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 ($151.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $64.05. Options: 20 managers hold calls ($128.0m notional), 21 hold puts ($100.4m).
Trends to Q1 2026
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 |
| Q1 2026 | 896 |
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 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 |
| Q1 2026 | 472 | 370 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $165.8m | $176.3m | 1.06 |
| Q3 2025 | $158.1m | $130.1m | 0.82 |
| Q4 2025 | $172.2m | $130.5m | 0.76 |
| Q1 2026 | $128.0m | $100.4m | 0.78 |
Biggest buyers
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | New | +3.6m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.9m |
| PZENA INVESTMENT MANAGEMENT LLC | Added | +1.8m |
| JANE STREET GROUP, LLC | Added | +1.3m |
| D. E. Shaw & Co., Inc. | Added | +881.4k |
| DEUTSCHE BANK AG\ | Added | +859.5k |
| JPMORGAN CHASE & CO | Added | +699.4k |
| BARCLAYS PLC | Added | +580.6k |
| AMERIPRISE FINANCIAL INC | Added | +562.6k |
| NORTHERN TRUST CORP | Added | +529.3k |
Biggest sellers
| Life Cycle Investment Partners Ltd | Reduced | -1.8m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -1.7m |
| TWO SIGMA ADVISERS, LP | Sold out | -1.5m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.5m |
| CITADEL ADVISORS LLC | Reduced | -1.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.0m |
| FMR LLC | Reduced | -656.4k |
| Capital Research Global Investors | Sold out | -577.7k |
| Point72 Asset Management, L.P. | Reduced | -545.1k |
| WORLDQUANT MILLENNIUM ADVISORS LLC | Reduced | -474.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $33.9m529.0k shares |
| JANE STREET GROUP, LLC | Added | $18.9m295.1k shares |
| D. E. Shaw & Co., Inc. | Reduced | $11.4m177.7k shares |
| GROUP ONE TRADING LLC | Reduced | $10.1m157.3k shares |
| Twin Tree Management, LP | New | $10.0m156.2k shares |
| UBS Group AG | Reduced | $8.3m128.9k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $8.1m126.6k shares |
| CITADEL ADVISORS LLC | Reduced | $7.0m109.2k shares |
| IMC-Chicago, LLC | Reduced | $5.4m84.9k shares |
| Squarepoint Ops LLC | Added | $3.1m48.0k shares |
Biggest puts
| UBS Group AG | Added | $19.4m302.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $17.5m273.1k shares |
| JANE STREET GROUP, LLC | Reduced | $12.7m197.9k shares |
| CITADEL ADVISORS LLC | Reduced | $11.4m177.8k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $10.9m170.8k shares |
| D. E. Shaw & Co., Inc. | Reduced | $5.8m89.9k shares |
| IMC-Chicago, LLC | Reduced | $5.3m82.7k shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $4.7m741 shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $2.9m45.3k shares |
| Squarepoint Ops LLC | Added | $2.5m38.4k 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 2026
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 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 | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.03% of their portfolio | 24.9m $1.6bn | Reduced -105.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 18.3m $1.2bn | First filing |
| PZENA INVESTMENT MANAGEMENT LLC 3.57% of their portfolio | 17.2m $1.1bn | Added +1.8m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.05% of their portfolio | 15.4m $987.8m | First filing |
| STATE STREET CORP 0.03% of their portfolio | 14.3m $917.4m | Added +378.5k |
| Davis Selected Advisers 3.85% of their portfolio | 13.1m $838.7m | Added +263.1k |
| AQR CAPITAL MANAGEMENT LLC 0.29% of their portfolio | 10.0m $639.8m | Added +1.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 7.6m $486.3m | Added +153.9k |
| Invesco Ltd. 0.04% of their portfolio | 6.2m $396.4m | Added +130.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 5.7m $363.4m | Reduced -399.7k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 5.1m $328.7m | Added +529.3k |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 5.0m $317.3m | Added +210.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 4.3m $273.9m | Reduced -1.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.08% of their portfolio | 3.6m $229.1m | New |
| MORGAN STANLEY 0.01% of their portfolio | 3.4m $218.3m | Added +121.3k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 2.8m $180.4m | Reduced -2.7k |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 2.7m $174.2m | Added +859.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 2.7m $172.9m | Added +13.2k |
| YACKTMAN ASSET MANAGEMENT LP 2.15% of their portfolio | 2.5m $161.1m | Added +25.5k |
| MILLENNIUM MANAGEMENT LLC 0.11% of their portfolio | 2.3m $147.1m | Reduced -1.5m |
| TWO SIGMA INVESTMENTS, LP 0.11% of their portfolio | 2.1m $131.7m | Added +432.1k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.0m $127.9m | Added +699.4k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 1.8m $117.2m | Added +562.6k |
| Russell Investments Group, Ltd. 0.12% of their portfolio | 1.7m $107.9m | Added +140.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.6m $103.2m | Added +243.1k |
| Legal & General Group Plc 0.02% of their portfolio | 1.6m $103.2m | Added +7.3k |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 1.6m $101.7m | First filing |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.6m $101.6m | Reduced -108.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.42% of their portfolio | 1.6m $99.8m | Reduced -55.4k |
| JANE STREET GROUP, LLC 0.10% of their portfolio | 1.5m $94.6m | Added +1.3m |
| BARCLAYS PLC 0.03% of their portfolio | 1.5m $94.5m | Added +580.6k |
| UBS Group AG 0.02% of their portfolio | 1.4m $87.0m | Added +67.3k |
| PANAGORA ASSET MANAGEMENT INC 0.32% of their portfolio | 1.3m $86.0m | Added +363.1k |
