JBS N.V. JBS
CL A SHS · Common Stock · CUSIP N4732M103
- SectorConsumer staples
- IndustryMeat Packing Plants
- FilingsSEC EDGAR
* 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 ($1.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $14.60. Options: 10 managers hold calls ($93.6m notional), 5 hold puts ($1.1m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2023 | 1 |
| Q1 2024 | 0 |
| Q2 2024 | 1 |
| Q3 2024 | 0 |
| Q4 2024 | 0 |
| Q1 2025 | 0 |
| Q2 2025 | 169 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $0 | $0 | — |
| Q4 2024 | $0 | $0 | — |
| Q1 2025 | $0 | $0 | — |
| Q2 2025 | $93.6m | $1.1m | 0.01 |
Biggest buyers
| JPMORGAN CHASE & CO | New | +11.1m |
| MORGAN STANLEY | New | +7.6m |
| STATE STREET CORP | New | +5.8m |
| MILLENNIUM MANAGEMENT LLC | New | +4.5m |
| BANK OF AMERICA CORP /DE/ | New | +3.8m |
| VAN ECK ASSOCIATES CORP | New | +3.5m |
| Verition Fund Management LLC | New | +2.5m |
| Maple Rock Capital Partners Inc. | New | +2.2m |
| GEODE CAPITAL MANAGEMENT, LLC | New | +2.1m |
| Candlestick Capital Management LP | New | +2.0m |
Biggest sellers
| None |
Biggest calls
| TOMS Capital Investment Management LP | New | $43.8m3.0m shares |
| GOLDMAN SACHS GROUP INC | New | $43.4m3.0m shares |
| BANK OF AMERICA CORP /DE/ | New | $2.7m188.1k shares |
| MILLENNIUM MANAGEMENT LLC | New | $2.2m150.0k shares |
| Verition Fund Management LLC | New | $730.5k50.0k shares |
| CITADEL ADVISORS LLC | New | $438.3k30.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $248.4k17.0k shares |
| SIMPLEX TRADING, LLC | New | $64.0k4.4k shares |
| GROUP ONE TRADING LLC | New | $5.8k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 shares |
Biggest puts
| SIMPLEX TRADING, LLC | New | $423.0k29.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $298.0k20.4k shares |
| BANK OF AMERICA CORP /DE/ | New | $292.2k20.0k shares |
| GROUP ONE TRADING LLC | New | $48.2k3.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 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 |
|---|---|
| J&F S.A. 13G · exempt (held before listing) new · filed 2025-08-14 | 48.3% |
| BNDES Participacoes S.A. 13G · exempt (held before listing) new · filed 2025-08-14 | 24.8% |
| DAVIS SELECTED ADVISERS 13G · institution new · filed 2026-08-12 | 6.5% |
Fell to 5% or below in the last year: Capital Research Global Investors (4.4%, 2026-08-12)
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.
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.01% of their portfolio | 11.1m $162.0m | New |
| MORGAN STANLEY 0.01% of their portfolio | 7.6m $110.4m | New |
| STATE STREET CORP 0.00% of their portfolio | 5.8m $84.1m | New |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 4.5m $65.3m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.8m $55.7m | New |
| VAN ECK ASSOCIATES CORP 0.06% of their portfolio | 3.5m $50.7m | New |
| Verition Fund Management LLC 0.21% of their portfolio | 2.5m $36.2m | New |
| Maple Rock Capital Partners Inc. 1.62% of their portfolio | 2.2m $32.3m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.1m $31.1m | New |
| Candlestick Capital Management LP 0.98% of their portfolio | 2.0m $29.7m | New |
| DENDUR CAPITAL LP 2.66% of their portfolio | 1.9m $28.1m | New |
| BlackRock, Inc. 0.00% of their portfolio | 1.7m $25.3m | New |
| Hartree Partners, LP 6.33% of their portfolio | 1.5m $22.3m | New |
| Alberta Investment Management Corp 0.16% of their portfolio | 1.4m $20.2m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.4m $19.7m | New |
| Legal & General Group Plc 0.00% of their portfolio | 1.3m $19.5m | New |
| Loews Corp 0.16% of their portfolio | 1.3m $19.4m | New |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 1.2m $16.9m | New |
| Flat Footed LLC 3.49% of their portfolio | 888.4k $13.0m | New |
| Bayberry Capital Partners LP 4.16% of their portfolio | 862.8k $12.6m | New |
| VANGUARD GROUP INC 0.00% of their portfolio | 822.6k $12.0m | New |
| Ramirez Asset Management, Inc. 1.80% of their portfolio | 814.2k $11.9m | New |
| Nuveen, LLC 0.00% of their portfolio | 776.2k $11.3m | New |
| Sagil Capital LLP 5.13% of their portfolio | 652.6k $9.5m | New |
| BW Gestao de Investimentos Ltda. 0.83% of their portfolio | 602.0k $8.8m | New |
| MOORE CAPITAL MANAGEMENT, LP 0.17% of their portfolio | 570.5k $8.3m | New |
| Private Advisory Group LLC 0.77% of their portfolio | 563.6k $8.2m | New |
| Burkehill Global Management, LP 0.54% of their portfolio | 500.0k $7.3m | New |
| Rivermont Capital Management LP 2.22% of their portfolio | 476.2k $7.0m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 421.4k $6.2m | New |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 0.48% of their portfolio | 417.7k $6.1m | New |
| Woodline Partners LP 0.03% of their portfolio | 404.5k $5.9m | New |
| Journey Advisory Group, LLC 0.45% of their portfolio | 393.6k $5.7m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 375.8k $5.5m | New |
