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AGM — FEDERAL AGRIC MTG CORP

Reported value held$737.83M
Funds holding (latest)40
SectorFinancials
Funds holding (Q2 2026)31
Institutional value$617.45M · 3.11M sh
New / Add / Cut / Exit2 / 18 / 10 / 2
Top-5 / Top-10 concentration67.6% / 87.1%
Institutional holdings change Accumulating +0.6% (+19.60K sh)
Institutional value change Up +35.1%

As of Q2 2026, 31 SEC-registered investment managers reported holding AGM (FEDERAL AGRIC MTG CORP) in their latest 13F filings, with a combined reported value of $617.45M across 3.11M shares. That is +0.6% by share count (+19.60K shares) versus the previous quarter, while reported value moved +35.1%. Ownership is concentrated: the five largest holders account for 67.6% of reported value and the top ten for 87.1%.

Compared with the prior quarter, 2 opened new positions, 18 added to existing stakes, 10 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

AGM is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 31 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 783.72K $156.17M 0.00% Add
Charles Schwab Investment Management history 352.24K $70.19M 0.01% Add
Principal Global Investors history 345.94K $68.94M 0.03% Reduce
Wellington Management Group history 327.88K $65.34M 0.01% Add
Capital World Investors history 283.50K $56.49M 0.01% Add
Geode Capital Management history 244.53K $48.74M 0.00% Add
Northern Trust Corp history 117.45K $23.40M 0.00% Add
Invesco Ltd history 100.62K $20.05M 0.00% Reduce
Wells Fargo & Co history 76.40K $15.22M 0.00% Add
Morgan Stanley history 66.25K $13.20M 0.00% Add
BNY Mellon history 64.34K $12.82M 0.00% Add
Goldman Sachs Group history 62.02K $12.36M 0.00% Reduce
UBS Group AG history 39.34K $7.84M 0.00% Reduce
D. E. Shaw & Co history 34.62K $6.90M 0.00% Reduce
Citadel Advisors history 26.90K $5.36M 0.00% Reduce
Deutsche Bank AG history 25.49K $5.08M 0.00% Add
Renaissance Technologies history 24.00K $4.78M 0.01% New
Marshall Wace history 21.28K $4.24M 0.00% Reduce
AQR Capital Management history 19.74K $3.93M 0.00% Add
Bank of America Corp history 19.51K $3.89M 0.00% Add
Balyasny Asset Management history 16.32K $3.25M 0.00% Reduce
JPMorgan Chase & Co history 14.03K $2.80M 0.00% New
Legal & General Investment Management America history 7.89K $1.57M 0.00% Reduce
Citigroup Inc history 5.83K $1.16M 0.00% Add
Prudential Financial history 4.89K $974.83K 0.00% Reduce
Manulife Financial history 4.86K $968.45K 0.00% Add
CPP Investments history 3.50K $697.45K 0.00% Hold
Franklin Resources history 2.81K $559.95K 0.00% Add
Fidelity Management & Research (FMR) history 2.10K $418.26K 0.00% Add
PNC Financial Services history 415 $82.70K 0.00% Add
T. Rowe Price Associates history 13.61K $2.71K 0.00% Add

Q1 2026 — 31 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 737.48K $109.40M 0.00% Add
Principal Global Investors history 351.33K $52.12M 0.03% Add
Charles Schwab Investment Management history 323.59K $48.00M 0.01% Add
Wellington Management Group history 318.07K $47.19M 0.01% Add
Capital World Investors history 275.77K $40.91M 0.01% Hold
Geode Capital Management history 229.61K $34.07M 0.00% Add
Invesco Ltd history 116.44K $17.27M 0.00% Add
Northern Trust Corp history 112.85K $16.74M 0.00% Reduce
Goldman Sachs Group history 86.74K $12.87M 0.00% Reduce
Wells Fargo & Co history 68.61K $10.18M 0.00% Add
Marshall Wace history 64.87K $9.62M 0.01% Add
UBS Group AG history 64.67K $9.59M 0.00% Add
BNY Mellon history 60.41K $8.96M 0.00% Add
Citadel Advisors history 51.89K $7.70M 0.00% Add
Morgan Stanley history 46.94K $6.96M 0.00% Reduce
D. E. Shaw & Co history 40.94K $6.07M 0.00% Reduce
Millennium Management history 27.71K $4.11M 0.00% New
Balyasny Asset Management history 25.78K $3.82M 0.01% Add
Deutsche Bank AG history 23.89K $3.54M 0.00% Add
Bank of America Corp history 17.16K $2.55M 0.00% Add
Legal & General Investment Management America history 7.97K $1.18M 0.00% Reduce
Prudential Financial history 5.30K $786.85K 0.00% Reduce
AQR Capital Management history 5.00K $741.18K 0.00% Reduce
Manulife Financial history 4.52K $670.25K 0.00% Reduce
Janus Henderson Group history 4.04K $598.13K 0.00% Hold
CPP Investments history 3.50K $519.23K 0.00% Hold
Franklin Resources history 2.35K $348.33K 0.00% Reduce
Citigroup Inc history 1.78K $264.36K 0.00% Add
Fidelity Management & Research (FMR) history 1.61K $238.27K 0.00% Reduce
PNC Financial Services history 315 $46.73K 0.00% Reduce
T. Rowe Price Associates history 11.31K $1.68K 0.00% Add

Q4 2025 — 32 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 713.61K $125.29M 0.00% Add
Vanguard Group history 584.20K $102.57M 0.00% Hold
Fidelity Management & Research (FMR) history 343.62K $60.33M 0.00% Reduce
Principal Global Investors history 311.63K $54.71M 0.03% Reduce
Capital World Investors history 275.77K $48.42M 0.01% Hold
Wellington Management Group history 262.93K $46.16M 0.01% Add
Geode Capital Management history 221.12K $38.83M 0.00% Reduce
Northern Trust Corp history 116.50K $20.45M 0.00% Reduce
Charles Schwab Investment Management history 107.73K $18.91M 0.00% Add
Goldman Sachs Group history 87.29K $15.33M 0.00% Add
Morgan Stanley history 67.96K $11.93M 0.00% Reduce
Wells Fargo & Co history 67.20K $11.80M 0.00% Reduce
BNY Mellon history 59.94K $10.52M 0.00% Add
D. E. Shaw & Co history 55.11K $9.68M 0.01% Add
UBS Group AG history 46.14K $8.10M 0.00% Add
Marshall Wace history 45.52K $7.99M 0.01% Add
Citadel Advisors history 33.83K $5.94M 0.00% Reduce
Deutsche Bank AG history 22.97K $4.03M 0.00% Add
JPMorgan Chase & Co history 16.48K $2.89M 0.00% Reduce
Bank of America Corp history 15.99K $2.81M 0.00% Add
Invesco Ltd history 15.35K $2.70M 0.00% Add
Balyasny Asset Management history 13.13K $2.31M 0.00% New
Legal & General Investment Management America history 9.79K $1.72M 0.00% Reduce
AQR Capital Management history 6.38K $1.12M 0.00% Add
Prudential Financial history 5.39K $947.02K 0.00% Reduce
Manulife Financial history 4.61K $809.55K 0.00% Reduce
Janus Henderson Group history 4.04K $708.58K 0.00% Reduce
CPP Investments history 3.50K $614.50K 0.00% New
Franklin Resources history 2.46K $431.73K 0.00% New
Citigroup Inc history 1.68K $294.61K 0.00% Reduce
PNC Financial Services history 317 $55.66K 0.00% Add
T. Rowe Price Associates history 9.66K $1.70K 0.00% Add

