Conagra Brands Inc (CAG) 13F Filings: Institutional Buyers & Sellers (Q2 2026)

CAG ranks #672 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CAG is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

788 institutions disclose a position in CAG, but none treat it as a major bet — even Wilsey Asset Management Inc, its most concentrated holder, allocates just 4.7% of its own portfolio to it.

California State Teachers Retirement System has added to its CAG position for two straight quarters, increasing it by $546.6M to reach $554.4M today.

State Street has trimmed its CAG position for two straight quarters, cutting it by $204.4M while still holding $222.6M.

CAG is up 0.4% today, and institutions have been net buyers of $580.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CAG reported a net loss of $1.9B over the trailing twelve months.

• Not yet profitable — net loss of $1.9B over the trailing twelve months
• Revenue declined 2.9% year over year
• Net income declined year over year, from $1.2B to -$1.9B
• Generated $1.4B in positive operating cash flow
• Current ratio of 0.90x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.72x equity — within a conventional range