BUNGE GLOBAL SA BG
COM SHS · Common Stock · CUSIP H11356104
- SectorConsumer staples
- IndustryFats & Oils
- 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 ($27.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $106.76. Options: 25 managers hold calls ($340.7m notional), 22 hold puts ($99.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 3 |
| Q4 2022 | 5 |
| Q1 2023 | 5 |
| Q2 2023 | 7 |
| Q3 2023 | 29 |
| Q4 2023 | 570 |
| Q1 2024 | 589 |
| Q2 2024 | 622 |
| Q3 2024 | 615 |
| Q4 2024 | 597 |
| Q1 2025 | 588 |
| Q2 2025 | 611 |
| Q3 2025 | 575 |
| Q4 2025 | 646 |
| Q1 2026 | 712 |
| Q2 2026 | 740 |
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 | 284 | 321 |
| Q4 2024 | 255 | 328 |
| Q1 2025 | 290 | 309 |
| Q2 2025 | 330 | 278 |
| Q3 2025 | 262 | 328 |
| Q4 2025 | 319 | 244 |
| Q1 2026 | 382 | 297 |
| Q2 2026 | 401 | 330 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $170.8m | $146.4m | 0.86 |
| Q4 2025 | $123.6m | $135.2m | 1.09 |
| Q1 2026 | $348.6m | $153.5m | 0.44 |
| Q2 2026 | $340.7m | $99.5m | 0.29 |
Biggest buyers
| Bank of New York Mellon Corp | Added | +1.2m |
| Point72 Asset Management, L.P. | Added | +748.2k |
| GOLDMAN SACHS GROUP INC | Added | +706.6k |
| BlackRock, Inc. | Added | +621.7k |
| MILLENNIUM MANAGEMENT LLC | Added | +542.6k |
| FIL Ltd | Added | +490.2k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +466.2k |
| Clark Capital Management Group, Inc. | New | +434.9k |
| Qube Research & Technologies Ltd | New | +396.0k |
| TUDOR INVESTMENT CORP ET AL | Added | +307.3k |
Biggest sellers
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | Reduced | -2.4m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -1.1m |
| CITADEL ADVISORS LLC | Reduced | -814.6k |
| Holocene Advisors, LP | Sold out | -773.8k |
| Capital World Investors | Reduced | -765.3k |
| UBS Group AG | Reduced | -424.2k |
| Squarepoint Ops LLC | Reduced | -370.9k |
| PFA Pension, Forsikringsaktieselskab | Reduced | -279.2k |
| Woodline Partners LP | Sold out | -276.3k |
| NORTHERN TRUST CORP | Reduced | -219.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $50.9m476.7k shares |
| JANE STREET GROUP, LLC | Added | $50.8m475.9k shares |
| CITADEL ADVISORS LLC | Added | $47.1m441.0k shares |
| D. E. Shaw & Co., Inc. | Added | $30.1m281.6k shares |
| PEAK6 LLC | Reduced | $29.2m273.5k shares |
| UBS Group AG | Reduced | $28.6m268.0k shares |
| NOMURA HOLDINGS INC | New | $26.5m248.5k shares |
| Point72 Asset Management, L.P. | Added | $15.6m146.4k shares |
| IMC-Chicago, LLC | Reduced | $14.2m133.5k shares |
| Walleye Capital LLC | Added | $8.1m76.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $21.8m204.5k shares |
| JANE STREET GROUP, LLC | Reduced | $15.5m145.6k shares |
| CITADEL ADVISORS LLC | Reduced | $12.7m118.6k shares |
| Point72 Asset Management, L.P. | Reduced | $8.7m81.7k shares |
| IMC-Chicago, LLC | Added | $8.5m79.6k shares |
| D. E. Shaw & Co., Inc. | New | $6.4m60.3k shares |
| PEAK6 LLC | Reduced | $4.6m42.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.8m35.2k shares |
| HRT FINANCIAL LP | New | $3.2m30.0k shares |
| Walleye Capital LLC | Added | $2.6m24.7k 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 |
|---|---|
Glencore plc
13D · may seek influence
new · filed 2025-07-07
Stated purposeThe information set forth or incorporated by reference in Items 3, 5 and 6 of this Schedule 13D is incorporated by reference into this Item 4. The Reporting Persons acquired the securities of the Issuer covered by this Schedule 13D for investment purposes. However, the Reporting Persons will continually evaluate the Issuer's business, financial condition, results of operations, capital structure, management, synergies, stock market performance, competitive outlook and other relevant factors. As part of such evaluations, the Reporting Persons will seek the views of, hold discussions with, and respond to inquiries from representatives of the Issuer and other persons regarding the Issuer's affairs. Depending on the results of such evaluations, the Reporting Persons may at any time and from… Full filing |
16.4% |
CANADA PENSION PLAN INVESTMENT BOARD
13D · may seek influence
new · filed 2025-07-08
Stated purposeThe information set forth or incorporated by reference in Items 3, 5 and 6 of this Schedule 13D is incorporated by reference into this Item 4. The Reporting Persons acquired the securities of the Issuer covered by this Schedule 13D for investment purposes as part of their ordinary business and investing activities. Subject to certain exceptions, limitations and applicable law, pursuant to the Shareholder's Agreement, dated as of the Closing Date, by and between the Issuer and CPPIB Monroe (the "Shareholder's Agreement"), CPPIB Monroe is entitled to (i) nominate two individuals to the Issuer Board so long as the Reporting Persons (and any affiliates) continue to own at least 10% of the total outstanding shares of the Issuer and (ii) nominate one individual to the Issuer Board so long as th… Full filing |
