SFD Insider Trading

Smithfield Foods, Inc. (SFD) operates in the Consumer Defensive sector, specifically the Packaged Foods industry, with a market capitalization near $7.21B, listed on NASDAQ, employing roughly 34,000 people, carrying a beta of -0.48 to the broader market. Smithfield Foods, Inc. Led by Charles Shane Smith, public since 2025-01-28.

In the last 12 months, Smithfield Foods, Inc. insiders made 0 buy transactions and 3 sale transactions.

DateNameTypeSharesPriceValue
Jun 16, 2026Starling Raymond AS-Sale3,960$26.77$106.0K
Jun 16, 2026France StevenM-Exempt82,825$23.76$2.0M
Jun 16, 2026France StevenM-Exempt82,825$23.76$2.0M
Jun 16, 2026France StevenS-Sale82,825$26.82$2.2M
Jun 11, 2026Hall Mark L.M-Exempt78,579$20.00$1.6M
Jun 11, 2026Hall Mark L.M-Exempt78,579$20.00$1.6M
Jun 11, 2026Hall Mark L.S-Sale78,579$26.36$2.1M
Jun 9, 2026Watts Keller D.F-InKind10,684$23.76$253.9K
Jun 9, 2026Westerbeek Kraig A.A-Award34,319$0.00$0
Jun 9, 2026Westerbeek Kraig A.F-InKind5,000$23.76$118.8K

SFD Insider Activity by Quarter

Reported Form 4 and Form 5 lines under SFD's own SEC company ID, by transaction date, back to Q4 2024. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter. Earlier quarters are not shown: the filings read reach back to Feb 19, 2008, and a quarter counts only when every filing for it was read.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A0N/A0
Q3 20260N/A0N/A0
Q2 20260N/A3$4.4M4
Q1 20260N/A0N/A49
Q4 20250N/A0N/A0
Q3 20257$42.6M1$522.2M0
Q2 20251$101.4K0N/A1
Q1 202510$65.7M2$311.0M33
Q4 20240N/A0N/A0

SFD Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 283 institutions reported holding 54,320,099 SFD shares, valued at $1.32B as reported, 13.4% of its market cap (market cap of Jun 26, 2026). That is +39 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 75 opened a position, 40 closed one, 106 added and 71 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
LSV ASSET MANAGEMENT7,114,029$172.6M+4,827,413
TWO SIGMA INVESTMENTS, LP4,238,865$102.8M+21,935
AQR CAPITAL MANAGEMENT LLC4,112,981$99.8M+2,996,668
FMR LLC2,906,527$70.5M-39,381
GOLDMAN SACHS GROUP INC2,277,419$55.3M+1,853,497
DIMENSIONAL FUND ADVISORS LP1,689,196$41.0M+1,318,065
Assenagon Asset Management S.A.1,564,296$37.9MNew
BlackRock, Inc.1,366,224$33.1M-476,426
Qube Research & Technologies Ltd1,243,534$30.2M-67,654
UBS Group AG1,173,238$28.5M+148,943

By Quarter

QuarterInstitutionsSharesValue
Q2 202628354,320,099$1.32B
Q1 202624446,874,030$1.31B
Q4 202520247,859,274$1.07B
Q3 202520447,308,437$1.13B
Q2 202514926,157,863$615.4M
Q1 202511925,851,106$527.1M

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding SFD

FundWeight of SFDShares (as reported)Value (as reported)Source updated
DFAT Dimensional - US Targeted Value ETF0.08%1,266,222$23.8MOct 8, 2026
DFSV U.S. Small Cap Value Portfolio ETF Class Shares0.06%835,916$15.7MOct 8, 2026
GCSH Guggenheim Funds Trust - Guggenheim Ultra Short Income ETF0.11%660,000$12.3MOct 8, 2026
FXG First Trust Consumer Staples AlphaDEX Fund4.03%441,950$8.2MOct 8, 2026
FNDA Schwab Fundamental U.S. Small Company Index ETF0.06%301,691$5.7MOct 7, 2026
SCHA Schwab U.S. Small-Cap ETF0.02%250,867$4.6MOct 8, 2026
CALF Pacer US Small Cap Cash Cows ETF0.11%214,843$4.0MOct 8, 2026
DFAC Dimensional - US Core Equity 2 ETF0.00%188,098$3.5MOct 8, 2026
IWR iShares Russell Mid-Cap ETF0.01%188,331$3.5MOct 8, 2026
AUSF Global X - Adaptive U.S. Factor ETF0.37%169,418$3.2MOct 7, 2026
EZM WisdomTree U.S. MidCap Fund0.34%165,263$3.1MOct 7, 2026
CSNR Cohen & Steers Natural Resources Active ETF2.41%157,220$3.0MOct 8, 2026
SCHM Schwab U.S. Mid-Cap ETF0.02%140,636$2.6MOct 7, 2026
PBJ Invesco Food & Beverage ETF2.41%134,306$2.5MOct 8, 2026
FPX First Trust US Equity Opportunities ETF0.16%125,728$2.3MOct 8, 2026

From each fund's latest holdings file on record that shows SFD's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as SFD's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for SFD reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is SFD's share of that fund.

How to Read SFD Insider Activity

Net insider sentiment skews to the sell side over the trailing twelve months: 3 sales versus 0 buys. Insider sales carry less informational weight than buys because they are often driven by liquidity, tax planning, or pre-scheduled Rule 10b5-1 trading plans rather than negative information. The transaction type alone does not say whether a sale was made on the open market or privately, or under a 10b5-1 plan; the filing's plan checkbox and footnotes do. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked SFD insider trading questions

How active are SFD insiders right now?
Over the trailing twelve months, Smithfield Foods, Inc. (SFD) insiders made 0 buy transactions and 3 sale transactions. Net insider sentiment over the trailing twelve months tilts to the sell side (3 sales vs 0 buys). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are SFD insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do SFD insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.