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 ($10.5m this quarter). Holder counts are more reliable. Shares outstanding: 298.2m as of 2025-02-27, 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 ≈ $39.91. Options: 17 managers hold calls ($84.2m notional), 21 hold puts ($72.5m).
Trends to Q1 2025
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 |
| Q1 2025 | 637 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2025 | 283 | 306 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $77.4m | $57.1m | 0.74 |
| Q3 2024 | $69.6m | $80.1m | 1.15 |
| Q4 2024 | $61.3m | $105.4m | 1.72 |
| Q1 2025 | $84.2m | $72.5m | 0.86 |
Biggest buyers
| BlackRock, Inc. | Added | +4.1m |
| FIL Ltd | New | +2.3m |
| STATE STREET CORP | Added | +2.1m |
| Beutel, Goodman & Co Ltd. | Added | +902.6k |
| FMR LLC | Added | +671.9k |
| VANGUARD GROUP INC | Added | +494.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +358.0k |
| Quantinno Capital Management LP | Added | +355.9k |
| VAN ECK ASSOCIATES CORP | Added | +341.9k |
| KBC Group NV | Added | +321.5k |
Biggest sellers
| TWO SIGMA INVESTMENTS, LP | Reduced | -1.6m |
| FRANKLIN RESOURCES INC | Reduced | -1.5m |
| CITADEL ADVISORS LLC | Reduced | -1.4m |
| BROWN ADVISORY INC | Reduced | -1.3m |
| TWO SIGMA ADVISERS, LP | Reduced | -990.1k |
| MORGAN STANLEY | Reduced | -871.6k |
| Balyasny Asset Management L.P. | Reduced | -799.9k |
| ExodusPoint Capital Management, LP | Reduced | -693.6k |
| UBS Group AG | Reduced | -690.6k |
| Man Group plc | Reduced | -595.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $13.0m325.0k shares |
| JANE STREET GROUP, LLC | Added | $12.2m306.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $9.6m239.4k shares |
| CITADEL ADVISORS LLC | Reduced | $7.1m178.4k shares |
| Walleye Capital LLC | Added | $6.8m170.5k shares |
| Walleye Trading LLC | Added | $5.9m146.9k shares |
| Squarepoint Ops LLC | Added | $4.8m119.9k shares |
| SIMPLEX TRADING, LLC | Added | $4.5m111.8k shares |
| PEAK6 LLC | Added | $4.4m110.7k shares |
| Cubist Systematic Strategies, LLC | Added | $4.1m102.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $18.6m466.6k shares |
| CITADEL ADVISORS LLC | Reduced | $12.4m311.3k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $8.1m203.7k shares |
| Squarepoint Ops LLC | Added | $7.3m182.7k shares |
| Walleye Capital LLC | Added | $3.4m86.3k shares |
| SIMPLEX TRADING, LLC | Added | $3.1m77.4k shares |
| MILLENNIUM MANAGEMENT LLC | New | $3.1m76.5k shares |
| Walleye Trading LLC | Added | $2.3m58.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.3m58.8k shares |
| GROUP ONE TRADING LLC | Reduced | $2.2m54.9k 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 Q1 2025
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2025 | 0 | — | 2 | $183.8k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-31 | Brawley Charles A. III EVP, Gen Counsel, and Corp Sec | Sold | $100.0k2.5k shares |
| 2025-01-03 | Sanzio Anthony Executive Vice President | Sold | $83.8k2.0k 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 24.1m $962.9m | Added +494.6k |
| BlackRock, Inc. 0.02% of their portfolio | 22.9m $914.6m | Added +4.1m |
| STATE STREET CORP 0.02% of their portfolio | 11.8m $471.5m | Added +2.1m |
| VAN ECK ASSOCIATES CORP 0.49% of their portfolio | 9.6m $382.8m | Added +341.9k |
| Beutel, Goodman & Co Ltd. 1.80% of their portfolio | 7.8m $312.5m | Added +902.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 5.5m $217.1m | Added +131.5k |
| Invesco Ltd. 0.04% of their portfolio | 5.0m $198.2m | Added +320.1k |
| BRANDYWINE TRUST CO 30.13% of their portfolio | 4.9m $194.3m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 4.0m $159.3m | Reduced -40.5k |
