CAMPBELL SOUP CO CPB
COM · Common Stock · CUSIP 134429109 · ISIN US1344291091
American food manufacturer
- SectorConsumer staples
- IndustryFood and Kindred Products
- HeadquartersCamden, NJ
- Founded1869
- Websitecampbells.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.5m this quarter). Holder counts are more reliable. Shares outstanding: 298.1m as of 2024-09-11, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $48.77. Options: 21 managers hold calls ($69.6m notional), 20 hold puts ($80.1m).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 590 |
| Q4 2022 | 628 |
| Q1 2023 | 635 |
| Q2 2023 | 597 |
| Q3 2023 | 593 |
| Q4 2023 | 626 |
| Q1 2024 | 632 |
| Q2 2024 | 637 |
| Q3 2024 | 652 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 321 | 229 |
| Q1 2023 | 283 | 260 |
| Q2 2023 | 249 | 327 |
| Q3 2023 | 265 | 296 |
| Q4 2023 | 286 | 284 |
| Q1 2024 | 265 | 303 |
| Q2 2024 | 287 | 282 |
| Q3 2024 | 297 | 283 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $97.9m | $111.9m | 1.14 |
| Q1 2024 | $58.7m | $73.4m | 1.25 |
| Q2 2024 | $77.4m | $57.1m | 0.74 |
| Q3 2024 | $69.6m | $80.1m | 1.15 |
Biggest buyers
| FRANKLIN RESOURCES INC | Added | +1.8m |
| LSV ASSET MANAGEMENT | Added | +1.5m |
| Nuveen Asset Management, LLC | Added | +796.9k |
| Bank of New York Mellon Corp | Added | +721.1k |
| DIMENSIONAL FUND ADVISORS LP | Added | +604.2k |
| MILLENNIUM MANAGEMENT LLC | Added | +581.1k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +558.9k |
| ExodusPoint Capital Management, LP | New | +519.1k |
| UBS Group AG | Added | +434.0k |
| Amundi | Added | +374.1k |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -3.3m |
| Balyasny Asset Management L.P. | Sold out | -2.1m |
| Junto Capital Management LP | Sold out | -1.6m |
| Schonfeld Strategic Advisors LLC | Reduced | -1.3m |
| Ilex Capital Partners (UK) LLP | Sold out | -1.2m |
| D. E. Shaw & Co., Inc. | Reduced | -904.1k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -866.7k |
| ARMISTICE CAPITAL, LLC | Reduced | -732.4k |
| NORGES BANK | Reduced | -638.8k |
| APG Asset Management N.V. | Sold out | -449.1k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $14.0m286.5k shares |
| Jefferies Financial Group Inc. | Added | $10.8m220.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $10.3m210.2k shares |
| Walleye Trading LLC | Added | $4.9m100.3k shares |
| Twin Tree Management, LP | Added | $4.0m82.1k shares |
| Walleye Capital LLC | Reduced | $3.5m72.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.3m68.2k shares |
| Squarepoint Ops LLC | Added | $3.1m62.4k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.8m56.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $2.4m49.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $20.5m418.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $19.0m388.8k shares |
| JPMORGAN CHASE & CO | New | $5.9m120.0k shares |
| Squarepoint Ops LLC | Added | $4.1m83.6k shares |
| Walleye Capital LLC | Added | $4.0m82.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.2m66.1k shares |
| Parallax Volatility Advisers, L.P. | Unchanged | $2.9m60.3k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $2.9m60.0k shares |
| JANE STREET GROUP, LLC | Reduced | $2.9m59.3k shares |
| BARCLAYS PLC | New | $2.4m50.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Amendment & Restatement of Agreement of Trust of Mary Alice 13G · passive investor +5.8 pts · filed 2026-05-21 | 10.2% |
| BlackRock, Inc. 13G · institution +3.8 pts · filed 2026-07-27 | 9.1% |
| CONTANGO LIMITED, LP 13G · passive investor new · filed 2026-01-20 | 6.2% |
| CONSUL FL LLC 13G · passive investor new · filed 2026-01-20 | 5.8% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q3 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2022 | 0 | — | 2 | $4.9m | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 1 | $346.8k | — |
| Q4 2023 | 0 | — | 1 | $132.9k | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 1 | $10.9k | — |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 23.2m $1.1bn | Added +149.5k |
| BlackRock, Inc. 0.02% of their portfolio | 18.4m $899.1m | First filing |
| STATE STREET CORP 0.02% of their portfolio | 10.0m $491.6m | Added +298.2k |
| VAN ECK ASSOCIATES CORP 0.51% of their portfolio | 8.7m $409.3m | Added +6.0k |
| Beutel, Goodman & Co Ltd. 1.66% of their portfolio | 6.9m $337.1m | Reduced -16.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 5.3m $256.8m | Added +323.0k |
| BRANDYWINE TRUST CO 34.87% of their portfolio | 4.8m $234.0m | Added +24.0k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 4.0m $197.6m | Added +721.1k |
| LSV ASSET MANAGEMENT 0.41% of their portfolio | 4.0m $193.3m | Added +1.5m |
| MORGAN STANLEY 0.01% of their portfolio | 3.6m $178.1m | Added +217.6k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 3.5m $170.3m | Added +604.2k |
| Invesco Ltd. 0.03% of their portfolio | 3.4m $164.5m | Reduced -440.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.5m $123.8m | Added +136.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.18% of their portfolio | 2.4m $119.8m | Reduced -866.7k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.0m $96.1m | Reduced -246.3k |
| Ensign Peak Advisors, Inc 0.17% of their portfolio | 2.0m $95.9m | Added +35.2k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.9m $91.6m | Added +1.8m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.8m $89.7m | Reduced -363.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.8m $86.4m | Added +12.8k |
| NORGES BANK 0.01% of their portfolio | 1.7m $85.5m | Reduced -638.8k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 1.7m $83.0m | Reduced -294.4k |
| Amundi 0.03% of their portfolio | 1.6m $75.2m | Added +374.1k |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 1.5m $72.9m | Reduced -3.3m |
| Legal & General Group Plc 0.02% of their portfolio | 1.4m $68.7m | Reduced -96.2k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 1.4m $67.5m | Reduced -288.7k |
| BROWN ADVISORY INC 0.08% of their portfolio | 1.3m $64.8m | Reduced -38.8k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 1.2m $60.8m | Added +796.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 1.2m $58.3m | Added +558.9k |
| TD Asset Management Inc 0.04% of their portfolio | 1.0m $50.6m | Added +38.7k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 993.2k $49.0m | Added +94.1k |
| TWO SIGMA INVESTMENTS, LP 0.10% of their portfolio | 911.9k $44.6m | Added +190.4k |
| California Public Employees Retirement System 0.03% of their portfolio | 897.2k $43.9m | Reduced -26.2k |
| UBS Group AG 0.01% of their portfolio | 865.0k $42.3m | Added +434.0k |
| GABELLI FUNDS LLC 0.26% of their portfolio | 741.3k $36.3m | Added +7.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 703.7k $34.4m | Reduced -52.5k |
| BARCLAYS PLC 0.01% of their portfolio | 693.3k $33.9m | Reduced -131.3k |
| GAMCO INVESTORS, INC. ET AL 0.34% of their portfolio | 681.6k $33.3m | Added +56.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 610.7k $29.9m | Added +341.4k |
| TWO SIGMA ADVISERS, LP 0.07% of their portfolio | 601.9k $29.4m | Added +115.8k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 593.5k $29.0m | Added +581.1k |
| Swiss National Bank 0.02% of their portfolio | 573.7k $28.1m | Added +400 |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 550.5k $26.9m | Added +11.4k |
| AVIVA PLC 0.07% of their portfolio | 525.5k $25.7m | Added +13.0k |
| ExodusPoint Capital Management, LP 0.26% of their portfolio | 519.1k $25.4m | New |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 487.9k $23.9m | Added +19.9k |
| AMF Tjanstepension AB 0.15% of their portfolio | 421.6k $20.6m | Unchanged |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 417.7k $20.4m | Reduced -277.5k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 412.2k $20.2m | Added +5.1k |
| Aberdeen Group plc 0.04% of their portfolio | 394.5k $19.3m | Added +8.9k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 387.0k $18.9m | Reduced -3.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 371.8k $18.2m | Added +40.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 368.9k $18.1m | Reduced -972 |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 368.4k $18.0m | Reduced -154.9k |