13.1% |
| Capital World Investors 13G · institution +2.4 pts · filed 2026-05-14 | 10.7% |
| BlackRock, Inc. 13G · institution filed 2025-10-17 | 7.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL 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 | 1 | $408.6k | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $2.4m | — |
| Q1 2026 | 0 | — | 1 | $336.9k | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 1 | $689.0k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-04 | Mahoney Christopher Director | Bought | $161.4k1.5k shares |
| 2026-07-31 | Mahoney Christopher Director | Bought | $527.6k5.0k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Glencore plc 71.93% of their portfolio | 32.8m $3.5bn | Unchanged |
| CANADA PENSION PLAN INVESTMENT BOARD 1.55% of their portfolio | 26.2m $2.8bn | Unchanged |
| Capital World Investors 0.25% of their portfolio | 19.4m $2.1bn | Reduced -765.3k |
| BlackRock, Inc. 0.02% of their portfolio | 15.3m $1.6bn | Added +621.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 9.5m $1.0bn | Added +66.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 7.1m $758.7m | Reduced -5.7k |
| STATE STREET CORP 0.02% of their portfolio | 7.0m $747.6m | Reduced -27.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 3.6m $387.6m | Added +103.6k |
| FIL Ltd 0.26% of their portfolio | 3.4m $362.8m | Added +490.2k |
| FMR LLC 0.01% of their portfolio | 3.1m $329.9m | Reduced -174.8k |
| Invesco Ltd. 0.02% of their portfolio | 2.7m $292.8m | Reduced -25.5k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 2.5m $266.7m | Added +1.2m |
| NORTHERN TRUST CORP 0.03% of their portfolio | 2.3m $240.7m | Reduced -219.7k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 1.46% of their portfolio | 2.2m $232.7m | Reduced -2.4m |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 2.1m $226.0m | Added +68.5k |
| MORGAN STANLEY 0.01% of their portfolio | 1.9m $202.5m | Added +127.5k |
| NORGES BANK 0.02% of their portfolio | 1.8m $195.8m | Not comparable |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.8m $188.1m | Reduced -40.4k |
| MILLENNIUM MANAGEMENT LLC 0.11% of their portfolio | 1.6m $166.2m | Added +542.6k |
| Amundi 0.04% of their portfolio | 1.4m $152.5m | Added +242.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.3m $134.6m | Added +706.6k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 1.2m $123.1m | Reduced -166.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.06% of their portfolio | 1.1m $112.6m | Added +466.2k |
| Merewether Investment Management, LP 1.94% of their portfolio | 965.8k $103.1m | Reduced -152.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 879.1k $93.8m | Added +103.4k |
| CITIGROUP INC 0.04% of their portfolio | 801.2k $85.5m | Added +71.1k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 777.4k $83.0m | Added +642 |
| VAN ECK ASSOCIATES CORP 0.05% of their portfolio | 757.3k $80.8m | Added +96.7k |
| Point72 Asset Management, L.P. 0.12% of their portfolio | 753.3k $80.4m | Added +748.2k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 740.3k $78.8m | Added +297.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 657.8k $72.4m | Reduced -98.5k |
| UBS Group AG 0.01% of their portfolio | 581.4k $62.1m | Reduced -424.2k |
| Nuveen, LLC 0.01% of their portfolio | 573.9k $61.3m | Reduced -14.4k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 520.0k $55.5m | Reduced -66.2k |
| WCM INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 481.8k $52.6m | Added +155.6k |
| Legal & General Group Plc 0.01% of their portfolio | 477.3k $50.9m | Reduced -67.5k |
| Man Group plc 0.09% of their portfolio | 467.7k $49.9m | Reduced -7.0k |
| Clark Capital Management Group, Inc. 0.25% of their portfolio | 434.9k $46.4m | New |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 396.0k $42.3m | New |
| STOREBRAND ASSET MANAGEMENT AS 0.09% of their portfolio | 361.3k $38.6m | Added +123.4k |
| Swiss National Bank 0.02% of their portfolio | 355.2k $37.9m | Reduced -42.0k |
| Verition Fund Management LLC 0.26% of their portfolio | 340.4k $36.3m | Added +45.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 335.7k $35.8m | Added +31.1k |
| Baker Avenue Asset Management, LP 0.67% of their portfolio | 329.3k $35.1m | Added +12.6k |
