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Hormel Foods Corporation

HRL Consumer Staples
$24.4 $-0.24 (-0.99%)
Market Cap: $13.43 B
Gurus Holding
9
Popularity Rank
#553
% of Shares Held
1.79%
Net Activity (Q1 2026)
+$53.94 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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $240.04 M.

Top institutional holders include Mairs and Power and Steven Cohen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $53.94 M net inflow during the quarter.

Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Ray Dalio reduced exposure by 88.2%.

Key Holders

Top 5 by Value

$77.42 M
$54.16 M
$47.23 M
$23.39 M
$14.22 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$74.32 M
Total Buy Value
New Buys 1
Additions 3
-$20.38 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
4

FAQs for Hormel Foods Corporation (HRL)

Major holders include Mairs and Power ($77.42 M), Steven Cohen ($54.16 M), Bill Gates ($47.23 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 9.84 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $53.94 M, with 4 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited HRL. The total reported sell value was $20.38 M.

Yes, 1 managers opened new positions in HRL, and 3 increased their existing holdings. The total reported buy value was $74.32 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.79% Reduce -9.8% 3,417,959 $77.42 M Q1 2026
0.07% Add 1325.3% 2,391,217 $54.16 M Q1 2026
0.15% 2,085,290 $47.23 M Q1 2026
0.01% Add 148.1% 1,032,718 $23.39 M Q1 2026
0.04% Add 75.5% 627,949 $14.22 M Q1 2026
0.04% New Buy 171,063 $3.87 M Q1 2026
0.00% Reduce -7.4% 73,643 $1.67 M Q1 2026
0.01% Reduce -4.2% 19,000 $430,350 Q1 2026
0.00% Reduce -88.2% 16,689 $378,006 Q1 2026
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