| Squarepoint Ops LLC 0.06% of their portfolio | 360.4k $17.6m | Added +355.1k |
| Swedbank AB 0.02% of their portfolio | 350.8k $17.2m | Added +115.8k |
| ARMISTICE CAPITAL, LLC 0.43% of their portfolio | 335.5k $16.4m | Reduced -732.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 332.9k $16.3m | Added +47.1k |
| Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio | 331.8k $16.2m | Reduced -139.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 326.6k $16.0m | Added +27.0k |
| Verition Fund Management LLC 0.10% of their portfolio | 312.3k $15.3m | Added +252.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 307.3k $15.0m | Added +39.0k |
| CITIGROUP INC 0.01% of their portfolio | 305.9k $15.0m | Reduced -55.5k |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 304.5k $14.9m | Reduced -7.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 288.7k $14.1m | Reduced -6.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 278.6k $13.6m | Added +17.7k |
| Asset Management One Co., Ltd. 0.05% of their portfolio | 276.8k $13.5m | Added +6.1k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 272.1k $13.3m | Added +164.0k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 237.6k $11.7m | Added +69.2k |
| Employees Provident Fund Board 0.16% of their portfolio | 237.0k $11.6m | Reduced -13.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 234.4k $11.5m | Reduced -54.2k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 233.9k $11.4m | Added +11.1k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio | 228.3k $11.2m | Added +214.5k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 228.1k $11.2m | Reduced -1.4k |
| Cerity Partners LLC 0.02% of their portfolio | 212.3k $10.4m | Reduced -17.2k |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 200.4k $9.8m | Reduced -4.6k |
| ICICI Prudential Asset Management Co Ltd 1.01% of their portfolio | 196.2k $9.6m | Added +12.0k |
| Brandywine Global Investment Management, LLC 0.06% of their portfolio | 194.4k $9.3m | Added +18.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 190.9k $9.3m | Reduced -10.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 185.2k $9.1m | Reduced -4.3k |
| TOBAM 1.65% of their portfolio | 184.5k $9.0m | Reduced -67.2k |
| Vestcor Inc 0.28% of their portfolio | 182.5k $8.9m | Added +38.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 177.8k $8.7m | Reduced -38 |
| KBC Group NV 0.03% of their portfolio | 177.3k $8.7m | Added +2.0k |
| Tredje AP-fonden 0.08% of their portfolio | 173.6k $8.5m | Unchanged |
| FMR LLC 0.00% of their portfolio | 165.5k $8.1m | Added +42.2k |
| Schonfeld Strategic Advisors LLC 0.06% of their portfolio | 162.6k $8.0m | Reduced -1.3m |
| SEGALL BRYANT & HAMILL, LLC 0.11% of their portfolio | 160.6k $7.9m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 160.2k $7.8m | Added +56.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 159.6k $7.8m | Added +14.0k |
| SHEPHERD KAPLAN KROCHUK, LLC 5.40% of their portfolio | 146.4k $7.2m | Reduced -7.0k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 145.6k $7.1m | Reduced -34.1k |
| Hillman Capital Management, Inc. 2.42% of their portfolio | 144.0k $7.0m | Unchanged |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 143.9k $7.0m | Reduced -538 |
| Caisse de depot et placement du Quebec 0.01% of their portfolio | 143.2k $7.0m | Added +111.3k |
| Daiichi Life Insurance Co., Ltd. 0.18% of their portfolio | 143.2k $7.0m | Reduced -26.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 141.8k $6.9m | Reduced -5.3k |
| HRT FINANCIAL LP 0.04% of their portfolio | 140.9k $6.9m | Added +96.1k |
| Lifeworks Advisors, LLC 1.34% of their portfolio | 139.5k $6.8m | Added +8.8k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 138.7k $6.8m | Reduced -3.3k |
| DANSKE BANK A/S 0.02% of their portfolio | 138.1k $6.8m | Reduced -2.2k |