Federal Agricultural Mortgage (AGM) Ownership

199.53 ↑0.24 (0.12%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

FMR Inc is the biggest individual institutional holder of Federal Agricultural Mortgage (AGM), owning a total of 823 thousand shares. Combined, the top 33 institutional holders of AGM own 63.02% of the company with a total of 6.9 million shares.

In the latest ownership report on September 30th 2024, the top 33 institutional holders increased their combined ownership of AGM by 77 thousand shares. 14 institutions bought 285,773 total additional shares and increased their ownership by an average of 7.02%. However 5 institutions sold 208,966 total shares and decreased their ownership by an average of 15.35%.

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 76,807 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	7.562%	8.055%	823,201	61,368	2024-09-30
Vanguard Group Inc	5.126%	0.474%	557,994	2,634	2024-09-30
Dimensional Fund Advisors, Inc.	3.974%	-2.292%	432,546	-10,148	2024-09-30
Boston Partners Global Investors, Inc	3.680%	-15.893%	400,576	-75,691	2024-09-30
Principal Financial Group Inc	2.937%	10.324%	319,701	29,917	2024-09-30
Copeland Capital Management, LLC	2.669%	0.063%	290,527	184	2024-09-30
CapTrust Financial Advisors	2.085%	9.983%	226,983	20,603	2024-09-30
State Street Corp	2.041%	0.643%	222,202	1,420	2024-09-30
Geode Capital Management, LLC	1.978%	0.190%	215,291	408	2024-09-30
American Century Companies Inc	1.824%	11.563%	198,591	20,583	2024-09-30
Wellington Management Company LLP	1.677%	5.914%	182,569	10,194	2024-09-30
Loomis, Sayles & Company LP	1.620%	-1.881%	176,368	-3,381	2024-09-30
Rice Hall James & Associates, LLC	1.581%	10.593%	172,129	16,487	2024-09-30
Northern Trust Corp	1.123%	2.537%	122,281	3,026	2024-09-30
Weybosset Research & Management LLC	1.018%	-2.469%	110,817	-2,805	2024-09-30
Charles Schwab Investment Management Inc	0.988%	6.377%	107,494	6,444	2024-09-30
Morgan Stanley - Brokerage Accounts	0.908%	-54.197%	98,831	-116,941	2024-09-30
International Assets Investment Management, LLC	0.861%	0.000%	93,705	93,705	2024-09-30
Renaissance Technologies Corp	0.720%	31.544%	78,400	18,800	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	7.562%	8.055%	823,201	61,368	2024-09-30
BlackRock Inc	7.129%	-2.298%	776,057	-18,250	2024-06-30
Vanguard Group Inc	5.126%	0.474%	557,994	2,634	2024-09-30
Dimensional Fund Advisors, Inc.	3.974%	-2.292%	432,546	-10,148	2024-09-30
Boston Partners Global Investors, Inc	3.680%	-15.893%	400,576	-75,691	2024-09-30
Principal Financial Group Inc	2.937%	10.324%	319,701	29,917	2024-09-30
Copeland Capital Management, LLC	2.669%	0.063%	290,527	184	2024-09-30
CapTrust Financial Advisors	2.085%	9.983%	226,983	20,603	2024-09-30
State Street Corp	2.041%	0.643%	222,202	1,420	2024-09-30
State Street Corporation	2.036%	6.290%	221,497	13,108	2024-03-31
Geode Capital Management, LLC	1.978%	0.190%	215,291	408	2024-09-30
American Century Companies Inc	1.824%	11.563%	198,591	20,583	2024-09-30
Wellington Management Company LLP	1.677%	5.914%	182,569	10,194	2024-09-30
Loomis, Sayles & Company LP	1.620%	-1.881%	176,368	-3,381	2024-09-30
Rice Hall James & Associates, LLC	1.581%	10.593%	172,129	16,487	2024-09-30
LSV Asset Management	1.237%	-36.461%	133,644	-76,689	2022-12-31
Northern Trust Corp	1.123%	2.537%	122,281	3,026	2024-09-30
Weybosset Research & Management LLC	1.018%	-2.469%	110,817	-2,805	2024-09-30
Charles Schwab Investment Management Inc	0.988%	6.377%	107,494	6,444	2024-09-30
Morgan Stanley - Brokerage Accounts	0.908%	-54.197%	98,831	-116,941	2024-09-30
International Assets Investment Management, LLC	0.861%	0.000%	93,705	93,705	2024-09-30
Acadian Asset Management LLC	0.863%	0.000%	93,548	93,548	2023-06-30
Millennium Management LLC	0.837%	36.401%	91,116	24,316	2024-03-31
JPMorgan Chase & Co	0.828%	7.527%	90,051	6,304	2024-03-31
ProShare Advisors LLC	0.815%	0.019%	88,010	17	2022-06-30
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
Renaissance Technologies Corp	0.720%	31.544%	78,400	18,800	2024-09-30
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
Eagle Asset Management, Inc.	0.699%	-0.729%	76,140	-559	2024-06-30
Goldman Sachs Group Inc	0.682%	55.577%	74,232	26,518	2023-12-31
Bridgeway Capital Management, LLC	0.620%	3.308%	67,450	2,160	2024-06-30

Mutual Fund Ownership

Fidelity® Low-Priced Stock is the biggest individual fund holder of Federal Agricultural Mortgage (AGM), owning a total of 316 thousand shares. Combined, the top 41 mutual fund holders of AGM own 39.57% of the company with a total of 4.3 million shares.

