6m | Added +4.7m |
| FMR LLC 0.04% of their portfolio | 10.1m $590.4m | Added +1.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 6.5m $383.0m | Added +218.2k |
| Invesco Ltd. 0.07% of their portfolio | 5.9m $345.8m | Added +43.1k |
| NORTHERN TRUST CORP 0.05% of their portfolio | 5.0m $290.8m | Added +32.8k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.57% of their portfolio | 3.9m $230.0m | Added +547.4k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 3.8m $222.8m | Reduced -158.6k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 3.6m $211.5m | Added +17.6k |
| Capital Research Global Investors 0.04% of their portfolio | 3.3m $196.4m | Reduced -1.5m |
| YACKTMAN ASSET MANAGEMENT LP 1.63% of their portfolio | 3.1m $181.4m | Added +65.7k |
| MILLENNIUM MANAGEMENT LLC 0.13% of their portfolio | 2.5m $148.1m | Reduced -1.3m |
| NORGES BANK 0.02% of their portfolio | 2.4m $142.7m | Added +768.8k |
| Thrivent Financial for Lutherans 0.27% of their portfolio | 2.3m $134.3m | Added +499.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 2.3m $132.7m | Reduced -4.4m |
| Legal & General Group Plc 0.04% of their portfolio | 2.1m $123.8m | Added +20.6k |
| Man Group plc 0.30% of their portfolio | 1.9m $112.1m | Added +1.0m |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.50% of their portfolio | 1.9m $111.2m | Added +91.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.13% of their portfolio | 1.8m $106.1m | Added +507.6k |
| Russell Investments Group, Ltd. 0.16% of their portfolio | 1.7m $98.3m | Added +195.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.6m $91.2m | Added +378.5k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.5m $85.9m | Reduced -90.3k |
| Brandywine Global Investment Management, LLC 0.58% of their portfolio | 1.4m $79.8m | Added +76.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.3m $78.7m | Added +665.2k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 1.3m $78.5m | Added +419.8k |
| TWO SIGMA INVESTMENTS, LP 0.18% of their portfolio | 1.3m $73.5m | Added +68.1k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 1.1m $66.6m | Added +329.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.1m $62.7m | Reduced -4.1k |
| Artisan Partners Limited Partnership 0.09% of their portfolio | 1.0m $60.1m | Added +3.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.09% of their portfolio | 973.4k $57.2m | Reduced -72.0k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.87% of their portfolio | 965.2k $56.7m | Added +17.6k |
| Ensign Peak Advisors, Inc 0.10% of their portfolio | 949.5k $55.8m | Added +202.3k |
| CAUSEWAY CAPITAL MANAGEMENT LLC 1.43% of their portfolio | 927.8k $54.5m | Reduced -72.8k |
| VAN ECK ASSOCIATES CORP 0.08% of their portfolio | 876.3k $51.5m | Added +186.8k |
| BARCLAYS PLC 0.02% of their portfolio | 873.6k $51.3m | Added +92.8k |
| Swiss National Bank 0.04% of their portfolio | 857.5k $50.4m | Reduced -35.4k |
| NFJ INVESTMENT GROUP, LLC 1.34% of their portfolio | 834.1k $49.0m | Reduced -51.3k |
| TWO SIGMA ADVISERS, LP 0.11% of their portfolio | 831.8k $48.9m | Reduced -236.6k |
| GREAT LAKES ADVISORS, LLC 0.41% of their portfolio | 815.6k $47.9m | Added +9.0k |
| Twin Tree Management, LP 1.06% of their portfolio | 793.7k $46.6m | Reduced -28.6k |
| Markel Group Inc. 0.45% of their portfolio | 777.5k $45.7m | Added +80.0k |
| Balyasny Asset Management L.P. 0.12% of their portfolio | 777.2k $45.6m | Added +691.2k |
| Squarepoint Ops LLC 0.19% of their portfolio | 771.5k $45.3m | Added +457.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 687.9k $40.4m | Added +7.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio | 654.9k $38.5m | Added +149.7k |
| UBS Group AG 0.01% of their portfolio | 647.5k $38.0m | Added +170.2k |
| Polaris Capital Management, LLC 1.88% of their portfolio | 643.6k $37.8m | Reduced -62.1k |
| Assenagon Asset Management S.A. 0.10% of their portfolio | 632.4k $37.1m | Added +628.1k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 625.1k $36.7m | Reduced -6.4k |
