DEERE & CO DE
COM · Common Stock · CUSIP 244199105 · ISIN US2441991054
American agricultural and industrial auto manufacturing corporation
* 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 ($254.3m this quarter). Holder counts are more reliable. Shares outstanding: 278.4m as of 2024-01-28, 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 ≈ $399.78. Options: 57 managers hold calls ($1.8bn notional), 55 hold puts ($2.3bn).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,928 |
| Q4 2022 | 2,162 |
| Q1 2023 | 2,143 |
| Q2 2023 | 2,143 |
| Q3 2023 | 2,127 |
| Q4 2023 | 2,224 |
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 | 943 | 841 |
| Q1 2023 | 957 | 897 |
| Q2 2023 | 945 | 900 |
| Q3 2023 | 953 | 885 |
| Q4 2023 | 847 | 1,028 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $1.4bn | $1.9bn | 1.42 |
| Q2 2023 | $1.6bn | $2.4bn | 1.45 |
| Q3 2023 | $1.8bn | $1.9bn | 1.09 |
| Q4 2023 | $1.8bn | $2.3bn | 1.27 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +15.3m |
| MORGAN STANLEY | Added | +5.2m |
| VIKING GLOBAL INVESTORS LP | New | +1.4m |
| Balyasny Asset Management L.P. | Added | +785.7k |
| PARNASSUS INVESTMENTS, LLC | Added | +705.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +307.4k |
| AXA S.A. | Added | +296.0k |
| B. Metzler seel. Sohn & Co. AG | Added | +264.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +238.5k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Added | +231.9k |
Biggest sellers
| BANK OF AMERICA CORP /DE/ | Reduced | -972.6k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -874.3k |
| FMR LLC | Reduced | -789.9k |
| Nuveen Asset Management, LLC | Reduced | -620.2k |
| Altshuler Shaham Ltd | Reduced | -562.7k |
| BlackRock Inc. | Reduced | -468.5k |
| GOLDMAN SACHS GROUP INC | Reduced | -382.6k |
| GATES FOUNDATION TRUST | Reduced | -360.3k |
| JANUS HENDERSON GROUP PLC | Reduced | -329.1k |
| Man Group plc | Sold out | -311.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $309.1m773.1k shares |
| CITADEL ADVISORS LLC | Reduced | $290.3m726.1k shares |
| Twin Tree Management, LP | Reduced | $211.3m528.5k shares |
| JANE STREET GROUP, LLC | Reduced | $117.6m294.1k shares |
| IMC-Chicago, LLC | Reduced | $91.2m228.0k shares |
| D. E. Shaw & Co., Inc. | Reduced | $88.4m221.0k shares |
| SIMPLEX TRADING, LLC | Added | $77.0m192.6k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $57.7m144.2k shares |
| WOLVERINE TRADING, LLC | Reduced | $52.1m130.2k shares |
| JPMORGAN CHASE & CO | Added | $44.1m110.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $404.7m1.0m shares |
| CITADEL ADVISORS LLC | Added | $242.1m605.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $239.2m598.1k shares |
| Twin Tree Management, LP | Added | $237.2m593.3k shares |
| JANE STREET GROUP, LLC | Added | $134.0m335.1k shares |
| D. E. Shaw & Co., Inc. | Added | $101.1m252.9k shares |
| IMC-Chicago, LLC | Reduced | $96.7m241.9k shares |
| SIMPLEX TRADING, LLC | Added | $67.3m168.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $61.9m154.9k shares |
| Balyasny Asset Management L.P. | Reduced | $57.7m144.2k 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 |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2023
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 2022 | 0 | — | 2 | $20.2m | — |
| Q2 2022 | 0 | — | 1 | $2.3m | — |
| Q3 2022 | 0 | — | 1 | $1.5m | — |
| Q4 2022 | 0 | — | 3 | $13.9m | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 1 | $250.5k | 2 | $35.2m | $35.2m |
| Q3 2023 | 0 | — | 1 | $2.1m | $2.1m |
| Q4 2023 | 0 | — | 1 | $2.3m | $2.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-10-02 | CAMPBELL RYAN D Pres, WWC&F and Pwr Systems | Sold plan | $2.3m6.1k 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 2023
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.56% of their portfolio | 27.4m $11.0bn | Added +15.3m |
| VANGUARD GROUP INC 0.19% of their portfolio | 21.7m $8.7bn | Reduced -281.2k |
| BlackRock Inc. 0.18% of their portfolio | 17.2m $6.9bn | Reduced -468.5k |
| STATE STREET CORP 0.20% of their portfolio | 10.4m $4.2bn | Added +69.8k |
