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 ($30.3m this quarter). Holder counts are more reliable. Shares outstanding: 74.9m as of 2023-11-03, 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 ≈ $118.79. Options: 12 managers hold calls ($29.2m notional), 12 hold puts ($25.6m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 413 |
| Q4 2022 | 451 |
| Q1 2023 | 470 |
| Q2 2023 | 493 |
| Q3 2023 | 497 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 219 | 196 |
| Q1 2023 | 254 | 196 |
| Q2 2023 | 234 | 231 |
| Q3 2023 | 244 | 231 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $63.9m | $16.1m | 0.25 |
| Q1 2023 | $37.5m | $19.5m | 0.52 |
| Q2 2023 | $35.9m | $19.4m | 0.54 |
| Q3 2023 | $29.2m | $25.6m | 0.88 |
Biggest buyers
| VICTORY CAPITAL MANAGEMENT INC | Added | +601.9k |
| Mirova US LLC | Added | +448.1k |
| ROYAL LONDON ASSET MANAGEMENT LTD | New | +327.3k |
| AGF MANAGEMENT LTD | New | +296.9k |
| Balyasny Asset Management L.P. | Added | +236.0k |
| Squarepoint Ops LLC | Added | +206.6k |
| JANE STREET GROUP, LLC | Added | +193.1k |
| Man Group plc | New | +192.1k |
| Allianz Asset Management GmbH | Added | +187.6k |
| NORGES BANK | Added | +166.8k |
Biggest sellers
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -1.4m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -355.7k |
| JPMORGAN CHASE & CO | Reduced | -282.6k |
| Man Group plc | Sold out | -258.1k |
| Grantham, Mayo, Van Otterloo & Co. LLC | Reduced | -241.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -191.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -169.6k |
| BlackRock Inc. | Reduced | -112.7k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -103.8k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -91.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $9.3m78.8k shares |
| CITADEL ADVISORS LLC | Reduced | $4.9m41.2k shares |
| JANE STREET GROUP, LLC | Reduced | $4.8m40.7k shares |
| GTS SECURITIES LLC | New | $2.4m20.5k shares |
| SIMPLEX TRADING, LLC | Added | $2.2m18.5k shares |
| Walleye Trading LLC | Reduced | $1.8m15.3k shares |
| Cubist Systematic Strategies, LLC | New | $1.7m14.4k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.2m10.0k shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $473.1k4.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $343.0k2.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.9m75.4k shares |
| CITADEL ADVISORS LLC | Reduced | $4.7m39.6k shares |
| Twin Tree Management, LP | New | $3.5m30.0k shares |
| JANE STREET GROUP, LLC | Added | $2.9m24.9k shares |
| Cubist Systematic Strategies, LLC | New | $1.8m15.4k shares |
| Walleye Trading LLC | Added | $1.0m8.8k shares |
| SIMPLEX TRADING, LLC | Added | $934.0k7.9k shares |
| GTS SECURITIES LLC | New | $674.2k5.7k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $638.7k54 shares |
| WOLVERINE TRADING, LLC | New | $390.3k3.3k 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 Q3 2023
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2023 | 0 | — | 4 | $5.1m | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
None reported in Q3 2023.
