CONAGRA BRANDS INC CAG
COM · Common Stock · CUSIP 205887102 · ISIN US2058871029
- SectorConsumer staples
- IndustryFood and Kindred Products
- HeadquartersChicago, IL
- Founded1919
- Websiteconagrabrands.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 ($53.8m this quarter). Holder counts are more reliable. Shares outstanding: 477.4m as of 2025-06-22, 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 ≈ $20.48. Options: 21 managers hold calls ($80.3m notional), 16 hold puts ($51.8m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 803 |
| Q4 2022 | 878 |
| Q1 2023 | 893 |
| Q2 2023 | 868 |
| Q3 2023 | 813 |
| Q4 2023 | 854 |
| Q1 2024 | 849 |
| Q2 2024 | 873 |
| Q3 2024 | 874 |
| Q4 2024 | 851 |
| Q1 2025 | 840 |
| Q2 2025 | 840 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 360 | 438 |
| Q4 2023 | 351 | 421 |
| Q1 2024 | 394 | 380 |
| Q2 2024 | 438 | 347 |
| Q3 2024 | 385 | 432 |
| Q4 2024 | 358 | 450 |
| Q1 2025 | 401 | 375 |
| Q2 2025 | 464 | 369 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $143.9m | $59.8m | 0.42 |
| Q4 2024 | $71.1m | $63.1m | 0.89 |
| Q1 2025 | $94.7m | $42.3m | 0.45 |
| Q2 2025 | $80.3m | $51.8m | 0.65 |
Biggest buyers
| AMERIPRISE FINANCIAL INC | Added | +4.2m |
| DIMENSIONAL FUND ADVISORS LP | Added | +3.9m |
| Pacer Advisors, Inc. | Added | +3.8m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +3.3m |
| Robeco Institutional Asset Management B.V. | Added | +3.1m |
| MILLENNIUM MANAGEMENT LLC | Added | +2.7m |
| Cullen Capital Management, LLC | Added | +2.7m |
| NORGES BANK | Added | +2.3m |
| Qube Research & Technologies Ltd | New | +1.7m |
| Trexquant Investment LP | Added | +1.5m |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -6.7m |
| CITADEL ADVISORS LLC | Reduced | -2.9m |
| MACQUARIE GROUP LTD | Reduced | -2.8m |
| Point72 Asset Management, L.P. | Sold out | -1.5m |
| Freestone Grove Partners LP | Sold out | -1.4m |
| KBC Group NV | Reduced | -1.2m |
| HRT FINANCIAL LP | Sold out | -1.1m |
| JPMORGAN CHASE & CO | Reduced | -940.4k |
| JANE STREET GROUP, LLC | Reduced | -839.5k |
| SEI INVESTMENTS CO | Reduced | -741.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.0m536.5k shares |
| Lombard Odier Asset Management (USA) Corp | Unchanged | $10.2m500.0k shares |
| Walleye Capital LLC | Added | $10.0m486.6k shares |
| Walleye Trading LLC | Added | $7.2m350.8k shares |
| CITADEL ADVISORS LLC | Reduced | $6.8m332.5k shares |
| IMC-Chicago, LLC | Added | $5.7m280.6k shares |
| JANE STREET GROUP, LLC | Reduced | $5.6m271.5k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $5.1m249.1k shares |
| SIMPLEX TRADING, LLC | Added | $4.3m209.6k shares |
| Verition Fund Management LLC | Added | $3.1m153.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $19.8m965.3k shares |
| CITADEL ADVISORS LLC | Added | $10.6m520.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $4.4m215.6k shares |
| Walleye Capital LLC | Added | $4.1m198.6k shares |
| WOLVERINE TRADING, LLC | Added | $2.4m118.2k shares |
| Verition Fund Management LLC | Added | $2.3m111.8k shares |
| BARCLAYS PLC | Reduced | $2.0m100.0k shares |
| Walleye Trading LLC | Added | $1.7m81.6k shares |
| JANE STREET GROUP, LLC | Added | $1.4m66.3k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $1.1m52.6k 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 |
|---|---|
| BlackRock, Inc. 13G · institution +5.3 pts · filed 2026-07-08 | 13.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution +1.1 pts · filed 2026-07-31 | 6.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution -2.1 pts · filed 2026-07-31 | 5.3% |
Fell to 5% or below in the last year: STATE STREET CORP (3.5%, 2026-08-07), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 1 | $2.5m | — |
| Q4 2023 | 1 | $252.3k | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 1 | $469.0k | — |
| Q3 2024 | 0 | — | 1 | $1.2m | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 61.4m $1.3bn | Added +966.0k |
| BlackRock, Inc. 0.02% of their portfolio | 51.5m $1.1bn | Added +1.1m |
