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 ($80.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $63.79. Options: 32 managers hold calls ($218.2m notional), 29 hold puts ($212.2m).
Trends to Q1 2025
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 |
| Q2 2024 | 773 |
| Q3 2024 | 813 |
| Q4 2024 | 832 |
| Q1 2025 | 848 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 367 | 437 |
| Q3 2023 | 331 | 406 |
| Q4 2023 | 268 | 442 |
| Q1 2024 | 379 | 349 |
| Q2 2024 | 359 | 370 |
| Q3 2024 | 396 | 343 |
| Q4 2024 | 402 | 368 |
| Q1 2025 | 446 | 349 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $210.5m | $332.2m | 1.58 |
| Q3 2024 | $210.8m | $359.6m | 1.71 |
| Q4 2024 | $169.6m | $446.3m | 2.63 |
| Q1 2025 | $218.2m | $212.2m | 0.97 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +2.5m |
| Capital Research Global Investors | Added | +2.4m |
| Davis Selected Advisers | Added | +1.6m |
| Pacer Advisors, Inc. | Added | +1.6m |
| MIRABELLA FINANCIAL SERVICES LLP | Added | +1.5m |
| PZENA INVESTMENT MANAGEMENT LLC | Added | +1.3m |
| BANK OF AMERICA CORP /DE/ | Added | +1.2m |
| BlackRock, Inc. | Added | +880.5k |
| Amundi | Added | +763.9k |
| NORGES BANK | Added | +759.2k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -3.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.9m |
| Thrivent Financial for Lutherans | Reduced | -1.4m |
| Bank of New York Mellon Corp | Reduced | -1.1m |
| JANE STREET GROUP, LLC | Reduced | -698.8k |
| DEUTSCHE BANK AG\ | Reduced | -557.5k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -549.0k |
| Man Group plc | Reduced | -540.7k |
| UBS Group AG | Reduced | -539.6k |
| RNC CAPITAL MANAGEMENT LLC | Reduced | -488.4k |
Biggest calls
| Twin Tree Management, LP | Added | $42.8m671.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $40.5m634.7k shares |
| GROUP ONE TRADING LLC | Added | $14.7m230.3k shares |
| D. E. Shaw & Co., Inc. | Added | $13.9m218.5k shares |
| CITADEL ADVISORS LLC | Reduced | $12.8m200.9k shares |
| UBS Group AG | New | $9.4m148.0k shares |
| JANE STREET GROUP, LLC | Added | $8.5m133.1k shares |
| IMC-Chicago, LLC | Reduced | $8.1m126.9k shares |
| PEAK6 LLC | Added | $7.6m118.8k shares |
| BANK OF AMERICA CORP /DE/ | Added | $7.2m112.8k shares |
Biggest puts
| JANE STREET GROUP, LLC | Reduced | $65.9m1.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $33.0m516.7k shares |
| CITADEL ADVISORS LLC | Reduced | $25.4m398.6k shares |
| UBS Group AG | New | $18.2m284.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $9.3m145.2k shares |
| GROUP ONE TRADING LLC | Reduced | $7.4m116.1k shares |
| GOLDMAN SACHS GROUP INC | Added | $6.8m106.7k shares |
| BANK OF AMERICA CORP /DE/ | Added | $6.5m102.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $4.4m70.0k shares |
| Twin Tree Management, LP | Reduced | $4.0m62.9k 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 2025
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 2023 | 5 | $2.3m | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 2 | $6.7m | — |
| Q1 2024 | 0 | — | 1 | $483.8k | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 4 | $28.4m | — |
| Q1 2025 | 0 | — | 0 | — | — |
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 36.0m $2.3bn | Added +247.1k |
| BlackRock, Inc. 0.04% of their portfolio | 29.7m $1.9bn | Added +880.5k |
| STATE STREET CORP 0.04% of their portfolio | 13.6m $864.7m | Added +145.0k |
| PZENA INVESTMENT MANAGEMENT LLC 2.96% of their portfolio | 13.3m $846.4m | Added +1.3m |
| WELLINGTON MANAGEMENT GROUP LLP 0.09% of their portfolio | 7.3m $468.8m | Reduced -3.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 7.3m $462.2m | Added +271.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.06% of their portfolio | 7.0m $448.3m | Reduced -2.9m |
| FMR LLC 0.02% of their portfolio | 5.8m $373.1m | Reduced -101.5k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 4.7m $302.3m | Added +36.9k |
