Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CAG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 50.1M | $788.4M | +8.9% | 10.483% | 0.01% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 31.0M | $488.0M | — | 6.489% | 0.01% |
| 3 | STATE STREET CORP | 25.0M | $393.4M | +1.5% | 5.231% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 23.8M | $373.8M | — | 4.971% | 0.02% |
| 5 | Invesco Ltd. | 20.8M | $327.6M | +17.9% | 4.356% | 0.05% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 19.3M | $303.8M | +9.7% | 4.040% | 0.06% |
| 7 | TWO SIGMA INVESTMENTS, LP | 18.7M | $294.7M | +202.2% | 3.919% | 0.24% |
| 8 | MORGAN STANLEY | 14.1M | $221.7M | -7.4% | 2.949% | 0.01% |
| 9 | CITADEL ADVISORS LLC | 13.1M | $205.3M | +532.0% | 2.731% | 0.10% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 12.8M | $201.0M | -1.0% | 2.677% | 0.01% |
| 11 | AMERIPRISE FINANCIAL INC | 7.7M | $120.7M | -29.2% | 1.605% | 0.03% |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7.3M | $115.1M | -29.6% | 1.531% | 0.06% |
| 13 | AQR CAPITAL MANAGEMENT LLC | 7.3M | $113.9M | +17.6% | 1.530% | 0.05% |
| 14 | UBS Group AG | 7.1M | $111.0M | +139.1% | 1.476% | 0.02% |
| 15 | GOLDMAN SACHS GROUP INC | 6.8M | $106.2M | -16.9% | 1.412% | 0.01% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.4M | $85.3M | +3.4% | 1.135% | 0.01% |
| 17 | MILLENNIUM MANAGEMENT LLC | 5.3M | $83.2M | — | 1.106% | 0.06% |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 4.8M | $75.5M | -31.1% | 1.004% | 0.23% |
| 19 | FIRST TRUST ADVISORS LP | 4.5M | $71.0M | -10.1% | 0.944% | 0.05% |
| 20 | NORTHERN TRUST CORP | 3.9M | $61.6M | -5.5% | 0.819% | 0.01% |
| 21 | DEUTSCHE BANK AG\ | 3.5M | $55.2M | +24.0% | 0.734% | 0.02% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.9M | $46.0M | -2.9% | 0.612% | 0.01% |
| 23 | Bank of New York Mellon Corp | 2.8M | $44.1M | -2.5% | 0.586% | 0.01% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 2.7M | $42.3M | — | 0.563% | 0.01% |
| 25 | FMR LLC | 2.4M | $38.0M | -21.3% | 0.506% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CAG — a direct measure of their conviction.
Filings activity in CAG during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CAG position in Q1 2026
Institutions that fully closed their CAG position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 765 | 1.5% | 94.35% | 9.28 pp | $6.20B | 9.0% |
| Q4 2025 | 777 | +4.6% | 103.63% | 6.86 pp | $6.81B | 6.2% |
| Q3 2025 | 743 | 9.1% | 110.49% | 19.58 pp | $7.26B | 15% |
| Q2 2025 | 817 | +1.0% | 130.07% | 17.74 pp | $8.55B | 12% |
| Q1 2025 | 809 | 1.1% | 147.81% | 11.46 pp | $9.72B | 7.2% |
| Q4 2024 | 818 | 2.9% | 159.27% | 25.35 pp | $10.47B | 14% |
| Q3 2024 | 842 | 0.2% | 184.62% | +10.50 pp | $12.13B | +6.0% |
| Q2 2024 | 844 | — | 174.12% | — | $11.44B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 14, 2026 | LENNY RICHARD H | Buy | 25K | $14.34 | $359K |
| Apr 14, 2026 | Mulligan John J | Buy | 18K | $14.31 | $250K |
Quick answers to the most common questions about buying CAG stock.
Based on Q1 2026 13F filings, institutional ownership of Conagra Brands, Inc. stands at 94.3%, held across 765 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CAG, with approximately 50,149,778 shares worth $0.79B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of CAG, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for CAG is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
135 institutions opened new positions in CAG during Q1 2026, while 147 fully exited. 182 added to existing positions and 443 trimmed.
CAG institutional ownership fell by 9.28 percentage points quarter-over-quarter, with a net change of -12 holders.
The top 10 institutions account for 58.0% of all reported 13F value in CAG, and the top 25 account for 76.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Conagra Brands, Inc. (CAG) Institutional Ownership