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 ($15.6m 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 ≈ $121.42. Options: 11 managers hold calls ($34.2m notional), 11 hold puts ($30.8m).
Trends to Q4 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 |
| Q4 2023 | 550 |
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 |
| Q4 2023 | 259 | 237 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $37.5m | $19.5m | 0.52 |
| Q2 2023 | $35.9m | $19.4m | 0.54 |
| Q3 2023 | $29.2m | $25.6m | 0.88 |
| Q4 2023 | $34.2m | $30.8m | 0.90 |
Biggest buyers
| MORGAN STANLEY | Added | +1.6m |
| Davis Selected Advisers | New | +1.5m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +1.2m |
| Pacer Advisors, Inc. | Added | +713.1k |
| JPMORGAN CHASE & CO | Added | +382.2k |
| ROYAL LONDON ASSET MANAGEMENT LTD | Added | +248.5k |
| Qube Research & Technologies Ltd | Added | +231.4k |
| AXA S.A. | Added | +217.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | New | +207.9k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +180.7k |
Biggest sellers
| Boston Partners | Reduced | -620.1k |
| Allianz Asset Management GmbH | Reduced | -383.3k |
| FMR LLC | Reduced | -320.4k |
| PANAGORA ASSET MANAGEMENT INC | Reduced | -245.0k |
| BlackRock Inc. | Reduced | -225.9k |
| Man Group plc | Sold out | -192.1k |
| JANE STREET GROUP, LLC | Reduced | -188.8k |
| AMERIPRISE FINANCIAL INC | Reduced | -169.9k |
| Balyasny Asset Management L.P. | Reduced | -166.1k |
| NORGES BANK | Reduced | -148.4k |
Biggest calls
| SCOPUS ASSET MANAGEMENT, L.P. | New | $12.1m100.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.9m56.5k shares |
| CITADEL ADVISORS LLC | Reduced | $5.0m40.8k shares |
| SIMPLEX TRADING, LLC | Added | $3.6m30.0k shares |
| Cubist Systematic Strategies, LLC | Added | $3.0m25.0k shares |
| JANE STREET GROUP, LLC | Reduced | $1.2m9.8k shares |
| GTS SECURITIES LLC | Reduced | $1.0m8.6k shares |
| Walleye Trading LLC | Reduced | $522.1k4.3k shares |
| GROUP ONE TRADING LLC | Added | $509.9k4.2k shares |
| Walleye Capital LLC | New | $279.2k2.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.9m97.8k shares |
| Walleye Trading LLC | Added | $10.2m84.3k shares |
| Cubist Systematic Strategies, LLC | Added | $1.9m15.5k shares |
| SIMPLEX TRADING, LLC | Added | $1.7m14.4k shares |
| JANE STREET GROUP, LLC | Reduced | $1.3m10.7k shares |
| GROUP ONE TRADING LLC | Added | $1.3m10.3k shares |
| CITADEL ADVISORS LLC | Reduced | $1.1m8.9k shares |
| GTS SECURITIES LLC | Added | $1.1m8.8k shares |
| WOLVERINE TRADING, LLC | Reduced | $315.7k2.6k shares |
| Twin Tree Management, LP | Reduced | $60.7k500 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 6.8m $823.2m | Added +24.9k |
| BlackRock Inc. 0.02% of their portfolio | 6.3m $759.2m | Reduced -225.9k |
| LSV ASSET MANAGEMENT 0.85% of their portfolio | 3.2m $388.3m | Reduced -48.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.39% of their portfolio | 3.1m $371.6m | Added +18.2k |
| MORGAN STANLEY 0.01% of their portfolio | 2.7m $325.1m | Added +1.6m |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 1.9m $228.6m | Reduced -104.5k |
| STATE STREET CORP 0.01% of their portfolio | 1.8m $223.4m | Added +82.0k |
| Davis Selected Advisers 1.04% of their portfolio | 1.5m $183.6m | New |
| Mirova US LLC 2.19% of their portfolio | 1.2m $145.1m | Reduced -7.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.05% of their portfolio | 1.2m $144.8m | Added +1.2m |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 1.1m $136.9m | Reduced -33.0k |
| AQR CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 1.1m $133.3m | Added +68.8k |
| DekaBank Deutsche Girozentrale 0.25% of their portfolio | 995.0k $120.3m | Reduced -12.3k |
| FMR LLC 0.01% of their portfolio | 992.4k $120.5m | Reduced -320.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 981.6k $119.4m | Added +34.4k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 938.9k $114.0m | Added +382.2k |
| Turiya Advisors Asia Ltd 30.39% of their portfolio | 907.3k $110.2m | Unchanged |
| MACKENZIE FINANCIAL CORP 0.13% of their portfolio | 723.1k $87.8m | Added +22.7k |
| Pacer Advisors, Inc. 0.25% of their portfolio | 722.9k $87.8m | Added +713.1k |
| NORGES BANK 0.01% of their portfolio | 689.7k $83.7m | Reduced -148.4k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 666.5k $80.9m | Added +58.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.40% of their portfolio | 654.1k $79.4m | Reduced -27.8k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.20% of their portfolio | 575.8k $69.9m | Added +248.5k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 548.3k $66.6m | Reduced -78.4k |
| Handelsbanken Fonder AB 0.31% of their portfolio | 520.4k $63.2m | Added +61.6k |
| Allianz Asset Management GmbH 0.12% of their portfolio | 518.9k $63.0m | Reduced -383.3k |
| Invesco Ltd. 0.01% of their portfolio | 480.7k $58.4m | Added +105.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 448.6k $54.5m | Added +6.0k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 442.2k $53.7m | Added +83.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 429.0k $52.1m | Added +180.7k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 419.8k $51.0m | Reduced -30.1k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 418.7k $50.8m | Reduced -169.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 414.3k $50.3m | Added +14.2k |
| Squarepoint Ops LLC 0.20% of their portfolio | 413.7k $50.2m | Added +127.2k |
| AXA S.A. 0.07% of their portfolio | 371.1k $45.1m | Added +217.6k |
| Qube Research & Technologies Ltd 0.10% of their portfolio | 360.6k $43.8m | Added +231.4k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 359.7k $43.7m | Reduced -9.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 359.2k $43.6m | Added +83.2k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.19% of their portfolio | 356.5k $43.3m | Reduced -85.4k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 4.81% of their portfolio | 344.0k $41.8m | Reduced -19.4k |
| Bank Julius Baer & Co. Ltd, Zurich 0.17% of their portfolio | 333.4k $40.5m | Added +6.0k |
| Migdal Insurance & Financial Holdings Ltd. 0.78% of their portfolio | 318.0k $38.6m | Unchanged |
| Impax Asset Management Group plc 0.15% of their portfolio | 301.6k $36.6m | Reduced -129 |
| CREDIT SUISSE AG/ 0.03% of their portfolio | 284.8k $34.6m | Reduced -7.0k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 278.1k $33.8m | Reduced -17.3k |
| PRUDENTIAL FINANCIAL INC 0.04% of their portfolio | 236.3k $28.7m | Reduced -54.3k |
| AGF MANAGEMENT LTD 0.17% of their portfolio | 235.5k $28.6m | Reduced -61.4k |
| Allspring Global Investments Holdings, LLC 0.05% of their portfolio | 234.8k $28.5m | Reduced -16.9k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 222.8k $27.0m | Reduced -45.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 211.6k $25.7m | Added +64.1k |
| Cubist Systematic Strategies, LLC 0.31% of their portfolio | 208.0k $25.3m | Added +138.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 207.9k $25.2m | New |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 204.8k $24.9m | Reduced -18.9k |
| UBS Group AG 0.01% of their portfolio | 192.1k $23.3m | Added +99.2k |
| Amundi 0.01% of their portfolio | 186.9k $22.6m | Added +44.5k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 186.5k $22.6m | Reduced -135 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC 2.41% of their portfolio | 177.4k $21.5m | Unchanged |
| VAN ECK ASSOCIATES CORP 0.04% of their portfolio | 169.4k $20.6m | Reduced -11.2k |
| Robeco Institutional Asset Management B.V. 0.05% of their portfolio | 166.6k $20.2m | Added +62.0k |
| Legal & General Group Plc 0.01% of their portfolio | 155.0k $18.8m | Reduced -287 |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 154.5k $18.8m | Added +4.2k |
| Retirement Systems of Alabama 0.08% of their portfolio | 153.0k $18.6m | Added +2.6k |
| WESTWOOD HOLDINGS GROUP INC 0.16% of their portfolio | 152.5k $18.5m | Added +32.9k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 142.9k $17.4m | Reduced -55.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 138.7k $16.8m | Added +192 |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 127.3k $15.5m | Reduced -23.3k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 126.7k $15.4m | Reduced -22.6k |
| Swiss National Bank 0.01% of their portfolio | 125.4k $15.2m | Reduced -14.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 122.6k $14.9m | Reduced -6.5k |
| LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio | 117.8k $14.3m | Reduced -6.5k |
| TUDOR INVESTMENT CORP ET AL 0.20% of their portfolio | 117.6k $14.3m | Added +24.6k |
| California Public Employees Retirement System 0.01% of their portfolio | 117.4k $14.3m | Reduced -5.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 112.1k $13.6m | Added +34.5k |
| Boston Partners 0.02% of their portfolio | 111.4k $13.5m | Reduced -620.1k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 110.8k $13.5m | Reduced -67.6k |
| AEGON ASSET MANAGEMENT UK Plc 0.21% of their portfolio | 107.5k $13.0m | First filing |
| BLAIR WILLIAM & CO/IL 0.04% of their portfolio | 106.4k $12.9m | Reduced -15.1k |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 100.4k $12.2m | Added +59.5k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.22% of their portfolio | 99.4k $12.1m | Added +684 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 95.8k $11.6m | Reduced -17.3k |
| BARCLAYS PLC 0.01% of their portfolio | 94.1k $11.4m | Added +27.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 93.1k $11.3m | Added +10.4k |
| Advisors Asset Management, Inc. 0.22% of their portfolio | 90.2k $11.0m | Added +17.4k |
| Swedbank AB 0.02% of their portfolio | 85.3k $10.4m | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.04% of their portfolio | 84.0k $10.2m | Reduced -3.6k |
| Vontobel Holding Ltd. 0.09% of their portfolio | 83.6k $10.1m | Added +3.2k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 83.2k $10.1m | Added +48.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 82.9k $10.1m | Reduced -1.1k |
| Engineers Gate Manager LP 0.28% of their portfolio | 80.6k $9.8m | Added +70.8k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 78.5k $9.5m | Reduced -166.1k |
| ALGERT GLOBAL LLC 0.38% of their portfolio | 78.2k $9.5m | Reduced -2.0k |
| MIROVA 1.86% of their portfolio | 74.9k $9.1m | Reduced -983 |
| Empower Advisory Group, LLC 0.03% of their portfolio | 72.1k $8.7m | Reduced -2.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 71.5k $8.7m | Added +3.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 67.9k $8.2m | Added +9.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 67.6k $8.2m | Reduced -3.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 66.5k $8.1m | Reduced -1.7k |
| Holocene Advisors, LP 0.03% of their portfolio | 66.1k $8.0m | Reduced -7.6k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 65.9k $8.0m | Reduced -31.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 61.8k $7.5m | Added +1.0k |