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 ($84.0m this quarter). Holder counts are more reliable. Shares outstanding: 70.0m as of 2026-07-27, 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 ≈ $119.66. Options: 9 managers hold calls ($11.6m notional), 6 hold puts ($5.6m).
Trends to Q2 2026
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 |
| Q4 2025 | 462 |
| Q1 2026 | 494 |
| Q2 2026 | 517 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 192 | 269 |
| Q4 2024 | 191 | 227 |
| Q1 2025 | 201 | 210 |
| Q2 2025 | 189 | 242 |
| Q3 2025 | 223 | 188 |
| Q4 2025 | 186 | 233 |
| Q1 2026 | 258 | 201 |
| Q2 2026 | 261 | 213 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $9.3m | $6.4m | 0.69 |
| Q4 2025 | $14.7m | $7.3m | 0.50 |
| Q1 2026 | $9.2m | $2.5m | 0.27 |
| Q2 2026 | $11.6m | $5.6m | 0.49 |
Biggest buyers
| Invesco Ltd. | Added | +579.1k |
| UBS Group AG | Added | +365.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +312.4k |
| MACKENZIE FINANCIAL CORP | Added | +256.7k |
| AQR CAPITAL MANAGEMENT LLC | Added | +254.7k |
| Quantinno Capital Management LP | Added | +245.8k |
| MILLENNIUM MANAGEMENT LLC | Added | +232.6k |
| Arbejdsmarkedets Tillaegspension | Added | +194.7k |
| Freestone Grove Partners LP | New | +147.3k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +140.3k |
Biggest sellers
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -493.3k |
| LORD, ABBETT & CO. LLC | Reduced | -244.9k |
| ROYAL LONDON ASSET MANAGEMENT LTD | Reduced | -205.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -170.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -166.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -165.5k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -129.3k |
| COHEN & STEERS, INC. | Sold out | -115.9k |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | -87.9k |
| JANE STREET GROUP, LLC | Reduced | -86.0k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $3.6m30.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.8m23.5k shares |
| PEAK6 LLC | Unchanged | $1.7m14.0k shares |
| JANE STREET GROUP, LLC | Added | $1.4m11.4k shares |
| IMC-Chicago, LLC | Added | $1.1m8.8k shares |
| SIMPLEX TRADING, LLC | Added | $430.9k3.6k shares |
| WELLS FARGO & COMPANY/MN | New | $359.1k3.0k shares |
| CSS LLC/IL | New | $239.4k2.0k shares |
| Walleye Trading LLC | New | $12.0k100 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $2.7m22.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.7m14.3k shares |
| JANE STREET GROUP, LLC | New | $502.7k4.2k shares |
| IMC-Chicago, LLC | Reduced | $454.9k3.8k shares |
| Walleye Trading LLC | Added | $263.3k2.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $12.0k100 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 since 1 Apr 2026
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 2024 | 1 | $251.5k | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | $250.4k | 2 | $87.8k | — |
| Q3 2025 | 0 | — | 2 | $2.0m | — |
| Q4 2025 | 0 | — | 1 | $26.1k | — |
| Q1 2026 | 0 | — | 1 | $315.2k | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 1 | $100.7k | 3 | $875.8k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-15 | Harris Ivory Marie SVP Chief HR Officer | Sold | $200.5k1.6k shares |
| 2026-09-04 | Hansotia Eric P Chairman, President and CEO, director | Sold | $337.9k2.6k shares |
| 2026-09-04 | Bennett Kelvin Eugene SVP Engineering | Sold | $132.9k1.0k shares |
| 2026-08-14 | De Lange Bob Director | Bought | $100.7k1.0k shares |
| 2026-08-06 | Bennett Kelvin Eugene SVP Engineering | Sold | $204.5k2.0k shares |
| 2026-08-05 | SRINIVASAN MALLIKA +2 10% owner · By Tractors and Farm Equipment Limited | Sold | $41.5m360.2k shares |
| 2026-08-05 | SRINIVASAN MALLIKA +2 10% owner · By TAFE Motors and Tractors Limited | Sold | $15.3m132.3k shares |
| 2026-05-05 | SRINIVASAN MALLIKA +2 10% owner · By Tractors and Farm Equipment Limited | Sold | $38.1m309.1k shares |
