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 ($7.5m this quarter). Holder counts are more reliable. Shares outstanding: 74.6m as of 2024-04-30, 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 ≈ $122.95. Options: 13 managers hold calls ($36.2m notional), 13 hold puts ($39.7m).
Trends to Q1 2024
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 |
| Q1 2024 | 518 |
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 |
| Q1 2024 | 245 | 268 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $35.9m | $19.4m | 0.54 |
| Q3 2023 | $29.2m | $25.6m | 0.88 |
| Q4 2023 | $34.2m | $30.8m | 0.90 |
| Q1 2024 | $36.2m | $39.7m | 1.10 |
Biggest buyers
| MORGAN STANLEY | Added | +1.1m |
| VANGUARD GROUP INC | Added | +784.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +720.4k |
| Invesco Ltd. | Added | +656.8k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +575.9k |
| T. Rowe Price Investment Management, Inc. | New | +257.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +228.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +207.1k |
| Ilex Capital Partners (UK) LLP | New | +191.6k |
| FIRST TRUST ADVISORS LP | Added | +175.9k |
Biggest sellers
| FMR LLC | Reduced | -643.3k |
| JANUS HENDERSON GROUP PLC | Reduced | -493.8k |
| Squarepoint Ops LLC | Reduced | -374.7k |
| Allianz Asset Management GmbH | Reduced | -347.9k |
| Bank Julius Baer & Co. Ltd, Zurich | Reduced | -328.4k |
| AXA S.A. | Reduced | -231.9k |
| Cubist Systematic Strategies, LLC | Sold out | -208.0k |
| PRUDENTIAL FINANCIAL INC | Reduced | -200.9k |
| Davis Selected Advisers | Reduced | -155.5k |
| Turiya Advisors Asia Ltd | Reduced | -134.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $12.1m98.4k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | Reduced | $8.6m70.0k shares |
| SIMPLEX TRADING, LLC | Added | $6.0m48.5k shares |
| JANE STREET GROUP, LLC | Added | $2.0m16.0k shares |
| Walleye Trading LLC | Added | $1.7m13.8k shares |
| Cubist Systematic Strategies, LLC | Reduced | $1.4m11.4k shares |
| CITADEL ADVISORS LLC | Reduced | $1.2m9.6k shares |
| GTS SECURITIES LLC | Reduced | $935.0k7.6k shares |
| GROUP ONE TRADING LLC | Added | $885.7k7.2k shares |
| Twin Tree Management, LP | New | $664.3k5.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $17.0m137.8k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | New | $7.4m60.0k shares |
| JANE STREET GROUP, LLC | Added | $3.8m30.9k shares |
| SIMPLEX TRADING, LLC | Added | $3.5m28.8k shares |
| CITADEL ADVISORS LLC | Added | $2.5m20.1k shares |
| Cubist Systematic Strategies, LLC | Reduced | $1.4m11.3k shares |
| GTS SECURITIES LLC | Added | $1.3m10.8k shares |
| GROUP ONE TRADING LLC | Added | $1.3m10.7k shares |
| PEAK6 Investments LLC | New | $1.2m9.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $221.4k1.8k 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 Q1 2024
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 7.6m $930.7m | Added +784.6k |
| BlackRock Inc. 0.02% of their portfolio | 6.4m $784.1m | Added +120.1k |
| MORGAN STANLEY 0.01% of their portfolio | 3.8m $469.6m | Added +1.1m |
| VICTORY CAPITAL MANAGEMENT INC 0.44% of their portfolio | 3.6m $447.4m | Added +575.9k |
| LSV ASSET MANAGEMENT 0.81% of their portfolio | 3.2m $390.2m | Reduced -26.6k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 1.9m $236.8m | Added +42.1k |
| STATE STREET CORP 0.01% of their portfolio | 1.9m $232.3m | Added +48.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.05% of their portfolio | 1.4m $172.2m | Added +207.1k |
| Davis Selected Advisers 0.94% of their portfolio | 1.4m $166.9m | Reduced -155.5k |
| Mirova US LLC 1.94% of their portfolio | 1.2m $144.5m | Reduced -20.3k |
| AQR CAPITAL MANAGEMENT LLC 0.24% of their portfolio | 1.1m $140.0m | Added +44.9k |
| Invesco Ltd. 0.03% of their portfolio | 1.1m $139.9m | Added +656.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $135.2m | Added +105.5k |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 1.0m $128.6m | Reduced -71.6k |
| DekaBank Deutsche Girozentrale 0.23% of their portfolio | 1.0m $122.5m | Added +17.7k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 935.4k $115.1m | Reduced -3.6k |
| Turiya Advisors Asia Ltd 26.74% of their portfolio | 773.2k $95.1m | Reduced -134.1k |
| Pacer Advisors, Inc. 0.22% of their portfolio | 772.0k $95.0m | Added +49.1k |
| MACKENZIE FINANCIAL CORP 0.13% of their portfolio | 734.2k $90.3m | Added +11.1k |
| NORGES BANK 0.01% of their portfolio | 726.8k $89.4m | Added +37.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.39% of their portfolio | 722.3k $88.9m | Added +720.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.37% of their portfolio | 671.1k $82.6m | Added +16.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 626.4k $77.1m | Reduced -40.2k |
| FIRST TRUST ADVISORS LP 0.08% of their portfolio | 618.1k $76.0m | Added +175.9k |
| Handelsbanken Fonder AB 0.32% of their portfolio | 607.9k $74.8m | Added +87.5k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.18% of their portfolio | 587.0k $72.2m | Added +11.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 537.2k $66.1m | Added +108.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.20% of their portfolio | 436.6k $53.7m | Added +228.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 434.0k $53.4m | Added +14.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 425.4k $52.3m | Added +11.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 422.1k $51.9m | Added +3.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 405.6k $49.9m | Added +46.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 391.3k $48.1m | Reduced -57.3k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.17% of their portfolio | 389.3k $47.9m | Added +32.8k |
