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 ($9.7m this quarter). Holder counts are more reliable. Shares outstanding: 298.1m as of 2026-03-05, 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 ≈ $22.27. Options: 18 managers hold calls ($128.0m notional), 24 hold puts ($156.9m).
Trends to Q1 2026
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 |
| Q2 2025 | 644 |
| Q3 2025 | 646 |
| Q4 2025 | 616 |
| Q1 2026 | 585 |
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 2024 | 287 | 282 |
| Q3 2024 | 297 | 283 |
| Q4 2024 | 284 | 321 |
| Q1 2025 | 283 | 306 |
| Q2 2025 | 374 | 265 |
| Q3 2025 | 352 | 311 |
| Q4 2025 | 268 | 367 |
| Q1 2026 | 319 | 275 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $110.1m | $161.2m | 1.46 |
| Q3 2025 | $126.0m | $148.2m | 1.18 |
| Q4 2025 | $101.0m | $139.2m | 1.38 |
| Q1 2026 | $128.0m | $156.9m | 1.23 |
Biggest buyers
| Invesco Ltd. | Added | +3.8m |
| UBS Group AG | Added | +3.2m |
| LAZARD ASSET MANAGEMENT LLC | New | +2.8m |
| CITADEL ADVISORS LLC | Added | +2.5m |
| TWO SIGMA INVESTMENTS, LP | Added | +2.3m |
| DIMENSIONAL FUND ADVISORS LP | Added | +1.9m |
| MORGAN STANLEY | Added | +1.9m |
| STATE STREET CORP | Added | +1.5m |
| HSBC HOLDINGS PLC | Added | +1.4m |
| Drexel Morgan & Co. | New | +1.0m |
Biggest sellers
| BlackRock, Inc. | Reduced | -7.8m |
| Beutel, Goodman & Co Ltd. | Sold out | -6.3m |
| TWO SIGMA ADVISERS, LP | Sold out | -5.4m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -3.1m |
| MARSHALL WACE, LLP | Sold out | -1.9m |
| Cerity Partners LLC | Reduced | -1.5m |
| Squarepoint Ops LLC | Sold out | -1.4m |
| Holocene Advisors, LP | Sold out | -626.6k |
| Ensign Peak Advisors, Inc | Reduced | -444.9k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -428.1k |
Biggest calls
| Squarepoint Ops LLC | Added | $26.2m1.2m shares |
| CITADEL ADVISORS LLC | Added | $18.9m848.6k shares |
| JANE STREET GROUP, LLC | Added | $15.9m715.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $15.6m700.2k shares |
| IMC-Chicago, LLC | Added | $11.0m491.8k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $9.8m441.2k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $7.1m316.9k shares |
| Walleye Capital LLC | Reduced | $6.6m297.6k shares |
| SIMPLEX TRADING, LLC | Added | $3.8m172.6k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $3.1m137.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $39.7m1.8m shares |
| CITADEL ADVISORS LLC | Added | $21.7m976.4k shares |
| PEAK6 LLC | New | $17.6m788.3k shares |
| JANE STREET GROUP, LLC | Added | $13.9m623.9k shares |
| IMC-Chicago, LLC | Added | $10.6m477.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $8.7m390.9k shares |
| D. E. Shaw & Co., Inc. | Added | $7.8m349.2k shares |
| Squarepoint Ops LLC | Added | $7.2m324.9k shares |
| SIMPLEX TRADING, LLC | Added | $5.4m242.3k shares |
| Walleye Capital LLC | Added | $5.2m232.8k 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 2026
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 2024 | 0 | — | 1 | $10.9k | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 2 | $837.2k | — |
| Q1 2025 | 0 | — | 2 | $183.8k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $325.1k | — |
| Q1 2026 | 0 | — | 1 | $71.6k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-01-09 | Sanzio Anthony EVP, Chief Comms Officer | Sold | $71.6k2.7k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 17.1m $381.1m | Reduced -7.8m |
| Invesco Ltd. 0.03% of their portfolio | 13.5m $300.6m | Added +3.8m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 13.2m $293.1m | First filing |
| STATE STREET CORP 0.01% of their portfolio | 12.5m $278.6m | Added +1.5m |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 10.2m $228.0m | Added +1.9m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 10.0m $222.9m | First filing |
