AGCO CORP AGCO
COM · Common Stock · CUSIP 001084102 · ISIN US0010841023
American agricultural machinery manufacturer
- SectorIndustrials
- IndustryFarm Machinery & Equipment
- HeadquartersDuluth, GA
- Founded1990
- Websiteagcocorp.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($19.2m this quarter). Holder counts are more reliable. Shares outstanding: 74.6m as of 2022-11-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $138.54. Options: 12 managers hold calls ($63.9m notional), 9 hold puts ($16.1m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 413 |
| Q4 2022 | 451 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $41.7m | $8.9m | 0.21 |
| Q4 2022 | $63.9m | $16.1m | 0.25 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +693.0k |
| Mirova US LLC | New | +618.6k |
| BANK OF MONTREAL /CAN/ | Added | +353.3k |
| VANGUARD GROUP INC | Added | +287.0k |
| SCOUT INVESTMENTS, INC. | Added | +278.3k |
| Assenagon Asset Management S.A. | Added | +202.9k |
| JPMORGAN CHASE & CO | Added | +185.8k |
| Driehaus Capital Management LLC | New | +165.2k |
| BANK OF AMERICA CORP /DE/ | Added | +152.7k |
| Balyasny Asset Management L.P. | Added | +144.8k |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -1.6m |
| Robeco Institutional Asset Management B.V. | Reduced | -379.0k |
| PRUDENTIAL FINANCIAL INC | Reduced | -163.7k |
| Pendal Group Ltd | Reduced | -155.8k |
| DEUTSCHE BANK AG\ | Reduced | -126.1k |
| AMERIPRISE FINANCIAL INC | Reduced | -118.9k |
| Ceredex Value Advisors LLC | Reduced | -111.6k |
| LSV ASSET MANAGEMENT | Reduced | -111.1k |
| JANUS HENDERSON GROUP PLC | Reduced | -99.7k |
| AXA S.A. | Reduced | -97.3k |
Biggest calls
| Twin Tree Management, LP | Reduced | $16.8m120.9k shares |
| CITADEL ADVISORS LLC | Added | $13.6m97.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.4m74.9k shares |
| JANE STREET GROUP, LLC | Reduced | $7.6m54.6k shares |
| JPMORGAN CHASE & CO | New | $3.5m25.0k shares |
| Hodges Capital Management Inc. | New | $3.3m900 shares |
| SIMPLEX TRADING, LLC | Reduced | $3.3m23.6k shares |
| Walleye Trading LLC | Added | $1.9m13.8k shares |
| GROUP ONE TRADING LLC | Added | $1.9m13.6k shares |
| D. E. Shaw & Co., Inc. | Reduced | $1.4m10.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $6.6m47.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.6m33.4k shares |
| PEAK6 Investments LLC | Unchanged | $1.3m9.4k shares |
| Walleye Trading LLC | Reduced | $1.3m9.1k shares |
| JANE STREET GROUP, LLC | Added | $901.5k6.5k shares |
| SIMPLEX TRADING, LLC | Added | $790.0k5.7k shares |
| WOLVERINE TRADING, LLC | New | $416.0k3.0k shares |
| GROUP ONE TRADING LLC | New | $138.7k1.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
SRINIVASAN MALLIKA
13D · may seek influence
no change · filed 2025-09-24
Stated purposeItem 4 of the Schedule 13D is hereby further amended and supplemented by adding the following: On September 23, 2025 (the "Escrow Deposit Date"), pursuant to the Buyback Agreement (as defined and described in Amendment No. 25 to the Schedule 13D), which agreement was amended on September 11, 2025 (as set forth on Exhibit 99.1), AGCO Holding B.V. deposited 23,89,000 (twenty-three lakhs eighty-nine thousand) equity shares of INR 10 (Indian Rupees Ten) of TAFE in escrow and TAFE deposited USD 260 million in escrow in connection with the closing of the Buyback (as defined and described in Amendment No. 25 to the Schedule 13D). Accordingly, as set forth in Amendment No. 25 to the Schedule 13D, as of the Escrow Deposit Date, pursuant to their terms, the Cooperation Agreement, Intellectual Prope… Full filing |
16.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution -1.9 pts · filed 2025-08-14 | 6.8% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2026-10-08 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 2 | $3.4m | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 3 | $2.9m | — |
| Q4 2022 | 0 | — | 1 | $185.6k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-11-16 | Minnich George E Director · By Family LLC | Sold | $185.6k1.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.03% of their portfolio | 7.0m $964.7m | Added +112.3k |
