Smithfield Foods Inc (SFD) shareholders
SFDNasdaqMeat Packing PlantsFiscal year ends January 3
Financials through Q3 FY2026, quarter ended Sep 27, 2026Last filing: 10-Q on Oct 27, 2026Score 19/3055% below fair value
$19.19+0.21 (+1.11%)
Close on Nov 13, 2026Market cap $7.56BP/E 8.4Yield 5.21%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
13.8%
54M of 394M shares
Institutional holders
283
83 new, 42 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $4.40M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| WH Group Limited | 342,036,069 | 87.00% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SFD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Lsv Asset Management | 7,114,029 | 1.81% | $172.59M | +4,827,413 | 0.31% |
| Two Sigma Investments, LP | 4,238,865 | 1.08% | $102.83M | +21,935 | 0.07% |
| Aqr Capital Management LLC | 4,112,981 | 1.04% | $99.78M | +2,996,668 | 0.03% |
| FMR LLC | 2,906,527 | 0.74% | $70.51M | −39,381 | 0.00% |
| Goldman Sachs Group Inc | 2,277,419 | 0.58% | $55.25M | +1,853,497 | 0.00% |
| Dimensional Fund Advisors LP | 1,689,196 | 0.43% | $40.99M | +1,318,065 | 0.01% |
| Assenagon Asset Management S.A. | 1,564,296 | 0.40% | $37.95M | New | 0.02% |
| BlackRock, Inc. | 1,366,224 | 0.35% | $33.14M | −476,426 | 0.00% |
| Qube Research & Technologies Ltd | 1,243,534 | 0.32% | $30.17M | −67,654 | 0.03% |
| UBS Group AG | 1,173,238 | 0.30% | $28.46M | +148,943 | 0.00% |
| Fourth Sail Capital LP | 1,067,579 | 0.27% | $25.90M | −48,586 | 3.92% |
| Gotham Asset Management, LLC | 1,042,592 | 0.26% | $25.29M | +19,923 | 0.06% |
| Millennium Management LLC | 926,610 | 0.24% | $22.48M | −170,636 | 0.01% |
| Jacobs Levy Equity Management, Inc | 836,446 | 0.21% | $20.29M | −625,700 | 0.07% |
| Cohen & Steers, Inc. | 820,351 | 0.21% | $19.90M | +41,493 | 0.03% |
| Bank Of America Corp /De/ | 818,432 | 0.21% | $19.86M | +11,321 | 0.00% |
| Morgan Stanley | 805,391 | 0.20% | $19.54M | −1,592,924 | 0.00% |
| State Street Corp | 765,353 | 0.19% | $18.57M | +44,462 | 0.00% |
| Renaissance Technologies LLC | 733,300 | 0.19% | $17.79M | +408,800 | 0.02% |
| Bank of New York Mellon Corp | 677,841 | 0.17% | $16.44M | +398,314 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 283 | 54M | 13.8% | 83 / 106 | 71 / 42 | 20M | 12M |
| Q1 2026 | 244 | 47M | 11.9% | 73 / 90 | 63 / 27 | 15M | 16M |
| Q4 2025 | 202 | 48M | 12.2% | 38 / 76 | 71 / 38 | 12M | 11M |
| Q3 2025 | 204 | 47M | 12.0% | 70 / 99 | 20 / 16 | 26M | 5M |
| Q2 2025 | 150 | 26M | 6.6% | 59 / 41 | 37 / 29 | 9M | 10M |
| Q1 2025 | 122 | 28M | 7.0% | 122 / 0 | 0 / 0 | 28M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
230 funds held SFD in Q2 2026, 23% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of SFD | Value | % of fund | As of |
|---|---|---|---|---|---|
| U.S. Targeted Value Portfolio | 594,880 | 0.15% | $15.49M | 0.09% | Jul 31, 2026 |
| Bridge Builder Large Cap Value Fund | 574,900 | 0.15% | $13.95M | 0.05% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 525,690 | 0.13% | $13.69M | 0.09% | Jul 31, 2026 |
