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Hormel Foods Corporation

HRL Consumer Staples
$20.79 $-0.17 (-0.81%)
Market Cap: $11.44 B
Gurus Holding
7
Popularity Rank
#1178
% of Shares Held
1.35%
Net Activity (Q2 2026)
-$54.18 M

Guru Ownership Trend

Guru Analysis for Hormel Foods Corporation (HRL)

Hormel Foods Corporation (HRL), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $154.31 M.

Top institutional holders include Mairs and Power and Bill Gates.

Institutional sentiment is currently Bearish. This is evidenced by a $54.18 M net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 152.6%. Conversely, Tom Russo reduced exposure by 2.6%.

Key Holders

Top 5 by Value

$84.34 M
$51.76 M
$25.95 M
$20.11 M
$1.05 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$6.03 M
Total Buy Value
New Buys 1
Additions 3
-$60.21 M
Total Sell Value
Reductions 2
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
4

FAQs for Hormel Foods Corporation (HRL)

Major holders include Mairs and Power ($84.34 M), Bill Gates ($51.76 M), Cliff Asness ($25.95 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 7.42 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $54.18 M, with 4 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited HRL. The total reported sell value was $60.21 M.

Yes, 1 managers opened new positions in HRL, and 3 increased their existing holdings. The total reported buy value was $6.03 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.77% Reduce -0.6% 3,398,047 $84.34 M Q2 2026
0.15% 2,085,290 $51.76 M Q2 2026
0.01% Add 1.2% 1,045,445 $25.95 M Q2 2026
0.05% Add 29.1% 810,377 $20.11 M Q2 2026
0.00% Add 152.6% 42,159 $1.05 M Q2 2026
0.00% New Buy 22,500 $558,450 Q2 2026
0.01% Reduce -2.6% 18,500 $459,170 Q2 2026
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