| Davis Selected Advisers 1.72% of their portfolio | 4.7m $298.6m | Added +1.6m |
| Invesco Ltd. 0.05% of their portfolio | 4.3m $275.2m | Reduced -34.2k |
| NORGES BANK 0.03% of their portfolio | 3.8m $242.9m | Added +759.2k |
| Capital Research Global Investors 0.05% of their portfolio | 3.7m $237.4m | Added +2.4m |
| MORGAN STANLEY 0.02% of their portfolio | 3.4m $217.7m | Reduced -263.3k |
| AQR CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 2.8m $180.9m | Added +2.5m |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 2.7m $175.2m | Added +52.3k |
| YACKTMAN ASSET MANAGEMENT LP 2.20% of their portfolio | 2.6m $167.7m | Reduced -39.4k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.39% of their portfolio | 2.6m $164.7m | Reduced -59.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 2.5m $160.2m | Added +53.5k |
| Legal & General Group Plc 0.04% of their portfolio | 2.5m $158.6m | Added +231.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.2m $141.3m | Added +1.2m |
| Bank of New York Mellon Corp 0.03% of their portfolio | 2.2m $139.1m | Reduced -1.1m |
| Qube Research & Technologies Ltd 0.21% of their portfolio | 2.2m $137.5m | Added +132.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.52% of their portfolio | 2.0m $130.7m | Reduced -48.5k |
| Russell Investments Group, Ltd. 0.17% of their portfolio | 2.0m $127.2m | Reduced -36.0k |
| MIRABELLA FINANCIAL SERVICES LLP 2.14% of their portfolio | 1.7m $106.1m | Added +1.5m |
| Pacer Advisors, Inc. 0.25% of their portfolio | 1.6m $104.3m | Added +1.6m |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 1.6m $103.6m | Reduced -557.5k |
| Amundi 0.04% of their portfolio | 1.6m $99.0m | Added +763.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 1.5m $98.0m | Added +47.1k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.4m $90.1m | Added +362.1k |
| PANAGORA ASSET MANAGEMENT INC 0.44% of their portfolio | 1.4m $87.7m | Added +186.2k |
| TWO SIGMA ADVISERS, LP 0.20% of their portfolio | 1.4m $86.9m | Reduced -7.9k |
| BARCLAYS PLC 0.04% of their portfolio | 1.3m $86.1m | Added +376.5k |
| Brandywine Global Investment Management, LLC 0.60% of their portfolio | 1.3m $82.9m | Added +98.8k |
| California Public Employees Retirement System 0.06% of their portfolio | 1.3m $80.0m | Reduced -31.1k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.2m $77.8m | Added +318.9k |
| Ensign Peak Advisors, Inc 0.14% of their portfolio | 1.2m $75.3m | Reduced -26.2k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.1m $73.3m | Reduced -425.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.11% of their portfolio | 1.1m $72.3m | Added +138.8k |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 1.1m $71.2m | Added +63.6k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 1.1m $70.9m | Added +95.9k |
| VAN ECK ASSOCIATES CORP 0.09% of their portfolio | 1.1m $68.7m | Reduced -28.1k |
| Artisan Partners Limited Partnership 0.10% of their portfolio | 1.0m $64.6m | Added +8.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.06% of their portfolio | 1.0m $64.3m | Reduced -222.2k |
| THOMPSON SIEGEL & WALMSLEY LLC 1.03% of their portfolio | 949.1k $60.6m | Reduced -131.8k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.36% of their portfolio | 891.3k $56.9m | Added +139.4k |
| UBS Group AG 0.01% of their portfolio | 869.4k $55.5m | Reduced -539.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 853.6k $54.5m | Reduced -358.2k |
| GREAT LAKES ADVISORS, LLC 0.48% of their portfolio | 843.5k $53.7m | Added +15.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 822.2k $52.5m | First filing |
| Swiss National Bank 0.04% of their portfolio | 807.0k $51.5m | Reduced -500 |
| Allianz Asset Management GmbH 0.08% of their portfolio | 800.5k $51.1m | Added +75.6k |
| Markel Group Inc. 0.45% of their portfolio | 798.5k $51.0m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 746.9k $47.7m | Added +27.1k |