| STATE STREET CORP 0.02% of their portfolio | 26.2m $536.4m | Added +588.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 12.9m $262.4m | Added +193.8k |
| Invesco Ltd. 0.04% of their portfolio | 12.4m $254.1m | Added +554.1k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 12.1m $246.8m | Added +3.9m |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 10.1m $207.7m | Added +4.2m |
| NORDEA INVESTMENT MANAGEMENT AB 0.19% of their portfolio | 10.1m $206.5m | Reduced -677.1k |
| MORGAN STANLEY 0.01% of their portfolio | 9.5m $194.6m | Reduced -461.4k |
| NORGES BANK 0.02% of their portfolio | 8.4m $172.5m | Added +2.3m |
| AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio | 6.8m $138.3m | Reduced -188.1k |
| TWO SIGMA ADVISERS, LP 0.26% of their portfolio | 6.3m $128.7m | Reduced -472.4k |
| LSV ASSET MANAGEMENT 0.30% of their portfolio | 6.2m $126.2m | Reduced -453.3k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.40% of their portfolio | 6.0m $122.7m | Reduced -139.2k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 5.8m $118.2m | Added +216.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 5.4m $110.1m | Reduced -6.7m |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 5.1m $105.3m | Added +1.0m |
| Bank of New York Mellon Corp 0.02% of their portfolio | 5.0m $102.4m | Reduced -115.1k |
| MACQUARIE GROUP LTD 0.12% of their portfolio | 5.0m $101.6m | Reduced -2.8m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 4.9m $101.1m | Added +17.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 4.7m $95.8m | Added +1.1m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 4.2m $85.6m | Reduced -145.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 4.2m $85.6m | Added +199.5k |
| Robeco Institutional Asset Management B.V. 0.14% of their portfolio | 4.1m $84.3m | Added +3.1m |
| Amundi 0.03% of their portfolio | 4.0m $89.4m | Added +94.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.30% of their portfolio | 3.9m $80.6m | Added +3.3m |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 3.9m $79.0m | Added +2.7m |
| Pacer Advisors, Inc. 0.20% of their portfolio | 3.8m $77.8m | Added +3.8m |
| PRUDENTIAL FINANCIAL INC 0.09% of their portfolio | 3.6m $72.9m | Added +834.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 3.5m $72.6m | Added +170.3k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 3.5m $72.4m | Added +387.1k |
| UBS Group AG 0.01% of their portfolio | 3.4m $69.9m | Added +98.5k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 2.9m $60.1m | Reduced -2.9m |
| THOMPSON SIEGEL & WALMSLEY LLC 1.01% of their portfolio | 2.9m $60.1m | Added +816.2k |
| Cullen Capital Management, LLC 0.64% of their portfolio | 2.7m $56.1m | Added +2.7m |
| Brandywine Global Investment Management, LLC 0.39% of their portfolio | 2.7m $55.3m | Added +10.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.6m $53.3m | Reduced -940.4k |
| TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio | 2.5m $50.3m | Reduced -310.1k |
| Legal & General Group Plc 0.01% of their portfolio | 2.4m $49.2m | Reduced -566.4k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 2.4m $48.0m | Added +993.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 2.2m $45.8m | Added +1.4m |
| FMR LLC 0.00% of their portfolio | 2.1m $42.5m | Added +635.6k |
| Trexquant Investment LP 0.41% of their portfolio | 1.8m $36.7m | Added +1.5m |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 1.7m $35.4m | New |
| California Public Employees Retirement System 0.02% of their portfolio | 1.7m $33.9m | Reduced -472.2k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.16% of their portfolio | 1.6m $32.5m | Added +1.2m |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 1.5m $30.0m | Reduced -70.4k |
| Swiss National Bank 0.02% of their portfolio | 1.4m $29.6m | Added +98.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 1.4m $29.0m | Added +114.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.3m $27.5m | Added +619.8k |
| CITIGROUP INC 0.02% of their portfolio | 1.3m $26.3m | Added +756.2k |