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 6.8m $799.0m | Added +32.6k |
| BlackRock Inc. 0.02% of their portfolio | 6.5m $766.4m | Reduced -112.7k |
| LSV ASSET MANAGEMENT 0.89% of their portfolio | 3.2m $384.1m | Reduced -71.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.41% of their portfolio | 3.0m $359.9m | Added +601.9k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 2.0m $235.0m | Reduced -91.3k |
| STATE STREET CORP 0.01% of their portfolio | 1.8m $208.0m | Added +2.5k |
| FMR LLC 0.01% of their portfolio | 1.3m $155.3m | Reduced -78.7k |
| Mirova US LLC 2.41% of their portfolio | 1.2m $142.2m | Added +448.1k |
| BANK OF MONTREAL /CAN/ 0.05% of their portfolio | 1.1m $142.1m | Reduced -1.7k |
| MORGAN STANLEY 0.01% of their portfolio | 1.1m $124.9m | Added +17.6k |
| AQR CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 1.0m $121.7m | Added +142.7k |
| DekaBank Deutsche Girozentrale 0.28% of their portfolio | 1.0m $120.9m | Reduced -88.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 947.2k $112.3m | Added +28.0k |
| Turiya Advisors Asia Ltd 44.93% of their portfolio | 907.3k $107.3m | Reduced -42.0k |
| Allianz Asset Management GmbH 0.22% of their portfolio | 902.1k $106.7m | Added +187.6k |
| NORGES BANK 0.02% of their portfolio | 838.1k $99.1m | Added +166.8k |
| Boston Partners 0.12% of their portfolio | 731.6k $86.5m | Added +24.8k |
| MACKENZIE FINANCIAL CORP 0.14% of their portfolio | 700.4k $80.7m | Added +29.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.48% of their portfolio | 681.9k $80.7m | Reduced -10.1k |
| JANUS HENDERSON GROUP PLC 0.05% of their portfolio | 626.7k $74.1m | Added +78.2k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 608.0k $71.9m | Reduced -36.6k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 588.5k $69.6m | Reduced -47.7k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 556.8k $65.9m | Reduced -282.6k |
| Handelsbanken Fonder AB 0.30% of their portfolio | 458.7k $54.3m | Added +50.0k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 449.9k $53.2m | Added +27.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 442.6k $52.4m | Reduced -7.7k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.25% of their portfolio | 442.0k $52.3m | Reduced -241.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 400.1k $47.3m | Added +4.7k |
| Invesco Ltd. 0.01% of their portfolio | 374.8k $44.3m | Added +130.1k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 368.7k $43.6m | Reduced -34.7k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 5.04% of their portfolio | 363.5k $43.0m | Added +31.4k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 358.7k $42.4m | Added +85.4k |
| Bank Julius Baer & Co. Ltd, Zurich 0.23% of their portfolio | 327.4k $38.7m | Added +12.3k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.13% of their portfolio | 327.3k $38.7m | New |
| Migdal Insurance & Financial Holdings Ltd. 0.80% of their portfolio | 318.0k $37.6m | Added +145.0k |
| Impax Asset Management Group plc 0.16% of their portfolio | 301.8k $35.7m | Reduced -77.3k |
| AGF MANAGEMENT LTD 0.25% of their portfolio | 296.9k $35.1m | New |
| Russell Investments Group, Ltd. 0.07% of their portfolio | 295.4k $34.9m | Added +45.2k |
| CREDIT SUISSE AG/ 0.04% of their portfolio | 291.8k $34.5m | Added +14.1k |
| PRUDENTIAL FINANCIAL INC 0.05% of their portfolio | 290.6k $34.4m | Added +63.6k |
| Squarepoint Ops LLC 0.16% of their portfolio | 286.4k $33.9m | Added +206.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 276.0k $32.6m | Reduced -22.9k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 267.7k $31.7m | Added +90.8k |
| Allspring Global Investments Holdings, LLC 0.05% of their portfolio | 251.7k $29.8m | Added +1.2k |
| PANAGORA ASSET MANAGEMENT INC 0.18% of their portfolio | 249.0k $29.5m | Reduced -90.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 248.3k $29.4m | Reduced -1.9k |
| Balyasny Asset Management L.P. 0.08% of their portfolio | 244.6k $28.9m | Added +236.0k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 223.7k $26.5m | Reduced -5.5k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 216.9k $25.7m | Added +193.1k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 198.5k $23.5m | Reduced -49.0k |
| Man Group plc 0.07% of their portfolio | 192.1k $22.7m | New |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 186.6k $22.1m | Reduced -2.3k |
| VAN ECK ASSOCIATES CORP 0.05% of their portfolio | 180.6k $21.4m | Reduced -732 |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 178.4k $21.1m | Added +72.1k |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC 2.46% of their portfolio | 177.4k $21.0m | Reduced -66.2k |
| Assenagon Asset Management S.A. 0.07% of their portfolio | 162.0k $19.2m | Added +29.5k |
| Legal & General Group Plc 0.01% of their portfolio | 155.3k $18.4m | Reduced -512 |
| AXA S.A. 0.06% of their portfolio | 153.5k $18.2m | Reduced -900 |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 150.7k $17.8m | Reduced -355.7k |
| Retirement Systems of Alabama 0.08% of their portfolio | 150.3k $17.8m | Reduced -3.6k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 150.3k $17.8m | Added +4.4k |
| Thrivent Financial for Lutherans 0.04% of their portfolio | 149.3k $17.7m | Reduced -9.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 147.5k $17.4m | Added +46.2k |
| Amundi 0.01% of their portfolio | 142.4k $16.9m | Added +20.0k |
| Swiss National Bank 0.01% of their portfolio | 139.9k $16.5m | Added +1.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 138.5k $16.4m | Reduced -29.4k |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 129.3k $15.3m | Added +94.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 129.1k $15.3m | Reduced -191.1k |
| LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio | 124.3k $14.7m | Reduced -669 |
| California Public Employees Retirement System 0.01% of their portfolio | 122.7k $14.5m | Added +3.8k |
| BLAIR WILLIAM & CO/IL 0.06% of their portfolio | 121.5k $14.4m | Reduced -1.3k |
| WESTWOOD HOLDINGS GROUP INC 0.13% of their portfolio | 119.6k $14.2m | Added +12.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 113.2k $13.4m | Added +6.5k |
| Gratus Capital, LLC 0.89% of their portfolio | 109.5k $12.9m | Reduced -697 |
| SCOUT INVESTMENTS, INC. 0.29% of their portfolio | 107.6k $12.6m | Reduced -210 |
| ACADIAN ASSET MANAGEMENT LLC 0.05% of their portfolio | 106.6k $12.6m | Reduced -103.8k |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 104.6k $12.4m | Added +19.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 102.4k $12.1m | Reduced -54.7k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.23% of their portfolio | 98.7k $11.7m | Reduced -3.5k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 97.3k $11.5m | Added +86.5k |
| TUDOR INVESTMENT CORP ET AL 0.16% of their portfolio | 93.1k $11.0m | Added +51.4k |
| UBS Group AG 0.01% of their portfolio | 92.9k $11.0m | Added +9.5k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.07% of their portfolio | 87.6k $10.4m | Reduced -6.2k |
| COHEN & STEERS, INC. 0.02% of their portfolio | 87.6k $10.4m | Added +14.2k |
| Interval Partners, LP 0.42% of their portfolio | 85.5k $10.1m | New |
| Swedbank AB 0.02% of their portfolio | 85.3k $10.1m | Unchanged |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 84.0k $9.9m | Reduced -4.0k |
| Hudson Bay Capital Management LP 0.05% of their portfolio | 83.7k $9.9m | Added +76.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 82.7k $9.8m | Added +2.5k |
| Vontobel Holding Ltd. 0.09% of their portfolio | 80.3k $9.5m | Reduced -6.4k |
| ALGERT GLOBAL LLC 0.45% of their portfolio | 80.3k $9.5m | Reduced -3.0k |
| CITIGROUP INC 0.01% of their portfolio | 78.5k $9.3m | Added +14.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 78.3k $9.3m | Added +55.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 77.6k $9.2m | Added +23.1k |
| MIROVA 1.81% of their portfolio | 75.9k $9.0m | Reduced -201 |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 75.8k $9.0m | Reduced -18.6k |
| Empower Advisory Group, LLC 0.04% of their portfolio | 74.8k $8.8m | Reduced -4.5k |
| Holocene Advisors, LP 0.04% of their portfolio | 73.7k $8.7m | New |
| Advisors Asset Management, Inc. 0.19% of their portfolio | 72.8k $8.6m | Added +15.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 70.7k $8.4m | Reduced -6.8k |