CAG
Conagra Brands, Inc. · Consumer Defensive · Packaged Foods
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow +4.6% ·
net new positions +5.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 138 | -4 | 322.66M | $4.34B | +14 | −17 |
| Q1 2026 | 144 | -7 | 328.10M | $5.16B | +5 | −13 |
| Q4 2025 | 150 | 0 | 351.27M | $6.08B | +1 | — |
| Q3 2025 | 22 | 0 | 215.70M | $3.95B | — | −1 |
| Q2 2025 | 20 | 0 | 185.76M | $3.80B | +1 | −1 |
| Q1 2025 | 17 | +1 | 71.44M | $1.90B | +1 | — |
| Q4 2024 | 16 | -2 | 65.79M | $1.82B | +1 | −3 |
| Q3 2024 | 17 | +1 | 52.29M | $1.70B | +1 | — |
| Q2 2024 | 16 | — | 50.00M | $1.42B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 15.10M | -10.8% | $491.06M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Geode Capital Management ✦ (passive) | 11.51M | +1.7% | $373.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (passive) | 6.42M | +3.9% | $208.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Capital World Investors ✦ | 4.53M | 0.0% | $147.22M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 4.28M | +45.6% | $139.32M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 3.57M | +1851.5% | $116.07M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 1.79M | +0.2% | $58.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 1.73M | +36.6% | $56.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Point72 Asset Management ✦ | 784.62K | +1404.5% | $25.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 728.39K | -31.1% | $23.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Renaissance Technologies ✦ | 721.88K | +200.3% | $23.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Adage Capital Partners ✦ | 451.55K | -1.5% | $14.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 435.92K | -21.9% | $14.18M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Marshall Wace ✦ | 80.53K | -96.7% | $2.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Wellington Management ✦ | 73.29K | +70.1% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | GAMCO Investors ✦ | 50.05K | -1.6% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bridgewater Associates ✦ | 33.56K | New | $1.09M | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bridgewater Associates | $1.09M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 774 holders, 405.46M shares, $6.08B 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.