| Nomura Growth and Income Fund | 433,744 | 0.11% | $10.52M | 0.44% | Jun 30, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 394,630 | 0.10% | $10.19M | 0.01% | May 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 386,900 | 0.10% | $9.99M | 0.00% | May 31, 2026 |
| First Trust Consumer Staples AlphaDEX Fund | 384,517 | 0.10% | $10.01M | 4.37% | Jul 31, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 354,483 | 0.09% | $8.60M | 0.08% | Jun 30, 2026 |
| Cohen & Steers Real Assets Fund, Inc. | 342,672 | 0.09% | $8.31M | 0.44% | Jun 30, 2026 |
| AQR Long-Short Equity Fund | 326,033 | 0.08% | $7.91M | 0.10% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 241,724 | 0.06% | $6.24M | 0.02% | May 31, 2026 |
| LSV Value Equity Fund | 223,000 | 0.06% | $5.81M | 0.47% | Jul 31, 2026 |
| Nuveen Quant Small/Mid Cap Equity Fund | 218,540 | 0.06% | $5.69M | 0.21% | Jul 31, 2026 |
| iShares Russell Mid-Cap ETF | 200,643 | 0.05% | $4.87M | 0.01% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 196,610 | 0.05% | $4.77M | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Charles Shane Smith | President & CEO, Director | 114,431 | 0.03% | Jun 9, 2026 |
| Steven France | President, Packaged Meats | 145,429 | 0.04% | Jun 16, 2026 |
| Mark L. Hall | Chief Financial Officer | 213,304 | 0.05% | Jun 11, 2026 |
| Doug Sutton | Chief Manufacturing Officer | 136,523 | 0.03% | Jun 9, 2026 |
| Kraig A. Westerbeek | President, Hog Production | 47,095 | 0.01% | Jun 9, 2026 |
| Tennille J. Checkovich | Chief Legal Officer | 11,292 | 0.00% | Jun 9, 2026 |
| Keller D. Watts | Chief Business Officer | 145,619 | 0.04% | Jun 9, 2026 |
| Donovan Owens | President, North America Pork | 152,478 | 0.04% | Jun 9, 2026 |
| Isham Jay Bennett | Chief Human Resources Officer | 13,008 | 0.00% | Jun 9, 2026 |
| Robert Allen Brobst JR | Chief Accounting Officer | 10,778 | 0.00% | Jun 9, 2026 |
| Raymond A. Starling | Director | 11,955 | 0.00% | Jun 16, 2026 |
| Hank Shenghua He | Director | 149,724 | 0.04% | Jun 9, 2026 |
| Marie T. Gallagher | Director | 15,915 | 0.00% | Jun 3, 2026 |
| John Quelch | Director | 15,915 | 0.00% | Jun 3, 2026 |
| Long Wan | Director | 5,060,000 | 1.28% | Sep 9, 2025 |
| Xiaoming Zhou | Director | 54,000 | 0.01% | Jan 30, 2025 |
| Hongwei Wan | Director | 36,000 | 0.01% | Jan 30, 2025 |
| Lijun Guo | Director | 60,000 | 0.02% | Jan 30, 2025 |
| Group Ltd WH | 10% owner | 342,036,069 | 86.86% | Sep 8, 2025 |
| Group Ltd/ADR WH | 10% owner | 364,497,521 | 92.56% | Apr 8, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Steven France President, Packaged Meats | Jun 16, 2026 | Sale | −82,825 | $26.82 | $2.22M | 145,429 |
| Steven France President, Packaged Meats | Jun 12, 2026 | Option exercise | +82,825 | $23.76 | $1.97M | 228,254 |
| Raymond A. Starling Director | Jun 12, 2026 | Sale | −3,960 | $26.78 | $106.05K | 11,955 |
| Mark L. Hall Chief Financial Officer | Jun 9, 2026 | Option exercise | +78,579 | $20.00 | $1.57M | 213,304 |
| Mark L. Hall Chief Financial Officer | Jun 9, 2026 | Sale | −78,579 | $26.36 | $2.07M | 134,725 |
| John Quelch Director | Jun 2, 2026 | Award | +6,915 | – | – | 15,915 |
