AGRO — ADECOAGRO S A
As of Q2 2026, 15 SEC-registered investment managers reported holding AGRO (ADECOAGRO S A) in their latest 13F filings, with a combined reported value of $63.97M across 6.70M shares. That is +28.3% by share count (+1.48M shares) versus the previous quarter, while reported value moved -18.4%. Ownership is concentrated: the five largest holders account for 70.7% of reported value and the top ten for 95.1%.
Compared with the prior quarter, 3 opened new positions, 8 added to existing stakes, 4 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AGRO is classified in the Consumer Staples 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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Two Sigma Investments history | Q2 2026 | 1.88M | $17.94M | 0.01% | Add |
| BNY Mellon history | Q4 2023 | 855.36K | $9.49M | 0.00% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 791.42K | $7.56M | 0.00% | Add |
| Amundi US history | Q2 2026 | 782.43K | $7.47M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 708.40K | $6.77M | 0.00% | Add |
| Causeway Capital Management history | Q1 2025 | 563.08K | $6.29M | 0.13% | Reduce |
| Morgan Stanley history | Q2 2026 | 571.89K | $5.46M | 0.00% | Add |
| Point72 Asset Management history | Q2 2026 | 519.04K | $4.96M | 0.01% | Add |
| Geode Capital Management history | Q3 2021 | 395.74K | $3.54M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 327.66K | $3.13M | 0.00% | Reduce |
| Lazard Asset Management history | Q1 2026 | 197.26K | $2.96M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 295.32K | $2.85M | 0.00% | New |
| Goldman Sachs Group history | Q2 2026 | 258.34K | $2.47M | 0.00% | Add |
| Renaissance Technologies history | Q4 2021 | 314.20K | $2.41M | 0.00% | New |
| Wellington Management Group history | Q4 2025 | 303.87K | $2.41M | 0.00% | New |
| Invesco Ltd history | Q2 2026 | 234.69K | $2.24M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 208.40K | $1.99M | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q4 2024 | 208.50K | $1.97M | 0.00% | Reduce |
| Vanguard Group history | Q3 2021 | 182.20K | $1.65M | 0.00% | Add |
| Arrowstreet Capital history | Q2 2022 | 171.58K | $1.45M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 295.32K sh · $2.85M
- Millennium Management 79.25K sh · $756.83K
- Balyasny Asset Management 19.28K sh · $184.12K
Fully Exited (vs previous quarter)
- Lazard Asset Management sold 197.26K sh · $2.96M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Two Sigma Investments | — | — | 113.60K | — | — | — | — | — | — | 379.19K | 209.72K | 331.60K | 130.75K | 95.75K | 22.16K | 51.91K | 218.70K | 440.96K | 1.11M | 1.88M |
| D. E. Shaw & Co | 307.22K | 344.15K | 601.76K | 618.39K | 533.78K | 192.53K | 145.82K | 29.50K | 13.53K | 55.56K | 44.35K | 305.14K | 556.64K | 423.97K | 362.41K | 62.09K | 188.16K | 122.61K | 610.13K | 791.42K |
| Amundi US | 1.16M | 971.24K | 787.88K | 729.67K | 762.57K | 789.57K | 850.17K | 848.51K | 685.32K | 659.23K | 874.61K | 1.08M | 827.88K | 695.24K | 730.77K | 678.07K | 116.30K | — | 95.60K | 782.43K |