| VANGUARD GROUP INC 0.03% of their portfolio | 6.6m $918.5m | Added +287.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.52% of their portfolio | 3.3m $452.1m | Added +18.3k |
| LSV ASSET MANAGEMENT 0.98% of their portfolio | 3.2m $443.6m | Reduced -111.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.43% of their portfolio | 2.0m $277.3m | Reduced -10.0k |
| DIMENSIONAL FUND ADVISORS LP 0.10% of their portfolio | 2.0m $277.1m | Added +40.7k |
| STATE STREET CORP 0.01% of their portfolio | 1.7m $240.5m | Added +23.2k |
| FMR LLC 0.02% of their portfolio | 1.3m $174.8m | Added +30.4k |
| MORGAN STANLEY 0.02% of their portfolio | 1.1m $145.6m | Added +103.6k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.72% of their portfolio | 970.8k $134.6m | Reduced -29.7k |
| BANK OF MONTREAL /CAN/ 0.06% of their portfolio | 949.9k $132.6m | Added +353.3k |
| Turiya Advisors Asia Ltd 36.65% of their portfolio | 949.3k $131.7m | Added +75.0k |
| DekaBank Deutsche Girozentrale 0.34% of their portfolio | 927.8k $127.4m | Reduced -10.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 898.5k $124.6m | Added +43.2k |
| MILLENNIUM MANAGEMENT LLC 0.11% of their portfolio | 726.0k $100.7m | Added +693.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 716.4k $99.4m | Added +185.8k |
| NORGES BANK 0.02% of their portfolio | 685.8k $95.1m | Reduced -96.4k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 673.2k $93.4m | Reduced -32.2k |
| Pendal Group Ltd 0.79% of their portfolio | 659.0k $91.4m | Reduced -155.8k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 657.2k $91.1m | Reduced -118.9k |
| Amundi 0.05% of their portfolio | 620.8k $86.3m | Added +19.0k |
| Mirova US LLC 1.72% of their portfolio | 618.6k $85.8m | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.55% of their portfolio | 588.5k $81.6m | Added +26.1k |
| Balyasny Asset Management L.P. 0.29% of their portfolio | 583.5k $80.9m | Added +144.8k |
| Allianz Asset Management GmbH 0.18% of their portfolio | 576.5k $80.0m | Added +541 |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 576.1k $79.9m | Reduced -126.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 458.1k $63.5m | Reduced -1.7k |
| Impax Asset Management Group plc 0.28% of their portfolio | 446.7k $62.0m | Reduced -31.5k |
| MACKENZIE FINANCIAL CORP 0.10% of their portfolio | 437.9k $60.7m | Added +3.9k |
| SCOUT INVESTMENTS, INC. 1.19% of their portfolio | 419.4k $58.2m | Added +278.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 402.7k $55.9m | Added +12.9k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 391.4k $54.3m | Reduced -1.7k |
| AQR CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 369.8k $51.1m | Added +20.6k |
| Alyeska Investment Group, L.P. 0.49% of their portfolio | 338.5k $46.9m | Added +50.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 337.1k $46.8m | Reduced -44.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 330.5k $45.8m | Reduced -3.5k |
| Bank Julius Baer & Co. Ltd, Zurich 0.30% of their portfolio | 316.3k $43.9m | Added +5.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 298.9k $41.5m | Added +152.7k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 4.60% of their portfolio | 291.0k $40.4m | Reduced -85.5k |
| CREDIT SUISSE AG/ 0.04% of their portfolio | 284.5k $39.5m | Added +7.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 270.0k $37.4m | Added +44.5k |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC 3.76% of their portfolio | 269.0k $37.3m | Reduced -3.6k |
| Assenagon Asset Management S.A. 0.15% of their portfolio | 265.3k $36.8m | Added +202.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 259.1k $35.9m | Added +14.8k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 239.8k $33.3m | Added +8.7k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 239.5k $33.2m | Reduced -91.3k |
| Invesco Ltd. 0.01% of their portfolio | 235.7k $32.7m | Added +81.8k |
| PANAGORA ASSET MANAGEMENT INC 0.21% of their portfolio | 232.1k $32.2m | Reduced -14.7k |
| Russell Investments Group, Ltd. 0.07% of their portfolio | 229.3k $31.8m | Added +6.3k |
| CITIGROUP INC 0.04% of their portfolio | 224.3k $31.1m | Reduced -9.2k |