| Raymond A. Starling Director | Jun 2, 2026 | Award | +6,915 | – | – | 15,915 |
| Marie T. Gallagher Director | Jun 2, 2026 | Award | +6,915 | – | – | 15,915 |
| Doug Sutton Chief Manufacturing Officer | Mar 10, 2026 | Tax withholding | −10,684 | $23.76 | $253.85K | 136,523 |
| Doug Sutton Chief Manufacturing Officer | Mar 10, 2026 | Award | +81,446 | – | – | 147,207 |
| Isham Jay Bennett Chief Human Resources Officer | Mar 10, 2026 | Award | +14,672 | – | – | 27,680 |
| Isham Jay Bennett Chief Human Resources Officer | Mar 10, 2026 | Tax withholding | −1,632 | $23.76 | $38.78K | 26,048 |
| Hank Shenghua He Director | Mar 10, 2026 | Tax withholding | −11,780 | $23.76 | $279.89K | 149,724 |
| Hank Shenghua He Director | Mar 10, 2026 | Award | +78,353 | – | – | 161,504 |
| Steven France President, Packaged Meats | Mar 10, 2026 | Tax withholding | −14,028 | $23.76 | $333.31K | 145,429 |
| Steven France President, Packaged Meats | Mar 10, 2026 | Award | +93,305 | – | – | 159,457 |
| Kraig A. Westerbeek President, Hog Production | Mar 10, 2026 | Tax withholding | −5,000 | $23.76 | $118.80K | 47,095 |
| Kraig A. Westerbeek President, Hog Production | Mar 10, 2026 | Award | +34,319 | – | – | 52,095 |
| Keller D. Watts Chief Business Officer | Mar 10, 2026 | Tax withholding | −10,684 | $23.76 | $253.85K | 145,619 |
| Donovan Owens President, North America Pork | Mar 10, 2026 | Award | +78,637 | – | – | 152,478 |
| Donovan Owens President, North America Pork | Mar 10, 2026 | Tax withholding | −10,315 | $23.76 | $245.08K | 142,163 |
| Tennille J. Checkovich Chief Legal Officer | Mar 10, 2026 | Tax withholding | −1,072 | $23.76 | $25.47K | 20,896 |
| Tennille J. Checkovich Chief Legal Officer | Mar 10, 2026 | Award | +10,676 | – | – | 21,968 |
| Charles Shane Smith President & CEO, Director | Mar 10, 2026 | Award | +146,190 | – | – | 260,621 |
| Charles Shane Smith President & CEO, Director | Mar 10, 2026 | Tax withholding | −21,978 | $23.76 | $522.20K | 238,643 |
| Mark L. Hall Chief Financial Officer | Mar 10, 2026 | Tax withholding | −11,780 | $23.76 | $279.89K | 134,725 |
| Mark L. Hall Chief Financial Officer | Mar 10, 2026 | Award | +78,353 | – | – | 146,505 |
| Charles Shane Smith President & CEO, Director | Mar 10, 2026 | Award | +146,190 | – | – | 266,190 |
| Steven France President, Packaged Meats | Mar 10, 2026 | Award | +93,305 | – | – | 163,305 |
| Keller D. Watts Chief Business Officer | Mar 10, 2026 | Award | +81,446 | – | – | 156,303 |
| Kraig A. Westerbeek President, Hog Production | Mar 10, 2026 | Award | +34,319 | – | – | 53,319 |
| Mark L. Hall Chief Financial Officer | Mar 10, 2026 | Award | +78,353 | – | – | 150,353 |
| Hank Shenghua He Director | Mar 10, 2026 | Award | +78,353 | – | – | 165,353 |
| Doug Sutton Chief Manufacturing Officer | Mar 10, 2026 | Award | +81,446 | – | – | 150,366 |
| Tennille J. Checkovich Chief Legal Officer | Mar 10, 2026 | Award | +10,676 | – | – | 22,676 |
| Isham Jay Bennett Chief Human Resources Officer | Mar 10, 2026 | Award | +14,672 | – | – | 28,672 |
| Donovan Owens President, North America Pork | Mar 10, 2026 | Award | +78,637 | – | – | 155,637 |
