13FPulse
AG

AGM FEDERAL AGRIC MTG CORP-CL C

2026Q2 · CUSIP 313148306 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
248
Institutions that reported holding it to the SEC
Net increase in holders
+18
Last quarter 230 → now 248
How unusual is that
Top 20%
Stronger buying than 81% of US stocks
What the filings say, in one paragraph

248 funds held AGM 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, the P/E is 12.2x, return on equity is 12.3%. AGM has had 6 buying rushes in its history, and the price moved +8.2% 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 Financials 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=79 2013Q4: holders=77 2014Q1: holders=84 2014Q2: holders=81 2014Q3: holders=78 2014Q4: holders=77 2015Q1: holders=83 2015Q2: holders=92 2015Q3: holders=84 2015Q4: holders=86 2016Q1: holders=97 2016Q2: holders=103 2016Q3: holders=104 2016Q4: holders=116 2017Q1: holders=118 2017Q2: holders=121 2017Q3: holders=121 2017Q4: holders=134 2018Q1: holders=138 2018Q2: holders=144 2018Q3: holders=127 2018Q4: holders=123 2019Q1: holders=123 2019Q2: holders=117 2019Q3: holders=142 2019Q4: holders=143 2020Q1: holders=131 2020Q2: holders=129 2020Q3: holders=136 2020Q4: holders=131 2021Q1: holders=143 2021Q2: holders=139 2021Q3: holders=145 2021Q4: holders=171 2022Q1: holders=163 2022Q2: holders=156 2022Q3: holders=166 2022Q4: holders=183 2023Q1: holders=184 2023Q2: holders=193 2023Q3: holders=199 2023Q4: holders=215 2024Q1: holders=230 2024Q2: holders=222 2024Q3: holders=238 2024Q4: holders=245 2025Q1: holders=246 2025Q2: holders=256 2025Q3: holders=239 2025Q4: holders=236 2026Q1: holders=230 2026Q2: holders=248 -26 -13 +0 +13 +26 69169269 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 6 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2024Q1 Top 20% +4.0% +15.2%
2022Q3 Top 20% +13.7% +15.9%
2021Q4 Top 20% -19.0% -6.2%
2019Q3 Top 10% -12.2% -22.4%
2016Q1 Top 20% +11.0% +38.4%

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
123
Change in large funds
+6
Total value they hold
$1.6B
Funds buying for the first time
46
Funds that sold out entirely
28
Price change that quarter
+28.5%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
4

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)
12.2
EPS (TTM)
$18.29
EPS YoY
+7.8%
Revenue (TTM)
Revenue YoY
Net margin
ROE
12.3%
Debt ratio
95.3%
FCF (TTM)
Dividend (TTM)
$6.20
Quarterly Revenue & EPS
2022-09-30: EPS 3.18 2022-12-31: EPS 3.36 2023-03-31: EPS 3.69 2023-06-30: EPS 3.70 2023-09-30: EPS 4.69 2023-12-31: EPS 3.73 2024-03-31: EPS 4.28 2024-06-30: EPS 3.68 2024-09-30: EPS 3.86 2024-12-31: EPS 4.62 2025-03-31: EPS 4.01 2025-06-30: EPS 4.48 2025-09-30: EPS 4.44 2025-12-31: EPS 3.69 2026-03-31: EPS 4.75 2026-06-30: EPS 5.41 0.00 2.98 5.95 2022202320242025202606/26 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 11 8 11 13 2023202420252026

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
-167M100M368M 2023202420252026
Latest quarter $103M (2025-12-31)

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.