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 ($59.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $55.93. Options: 28 managers hold calls ($165.8m notional), 27 hold puts ($176.3m).
Trends to Q2 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 |
| Q2 2025 | 830 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2025 | 421 | 403 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $210.8m | $359.6m | 1.71 |
| Q4 2024 | $169.6m | $446.3m | 2.63 |
| Q1 2025 | $218.2m | $212.2m | 0.97 |
| Q2 2025 | $165.8m | $176.3m | 1.06 |
Biggest buyers
| Davis Selected Advisers | Added | +4.3m |
| AQR CAPITAL MANAGEMENT LLC | Added | +2.2m |
| Invesco Ltd. | Added | +1.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.4m |
| Caisse de depot et placement du Quebec | Added | +825.4k |
| Balyasny Asset Management L.P. | Added | +758.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +704.4k |
| UBS Group AG | Added | +634.3k |
| NORGES BANK | Added | +591.2k |
| ROYAL BANK OF CANADA | Added | +544.7k |
Biggest sellers
| Capital Research Global Investors | Reduced | -3.1m |
| BlackRock, Inc. | Reduced | -3.1m |
| MIRABELLA FINANCIAL SERVICES LLP | Reduced | -1.6m |
| ROYAL LONDON ASSET MANAGEMENT LTD | Reduced | -1.3m |
| TWO SIGMA ADVISERS, LP | Reduced | -1.2m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -831.3k |
| PANAGORA ASSET MANAGEMENT INC | Reduced | -691.2k |
| Amundi | Reduced | -663.9k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -588.2k |
| Brandywine Global Investment Management, LLC | Reduced | -541.7k |
Biggest calls
| Twin Tree Management, LP | Reduced | $27.3m487.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $26.0m465.0k shares |
| JANE STREET GROUP, LLC | Added | $11.8m211.4k shares |
| GROUP ONE TRADING LLC | Reduced | $11.8m210.4k shares |
| PEAK6 LLC | Added | $11.6m206.6k shares |
| IMC-Chicago, LLC | Added | $8.4m151.0k shares |
| UBS Group AG | Reduced | $7.7m137.9k shares |
| D. E. Shaw & Co., Inc. | Reduced | $7.6m135.4k shares |
| SIMPLEX TRADING, LLC | Added | $6.9m123.4k shares |
| Cubist Systematic Strategies, LLC | Added | $6.0m107.7k shares |
Biggest puts
| JANE STREET GROUP, LLC | Reduced | $37.1m663.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $36.5m651.7k shares |
| CITADEL ADVISORS LLC | Added | $28.6m511.6k shares |
| UBS Group AG | Reduced | $13.9m248.6k shares |
| SIMPLEX TRADING, LLC | Added | $12.8m229.1k shares |
| PEAK6 LLC | Added | $7.4m132.0k shares |
| IMC-Chicago, LLC | Added | $6.0m107.5k shares |
| Walleye Trading LLC | Added | $5.1m91.4k shares |
| D. E. Shaw & Co., Inc. | Added | $4.0m72.0k shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $3.9m69.8k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 36.5m $2.0bn | Added +543.5k |
| BlackRock, Inc. 0.03% of their portfolio | 26.6m $1.5bn | Reduced -3.1m |
| STATE STREET CORP 0.03% of their portfolio | 14.0m $782.6m | Added +439.6k |
| PZENA INVESTMENT MANAGEMENT LLC 2.49% of their portfolio | 13.7m $766.9m | Added +444.6k |
| Davis Selected Advisers 2.68% of their portfolio | 9.0m $501.0m | Added +4.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.05% of their portfolio | 8.5m $473.7m | Added +1.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 7.4m $411.6m | Added +122.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 6.5m $364.5m | Reduced -831.3k |
| FMR LLC 0.02% of their portfolio | 6.0m $333.0m | Added +107.3k |
| Invesco Ltd. 0.06% of their portfolio | 5.9m $328.0m | Added +1.6m |
| AQR CAPITAL MANAGEMENT LLC 0.23% of their portfolio | 5.0m $277.3m | Added +2.2m |
| NORTHERN TRUST CORP 0.03% of their portfolio | 4.5m $252.5m | Reduced -223.6k |
| NORGES BANK 0.03% of their portfolio | 4.4m $246.1m | Added +591.2k |
