BGS
B&G Foods, Inc. · Consumer Defensive · Packaged Foods
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +1.4% ·
net new positions -7.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 75 | -8 | 36.31M | $144.80M | +1 | −10 |
| Q1 2026 | 86 | +6 | 42.03M | $202.56M | +9 | −3 |
| Q4 2025 | 80 | 0 | 42.08M | $181.29M | +1 | −1 |
| Q3 2025 | 17 | +1 | 26.16M | $116.22M | +3 | −2 |
| Q2 2025 | 13 | -1 | 27.39M | $116.47M | +1 | −2 |
| Q1 2025 | 11 | 0 | 9.03M | $62.64M | +1 | −1 |
| Q4 2024 | 11 | -1 | 7.14M | $49.78M | — | −1 |
| Q3 2024 | 11 | +1 | 3.62M | $32.16M | +1 | — |
| Q2 2024 | 10 | — | 3.43M | $27.68M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 11.93M | — | $50.45M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (passive) | 6.04M | — | $25.56M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 3.15M | +3.1% | $13.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.91M | -1.0% | $8.07M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 5 | Two Sigma Investments ✦ | 1.59M | +27.2% | $6.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Millennium Management ✦ | 708.18K | -62.5% | $3.00M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Marshall Wace ✦ | 700.64K | +566.8% | $2.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Citadel Advisors ✦ | 482.62K | +142.0% | $2.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 435.19K | +165.7% | $1.84M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 10 | Point72 Asset Management ✦ | 211.70K | New | $895,480 | 0.0% | New | 1 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 127.50K | -57.4% | $539,325 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 88.59K | +15.3% | $375,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 20.37K | — | $86,180 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $895,480 | 0.0% |
Exited
| D. E. Shaw & Co. | $386,664 | was 0.0% |
| Gotham Asset Management | $69,497 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 218 holders, 50.32M shares, $240.90M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 5.62K sh @ 3.21 · $18,000
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology