13FPulse
AG

AGCO AGCO CORP

2026Q2 · CUSIP 001084102 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
507
Institutions that reported holding it to the SEC
Net increase in holders
+18
Last quarter 489 → now 507
How unusual is that
Top 20%
Stronger buying than 81% of US stocks
What the filings say, in one paragraph

507 funds held AGCO at the end of 2026Q2, up 18 from the quarter before. That is stronger buying than 81.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $10.3B(YoY +1.7%), the P/E is 17.5x, return on equity is 13.1%. AGCO has had 15 buying rushes in its history, and the price moved +4.0% 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 Industrials 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=401 2013Q4: holders=399 2014Q1: holders=388 2014Q2: holders=360 2014Q3: holders=346 2014Q4: holders=338 2015Q1: holders=347 2015Q2: holders=345 2015Q3: holders=336 2015Q4: holders=345 2016Q1: holders=362 2016Q2: holders=335 2016Q3: holders=336 2016Q4: holders=343 2017Q1: holders=347 2017Q2: holders=344 2017Q3: holders=352 2017Q4: holders=377 2018Q1: holders=372 2018Q2: holders=346 2018Q3: holders=339 2018Q4: holders=335 2019Q1: holders=343 2019Q2: holders=361 2019Q3: holders=348 2019Q4: holders=362 2020Q1: holders=306 2020Q2: holders=299 2020Q3: holders=326 2020Q4: holders=388 2021Q1: holders=398 2021Q2: holders=420 2021Q3: holders=401 2021Q4: holders=407 2022Q1: holders=457 2022Q2: holders=425 2022Q3: holders=411 2022Q4: holders=449 2023Q1: holders=472 2023Q2: holders=494 2023Q3: holders=494 2023Q4: holders=549 2024Q1: holders=516 2024Q2: holders=483 2024Q3: holders=443 2024Q4: holders=430 2025Q1: holders=431 2025Q2: holders=435 2025Q3: holders=454 2025Q4: holders=463 2026Q1: holders=489 2026Q2: holders=507 -62 -31 +0 +31 +62 269423577 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 15 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2026Q1 Top 20%
2025Q3 Top 20% +35.2% +12.3%
2023Q4 Top 10% +3.2% -15.3%
2023Q2 Top 10% -2.3% -7.7%
2023Q1 Top 10% +4.3% +1.9%
2022Q4 Top 10% -10.2% -7.5%
2022Q1 Top 5% -5.9% +3.5%

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
229
Change in large funds
+16
Total value they hold
$7.9B
Funds buying for the first time
78
Funds that sold out entirely
60
Price change that quarter
+11.9%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
7

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)
17.5
EPS (TTM)
$7.23
EPS YoY
+439.6%
Revenue (TTM)
$10.3B
Revenue YoY
+1.7%
Net margin
5.1%
ROE
13.1%
Debt ratio
63.2%
FCF (TTM)
$330M
Dividend (TTM)
$1.17
Quarterly Revenue & EPS
2021-09-30: EPS 2.40 2021-12-31: EPS 3.73 2022-03-31: EPS 2.03 2022-06-30: EPS 2.37 2022-09-30: EPS 3.18 2022-12-31: EPS 4.29 2023-03-31: EPS 3.10 2023-06-30: EPS 4.26 2023-09-30: EPS 3.74 2023-12-31: EPS 4.53 2024-03-31: EPS 2.25 2024-06-30: EPS -4.92 2024-09-30: EPS 0.40 2024-12-31: EPS -3.42 2025-03-31: EPS 0.14 2025-06-30: EPS 4.22 2025-09-30: EPS 4.09 2025-12-31: EPS 1.30 2026-03-31: EPS 0.76 2026-06-30: EPS 1.08 0B 1.9B 3.9B $B -5.41 -0.21 4.98 201720182019202020212022202320242025202606/26 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 10 6 47 87 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
-682M167M1.0B 20162017201820192020202120222023202420252026
Latest quarter $-455M (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)

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