| Charles Shane Smith President & CEO, Director | Jan 28, 2026 | Tax withholding | −5,569 | $23.65 | $131.71K | 114,431 |
| Steven France President, Packaged Meats | Jan 28, 2026 | Tax withholding | −3,848 | $23.65 | $91.01K | 66,152 |
| Isham Jay Bennett Chief Human Resources Officer | Jan 28, 2026 | Tax withholding | −992 | $23.65 | $23.46K | 13,008 |
| Robert Allen Brobst JR Chief Accounting Officer | Jan 28, 2026 | Tax withholding | −822 | $23.65 | $19.44K | 10,778 |
| Kraig A. Westerbeek President, Hog Production | Jan 28, 2026 | Tax withholding | −1,224 | $23.65 | $28.95K | 17,776 |
| Tennille J. Checkovich Chief Legal Officer | Jan 28, 2026 | Tax withholding | −708 | $23.65 | $16.74K | 11,292 |
| Doug Sutton Chief Manufacturing Officer | Jan 28, 2026 | Tax withholding | −3,159 | $23.65 | $74.71K | 65,761 |
| Hank Shenghua He Director | Jan 28, 2026 | Tax withholding | −3,849 | $23.65 | $91.03K | 83,151 |
| Donovan Owens President, North America Pork | Jan 28, 2026 | Tax withholding | −3,159 | $23.65 | $74.71K | 73,841 |
| Mark L. Hall Chief Financial Officer | Jan 28, 2026 | Tax withholding | −3,848 | $23.65 | $91.01K | 68,152 |
| Doug Sutton Chief Manufacturing Officer | Sep 8, 2025 | Buy | +3,920 | $23.25 | $91.14K | 68,920 |
| Long Wan Director | Sep 8, 2025 | Buy | +1,800,000 | $23.25 | $41.85M | 5,060,000 |
| Mark L. Hall Chief Financial Officer | Sep 8, 2025 | Buy | +2,000 | $23.25 | $46.50K | 72,000 |
| Hank Shenghua He Director | Sep 8, 2025 | Buy | +10,000 | $23.25 | $232.50K | 87,000 |
| Keller D. Watts Chief Business Officer | Sep 8, 2025 | Buy | +3,833 | $23.25 | $89.12K | 74,857 |
| Donovan Owens President, U.S. Fresh Pork | Sep 8, 2025 | Buy | +12,000 | $23.25 | $279.00K | 77,000 |
| Steven France President, Packaged Meats | Sep 8, 2025 | Buy | +2,500 | $23.25 | $58.13K | 70,000 |
| Group Ltd WH 10% owner | Sep 8, 2025 | Sale | −22,461,452 | $23.25 | $522.23M | 342,036,069 |
| Keller D. Watts Chief Business Officer | Jun 12, 2025 | Buy | +4,291 | $23.62 | $101.35K | 71,024 |
| Group Ltd/ADR WH 10% owner | Apr 8, 2025 | Other | −21,296 | – | – | 0 |
| Group Ltd/ADR WH 10% owner | Feb 20, 2025 | Sale | −2,506,936 | $20.00 | $50.14M | 364,518,817 |
| Hank Shenghua He Director | Jan 29, 2025 | Buy | +17,000 | $20.00 | $340.00K | 77,000 |
| Hank Shenghua He Director | Jan 29, 2025 | Award | +60,000 | – | – | 60,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
1.43%
6M shares short
Days to cover
2.6
At 2M shares a day
Change since last report
-4.2%
From 6M shares
Short volume, 20 days
61.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Smithfield Foods's stock actually held short. Settlement fails (shares not delivered on time) peaked at 5,969 shares on Aug 26, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Steven France Officer | Jun 12, 2026 | 82,825 | $2.22M | Jun 12, 2026 | Stock Option Exercise |
| Raymond A. Starling Director | Jun 12, 2026 | 3,960 | $106.03K | Jun 12, 2026 | Restricted Stock |
| Mark L. Hall Officer | Jun 9, 2026 | 78,579 | $2.07M | Jun 9, 2026 | Stock Option Exercise |
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