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 ($14.7m this quarter). Holder counts are more reliable. Shares outstanding: 74.6m as of 2025-10-27, 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 ≈ $107.07. Options: 8 managers hold calls ($9.3m notional), 6 hold puts ($6.4m).
Trends to Q3 2025
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 |
| Q1 2025 | 432 |
| Q2 2025 | 434 |
| Q3 2025 | 454 |
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 2023 | 259 | 237 |
| Q1 2024 | 245 | 268 |
| Q2 2024 | 228 | 267 |
| Q3 2024 | 192 | 269 |
| Q4 2024 | 191 | 227 |
| Q1 2025 | 201 | 210 |
| Q2 2025 | 189 | 242 |
| Q3 2025 | 223 | 188 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $10.6m | $13.8m | 1.30 |
| Q1 2025 | $8.7m | $7.1m | 0.82 |
| Q2 2025 | $10.3m | $3.1m | 0.30 |
| Q3 2025 | $9.3m | $6.4m | 0.69 |
Biggest buyers
| Ninety One UK Ltd | New | +1.3m |
| JPMORGAN CHASE & CO | Added | +887.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +700.6k |
| Capital World Investors | Added | +542.6k |
| Invesco Ltd. | Added | +356.6k |
| Ninety One North America, Inc. | New | +195.8k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Added | +173.2k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +157.1k |
| Ilex Capital Partners (UK) LLP | Added | +117.8k |
| ROYAL BANK OF CANADA | Added | +115.9k |
Biggest sellers
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -1.2m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -704.3k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -664.3k |
| CITADEL ADVISORS LLC | Reduced | -538.4k |
| Bank of New York Mellon Corp | Reduced | -355.9k |
| UBS Group AG | Reduced | -241.3k |
| JANE STREET GROUP, LLC | Reduced | -226.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -168.2k |
| MORGAN STANLEY | Reduced | -133.9k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -117.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.9m55.5k shares |
| CITADEL ADVISORS LLC | New | $1.1m10.0k shares |
| JANE STREET GROUP, LLC | Added | $663.8k6.2k shares |
| SIMPLEX TRADING, LLC | Added | $524.0k4.9k shares |
| WOLVERINE TRADING, LLC | New | $517.9k4.8k shares |
| Walleye Trading LLC | Added | $246.3k2.3k shares |
| CITIGROUP INC | New | $214.1k2.0k shares |
| Walleye Capital LLC | New | $149.9k1.4k shares |
Biggest puts
| JANE STREET GROUP, LLC | New | $3.6m33.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.3m21.4k shares |
| CITADEL ADVISORS LLC | Reduced | $481.8k4.5k shares |
| Walleye Capital LLC | New | $53.5k500 shares |
| Walleye Trading LLC | Reduced | $32.1k300 shares |
| Twin Tree Management, LP | New | $10.7k100 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 2025
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 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 2 | $407.6k | 0 | — | — |
| Q4 2024 | 1 | $251.5k | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $250.4k | 2 | $87.8k | — |
| Q3 2025 | 0 | — | 2 | $2.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-08-15 | Harris Ivory Marie SVP Chief HR Officer | Sold | $300.5k2.7k shares |
| 2025-08-11 | Felli Luis Fernando Sartini SVP GM Massey Ferguson | Sold | $1.1m10.0k shares |
| 2025-08-08 | Felli Luis Fernando Sartini SVP GM Massey Ferguson | Sold | $557.5k5.0k 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 6.6m $711.1m | Reduced -3.6k |
| BlackRock, Inc. 0.01% of their portfolio | 6.1m $651.1m | Added +64.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.06% of their portfolio | 5.2m $555.5m | Added +112.3k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 3.5m $370.7m | Added +61.4k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.8m $304.4m | Added +887.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.09% of their portfolio | 2.8m $304.1m | Added +700.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.01% of their portfolio | 2.8m $298.5m | Reduced -96.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.16% of their portfolio | 2.6m $273.7m | Reduced -664.3k |
| LSV ASSET MANAGEMENT 0.52% of their portfolio | 2.2m $234.5m | Reduced -70.5k |
| Invesco Ltd. 0.04% of their portfolio | 2.1m $223.4m | Added +356.6k |
| STATE STREET CORP 0.01% of their portfolio | 2.0m $216.0m | Reduced -33.8k |
| Davis Selected Advisers 1.01% of their portfolio | 1.8m $194.1m | Added +8.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 1.7m $182.0m | Reduced -1.2m |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.32% of their portfolio | 1.4m $149.1m | Reduced -10.6k |
| Ninety One UK Ltd 0.15% of their portfolio | 1.3m $140.0m | New |
| Mirova US LLC 1.30% of their portfolio | 1.2m $129.2m | Reduced -46.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $119.8m | Added +47.4k |
| DekaBank Deutsche Girozentrale 0.18% of their portfolio | 995.2k $106.7m | Unchanged |
| UBS Group AG 0.02% of their portfolio | 894.4k $95.8m | Reduced -241.3k |
| LORD, ABBETT & CO. LLC 0.27% of their portfolio | 844.7k $90.4m | Reduced -16.6k |
| MACKENZIE FINANCIAL CORP 0.10% of their portfolio | 791.2k $84.7m | Added +32.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 737.1k $78.9m | Reduced -4.4k |
| MORGAN STANLEY 0.00% of their portfolio | 691.0k $74.0m | Reduced -133.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 651.5k $69.8m | Reduced -355.9k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 598.6k $64.1m | Added +115.9k |
| Capital World Investors 0.01% of their portfolio | 587.6k $62.9m | Added +542.6k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.52% of their portfolio | 546.7k $58.5m | Added +173.2k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 533.7k $57.1m | Reduced -7.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 508.2k $54.4m | Added +4.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 464.1k $49.7m | Reduced -103.5k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 435.1k $46.6m | Reduced -6.6k |