| MORGAN STANLEY 0.01% of their portfolio | 3.4m $190.3m | Reduced -9.2k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 2.8m $158.0m | Added +78.4k |
| YACKTMAN ASSET MANAGEMENT LP 1.96% of their portfolio | 2.6m $146.1m | Reduced -16.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 2.6m $143.7m | Added +57.7k |
| Legal & General Group Plc 0.03% of their portfolio | 2.5m $137.1m | Reduced -34.5k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.2m $122.8m | Added +13.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.45% of their portfolio | 2.0m $113.6m | Reduced -16.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.9m $103.7m | Reduced -359.4k |
| Qube Research & Technologies Ltd 0.14% of their portfolio | 1.8m $100.1m | Reduced -365.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.7m $97.0m | Added +198.4k |
| Pacer Advisors, Inc. 0.24% of their portfolio | 1.7m $95.4m | Added +69.7k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.7m $92.6m | Added +544.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.6m $88.5m | Added +169.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 1.6m $87.2m | Added +704.4k |
| UBS Group AG 0.02% of their portfolio | 1.5m $84.1m | Added +634.3k |
| Russell Investments Group, Ltd. 0.11% of their portfolio | 1.5m $82.7m | Reduced -514.2k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.3m $73.9m | Added +171.9k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.17% of their portfolio | 1.3m $72.8m | Reduced -1.3m |
| Caisse de depot et placement du Quebec 0.16% of their portfolio | 1.3m $72.8m | Added +825.4k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 1.3m $70.1m | Reduced -370.2k |
| Ensign Peak Advisors, Inc 0.12% of their portfolio | 1.2m $69.7m | Added +67.1k |
| VAN ECK ASSOCIATES CORP 0.07% of their portfolio | 1.2m $64.6m | Added +76.6k |
| BARCLAYS PLC 0.03% of their portfolio | 1.2m $64.5m | Reduced -196.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.1m $60.6m | Reduced -136.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio | 1.0m $58.4m | Reduced -89.2k |
| California Public Employees Retirement System 0.04% of their portfolio | 1.0m $58.3m | Reduced -212.4k |
| Artisan Partners Limited Partnership 0.08% of their portfolio | 1.0m $56.5m | Reduced -3.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.05% of their portfolio | 951.2k $53.2m | Reduced -57.0k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.89% of their portfolio | 942.7k $52.7m | Reduced -6.4k |
| Balyasny Asset Management L.P. 0.11% of their portfolio | 904.7k $50.6m | Added +758.2k |
| Amundi 0.02% of their portfolio | 892.9k $51.3m | Reduced -663.9k |
| Swiss National Bank 0.03% of their portfolio | 866.2k $48.5m | Added +59.2k |
| Markel Group Inc. 0.39% of their portfolio | 816.0k $45.6m | Added +17.5k |
| Brandywine Global Investment Management, LLC 0.30% of their portfolio | 758.2k $42.4m | Reduced -541.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 738.9k $41.3m | Reduced -8.0k |
| PANAGORA ASSET MANAGEMENT INC 0.17% of their portfolio | 682.7k $38.2m | Reduced -691.2k |
| Nuveen, LLC 0.01% of their portfolio | 657.9k $36.8m | Added +6.2k |
| Assenagon Asset Management S.A. 0.06% of their portfolio | 637.1k $35.6m | Reduced -997 |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 628.6k $35.2m | Reduced -487.9k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 614.5k $34.4m | Reduced -6.6k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 605.0k $33.8m | Added +20.5k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 589.0k $32.9m | Reduced -211.5k |
| NFJ INVESTMENT GROUP, LLC 1.14% of their portfolio | 585.3k $32.7m | Reduced -14.9k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 582.2k $32.6m | Added +151.0k |