| UBS Group AG | 104.87K | 1.04K | 2.00K | 39.17K | 44.38K | 36.41K | 6.28K | 600 | 140 | — | 20.68K | 13.36K | 19.78K | 517.04K | 248.51K | 26.86K | 28.98K | 235.23K | 471.10K | 708.40K |
| Morgan Stanley | 1.52M | 1.62M | 1.41M | 783.85K | 566.01K | 547.28K | 443.16K | 100.40K | 207.30K | 674.87K | 1.19M | 835.50K | 453.82K | 706.98K | 578.26K | 308.22K | 155.30K | 272.20K | 445.24K | 571.89K |
| Point72 Asset Management | — | — | — | — | — | — | — | — | — | — | 9.30K | 23.80K | 43.80K | 59.72K | 10.57K | — | 65.75K | 163.45K | 98.11K | 519.04K |
| Citadel Advisors | 61.30K | 412.88K | 291.40K | 198.22K | 157.76K | 62.20K | 253.29K | 177.31K | 161.53K | 314.92K | 78.80K | 160.77K | 18.47K | 48.85K | 219.01K | 54.52K | 237.17K | 176.74K | 1.48M | 327.66K |
| JPMorgan Chase & Co | 668.33K | 172.19K | 312.04K | 401.27K | 329.49K | 134.44K | 267.88K | 464.52K | 559.72K | 1.00M | 877.12K | 814.24K | 639.97K | 477.55K | 314.87K | 44.83K | — | 3.08K | — | 295.32K |
| Goldman Sachs Group | 141.72K | — | — | 1.54M | 1.23M | 1.92M | 845.45K | 386.16K | 238.63K | 347.69K | 287.05K | 315.41K | 196.11K | 58.46K | 86.74K | 34.08K | 192.52K | 286.81K | 168.97K | 258.34K |
| Invesco Ltd | 118.00K | 99.46K | 285.89K | 1.08M | 338.03K | 346.92K | 292.55K | 1.20M | 837.06K | 626.93K | 634.54K | 620.07K | 637.12K | 318.42K | 246.01K | 458.69K | 434.82K | 22.35K | 35.82K | 234.69K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 338.80K | 341.36K | 265.72K | 293.78K | 352.22K | 383.43K | 429.67K | 208.40K |
| Millennium Management | 573.55K | 2.41M | 683.95K | 47.33K | 179.58K | 72.01K | 46.52K | — | 825.95K | 1.01M | 874.14K | 351.33K | 75.04K | 58.69K | 85.14K | 270.23K | 81.07K | 276.38K | — | 79.25K |
| Bank of America Corp | 69.58K | 3.80K | 13.83K | 133.65K | 138.64K | 107.31K | 117.03K | 139.89K | 279.94K | 360.18K | 396.36K | 315.27K | 299.34K | 205.45K | 174.59K | 6.49K | 5.63K | 5.50K | 78.54K | 19.56K |
| Balyasny Asset Management | — | — | — | 24.25K | — | 36.75K | 32.88K | 49.86K | 143.25K | 340.98K | 71.22K | — | — | — | 146.04K | 17.60K | — | 113.78K | — | 19.28K |
| Wells Fargo & Co | 316.96K | 97.49K | 400 | 3.50K | — | — | 6.21K | 6.21K | 6.21K | 6.21K | 6.21K | 6.26K | 6.26K | 6.49K | 6.26K | 800 | 800 | 800 | 1.58K | 800 |
| Citigroup Inc | 147.30K | 105.80K | 6.15K | 2.64K | 1.64K | 1.64K | 91.46K | 168.06K | 236.99K | 236.99K | 236.99K | 236.99K | 500.11K | 582.26K | 1.04K | 429 | 2.33K | 6.06K | — | — |
| Lazard Asset Management | 560 | 5.44K | 6.42K | 5.81K | 17.23K | — | — | — | — | 4.12K | 229 | — | 10.61K | 13.41K | 51 | 116.93K | — | 188.92K | 197.26K | — |
| Legal & General Investment Management America | 818.50K | 150.47K | 150.47K | 110.00K | 110.00K | 92.39K | 92.39K | 92.39K | 92.39K | 92.39K | 92.39K | 92.39K | 92.39K | 92.39K | 92.39K | 75.99K | 75.99K | 75.99K | — | — |
| Northern Trust Corp | 297.01K | 10.14K | — | — | — | — | — | 17.53K | 16.74K | 16.74K | 12.96K | 12.96K | 12.73K | 57.55K | 55.57K | 16.50K | 15.58K | 14.62K | — | — |
| Wellington Management Group | 391.98K | 416.60K | 124.39K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 303.87K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details