Who owns Federal Agricultural Mortgage (AGM)
Which tracked institutional funds hold AGM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AGM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AGM is one-sided between 2026-Q1 and 2026-Q2: 88 added or opened and 29 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AGM’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AGM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AGM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 240 tracked filers holding AGM, 143 increased or opened the position and 99 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AGM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- HEARTLAND ADVISORS INC$8M
- RENAISSANCE TECHNOLOGIES LLC$5M
- MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3M
- DEAN INVESTMENT ASSOCIATES, LLC$2M
- Dean Capital Management$2M
- Legato Capital Management LLC$863K
Full exits 21
- Thrivent Financial for Lutherans$65M
- Mountain Lake Investment Management LLC$6M
- CITADEL ADVISORS LLC$6M
- CSM Advisors, LLC$4M
- MILLENNIUM MANAGEMENT LLC$4M
- GW&K Investment Management, LLC$4M
Largest adds
- BlackRock, Inc.$47M
- DIMENSIONAL FUND ADVISORS LP$31M
- CAPTRUST FINANCIAL ADVISORS$26M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$22M
- AMERICAN CENTURY COMPANIES INC$22M
- WELLINGTON MANAGEMENT GROUP LLP$21M
Largest trims
- Qube Research & Technologies Ltd$8M
- MARSHALL WACE, LLP$5M
- UBS Group AG$2M
- BALYASNY ASSET MANAGEMENT L.P.$573K
- GOLDMAN SACHS GROUP INC$508K
- FIRST TRUST ADVISORS LP$500K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 783,717 | $156M | 10.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 449,729 | $90M | 6.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 396,577 | $79M | 5.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 352,237 | $70M | 4.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 349,132 | $70M | 4.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 345,943 | $69M | 4.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 327,881 | $65M | 4.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 327,467 | $65M | 4.5% | 2026-Q2 |
| Boston Partners added | 290,603 | $58M | 4.0% | 2026-Q2 |
| Capital World Investors added | 283,502 | $56M | 3.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 244,532 | $49M | 3.3% | 2026-Q2 |
| Copeland Capital Management, LLC trimmed | 229,813 | $46M | 3.1% | 2026-Q2 |
| STATE STREET CORP added | 228,476 | $46M | 3.1% | 2026-Q2 |
| LOOMIS SAYLES & CO L P added | 225,450 | $45M | 3.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 205,183 | $41M | 2.8% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 118,094 | $24M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 117,446 | $23M | 1.6% | 2026-Q2 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC added | 104,203 | $21M | 1.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 100,624 | $20M | 1.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 81,476 | $16M | 1.1% | 2026-Q2 |
| Nuveen, LLC added | 76,545 | $15M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 76,403 | $15M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 75,026 | $15M | 1.0% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 71,700 | $14M | 1.0% | 2026-Q2 |
| MORGAN STANLEY added | 66,246 | $13M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 64,337 | $13M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 62,025 | $12M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 59,411 | $12M | 0.8% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 57,430 | $11M | 0.8% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 42,682 | $9M | 0.6% | 2026-Q2 |
| Man Group plc added | 41,629 | $8M | 0.6% | 2026-Q2 |
| BARCLAYS PLC added | 41,606 | $8M | 0.6% | 2026-Q2 |
| HUNTINGTON BANCSHARES INC /MD/ | 40,472 | $8M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 39,343 | $8M | 0.5% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 37,990 | $8M | 0.5% | 2026-Q2 |
| HEARTLAND ADVISORS INC new | 37,728 | $8M | 0.5% | 2026-Q2 |
| Ballast Asset Management, LP trimmed | 37,226 | $7M | 0.5% | 2026-Q2 |
| Empirical Finance, LLC trimmed | 35,436 | $7M | 0.5% | 2026-Q2 |
| Barnett & Company, Inc. trimmed | 34,823 | $7M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 30,420 | $6M | 0.4% | 2026-Q2 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC trimmed | 26,820 | $5M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 25,494 | $5M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 24,040 | $5M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 24,000 | $5M | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 23,966 | $5M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 21,284 | $4M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 20,916 | $4M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 20,896 | $4M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 19,743 | $4M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 19,507 | $4M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 19,150 | $4M | 0.3% | 2026-Q2 |
| Pullen Investment Management, LLC added | 18,994 | $4M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 18,746 | $4M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 18,681 | $4M | 0.3% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 18,465 | $4M | 0.3% | 2026-Q2 |
| Global Alpha Capital Management Ltd. added | 18,367 | $4M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,867 | $3M | 0.2% | 2026-Q2 |
| VELA Investment Management, LLC added | 16,648 | $3M | 0.2% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC new | 16,576 | $3M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 16,536 | $3M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 16,428 | $3M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 16,320 | $3M | 0.2% | 2026-Q2 |
| Militia Capital Management LLC | 16,000 | $3M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 15,711 | $3M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 15,490 | $3M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 14,322 | $3M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 14,033 | $3M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 13,609 | $3M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 13,028 | $3M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 12,315 | $2M | 0.2% | 2026-Q2 |
| DEAN INVESTMENT ASSOCIATES, LLC new | 11,449 | $2M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 11,105 | $2M | 0.1% | 2026-Q2 |
| Matthew 25 Management Corp trimmed | 11,000 | $2M | 0.1% | 2026-Q2 |
| Cruiser Capital Advisors, LLC | 10,981 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 10,550 | $2M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 8,971 | $2M | 0.1% | 2026-Q2 |
| Dean Capital Management new | 8,306 | $2M | 0.1% | 2026-Q2 |
| Applied Capital LLC/FL added | 8,221 | $2M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 7,889 | $2M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 7,786 | $2M | 0.1% | 2026-Q2 |
| Verdence Capital Advisors LLC trimmed | 6,772 | $1M | 0.1% | 2026-Q2 |
| M&T Bank Corp added | 6,710 | $1M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 6,280 | $1M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 6,245 | $1M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 5,826 | $1M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 5,656 | $1M | 0.1% | 2026-Q2 |
| HUDSON EDGE INVESTMENT PARTNERS INC. trimmed | 5,649 | $1M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 5,587 | $1M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 5,492 | $1M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 5,462 | $1M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 5,291 | $1M | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 5,141 | $1M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 4,892 | $975K | 0.1% | 2026-Q2 |
| Creative Planning added | 4,871 | $971K | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 4,860 | $968K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 4,662 | $929K | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 4,577 | $912K | 0.1% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. | 4,567 | $910K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 4,341 | $865K | 0.1% | 2026-Q2 |
| Legato Capital Management LLC added | 4,331 | $863K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.