Guru Ownership Over Time
Guru Analysis for AGCO Corporation (AGCO)
AGCO Corporation (AGCO), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $279.42 M.
Top institutional holders include Chris Davis and Jeremy Grantham.
Institutional sentiment is currently Bullish. This is evidenced by a $5.07 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 207.5%. Conversely, Jeremy Grantham reduced exposure by 9.4%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 1.01% | Add 0.5% | 1,812,922 | $194.11 M | Q3 2025 | |
| 0.08% | Reduce -9.4% | 277,907 | $29.76 M | Q3 2025 | |
| 0.03% | Add 207.5% | 232,800 | $24.93 M | Q3 2025 | |
| 0.08% | Reduce -6.7% | 164,545 | $17.62 M | Q3 2025 | |
| 0.00% | Add 182.0% | 46,035 | $4.93 M | Q3 2025 | |
| 0.01% | Reduce -0.1% | 22,908 | $2.45 M | Q3 2025 | |
| 0.19% | Reduce -4.8% | 9,500 | $1.02 M | Q3 2025 | |
| 0.09% | Add 97.5% | 9,389 | $1.01 M | Q3 2025 | |
| 0.05% | 3,376 | $361,468 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for AGCO Corporation (AGCO)
Top Guru holders include Chris Davis ($194.11 M), Jeremy Grantham ($29.76 M), Renaissance Technologies ($24.93 M). Collectively, tracked Gurus hold 2.58 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $5.07 M, with 4 Gurus buying and 5 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 1 Gurus sold out of AGCO completely. Total sell value was $16.32 M.
Yes, 0 Gurus opened new positions in AGCO, and 4 added to their existing holdings. Total buy value was $21.39 M.