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JBS N.V.

JBS
交易所
NYSE
產業
Meat Packing Plants
SEC CIK
0001791942

近 90 天,JBS N.V. 內部人申報 0 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 269 家機構在 13F 申報持有,市值合計 $49.7 億;大師中只有杜肯家族辦公室持有。

2025 年第 4 季 13F 持有人

JBS N.V. 在 2025/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼

持有機構
239
較 2025 年第 3 季 +11 家
持有股數
3.53 億
較 2025 年第 3 季 +2.01 億 (+131.7%)
總市值
$51.0 億
較 2025 年第 3 季 +$28.2 億 (+123.9%)
新進機構
49
另有 94 家加碼
清倉機構
38
另有 73 家減碼

另有 6 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。

跟 2025 年第 3 季比較:新進、清倉與尚未申報的機構

歷季持有家數與市值

2021 年第 1 季起,每季在 13F 申報持有 JBS 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。

持有機構家數2025 年第 4 季:239 家
2021 年第 1 季:0 家2021 年第 2 季:0 家2021 年第 3 季:0 家2021 年第 4 季:0 家2022 年第 1 季:0 家2022 年第 2 季:0 家2022 年第 3 季:0 家2022 年第 4 季:0 家2023 年第 1 季:0 家2023 年第 2 季:0 家2023 年第 3 季:0 家2023 年第 4 季:1 家2024 年第 1 季:0 家2024 年第 2 季:1 家2024 年第 3 季:0 家2024 年第 4 季:0 家2025 年第 1 季:0 家2025 年第 2 季:168 家2025 年第 3 季:234 家2025 年第 4 季:239 家2026 年第 1 季:249 家2026 年第 2 季:269 家
持有市值2025 年第 4 季:$51.0 億
2021 年第 1 季:$02021 年第 2 季:$02021 年第 3 季:$02021 年第 4 季:$02022 年第 1 季:$02022 年第 2 季:$02022 年第 3 季:$02022 年第 4 季:$02023 年第 1 季:$02023 年第 2 季:$02023 年第 3 季:$02023 年第 4 季:$250.0 萬2024 年第 1 季:$02024 年第 2 季:$87.7 萬2024 年第 3 季:$02024 年第 4 季:$02025 年第 1 季:$02025 年第 2 季:$11.3 億2025 年第 3 季:$22.9 億2025 年第 4 季:$51.0 億2026 年第 1 季:$67.4 億2026 年第 2 季:$49.7 億

