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 ($13.0m this quarter). Holder counts are more reliable. Shares outstanding: 298.1m as of 2024-11-25, 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 ≈ $41.84. Options: 19 managers hold calls ($61.3m notional), 20 hold puts ($105.4m).
Trends to Q4 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 |
| Q4 2024 | 631 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2024 | 284 | 321 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $58.7m | $73.4m | 1.25 |
| Q2 2024 | $77.4m | $57.1m | 0.74 |
| Q3 2024 | $69.6m | $80.1m | 1.15 |
| Q4 2024 | $61.3m | $105.4m | 1.72 |
Biggest buyers
| TWO SIGMA ADVISERS, LP | Added | +1.6m |
| Man Group plc | Added | +1.3m |
| Invesco Ltd. | Added | +1.3m |
| UBS Group AG | Added | +1.2m |
| MORGAN STANLEY | Added | +1.1m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.1m |
| DEUTSCHE BANK AG\ | Added | +966.0k |
| Balyasny Asset Management L.P. | New | +924.6k |
| Cerity Partners LLC | Added | +625.0k |
| Nuveen Asset Management, LLC | Added | +579.3k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -1.6m |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -744.7k |
| NORGES BANK | Reduced | -532.1k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -375.3k |
| AMF Tjanstepension AB | Reduced | -342.8k |
| ARMISTICE CAPITAL, LLC | Sold out | -335.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -328.9k |
| Point72 Asset Management, L.P. | Sold out | -304.5k |
| STATE STREET CORP | Reduced | -301.6k |
| MARSHALL WACE, LLP | Sold out | -272.1k |
Biggest calls
| MILLENNIUM MANAGEMENT LLC | Added | $11.3m271.0k shares |
| CITADEL ADVISORS LLC | Reduced | $9.1m218.0k shares |
| Jefferies Financial Group Inc. | Reduced | $6.9m165.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.2m147.2k shares |
| Walleye Capital LLC | Added | $5.7m136.4k shares |
| Walleye Trading LLC | Added | $4.3m102.1k shares |
| Cubist Systematic Strategies, LLC | Added | $4.1m97.9k shares |
| GROUP ONE TRADING LLC | Added | $3.0m71.9k shares |
| SIMPLEX TRADING, LLC | Added | $2.9m68.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $1.9m44.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $41.1m981.8k shares |
| CITADEL ADVISORS LLC | Added | $24.0m573.0k shares |
| GROUP ONE TRADING LLC | Added | $6.4m152.1k shares |
| WOLVERINE TRADING, LLC | Added | $3.7m89.4k shares |
| Balyasny Asset Management L.P. | New | $3.1m75.0k shares |
| IMC-Chicago, LLC | Added | $3.0m71.2k shares |
| Squarepoint Ops LLC | Reduced | $2.9m70.1k shares |
| Walleye Capital LLC | Reduced | $2.9m69.7k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $2.8m66.8k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $2.5m60.0k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2024 | 0 | — | 2 | $837.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-10-03 | Sanzio Anthony Executive Vice President | Sold | $187.5k4.0k shares |
| 2024-10-01 | Polomski Stanley Senior VP and Controller | Sold | $649.7k13.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 23.6m $989.4m | Added +447.2k |
| BlackRock, Inc. 0.02% of their portfolio | 18.8m $788.0m | Added +438.3k |
| STATE STREET CORP 0.02% of their portfolio | 9.7m $408.2m | Reduced -301.6k |
| VAN ECK ASSOCIATES CORP 0.50% of their portfolio | 9.2m $387.3m | Added +531.3k |
| Beutel, Goodman & Co Ltd. 1.58% of their portfolio | 6.9m $290.0m | Added +35.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 5.3m $222.4m | Added +57.7k |
| BRANDYWINE TRUST CO 32.15% of their portfolio | 4.9m $203.9m | Added +84.8k |
| MORGAN STANLEY 0.01% of their portfolio | 4.8m $199.5m | Added +1.1m |
| Invesco Ltd. 0.04% of their portfolio | 4.6m $194.6m | Added +1.3m |
| Bank of New York Mellon Corp 0.03% of their portfolio | 4.2m $177.5m | Added +199.5k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 4.0m $168.8m | Added +550.2k |
| LSV ASSET MANAGEMENT 0.39% of their portfolio | 4.0m $166.8m | Added +32.3k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 2.7m $111.5m | Added +966.0k |
| TWO SIGMA ADVISERS, LP 0.22% of their portfolio | 2.2m $93.9m | Added +1.6m |
| UBS Group AG 0.02% of their portfolio | 2.1m $88.5m | Added +1.2m |
| RENAISSANCE TECHNOLOGIES LLC 0.13% of their portfolio | 2.1m $86.9m | Reduced -375.3k |
| Ensign Peak Advisors, Inc 0.15% of their portfolio | 2.1m $86.1m | Added +96.4k |
| TWO SIGMA INVESTMENTS, LP 0.19% of their portfolio | 2.0m $83.7m | Added +1.1m |
| Amundi 0.03% of their portfolio | 2.0m $76.8m | Added +377.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.9m $80.4m | Reduced -44.6k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 1.8m $76.3m | Added +579.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.8m $75.8m | Reduced -23.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.8m $74.9m | Added +21.8k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.7m $69.4m | Reduced -248.3k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 1.5m $63.4m | Added +24.4k |
| Man Group plc 0.18% of their portfolio | 1.4m $58.9m | Added +1.3m |
| BROWN ADVISORY INC 0.07% of their portfolio | 1.4m $58.1m | Added +61.2k |
| Legal & General Group Plc 0.01% of their portfolio | 1.2m $52.2m | Reduced -156.8k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 1.2m $50.9m | Reduced -164.2k |
| NORGES BANK 0.01% of their portfolio | 1.2m $50.9m | Reduced -532.1k |
| Raiffeisen Bank International AG 0.73% of their portfolio | 1.2m $48.5m | First filing |
| BARCLAYS PLC 0.02% of their portfolio | 1.1m $46.8m | Added +424.8k |