| Ilex Capital Partners (UK) LLP 1.39% of their portfolio | 405.3k $43.4m | Added +117.8k |
| BARCLAYS PLC 0.01% of their portfolio | 343.5k $36.8m | Reduced -56.0k |
| Squarepoint Ops LLC 0.07% of their portfolio | 326.2k $34.9m | Reduced -27.6k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.08% of their portfolio | 277.9k $29.8m | Reduced -28.7k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 273.1k $29.2m | Reduced -37.8k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 3.55% of their portfolio | 255.9k $27.4m | Reduced -96.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 239.4k $25.6m | Reduced -168.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 232.8k $24.9m | Added +157.1k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 209.3k $22.4m | Added +8.8k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 200.9k $21.5m | Reduced -538.4k |
| Ninety One North America, Inc. 0.48% of their portfolio | 195.8k $21.0m | New |
| Bragg Financial Advisors, Inc 0.66% of their portfolio | 186.8k $20.0m | Added +1.1k |
| Engineers Gate Manager LP 0.22% of their portfolio | 182.5k $19.5m | Added +48.1k |
| Polar Capital Holdings Plc 0.09% of their portfolio | 180.4k $19.3m | Added +5.6k |
| AGF MANAGEMENT LTD 0.08% of their portfolio | 177.9k $19.0m | Reduced -3.3k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 174.7k $18.7m | Reduced -18.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 174.1k $18.6m | Added +5.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 174.0k $18.8m | Reduced -7.9k |
| Gotham Asset Management, LLC 0.08% of their portfolio | 164.5k $17.6m | Reduced -11.8k |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC 1.90% of their portfolio | 162.6k $17.4m | Reduced -3.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 158.8k $17.0m | Added +46.7k |
| Impax Asset Management Group plc 0.09% of their portfolio | 150.5k $16.1m | Reduced -43.5k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 137.2k $14.7m | Reduced -8.8k |
| Legal & General Group Plc 0.00% of their portfolio | 134.7k $14.4m | Reduced -9.8k |
| COHEN & STEERS, INC. 0.03% of their portfolio | 134.0k $14.3m | Reduced -12.7k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 131.9k $14.1m | Reduced -2.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 130.4k $14.0m | Reduced -704.3k |
| California Public Employees Retirement System 0.01% of their portfolio | 126.0k $13.5m | Added +14.1k |
| Swiss National Bank 0.01% of their portfolio | 122.9k $13.2m | Added +1.8k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.20% of their portfolio | 120.0k $12.8m | Reduced -5.0k |
| Walleye Capital LLC 0.10% of their portfolio | 116.9k $12.5m | Added +96.2k |
| Lombard Odier Asset Management (Europe) Ltd 0.63% of their portfolio | 114.9k $12.3m | Added +33.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 112.9k $12.1m | Added +15.2k |
| Retirement Systems of Alabama 0.04% of their portfolio | 111.4k $11.9m | Reduced -776 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 105.9k $11.3m | Reduced -12.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 103.3k $11.1m | Added +4.0k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.18% of their portfolio | 100.2k $10.7m | Reduced -448 |
| Quantinno Capital Management LP 0.03% of their portfolio | 98.6k $10.6m | Added +52.2k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 97.6k $10.4m | Reduced -1.1k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 95.4k $10.2m | Reduced -117.5k |
| Nuveen, LLC 0.00% of their portfolio | 92.1k $9.9m | Added +49 |
| Eisler Capital Management Ltd. 0.22% of their portfolio | 90.3k $9.7m | Reduced -64.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 89.1k $9.5m | Reduced -1.9k |
| Swedbank AB 0.01% of their portfolio | 85.4k $9.1m | Unchanged |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 82.2k $8.8m | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 81.9k $8.8m | Reduced -5.5k |
| FMR LLC 0.00% of their portfolio | 81.4k $8.7m | Reduced -935 |
| Susquehanna Portfolio Strategies, LLC 0.14% of their portfolio | 80.0k $8.6m | Unchanged |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 76.9k $8.2m | Added +254 |
| Blue Door Asset Management, LLC 4.55% of their portfolio | 75.1k $8.0m | Added +19.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 75.0k $8.0m | Reduced -1.4k |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.26% of their portfolio | 71.1k $7.6m | Reduced -9.9k |
| COMERICA BANK 0.03% of their portfolio | 67.3k $7.2m | Reduced -15.5k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 66.5k $7.1m | Reduced -11.6k |
| Vontobel Holding Ltd. 0.02% of their portfolio | 64.7k $6.9m | Reduced -3.5k |
| Freestone Grove Partners LP 0.05% of their portfolio | 61.8k $6.6m | New |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 60.0k $6.5m | Added +973 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 59.6k $6.4m | Added +1.0k |
| Amundi 0.00% of their portfolio | 57.8k $6.3m | Reduced -2.1k |
| CASTLEARK MANAGEMENT LLC 0.17% of their portfolio | 56.4k $6.0m | Added +29.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 55.5k $5.9m | Added +2.9k |
| Brandywine Global Investment Management, LLC 0.04% of their portfolio | 52.0k $5.6m | Added +3.4k |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 0.28% of their portfolio | 51.6k $5.5m | Added +6.3k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio | 50.2k $5.4m | Reduced -844 |
| AYAL Capital Advisors Ltd 3.09% of their portfolio | 50.0k $5.4m | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 49.1k $5.3m | Added +12.9k |
| Aquatic Capital Management LLC 0.10% of their portfolio | 48.6k $5.2m | First filing |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 46.0k $4.9m | Added +29.7k |
| WINTON GROUP Ltd 0.18% of their portfolio | 45.5k $4.9m | New |