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Archer-Daniels-Midland Company

ADM Consumer Staples
$68.94 $-1.09 (-1.56%)
Market Cap: $33.22 B
Gurus Holding
11
Popularity Rank
#345
% of Shares Held
0.74%
Net Activity (Q4 2025)
+$41.06 M

Guru Ownership Trend

Guru Analysis for Archer-Daniels-Midland Company (ADM)

Archer-Daniels-Midland Company (ADM), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $244.9 M.

Top institutional holders include Tom Gayner and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $41.06 M net inflow during the quarter.

Recent activity highlights Ken Fisher who increased their stake by 385.5%. Conversely, Murray Stahl reduced exposure by 10.7%.

Key Holders

Top 5 by Value

$86.57 M
$56.48 M
$26.31 M
$14.84 M
$5.75 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$42.8 M
Total Buy Value
New Buys 3
Additions 3
-$1.74 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
6

FAQs for Archer-Daniels-Midland Company (ADM)

Major holders include Tom Gayner ($86.57 M), Cliff Asness ($56.48 M), Joel Greenblatt ($26.31 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 3.55 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $41.06 M, with 6 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited ADM. The total reported sell value was $1.74 M.

Yes, 3 managers opened new positions in ADM, and 3 increased their existing holdings. The total reported buy value was $42.8 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.69% 1,505,800 $86.57 M Q4 2025
0.03% Add 128.3% 982,419 $56.48 M Q4 2025
0.10% Add 19.9% 457,709 $26.31 M Q4 2025
0.14% Reduce -5.8% 258,073 $14.84 M Q4 2025
1.78% 100,000 $5.75 M Q4 2025
0.02% New Buy 77,143 $4.43 M Q4 2025
0.01% Reduce 0.0% 68,092 $3.91 M Q4 2025
0.05% Reduce -10.7% 60,202 $3.46 M Q4 2025
0.29% New Buy 21,000 $1.21 M Q4 2025
0.00% Add 385.5% 17,098 $982,969 Q4 2025
0.00% New Buy 4,842 $278,367 Q4 2025
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SEC Form