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 ($149.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $58.56. Options: 27 managers hold calls ($172.2m notional), 25 hold puts ($130.5m).
Trends to Q4 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 |
| Q3 2025 | 811 |
| Q4 2025 | 857 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 379 | 349 |
| Q2 2024 | 359 | 370 |
| Q3 2024 | 396 | 343 |
| Q4 2024 | 402 | 368 |
| Q1 2025 | 446 | 349 |
| Q2 2025 | 421 | 403 |
| Q3 2025 | 418 | 379 |
| Q4 2025 | 413 | 389 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $218.2m | $212.2m | 0.97 |
| Q2 2025 | $165.8m | $176.3m | 1.06 |
| Q3 2025 | $158.1m | $130.1m | 0.82 |
| Q4 2025 | $172.2m | $130.5m | 0.76 |
Biggest buyers
| Davis Selected Advisers | Added | +2.9m |
| MILLENNIUM MANAGEMENT LLC | Added | +2.6m |
| PZENA INVESTMENT MANAGEMENT LLC | Added | +1.5m |
| Balyasny Asset Management L.P. | Added | +1.4m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.4m |
| GOLDMAN SACHS GROUP INC | Added | +1.0m |
| Point72 Asset Management, L.P. | New | +807.5k |
| HSBC HOLDINGS PLC | Added | +614.0k |
| DEUTSCHE BANK AG\ | Added | +466.2k |
| WORLDQUANT MILLENNIUM ADVISORS LLC | Added | +451.1k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -2.5m |
| FMR LLC | Reduced | -2.4m |
| Caisse de depot et placement du Quebec | Sold out | -1.7m |
| Pacer Advisors, Inc. | Reduced | -1.5m |
| Qube Research & Technologies Ltd | Reduced | -1.4m |
| BlackRock, Inc. | Reduced | -1.2m |
| JANE STREET GROUP, LLC | Reduced | -1.0m |
| UBS Group AG | Reduced | -831.7k |
| NFJ INVESTMENT GROUP, LLC | Sold out | -578.0k |
| Bank of New York Mellon Corp | Reduced | -489.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $37.3m635.7k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $18.4m313.1k shares |
| GROUP ONE TRADING LLC | Added | $15.4m263.1k shares |
| PEAK6 LLC | Added | $14.6m249.6k shares |
| CITADEL ADVISORS LLC | Reduced | $11.3m192.9k shares |
| IMC-Chicago, LLC | Added | $10.9m186.0k shares |
| JANE STREET GROUP, LLC | Added | $10.4m177.6k shares |
| MILLENNIUM MANAGEMENT LLC | New | $10.1m172.2k shares |
| UBS Group AG | Reduced | $9.0m153.2k shares |
| SIMPLEX TRADING, LLC | Added | $8.0m136.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $33.3m568.1k shares |
| CITADEL ADVISORS LLC | Reduced | $22.2m378.9k shares |
| JANE STREET GROUP, LLC | Added | $21.1m359.1k shares |
| UBS Group AG | Reduced | $14.9m254.5k shares |
| D. E. Shaw & Co., Inc. | Added | $9.5m161.9k shares |
| IMC-Chicago, LLC | Added | $7.9m134.1k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $5.4m91.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $2.9m48.7k shares |
| Walleye Trading LLC | Reduced | $2.5m43.3k shares |
| GOLDMAN SACHS GROUP INC | Unchanged | $2.2m36.7k 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 2 | $6.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-11-28 | TYSON JOHN H Chairman of the Board, director | Sold | $5.8m100.3k shares |
| 2025-11-25 | Calaway Curt Chief Financial Officer | Sold | $374.0k6.5k 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 36.5m $2.1bn | Added +46.9k |
| BlackRock, Inc. 0.02% of their portfolio | 25.0m $1.5bn | Reduced -1.2m |
| PZENA INVESTMENT MANAGEMENT LLC 2.69% of their portfolio | 15.3m $897.5m | Added +1.5m |
| STATE STREET CORP 0.03% of their portfolio | 13.9m $817.2m | Reduced -134.9k |
| Davis Selected Advisers 3.38% of their portfolio | 12.8m $752.0m | Added +2.9m |
| AQR CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 8.1m $475.7m | Added +1.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 7.5m $435.9m | Added +9.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 6.1m $355.9m | Reduced -253.9k |
| Invesco Ltd. 0.03% of their portfolio | 6.1m $355.0m | Added +83.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 5.3m $311.7m | Added +215.7k |