| MORGAN STANLEY 0.01% of their portfolio | 3.9m $155.4m | Reduced -871.6k |
| LSV ASSET MANAGEMENT 0.37% of their portfolio | 3.9m $154.5m | Reduced -113.5k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 3.7m $146.0m | Reduced -581.1k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 2.6m $105.4m | Reduced -22.6k |
| FIL Ltd 0.09% of their portfolio | 2.3m $91.8m | New |
| Ensign Peak Advisors, Inc 0.17% of their portfolio | 2.2m $87.5m | Added +134.6k |
| Amundi 0.03% of their portfolio | 2.1m $82.9m | Added +124.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.9m $77.1m | Added +10.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.11% of their portfolio | 1.9m $74.3m | Reduced -211.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.8m $72.5m | Added +27.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.8m $71.6m | Reduced -15.3k |
| Nuveen, LLC 0.02% of their portfolio | 1.6m $65.6m | First filing |
| NORGES BANK 0.01% of their portfolio | 1.4m $57.1m | Added +215.5k |
| UBS Group AG 0.01% of their portfolio | 1.4m $56.8m | Reduced -690.6k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 1.4m $56.1m | Added +188.8k |
| Legal & General Group Plc 0.01% of their portfolio | 1.3m $50.2m | Added +11.7k |
| TWO SIGMA ADVISERS, LP 0.11% of their portfolio | 1.3m $50.0m | Reduced -990.1k |
| Raiffeisen Bank International AG 0.72% of their portfolio | 1.1m $45.3m | Reduced -30.0k |
| Cerity Partners LLC 0.09% of their portfolio | 1.1m $42.7m | Added +231.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.0m $41.8m | Added +147.9k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 1.0m $41.5m | Added +28.5k |
| BARCLAYS PLC 0.02% of their portfolio | 1.0m $40.5m | Reduced -104.0k |
| TD Asset Management Inc 0.04% of their portfolio | 965.4k $38.5m | Reduced -52.2k |
| California Public Employees Retirement System 0.02% of their portfolio | 884.6k $35.3m | Reduced -23.2k |
| GAMCO INVESTORS, INC. ET AL 0.39% of their portfolio | 877.6k $35.0m | Added +37.7k |
| FMR LLC 0.00% of their portfolio | 828.2k $33.1m | Added +671.9k |
| Man Group plc 0.10% of their portfolio | 811.3k $32.4m | Reduced -595.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio | 792.0k $31.6m | Added +358.0k |
| GABELLI FUNDS LLC 0.23% of their portfolio | 766.9k $30.6m | Added +19.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 660.5k $26.4m | Added +27.4k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 606.3k $24.2m | Added +97.5k |
| AVIVA PLC 0.06% of their portfolio | 604.8k $24.1m | Added +89.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 566.0k $22.6m | Added +46.9k |
| Swiss National Bank 0.02% of their portfolio | 546.5k $21.8m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 514.4k $20.5m | Added +66.5k |
| KBC Group NV 0.06% of their portfolio | 498.2k $19.9m | Added +321.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 493.4k $19.7m | First filing |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 476.5k $19.0m | Added +226.4k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 463.8k $18.5m | Added +43.3k |
| Quantinno Capital Management LP 0.11% of their portfolio | 422.2k $16.9m | Added +355.9k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 421.2k $16.8m | Reduced -8.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 415.8k $16.6m | Added +50.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 393.5k $15.9m | Added +12.2k |
| CITIGROUP INC 0.01% of their portfolio | 391.1k $15.6m | Added +11.8k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 375.5k $15.0m | Reduced -1.6m |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.10% of their portfolio | 346.7k $13.8m | First filing |
| Aquatic Capital Management LLC 0.35% of their portfolio | 345.9k $13.8m | Added +31.0k |
| Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio | 341.5k $13.6m | Reduced -19.2k |
| Galvin, Gaustad & Stein, LLC 1.20% of their portfolio | 336.2k $13.4m | Reduced -16.4k |
| Verition Fund Management LLC 0.08% of their portfolio | 332.1k $13.3m | Added +132.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 327.1k $13.1m | Added +484 |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 307.3k $12.3m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 281.4k $11.2m | Reduced -159.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 280.3k $11.2m | Reduced -1.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 258.6k $10.3m | Reduced -6.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 238.8k $9.5m | Reduced -11.1k |
| Employees Provident Fund Board 0.11% of their portfolio | 237.0k $9.5m | Unchanged |
| Asset Management One Co., Ltd. 0.03% of their portfolio | 232.1k $9.3m | Reduced -30.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 230.2k $9.2m | Added +88 |
| ICICI Prudential Asset Management Co Ltd 1.20% of their portfolio | 230.0k $9.2m | Added +30.0k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 229.2k $9.2m | Added +4.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 227.3k $9.1m | Added +53.5k |
| Quantbot Technologies LP 0.29% of their portfolio | 226.3k $9.0m | Added +169.9k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 222.3k $8.7m | Reduced -15.2k |
| Freestone Grove Partners LP 0.09% of their portfolio | 216.3k $8.6m | New |
| Lifeworks Advisors, LLC 1.40% of their portfolio | 211.6k $8.4m | Added +39.4k |
| Wealthfront Advisers LLC 0.02% of their portfolio | 198.9k $7.9m | Added +65.0k |
| QSM Asset Management Ltd 6.03% of their portfolio | 198.5k $8.0m | Added +40.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 190.9k $7.6m | Unchanged |
| LBP AM SA 0.12% of their portfolio | 187.9k $7.5m | Reduced -5.2k |
| Handelsbanken Fonder AB 0.03% of their portfolio | 186.1k $7.4m | Reduced -166 |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 182.9k $7.3m | Reduced -15.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 179.5k $7.2m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 174.0k $6.9m | Reduced -2.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 173.6k $6.9m | Added +31.8k |
| Brandywine Global Investment Management, LLC 0.05% of their portfolio | 171.9k $6.9m | Reduced -8.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 171.1k $6.8m | Added +40.9k |
| HUSSMAN STRATEGIC ADVISORS, INC. 1.63% of their portfolio | 168.0k $6.7m | Added +21.0k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 156.9k $6.3m | Reduced -46.0k |
| Caisse de depot et placement du Quebec 0.01% of their portfolio | 156.8k $6.3m | Added +13.6k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.04% of their portfolio | 156.0k $6.2m | Reduced -1.5k |
| Monte Financial Group, LLC 2.45% of their portfolio | 149.4k $5.6m | Added +24.9k |
| STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio | 146.0k $5.8m | Reduced -45.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 143.1k $5.7m | Reduced -1.5m |
| Aberdeen Group plc 0.01% of their portfolio | 142.8k $5.8m | Reduced -238.5k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 138.6k $5.5m | Reduced -10.3k |
| INTECH INVESTMENT MANAGEMENT LLC 0.06% of their portfolio | 137.9k $5.5m | Reduced -817 |
| DANSKE BANK A/S 0.02% of their portfolio | 136.8k $5.5m | Reduced -7.5k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% of their portfolio | 136.4k $5.4m | Unchanged |
| TrueMark Investments, LLC 1.41% of their portfolio | 135.0k $5.4m | Added +124.5k |
| SHEPHERD KAPLAN KROCHUK, LLC 4.59% of their portfolio | 134.4k $5.4m | Unchanged |