Follow-The-Filings

Security

AGCO

Agco Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 2 new 1 exit max 1.1% (Christopher Davis - Davis...)

grid → activity →
owners 17
max % 1.1%
tracked value $1.1B
qoq N 2 A 7 R 5 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Christopher Davis - Davis Selected Advisers 2026 Q1 1.1% Add +0.15 pp 2,086,643 $242M hist
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 0.2% Exit -0.16 pp 6,500 $753 hist
Tweedy, Browne Co. LLC 2026 Q1 0.2% Add +0.06 pp 16,647 $2M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add 0.00 pp 234,404 $27M hist
Renaissance Technologies LLC 2026 Q1 0.1% Reduce -0.01 pp 276,700 $32M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.01 pp 315,344 $37M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 6,558,340 $684M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 749,637 $78M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 50,597 $5M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 43,743 $5M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.0% New 0.0% 9,653 $1M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 80,386 $9M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 49,260 $6M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 5,900 $684 hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce 0.00 pp 4,901 $568 hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 3,203 $371 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 391 $45 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 164,973 $17M hist

17 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $14.41B $11.66B $10.08B
Gross profit $3.78B $2.9B $2.57B
Gross margin * 26.2% 24.9% 25.5%
Net income $1.17B -$424.8M $726.5M
Net margin * 8.1% -3.6% 7.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $6.34B $5.14B $5.2B
Total non-current assets * $5.08B $6.05B $6.73B
Total assets $11.42B $11.19B $11.93B
Total current liabilities $4.34B $3.83B $3.73B
Total non-current liabilities * $2.42B $3.32B $3.63B
Total equity $4.66B $3.74B $4.27B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.1B $689.9M $988.1M
Cash from investing -$545.7M -$1.65B -$28.3M
Cash from financing -$671.7M $1.05B -$729.2M
Net change in cash -$194M $17.2M $249.1M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders