Ranked by reported Q2 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 | First Nebraska Trust Co | 73K | $1.79B | — | 0.015% | 0.01% |
| 2 | BlackRock, Inc. | 79.6M | $1.07B | +58.7% | 16.631% | 0.02% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 29.2M | $393.1M | +22.8% | 6.103% | 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 21.6M | $290.3M | -30.5% | 4.506% | 0.01% |
| 5 | AQR CAPITAL MANAGEMENT LLC | 20.5M | $275.9M | +180.0% | 4.283% | 0.10% |
| 6 | STATE STREET CORP | 16.5M | $222.6M | -33.9% | 3.456% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 15.3M | $205.6M | -20.9% | 3.192% | 0.04% |
| 8 | TWO SIGMA INVESTMENTS, LP | 13.2M | $178.1M | -29.4% | 2.765% | 0.13% |
| 9 | GOLDMAN SACHS GROUP INC | 12.4M | $167.6M | +84.3% | 2.601% | 0.01% |
| 10 | MORGAN STANLEY | 11.0M | $148.7M | -21.7% | 2.309% | 0.01% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 8.7M | $116.5M | -32.4% | 1.808% | 0.01% |
| 12 | Ilex Capital Partners (UK) LLP | 8.1M | $108.9M | — | 1.690% | 2.23% |
| 13 | CITADEL ADVISORS LLC | 7.2M | $96.5M | -45.1% | 1.498% | 0.01% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.0M | $94.4M | +139.8% | 1.466% | 0.01% |
| 15 | BARCLAYS PLC | 7.0M | $94.3M | +545.2% | 1.464% | 0.02% |
| 16 | Qube Research & Technologies Ltd | 6.9M | $93.0M | — | 1.444% | 0.09% |
| 17 | Quantinno Capital Management LP | 6.8M | $92.0M | +216.0% | 1.428% | 0.11% |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 5.6M | $75.6M | +16.9% | 1.173% | 0.22% |
| 19 | FIRST TRUST ADVISORS LP | 5.2M | $69.4M | +14.1% | 1.077% | 0.04% |
| 20 | MILLENNIUM MANAGEMENT LLC | 5.1M | $68.1M | -4.4% | 1.057% | 0.02% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.7M | $62.9M | -14.0% | 0.976% | 0.01% |
| 22 | UBS Group AG | 3.8M | $51.5M | -45.8% | 0.799% | 0.01% |
| 23 | JANE STREET GROUP, LLC | 3.8M | $50.9M | +177.4% | 0.790% | 0.00% |
| 24 | Bank of New York Mellon Corp | 3.6M | $47.8M | +26.7% | 0.742% | 0.01% |
| 25 | NORTHERN TRUST CORP | 3.5M | $46.5M | -11.8% | 0.722% | 0.01% |
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 Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new CAG position in Q2 2026
Institutions that fully closed their CAG position in Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 791 | +0.6% | 91.23% | +3.64 pp | $7.42B | +18% |
| Q1 2026 | 786 | +0.0% | 87.59% | +0.83 pp | $6.30B | 8.1% |
| Q4 2025 | 786 | +4.4% | 86.76% | 1.06 pp | $6.86B | 6.6% |
| Q3 2025 | 753 | 7.8% | 87.82% | 3.91 pp | $7.34B | 14% |
| Q2 2025 | 817 | +1.0% | 91.73% | +8.92 pp | $8.55B | 12% |
| Q1 2025 | 809 | 1.1% | 82.81% | 2.10 pp | $9.72B | 7.2% |
| Q4 2024 | 818 | 2.9% | 84.91% | +1.72 pp | $10.47B | 14% |
| Q3 2024 | 842 | — | 83.19% | — | $12.13B | — |
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 a key fundamental indicator 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 Q2 2026 13F filings, institutional ownership of Conagra Brands, Inc. stands at 91.2%, held across 791 reporting institutions.
First Nebraska Trust Co is the largest reported institutional holder of CAG, with approximately 72,508 shares worth $1.79B as of Q2 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of CAG, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, MILLENNIUM MANAGEMENT LLC, JANE STREET GROUP, LLC.
Our composite Smart Money Score for CAG is 77 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
144 institutions opened new positions in CAG during Q2 2026, while 147 fully exited. 218 added to existing positions and 395 trimmed.
CAG institutional ownership rose by 3.64 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 64.0% of all reported 13F value in CAG, and the top 25 account for 79.7%.
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