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T
TSN Tyson Foods
Consumer staples · Meat Products · NYSE
What changed
2 new risk paragraphs
1 accounting checks to look at
1 insider buys, 90 days
0 filings in 30 days
At a glance Smart money agrees Institutions Biggest moves Superinvestors 13D filings
Who owns TSN
Institutions that file 13Fs hold 73% of the shares 13F, quarter ending Jun 30, 2026
73.0%
873 holders, -23 from Mar 31, 2026
Shares they hold, quarter on quarter
+4.0%
100 new, 282 added, 340 cut, 123 sold out
Top 10 holders
50%
of the shares institutions hold
Superinvestors holding it Who ↓
4
Chris Davis, Yacktman, Tom Gayner and 1 more
Two kinds of filings agree
Smart money agrees 13F and Form 4
13F: Yacktman added +2%, Tweedy Browne new
in the quarter ending Sep 30, 2026.
Form 4: Schomburger Jeffrey K (President & CEO Elect) bought $1.0M
in the open market since 2026-07-01.
Institutional owners
The 25 biggest holders 13F data sets, SEC
Holder Shares Value % of company From Mar 31, 2026
BlackRock, Inc.
26.22M $1.5B
7.39%
Added +5.3%
VANGUARD CAPITAL MANAGEMENT LLC
18.43M $1.1B
5.19%
Added +0.6%
PZENA INVESTMENT MANAGEMENT LLC
17.02M $974.2M
4.79%
Reduced -0.8%
VANGUARD PORTFOLIO MANAGEMENT LLC
15.53M $889.0M
4.37%
Added +0.7%
STATE STREET CORP
14.66M $839.4M
4.13%
Added +2.4%
Davis Selected Advisers
12.65M $724.5M
3.56%
Reduced -3.3%
AQR CAPITAL MANAGEMENT LLC
8.20M $469.3M
2.31%
Reduced -18.0%
GEODE CAPITAL MANAGEMENT, LLC
7.72M $440.4M
2.18%
Added +1.4%
Invesco Ltd.
5.53M $316.4M
1.56%
Reduced -10.7%
NORTHERN TRUST CORP
4.81M $275.1M
1.35%
Reduced -6.3%
NORGES BANK
4.57M $261.8M
1.29%
New
GOLDMAN SACHS GROUP INC
4.49M $256.9M
1.26%
Reduced -9.4%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
4.40M $253.2M
1.24%
Added +23.8%
WELLINGTON MANAGEMENT GROUP LLP
4.31M $246.5M
1.21%
Reduced -24.1%
MORGAN STANLEY
3.94M $225.6M
1.11%
Added +15.6%
JANE STREET GROUP, LLC
3.30M $188.9M
0.93%
Added +123.4%
DIMENSIONAL FUND ADVISORS LP
2.88M $165.0M
0.81%
Added +2.3%
TWO SIGMA INVESTMENTS, LP
2.71M $155.4M
0.76%
Added +32.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
2.65M $151.8M
0.75%
Reduced -1.7%
CITADEL ADVISORS LLC
2.60M $148.8M
0.73%
Added +171.6%
YACKTMAN ASSET MANAGEMENT LP
2.58M $147.6M
0.73%
Added +2.5%
AMERIPRISE FINANCIAL INC
2.22M $127.2M
0.63%
Added +21.4%
Man Group plc
1.92M $110.1M
0.54%
Added +307.6%
BARCLAYS PLC
1.90M $108.9M
0.54%
Added +29.0%
JPMORGAN CHASE & CO
1.81M $106.3M
0.51%
Reduced -9.7%
Show the other 15 holders
This quarter
Who bought and who sold the most shares 13F, quarter on quarter
Bought the most shares
NORGES BANK +4.57M, new JANE STREET GROUP, LLC +1.82M CITADEL ADVISORS LLC +1.64M Man Group plc +1.45M BlackRock, Inc. +1.33M Qube Research & Technologies Ltd +1.24M Pacer Advisors, Inc. +1.17M MASSACHUSETTS FINANCIAL SERVICES CO /MA/ +847K LOS ANGELES CAPITAL MANAGEMENT LLC +829K TWO SIGMA INVESTMENTS, LP +658K
Sold the most shares
PRICE T ROWE ASSOCIATES INC /MD/ -2.57M MILLENNIUM MANAGEMENT LLC -2.29M AQR CAPITAL MANAGEMENT LLC -1.80M WELLINGTON MANAGEMENT GROUP LLP -1.37M DEUTSCHE BANK AG\ -1.06M Invesco Ltd. -660K WORLDQUANT MILLENNIUM ADVISORS LLC -607K Assenagon Asset Management S.A. -576K GOLDMAN SACHS GROUP INC -465K VAN ECK ASSOCIATES CORP -440K
Superinvestors
Superinvestors holding TSN Their latest 13F
Investor Quarter Shares Value % of portfolio Last quarter
Chris Davis Davis Selected Advisers
Jun 30, 2026 12.65M $724.5M
3.14%
Reduced -3.3%
Yacktman Yacktman Asset Management
Sep 30, 2026 2.62M $132.3M
1.58%
Added +1.6%
Tom Gayner Markel Group
Sep 30, 2026 914K $46.2M
0.39%
Held
Tweedy Browne Tweedy, Browne Co
Sep 30, 2026 39K $2.0M
0.16%
New
More than 5%
13D filings: owners who may push for change Schedule 13D, last year
Feb 13, 2026
13D/A
100.0%
of TSN's shares
Tyson Limited Partnership
· 72.74M shares
· event Feb 13, 2026
Item 4, purpose of the transaction: There 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.
Read the filing ↗
Sources SEC's Form 13F data sets, each quarter; Schedule 13D filings.
Also Investors : the portfolios of the superinvestors followed here. Insider trades : what the company's own people bought and sold.
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