In the latest ownership report on November 30th 2024, the top 41 fund holders increased their combined ownership of AGM by 152 shares. 1 funds bought 665 total additional shares and increased their ownership by an average of 0.38%. However 1 funds sold 513 total shares and decreased their ownership by an average of 0.47%.

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 152 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Russell 2000 ETF	2.486%	0.000%	270,619	0	2024-11-30
Avantis US Small Cap Value ETF	1.594%	0.385%	173,541	665	2024-11-30
Principal Edge SMA SMID Dividend Income	0.991%	-0.473%	107,872	-513	2024-11-30
iShares Russell 2000 Growth ETF	0.690%	0.000%	75,119	0	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.515%	0.000%	56,099	0	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity® Low-Priced Stock	2.912%	9.058%	315,638	26,216	2023-10-31
Fidelity Low-Priced Stock	2.780%	-4.542%	302,632	-14,400	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.490%	-0.739%	271,018	-2,018	2024-10-31
iShares Russell 2000 ETF	2.486%	0.000%	270,619	0	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.465%	-0.120%	267,201	-322	2023-03-31
Avantis US Small Cap Value ETF	1.594%	0.385%	173,541	665	2024-11-30
Principal Small-MidCap Dividend Inc Inst	1.446%	10.537%	157,397	15,004	2024-10-31
Schwab US Dividend Equity ETF™	1.368%	0.054%	148,428	80	2024-02-29
Fidelity Small Cap Value Fund	1.332%	2.884%	145,000	4,064	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.172%	-0.324%	127,630	-415	2024-10-31
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
Principal Edge SMA SMID Dividend Income	0.991%	-0.473%	107,872	-513	2024-11-30
Fidelity Small Cap Index	0.847%	-0.876%	92,249	-815	2024-09-30
Fidelity® Small Cap Index	0.801%	2.620%	86,844	2,217	2023-10-31
DFA US Micro Cap I	0.741%	0.000%	80,626	0	2024-10-31
iShares Russell 2000 Growth ETF	0.690%	0.000%	75,119	0	2024-11-30
BlackRock Advantage Small Cap Core Instl	0.678%	-22.371%	73,467	-21,171	2023-07-31
iShares Russell 2000 Value ETF	0.638%	-0.132%	69,376	-92	2024-05-30
FIAM Small Cap Core Composite	0.624%	36.072%	67,900	18,000	2024-06-30
Eagle Small Cap Core Inst'l	0.621%	-2.283%	67,278	-1,572	2023-09-30
FIAM Small Cap Core CIT Cl B	0.616%	-3.597%	67,000	-2,500	2024-09-30
First Wilshire US SCV Equities SMA	0.605%	0.009%	65,536	6	2023-03-31
DFA US Targeted Value I	0.589%	0.000%	64,095	0	2024-10-31
Fidelity Global Value Growth Eq MF	0.588%	0.000%	64,000	0	2024-02-20
ProShares Russell 2000 Dividend Growers	0.581%	-0.636%	62,948	-403	2023-06-22
Matthew 25	0.565%	-4.651%	61,500	-3,000	2024-09-30
Strategic Advisers Fidelity US TtlStk	0.562%	-3.010%	61,220	-1,900	2024-09-30
iShares Global Agriculture ETF Comm	0.553%	0.133%	60,150	80	2024-08-30
Strategic Advisers® Small-Mid Cap	0.538%	0.000%	58,078	0	2022-08-31
Avantis® U.S. Small Cap Value ETF	0.524%	0.000%	56,781	0	2023-07-29
Boston Partners Small Cap Value Equity	0.521%	2.516%	56,631	1,390	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.515%	0.000%	56,099	0	2024-11-30
DFA US Small Cap I	0.515%	0.000%	56,044	0	2024-09-30
Dimensional US Targeted Value ETF	0.513%	0.000%	55,842	0	2024-11-29
Boston Partners Small Cap Value II Inv	0.511%	0.000%	55,625	0	2024-05-31
Fidelity Extended Market Index	0.506%	-6.282%	55,062	-3,691	2024-10-31
Foundry Partners Micro Cap Value	0.500%	0.000%	54,425	0	2024-09-30
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
Boston Partners Small Cap Value SMA	0.481%	-3.559%	52,330	-1,931	2024-09-30