13FPulse
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AD

ADM ARCHER-DANIELS-MIDLAND CO

2026Q2 · CUSIP 039483102 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,133
Institutions that reported holding it to the SEC
Net increase in holders
+25
Last quarter 1,108 → now 1,133
How unusual is that
Top 20%
Stronger buying than 87% of US stocks
What the filings say, in one paragraph

1,133 funds held ADM at the end of 2026Q2, up 25 from the quarter before. That is stronger buying than 86.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $82.1B(YoY -0.8%), the P/E is 22.2x, return on equity is 7.5%. ADM has had 25 buying rushes in its history, and the price moved +6.8% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=557 2013Q4: holders=613 2014Q1: holders=622 2014Q2: holders=641 2014Q3: holders=646 2014Q4: holders=709 2015Q1: holders=689 2015Q2: holders=702 2015Q3: holders=677 2015Q4: holders=641 2016Q1: holders=631 2016Q2: holders=659 2016Q3: holders=659 2016Q4: holders=715 2017Q1: holders=721 2017Q2: holders=701 2017Q3: holders=698 2017Q4: holders=746 2018Q1: holders=768 2018Q2: holders=789 2018Q3: holders=826 2018Q4: holders=822 2019Q1: holders=807 2019Q2: holders=762 2019Q3: holders=727 2019Q4: holders=778 2020Q1: holders=716 2020Q2: holders=744 2020Q3: holders=757 2020Q4: holders=830 2021Q1: holders=857 2021Q2: holders=903 2021Q3: holders=870 2021Q4: holders=995 2022Q1: holders=1080 2022Q2: holders=1085 2022Q3: holders=1067 2022Q4: holders=1186 2023Q1: holders=1120 2023Q2: holders=1069 2023Q3: holders=1109 2023Q4: holders=1109 2024Q1: holders=1047 2024Q2: holders=1024 2024Q3: holders=995 2024Q4: holders=965 2025Q1: holders=942 2025Q2: holders=929 2025Q3: holders=979 2025Q4: holders=1037 2026Q1: holders=1108 2026Q2: holders=1133 -125 -62.5 +0 +62.5 +125 5018741246 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 25 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2026Q1 Top 5% — —
2025Q4 Top 10% +13.4% —
2025Q3 Top 5% +19.1% +35.0%
2023Q3 Top 5% -27.1% -16.2%
2022Q4 Top 5% -10.1% +2.9%
2022Q1 Top 1% in the market +4.1% +13.6%
2021Q4 Top 5% +10.4% +15.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
319
Change in large funds
+26
Total value they hold
$32.0B
Funds buying for the first time
142
Funds that sold out entirely
117
Price change that quarter
+1.1%
Funds holding puts (bearish)
20
Funds holding calls (bullish)
24

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
22.2
EPS (TTM)
$3.66
EPS YoY
+58.4%
Revenue (TTM)
$82.1B
Revenue YoY
-0.8%
Net margin
2.2%
ROE
7.5%
Debt ratio
56.0%
FCF (TTM)
$1.7B
Dividend (TTM)
$2.06
Quarterly Revenue & EPS
2021-09-30: EPS 0.93 2021-12-31: EPS 1.38 2022-03-31: EPS 1.86 2022-06-30: EPS 2.18 2022-09-30: EPS 1.83 2022-12-31: EPS 1.84 2023-03-31: EPS 2.12 2023-06-30: EPS 1.70 2023-09-30: EPS 1.52 2023-12-31: EPS 1.06 2024-03-31: EPS 1.42 2024-06-30: EPS 0.98 2024-09-30: EPS 0.04 2024-12-31: EPS 1.21 2025-03-31: EPS 0.61 2025-06-30: EPS 0.45 2025-09-30: EPS 0.22 2025-12-31: EPS 0.95 2026-03-31: EPS 0.62 2026-06-30: EPS 1.87 0B 13.6B 27.3B $B 0.00 1.20 2.40 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 12 7 22 37 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-3.8B112M4.0B 20162017201820192020202120222023202420252026
Latest quarter $-44M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.