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 ($23.1m this quarter). Holder counts are more reliable. Shares outstanding: 478.6m as of 2026-06-28, 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 ≈ $13.47. Options: 29 managers hold calls ($118.9m notional), 27 hold puts ($97.0m).
Trends to Q2 2026
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 |
| Q3 2025 | 774 |
| Q4 2025 | 796 |
| Q1 2026 | 793 |
| Q2 2026 | 785 |
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 2024 | 385 | 432 |
| Q4 2024 | 358 | 450 |
| Q1 2025 | 401 | 375 |
| Q2 2025 | 464 | 369 |
| Q3 2025 | 384 | 432 |
| Q4 2025 | 357 | 399 |
| Q1 2026 | 406 | 371 |
| Q2 2026 | 473 | 367 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $110.7m | $106.1m | 0.96 |
| Q4 2025 | $112.5m | $76.7m | 0.68 |
| Q1 2026 | $101.9m | $120.8m | 1.19 |
| Q2 2026 | $118.9m | $97.0m | 0.82 |
Biggest buyers
| BlackRock, Inc. | Added | +29.4m |
| AQR CAPITAL MANAGEMENT LLC | Added | +13.2m |
| Ilex Capital Partners (UK) LLP | New | +8.1m |
| Qube Research & Technologies Ltd | New | +6.9m |
| BARCLAYS PLC | Added | +5.9m |
| GOLDMAN SACHS GROUP INC | Added | +5.7m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +5.4m |
| Quantinno Capital Management LP | Added | +4.7m |
| HRT FINANCIAL LP | Added | +3.3m |
| Freestone Grove Partners LP | New | +2.3m |
Biggest sellers
| Invesco Ltd. | Reduced | -19.3m |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -9.5m |
| STATE STREET CORP | Reduced | -8.5m |
| CITADEL ADVISORS LLC | Reduced | -6.3m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -5.5m |
| AMERIPRISE FINANCIAL INC | Reduced | -5.1m |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -4.2m |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -4.0m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -4.0m |
| UBS Group AG | Reduced | -3.4m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $37.8m2.8m shares |
| CITADEL ADVISORS LLC | Added | $16.7m1.2m shares |
| JANE STREET GROUP, LLC | Added | $13.6m1.0m shares |
| IMC-Chicago, LLC | Added | $8.8m654.8k shares |
| Lombard Odier Asset Management (USA) Corp | Unchanged | $6.7m500.0k shares |
| D. E. Shaw & Co., Inc. | Added | $6.1m454.7k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $6.0m448.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $3.7m277.1k shares |
| GROUP ONE TRADING LLC | Added | $3.5m261.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.9m218.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $28.2m2.1m shares |
| CITADEL ADVISORS LLC | Added | $15.3m1.1m shares |
| JANE STREET GROUP, LLC | Added | $13.9m1.0m shares |
| IMC-Chicago, LLC | Added | $8.3m616.2k shares |
| Squarepoint Ops LLC | Added | $5.9m438.4k shares |
| Balyasny Asset Management L.P. | Reduced | $5.0m375.0k shares |
| SIMPLEX TRADING, LLC | Added | $3.3m241.5k shares |
| GROUP ONE TRADING LLC | Added | $3.2m239.3k shares |
| Point72 Asset Management, L.P. | Added | $2.4m178.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $2.1m157.5k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $187.2k | 1 | $223.7k | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 2 | $608.9k | 0 | — | — |
| Q3 2026 | 1 | $510.6k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-17 | Brase John P President and CEO, director | Bought | $510.6k35.0k shares |
| 2026-04-14 | LENNY RICHARD H Director | Bought | $358.5k25.0k shares |
| 2026-04-14 | Mulligan John J Director | Bought | $250.4k17.5k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 79.6m $1.1bn | Added +29.4m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 29.2m $393.1m | Added +5.4m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 21.6m $290.3m | Reduced -9.5m |
| AQR CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 20.5m $275.9m | Added +13.2m |
| STATE STREET CORP 0.01% of their portfolio | 16.5m $222.6m | Reduced -8.5m |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 15.3m $205.6m | Reduced -4.0m |
