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JBS: which funds own it

Consumer Staples →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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3 concentrated managers hold it with a median weight of 0.7%.

Who owns JBS?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Wesley Mendonca Batista (13G filed Aug 14, 2025), BNDES Participacoes (13G filed Aug 14, 2025) and Davis Selected Advisers (13G filed Aug 12, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were BNDES Participacoes (199.3 million shares), Davis Selected Advisers (50.0 million shares) and BlackRock (32.3 million shares).

Which institutions hold the most JBS shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. BNDES Participacoes: 199.3 million shares
  2. 2. Davis Selected Advisers: 50.0 million shares
  3. 3. BlackRock: 32.3 million shares
  4. 4. D. E. Shaw: 11.3 million shares
  5. 5. State Street: 8.0 million shares
  6. 6. Brandes Investment Partners: 7.7 million shares
  7. 7. Ameriprise Financial: 6.7 million shares
  8. 8. Arrowstreet Capital, Limited Partnership: 6.0 million shares
  9. 9. Alberta Investment Management: 5.9 million shares
  10. 10. Discovery Capital Management: 5.4 million shares

Sources:13G by Wesley Mendonca Batista (Aug 14, 2025) ↗13G by BNDES Participacoes (Aug 14, 2025) ↗13G by Davis Selected Advisers (Aug 12, 2026) ↗All of the company's proxy statements on EDGAR ↗

We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

JBS revenue

JBS reported annual revenue of $86.18 billion for fiscal year 2025 (year ended December 31, 2025), according to its Form 20-F filed with the SEC (XBRL data).

Well-known investors holding it

Stanley Druckenmiller 13F (Q2 2026)

Concentrated managers
3
All 13F: 268
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$11.85
-34.0% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (3 → 3): 1 opened · 1 exited = 0

Net flow in the quarter: +$6.2M (+520 K shares) · bought $12.7M and sold $6.5MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Other relevant holders

Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.

Largest holders of JBS (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

Fiscal 2025 figures (annual report on Form 20-F, IFRS accounting standards) · balance sheet as of Dec 31, 2025.

Profitability
Operating margin
4.8%
Net margin
2.3%
ROE
23.3%
Growth
Revenue (TTM)
$86.2 bn
Revenue growth
11.7%
Net income (TTM)
$2.0 bn
Balance sheet
Net debt / EBITDA
—
Free cash flow (TTM)
$833M
Quality vs sector
—

Figures come from the latest annual report: we do not compare them with its sector's, which are 12-month figures to the latest quarter. Debt includes leases: under IFRS 16 they are all on the balance sheet and their cost sits outside EBITDA.

This company's sector comes from its SIC code, unreviewed, or has too few comparable companies: we do not compare it with its sector.

Figures from the statements the company filed with the SEC (20-F). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated

Earnings quality and debt

Operating cash flow ÷ net income (12 months)
1.45
Interest coverage (operating income ÷ interest)
2.5 timesfiscal 2025
Debt due within 12 months
no data

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Insiders (Form 4)

Officers and directors who bought (6 m)
0
Amount (6 m)
$0
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Aug 11, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «JBS Reports Second Quarter 2026 Results»

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Consumer Staples stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Consumer Staples →

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If someone reports a 5%+ stake, we email you (if you turn it on). And when you come back, see whether concentrated managers got in or out. No credit card.

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