| 2026-05-05 | SRINIVASAN MALLIKA +2 10% owner · By TAFE Motors and Tractors Limited | Sold | $14.0m113.5k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 5.9m $701.9m | Added +59.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio | 5.5m $661.1m | Added +312.4k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 3.6m $431.5m | Added +67.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.12% of their portfolio | 3.0m $365.1m | Added +136.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 2.9m $347.3m | Added +120.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 2.8m $331.3m | Added +140.3k |
| Invesco Ltd. 0.03% of their portfolio | 2.8m $329.2m | Added +579.1k |
| Capital World Investors 0.04% of their portfolio | 2.6m $310.0m | Added +85.9k |
| Davis Selected Advisers 1.06% of their portfolio | 2.1m $246.4m | Reduced -28.2k |
| STATE STREET CORP 0.01% of their portfolio | 2.0m $244.6m | Added +37.4k |
| LSV ASSET MANAGEMENT 0.41% of their portfolio | 1.9m $224.4m | Reduced -14.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.11% of their portfolio | 1.7m $203.2m | Reduced -493.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.52% of their portfolio | 1.6m $189.1m | Reduced -166.9k |
| Mirova US LLC 1.97% of their portfolio | 1.5m $182.9m | Reduced -58.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 1.4m $161.7m | Reduced -165.5k |
| MACKENZIE FINANCIAL CORP 0.14% of their portfolio | 1.2m $138.3m | Added +256.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $137.1m | Reduced -3.6k |
| DekaBank Deutsche Girozentrale 0.19% of their portfolio | 995.2k $111.7m | Unchanged |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.22% of their portfolio | 988.5k $118.3m | Reduced -205.5k |
| UBS Group AG 0.02% of their portfolio | 950.7k $113.8m | Added +365.6k |
| MORGAN STANLEY 0.01% of their portfolio | 827.6k $99.1m | Added +114.2k |
| Quantinno Capital Management LP 0.11% of their portfolio | 738.1k $88.3m | Added +245.8k |
| NORGES BANK 0.01% of their portfolio | 650.8k $77.9m | Not comparable |
| Ninety One UK Ltd 0.16% of their portfolio | 606.2k $72.6m | Reduced -22.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 589.0k $70.5m | Reduced -16.1k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 570.0k $67.8m | Added +254.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 537.0k $64.3m | Reduced -38.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 524.9k $62.8m | Reduced -520 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 524.6k $62.8m | Added +5.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 520.3k $62.3m | Reduced -23.6k |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 514.4k $61.6m | Reduced -2.9k |
| Swedbank AB 0.04% of their portfolio | 385.7k $46.2m | Added +113.4k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.10% of their portfolio | 381.7k $45.7m | Added +93.2k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 381.0k $45.6m | Added +10.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 331.4k $39.8m | Reduced -29.2k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 4.92% of their portfolio | 305.5k $36.6m | Added +58.2k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 281.8k $33.7m | Added +232.6k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 281.2k $33.7m | Added +2.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 265.9k $31.8m | Reduced -29.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 259.1k $31.0m | Reduced -1.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 242.7k $29.0m | Added +73.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 242.3k $29.0m | Added +29.4k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 241.3k $28.9m | Added +91.5k |
| Bragg Financial Advisors, Inc 0.77% of their portfolio | 240.2k $28.8m | Added +465 |
| Gotham Asset Management, LLC 0.06% of their portfolio | 233.0k $27.9m | Reduced -1.4k |
| Arbejdsmarkedets Tillaegspension 0.61% of their portfolio | 232.5k $27.8m | Added +194.7k |
| FMR LLC 0.00% of their portfolio | 213.5k $25.6m | Added +19.9k |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 212.2k $25.4m | Reduced -19.2k |
| AGF MANAGEMENT LTD 0.09% of their portfolio | 199.5k $23.9m | Added +26.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 198.7k $23.8m | Reduced -78.0k |
