Glencore plc BG β€” Bunge Global SA

Ownership history in Glencore plc  Β·  3 quarters on record

AI Ownership Summary

Glencore plc reported Bunge Global SA (BG) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 73.6% in 2025 Q4. The latest visible filing shows BG at 70.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Glencore plc's position in Bunge Global SA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BG was reported at 70.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
73.6% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Glencore plc held BG β€” position size vs. price
% of Fund (quarterly)    BG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 32,806,103 -32,806,103 -50.0% 70.54% $4.17B 2026-04-27 $124.04
2025 Q4 ADDED β€” β€” β€” 65,612,206 +32,806,103 +100.0% 73.60% $5.84B 2026-01-22 $112.02
2025 Q3 INITIATED β€” β€” β€” 32,806,103 β€” β€” 67.25% $2.67B 2025-10-31 $93.37

FAQ About Glencore plc and BG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Glencore plc reported owning BG?

Glencore plc reported BG across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported BG position in Glencore plc's portfolio?

The largest reported portfolio weight for BG was 73.60% in 2025 Q4.

What is the latest reported BG position on this page?

The most recent filing on this page is 2026 Q1, when Glencore plc reported 32,806,103 shares, equal to 70.54% of portfolio, with an estimated market value of $4.17B.

What does the chart on this BG ownership page compare?

The chart compares Glencore plc's quarterly BG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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