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 ($11.2m this quarter). Holder counts are more reliable. Shares outstanding: 74.6m as of 2025-02-10, 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 ≈ $92.96. Options: 9 managers hold calls ($10.6m notional), 11 hold puts ($13.8m).
Trends to Q4 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 |
| Q4 2024 | 431 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2024 | 191 | 227 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $36.2m | $39.7m | 1.10 |
| Q2 2024 | $12.6m | $13.0m | 1.03 |
| Q3 2024 | $13.9m | $15.5m | 1.12 |
| Q4 2024 | $10.6m | $13.8m | 1.30 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +3.7m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +2.4m |
| MACKENZIE FINANCIAL CORP | Added | +1.6m |
| UBS Group AG | Added | +1.4m |
| Invesco Ltd. | Added | +961.1k |
| LORD, ABBETT & CO. LLC | New | +663.5k |
| JANE STREET GROUP, LLC | Added | +498.4k |
| Edge Capital Group, LLC | New | +420.1k |
| MILLENNIUM MANAGEMENT LLC | New | +290.8k |
| DIMENSIONAL FUND ADVISORS LP | Added | +258.1k |
Biggest sellers
| Pacer Advisors, Inc. | Reduced | -2.1m |
| VANGUARD GROUP INC | Reduced | -509.8k |
| Squarepoint Ops LLC | Reduced | -415.8k |
| Handelsbanken Fonder AB | Reduced | -315.9k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -273.1k |
| BANK OF MONTREAL /CAN/ | Reduced | -238.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Sold out | -199.5k |
| SHAPIRO CAPITAL MANAGEMENT LLC | Reduced | -136.9k |
| BANK OF AMERICA CORP /DE/ | Reduced | -108.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -104.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.9m62.6k shares |
| CITADEL ADVISORS LLC | Reduced | $2.3m24.4k shares |
| Cubist Systematic Strategies, LLC | Reduced | $1.3m13.8k shares |
| Walleye Capital LLC | Added | $626.3k6.7k shares |
| TUDOR INVESTMENT CORP ET AL | Unchanged | $280.4k3.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $186.0k2.0k shares |
| Walleye Trading LLC | Added | $102.8k1.1k shares |
| GROUP ONE TRADING LLC | New | $9.3k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.0m42.7k shares |
| JANE STREET GROUP, LLC | Added | $2.5m26.4k shares |
| Cubist Systematic Strategies, LLC | Reduced | $2.1m22.8k shares |
| CITADEL ADVISORS LLC | Added | $2.1m22.3k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.4m15.0k shares |
| Walleye Capital LLC | Added | $710.4k7.6k shares |
| Walleye Trading LLC | Added | $607.6k6.5k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $224.4k2.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $121.0k1.3k shares |
| GROUP ONE TRADING LLC | Unchanged | $93.5k1.0k 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2024 | 1 | $251.5k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-11-14 | De Lange Bob Director | Bought | $251.5k2.7k 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 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 7.2m $675.9m | Reduced -509.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio | 6.5m $608.0m | Added +3.7m |
| BlackRock, Inc. 0.01% of their portfolio | 5.7m $533.7m | Added +130.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.31% of their portfolio | 3.4m $320.3m | Reduced -100.6k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 3.0m $279.0m | Added +258.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 2.9m $271.3m | Added +2.4m |
| LSV ASSET MANAGEMENT 0.61% of their portfolio | 2.8m $265.5m | Reduced -88.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.97% of their portfolio | 2.7m $256.5m | Added +40.0k |
| MACKENZIE FINANCIAL CORP 0.10% of their portfolio | 2.5m $226.7m | Added +1.6m |
| Invesco Ltd. 0.04% of their portfolio | 2.4m $220.6m | Added +961.1k |
| STATE STREET CORP 0.01% of their portfolio | 2.1m $193.8m | Added +93.9k |
| Davis Selected Advisers 1.08% of their portfolio | 2.0m $186.2m | Reduced -50.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.05% of their portfolio | 1.8m $163.9m | Reduced -104.4k |
| UBS Group AG 0.04% of their portfolio | 1.7m $159.3m | Added +1.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $120.2m | Added +29.1k |
| Mirova US LLC 1.31% of their portfolio | 1.2m $109.6m | Reduced -34.8k |
| FIRST TRUST ADVISORS LP 0.09% of their portfolio | 1.1m $104.5m | Added +148.9k |
| DekaBank Deutsche Girozentrale 0.17% of their portfolio | 995.2k $92.9m | Unchanged |
| MORGAN STANLEY 0.01% of their portfolio | 918.1k $85.8m | Added +49.9k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.17% of their portfolio | 758.2k $70.9m | Added +134.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 711.7k $66.5m | Added +27.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 699.4k $65.4m | Added +133.5k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 681.8k $63.7m | Added +199.0k |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 667.3k $62.4m | Reduced -63.4k |
| LORD, ABBETT & CO. LLC 0.20% of their portfolio | 663.5k $62.0m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 630.1k $58.9m | Reduced -56.2k |
| NORGES BANK 0.01% of their portfolio | 613.2k $57.3m | Reduced -75.6k |
| Balyasny Asset Management L.P. 0.12% of their portfolio | 571.1k $53.4m | Added +40.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 557.3k $52.1m | Added +119.8k |
| JANE STREET GROUP, LLC 0.08% of their portfolio | 504.4k $47.2m | Added +498.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 469.7k $43.9m | Added +15.5k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.14% of their portfolio | 444.2k $41.5m | Reduced -92.4k |