| Cinctive Capital Management LP 0.31% of their portfolio | 374.7k $5.5m | New |
| HRT FINANCIAL LP 0.03% of their portfolio | 364.7k $5.3m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 356.3k $5.2m | New |
| SG Americas Securities, LLC 0.02% of their portfolio | 351.9k $5.1m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 348.9k $5.1m | New |
| BTG Pactual Asset Management US LLC 0.67% of their portfolio | 340.3k $5.0m | New |
| CITIGROUP INC 0.00% of their portfolio | 340.1k $5.0m | New |
| Public Sector Pension Investment Board 0.02% of their portfolio | 329.0k $4.8m | New |
| COHEN & STEERS, INC. 0.01% of their portfolio | 323.1k $4.7m | New |
| NewEdge Wealth, LLC 0.07% of their portfolio | 302.9k $4.3m | New |
| Allianz Asset Management GmbH 0.01% of their portfolio | 279.3k $4.1m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 275.1k $4.0m | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.03% of their portfolio | 274.3k $4.0m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 268.4k $3.9m | New |
| BARDIN HILL MANAGEMENT PARTNERS LP 2.43% of their portfolio | 265.9k $3.9m | New |
| Vestcor Inc 0.12% of their portfolio | 265.8k $3.9m | New |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 258.0k $3.8m | New |
| OAKTREE CAPITAL MANAGEMENT LP 0.07% of their portfolio | 238.6k $3.5m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 228.4k $3.3m | New |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 227.8k $3.3m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 219.4k $3.2m | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 200.4k $2.9m | New |
| LAKEWOOD CAPITAL MANAGEMENT, LP 0.21% of their portfolio | 190.0k $2.8m | New |
| Itau Unibanco Holding S.A. 0.09% of their portfolio | 181.6k $2.3m | New |
| Steadtrust LLC 1.96% of their portfolio | 170.3k $2.5m | First filing |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 170.0k $2.5m | New |
| CWA Asset Management Group, LLC 0.10% of their portfolio | 165.7k $2.4m | New |
| Alpine Global Management, LLC 0.52% of their portfolio | 155.0k $2.3m | New |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% of their portfolio | 151.6k $2.2m | New |
| LEVIN CAPITAL STRATEGIES, L.P. 0.21% of their portfolio | 144.9k $2.1m | New |
| Capital Research Global Investors 0.00% of their portfolio | 144.5k $2.1m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 140.2k $2.0m | New |
| GOLDENTREE ASSET MANAGEMENT LP 0.19% of their portfolio | 135.7k $2.0m | New |
| Ovata Capital Management Ltd 0.38% of their portfolio | 120.4k $1.8m | New |
| Man Group plc 0.00% of their portfolio | 111.7k $1.6m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 108.9k $1.6m | New |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC 0.37% of their portfolio | 103.1k $1.5m | New |
| Advisors Asset Management, Inc. 0.03% of their portfolio | 100.1k $1.5m | New |
| Virtu Financial LLC 0.07% of their portfolio | 99.5k $1.5m | New |
| Police & Firemen's Retirement System of New Jersey 0.01% of their portfolio | 98.1k $1.4m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 97.1k $1.4m | New |
| MYDA Advisors LLC 0.39% of their portfolio | 95.0k $1.4m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 92.9k $1.4m | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 83.8k $1.2m | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio | 77.8k $1.1m | New |
| Walnut Level Capital LLC 0.88% of their portfolio | 75.0k $1.1m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 73.9k $1.1m | New |
| Creative Planning 0.00% of their portfolio | 73.8k $1.1m | New |
| Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio | 73.2k $1.1m | New |
| K2 PRINCIPAL FUND, L.P. 0.19% of their portfolio | 69.9k $1.0m | New |
| WINTON GROUP Ltd 0.05% of their portfolio | 62.7k $916.0k | New |
| Asset Management One Co., Ltd. 0.00% of their portfolio | 57.3k $837.2k | New |
| Dauntless Investment Group, LLC 3.71% of their portfolio | 57.0k $788.4k | Not comparable |
| NORTHERN TRUST CORP 0.00% of their portfolio | 56.5k $825.2k | New |
| Scientech Research LLC 0.20% of their portfolio | 55.9k $816.5k | New |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 53.9k $787.5k | New |
| Cerity Partners LLC 0.00% of their portfolio | 53.0k $774.5k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 52.6k $769.2k | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 48.8k $713.4k | New |
| Engineers Gate Manager LP 0.01% of their portfolio | 39.6k $578.6k | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 39.6k $578.1k | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 39.2k $572.4k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 38.9k $568.4k | New |
| DELTEC ASSET MANAGEMENT LLC 0.09% of their portfolio | 35.9k $524.5k | New |
| Greenland Capital Management LP 0.07% of their portfolio | 35.8k $522.5k | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 35.4k $527.7k | New |