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 ($9.2m this quarter). Holder counts are more reliable. Shares outstanding: 74.6m as of 2024-11-01, 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 ≈ $97.92. Options: 11 managers hold calls ($13.9m notional), 13 hold puts ($15.5m).
Trends to Q3 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 |
| Q2 2024 | 485 |
| Q3 2024 | 445 |
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 |
| Q2 2024 | 228 | 267 |
| Q3 2024 | 192 | 269 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $34.2m | $30.8m | 0.90 |
| Q1 2024 | $36.2m | $39.7m | 1.10 |
| Q2 2024 | $12.6m | $13.0m | 1.03 |
| Q3 2024 | $13.9m | $15.5m | 1.12 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +2.8m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +1.3m |
| Davis Selected Advisers | Added | +684.3k |
| Pacer Advisors, Inc. | Added | +539.0k |
| Balyasny Asset Management L.P. | New | +530.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +466.3k |
| T. Rowe Price Investment Management, Inc. | Added | +373.8k |
| Squarepoint Ops LLC | Added | +292.8k |
| Invesco Ltd. | Added | +264.0k |
| SHAPIRO CAPITAL MANAGEMENT LLC | New | +252.8k |
Biggest sellers
| AQR CAPITAL MANAGEMENT LLC | Reduced | -1.4m |
| BANK OF MONTREAL /CAN/ | Reduced | -649.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -383.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -317.9k |
| CITADEL ADVISORS LLC | Reduced | -264.6k |
| WELLS FARGO & COMPANY/MN | Reduced | -254.2k |
| JPMORGAN CHASE & CO | Reduced | -187.1k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -172.7k |
| VANGUARD GROUP INC | Reduced | -141.1k |
| Robeco Institutional Asset Management B.V. | Reduced | -138.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.6m56.9k shares |
| CITADEL ADVISORS LLC | Reduced | $3.0m30.7k shares |
| Cubist Systematic Strategies, LLC | Added | $2.7m27.4k shares |
| SIMPLEX TRADING, LLC | Added | $1.2m12.0k shares |
| Walleye Capital LLC | Added | $459.9k4.7k shares |
| JANE STREET GROUP, LLC | New | $342.5k3.5k shares |
| TUDOR INVESTMENT CORP ET AL | New | $293.6k3.0k shares |
| UBS Group AG | Unchanged | $195.7k2.0k shares |
| Twin Tree Management, LP | Reduced | $156.6k1.6k shares |
| Walleye Trading LLC | Reduced | $9.8k100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.9m60.1k shares |
| Cubist Systematic Strategies, LLC | New | $2.5m25.8k shares |
| JANE STREET GROUP, LLC | Added | $2.1m21.4k shares |
| CITADEL ADVISORS LLC | Added | $1.7m17.8k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.5m15.0k shares |
| Walleye Capital LLC | Added | $430.6k4.4k shares |
| WOLVERINE TRADING, LLC | New | $412.9k4.2k shares |
| GTS SECURITIES LLC | New | $234.9k2.4k shares |
| SIMPLEX TRADING, LLC | Added | $234.0k2.4k shares |
| TUDOR INVESTMENT CORP ET AL | New | $215.3k2.2k 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 2 | $407.6k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-08-08 | De Lange Bob Director | Bought | $124.9k1.4k shares |
| 2024-08-07 | arnold michael c Director | Bought | $157.8k1.8k shares |
| 2024-08-05 | De Lange Bob Director | Bought | $124.8k1.4k 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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 7.7m $757.5m | Reduced -141.1k |
| BlackRock, Inc. 0.01% of their portfolio | 5.6m $545.9m | First filing |
| VICTORY CAPITAL MANAGEMENT INC 0.33% of their portfolio | 3.5m $345.2m | Reduced -172.7k |
| LSV ASSET MANAGEMENT 0.61% of their portfolio | 2.9m $286.7m | Reduced -117.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 2.8m $278.9m | Added +2.8m |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 2.7m $266.8m | Added +466.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.04% of their portfolio | 2.7m $264.6m | Added +1.3m |
| Pacer Advisors, Inc. 0.44% of their portfolio | 2.1m $206.5m | Added +539.0k |
| Davis Selected Advisers 1.12% of their portfolio | 2.0m $199.8m | Added +684.3k |
| STATE STREET CORP 0.01% of their portfolio | 2.0m $193.7m | Added +80.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.05% of their portfolio | 1.9m $181.8m | Added +66.3k |
| Invesco Ltd. 0.03% of their portfolio | 1.4m $136.9m | Added +264.0k |
| Mirova US LLC 1.36% of their portfolio | 1.2m $118.1m | Added +9.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $121.1m | Added +80.5k |
| DekaBank Deutsche Girozentrale 0.18% of their portfolio | 995.2k $97.8m | Reduced -1.9k |
| FIRST TRUST ADVISORS LP 0.09% of their portfolio | 969.5k $94.9m | Added +210.6k |
| MACKENZIE FINANCIAL CORP 0.12% of their portfolio | 880.1k $86.1m | Added +56.1k |
| MORGAN STANLEY 0.01% of their portfolio | 868.2k $85.0m | Reduced -65.8k |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 730.7k $71.5m | Added +373.8k |
| NORGES BANK 0.01% of their portfolio | 688.8k $67.4m | Added +8.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 686.3k $67.2m | Reduced -187.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 684.2k $67.0m | Added +150.7k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.15% of their portfolio | 623.6k $61.0m | Added +12.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 565.9k $55.4m | Reduced -52.8k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.16% of their portfolio | 536.6k $52.5m | Reduced -34.4k |
| Balyasny Asset Management L.P. 0.13% of their portfolio | 530.5k $51.9m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 485.1k $47.5m | Added +114.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 482.8k $47.2m | Reduced -54.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 457.2k $44.7m | Added +183.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 454.1k $44.4m | Added +13.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 437.5k $42.8m | Reduced -13.8k |
| Squarepoint Ops LLC 0.14% of their portfolio | 422.0k $41.3m | Added +292.8k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 4.48% of their portfolio | 386.4k $37.8m | Reduced -33.4k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 366.1k $36.0m | Reduced -649.3k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 336.1k $32.9m | Reduced -1.4m |
| Handelsbanken Fonder AB 0.13% of their portfolio | 329.8k $32.3m | Reduced -72.4k |
| UBS Group AG 0.01% of their portfolio | 304.5k $29.8m | Added +33.6k |
| SHAPIRO CAPITAL MANAGEMENT LLC 0.77% of their portfolio | 252.8k $24.7m | New |
| BARCLAYS PLC 0.01% of their portfolio | 249.2k $24.4m | Added +198.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 230.5k $22.7m | Reduced -9.9k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 213.5k $20.9m | Reduced -23.4k |
| Amundi 0.01% of their portfolio | 213.2k $20.3m | Added +20.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.08% of their portfolio | 199.5k $19.5m | Reduced -383.6k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 194.3k $19.0m | Reduced -18.8k |
| AEGON ASSET MANAGEMENT UK Plc 0.25% of their portfolio | 190.2k $18.6m | Reduced -29.4k |
| DEPRINCE RACE & ZOLLO INC 0.35% of their portfolio | 186.5k $18.2m | New |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC 1.90% of their portfolio | 185.3k $18.1m | Added +8.1k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 176.3k $17.3m | Reduced -2.5k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 173.7k $17.0m | Added +58.2k |
| AGF MANAGEMENT LTD 0.09% of their portfolio | 171.9k $16.8m | Reduced -3.7k |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 170.0k $16.9m | Reduced -120 |
| WESTWOOD HOLDINGS GROUP INC 0.06% of their portfolio | 149.0k $14.6m | Reduced -36.2k |
| Legal & General Group Plc 0.00% of their portfolio | 136.4k $13.4m | Added +4.2k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 135.3k $13.2m | New |
| SEI INVESTMENTS CO 0.02% of their portfolio | 135.1k $13.2m | Added +39.4k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.22% of their portfolio | 133.0k $13.0m | Added +11.6k |
| COHEN & STEERS, INC. 0.02% of their portfolio | 132.4k $13.0m | Added +69.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 126.3k $12.4m | Reduced -254.2k |
| Impax Asset Management Group plc 0.05% of their portfolio | 124.2k $12.2m | Unchanged |
| Swiss National Bank 0.01% of their portfolio | 123.9k $12.1m | Reduced -900 |
| FMR LLC 0.00% of their portfolio | 120.3k $11.8m | Reduced -9.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 118.5k $11.6m | Added +1.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 116.8k $11.4m | Reduced -6.2k |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 116.6k $11.4m | Reduced -57.3k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 111.9k $11.0m | Added +12.5k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 109.5k $10.7m | Added +532 |
| MMCAP International Inc. SPC 1.46% of their portfolio | 107.1k $10.5m | Reduced -66.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 104.8k $10.3m | Added +7.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 104.8k $10.3m | Reduced -17.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 103.9k $10.2m | Added +10.7k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 97.9k $9.6m | Reduced -29.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 95.9k $9.4m | Added +2.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 88.9k $8.7m | Added +16.1k |
| Swedbank AB 0.01% of their portfolio | 85.4k $8.4m | Unchanged |
| Gotham Asset Management, LLC 0.09% of their portfolio | 85.3k $8.3m | Reduced -28.9k |
| Advisors Asset Management, Inc. 0.15% of their portfolio | 83.0k $8.1m | Reduced -14.9k |
| Vontobel Holding Ltd. 0.03% of their portfolio | 81.1k $7.9m | Added +6.1k |
| 1832 Asset Management L.P. 0.01% of their portfolio | 78.6k $7.7m | Added +21.3k |
| Retirement Systems of Alabama 0.03% of their portfolio | 75.3k $7.4m | Reduced -1.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 74.7k $7.4m | Added +14.5k |
| Aquatic Capital Management LLC 0.19% of their portfolio | 74.3k $7.3m | Added +74.2k |
| Corebridge Financial, Inc. 0.04% of their portfolio | 73.3k $7.2m | Reduced -5.1k |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.31% of their portfolio | 72.9k $7.3m | Added +24.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 60.7k $5.9m | Reduced -1.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 58.9k $5.8m | Reduced -16.6k |
| CITIGROUP INC 0.01% of their portfolio | 58.6k $5.7m | Reduced -13.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 58.4k $5.7m | Added +1.3k |
| BLAIR WILLIAM & CO/IL 0.02% of their portfolio | 56.6k $5.5m | Reduced -22.6k |
| HARBOR CAPITAL ADVISORS, INC. 0.24% of their portfolio | 56.6k $5.5m | New |
| CenterBook Partners LP 0.33% of their portfolio | 55.3k $5.4m | Reduced -10.6k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 53.4k $5.2m | Added +3.2k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 52.3k $5.1m | Reduced -752 |
| COMERICA BANK 0.02% of their portfolio | 50.3k $4.9m | Added +6.2k |
| CAPITAL FUND MANAGEMENT S.A. 0.05% of their portfolio | 48.2k $4.7m | Reduced -15.4k |
| CX Institutional 0.21% of their portfolio | 48.1k $4.7m | Added +12.0k |
| American Trust Investment Advisors, LLC 1.88% of their portfolio | 47.0k $4.6m | Added +7.1k |
| Moran Wealth Management, LLC 0.14% of their portfolio | 46.9k $4.6m | Reduced -31.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 45.5k $4.5m | Unchanged |
| Edgestream Partners, L.P. 0.20% of their portfolio | 45.5k $4.5m | Reduced -14.8k |
| Jump Financial, LLC 0.09% of their portfolio | 45.4k $4.4m | Reduced -15.6k |