Jeremy Grantham's AGCO Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 277,907 shares of AGCO Corporation (AGCO) worth $29.76 M, representing 0.08% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in AGCO, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 384,100 shares. Largest reduction occurred in Q1 2023, reducing 335,100 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's AGCO Corporation (AGCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly AGCO Corporation (AGCO) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +39,233 | Add 0.00% | 39,232 | $50.19 |
| Q3 2013 | +13,177 | Add 33.59% | 52,409 | $60.43 |
| Q4 2013 | +9,962 | Add 19.01% | 62,371 | $59.19 |
| Q1 2014 | -22,371 | Reduce 35.87% | 40,000 | $55.15 |
| Q2 2014 | -40,000 | Sold Out | 40,000 | $55.15 |
| Q4 2015 | +151,100 | New Buy | 151,100 | $45.39 |
| Q1 2016 | +384,100 | Add 254.20% | 535,200 | $49.70 |
| Q2 2016 | +147,644 | Add 27.59% | 682,844 | $47.13 |
| Q3 2016 | -321,900 | Reduce 47.14% | 360,944 | $49.32 |
| Q4 2016 | -249,024 | Reduce 68.99% | 111,920 | $57.86 |
| Q1 2017 | -44,476 | Reduce 39.74% | 67,444 | $60.18 |
| Q2 2017 | +4,500 | Add 6.67% | 71,944 | $67.39 |
| Q3 2017 | -12,400 | Reduce 17.24% | 59,544 | $73.78 |
| Q4 2017 | +9,800 | Add 16.46% | 69,344 | $71.43 |
| Q1 2018 | -10,700 | Reduce 15.43% | 58,644 | $64.85 |
| Q2 2018 | -39,144 | Reduce 66.75% | 19,500 | $60.72 |
| Q3 2018 | +16,500 | Add 84.62% | 36,000 | $60.78 |
| Q4 2018 | +4,800 | Add 13.33% | 40,800 | $55.66 |
| Q1 2019 | +14,300 | Add 35.05% | 55,100 | $69.55 |
| Q2 2019 | +17,600 | Add 31.94% | 72,700 | $77.57 |
| Q3 2019 | +17,000 | Add 23.38% | 89,700 | $75.70 |
| Q4 2019 | +32,900 | Add 36.68% | 122,600 | $77.25 |
| Q1 2020 | +69,400 | Add 56.61% | 192,000 | $47.25 |
| Q2 2020 | -77,815 | Reduce 40.53% | 114,185 | $55.46 |
| Q3 2020 | +11,721 | Add 10.26% | 125,906 | $74.27 |
| Q4 2020 | +95,793 | Add 76.08% | 221,699 | $103.09 |
| Q1 2021 | -3,826 | Reduce 1.73% | 217,873 | $143.65 |
| Q2 2021 | +181,436 | Add 83.28% | 399,309 | $130.38 |
| Q3 2021 | +191,209 | Add 47.88% | 590,518 | $122.53 |
| Q4 2021 | +42,245 | Add 7.15% | 632,763 | $116.02 |
| Q1 2022 | +107,310 | Add 16.96% | 740,073 | $146.03 |
| Q2 2022 | +62,856 | Add 8.49% | 802,929 | $98.70 |
| Q3 2022 | +197,594 | Add 24.61% | 1 M | $96.17 |
| Q4 2022 | -29,700 | Reduce 2.97% | 970,823 | $138.69 |
| Q1 2023 | -335,100 | Reduce 34.52% | 635,723 | $135.20 |
| Q2 2023 | +47,421 | Add 7.46% | 683,144 | $131.42 |
| Q3 2023 | -241,162 | Reduce 35.30% | 441,982 | $118.28 |
| Q4 2023 | -85,436 | Reduce 19.33% | 356,546 | $121.41 |
| Q1 2024 | +32,779 | Add 9.19% | 389,325 | $123.02 |
| Q2 2024 | +181,675 | Add 46.66% | 571,000 | $97.88 |
| Q3 2024 | -34,385 | Reduce 6.02% | 536,615 | $97.86 |
| Q4 2024 | -92,406 | Reduce 17.22% | 444,209 | $93.48 |
| Q1 2025 | -65,782 | Reduce 14.81% | 378,427 | $92.57 |
| Q2 2025 | -71,790 | Reduce 18.97% | 306,637 | $103.16 |
| Q3 2025 | -28,730 | Reduce 9.37% | 277,907 | $107.07 |
Jeremy Grantham's AGCO Corporation Investment FAQs
Jeremy Grantham first purchased AGCO Corporation (AGCO) in Q2 2013, acquiring 39,232 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held AGCO Corporation (AGCO) for 50 quarters since Q2 2013.
Jeremy Grantham's largest addition to AGCO Corporation (AGCO) was in Q1 2016, adding 535,200 shares worth $26.6 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 277,907 shares of AGCO Corporation (AGCO), valued at approximately $29.76 M.
As of the Q3 2025 filing, AGCO Corporation (AGCO) represents approximately 0.08% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in AGCO Corporation (AGCO) was 1,000,523 shares, as reported at the end of Q3 2022.