| TWO SIGMA INVESTMENTS, LP 0.13% of their portfolio | 13.2m $177.5m | Reduced -5.5m |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 12.4m $167.6m | Added +5.7m |
| MORGAN STANLEY 0.01% of their portfolio | 11.0m $148.7m | Reduced -3.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 8.7m $116.5m | Reduced -4.2m |
| Ilex Capital Partners (UK) LLP 2.23% of their portfolio | 8.1m $108.9m | New |
| BARCLAYS PLC 0.03% of their portfolio | 7.0m $94.3m | Added +5.9m |
| Qube Research & Technologies Ltd 0.10% of their portfolio | 6.9m $93.0m | New |
| Quantinno Capital Management LP 0.11% of their portfolio | 6.8m $92.0m | Added +4.7m |
| LSV ASSET MANAGEMENT 0.14% of their portfolio | 5.7m $76.3m | Reduced -84.9k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.22% of their portfolio | 5.6m $75.6m | Added +811.5k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 5.2m $69.4m | Added +637.7k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 4.8m $64.5m | Reduced -6.3m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 4.7m $62.9m | Reduced -757.8k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 4.5m $60.0m | Reduced -104.8k |
| HRT FINANCIAL LP 0.14% of their portfolio | 4.3m $57.7m | Added +3.3m |
| THOMPSON SIEGEL & WALMSLEY LLC 0.93% of their portfolio | 3.8m $51.4m | Reduced -436.1k |
| UBS Group AG 0.01% of their portfolio | 3.7m $49.5m | Reduced -3.4m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 3.6m $47.8m | Added +747.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 3.5m $46.5m | Reduced -462.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 3.3m $45.0m | Reduced -4.0m |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 3.0m $40.8m | Added +337.9k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 2.6m $34.5m | Reduced -5.1m |
| Gotham Asset Management, LLC 0.08% of their portfolio | 2.6m $34.4m | Added +1.6m |
| PRUDENTIAL FINANCIAL INC 0.04% of their portfolio | 2.5m $34.1m | Added +1.1m |
| WILSEY ASSET MANAGEMENT INC 4.69% of their portfolio | 2.4m $31.9m | Added +122.7k |
| BRANDES INVESTMENT PARTNERS, LP 0.22% of their portfolio | 2.3m $31.6m | Added +2.2m |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 2.3m $30.9m | Added +1.8m |
| Freestone Grove Partners LP 0.20% of their portfolio | 2.3m $30.3m | New |
| NORGES BANK 0.00% of their portfolio | 2.1m $28.9m | Not comparable |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 2.1m $28.4m | Added +1.6m |
| Connor, Clark & Lunn Investment Management Ltd. 0.05% of their portfolio | 2.0m $26.4m | Added +806.7k |
| JUPITER ASSET MANAGEMENT LTD 0.13% of their portfolio | 1.9m $25.9m | Added +1.9m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.9m $25.0m | Reduced -419.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 1.9m $24.9m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 1.7m $23.4m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.7m $22.9m | Added +22.7k |
| Public Sector Pension Investment Board 0.06% of their portfolio | 1.6m $22.0m | Added +1.5m |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.6m $21.9m | Added +323.0k |
| Invesco Ltd. 0.00% of their portfolio | 1.6m $20.9m | Reduced -19.3m |
| Corient Private Wealth LP 0.03% of their portfolio | 1.4m $18.3m | Added +1.2m |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 1.3m $18.0m | Reduced -2.2m |
| Quinn Opportunity Partners LLC 0.81% of their portfolio | 1.3m $17.3m | Added +232.9k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 1.2m $16.7m | Added +59.2k |
| Legal & General Group Plc 0.00% of their portfolio | 1.2m $16.5m | Added +214.2k |
| Swiss Life Asset Management Ltd 0.06% of their portfolio | 1.1m $14.8m | Reduced -66.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 1.1m $14.7m | Reduced -71.1k |
| Nuveen, LLC 0.00% of their portfolio | 1.0m $14.0m | Reduced -466.4k |
| CITIGROUP INC 0.01% of their portfolio | 1.0m $13.8m | Added +190.5k |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.37% of their portfolio | 975.1k $13.1m | Added +123 |
| Swiss National Bank 0.01% of their portfolio | 960.0k $12.9m | Added +13.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 908.1k $13.0m | Reduced -917.9k |
| F&V Capital Management, LLC 2.21% of their portfolio | 891.4k $12.0m | Reduced -1.2k |
| Creative Planning 0.01% of their portfolio | 886.2k $11.9m | Added +356.7k |
| UMB Bank, n.a. 0.15% of their portfolio | 884.3k $11.9m | Reduced -2.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 883.3k $11.9m | Reduced -125.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 864.1k $11.6m | Added +103.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 857.5k $11.5m | Added +121.1k |
| California Public Employees Retirement System 0.01% of their portfolio | 769.6k $10.4m | Reduced -230.9k |
| QSM Asset Management Ltd 5.32% of their portfolio | 753.7k $10.3m | Added +70.0k |
| LPL Financial LLC 0.00% of their portfolio | 737.0k $9.9m | Added +260.7k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.20% of their portfolio | 694.5k $9.3m | Added +42.4k |
| Saba Capital Management, L.P. 0.28% of their portfolio | 683.1k $9.2m | Added +521.5k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 667.2k $9.0m | Added +380.4k |
| Squarepoint Ops LLC 0.02% of their portfolio | 650.9k $8.8m | Reduced -221.3k |
| CAPITAL FUND MANAGEMENT S.A. 0.06% of their portfolio | 644.3k $8.7m | Added +565.5k |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 643.5k $8.7m | Added +225.1k |
| Amundi 0.00% of their portfolio | 636.6k $8.6m | Reduced -812.4k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.03% of their portfolio | 603.5k $8.1m | New |
| Advisors Asset Management, Inc. 0.12% of their portfolio | 598.9k $8.1m | Added +82.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 592.6k $8.0m | Added +41.2k |
| Mariner, LLC 0.01% of their portfolio | 591.2k $8.0m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 576.8k $7.8m | Reduced -1.0m |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.49% of their portfolio | 557.2k $7.5m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 554.4k $7.5m | Reduced -2.9k |
| FMR LLC 0.00% of their portfolio | 543.2k $7.3m | Reduced -1.9m |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 537.3k $7.2m | Added +90.6k |
| Sound Income Strategies, LLC 0.31% of their portfolio | 515.8k $6.9m | Added +84.8k |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 0.47% of their portfolio | 512.5k $6.9m | Added +7.2k |
| GENDELL JEFFREY L 0.06% of their portfolio | 512.0k $6.9m | New |
| FIRST CITIZENS BANK & TRUST CO 0.10% of their portfolio | 506.4k $6.8m | Added +23.5k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 506.3k $6.8m | Added +337.5k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 499.3k $6.7m | Added +302.1k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio | 490.9k $6.2m | Added +326.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 486.7k $6.6m | Reduced -1.3m |
| Envestnet Portfolio Solutions, Inc. 0.03% of their portfolio | 474.8k $6.4m | Added +16.2k |
| Holocene Advisors, LP 0.01% of their portfolio | 466.7k $6.3m | Added +49.8k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 464.3k $6.2m | Added +301.0k |
| Man Group plc 0.01% of their portfolio | 461.2k $6.2m | Added +365.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 459.9k $6.2m | Added +14.4k |
| Cerity Partners LLC 0.01% of their portfolio | 459.7k $6.2m | Added +333.3k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 456.9k $6.1m | Added +442.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 455.6k $7.2m | Reduced -106.7k |
| Bell Bank 0.22% of their portfolio | 426.2k $5.7m | Added +83.5k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 424.5k $5.7m | Added +254.7k |