Q3 2025 — 33 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 707.03K $118.77M 0.00% Reduce
Vanguard Group history 583.92K $98.09M 0.00% Hold
Fidelity Management & Research (FMR) history 489.86K $82.29M 0.00% Reduce
Principal Global Investors history 316.85K $53.23M 0.03% Hold
Capital World Investors history 275.77K $46.32M 0.01% New
Geode Capital Management history 222.43K $37.37M 0.00% Hold
Wellington Management Group history 182.02K $30.58M 0.01% Add
Northern Trust Corp history 122.08K $20.51M 0.00% Reduce
Charles Schwab Investment Management history 106.08K $17.82M 0.00% Hold
Morgan Stanley history 91.68K $15.40M 0.00% Reduce
Wells Fargo & Co history 69.29K $11.64M 0.00% Add
Citadel Advisors history 54.30K $9.12M 0.00% Add
BNY Mellon history 52.59K $8.83M 0.00% Hold
Goldman Sachs Group history 48.89K $8.21M 0.00% Add
Millennium Management history 47.47K $7.97M 0.00% Add
Renaissance Technologies history 42.10K $7.07M 0.01% Reduce
Marshall Wace history 37.60K $6.32M 0.01% Add
UBS Group AG history 33.53K $5.63M 0.00% Reduce
D. E. Shaw & Co history 31.18K $5.24M 0.00% Reduce
Deutsche Bank AG history 22.54K $3.79M 0.00% Add
JPMorgan Chase & Co history 20.49K $3.44M 0.00% Add
Bank of America Corp history 14.72K $2.47M 0.00% Reduce
Invesco Ltd history 14.67K $2.46M 0.00% Reduce
Janus Henderson Group history 13.59K $2.28M 0.00% Reduce
Legal & General Investment Management America history 10.53K $1.77M 0.00% Hold
Two Sigma Investments history 7.00K $1.18M 0.00% Reduce
Arrowstreet Capital history 6.22K $1.04M 0.00% Add
Prudential Financial history 5.92K $994.61K 0.00% Add
AQR Capital Management history 5.71K $959.28K 0.00% Add
Manulife Financial history 4.78K $802.27K 0.00% Reduce
Citigroup Inc history 2.12K $356.29K 0.00% Reduce
PNC Financial Services history 315 $52.91K 0.00% Reduce
T. Rowe Price Associates history 8.94K $1.50K 0.00% Add

Q2 2025 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 738.66K $143.51M 0.00% Reduce
Fidelity Management & Research (FMR) history 628.25K $122.06M 0.01% Add
Vanguard Group history 582.15K $113.10M 0.00% Add
Principal Global Investors history 317.71K $61.73M 0.03% Reduce
Geode Capital Management history 223.16K $43.36M 0.00% Add
Wellington Management Group history 173.67K $33.74M 0.01% Add
Northern Trust Corp history 124.78K $24.24M 0.00% Reduce
Charles Schwab Investment Management history 105.70K $20.54M 0.00% Reduce
Morgan Stanley history 100.21K $19.47M 0.00% Add
Wells Fargo & Co history 67.72K $13.16M 0.00% Reduce
BNY Mellon history 52.34K $10.17M 0.00% Add
Renaissance Technologies history 49.33K $9.58M 0.01% Reduce
Millennium Management history 44.46K $8.64M 0.00% Add
Fidelity International (FIL) history 43.40K $8.43M 0.01% Add
Goldman Sachs Group history 41.98K $8.16M 0.00% Reduce
D. E. Shaw & Co history 41.91K $8.14M 0.01% Add
UBS Group AG history 37.34K $7.26M 0.00% Add
Citadel Advisors history 34.29K $6.66M 0.00% Reduce
Invesco Ltd history 27.60K $5.36M 0.00% Reduce
Deutsche Bank AG history 21.72K $4.22M 0.00% Add
Janus Henderson Group history 18.94K $3.68M 0.00% Add
JPMorgan Chase & Co history 17.39K $3.38M 0.00% Reduce
Bank of America Corp history 17.07K $3.32M 0.00% Add
Two Sigma Investments history 16.76K $3.26M 0.01% New
Norges Bank Investment Management history 12.60K $2.45M 0.00% New
Legal & General Investment Management America history 10.56K $2.05M 0.00% Add
Balyasny Asset Management history 10.54K $2.05M 0.00% Add
Marshall Wace history 9.19K $1.78M 0.00% New
Manulife Financial history 5.02K $974.70K 0.00% Add
Arrowstreet Capital history 4.82K $935.46K 0.00% New
Prudential Financial history 4.51K $877.17K 0.00% Add
Citigroup Inc history 4.48K $869.79K 0.00% Reduce
AQR Capital Management history 3.15K $611.79K 0.00% Reduce
PNC Financial Services history 426 $82.76K 0.00% Add
T. Rowe Price Associates history 8.60K $1.67K 0.00% Add

