- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 6 Feb 2026
- Managers listing it
- 35
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 14 listed it in both
- Shares listed
- 44,813,252
- combined, among listed positions
- Reported value
- $2.6bn
- combined, at the quarter end
Among the 92 comparable managers: 20 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,957,443.
Managers listing TSN in Q4 2025
35 of 35 holders
Largest increases and reductions, by shares
Increases
- Millennium Management LLCexisting position · 3,788,221 shares now+2,575,909
- Balyasny Asset Management LLCexisting position · 1,524,925 shares now+1,431,069
- AQR Capital Management LLCexisting position · 8,114,441 shares now+1,387,645
- Point72 Asset Management LPnew position · 807,484 shares now+807,484
- Squarepoint Ops LLCexisting position · 373,291 shares now+365,669
Reductions
- Fidelity (FMR LLC)existing position · 1,394,152 shares now-2,361,650
- Jane Street Group LLCexisting position · 194,005 shares now-1,044,001
- Renaissance Technologies LLCexisting position · 6,800 shares now-383,000
- Wellington Management Group LLPexisting position · 6,071,265 shares now-253,919
- Arrowstreet Capital LPexisting position · 1,761,781 shares now-200,052
New positions and exits
New (4)
Exited (3)
- Winton Group Ltdwas $5.7m
- Quantbot Technologies LPwas $2.8m
- Tudor Investment Corpwas $1.2m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 11 | $565m | n.a. | n.a. |
| Q3 2013 | 14 | $901m | n.a. | n.a. |
| Q4 2013 | 12 | $1.1bn | n.a. | n.a. |
| Q1 2014 | 9 | $1.1bn | n.a. | n.a. |
| Q2 2014 | 13 | $864m | n.a. | n.a. |
| Q3 2014 | 15 | $1.5bn | n.a. | n.a. |
| Q4 2014 | 17 | $1.2bn | n.a. | n.a. |
| Q1 2015 | 16 | $809m | n.a. | n.a. |
| Q2 2015 | 17 | $547m | n.a. | n.a. |
| Q3 2015 | 15 | $1.5bn | n.a. | n.a. |
| Q4 2015 | 14 | $2.4bn | n.a. | n.a. |
| Q1 2016 | 20 | $3.2bn | n.a. | n.a. |
| Q2 2016 | 16 | $2.9bn | n.a. | n.a. |
| Q3 2016 | 17 | $3.2bn | n.a. | n.a. |
| Q4 2016 | 20 | $3.0bn | n.a. | n.a. |
| Q1 2017 | 20 | $3.3bn | n.a. | n.a. |
| Q2 2017 | 20 | $3.8bn | n.a. | n.a. |
| Q3 2017 | 22 | $4.8bn | n.a. | n.a. |
| Q4 2017 | 19 | $5.5bn | n.a. | n.a. |
| Q1 2018 | 21 | $5.2bn | n.a. | n.a. |
| Q2 2018 | 21 | $4.9bn | n.a. | n.a. |
| Q3 2018 | 19 | $3.8bn | n.a. | n.a. |
| Q4 2018 | 20 | $3.3bn | n.a. | n.a. |
| Q1 2019 | 18 | $4.0bn | n.a. | n.a. |
| Q2 2019 | 17 | $4.6bn | n.a. | n.a. |
| Q3 2019 | 22 | $4.8bn | n.a. | n.a. |
| Q4 2019 | 26 | $4.7bn | n.a. | n.a. |
| Q1 2020 | 17 | $2.8bn | n.a. | n.a. |
| Q2 2020 | 12 | $2.4bn | n.a. | n.a. |
| Q3 2020 | 19 | $2.5bn | n.a. | n.a. |
| Q4 2020 | 20 | $2.3bn | n.a. | n.a. |
| Q1 2021 | 16 | $2.4bn | n.a. | n.a. |
| Q2 2021 | 13 | $2.1bn | n.a. | n.a. |
| Q3 2021 | 15 | $2.3bn | n.a. | n.a. |
| Q4 2021 | 12 | $2.2bn | n.a. | n.a. |
| Q1 2022 | 20 | $2.5bn | n.a. | n.a. |
| Q2 2022 | 15 | $2.2bn | n.a. | n.a. |
| Q3 2022 | 18 | $1.8bn | n.a. | n.a. |
| Q4 2022 | 22 | $1.8bn | n.a. | n.a. |
| Q1 2023 | 25 | $2.4bn | n.a. | n.a. |
| Q2 2023 | 18 | $2.0bn | n.a. | n.a. |
| Q3 2023 | 14 | $2.2bn | n.a. | n.a. |
| Q4 2023 | 19 | $2.9bn | 16 | 4 |
| Q1 2024 | 18 | $3.3bn | 12 | 7 |
| Q2 2024 | 16 | $2.8bn | 6 | 10 |
| Q3 2024 | 16 | $2.8bn | 8 | 8 |
| Q4 2024 | 15 | $1.7bn | 8 | 7 |
| Q1 2025 | 18 | $2.0bn | 9 | 8 |
| Q2 2025 | 14 | $1.8bn | 8 | 6 |
| Q3 2025 | 16 | $1.7bn | 12 | 3 |
| Q4 2025 | 15 | $2.3bn | 20 | 17 |
| Q1 2026 | 14 | $2.4bn | 18 | 20 |
| Q2 2026 | 14 | $1.5bn | 23 | 15 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
TSN and PM →TSN and KO →TSN and COST →Choose a stock to compare with TSN →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own TSN, latest filings →Back to the 13F Explorer →