2025 年第 4 季持有機構

每家機構持有 JBS N.V. 的股數、市值與佔組合比重;股數變化跟 2025 年第 3 季比。

2025 年第 4 季持有 JBS 的機構
機構股數市值佔組合 %股數變化動作
BNDES Participacoes S.A.199,311,644$28.7 億100.00%+199,311,644新進
BlackRock, Inc.25,542,213$3.68 億0.01%+2,129,945+9.1%加碼
Davis Selected Advisers11,854,741$1.71 億0.77%+11,854,741新進
D. E. Shaw & Co., Inc.7,205,628$1.04 億0.08%−2,522,063−25.9%減碼
Ameriprise Financial Inc6,840,816$9,864 萬0.02%+257,743+3.9%加碼
State Street Corp6,138,536$8,852 萬0.00%+327,364+5.6%加碼
Deutsche Bank AG4,681,793$6,751 萬0.02%+3,092,222+194.5%加碼
Alberta Investment Management Corp4,622,500$6,666 萬0.40%+388,200+9.2%加碼
Woodline Partners LP4,556,488$6,570 萬0.25%+2,301,149+102.0%加碼
Morgan Stanley4,110,122$5,927 萬0.00%−395,247−8.8%減碼
Carrhae Capital LLP3,649,226$5,262 萬3.51%+3,244,553+801.8%加碼
Arrowstreet Capital, Limited Partnership3,540,471$5,105 萬0.03%−413,796−10.5%減碼
Raymond James Financial Inc2,975,036$4,290 萬0.01%+763,352+34.5%加碼
Discovery Capital Management, LLC2,942,400$4,243 萬2.30%+2,462,200+512.7%加碼
BNP Paribas Arbitrage, SA2,591,133$3,736 萬0.02%−212,723−7.6%減碼
Bank of America Corp2,493,212$3,595 萬0.00%+843,232+51.1%加碼
Geode Capital Management, LLC2,494,292$3,563 萬0.00%+314,626+14.4%加碼
Van Eck Associates Corp2,378,805$3,430 萬0.03%−929,000−28.1%減碼
Millennium Management LLC2,217,350$3,197 萬0.02%−3,771,347−63.0%減碼
Citadel Advisors LLC2,139,884$3,086 萬0.02%+1,138,243+113.6%加碼
Marshall Wace, LLP2,046,950$2,952 萬0.03%−1,042,983−33.8%減碼
Goldman Sachs Group Inc1,863,268$2,687 萬0.00%−1,213,578−39.4%減碼
Brandes Investment Partners, LP1,678,836$2,421 萬0.18%+1,678,836新進
Jump Financial, LLC1,654,197$2,385 萬0.30%+592,859+55.9%加碼
Legal & General Group Plc1,633,931$2,356 萬0.01%−153,762−8.6%減碼
Vanguard Group Inc1,598,584$2,305 萬0.00%−136,966−7.9%減碼
Qube Research & Technologies Ltd1,385,906$1,998 萬0.03%+10,742+0.8%加碼
HRT Financial LP1,369,634$1,975 萬0.06%−682,051−33.2%減碼
Loews Corp1,330,000$1,918 萬0.16%00.0%不變
Mason Capital Management LLC1,306,000$1,883 萬3.35%+1,306,000新進
Ramirez Asset Management, Inc.1,292,547$1,864 萬2.46%+108,143+9.1%加碼
JPMorgan Chase & Co1,290,884$1,861 萬0.00%−1,248,137−49.2%減碼
Citigroup Inc1,202,104$1,733 萬0.01%+327,483+37.4%加碼
Point72 Asset Management, L.P.1,103,696$1,592 萬0.02%−447,604−28.9%減碼
Cinctive Capital Management LP1,070,517$1,544 萬0.89%+311,233+41.0%加碼
Bayberry Capital Partners LP1,002,000$1,445 萬4.65%00.0%不變
Maple Rock Capital Partners Inc.985,106$1,421 萬0.47%−74,200−7.0%減碼
Engineers Gate Manager LP975,173$1,406 萬0.17%+834,058+591.0%加碼
Balyasny Asset Management LLC974,545$1,405 萬0.03%+974,545新進
Winton Group Ltd857,090$1,236 萬0.43%+857,090新進
Quinn Opportunity Partners LLC845,901$1,220 萬0.53%+375,000+79.6%加碼
Sumitomo Mitsui Trust Holdings, Inc.845,682$1,219 萬0.01%+41,869+5.2%加碼
Praetorian PR LLC750,000$1,082 萬5.24%+750,000新進
Nuveen, LLC733,039$1,057 萬0.00%+41,123+5.9%加碼
Russell Investments Group, Ltd.732,796$1,057 萬0.01%−123,747−14.4%減碼
Private Advisory Group LLC711,525$1,026 萬0.81%+60,937+9.4%加碼
California Public Employees Retirement System707,960$1,021 萬0.01%−284,960−28.7%減碼
Prudential Financial Inc702,300$1,013 萬0.01%+386,600+122.5%加碼
Cohen & Steers, Inc.658,361$949.4 萬0.02%+161,712+32.6%加碼
UBS Group AG641,345$924.8 萬0.00%−2,047−0.3%減碼
