§ FOOD PRODUCTS
USD · Food ProductsSFD
SMITHFIELD FOODS INC
USDSector · Food ProductsBeta · 0.09
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
192 increased/new, 74 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 9.6 | P/B | 1.31 |
| EPS (TTM) | 2.56 | Dividend | 4.53% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 4.2M | 0.1% | +201% |
| Fidelity Management | 2.9M | 0.0% | +7% |
| Morgan Stanley | 2.4M | 0.0% | n/a |
| BlackRock, Inc. | 1.8M | 0.0% | +53% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.5M | 0.2% | −6% |
| Qube Research & Technologies Ltd | 1.3M | 0.0% | −1% |
◇ AC INTELLIGENCE
Top institutional owners for SFD 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
OTHER99.5% · 0 holders
OTHER0.3% · 183 holders
DEALER / BANK0.1% · 21 holders
QUALITY / COMPOUNDER0.1% · 12 holders
PASSIVE / INDEX0.0% · 9 holders
INCOME / DEFENSIVE0.0% · 8 holders
TACTICAL / MACRO0.0% · 5 holders
SYSTEMATIC / QUANT0.0% · 10 holders
ACTIVIST0.0% · 1 holder
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 SFD in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SFD yet.