| Susquehanna Portfolio Strategies, LLC 0.56% of their portfolio | 328.9k $35.1m | Added +141.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 325.4k $34.7m | Reduced -3.1k |
| COHEN & STEERS, INC. 0.05% of their portfolio | 315.3k $33.6m | Added +91.9k |
| TUDOR INVESTMENT CORP ET AL 0.14% of their portfolio | 311.7k $33.3m | Added +307.3k |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 294.9k $31.5m | Reduced -101.3k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 290.2k $31.1m | Added +109.7k |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 285.1k $30.4m | Reduced -1.4k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.34% of their portfolio | 284.1k $30.3m | Reduced -52.9k |
| Robeco Institutional Asset Management B.V. 0.04% of their portfolio | 280.4k $29.9m | Added +1.6k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 278.2k $29.7m | Reduced -54.4k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 275.6k $29.4m | Reduced -3.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 269.2k $28.7m | Reduced -103.7k |
| MANAGED ASSET PORTFOLIOS, LLC 3.10% of their portfolio | 254.5k $27.2m | Added +6.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 244.8k $26.1m | Reduced -34.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 244.5k $26.1m | Added +58.8k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 240.2k $25.6m | Added +5.5k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 240.2k $25.6m | Reduced -159.6k |
| Gotham Asset Management, LLC 0.06% of their portfolio | 238.3k $25.4m | Reduced -7.3k |
| BARCLAYS PLC 0.01% of their portfolio | 233.0k $24.9m | Reduced -102.2k |
| AVIVA PLC 0.04% of their portfolio | 233.0k $24.9m | Added +2.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 222.7k $23.8m | Added +10.6k |
| CAPITAL INTERNATIONAL SARL 0.33% of their portfolio | 220.0k $23.5m | Added +20.1k |
| California Public Employees Retirement System 0.01% of their portfolio | 205.3k $21.9m | Reduced -48.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio | 199.1k $21.3m | Added +46.7k |
| Quantinno Capital Management LP 0.02% of their portfolio | 189.2k $20.2m | Added +12.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 181.8k $19.4m | Reduced -2.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 175.9k $18.8m | Added +100.4k |
| Cinctive Capital Management LP 0.74% of their portfolio | 173.2k $18.5m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 171.6k $18.3m | Added +14.4k |
| STEPHENS INC /AR/ 0.21% of their portfolio | 171.2k $18.4m | Added +64.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 167.9k $17.9m | Added +62.3k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 162.0k $17.3m | Reduced -71.8k |
| Janney Montgomery Scott LLC 0.03% of their portfolio | 161.2k $17.2m | Added +159.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 160.2k $17.1m | Added +69.5k |
| Capital International, Inc./CA/ 0.12% of their portfolio | 157.2k $16.8m | Added +18.6k |
| Engineers Gate Manager LP 0.22% of their portfolio | 155.4k $16.6m | Added +153.4k |
| Swedbank AB 0.01% of their portfolio | 149.3k $15.9m | Added +17.9k |
| Cresset Asset Management, LLC 0.06% of their portfolio | 142.0k $15.2m | Reduced -229 |
| Old West Investment Management, LLC 1.53% of their portfolio | 135.8k $14.5m | Added +2.1k |
| JB Capital LLC 0.50% of their portfolio | 134.7k $14.4m | New |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 132.9k $16.9m | Reduced -727 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.69% of their portfolio | 131.5k $14.0m | Reduced -50.7k |
| LMCG INVESTMENTS, LLC 0.74% of their portfolio | 129.3k $13.8m | Reduced -472 |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 128.5k $13.7m | Added +7.3k |
| LPL Financial LLC 0.00% of their portfolio | 128.4k $13.7m | Added +82.3k |
| CAPITAL INTERNATIONAL LTD /CA/ 0.45% of their portfolio | 128.3k $13.7m | Added +7.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 127.3k $13.6m | Added +4.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 121.0k $12.9m | Added +200 |
| SIR Capital Management, L.P. 1.47% of their portfolio | 120.1k $12.8m | Reduced -16.5k |
| Tredje AP-fonden 0.06% of their portfolio | 119.5k $12.8m | Added +71.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 117.4k $12.5m | Reduced -1.9k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 112.7k $12.0m | Added +39 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 104.7k $11.2m | Added +12.9k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 102.9k $11.0m | Added +17.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 102.1k $10.9m | Added +101.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 102.0k $10.9m | Reduced -75.1k |