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HomeStocksCAGInstitutional Holders

CAG logoConagra Brands, Inc. (CAG) Institutional Ownership

Q2 2026 13F Data|Updated 2026-11-07

✨

Institutional ownership increased this quarter (+3.64 pp), though top 10 holders maintain a highly concentrated 64.0% of institutional value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
91.2%$7.4B total value · ▲ +3.64 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, ownership indicators, and institutional trend.
77 / 100Bullish
Institutions & Flow791 holders-3 net flow (+144 / -147)

AI Insights & Key Takeaways

  • Negative Institutional Flow (-3)
  • Marquee funds including Two Sigma Investments, Lp and Citadel Advisors Llc maintain significant positions
  • Top 10 holders control 64.0% of institutional value
  • Insiders Buying

Top Institutional Holders of CAG

Ranked by reported Q2 2026 13F market value

Top 10 Holders
64.0%
Top 25 Holders
79.7%

Share of total reported institutional value in CAG held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1First Nebraska Trust Co73K$1.79B—0.015%0.01%
2BlackRock, Inc.79.6M$1.07B+58.7%16.631%0.02%
3VANGUARD PORTFOLIO MANAGEMENT LLC29.2M$393.1M+22.8%6.103%0.02%

Quarterly Institutional Activity

Filings activity in CAG during Q2 2026, grouped by how each filer changed its position.

OverviewNew Buyers144Added To218Trimmed395Exited147
  • VANGUARD CAPITAL MANAGEMENT LLC$290.3M
  • STATE STREET CORP$222.6M

CAG Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q2 2026791+0.6%91.23%+3.64 pp$7.42B+18%
Q1 2026786+0.0%87.59%+0.83 pp$6.30B8.1%
Q4 2025786+4.4%86.76%1.06 pp$6.86B6.6%
Q3 20257537.8%87.82%3.91 pp$7.34B14%
Q2 2025817+1.0%91.73%+8.92 pp$8.55B12%
Q1 20258091.1%

Recent Insider Activity in CAG

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.

DateInsiderActionSharesPriceValue
Apr 14, 2026LENNY RICHARD H Buy25K$14.34$359K
Apr 14, 2026Mulligan John J Buy18K$14.31$250K

CAG — Frequently Asked Questions

Quick answers to the most common questions about buying CAG stock.

What percentage of CAG is owned by institutions?

Based on Q2 2026 13F filings, institutional ownership of Conagra Brands, Inc. stands at 91.2%, held across 791 reporting institutions.

Who is the largest institutional holder of CAG?

First Nebraska Trust Co is the largest reported institutional holder of CAG, with approximately 72,508 shares worth $1.79B as of Q2 2026.

Is CAG a hedge fund favorite?

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.

What is CAG's Smart Money Score?

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.

How many institutions bought CAG this quarter?
4VANGUARD CAPITAL MANAGEMENT LLC21.6M$290.3M-30.5%4.506%0.01%
5AQR CAPITAL MANAGEMENT LLC20.5M$275.9M+180.0%4.283%0.10%
6STATE STREET CORP16.5M$222.6M-33.9%3.456%0.00%
7DIMENSIONAL FUND ADVISORS LP15.3M$205.6M-20.9%3.192%0.04%
8TWO SIGMA INVESTMENTS, LP13.2M$178.1M-29.4%2.765%0.13%
9GOLDMAN SACHS GROUP INC12.4M$167.6M+84.3%2.601%0.01%
10MORGAN STANLEY11.0M$148.7M-21.7%2.309%0.01%
11GEODE CAPITAL MANAGEMENT, LLC8.7M$116.5M-32.4%1.808%0.01%
12Ilex Capital Partners (UK) LLP8.1M$108.9M—1.690%2.23%
13CITADEL ADVISORS LLC7.2M$96.5M-45.1%1.498%0.01%
14SUSQUEHANNA INTERNATIONAL GROUP, LLP7.0M$94.4M+139.8%1.466%0.01%
15BARCLAYS PLC7.0M$94.3M+545.2%1.464%0.02%
16Qube Research & Technologies Ltd6.9M$93.0M—1.444%0.09%
17Quantinno Capital Management LP6.8M$92.0M+216.0%1.428%0.11%
18HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC5.6M$75.6M+16.9%1.173%0.22%
19FIRST TRUST ADVISORS LP5.2M$69.4M+14.1%1.077%0.04%
20MILLENNIUM MANAGEMENT LLC5.1M$68.1M-4.4%1.057%0.02%
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC4.7M$62.9M-14.0%0.976%0.01%
22UBS Group AG3.8M$51.5M-45.8%0.799%0.01%
23JANE STREET GROUP, LLC3.8M$50.9M+177.4%0.790%0.00%
24Bank of New York Mellon Corp3.6M$47.8M+26.7%0.742%0.01%
25NORTHERN TRUST CORP3.5M$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.

DIMENSIONAL FUND ADVISORS LP
$205.6M
  • TWO SIGMA INVESTMENTS, LP$178.1M
  • MORGAN STANLEY$148.7M
  • GEODE CAPITAL MANAGEMENT, LLC$116.5M
  • CITADEL ADVISORS LLC$96.5M
  • FIRST TRUST ADVISORS LP$69.4M
  • MILLENNIUM MANAGEMENT LLC$68.1M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$62.9M
  • UBS Group AG$51.5M
  • NORTHERN TRUST CORP$46.5M
  • 82.81%
    2.10 pp
    $9.72B
    7.2%
    Q4 20248182.9%84.91%+1.72 pp$10.47B14%
    Q3 2024842—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.

    144 institutions opened new positions in CAG during Q2 2026, while 147 fully exited. 218 added to existing positions and 395 trimmed.

    How is institutional ownership of CAG changing?

    CAG institutional ownership rose by 3.64 percentage points quarter-over-quarter, with a net change of +5 holders.

    How concentrated is CAG ownership among the top holders?

    The top 10 institutions account for 64.0% of all reported 13F value in CAG, and the top 25 account for 79.7%.

    Where does this CAG institutional ownership data come from?

    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.

    CAGConagra Brands, Inc.
    $15.24$7.3B
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