Guru Ownership Trend
Guru Analysis for AGCO Corporation (AGCO)
AGCO Corporation (AGCO), a key player in the Industrials sector, continues to attract institutional attention.
As of Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $372.45 M.
Top institutional holders include Chris Davis and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.86 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 116.4%. Conversely, Ray Dalio reduced exposure by 64.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for AGCO Corporation (AGCO)
Major holders include Chris Davis ($241.78 M), Cliff Asness ($36.54 M), Jeremy Grantham ($33.43 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 3.32 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.86 M, with 6 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited AGCO. The total reported sell value was $34.82 M.
Yes, 2 managers opened new positions in AGCO, and 4 increased their existing holdings. The total reported buy value was $32.96 M.
