§ FOOD PRODUCTS
USD · Food ProductsJBS
JBS NV-A
USDSector · Food ProductsBeta · 0.41
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
171 increased/new, 86 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 7.6 | P/B | 1.77 |
| EPS (TTM) | 1.57 | Dividend | 15.49% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BNDES Participacoes S.A. | 199.3M | 100.0% | ±0% |
| BlackRock, Inc. | 28.8M | 0.0% | +13% |
| Davis Selected Advisers | 26.2M | 2.2% | +121% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7.7M | 0.1% | +117% |
| AMERIPRISE FINANCIAL INC | 6.7M | n/a | −2% |
| DE Shaw | 6.4M | 0.1% | −11% |
◇ AC INTELLIGENCE
Top institutional owners for JBS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.1% · 0 holders
OTHER2.1% · 164 holders
PASSIVE / INDEX0.3% · 8 holders
DEALER / BANK0.2% · 27 holders
SYSTEMATIC / QUANT0.1% · 9 holders
QUALITY / COMPOUNDER0.1% · 21 holders
ACTIVIST0.0% · 1 holder
TACTICAL / MACRO0.0% · 7 holders
INCOME / DEFENSIVE0.0% · 15 holders
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for JBS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention JBS yet.