Q1 2025 — 31 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 749.22K $140.49M 0.00% Reduce
Fidelity Management & Research (FMR) history 619.62K $116.19M 0.01% Reduce
Vanguard Group history 562.79K $105.53M 0.00% Add
Principal Global Investors history 330.53K $61.98M 0.04% Reduce
Geode Capital Management history 219.61K $41.19M 0.00% Add
Wellington Management Group history 172.57K $32.36M 0.01% Reduce
Northern Trust Corp history 134.50K $25.22M 0.00% Add
Charles Schwab Investment Management history 106.25K $19.92M 0.00% Add
Morgan Stanley history 86.19K $16.16M 0.00% Reduce
Wells Fargo & Co history 68.90K $12.92M 0.00% Add
BNY Mellon history 51.69K $9.69M 0.00% Reduce
Renaissance Technologies history 51.40K $9.64M 0.01% Add
Goldman Sachs Group history 47.81K $8.96M 0.00% Reduce
Citadel Advisors history 38.81K $7.28M 0.00% Add
D. E. Shaw & Co history 30.86K $5.79M 0.01% Add
Millennium Management history 29.46K $5.52M 0.00% Reduce
Invesco Ltd history 28.99K $5.44M 0.00% Reduce
Fidelity International (FIL) history 28.83K $5.41M 0.01% Hold
JPMorgan Chase & Co history 28.50K $5.34M 0.00% Reduce
UBS Group AG history 24.16K $4.53M 0.00% Reduce
Deutsche Bank AG history 19.63K $3.68M 0.00% Add
Bank of America Corp history 10.89K $2.04M 0.00% Reduce
Legal & General Investment Management America history 10.25K $1.92M 0.00% Reduce
Citigroup Inc history 8.14K $1.53M 0.00% Reduce
AQR Capital Management history 6.70K $1.26M 0.00% Add
Balyasny Asset Management history 5.78K $1.08M 0.00% Reduce
Manulife Financial history 4.75K $889.92K 0.00% Reduce
Janus Henderson Group history 4.04K $761.03K 0.00% Hold
Prudential Financial history 3.98K $745.54K 0.00% Hold
PNC Financial Services history 411 $77.07K 0.00% Hold
T. Rowe Price Associates history 7.77K $1.46K 0.00% Add