| Edge Capital Group, LLC 0.01% of their portfolio | 420.1k $187.0k | New |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 4.77% of their portfolio | 410.0k $38.3m | Added +23.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 376.6k $35.2m | Reduced -108.5k |
| BARCLAYS PLC 0.02% of their portfolio | 325.7k $30.4m | Added +76.5k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 290.8k $27.2m | New |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 241.1k $22.5m | Added +105.8k |
| Amundi 0.01% of their portfolio | 211.9k $19.1m | Reduced -1.3k |
| HRT FINANCIAL LP 0.12% of their portfolio | 209.1k $19.5m | New |
| AGF MANAGEMENT LTD 0.10% of their portfolio | 205.6k $19.2m | Added +33.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 204.9k $19.1m | Reduced -25.6k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 203.5k $19.0m | Added +9.2k |
| COHEN & STEERS, INC. 0.04% of their portfolio | 198.7k $18.6m | Added +66.2k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 195.1k $18.2m | Added +141.7k |
| DEPRINCE RACE & ZOLLO INC 0.35% of their portfolio | 188.1k $17.6m | Added +1.6k |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC 1.79% of their portfolio | 186.3k $17.4m | Added +950 |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 180.2k $16.8m | First filing |
| SEI INVESTMENTS CO 0.02% of their portfolio | 178.2k $16.7m | Added +43.1k |
| Bragg Financial Advisors, Inc 0.66% of their portfolio | 174.7k $16.3m | Added +158.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 174.6k $16.3m | Reduced -1.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 171.2k $16.0m | New |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 170.1k $15.9m | Added +137 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 154.2k $14.4m | Added +49.5k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 152.8k $14.3m | Reduced -60.7k |
| WESTWOOD HOLDINGS GROUP INC 0.11% of their portfolio | 146.7k $13.7m | Reduced -2.3k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 146.2k $13.7m | Added +119.2k |
| Jump Financial, LLC 0.29% of their portfolio | 145.4k $13.6m | Added +100.0k |
| Legal & General Group Plc 0.00% of their portfolio | 134.8k $12.6m | Reduced -1.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 128.8k $12.0m | Added +32.9k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 127.2k $11.9m | Reduced -238.9k |
| Swiss National Bank 0.01% of their portfolio | 124.8k $11.7m | Added +900 |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 124.7k $11.7m | Added +12.8k |
| AEGON ASSET MANAGEMENT UK Plc 0.15% of their portfolio | 119.8k $11.2m | Reduced -70.4k |
| FMR LLC 0.00% of their portfolio | 119.7k $11.2m | Reduced -627 |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.20% of their portfolio | 119.5k $11.2m | Reduced -13.5k |
| CITIGROUP INC 0.01% of their portfolio | 119.5k $11.2m | Added +60.9k |
| SHAPIRO CAPITAL MANAGEMENT LLC 0.37% of their portfolio | 115.9k $10.8m | Reduced -136.9k |
| Gotham Asset Management, LLC 0.10% of their portfolio | 114.8k $10.7m | Added +29.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 111.8k $10.4m | Reduced -6.7k |
| Impax Asset Management Group plc 0.05% of their portfolio | 111.2k $10.4m | Reduced -13.0k |
| Blue Door Asset Management, LLC 6.81% of their portfolio | 109.6k $10.2m | Added +64.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 108.8k $10.2m | Reduced -17.6k |
| MMCAP International Inc. SPC 1.52% of their portfolio | 108.3k $10.1m | Added +1.2k |
| Engineers Gate Manager LP 0.16% of their portfolio | 100.8k $9.4m | New |
| Allianz Asset Management GmbH 0.01% of their portfolio | 100.1k $9.4m | Added +2.2k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 98.3k $9.2m | Reduced -11.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 97.9k $9.2m | Reduced -5.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 97.2k $9.1m | First filing |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 96.9k $9.1m | Reduced -19.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 91.7k $8.6m | Added +2.8k |
| Swedbank AB 0.01% of their portfolio | 85.4k $8.0m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 83.9k $7.8m | Reduced -20.9k |
| 1832 Asset Management L.P. 0.01% of their portfolio | 83.2k $7.8m | Added +4.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 78.8k $7.4m | Added +4.1k |
| ExodusPoint Capital Management, LP 0.07% of their portfolio | 76.2k $7.1m | New |
| Retirement Systems of Alabama 0.03% of their portfolio | 75.3k $7.0m | Added +75 |
| Corebridge Financial, Inc. 0.04% of their portfolio | 70.1k $6.6m | Reduced -3.2k |
| Edgestream Partners, L.P. 0.27% of their portfolio | 66.9k $6.3m | Added +21.4k |
| Vontobel Holding Ltd. 0.02% of their portfolio | 65.9k $6.2m | Reduced -15.2k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 63.0k $5.9m | Reduced -273.1k |
| Advisors Asset Management, Inc. 0.11% of their portfolio | 62.6k $5.9m | Reduced -20.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 59.3k $5.5m | Reduced -1.4k |
| Verition Fund Management LLC 0.03% of their portfolio | 57.1k $5.3m | Added +48.8k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 54.7k $5.1m | Added +46.6k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 54.2k $5.1m | Reduced -62.4k |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.20% of their portfolio | 53.5k $5.0m | Reduced -19.4k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 52.8k $4.9m | Added +510 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 52.6k $4.9m | Reduced -6.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 51.9k $4.8m | Added +51.9k |