undamentalytics Newsletter

Campbell's Co: which funds bought and sold

Institutions that bought and sold Campbell's shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 379 institutions that filed 13F reports for both quarters added to or opened positions in Campbell's, and 246 cut or closed them. Together they added a net 356K shares, +0.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.3M shares (+15.1%); index fund managers were net buyers of 3.9M shares (+6.2%). 130 opened a new position and 98 sold out entirely.

Bought, Q2 2026 379 institutions, 130 of them new holders Sold, Q2 2026 246 institutions, 98 of them sold out
Net change, all compared +356K shares (+0.2%)
Net change, active managers +4.3M shares (+15.1%), 26 bought, 22 sold

Buyers versus sellers

institutions compared, 702
Active managers and hedge funds 26 bought · 22 sold · +4.3M
Index fund managers 4 bought · 8 sold · +3.9M
Other institutions 349 bought · 216 sold · −7.9M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +12.1M +70.8% 29.2M $651M
Brandes Investment Partners, LP Active manager +6.2M +3688.5% 6.3M $141M
Goldman Sachs Group Inc +2.9M +146.8% 4.9M $110M
AQR Capital Management LLC Hedge fund +2.8M +220.8% 4.1M $90.7M
Bank Of America Corp +2.5M +382.1% 3.1M $69.9M
Vanguard Portfolio Management LLC Index funds +2.4M +24.1% 12.4M $277M
Quantinno Capital Management LP +1.9M +141.6% 3.2M $71.9M
HRT Financial LP +1.6M +1135.7% 1.8M $39.8M
Gotham Asset Management, LLC Hedge fund +1.4M +300.7% 1.8M $40.7M
Cerity Partners LLC +1.2M +109.2% 2.4M $52.9M
UBS Group AG +773K +13.6% 6.5M $144M
Principal Financial Group Inc +743K +339.0% 963K $21.4M
Morgan Stanley +660K +10.3% 7.1M $158M
Public Sector Pension Investment Board +620K +1109.7% 676K $15.1M
Premier Fund Managers Ltd +472K New position 472K $10.9M
Bank Of New York Mellon Corp +463K +15.0% 3.6M $79.1M
Creative Planning +436K +392.0% 547K $12.2M
Ameriprise Financial Inc +293K +185.3% 451K $10M
Jane Street Group, LLC +211K New position 211K $4.7M
Raymond James Financial Inc +200K +83.6% 439K $9.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Invesco Ltd. −12.4M −91.6% 1.1M $25.3M
State Street Corp Index funds −4.7M −37.8% 7.8M $173M
Vanguard Capital Management LLC Index funds −3.9M −29.7% 9.3M $206M
Citadel Advisors LLC Hedge fund −3.5M −86.2% 561K $12.5M
Deutsche Bank Ag\ −2.2M −97.1% 67K $1.5M
Lazard Asset Management LLC Active manager −1.9M −69.5% 839K $18.7M
HSBC Holdings PLC −1.8M −98.2% 34K $747,068
Geode Capital Management, LLC Index funds −1.7M −29.3% 4.2M $93.4M
Dimensional Fund Advisors LP −1.7M −16.5% 8.6M $191M
First Trust Advisors LP −1.4M −51.2% 1.4M $30.6M
Connor, Clark & Lunn Investment Management Ltd. −945K −54.6% 786K $17.5M
Bank Of Montreal −838K −87.5% 120K $2.7M
Ae Wealth Management LLC −735K −87.0% 110K $2.5M
Man Group PLC Hedge fund −661K −82.2% 143K $3.2M
Amundi −594K −98.3% 10K $232,566
Susquehanna International Group, LLP −556K −67.0% 274K $6.1M
Aquatic Capital Management LLC −448K Sold out 0 —
FMR LLC Active manager −411K −44.5% 512K $11.4M
Barclays PLC −391K −87.0% 58K $1.3M
BNP Paribas Financial Markets −380K −58.7% 268K $6M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Premier Fund Managers Ltd 472K $10.9M
Jane Street Group, LLC 211K $4.7M
Sona Asset Management (US) LLCActive manager 180K $4M
Freestone Grove Partners LPHedge fund 174K $3.9M
Havemeyer Place LP 152K $3.4M
Fairholme Capital Management LLCActive manager 117K $2.6M
Millennium Management LLCHedge fund 112K $2.5M
Highbridge Capital Management LLCHedge fund 105K $2.4M
Jain Global LLCHedge fund 107K $2.4M
Secured Retirement Advisors, LLC 98K $2.2M

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
615
Ten largest holders
54.1%
of 13F-reported shares
Index fund managers
36.8%
of 13F-reported shares
Active managers and hedge funds
17.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 26 22 10 9 +4.3M +15.1%
Index fund managers 4 8 0 1 +3.9M +6.2%
Other institutions 349 216 120 88 −7.9M −8.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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