| TWO SIGMA INVESTMENTS, LP 0.15% of their portfolio | 8.0m $177.1m | Added +2.3m |
| MORGAN STANLEY 0.01% of their portfolio | 6.4m $142.9m | Added +1.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 5.9m $131.8m | Added +412.5k |
| UBS Group AG 0.02% of their portfolio | 5.7m $126.9m | Added +3.2m |
| LSV ASSET MANAGEMENT 0.22% of their portfolio | 4.6m $103.3m | Added +860.5k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 4.1m $90.4m | Added +2.5m |
| BRANDYWINE MANAGERS, LLC 43.64% of their portfolio | 3.3m $74.1m | Unchanged |
| Bank of New York Mellon Corp 0.01% of their portfolio | 3.1m $68.8m | Added +40.3k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 2.8m $62.8m | Added +731.4k |
| LAZARD ASSET MANAGEMENT LLC 0.10% of their portfolio | 2.8m $61.3m | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 2.3m $51.1m | Reduced -69.0k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 2.3m $50.7m | Added +422.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.1m $46.8m | Added +117.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.0m $44.6m | Added +779.7k |
| BRANDYWINE TRUST CO 7.89% of their portfolio | 2.0m $43.5m | Unchanged |
| THOMPSON SIEGEL & WALMSLEY LLC 0.76% of their portfolio | 1.9m $42.9m | Added +600.5k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 1.9m $41.3m | Added +1.4m |
| Connor, Clark & Lunn Investment Management Ltd. 0.09% of their portfolio | 1.7m $38.5m | Added +637.3k |
| Ensign Peak Advisors, Inc 0.07% of their portfolio | 1.7m $38.0m | Reduced -444.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.6m $35.2m | Reduced -41.5k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 1.5m $32.3m | Added +784.7k |
| Quantinno Capital Management LP 0.05% of their portfolio | 1.3m $29.8m | Added +149.2k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.3m $28.1m | Added +545.0k |
| Cerity Partners LLC 0.04% of their portfolio | 1.1m $25.3m | Reduced -1.5m |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.1m $24.9m | First filing |
| Drexel Morgan & Co. 3.27% of their portfolio | 1.0m $22.3m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 957.7k $21.3m | Reduced -168.7k |
| FMR LLC 0.00% of their portfolio | 922.8k $20.5m | Reduced -252.7k |
| AE Wealth Management LLC 0.10% of their portfolio | 845.1k $18.8m | Added +37.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 829.9k $18.5m | Added +611.3k |
| Man Group plc 0.04% of their portfolio | 804.0k $17.9m | Added +188.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 774.0k $17.2m | Added +172.5k |
| GAMCO INVESTORS, INC. ET AL 0.16% of their portfolio | 711.8k $15.9m | Added +68.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 670.4k $14.9m | Added +243.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 650.7k $14.5m | Reduced -200.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 648.2k $14.4m | Added +237.9k |
| Amundi 0.00% of their portfolio | 604.4k $13.5m | Added +141.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 560.6k $12.5m | Reduced -325.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 544.7k $12.1m | Added +73.3k |
| Nuveen, LLC 0.00% of their portfolio | 514.1k $11.4m | Added +74.2k |
| Legal & General Group Plc 0.00% of their portfolio | 492.1k $11.0m | Added +30.2k |
| Gotham Asset Management, LLC 0.03% of their portfolio | 456.4k $10.2m | Added +57.2k |
| BARCLAYS PLC 0.00% of their portfolio | 449.6k $10.0m | Added +140.9k |
| GABELLI FUNDS LLC 0.07% of their portfolio | 448.8k $10.0m | Reduced -7.7k |
| Aquatic Capital Management LLC 0.29% of their portfolio | 448.3k $10.0m | Added +250.1k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 411.4k $9.2m | First filing |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 410.6k $9.1m | Reduced -391.8k |
| Swiss National Bank 0.00% of their portfolio | 383.4k $8.5m | Added +1.8k |