| PICTET ASSET MANAGEMENT SA 0.04% of their portfolio | 223.8k $31.0m | Reduced -47.9k |
| PRUDENTIAL FINANCIAL INC 0.05% of their portfolio | 222.4k $30.8m | Reduced -163.7k |
| Man Group plc 0.11% of their portfolio | 211.9k $29.4m | Added +141.3k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.12% of their portfolio | 195.5k $27.1m | Reduced -3.3k |
| VAN ECK ASSOCIATES CORP 0.07% of their portfolio | 191.8k $26.6m | Reduced -15.1k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 191.1k $19.6m | Added +7.4k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 191.1k $26.5m | Added +2.0k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 184.0k $25.5m | Reduced -16.1k |
| Driehaus Capital Management LLC 0.34% of their portfolio | 165.2k $22.9m | New |
| AXA S.A. 0.08% of their portfolio | 162.7k $22.6m | Reduced -97.3k |
| Walleye Capital LLC 0.49% of their portfolio | 162.4k $22.5m | Reduced -42.3k |
| Retirement Systems of Alabama 0.10% of their portfolio | 161.0k $22.3m | Added +2.6k |
| Legal & General Group Plc 0.01% of their portfolio | 155.6k $21.6m | Added +2.8k |
| AGF MANAGEMENT LTD 0.15% of their portfolio | 153.7k $21.3m | First filing |
| Swiss National Bank 0.02% of their portfolio | 153.1k $21.2m | Added +2.8k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 151.1k $21.0m | Reduced -45.6k |
| California Public Employees Retirement System 0.02% of their portfolio | 146.6k $20.3m | Reduced -1.9k |
| Ceredex Value Advisors LLC 0.31% of their portfolio | 143.8k $19.9m | Reduced -111.6k |
| Boston Partners 0.03% of their portfolio | 141.0k $19.6m | Reduced -383 |
| Handelsbanken Fonder AB 0.12% of their portfolio | 140.0k $19.4m | Added +133.3k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 137.0k $19.0m | Reduced -56.4k |
| AEGON ASSET MANAGEMENT UK Plc 0.33% of their portfolio | 133.0k $18.5m | Unchanged |
| LORD, ABBETT & CO. LLC 0.03% of their portfolio | 126.7k $17.6m | New |
| Trexquant Investment LP 0.47% of their portfolio | 120.7k $16.7m | Added +108.6k |
| LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio | 115.1k $16.0m | Added +6.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 111.4k $15.4m | Added +6.9k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.25% of their portfolio | 110.9k $15.4m | Reduced -28.6k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 102.9k $14.3m | Reduced -3.8k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.09% of their portfolio | 96.5k $13.4m | Reduced -1.3k |
| BLAIR WILLIAM & CO/IL 0.06% of their portfolio | 94.5k $13.1m | Reduced -240 |
| Aberdeen Group plc 0.03% of their portfolio | 88.3k $12.2m | Reduced -41.5k |
| Swedbank AB 0.03% of their portfolio | 85.3k $11.8m | Unchanged |
| Hudson Bay Capital Management LP 0.14% of their portfolio | 84.0k $11.6m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 82.6k $11.4m | Reduced -856 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% of their portfolio | 82.1k $11.4m | Reduced -52.2k |
| Vontobel Holding Ltd. 0.11% of their portfolio | 82.1k $11.2m | Reduced -4.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 80.6k $11.2m | Added +929 |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 80.1k $11.1m | Reduced -379.0k |
| Sarasin & Partners LLP 0.15% of their portfolio | 80.0k $11.1m | Reduced -40.0k |
| PERSONAL CAPITAL ADVISORS CORP 0.05% of their portfolio | 79.2k $11.0m | Added +328 |
| MIROVA 1.71% of their portfolio | 78.6k $10.9m | Added +17.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 76.9k $10.7m | Added +5.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 75.0k $10.4m | Reduced -838 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 71.6k $9.9m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 69.9k $9.7m | Reduced -1.2k |
| BARINGS LLC 0.34% of their portfolio | 69.5k $9.6m | Added +4.1k |
| UBS Group AG 0.00% of their portfolio | 66.0k $9.2m | Reduced -4.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 65.1k $9.0m | Added +37.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 65.1k $9.0m | Added +23.8k |
| Brandywine Global Investment Management, LLC 0.07% of their portfolio | 63.1k $8.8m | Added +20.1k |