Federal Agricultural Mortgage (AGM) Ownership

190.92 ↑0.00 (0.00%)

As of April 23, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Federal Agricultural Mortgage (AGM), owning a total of 863 thousand shares. Combined, the top 29 institutional holders of AGM own 56.63% of the company with a total of 6.1 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of AGM by 58 thousand shares. 10 institutions bought 193,162 total additional shares and increased their ownership by an average of 15.13%. However 10 institutions sold 135,017 total shares and decreased their ownership by an average of 7.25%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Federal Agricultural Mortgage increased by a net total of 58,145 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	7.954%	-0.297%	862,765	-2,568	2023-12-31
FMR Inc	6.073%	9.812%	658,703	58,855	2023-12-31
Vanguard Group Inc	4.978%	2.743%	539,961	14,415	2023-12-31
Boston Partners Global Investors, Inc	4.153%	-5.454%	450,404	-25,981	2023-12-31
Dimensional Fund Advisors, Inc.	4.088%	-1.376%	443,369	-6,184	2023-12-31
Principal Financial Group Inc	2.830%	-5.240%	306,937	-16,971	2023-12-31
Copeland Capital Management, LLC	2.627%	-1.195%	284,953	-3,446	2023-12-31
Charles Schwab Investment Management Inc	2.203%	-0.484%	238,943	-1,162	2023-12-31
State Street Corporation	1.921%	3.987%	208,389	7,990	2023-12-31
Geode Capital Management, LLC	1.867%	4.771%	202,536	9,223	2023-12-31
Wellington Management Company LLP	1.602%	-11.315%	173,747	-22,168	2023-12-31
Loomis, Sayles & Company LP	1.595%	31.009%	172,988	40,945	2023-12-31
Rice Hall James & Associates, LLC	1.504%	-5.148%	163,176	-8,856	2023-12-31
Weybosset Research & Management LLC	1.105%	-0.797%	119,832	-963	2023-12-31
Northern Trust Corp	1.097%	5.292%	118,972	5,979	2023-12-31
American Century Companies Inc	0.881%	22.991%	95,575	17,866	2023-12-31
JPMorgan Chase & Co	0.772%	9.538%	83,747	7,292	2023-12-31
Morgan Stanley - Brokerage Accounts	0.707%	5.615%	76,719	4,079	2023-12-31
Goldman Sachs Group Inc	0.684%	55.577%	74,232	26,518	2023-12-31
Millennium Management LLC	0.616%	-41.155%	66,800	-46,718	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	7.954%	-0.297%	862,765	-2,568	2023-12-31
FMR Inc	6.073%	9.812%	658,703	58,855	2023-12-31
Vanguard Group Inc	4.978%	2.743%	539,961	14,415	2023-12-31
Boston Partners Global Investors, Inc	4.153%	-5.454%	450,404	-25,981	2023-12-31
Dimensional Fund Advisors, Inc.	4.088%	-1.376%	443,369	-6,184	2023-12-31
Principal Financial Group Inc	2.830%	-5.240%	306,937	-16,971	2023-12-31
Copeland Capital Management, LLC	2.627%	-1.195%	284,953	-3,446	2023-12-31
Charles Schwab Investment Management Inc	2.203%	-0.484%	238,943	-1,162	2023-12-31
State Street Corporation	1.921%	3.987%	208,389	7,990	2023-12-31
Geode Capital Management, LLC	1.867%	4.771%	202,536	9,223	2023-12-31
Wellington Management Company LLP	1.602%	-11.315%	173,747	-22,168	2023-12-31
Loomis, Sayles & Company LP	1.595%	31.009%	172,988	40,945	2023-12-31
Rice Hall James & Associates, LLC	1.504%	-5.148%	163,176	-8,856	2023-12-31
LSV Asset Management	1.237%	-36.461%	133,644	-76,689	2022-12-31
Weybosset Research & Management LLC	1.105%	-0.797%	119,832	-963	2023-12-31
Northern Trust Corp	1.097%	5.292%	118,972	5,979	2023-12-31
American Century Companies Inc	0.881%	22.991%	95,575	17,866	2023-12-31
Acadian Asset Management LLC	0.863%	0.000%	93,548	93,548	2023-06-30
Eagle Asset Management, Inc.	0.842%	-2.714%	91,294	-2,547	2023-09-30
ProShare Advisors LLC	0.815%	0.019%	88,010	17	2022-06-30
JPMorgan Chase & Co	0.772%	9.538%	83,747	7,292	2023-12-31
Matthew 25 Management Corp	0.738%	-1.235%	80,000	-1,000	2023-06-30
Nuveen Asset Management, LLC	0.733%	-9.792%	79,393	-8,618	2022-12-31
First Wilshire Securities Mgmt Inc (CA)	0.720%	0.008%	78,038	6	2023-03-31
Bank of New York Mellon Corp	0.714%	-5.488%	77,460	-4,498	2023-09-30
Renaissance Technologies Corp	0.712%	-0.899%	77,200	-700	2023-06-30
Morgan Stanley - Brokerage Accounts	0.707%	5.615%	76,719	4,079	2023-12-31
Goldman Sachs Group Inc	0.684%	55.577%	74,232	26,518	2023-12-31
Millennium Management LLC	0.616%	-41.155%	66,800	-46,718	2023-12-31

