CAG

Conagra Brands Inc
Consumer StaplesUSCUSIP 205887102◍ Confluence graph
Tracked 13F Holders
701
-217 QoQ
13F Value (tracked)
$5.6B
Insider Net · 180d
$1.1M
3↑ 0↓
Recent Filings
15
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)32 adding · 13 trimming
Insider net (180d)+$1.1M

Who owns CAG?

701 tracked 13F filers

701 tracked 13F filers disclose a position in CAG as of the latest SEC 13F filings, a combined $5.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$788.4M
50.1M
+8.9%
Added · +4.1M sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$488.0M
31.0M
First observed position
No prior filed position
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$373.8M
23.8M
First observed position
No prior filed position
Q1 2026
4DIMENSIONAL FUND ADVISORS LP
$303.8M
19.3M
+9.7%
Added · +1.7M sh
Q1 2026
5TWO SIGMA INVESTMENTS, LP
$293.9M
18.7M
+201%
Added · +12.5M sh
Q1 2026
6STATE STREET CORP
$222.6M
16.5M
−34%
Reduced · −8.5M sh
Q2 2026
7MORGAN STANLEY
$221.7M
14.1M
−7.4%
Reduced · −1.1M sh
Q1 2026
8GEODE CAPITAL MANAGEMENT, LLC
$116.5M
8.7M
−32%
Reduced · −4.2M sh
Q2 2026
9NORGES BANK
$145.7M
8.4M
−0.1%
Reduced · −11K sh
Q4 2025
10Ilex Capital Partners (UK) LLP
$108.9M
8.1M
New
+8.1M sh
Q2 2026
11AMERIPRISE FINANCIAL INC
$120.7M
7.7M
−29%
Reduced · −3.2M sh
Q1 2026
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$115.1M
7.3M
−30%
Reduced · −3.1M sh
Q1 2026
13AQR CAPITAL MANAGEMENT LLC
$113.9M
7.3M
+18%
Added · +1.1M sh
Q1 2026
14UBS Group AG
$111.0M
7.1M
+146%
Added · +4.2M sh
Q1 2026
15GOLDMAN SACHS GROUP INC
$106.2M
6.8M
−17%
Reduced · −1.4M sh
Q1 2026
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$85.3M
5.4M
+3.4%
Added · +176K sh
Q1 2026
17HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
$75.5M
4.8M
−31%
Reduced · −2.2M sh
Q1 2026
18CITADEL ADVISORS LLC
$64.5M
4.8M
−57%
Reduced · −6.3M sh
Q2 2026
19MILLENNIUM MANAGEMENT LLC
$71.7M
4.6M
+664%
Added · +4.0M sh
Q1 2026
20FIRST TRUST ADVISORS LP
$71.0M
4.5M
−10%
Reduced · −508K sh
Q1 2026
21NORTHERN TRUST CORP
$61.6M
3.9M
−5.5%
Reduced · −226K sh
Q1 2026
22DEUTSCHE BANK AG\
$55.2M
3.5M
+24%
Added · +679K sh
Q1 2026
23PRICE T ROWE ASSOCIATES INC /MD/
$54.4M
3.5M
−16%
Reduced · −665K sh
Q1 2026
24Bank of New York Mellon Corp
$44.1M
2.8M
−2.5%
Reduced · −71K sh
Q1 2026
25VANGUARD FIDUCIARY TRUST CO
$42.3M
2.7M
First observed position
No prior filed position
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is CAG being bought or sold by institutions?

Last quarter, 2 funds opened a new position in CAG and 30 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
30
funds
Reduced
13
funds
Exited
0
funds

Funds that own CAG also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT415 funds$274.1B
AMAZON.COM INCAMZN408 funds$203.7B
APPLE INCAAPL407 funds$304.7B
ALPHABET INC-CL AGOOGL405 funds$169.1B
META PLATFORMS INC-CLASS AMETA405 funds$112.9B
NVIDIA CORPNVDA404 funds$394.8B
JPMORGAN CHASE & COJPM401 funds$63.8B
ELI LILLY & COLLY396 funds$78.1B
JOHNSON & JOHNSONJNJ396 funds$48.7B
CHEVRON CORPCVX394 funds$29.1B
ALPHABET INC-CL CGOOG392 funds$128.2B
BROADCOM INCAVGO390 funds$159.1B

Ranked by how many of CAG's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$1.1M
3 insiders
Sells · 180d
$0
0 insiders
Net
$1.1M
3 P/S txns
Signal
Net Buying
open-market
DateInsiderRoleActionSharesValue
Jul 17, 2026Brase John PPresident and CEO, DirectorBuy (P)35K$511K
Apr 14, 2026LENNY RICHARD HDirectorBuy (P)25K$359K
Apr 14, 2026Mulligan John JDirectorBuy (P)18K$250K
Nov 4, 2025Napier Melissa C.SVP, Corporate ControllerSell (S)13K$224K
Oct 7, 2025BROWN THOMAS KDirectorBuy (P)10K$187K
Aug 13, 2024McGough Thomas MEVP & COOSell (S)40K$1.2M
May 23, 2024Brock CharisseEVP, Chief HR OfficerSell (S)15K$469K
Oct 9, 2023LENNY RICHARD HDirectorBuy (P)9K$252K
Aug 2, 2023McGough Thomas MEVP & Co-COOSell (S)76K$2.5M
Apr 14, 2023Brock CharisseEVP, Chief HR OfficerSell (S)7K$261K
Apr 6, 2023McGough Thomas MEVP & Co-COOSell (S)45K$1.7M
Jan 6, 2023Wise Robert GSVP, Corporate ControllerSell (S)50K$2.0M

Institutional ownership over time

447 funds-159 since Q3 2024
0332664Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $938.5M

Share classes

Class13F holdersValue held
CAGthis pagecs701 funds$5.6B
205887CL4Corporate Bond - Domestic1 funds$158K
205887CD2Corporate Bond - Domestic1 funds$149K
205887CE0Corporate Bond - Domestic1 funds$145K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for CAG

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Ask your agent what changed in CAG

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CAG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CAG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CAG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.