| Assenagon Asset Management S.A. 0.04% of their portfolio | 1.3m $25.8m | Added +45.8k |
| BARCLAYS PLC 0.01% of their portfolio | 1.3m $25.8m | Reduced -458.0k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 1.3m $25.6m | Added +208.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 1.2m $25.5m | Added +182.2k |
| Junto Capital Management LP 0.51% of their portfolio | 1.2m $24.0m | New |
| Squarepoint Ops LLC 0.05% of their portfolio | 1.1m $23.3m | Added +775.1k |
| Retirement Systems of Alabama 0.08% of their portfolio | 1.1m $22.7m | Reduced -18.0k |
| Nuveen, LLC 0.01% of their portfolio | 1.1m $22.3m | Reduced -6.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 1.1m $22.0m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 1.1m $21.8m | Added +97.4k |
| Swedbank AB 0.02% of their portfolio | 1.0m $21.2m | First filing |
| MARSHALL WACE, LLP 0.02% of their portfolio | 1.0m $20.5m | Added +990.1k |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.73% of their portfolio | 974.0k $19.9m | Reduced -918 |
| Man Group plc 0.04% of their portfolio | 959.1k $19.6m | Added +890.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 931.4k $19.1m | Added +56.5k |
| MILLER HOWARD INVESTMENTS INC /NY 0.60% of their portfolio | 930.0k $19.0m | Reduced -170.0k |
| Ensign Peak Advisors, Inc 0.03% of their portfolio | 917.5k $18.8m | Added +149.6k |
| TUDOR INVESTMENT CORP ET AL 0.14% of their portfolio | 912.9k $18.7m | Added +574.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 911.2k $18.7m | Added +347.2k |
| UMB Bank, n.a. 0.28% of their portfolio | 888.7k $18.2m | Added +785 |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 866.9k $17.7m | Reduced -7.1k |
| Gotham Asset Management, LLC 0.11% of their portfolio | 859.7k $17.6m | Added +293.9k |
| KBC Group NV 0.05% of their portfolio | 841.5k $17.2m | Reduced -1.2m |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.34% of their portfolio | 831.4k $17.0m | Reduced -12.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 827.1k $16.9m | Reduced -15.0k |
| KLCM Advisors, Inc. 1.76% of their portfolio | 807.8k $16.5m | Added +1.9k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 795.0k $16.3m | Added +577.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 784.7k $16.1m | Reduced -206.1k |
| Quantinno Capital Management LP 0.06% of their portfolio | 701.5k $14.4m | Added +552.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 699.6k $14.3m | Added +58.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 699.6k $14.3m | Reduced -43.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 695.7k $14.2m | Reduced -228.3k |
| M&T Bank Corp 0.05% of their portfolio | 656.9k $13.4m | Reduced -17.3k |
| AXA S.A. 0.04% of their portfolio | 655.9k $13.4m | Added +245.0k |
| Quantbot Technologies LP 0.34% of their portfolio | 651.2k $13.3m | Added +629.4k |
| Mitsubishi UFJ Trust & Banking Corp 0.03% of their portfolio | 641.3k $13.1m | Added +127.6k |
| AustralianSuper Pty Ltd 0.07% of their portfolio | 637.6k $13.1m | Added +316.4k |
| AE Wealth Management LLC 0.09% of their portfolio | 633.5k $13.0m | Added +164.9k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 624.4k $12.8m | New |
| Holocene Advisors, LP 0.03% of their portfolio | 619.4k $12.7m | Added +144.5k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 610.9k $12.5m | Added +5.2k |
| Verition Fund Management LLC 0.07% of their portfolio | 594.4k $12.2m | Added +68.5k |
| Schonfeld Strategic Advisors LLC 0.09% of their portfolio | 572.9k $11.7m | Added +499.8k |
| VALLEY WEALTH MANAGERS, INC. 0.81% of their portfolio | 553.3k $11.3m | Reduced -87.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 537.2k $11.0m | Reduced -16.6k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 532.3k $10.9m | Reduced -839.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 531.9k $10.9m | Reduced -74.5k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.07% of their portfolio | 529.7k $10.8m | Reduced -100 |
| F&V Capital Management, LLC 2.70% of their portfolio | 515.5k $10.6m | Reduced -850 |