| CITIGROUP INC 0.01% of their portfolio | 368.8k $8.2m | Added +135.8k |
| FOUNDATION RESOURCE MANAGEMENT INC 0.89% of their portfolio | 356.6k $7.9m | New |
| California Public Employees Retirement System 0.00% of their portfolio | 338.8k $7.5m | Reduced -167.0k |
| PEAK6 LLC 0.22% of their portfolio | 335.4k $7.5m | Added +302.1k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 320.0k $7.1m | Added +1.7k |
| NOMURA HOLDINGS INC 0.06% of their portfolio | 316.5k $7.0m | Added +308.0k |
| Saba Capital Management, L.P. 0.23% of their portfolio | 315.4k $7.0m | Added +267.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 277.1k $6.2m | Reduced -3.4k |
| Lifeworks Advisors, LLC 0.78% of their portfolio | 273.7k $6.1m | Added +37.3k |
| LPL Financial LLC 0.00% of their portfolio | 265.1k $5.9m | Added +29.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 255.2k $5.7m | Added +164.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 251.3k $5.6m | Added +45.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 243.7k $5.4m | Reduced -27.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 239.1k $5.3m | Reduced -428.1k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 237.6k $5.4m | Unchanged |
| Quinn Opportunity Partners LLC 0.28% of their portfolio | 236.9k $5.3m | Added +80.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 227.1k $5.1m | Added +44.0k |
| MAC Alpha Capital Management, LP 2.95% of their portfolio | 226.9k $5.1m | Added +9.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 219.2k $4.9m | Added +2.3k |
| IMC-Chicago, LLC 0.07% of their portfolio | 218.2k $4.9m | Added +167.2k |
| SummitTX Capital, L.P. 0.15% of their portfolio | 211.6k $4.7m | Added +26.3k |
| HUSSMAN STRATEGIC ADVISORS, INC. 1.01% of their portfolio | 210.0k $4.7m | Added +105.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 195.2k $5.4m | Reduced -4.4k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.38% of their portfolio | 190.2k $4.2m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 183.2k $4.1m | Reduced -663 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 178.2k $4.0m | First filing |
| Monte Financial Group, LLC 1.39% of their portfolio | 176.2k $3.9m | Added +23.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 174.0k $3.9m | Unchanged |
| BRANDES INVESTMENT PARTNERS, LP 0.03% of their portfolio | 167.2k $3.7m | Added +54.2k |
| Hillman Capital Management, Inc. 2.57% of their portfolio | 166.2k $3.7m | Added +25.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 162.8k $3.6m | Added +33.9k |
| Tidal Investments LLC 0.01% of their portfolio | 160.6k $3.6m | Added +134.7k |
| Susquehanna Portfolio Strategies, LLC 0.05% of their portfolio | 158.2k $3.5m | Reduced -2.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 158.0k $3.5m | Added +56.3k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.18% of their portfolio | 157.7k $3.3m | Added +86.0k |
| Eliot Finkel Investment Counsel, LLC 1.90% of their portfolio | 156.7k $3.5m | Added +13.9k |
| XTX Topco Ltd 0.06% of their portfolio | 156.6k $3.5m | Added +95.5k |
| LBP AM SA 0.05% of their portfolio | 155.7k $3.5m | Reduced -25.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 152.9k $3.4m | Added +4.0k |
| Pinnacle Financial Partners, Inc. 0.02% of their portfolio | 145.2k $3.2m | New |
| HRT FINANCIAL LP 0.01% of their portfolio | 144.8k $3.2m | New |
| Mountain Hill Investment Partners Corp. 1.83% of their portfolio | 138.9k $3.1m | New |
| Sciencast Management LP 0.38% of their portfolio | 135.0k $3.0m | New |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 130.6k $2.9m | Added +61.3k |
| Walleye Capital LLC 0.02% of their portfolio | 129.7k $2.9m | Added +108.7k |
| Waldron Private Wealth LLC 0.11% of their portfolio | 128.7k $2.9m | Reduced -1.7k |