Hormel Foods CORP
$21.99+0.6%
+$225.1M
Net Activity
+0.86% total shares
Institutions Holding
624
Popularity Rank
#902
Avg Weight
0.07%
Total Value
$6.5B
Market Cap
$12.1B
624 institutions currently hold HRL, with 326 net buyers and 326 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
326
Net Buying Institutions
326
Top 5 by Value
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Across its top 20 institutional holders, HRL's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 41/100).
HRL ranks #902 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
624 institutions disclose a position in HRL, but none treat it as a major bet — even Fourth Sail Capital LP, its most concentrated holder, allocates just 4.2% of its own portfolio to it.
Two Sigma Investments, LP has added to its HRL position for two straight quarters, increasing it by $200.8M to reach $306.1M today.
Ken Griffin has trimmed its HRL position for two straight quarters, cutting it by $117.9M while still holding $42.0M.
HRL is up 0.6% today, and institutions have been net buyers of $225.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
HRL posted net income of $342.7M over the trailing twelve months, and currently trades at a P/E of 35.3.
+$1.5B
Total Buy Value
$964.1M
Total Sell Value
326
Net Buyers
326
Net Sellers
HRL
Q2 2026
Top 5 Institutional Movers
Evenly matched flows plus a lone insider sale leave HRL neutral
Signal Basis
Institutional positioning appears essentially flat: 619 holders with a net quarterly value change of just +$24.3M (~+0.4%) on a $6.15B base, and net buyer and seller counts dead-even at 322 apiece; the insider side shows zero purchases against a single ~$495K Form 4 sale (confidence score 0.0).
Confirmation
A follow-up wave of insider Form 4 purchases, or next quarter's 13F showing net buyer count decisively above sellers, would firm up a directional view.
Invalidation Risk
Sustained insider selling combined with a swing to institutional net outflows next quarter would break the current balance and may tilt the read bearish.
AI-assisted, sourced directly from institutional holders' SEC EDGAR Form 13F filings, covering historical data only. Should not be the sole basis for any trade.
See the institutional 13F filings behind this signalHRL does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Gary C. Bhojwani | 2026-07-08 | $495K |
| Sell | Murano Elsa A | 2025-12-11 | $322K |
| Sell | Murano Elsa A | 2025-03-27 | $137K |
1
Filings (90d)
$496K
Total Est. Value
20K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Gary C. Bhojwani | 2026-07-08 | $496K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
3
Filings (14d)
On August 27, 2026, Hormel Foods (HRL) issued its third-quarter earnings release covering the fiscal quarter ended July 26, 2026. However, the excerpt from this 8-K doesn't include any actual financial figures — it simply confirms that the earnings release was filed as an exhibit.
View Full Filing (SEC EDGAR)Hormel Foods announced on August 24 that Ash Bhumbla will join as Executive Vice President and Chief Financial Officer, effective September 8. The 39-year-old arrives from Tyson Foods, where he served as CFO of the Chicken segment (and briefly of the International segment), following earlier senior finance roles at Perdue Farms. With his arrival, interim CFO Paul Kuehneman will step out of the role but remain with the company as Vice President, Controller, and Principal Accounting Officer. His compensation package includes a $700,000 base salary, a one-time $700,000 cash sign-on award, and $1.2 million in restricted stock units vesting over three years, on top of short- and long-term incentive targets.
View Full Filing (SEC EDGAR)On July 27, 2026, Hormel Foods (HRL) announced that its current President and board member, John F. Ghingo, will become President and CEO effective October 26, 2026. Interim CEO Jeffrey M. Ettinger will step down on October 25, 2026, but remain on the board. Ghingo, 53, has over 20 years in consumer-packaged foods, including leading Hormel's retail division and serving as CEO of a snack company. The board also boosted his base salary from $730,000 to $1.28 million, with short-term incentive target at 150% of salary and a long-term incentive target of $6.8 million.
View Full Filing (SEC EDGAR)440452100
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Articles
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Hormel's interim and incoming CEOs will speak online Sept. 9
Why Hormel (HRL) Is Down 9.3% After Cutting 2026 Guidance And Naming a New CFO
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(HRL) Movement Within Algorithmic Entry Frameworks
Access HRL's institutional ownership data programmatically:
REST API
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