| Amundi 0.02% of their portfolio | 616.6k $36.3m | Reduced -1.2m |
| RNC CAPITAL MANAGEMENT LLC 1.99% of their portfolio | 593.9k $34.9m | Added +134.0k |
| Cornerstone Investment Partners, LLC 1.69% of their portfolio | 590.2k $34.7m | Added +11.5k |
| NATIONAL BANK OF CANADA /FI/ 0.06% of their portfolio | 579.1k $34.5m | Added +336.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 576.0k $33.8m | Added +90.4k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.12% of their portfolio | 557.5k $32.7m | Reduced -159.8k |
| Poplar Forest Capital LLC 4.37% of their portfolio | 554.3k $32.6m | Reduced -5.8k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 542.2k $31.8m | Reduced -62.2k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 531.4k $31.2m | Added +120.2k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 519.7k $30.5m | Reduced -191.0k |
| California Public Employees Retirement System 0.02% of their portfolio | 512.1k $30.1m | Reduced -10.8k |
| DEPRINCE RACE & ZOLLO INC 0.62% of their portfolio | 490.7k $28.8m | Reduced -4.6k |
| National Pension Service 0.03% of their portfolio | 455.9k $26.8m | Added +499 |
| GROUP ONE TRADING LLC 0.94% of their portfolio | 452.6k $26.6m | Reduced -121.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 438.6k $25.8m | Reduced -112.7k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.08% of their portfolio | 429.5k $25.2m | Added +23.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 407.4k $23.9m | Reduced -3.0k |
| HRT FINANCIAL LP 0.14% of their portfolio | 392.6k $23.1m | New |
| ASSETMARK, INC 0.07% of their portfolio | 392.4k $23.0m | Reduced -4.9k |
| STRS OHIO 0.09% of their portfolio | 390.0k $22.9m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 388.8k $22.8m | Reduced -13.3k |
| Applied Finance Capital Management, LLC 1.60% of their portfolio | 386.6k $22.7m | Added +40.4k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.28% of their portfolio | 384.0k $22.5m | Reduced -127.8k |
| STOREBRAND ASSET MANAGEMENT AS 0.08% of their portfolio | 376.0k $22.1m | Added +7.4k |
| TOWLE & CO 2.59% of their portfolio | 375.7k $22.1m | Reduced -9.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.05% of their portfolio | 362.9k $21.5m | Added +20.2k |
| ZWJ INVESTMENT COUNSEL INC 0.96% of their portfolio | 359.0k $21.1m | Added +28.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 350.7k $20.6m | Reduced -118.3k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 345.4k $20.3m | Reduced -363.1k |
| PRIMECAP MANAGEMENT CO/CA/ 0.01% of their portfolio | 337.0k $19.8m | Reduced -11.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 334.9k $19.7m | Added +43.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 326.9k $19.2m | Added +5.8k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 322.4k $18.9m | Reduced -92.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 319.6k $18.8m | Reduced -545.8k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 292.9k $17.2m | Reduced -89.7k |
| Walleye Capital LLC 0.19% of their portfolio | 290.7k $17.1m | Added +61.4k |
| Leeward Investments, LLC - MA 0.74% of their portfolio | 283.4k $16.6m | Added +12.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 280.9k $16.5m | Added +3.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 279.2k $16.4m | Reduced -138 |
| TWINBEECH CAPITAL LP 0.33% of their portfolio | 274.3k $16.1m | Added +242.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 274.2k $16.1m | Added +37.3k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 267.3k $15.7m | Reduced -119.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.07% of their portfolio | 264.5k $15.5m | Reduced -289.8k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 259.5k $15.2m | Reduced -4.7k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.22% of their portfolio | 255.4k $15.0m | Added +4.6k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 252.1k $14.8m | Reduced -303.5k |