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Adecoagro S.A.

AGRO
Exchange
NYSE
Industry
Agricultural Production-Crops
SEC CIK
0001499505

No open-market purchases or sales by Adecoagro S.A. insiders were filed in the last 90 days; 86 institutions reported holding it in 13F filings for Q2 2026, worth $143.3M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Adecoagro S.A. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
112
+25 vs. Q3 2023
Shares held
48.3M
+15.3K (0.0%) vs. Q3 2023
Total value
$536.4M
−$28.2M (−5.0%) vs. Q3 2023
New holders
36
44 more added
Sold out
11
18 more reduced

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AGRO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 112 institutions
Q1 2021: 81 institutionsQ2 2021: 110 institutionsQ3 2021: 106 institutionsQ4 2021: 101 institutionsQ1 2022: 92 institutionsQ2 2022: 91 institutionsQ3 2022: 89 institutionsQ4 2022: 72 institutionsQ1 2023: 76 institutionsQ2 2023: 81 institutionsQ3 2023: 87 institutionsQ4 2023: 112 institutionsQ1 2024: 115 institutionsQ2 2024: 115 institutionsQ3 2024: 108 institutionsQ4 2024: 117 institutionsQ1 2025: 125 institutionsQ2 2025: 96 institutionsQ3 2025: 90 institutionsQ4 2025: 95 institutionsQ1 2026: 89 institutionsQ2 2026: 86 institutions
Value heldQ4 2023: $536.4M
Q1 2021: $506.2MQ2 2021: $713.6MQ3 2021: $624.0MQ4 2021: $461.9MQ1 2022: $566.1MQ2 2022: $381.3MQ3 2022: $402.2MQ4 2022: $408.8MQ1 2023: $405.4MQ2 2023: $466.4MQ3 2023: $564.6MQ4 2023: $536.4MQ1 2024: $516.5MQ2 2024: $466.4MQ3 2024: $489.0MQ4 2024: $473.8MQ1 2025: $543.5MQ2 2025: $160.1MQ3 2025: $103.4MQ4 2025: $123.8MQ1 2026: $223.0MQ2 2026: $143.3M
Institutions holding AGRO and their total value by quarter
QuarterHoldersValue
Q2 202686$143.3M
Q1 202689$223.0M
Q4 202595$123.8M
Q3 202590$103.4M
Q2 202596$160.1M
Q1 2025125$543.5M
Q4 2024117$473.8M
Q3 2024108$489.0M
Q2 2024115$466.4M
Q1 2024115$516.5M
Q4 2023112$536.4M
Q3 202387$564.6M
Q2 202381$466.4M
Q1 202376$405.4M
Q4 202272$408.8M
Q3 202289$402.2M
Q2 202291$381.3M
Q1 202292$566.1M
Q4 2021101$461.9M
Q3 2021106$624.0M
Q2 2021110$713.6M
Q1 202181$506.2M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Adecoagro S.A.; share changes are against Q3 2023.