| Balyasny Asset Management L.P. 0.17% of their portfolio | 1.3m $84.1m | Reduced -212.2k |
| Quantinno Capital Management LP 0.14% of their portfolio | 1.3m $82.2m | Added +63.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.3m $81.3m | Reduced -452.4k |
| VAN ECK ASSOCIATES CORP 0.06% of their portfolio | 1.2m $79.0m | Added +439.5k |
| Amundi 0.02% of their portfolio | 1.2m $78.5m | Added +294.3k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.30% of their portfolio | 1.2m $76.9m | Reduced -474.9k |
| Life Cycle Investment Partners Ltd 0.42% of their portfolio | 1.0m $66.4m | Reduced -1.8m |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 984.5k $63.1m | Added +881.4k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 957.1k $61.3m | Reduced -1.4m |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 930.4k $59.6m | Reduced -249.0k |
| Ensign Peak Advisors, Inc 0.11% of their portfolio | 906.8k $58.1m | Reduced -10.8k |
| Assenagon Asset Management S.A. 0.09% of their portfolio | 892.8k $57.2m | Added +412.1k |
| Markel Group Inc. 0.48% of their portfolio | 889.5k $57.0m | Added +5.0k |
| Swiss National Bank 0.03% of their portfolio | 830.7k $53.2m | Added +47.9k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.91% of their portfolio | 803.1k $51.5m | Reduced -7.1k |
| Nuveen, LLC 0.01% of their portfolio | 751.7k $48.2m | Added +136.4k |
| Artisan Partners Limited Partnership 0.08% of their portfolio | 738.7k $47.3m | Reduced -53.8k |
| FMR LLC 0.00% of their portfolio | 737.8k $47.3m | Reduced -656.4k |
| Gotham Asset Management, LLC 0.14% of their portfolio | 691.9k $44.3m | Added +61.3k |
| Vanguard Global Advisers, LLC 0.02% of their portfolio | 654.3k $41.9m | First filing |
| California Public Employees Retirement System 0.03% of their portfolio | 651.6k $41.7m | Reduced -80.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 651.4k $41.7m | Added +41.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 643.8k $41.3m | Reduced -85.8k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 602.7k $38.6m | Reduced -4.1k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 596.9k $38.2m | Reduced -14.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.03% of their portfolio | 567.2k $36.3m | First filing |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 562.4k $36.0m | Reduced -140.9k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.66% of their portfolio | 562.2k $36.0m | Added +478.3k |
| STOREBRAND ASSET MANAGEMENT AS 0.10% of their portfolio | 534.5k $34.2m | Added +82.2k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.07% of their portfolio | 520.6k $33.4m | Reduced -257.9k |
| IEQ CAPITAL, LLC 0.15% of their portfolio | 501.8k $32.2m | Added +126.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 497.4k $31.9m | Reduced -46.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 493.5k $31.6m | Added +38.3k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 492.5k $31.6m | Reduced -115.2k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.46% of their portfolio | 488.2k $31.3m | Reduced -427 |
| HRT FINANCIAL LP 0.11% of their portfolio | 481.5k $30.8m | Added +170.6k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 479.3k $30.7m | Added +17.3k |
| CITIGROUP INC 0.02% of their portfolio | 473.3k $30.3m | Added +127.0k |
| Man Group plc 0.06% of their portfolio | 471.9k $30.2m | Added +170.7k |
| ZWJ INVESTMENT COUNSEL INC 1.07% of their portfolio | 462.4k $29.6m | Added +38.8k |
| Polaris Capital Management, LLC 2.37% of their portfolio | 451.3k $28.9m | Reduced -20.9k |
| STRS OHIO 0.11% of their portfolio | 432.6k $27.7m | Reduced -24.1k |
| ASSETMARK, INC 0.06% of their portfolio | 428.7k $27.5m | Reduced -1.3k |
| PRIMECAP MANAGEMENT CO/CA/ 0.02% of their portfolio | 415.0k $26.6m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 375.6k $24.1m | Added +78.2k |
| MATRIX ASSET ADVISORS INC/NY 2.20% of their portfolio | 375.2k $24.0m | Added +3.2k |
| SG Americas Securities, LLC 0.03% of their portfolio | 371.4k $23.8m | Reduced -145.5k |
| Mariner, LLC 0.03% of their portfolio | 363.0k $23.3m | Added +144.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 344.0k $22.0m | Reduced -12.7k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 341.0k $21.8m | Reduced -335.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 326.3k $20.9m | Reduced -13.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 325.3k $20.8m | Reduced -11.9k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 322.5k $20.7m | Added +268.5k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 314.7k $18.4m | Added +23.0k |
| Cerity Partners LLC 0.03% of their portfolio | 297.5k $19.1m | Added +49.2k |
| ING GROEP NV 0.12% of their portfolio | 296.4k $19.0m | Added +254.8k |
| MARTINGALE ASSET MANAGEMENT L P 0.47% of their portfolio | 290.5k $18.6m | Added +18.1k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 286.6k $18.4m | Added +6.2k |
| National Pension Service 0.01% of their portfolio | 279.6k $17.9m | Added +16.8k |
| AVIVA PLC 0.03% of their portfolio | 276.7k $17.7m | Added +48.3k |
| J. Goldman & Co LP 0.80% of their portfolio | 268.7k $17.2m | New |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 262.4k $16.8m | Reduced -545.1k |
| KLP KAPITALFORVALTNING AS 0.06% of their portfolio | 251.8k $16.1m | Unchanged |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 251.7k $16.1m | Reduced -3.9k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 247.9k $15.9m | Reduced -445 |
| Focus Partners Wealth 0.02% of their portfolio | 246.5k $15.8m | Added +20.3k |
| Goodman Financial Corp 2.59% of their portfolio | 235.6k $15.1m | Added +715 |