| NORGES BANK 0.03% of their portfolio | 5.3m $308.3m | Not comparable |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 4.7m $278.0m | Added +1.0m |
| NORTHERN TRUST CORP 0.03% of their portfolio | 4.6m $269.7m | Added +94.0k |
| MILLENNIUM MANAGEMENT LLC 0.16% of their portfolio | 3.8m $222.1m | Added +2.6m |
| MORGAN STANLEY 0.01% of their portfolio | 3.3m $192.6m | Reduced -57.0k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.8m $165.3m | Reduced -13.1k |
| Life Cycle Investment Partners Ltd 1.16% of their portfolio | 2.8m $165.2m | First filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 2.7m $157.4m | Added +66.4k |
| YACKTMAN ASSET MANAGEMENT LP 2.04% of their portfolio | 2.5m $145.9m | Reduced -59.2k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 2.4m $139.0m | Added +143.4k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 1.9m $109.0m | Added +466.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 1.8m $103.3m | Reduced -200.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.7m $100.9m | Added +320.0k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.7m $99.3m | Reduced -489.9k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.38% of their portfolio | 1.7m $98.2m | Added +451.1k |
| TWO SIGMA INVESTMENTS, LP 0.14% of their portfolio | 1.6m $95.2m | Added +250.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.37% of their portfolio | 1.6m $94.6m | Reduced -324.5k |
| Legal & General Group Plc 0.02% of their portfolio | 1.6m $94.0m | Reduced -43.3k |
| TWO SIGMA ADVISERS, LP 0.18% of their portfolio | 1.5m $90.6m | Added +353.7k |
| Russell Investments Group, Ltd. 0.10% of their portfolio | 1.5m $90.5m | Reduced -164.3k |
| Balyasny Asset Management L.P. 0.17% of their portfolio | 1.5m $89.4m | Added +1.4m |
| FMR LLC 0.00% of their portfolio | 1.4m $81.7m | Reduced -2.4m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.4m $80.2m | Reduced -75.8k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.3m $76.6m | Reduced -2.5m |
| UBS Group AG 0.01% of their portfolio | 1.3m $75.6m | Reduced -831.7k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.3m $74.3m | Reduced -185.8k |
| Quantinno Capital Management LP 0.14% of their portfolio | 1.2m $71.4m | Added +104.4k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 1.2m $69.2m | Added +614.0k |
| PANAGORA ASSET MANAGEMENT INC 0.20% of their portfolio | 979.9k $57.4m | Added +401.0k |
| Amundi 0.01% of their portfolio | 931.5k $54.6m | Reduced -124.1k |
| Ensign Peak Advisors, Inc 0.10% of their portfolio | 917.6k $53.8m | Reduced -245.1k |
| BARCLAYS PLC 0.02% of their portfolio | 893.8k $52.4m | Added +82.3k |
| Markel Group Inc. 0.41% of their portfolio | 884.5k $51.8m | Added +36.0k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.80% of their portfolio | 810.3k $47.5m | Reduced -117.3k |
| Point72 Asset Management, L.P. 0.07% of their portfolio | 807.5k $47.3m | New |
| VAN ECK ASSOCIATES CORP 0.04% of their portfolio | 793.1k $46.5m | Reduced -423.4k |
| Artisan Partners Limited Partnership 0.07% of their portfolio | 792.5k $46.5m | Reduced -147.0k |
| Swiss National Bank 0.03% of their portfolio | 782.8k $45.9m | Reduced -42.0k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.10% of their portfolio | 778.5k $45.6m | Added +40.9k |
| Brandywine Global Investment Management, LLC 0.30% of their portfolio | 757.6k $44.4m | Reduced -5.8k |
| California Public Employees Retirement System 0.02% of their portfolio | 732.0k $42.9m | Reduced -147.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 729.6k $42.8m | Reduced -15.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 703.2k $41.2m | Added +199.1k |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 676.9k $39.7m | Reduced -1.4m |