Mutual Fund Ownership

Fidelity Low-Priced Stock is the biggest individual fund holder of Federal Agricultural Mortgage (AGM), owning a total of 322 thousand shares. Combined, the top 34 mutual fund holders of AGM own 33.78% of the company with a total of 3.7 million shares.

In the latest ownership report on March 31st 2024, the top 34 fund holders increased their combined ownership of AGM by 1 thousand shares. 1 funds bought 1,390 total additional shares and increased their ownership by an average of 2.52%. However 1 funds sold 381 total shares and decreased their ownership by an average of 0.35%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Federal Agricultural Mortgage increased by a net total of 1,009 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Principal Edge SMA SMID Dividend Income	1.014%	-0.345%	109,927	-381	2024-03-31
Boston Partners Small Cap Value Equity	0.522%	2.516%	56,631	1,390	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.508%	0.000%	55,099	0	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity Low-Priced Stock	2.969%	-0.419%	322,052	-1,355	2024-01-31
Fidelity® Low-Priced Stock	2.912%	9.058%	315,638	26,216	2023-10-31
Vanguard Total Stock Mkt Idx Inv	2.494%	-0.437%	270,483	-1,188	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.465%	-0.120%	267,201	-322	2023-03-31
iShares Russell 2000 ETF	2.116%	1.417%	229,473	3,206	2024-03-28
Schwab US Dividend Equity ETF™	1.368%	0.054%	148,428	80	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.172%	-0.101%	127,125	-129	2024-02-29
Vanguard Extended Market Index Investor	1.081%	-0.022%	117,192	-26	2023-08-31
Edge SMA SMID Dividend Income	1.045%	-0.684%	113,245	-780	2023-08-31
Avantis US Small Cap Value ETF	1.034%	0.000%	112,110	0	2024-03-29
Principal Edge SMA SMID Dividend Income	1.014%	-0.345%	109,927	-381	2024-03-31
Principal Small-MidCap Dividend Inc Inst	1.002%	-11.337%	108,632	-13,890	2024-02-29
Fidelity Small Cap Index	0.844%	2.099%	91,518	1,881	2024-01-31
Fidelity® Small Cap Index	0.801%	2.620%	86,844	2,217	2023-10-31
DFA US Micro Cap I	0.743%	0.000%	80,626	0	2024-02-29
BlackRock Advantage Small Cap Core Instl	0.678%	-22.371%	73,467	-21,171	2023-07-31
iShares Russell 2000 Value ETF	0.668%	0.725%	72,435	521	2024-03-28
DFA US Small Cap I	0.643%	0.000%	69,691	0	2024-02-29
Eagle Small Cap Core Inst'l	0.621%	-2.283%	67,278	-1,572	2023-09-30
iShares Global Agriculture ETF Comm	0.613%	0.000%	66,496	0	2024-03-29
First Wilshire US SCV Equities SMA	0.605%	0.009%	65,536	6	2023-03-31
DFA US Targeted Value I	0.596%	0.000%	64,657	0	2024-02-29
ProShares Russell 2000 Dividend Growers	0.581%	-0.636%	62,948	-403	2023-06-22
Matthew 25	0.576%	-11.348%	62,500	-8,000	2023-12-31
Strategic Advisers® Small-Mid Cap	0.538%	0.000%	58,078	0	2022-08-31
Fidelity Extended Market Index	0.526%	1.556%	57,029	874	2024-02-29
Avantis® U.S. Small Cap Value ETF	0.524%	0.000%	56,781	0	2023-07-29
Boston Partners Small Cap Value Equity	0.522%	2.516%	56,631	1,390	2024-03-31
Boston Partners Small Cap Value II Inv	0.520%	-1.551%	56,370	-888	2024-01-31
Boston Partners Small Cap Value SMA	0.509%	1.924%	55,241	1,043	2023-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.508%	0.000%	55,099	0	2024-03-31
Foundry Partners Micro Cap Value	0.502%	0.000%	54,425	0	2023-12-31
Vanguard Dividend Appreciation ETF	0.498%	1.030%	53,969	550	2023-12-31
Fidelity® Extended Market Index	0.493%	0.000%	53,422	0	2023-11-30