| TWO SIGMA INVESTMENTS, LP 0.10% of their portfolio | 728.8k $46.5m | Reduced -180.8k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 652.9k $41.7m | Reduced -549.0k |
| Nuveen, LLC 0.01% of their portfolio | 651.7k $41.6m | First filing |
| Assenagon Asset Management S.A. 0.07% of their portfolio | 638.1k $40.7m | Added +218.3k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 621.1k $39.6m | Added +55.5k |
| NFJ INVESTMENT GROUP, LLC 1.29% of their portfolio | 600.2k $38.3m | Added +55.3k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 584.5k $37.2m | Reduced -120.8k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.15% of their portfolio | 572.8k $36.5m | Added +107.3k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 560.4k $35.8m | Added +186.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 525.7k $33.5m | Added +62.7k |
| ACADIAN ASSET MANAGEMENT LLC 0.09% of their portfolio | 517.1k $33.0m | Added +489.8k |
| Cubist Systematic Strategies, LLC 0.40% of their portfolio | 482.4k $30.8m | Reduced -135.5k |
| Polaris Capital Management, LLC 1.75% of their portfolio | 480.6k $30.7m | Reduced -160.6k |
| Caisse de depot et placement du Quebec 0.06% of their portfolio | 475.7k $30.4m | Added +182.3k |
| CITIGROUP INC 0.02% of their portfolio | 471.8k $30.1m | Added +241.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 458.2k $29.2m | Added +186.7k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 431.2k $27.5m | Added +47.2k |
| STOREBRAND ASSET MANAGEMENT AS 0.09% of their portfolio | 425.9k $27.2m | Added +65.2k |
| PRIMECAP MANAGEMENT CO/CA/ 0.02% of their portfolio | 423.5k $27.0m | Reduced -18.9k |
| STRS OHIO 0.11% of their portfolio | 421.6k $26.9m | Reduced -6.0k |
| Poplar Forest Capital LLC 4.58% of their portfolio | 403.6k $25.8m | Reduced -1.8k |
| Quantinno Capital Management LP 0.16% of their portfolio | 392.5k $25.0m | Added +259.6k |
| ZWJ INVESTMENT COUNSEL INC 1.01% of their portfolio | 389.6k $24.9m | Added +21.5k |
| ASSETMARK, INC 0.07% of their portfolio | 389.3k $24.8m | Reduced -8.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 382.5k $24.4m | Added +307 |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 360.2k $23.0m | Added +249.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 341.1k $21.8m | Added +1.9k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 338.0k $21.6m | Added +24.3k |
| MACKENZIE FINANCIAL CORP 0.03% of their portfolio | 329.8k $21.0m | Reduced -484.6k |
| Gotham Asset Management, LLC 0.17% of their portfolio | 314.9k $20.1m | Reduced -9.6k |
| NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio | 310.5k $19.8m | Added +77.3k |
| Mitsubishi UFJ Trust & Banking Corp 0.05% of their portfolio | 299.6k $19.1m | Added +2.4k |
| TOWLE & CO 4.13% of their portfolio | 296.2k $18.9m | Reduced -6.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 294.0k $18.8m | Reduced -170.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio | 293.8k $18.7m | Reduced -1.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 293.2k $18.7m | Added +267.0k |
| KLP KAPITALFORVALTNING AS 0.09% of their portfolio | 288.0k $18.4m | Added +5.3k |
| OLD NATIONAL BANCORP /IN/ 0.48% of their portfolio | 285.3k $18.2m | Added +15.8k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 278.2k $17.8m | Added +12.1k |
| Applied Finance Capital Management, LLC 1.27% of their portfolio | 270.0k $17.2m | Reduced -241.8k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 263.3k $16.8m | Added +16.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 261.2k $16.7m | Added +45.1k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.06% of their portfolio | 250.4k $16.0m | Reduced -12.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 249.1k $15.9m | Reduced -11.1k |
| Engineers Gate Manager LP 0.26% of their portfolio | 239.5k $15.3m | Added +50.5k |