| Gotham Asset Management, LLC 0.13% of their portfolio | 630.5k $37.0m | Added +113.6k |
| Nuveen, LLC 0.01% of their portfolio | 615.3k $36.1m | Reduced -34.9k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 611.2k $35.8m | Reduced -128.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 610.0k $35.4m | Added +14.9k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 607.7k $35.6m | Added +49.9k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 606.8k $35.6m | Reduced -21.5k |
| Capital Research Global Investors 0.01% of their portfolio | 577.7k $33.9m | Unchanged |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 543.9k $31.9m | Reduced -76.8k |
| SG Americas Securities, LLC 0.04% of their portfolio | 517.0k $30.3m | Added +439.1k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.42% of their portfolio | 488.6k $28.6m | Added +55.1k |
| Assenagon Asset Management S.A. 0.04% of their portfolio | 480.7k $28.2m | Added +207.1k |
| Polaris Capital Management, LLC 2.30% of their portfolio | 472.2k $27.7m | Reduced -71.0k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 462.0k $27.1m | Added +48.6k |
| STRS OHIO 0.10% of their portfolio | 456.7k $26.8m | Reduced -172.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 455.2k $26.7m | Added +103.9k |
| STOREBRAND ASSET MANAGEMENT AS 0.07% of their portfolio | 452.3k $26.5m | Added +48.4k |
| ASSETMARK, INC 0.05% of their portfolio | 429.9k $25.2m | Added +13.2k |
| ZWJ INVESTMENT COUNSEL INC 0.90% of their portfolio | 423.7k $24.8m | Added +575 |
| PRIMECAP MANAGEMENT CO/CA/ 0.02% of their portfolio | 415.0k $24.3m | Reduced -16.5k |
| Corient Private Wealth LP 0.01% of their portfolio | 410.8k $14.2m | Added +340.3k |
| OFI INVEST ASSET MANAGEMENT 0.28% of their portfolio | 390.0k $19.5m | New |
| IEQ CAPITAL, LLC 0.07% of their portfolio | 375.1k $22.0m | Added +113.3k |
| Squarepoint Ops LLC 0.04% of their portfolio | 373.3k $21.9m | Added +365.7k |
| MATRIX ASSET ADVISORS INC/NY 1.96% of their portfolio | 372.0k $21.8m | Added +9.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 356.6k $20.9m | Added +1.7k |
| CITIGROUP INC 0.01% of their portfolio | 346.3k $20.3m | Reduced -73.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 340.1k $19.9m | Reduced -4.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 337.2k $19.9m | Reduced -17.1k |
| HRT FINANCIAL LP 0.07% of their portfolio | 310.9k $18.2m | Reduced -10.8k |
| Man Group plc 0.03% of their portfolio | 301.2k $17.7m | Added +106.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 297.4k $17.4m | Reduced -26.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 291.8k $17.1m | Added +104.3k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 291.7k $17.1m | Reduced -10.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 288.5k $16.9m | Added +42.2k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 280.4k $16.4m | Added +28.3k |
| MARTINGALE ASSET MANAGEMENT L P 0.41% of their portfolio | 272.4k $16.0m | Reduced -899 |
| Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio | 266.7k $15.6m | Reduced -14.2k |
| National Pension Service 0.01% of their portfolio | 262.8k $15.4m | Added +52.5k |
| CSM Advisors, LLC 0.41% of their portfolio | 257.0k $15.1m | Added +20.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 255.6k $15.0m | Reduced -4.6k |
| KLP KAPITALFORVALTNING AS 0.06% of their portfolio | 251.8k $14.8m | Reduced -54.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 248.4k $14.6m | Reduced -24.9k |
| Cerity Partners LLC 0.02% of their portfolio | 248.3k $14.6m | Added +126.0k |
| Applied Finance Capital Management, LLC 1.03% of their portfolio | 246.1k $14.4m | Reduced -12.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 244.3k $14.3m | Added +72.1k |
| Goodman Financial Corp 2.61% of their portfolio | 234.9k $13.8m | Added +1.6k |