| Polar Capital Holdings Plc 0.06% of their portfolio | 175.2k $21.0m | Unchanged |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 168.8k $20.2m | Added +1.1k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 167.0k $20.0m | Reduced -11.5k |
| LORD, ABBETT & CO. LLC 0.06% of their portfolio | 162.6k $19.5m | Reduced -244.9k |
| AVIVA PLC 0.03% of their portfolio | 155.4k $18.6m | Added +128.0k |
| BARCLAYS PLC 0.01% of their portfolio | 152.5k $18.3m | Reduced -7.4k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 147.5k $17.7m | Added +1.0k |
| Freestone Grove Partners LP 0.12% of their portfolio | 147.3k $17.6m | New |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC 2.13% of their portfolio | 145.4k $17.4m | Reduced -4.9k |
| SG Americas Securities, LLC 0.01% of their portfolio | 136.2k $16.3m | Added +5.0k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 134.1k $16.1m | Added +20.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 132.5k $15.9m | Added +635 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 127.5k $15.3m | Added +1.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 120.9k $14.0m | Added +46.3k |
| Swiss National Bank 0.01% of their portfolio | 119.9k $14.4m | Reduced -5.6k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.18% of their portfolio | 115.0k $13.8m | Added +3.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 112.0k $13.4m | Added +3.9k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.22% of their portfolio | 111.4k $13.3m | Added +17.8k |
| Impax Asset Management Group plc 0.09% of their portfolio | 110.9k $13.3m | Reduced -1.7k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 110.4k $13.2m | Reduced -36.3k |
| ExodusPoint Capital Management, LP 0.12% of their portfolio | 108.9k $13.0m | Added +106.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 108.9k $13.0m | Reduced -9.3k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 101.5k $12.2m | Added +81.6k |
| Ninety One North America, Inc. 0.57% of their portfolio | 101.1k $12.1m | Added +1.1k |
| Corient Private Wealth LP 0.02% of their portfolio | 99.1k $11.9m | Added +17.6k |
| Retirement Systems of Alabama 0.04% of their portfolio | 98.7k $11.8m | Reduced -11.5k |
| NFJ INVESTMENT GROUP, LLC 0.39% of their portfolio | 97.3k $11.6m | Added +121 |
| Nuveen, LLC 0.00% of their portfolio | 96.8k $11.6m | Added +3.8k |
| Legal & General Group Plc 0.00% of their portfolio | 91.7k $11.0m | Reduced -5.3k |
| TCW GROUP INC 0.07% of their portfolio | 88.6k $10.6m | Added +28.3k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.10% of their portfolio | 87.3k $10.4m | Reduced -47.1k |
| Cambria Investment Management, L.P. 0.48% of their portfolio | 81.4k $9.7m | New |
| Boston Partners 0.01% of their portfolio | 77.8k $9.3m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 76.5k $9.2m | Added +7.2k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 75.4k $8.8m | Reduced -5.6k |
| Hodges Capital Management Inc. 0.59% of their portfolio | 73.9k $8.8m | Added +71.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 73.2k $8.8m | Reduced -2.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 69.5k $8.3m | Reduced -4.1k |
| FIL Ltd 0.01% of their portfolio | 68.4k $8.2m | Added +3.4k |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.23% of their portfolio | 67.4k $8.1m | Added +568 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 66.1k $7.9m | Added +14.9k |
| Amundi 0.00% of their portfolio | 65.4k $7.8m | Reduced -963 |
| Crossmark Global Holdings, Inc. 0.10% of their portfolio | 63.9k $7.6m | Added +6.0k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 63.0k $7.5m | Added +1.2k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 62.5k $7.5m | Added +51.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 62.5k $7.5m | Added +750 |
| Vontobel Holding Ltd. 0.02% of their portfolio | 60.6k $7.2m | Added +5.4k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 60.3k $7.2m | Added +6.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 57.1k $6.8m | Added +394 |
| Blue Door Asset Management, LLC 3.44% of their portfolio | 55.8k $6.7m | Reduced -27.3k |