| FMR LLC 0.00% of their portfolio | 349.1k $43.0m | Reduced -643.3k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 4.60% of their portfolio | 335.4k $41.3m | Reduced -8.6k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 329.8k $40.6m | Reduced -29.9k |
| Migdal Insurance & Financial Holdings Ltd. 0.63% of their portfolio | 318.0k $39.1m | Unchanged |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 293.6k $36.1m | Added +15.5k |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 283.6k $34.9m | Reduced -77.0k |
| CREDIT SUISSE AG/ 0.03% of their portfolio | 262.7k $32.3m | Reduced -22.1k |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 257.6k $31.7m | New |
| UBS Group AG 0.01% of their portfolio | 230.5k $28.4m | Added +38.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 227.1k $27.9m | Added +15.5k |
| Amundi 0.01% of their portfolio | 206.9k $24.2m | Added +20.1k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 196.1k $24.1m | Added +167.6k |
| Ilex Capital Partners (UK) LLP 2.31% of their portfolio | 191.6k $23.6m | New |
| AGF MANAGEMENT LTD 0.13% of their portfolio | 187.2k $23.0m | Reduced -48.3k |
| Impax Asset Management Group plc 0.09% of their portfolio | 182.2k $22.4m | Reduced -119.4k |
| WESTWOOD HOLDINGS GROUP INC 0.17% of their portfolio | 180.5k $22.2m | Added +28.0k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 179.2k $22.0m | Reduced -7.3k |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC 2.17% of their portfolio | 177.2k $21.8m | Reduced -152 |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 174.1k $21.4m | Reduced -60.7k |
| Empowered Funds, LLC 0.19% of their portfolio | 172.5k $21.2m | Added +117.8k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 171.0k $21.0m | Reduced -347.9k |
| Robeco Institutional Asset Management B.V. 0.05% of their portfolio | 169.9k $20.9m | Added +3.3k |
| VAN ECK ASSOCIATES CORP 0.03% of their portfolio | 164.7k $20.3m | Reduced -4.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 163.3k $20.1m | Added +24.6k |
| MMCAP International Inc. SPC 2.53% of their portfolio | 158.1k $19.4m | Added +107.1k |
| Retirement Systems of Alabama 0.07% of their portfolio | 154.7k $19.0m | Added +1.7k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 152.1k $18.7m | Reduced -2.4k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 151.9k $18.7m | Reduced -70.9k |
| Varma Mutual Pension Insurance Co 0.16% of their portfolio | 151.0k $18.6m | New |
| Legal & General Group Plc 0.01% of their portfolio | 148.7k $18.3m | Reduced -6.3k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 143.5k $17.7m | Added +575 |
| AXA S.A. 0.05% of their portfolio | 139.2k $17.1m | Reduced -231.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 132.8k $16.3m | Added +10.2k |
| AEGON ASSET MANAGEMENT UK Plc 0.24% of their portfolio | 131.0k $16.1m | Added +23.6k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 130.4k $16.0m | Added +64.5k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 126.4k $15.6m | Reduced -298 |
| Swiss National Bank 0.01% of their portfolio | 125.6k $15.5m | Added +200 |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 119.4k $14.7m | Reduced -85.4k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.24% of their portfolio | 118.1k $14.5m | Added +18.8k |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 116.8k $14.4m | Added +16.4k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 115.7k $14.2m | Added +32.4k |
| California Public Employees Retirement System 0.01% of their portfolio | 114.6k $14.1m | Reduced -2.8k |
| Advisors Asset Management, Inc. 0.25% of their portfolio | 106.7k $13.1m | Added +16.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 104.6k $12.9m | Reduced -6.2k |
| BLAIR WILLIAM & CO/IL 0.04% of their portfolio | 102.8k $12.6m | Reduced -3.6k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.59% of their portfolio | 102.5k $12.6m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 95.6k $11.8m | Added +2.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 90.8k $11.2m | Reduced -21.3k |
| Vontobel Holding Ltd. 0.09% of their portfolio | 89.1k $11.0m | Added +5.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 85.7k $10.5m | Added +50.9k |
| Swedbank AB 0.01% of their portfolio | 85.3k $10.5m | Unchanged |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 84.2k $10.4m | Added +1.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 83.8k $10.3m | Reduced -12.0k |
| Holocene Advisors, LP 0.04% of their portfolio | 82.7k $10.2m | Added +16.7k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.04% of their portfolio | 82.3k $10.1m | Reduced -1.7k |
| BARCLAYS PLC 0.00% of their portfolio | 81.6k $10.0m | Reduced -12.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 79.2k $9.7m | Added +23.2k |
| Moran Wealth Management, LLC 0.31% of their portfolio | 78.8k $9.7m | Added +47.3k |
| Candriam S.C.A. 0.06% of their portfolio | 77.8k $9.6m | Added +45.8k |
| Empower Advisory Group, LLC 0.03% of their portfolio | 74.1k $9.1m | Added +2.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 70.4k $8.7m | Added +11.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 68.8k $8.4m | Added +7.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 67.9k $9.2m | Reduced -27 |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 67.1k $8.2m | Reduced -50.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 64.3k $7.9m | Reduced -3.3k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 63.8k $7.9m | Added +14.2k |