Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AGM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 737K | $109.4M | +3.3% | 6.767% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 397K | $58.9M | — | 3.643% | 0.00% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 395K | $58.6M | +6.2% | 3.627% | 0.01% |
| 4 | PRINCIPAL FINANCIAL GROUP INC | 351K | $52.1M | +12.7% | 3.224% | 0.03% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 324K | $48.0M | +200.4% | 2.969% | 0.01% |
| 6 | AMERICAN CENTURY COMPANIES INC | 323K | $48.0M | +7.7% | 2.967% | 0.02% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 318K | $47.2M | +21.0% | 2.919% | 0.01% |
| 8 | Boston Partners | 278K | $41.3M | -19.6% | 2.550% | 0.04% |
| 9 | Capital World Investors | 276K | $40.9M | 0.0% | 2.530% | 0.01% |
| 10 | CAPTRUST FINANCIAL ADVISORS | 266K | $39.5M | -25.8% | 2.443% | 0.07% |
| 11 | Copeland Capital Management, LLC | 237K | $35.1M | -1.8% | 2.171% | 0.78% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 230K | $34.1M | +3.8% | 2.107% | 0.00% |
| 13 | LOOMIS SAYLES & CO L P | 219K | $32.4M | -3.0% | 2.005% | 0.04% |
| 14 | STATE STREET CORP | 214K | $31.7M | +2.0% | 1.960% | 0.00% |
| 15 | RAYMOND JAMES FINANCIAL INC | 215K | $31.5M | -4.0% | 1.970% | 0.01% |
| 16 | Invesco Ltd. | 116K | $17.3M | +658.5% | 1.068% | 0.00% |
| 17 | RICE HALL JAMES & ASSOCIATES, LLC | 115K | $17.0M | +2.0% | 1.052% | 0.95% |
| 18 | NORTHERN TRUST CORP | 113K | $16.7M | -3.1% | 1.035% | 0.00% |
| 19 | WEYBOSSET RESEARCH & MANAGEMENT LLC | 104K | $15.4M | -0.4% | 0.952% | 4.44% |
| 20 | Empowered Funds, LLC | 96K | $14.3M | +55.5% | 0.884% | 0.09% |
| 21 | GOLDMAN SACHS GROUP INC | 87K | $12.9M | -0.6% | 0.796% | 0.00% |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 76K | $11.2M | +16.5% | 0.696% | 0.00% |
| 23 | VANGUARD PORTFOLIO MANAGEMENT LLC | 74K | $11.0M | — | 0.679% | 0.00% |
| 24 | WELLS FARGO & COMPANY/MN | 69K | $10.2M | +2.1% | 0.630% | 0.00% |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 68K | $10.1M | -4.1% | 0.626% | 0.20% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AGM — a direct measure of their conviction.
Filings activity in AGM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 226 | 3.4% | 54.85% | 9.49 pp | $1.09B | 15% |
| Q4 2025 | 234 | +0.4% | 64.34% | +2.82 pp | $1.28B | +4.6% |
| Q3 2025 | 233 | 7.9% | 61.52% | 8.71 pp | $1.22B | 12% |
| Q2 2025 | 253 | +5.0% | 70.23% | +5.72 pp | $1.39B | +8.9% |
| Q1 2025 | 241 | +0.0% | 64.51% | 3.03 pp | $1.28B | 4.5% |
| Q4 2024 | 241 | +3.4% | 67.54% | +1.38 pp | $1.34B | +2.1% |
| Q3 2024 | 233 | +5.9% | 66.16% | +2.57 pp | $1.31B | +4.0% |
| Q2 2024 | 220 | — | 63.59% | — | $1.26B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AGM stock.
Based on Q1 2026 13F filings, institutional ownership of Federal Agricultural Mortgage Corporation stands at 54.9%, held across 226 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of AGM, with approximately 737,476 shares worth $0.11B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of AGM.
Our composite Smart Money Score for AGM is 22 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
37 institutions opened new positions in AGM during Q1 2026, while 45 fully exited. 35 added to existing positions and 153 trimmed.
AGM institutional ownership fell by 9.49 percentage points quarter-over-quarter, with a net change of -8 holders.
The top 10 institutions account for 50.0% of all reported 13F value in AGM, and the top 25 account for 77.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Federal Agricultural Mortgage Corporation (AGM) Institutional Ownership