| MORGAN STANLEY 0.18% of their portfolio | 10.3m $4.1bn | Added +5.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.21% of their portfolio | 5.1m $2.0bn | Added +34.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.33% of their portfolio | 4.5m $1.8bn | Reduced -874.3k |
| BANK OF AMERICA CORP /DE/ 0.18% of their portfolio | 3.9m $1.5bn | Reduced -972.6k |
| PARNASSUS INVESTMENTS, LLC 3.42% of their portfolio | 3.9m $1.5bn | Added +705.8k |
| JANUS HENDERSON GROUP PLC 0.92% of their portfolio | 3.8m $1.5bn | Reduced -329.1k |
| FMR LLC 0.11% of their portfolio | 3.6m $1.4bn | Reduced -789.9k |
| GATES FOUNDATION TRUST 3.36% of their portfolio | 3.6m $1.4bn | Reduced -360.3k |
| NORGES BANK 0.22% of their portfolio | 3.1m $1.2bn | Added +120.4k |
| Capital World Investors 0.22% of their portfolio | 3.0m $1.2bn | Reduced -101.9k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 1.14% of their portfolio | 3.0m $1.2bn | Reduced -145.4k |
| NORTHERN TRUST CORP 0.21% of their portfolio | 2.9m $1.2bn | Reduced -138.6k |
| Bank of New York Mellon Corp 0.18% of their portfolio | 2.2m $868.4m | Reduced -228.4k |
| Legal & General Group Plc 0.22% of their portfolio | 1.8m $705.2m | Added +47.1k |
| DIMENSIONAL FUND ADVISORS LP 0.19% of their portfolio | 1.6m $638.2m | Added +160.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.16% of their portfolio | 1.6m $628.1m | Added +31.1k |
| Nuveen Asset Management, LLC 0.20% of their portfolio | 1.5m $608.6m | Reduced -620.2k |
| Fisher Asset Management, LLC 0.31% of their portfolio | 1.5m $592.4m | Added +150.7k |
| ALLIANCEBERNSTEIN L.P. 0.22% of their portfolio | 1.4m $569.6m | Added +157.9k |
| VIKING GLOBAL INVESTORS LP 2.06% of their portfolio | 1.4m $562.4m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio | 1.4m $542.2m | Added +307.4k |
| Amundi 0.24% of their portfolio | 1.3m $526.5m | Reduced -7.1k |
| ROYAL BANK OF CANADA 0.13% of their portfolio | 1.3m $519.2m | Added +140.3k |
| GOLDMAN SACHS GROUP INC 0.10% of their portfolio | 1.2m $476.0m | Reduced -382.6k |
| Rothschild & Co Wealth Management UK Ltd 7.50% of their portfolio | 1.1m $456.9m | Reduced -3.6k |
| Invesco Ltd. 0.11% of their portfolio | 1.1m $453.1m | Reduced -222.9k |
| UBS Group AG 0.18% of their portfolio | 1.1m $439.0m | Reduced -32.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.17% of their portfolio | 1.1m $432.3m | Added +22.9k |
| DEUTSCHE BANK AG\ 0.21% of their portfolio | 1.0m $402.8m | Added +59.8k |
| BAILLIE GIFFORD & CO 0.31% of their portfolio | 965.6k $386.1m | Reduced -98.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.24% of their portfolio | 944.9k $377.8m | Reduced -56.1k |
| Harding Loevner LP 2.03% of their portfolio | 906.1k $362.2m | Reduced -15.3k |
| Swiss National Bank 0.25% of their portfolio | 855.6k $342.1m | Reduced -40.3k |
| Balyasny Asset Management L.P. 0.90% of their portfolio | 813.9k $325.5m | Added +785.7k |
| LOOMIS SAYLES & CO L P 0.49% of their portfolio | 805.9k $322.3m | Reduced -6.7k |
| Markel Group Inc. 3.47% of their portfolio | 797.8k $319.0m | Added +39.0k |
| WELLS FARGO & COMPANY/MN 0.09% of their portfolio | 791.9k $316.7m | Added +44.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.23% of their portfolio | 777.1k $310.7m | Reduced -29.0k |
| AXA S.A. 0.47% of their portfolio | 736.4k $294.5m | Added +296.0k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 1.25% of their portfolio | 713.0k $285.1m | Added +17.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.34% of their portfolio | 676.5k $269.8m | Reduced -153.5k |
| Capital Wealth Planning, LLC 2.91% of their portfolio | 635.8k $254.2m | Reduced -13.9k |
| BARCLAYS PLC 0.13% of their portfolio | 626.2k $250.4m | Added +30.1k |
| Sarasin & Partners LLP 2.75% of their portfolio | 625.1k $250.0m | Reduced -150 |
| AMERIPRISE FINANCIAL INC 0.07% of their portfolio | 584.2k $233.7m | Added +20.6k |
| RAYMOND JAMES & ASSOCIATES 0.17% of their portfolio | 567.0k $226.7m | Added +50.8k |
| RHUMBLINE ADVISERS 0.24% of their portfolio | 566.7k $226.6m | Reduced -6.1k |
| California Public Employees Retirement System 0.17% of their portfolio | 545.2k $218.0m | Added +35.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.44% of their portfolio | 533.0k $213.1m | Added +231.9k |
| First Eagle Investment Management, LLC 0.51% of their portfolio | 529.1k $211.6m | Added +381 |