| TD Asset Management Inc 0.04% of their portfolio | 1.0m $42.6m | Reduced -7.1k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 1.0m $42.4m | Added +18.7k |
| Balyasny Asset Management L.P. 0.09% of their portfolio | 924.6k $38.7m | New |
| California Public Employees Retirement System 0.03% of their portfolio | 907.8k $38.0m | Added +10.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 899.4k $37.7m | Reduced -1.6m |
| GAMCO INVESTORS, INC. ET AL 0.37% of their portfolio | 839.9k $35.2m | Added +158.2k |
| Cerity Partners LLC 0.08% of their portfolio | 837.3k $35.1m | Added +625.0k |
| GABELLI FUNDS LLC 0.24% of their portfolio | 747.3k $31.3m | Added +6.0k |
| ExodusPoint Capital Management, LP 0.30% of their portfolio | 698.7k $29.3m | Added +179.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 633.2k $26.5m | Reduced -70.5k |
| Swiss National Bank 0.02% of their portfolio | 546.5k $22.9m | Reduced -27.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 519.2k $21.7m | Reduced -31.3k |
| AVIVA PLC 0.06% of their portfolio | 515.6k $21.6m | Reduced -9.9k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 508.9k $21.3m | First filing |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 447.9k $18.8m | Reduced -744.7k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 441.2k $18.5m | Added +72.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 433.9k $18.2m | New |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 429.6k $18.0m | Added +42.6k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 420.5k $17.6m | Added +8.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 399.9k $16.7m | Added +67.0k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 387.8k $16.2m | Added +376.0k |
| Aberdeen Group plc 0.03% of their portfolio | 381.3k $15.9m | Reduced -13.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 381.3k $15.9m | Added +12.3k |
| CITIGROUP INC 0.02% of their portfolio | 379.3k $15.9m | Added +73.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 365.1k $15.3m | Added +38.5k |
| Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio | 360.8k $15.1m | Added +28.9k |
| Galvin, Gaustad & Stein, LLC 1.32% of their portfolio | 352.6k $14.8m | New |
| Swedbank AB 0.02% of their portfolio | 346.8k $14.5m | Reduced -4.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 345.0k $14.4m | Reduced -248.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 326.6k $13.6m | Added +19.3k |
| Squarepoint Ops LLC 0.03% of their portfolio | 320.0k $13.4m | Reduced -40.3k |
| Aquatic Capital Management LLC 0.36% of their portfolio | 314.9k $13.2m | Added +204.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 281.8k $11.8m | Reduced -328.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 265.5k $11.1m | Reduced -13.1k |
| Asset Management One Co., Ltd. 0.04% of their portfolio | 262.1k $11.0m | Reduced -14.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 250.1k $10.5m | Reduced -121.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 249.8k $10.5m | First filing |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 237.6k $9.8m | Unchanged |
| Employees Provident Fund Board 0.12% of their portfolio | 237.0k $9.9m | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio | 234.3k $9.8m | Added +6.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 232.5k $9.7m | Added +188.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 230.1k $9.6m | Reduced -58.6k |
| Savoir Faire Capital Management, L.P. 4.54% of their portfolio | 228.1k $9.6m | Added +158.2k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 224.7k $9.4m | Reduced -3.5k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 202.9k $8.5m | Reduced -214.8k |
| ICICI Prudential Asset Management Co Ltd 0.92% of their portfolio | 200.0k $8.4m | Added +3.9k |
| Verition Fund Management LLC 0.04% of their portfolio | 199.6k $8.4m | Reduced -112.7k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 197.9k $8.2m | Reduced -36.1k |
| LBP AM SA 0.11% of their portfolio | 193.1k $8.1m | New |
| STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio | 192.0k $8.0m | Reduced -8.4k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 190.9k $8.0m | Unchanged |
| Handelsbanken Fonder AB 0.03% of their portfolio | 186.3k $7.8m | Added +115.1k |
| Brandywine Global Investment Management, LLC 0.05% of their portfolio | 180.3k $7.5m | Reduced -14.1k |
| KBC Group NV 0.02% of their portfolio | 176.7k $7.4m | Reduced -569 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 176.4k $7.4m | Reduced -1.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 173.8k $7.3m | Reduced -11.4k |
| Lifeworks Advisors, LLC 1.30% of their portfolio | 172.2k $7.2m | Added +32.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 171.1k $7.2m | Reduced -63.3k |
| QSM Asset Management Ltd 5.63% of their portfolio | 158.5k $6.6m | First filing |
| Korea Investment CORP 0.02% of their portfolio | 157.9k $6.6m | Added +127.3k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.04% of their portfolio | 157.5k $6.6m | New |
| FMR LLC 0.00% of their portfolio | 156.3k $6.5m | Reduced -9.2k |
| Andra AP-fonden 0.10% of their portfolio | 156.3k $6.5m | New |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 148.9k $6.2m | Added +10.2k |
| HUSSMAN STRATEGIC ADVISORS, INC. 1.82% of their portfolio | 147.0k $6.2m | Added +84.0k |
| DANSKE BANK A/S 0.02% of their portfolio | 144.3k $6.0m | Added +6.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 143.9k $6.0m | Reduced -16.4k |
| Caisse de depot et placement du Quebec 0.01% of their portfolio | 143.1k $6.0m | Reduced -100 |