View all 40 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 783.72K 737.48K 713.61K 707.03K 738.66K 749.22K 753.92K 766.87K — — — — — — — — — — — —
Charles Schwab Investment Management 352.24K 323.59K 107.73K 106.08K 105.70K 106.25K 101.29K 107.49K 101.05K 96.91K 238.94K 240.10K 254.99K 232.43K 241.77K 225.07K 213.00K 204.46K 196.47K 180.16K
Principal Global Investors 345.94K 351.33K 311.63K 316.85K 317.71K 330.53K 333.98K 319.70K 289.78K 292.22K 306.94K 323.91K 333.39K 328.86K 278.69K 265.88K 267.15K 268.52K 263.69K 261.59K
Wellington Management Group 327.88K 318.07K 262.93K 182.02K 173.67K 172.57K 182.47K 182.57K 172.38K 159.26K 173.75K 195.91K 225.12K 254.47K 267.61K 287.40K 301.72K 268.96K 273.21K 282.07K
Capital World Investors 283.50K 275.77K 275.77K 275.77K — — — — — — — — — — — — — — — —
Geode Capital Management 244.53K 229.61K 221.12K 222.43K 223.16K 219.61K 214.78K 215.29K 214.88K 210.71K 202.54K 193.31K 183.32K 177.88K 168.47K 165.17K 165.26K 163.07K 171.15K 166.13K
Northern Trust Corp 117.45K 112.85K 116.50K 122.08K 124.78K 134.50K 129.87K 122.28K 119.25K 119.81K 118.97K 112.99K 113.52K 108.62K 109.04K 104.84K 104.89K 104.88K 106.51K 107.61K
Invesco Ltd 100.62K 116.44K 15.35K 14.67K 27.60K 28.99K 34.61K 36.26K 34.06K 39.86K 39.89K 43.42K 39.94K 20.19K 21.95K 17.52K 19.34K 14.88K 18.60K 19.47K
Wells Fargo & Co 76.40K 68.61K 67.20K 69.29K 67.72K 68.90K 63.21K 56.89K 59.07K 59.62K 59.81K 60.37K 64.99K 64.59K 58.80K 55.11K 56.67K 61.73K 58.02K 54.40K
Morgan Stanley 66.25K 46.94K 67.96K 91.68K 100.21K 86.19K 88.24K 98.83K 107.89K 106.54K 76.72K 72.64K 42.79K 32.59K 27.50K 32.49K 37.00K 24.02K 32.93K 32.15K
BNY Mellon 64.34K 60.41K 59.94K 52.59K 52.34K 51.69K 52.03K 55.17K 62.02K 63.00K 66.54K 77.46K 81.96K 80.07K 79.39K 86.02K 85.29K 92.04K 90.96K 93.00K
Goldman Sachs Group 62.02K 86.74K 87.29K 48.89K 41.98K 47.81K 64.58K 58.92K 34.77K 33.86K 37.12K 47.71K 44.32K 35.13K 32.75K 26.48K 20.68K 23.03K 43.24K 30.56K
UBS Group AG 39.34K 64.67K 46.14K 33.53K 37.34K 24.16K 28.14K 22.82K 21.93K 30.91K 48.56K 43.50K 41.17K 37.03K 38.05K 37.17K 35.27K 26.68K 29.14K 25.27K
D. E. Shaw & Co 34.62K 40.94K 55.11K 31.18K 41.91K 30.86K 13.42K 16.32K 14.62K 45.63K 54.61K 14.06K 12.62K 18.52K 2.04K — — 28.80K 28.80K —
Citadel Advisors 26.90K 51.89K 33.83K 54.30K 34.29K 38.81K 33.69K 34.58K 40.14K 54.17K 115.53K 89.48K 21.04K 13.60K 10.38K 35.10K 20.29K 18.78K 20.54K 47.61K
Deutsche Bank AG 25.49K 23.89K 22.97K 22.54K 21.72K 19.63K 14.74K 18.68K 10.96K 10.14K 10.17K 5.42K 5.24K 7.44K 6.10K 5.07K 6.35K 7.06K 7.71K 7.63K
Renaissance Technologies 24.00K — — 42.10K 49.33K 51.40K 50.20K 78.40K 59.60K 89.90K 66.30K 65.10K 77.20K 77.90K 38.70K 28.20K 33.15K 30.20K 28.80K 28.20K
Marshall Wace 21.28K 64.87K 45.52K 37.60K 9.19K — — — — — — — — — — — — — — —
AQR Capital Management 19.74K 5.00K 6.38K 5.71K 3.15K 6.70K 6.19K 6.00K 15.25K 11.29K 4.34K 6.04K 5.77K 5.35K 9.64K 9.94K 11.84K 13.60K 13.82K 14.18K
Bank of America Corp 19.51K 17.16K 15.99K 14.72K 17.07K 10.89K 15.02K 12.89K 16.31K 14.81K 18.57K 14.71K 11.77K 15.72K 14.55K 11.50K 7.63K 12.09K 16.34K 12.99K

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