| D. E. Shaw & Co., Inc. 0.30% of their portfolio | 517.4k $206.9m | Added +215.2k |
| FRANKLIN RESOURCES INC 0.10% of their portfolio | 511.8k $204.7m | Reduced -80.2k |
| HSBC HOLDINGS PLC 0.18% of their portfolio | 504.4k $201.5m | Added +76.9k |
| Swedbank AB 0.30% of their portfolio | 461.2k $184.4m | Added +32.8k |
| National Pension Service 0.25% of their portfolio | 444.8k $177.9m | Added +8.2k |
| CREDIT SUISSE AG/ 0.17% of their portfolio | 441.8k $176.6m | Reduced -9.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.24% of their portfolio | 439.4k $175.7m | Reduced -1.0k |
| PNC Financial Services Group, Inc. 0.14% of their portfolio | 435.6k $174.2m | Reduced -6.8k |
| Mirae Asset Global Investments Co., Ltd. 0.35% of their portfolio | 434.9k $173.9m | Reduced -5.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.10% of their portfolio | 424.1k $169.6m | Added +32.1k |
| Corient Private Wealth LP 0.30% of their portfolio | 410.8k $164.3m | Reduced -9.4k |
| Boston Partners 0.21% of their portfolio | 404.0k $161.3m | Reduced -213.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.21% of their portfolio | 401.2k $160.4m | Reduced -104.4k |
| STIFEL FINANCIAL CORP 0.20% of their portfolio | 397.4k $159.0m | Added +29.7k |
| BANK OF MONTREAL /CAN/ 0.05% of their portfolio | 383.9k $154.0m | Reduced -111.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.23% of their portfolio | 373.1k $149.2m | Added +11.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.20% of their portfolio | 367.7k $147.0m | Reduced -37.3k |
| LPL Financial LLC 0.09% of their portfolio | 362.3k $144.9m | Added +14.8k |
| Robeco Institutional Asset Management B.V. 0.35% of their portfolio | 356.5k $142.5m | Reduced -10.6k |
| APG Asset Management N.V. 0.25% of their portfolio | 356.5k $129.0m | Reduced -23.0k |
| GABELLI FUNDS LLC 1.08% of their portfolio | 350.2k $140.0m | Reduced -27.7k |
| Qube Research & Technologies Ltd 0.32% of their portfolio | 348.1k $139.2m | Added +203.4k |
| ABN AMRO INVESTMENT SOLUTIONS 2.41% of their portfolio | 343.7k $137.4m | Added +73.6k |
| MILLENNIUM MANAGEMENT LLC 0.13% of their portfolio | 334.7k $133.8m | Added +199.5k |
| US BANCORP \DE\ 0.17% of their portfolio | 285.8k $114.3m | Added +8.4k |
| B. Metzler seel. Sohn & Co. AG 1.45% of their portfolio | 283.9k $113.5m | Added +264.7k |
| FIFTH THIRD BANCORP 0.48% of their portfolio | 281.8k $112.7m | Reduced -21.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.25% of their portfolio | 281.8k $112.7m | Reduced -13.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.23% of their portfolio | 281.3k $112.5m | Added +4.5k |
| PRUDENTIAL FINANCIAL INC 0.17% of their portfolio | 278.1k $109.4m | Added +34.2k |
| BLAIR WILLIAM & CO/IL 0.37% of their portfolio | 270.2k $108.0m | Reduced -60.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.18% of their portfolio | 264.9k $104.2m | Added +12.4k |
| MENORA MIVTACHIM HOLDINGS LTD. 0.89% of their portfolio | 263.8k $105.5m | Added +1.0k |
| Douglass Winthrop Advisors, LLC 2.33% of their portfolio | 261.3k $104.5m | Reduced -4.0k |
| Korea Investment CORP 0.27% of their portfolio | 260.8k $104.3m | Reduced -19.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.40% of their portfolio | 255.1k $102.0m | Added +238.5k |
| Rathbones Group PLC 0.65% of their portfolio | 253.0k $101.2m | Reduced -195.7k |
| Allianz Asset Management GmbH 0.18% of their portfolio | 247.5k $99.0m | Reduced -139.2k |
| Altshuler Shaham Ltd 5.47% of their portfolio | 247.3k $98.9m | Reduced -562.7k |
| Russell Investments Group, Ltd. 0.17% of their portfolio | 240.2k $96.0m | Reduced -25.5k |
| CITIGROUP INC 0.13% of their portfolio | 239.3k $95.7m | Reduced -36.4k |
| Pictet Asset Management Holding SA 0.11% of their portfolio | 238.8k $95.5m | Reduced -8.9k |
| Clearbridge Investments, LLC 0.08% of their portfolio | 237.1k $94.8m | Reduced -293.0k |
| Boston Trust Walden Corp 0.70% of their portfolio | 232.0k $92.8m | Added +12.7k |
| Penserra Capital Management LLC 1.74% of their portfolio | 231.8k $92.7m | Reduced -4.9k |
| LAZARD ASSET MANAGEMENT LLC 0.12% of their portfolio | 229.2k $91.7m | Reduced -87.2k |