CPB
Campbell Soup Company · Consumer Defensive · Packaged Foods
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow -4.1% ·
net new positions +6.2%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 121 | -10 | 135.82M | $3.03B | +7 | −16 |
| Q1 2026 | 133 | -7 | 145.43M | $3.24B | +4 | −12 |
| Q4 2025 | 139 | -3 | 146.96M | $4.10B | +1 | −3 |
| Q3 2025 | 23 | +1 | 96.67M | $3.05B | +2 | −2 |
| Q2 2025 | 20 | +1 | 79.90M | $2.45B | +2 | −1 |
| Q1 2025 | 16 | +1 | 23.11M | $921.97M | +2 | −1 |
| Q4 2024 | 15 | -4 | 24.10M | $1.01B | — | −4 |
| Q3 2024 | 18 | +3 | 14.88M | $726.96M | +3 | — |
| Q2 2024 | 15 | — | 18.85M | $851.11M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 11.81M | +21.2% | $471.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 5.45M | +2.5% | $217.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 5.45M | +2.5% | $217.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Renaissance Technologies ✦ | 1.86M | -10.2% | $74.34M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 1.43M | +17.7% | $57.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | GAMCO Investors ✦ | 877.63K | +4.5% | $35.04M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 375.46K | -81.2% | $14.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Point72 Asset Management ✦ | 307.35K | New | $12.27M | 0.0% | New | 1 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 280.32K | -0.5% | $11.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 280.32K | -0.5% | $11.19M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 182.88K | -7.6% | $7.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 182.88K | -7.6% | $7.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 182.88K | -7.6% | $7.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 182.88K | -7.6% | $7.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Adage Capital Partners ✦ | 179.55K | New | $7.17M | 0.0% | New | 1 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 99.27K | +531.1% | $3.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 90.08K | -94.0% | $3.60M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Millennium Management ✦ | 73.07K | -78.8% | $2.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Wellington Management ✦ | 48.60K | +26.2% | $1.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Wellington Management ✦ | 48.60K | +26.2% | $1.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Wellington Management ✦ | 48.60K | +26.2% | $1.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Fisher Asset Management ✦ | 23.21K | -72.5% | $926,464 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Bridgewater Associates ✦ | 14.35K | -58.9% | $572,892 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $12.27M | 0.0% |
| Adage Capital Partners | $7.17M | 0.0% |
Exited
| D. E. Shaw & Co. | $16.24M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 577 holders, 182.87M shares, $3.88B 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.