| Capital Research Global Investors 0.01% of their portfolio | 577.7k $32.3m | Reduced -3.1m |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 575.3k $32.2m | Added +14.9k |
| CITIGROUP INC 0.02% of their portfolio | 569.7k $31.9m | Added +97.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 553.1k $30.9m | Added +27.5k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 526.3k $29.4m | Reduced -126.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 517.0k $28.9m | Added +175.9k |
| Woodline Partners LP 0.15% of their portfolio | 507.4k $28.4m | Added +483.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 504.4k $28.2m | Added +46.2k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.13% of their portfolio | 478.1k $26.7m | Reduced -413.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 475.1k $26.6m | Reduced -347.1k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.39% of their portfolio | 461.1k $25.8m | Added +411.1k |
| Polaris Capital Management, LLC 1.68% of their portfolio | 451.3k $25.2m | Reduced -29.3k |
| STRS OHIO 0.09% of their portfolio | 438.5k $24.5m | Added +16.9k |
| Engineers Gate Manager LP 0.29% of their portfolio | 419.4k $23.5m | Added +179.9k |
| PRIMECAP MANAGEMENT CO/CA/ 0.02% of their portfolio | 418.5k $23.4m | Reduced -5.0k |
| ZWJ INVESTMENT COUNSEL INC 0.84% of their portfolio | 403.0k $22.5m | Added +13.4k |
| STOREBRAND ASSET MANAGEMENT AS 0.07% of their portfolio | 401.7k $22.5m | Reduced -24.3k |
| ASSETMARK, INC 0.05% of their portfolio | 401.3k $22.4m | Added +12.0k |
| GREAT LAKES ADVISORS, LLC 0.18% of their portfolio | 383.1k $21.4m | Reduced -460.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.04% of their portfolio | 375.8k $21.0m | Reduced -141.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 372.9k $20.9m | Reduced -9.7k |
| Gotham Asset Management, LLC 0.12% of their portfolio | 363.6k $20.3m | Added +48.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 357.7k $20.0m | Reduced -2.5k |
| OLD NATIONAL BANCORP /IN/ 0.35% of their portfolio | 353.2k $19.8m | Added +67.9k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.08% of their portfolio | 345.3k $19.3m | Reduced -227.4k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% of their portfolio | 335.0k $18.7m | Added +175.6k |
| Quantinno Capital Management LP 0.08% of their portfolio | 333.0k $18.6m | Reduced -59.5k |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 332.6k $18.6m | Added +132.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 325.9k $18.2m | Added +31.9k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 324.8k $18.2m | Reduced -13.3k |
| MACKENZIE FINANCIAL CORP 0.02% of their portfolio | 316.7k $17.7m | Reduced -13.1k |
| HRT FINANCIAL LP 0.09% of their portfolio | 306.1k $17.1m | New |
| Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio | 302.1k $16.9m | Added +2.5k |
| KLP KAPITALFORVALTNING AS 0.07% of their portfolio | 299.7k $16.8m | Added +11.7k |
| WESTWOOD HOLDINGS GROUP INC 0.12% of their portfolio | 294.2k $16.5m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 290.3k $16.2m | Reduced -3.5k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 285.7k $16.0m | Added +7.5k |
| MARTINGALE ASSET MANAGEMENT L P 0.37% of their portfolio | 268.7k $15.0m | Added +193.2k |
| Applied Finance Capital Management, LLC 1.01% of their portfolio | 264.9k $14.8m | Reduced -5.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 262.2k $14.7m | Added +1.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 259.2k $14.5m | Added +35.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 249.1k $13.9m | Added +35 |
| Summit Global Investments 0.81% of their portfolio | 245.9k $13.8m | Added +15.0k |