Ovata Capital Management Ltd499,983$721.0 萬0.88%+472,575+1,724.2%加碼
Federated Hermes, Inc.489,105$705.3 萬0.01%−287,941−37.1%減碼
Two Sigma Investments, LP467,099$673.6 萬0.01%−1,856,237−79.9%減碼
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.455,300$645.6 萬0.00%+117,500+34.8%加碼
Robeco Institutional Asset Management B.V.442,794$638.5 萬0.01%+388,460+714.9%加碼
Pictet Asset Management Holding SA437,437$630.8 萬0.01%+15,907+3.8%加碼
New York State Common Retirement Fund426,600$615.2 萬0.01%+180,600+73.4%加碼
Moore Capital Management, LP425,989$614.3 萬0.13%+105,989+33.1%加碼
Hartree Partners, LP400,000$576.8 萬2.11%−336,441−45.7%減碼
Quantbot Technologies LP391,287$564.2 萬0.19%−227,363−36.8%減碼
Amundi390,062$562.5 萬0.00%−54,673−12.3%減碼
Journey Advisory Group, LLC388,565$560.3 萬0.47%−316−0.1%減碼
Bank of New York Mellon Corp363,888$524.7 萬0.00%+12,374+3.5%加碼
SG Americas Securities, LLC348,350$502.3 萬0.01%+31,306+9.9%加碼
Bank of Montreal341,218$492.0 萬0.00%+575+0.2%加碼
NewEdge Wealth, LLC340,776$491.4 萬0.06%+10,570+3.2%加碼
tru Independence LLC339,095$489.0 萬1.23%+339,095新進
Public Sector Pension Investment Board325,446$469.3 萬0.02%+30,200+10.2%加碼
Standard Life Aberdeen plc318,254$458.9 萬0.01%+627+0.2%加碼
American Century Companies Inc277,852$400.7 萬0.00%+1,312+0.5%加碼
Mirabella Financial Services LLP270,782$390.5 萬0.38%+24,600+10.0%加碼
Levin Capital Strategies, L.P.240,108$346.2 萬0.30%−46,000−16.1%減碼
Itau Unibanco Holding S.A.220,600$319.6 萬0.08%+220,600新進
Invesco Ltd.212,805$306.9 萬0.00%−6,150−2.8%減碼
SPX Equities Gestao de Recursos Ltda208,100$300.1 萬0.31%+168,819+429.8%加碼
Northern Trust Corp206,018$297.1 萬0.00%+131,624+176.9%加碼
Atom Investors LP198,450$286.2 萬0.23%+198,450新進
Mitsubishi UFJ Trust & Banking Corp197,676$285.0 萬0.01%−169,164−46.1%減碼
Massachusetts Financial Services Co184,118$265.5 萬0.00%+84,658+85.1%加碼
Envestnet Asset Management Inc176,371$254.3 萬0.00%+49,932+39.5%加碼
Sanders Morris Harris LLC173,200$252.2 萬3.90%−21,625−11.1%減碼
Steadtrust LLC173,630$250.4 萬1.54%+800+0.5%加碼
Longfellow Investment Management Co LLC161,118$232.3 萬0.52%−24,665−13.3%減碼
AQR Capital Management LLC160,934$232.1 萬0.00%−1,885,041−92.1%減碼
British Columbia Investment Management Corp157,400$227.0 萬0.01%+15,000+10.5%加碼
UBS Asset Management Americas Inc155,726$224.6 萬0.00%+155,726新進
Korea Investment CORP155,062$223.6 萬0.00%+16,700+12.1%加碼
Walnut Level Capital LLC152,048$219.3 萬1.75%+152,048新進
Trexquant Investment LP150,482$217.0 萬0.02%+150,482新進
Graham Capital Management, L.P.150,000$216.3 萬0.07%+117,737+364.9%加碼
Absolute Gestao de Investimentos Ltda.150,000$216.3 萬0.23%+150,000新進
Stifel Financial Corp149,715$215.9 萬0.00%+38,190+34.2%加碼
Capital Research Global Investors148,566$215.3 萬0.00%+3,214+2.2%加碼
Royal London Asset Management Ltd143,300$206.6 萬0.00%+51,200+55.6%加碼
Healthcare of Ontario Pension Plan Trust Fund135,423$195.3 萬0.00%+135,423新進
Alpine Global Management, LLC125,000$180.3 萬0.40%+40,000+47.1%加碼
Zurcher Kantonalbank (Zurich Cantonalbank)115,255$166.2 萬0.00%+38,389+49.9%加碼
National Pension Service113,832$164.1 萬0.00%+113,832新進
SEI Investments Co112,194$161.8 萬0.00%+40,752+57.0%加碼
Susquehanna International Group, LLP111,913$161.4 萬0.00%+85,565+324.7%加碼