Institutions holding AGRO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Route One Investment Company, L.P.11,612,980$128.9M4.73%−1,430,864−11.0%Reduced
Jennison Associates LLC5,371,368$59.6M0.04%+255,684+5.0%Added
PGGM Investments4,500,000$50.0M0.76%00.0%Unchanged
Grantham, Mayo, Van Otterloo & Co. LLC3,386,585$37.6M0.17%−1,766,982−34.3%Reduced
Herr Investment Group LLC2,033,210$22.6M6.04%+157,856+8.4%Added
Westwood Global Investments, LLC1,942,086$21.6M0.96%−335,000−14.7%Reduced
Discovery Capital Management, LLC1,637,498$18.2M2.75%+1,317,608+411.9%Added
Helikon Investments Ltd1,292,270$14.3M1.40%+142,595+12.4%Added
Millennium Management LLC1,010,746$11.2M0.01%+184,794+22.4%Added
JPMorgan Chase & Co1,002,783$11.1M0.00%+443,061+79.2%Added
Standard Life Aberdeen plc869,367$9.65M0.02%−136,572−13.6%Reduced
Bank of New York Mellon Corp855,355$9.49M0.00%−2,088,244−70.9%Reduced
Charles Schwab Investment Management Inc798,665$8.87M0.00%−32,056−3.9%Reduced
Morgan Stanley674,869$7.49M0.00%+467,568+225.6%Added
Amundi659,227$7.28M0.00%−26,088−3.8%Reduced
Russell Investments Group, Ltd.638,646$7.09M0.01%−491,301−43.5%Reduced
Invesco Ltd.626,931$6.96M0.00%−210,132−25.1%Reduced
Mirae Asset Global Investments Co., Ltd.442,671$4.91M0.01%+167,608+60.9%Added
Connor, Clark & Lunn Investment Management Ltd.429,789$4.77M0.02%+67,692+18.7%Added
Cubist Systematic Strategies, LLC398,969$4.43M0.05%+161,871+68.3%Added
Two Sigma Investments, LP379,194$4.21M0.01%+379,194New
Walleye Capital LLC371,427$4.12M0.06%+121,717+48.7%Added
Causeway Capital Management LLC370,517$4.11M0.10%+370,517New
Bank of America Corp360,175$4.00M0.00%+80,230+28.7%Added
Goldman Sachs Group Inc347,689$3.86M0.00%+109,057+45.7%Added
Balyasny Asset Management LLC340,979$3.78M0.01%+197,730+138.0%Added
BlackRock Inc.314,870$3.50M0.00%+58,244+22.7%Added
Claret Asset Management Corp300,512$3.34M0.60%+9,110+3.1%Added
Citadel Advisors LLC300,321$3.33M0.00%+156,986+109.5%Added
Mirabella Financial Services LLP285,400$3.17M0.45%+285,400New
Tudor Investment Corp Et Al251,811$2.80M0.04%+223,449+787.8%Added
Citigroup Inc236,988$2.63M0.00%00.0%Unchanged
Sapient Capital LLC206,627$2.29M0.06%+206,627New
Walnut Level Capital LLC198,317$2.20M1.97%+198,317New
Cloverfields Capital Group, LP187,784$2.08M0.82%+30,489+19.4%Added
HSBC Holdings PLC185,840$2.07M0.00%−19,967−9.7%Reduced
Voloridge Investment Management, LLC170,333$1.89M0.01%+143,584+536.8%Added
HRT Financial LP166,254$1.84M0.01%+166,254New
Two Sigma Advisers, LP160,200$1.78M0.00%+160,200New
Storebrand Asset Management AS158,338$1.76M0.01%00.0%Unchanged
National Asset Management, Inc.156,990$1.74M0.05%+33,000+26.6%Added
Engineers Gate Manager LP143,974$1.60M0.05%+71,339+98.2%Added
Boston Partners133,072$1.48M0.00%−156,099−54.0%Reduced
Gsa Capital Partners LLP111,978$1.24M0.10%+79,114+240.7%Added
Manufacturers Life Insurance Company, The102,166$1.13M0.00%+35,180+52.5%Added
Susquehanna Portfolio Strategies, LLC94,734$1.05M0.02%+94,734New
Legal & General Group Plc92,395$1.03M0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd86,307$958.0K0.10%+86,307New
Jump Financial, LLC85,900$953.5K0.03%+27,500+47.1%Added
Nebula Research & Development LLC77,172$856.6K0.26%+77,172New
BNP Paribas Arbitrage, SA76,126$845.0K0.00%+75,044+6,935.7%Added
Quent Capital, LLC74,980$832.3K0.11%+15,000+25.0%Added
CWM Advisors, LLC69,911$776.0K0.09%+15,383+28.2%Added
ExodusPoint Capital Management, LP68,404$759.0K0.01%+68,404New
Quantbot Technologies LP64,388$714.7K0.04%+22,333+53.1%Added
SEI Investments Co62,978$699.1K0.00%+3,041+5.1%Added
University of Texas/Texas Am Investment Managment Co61,951$687.7K0.19%+61,951New
RBF Capital, LLC57,027$633.0K0.04%00.0%Unchanged
Graham Capital Management, L.P.55,624$617.4K0.02%+55,624New
D. E. Shaw & Co., Inc.55,564$616.8K0.00%+42,030+310.6%Added
FMR LLC53,857$597.8K0.00%−15,612−22.5%Reduced
Quadrature Capital Ltd53,775$596.6K0.01%+22,612+72.6%Added
Campbell & CO Investment Adviser LLC52,811$586.2K0.05%+52,811New
Chesapeake Capital Corp47,453$526.7K0.38%+47,453New
Marshall Wace, LLP46,996$521.7K0.00%+46,996New
Stifel Financial Corp46,158$512.3K0.00%+46,158New
XTX Topco Ltd46,039$511.0K0.11%+46,039New
DGS Capital Management, LLC44,410$493.0K0.19%−3,015−6.4%Reduced
Advisory Research Inc40,402$448.5K0.07%+5,849+16.9%Added
State of Wyoming39,779$441.5K0.08%+32,595+453.7%Added
Verition Fund Management LLC39,317$436.4K0.00%+736+1.9%Added
Fox Run Management, L.L.C.39,120$434.2K0.11%+39,120New
Jane Street Group, LLC38,725$429.8K0.00%+27,886+257.3%Added
Van Eck Associates Corp38,062$422.0K0.00%−3,498−8.4%Reduced
Y-Intercept (Hong Kong) Ltd35,293$391.8K0.04%+35,293New
Wetherby Asset Management Inc29,524$327.7K0.02%+15,824+115.5%Added
Miller Howard Investments Inc28,763$319.3K0.01%+356+1.3%Added
Keybank National Association28,573$317.2K0.00%+1,190+4.3%Added
TD Waterhouse Canada Inc.28,675$310.4K0.00%−919−3.1%Reduced
Petrus Trust Company, LTA26,480$293.9K0.03%+9,630+57.2%Added
Rockingstone Advisors LLC26,430$293.4K0.16%+26,430New
SG Americas Securities, LLC25,552$284.0K0.00%+25,552New
Qube Research & Technologies Ltd24,745$274.7K0.00%+24,745New
Metis Global Partners, LLC23,246$258.0K0.01%00.0%Unchanged
PDT Partners, LLC22,934$254.6K0.03%−41,528−64.4%Reduced
RSM US Wealth Management LLC21,768$241.6K0.01%00.0%Unchanged
Semanteon Capital Management, LP20,296$225.3K0.15%+20,296New
Handelsbanken Fonder AB18,558$206.0K0.00%00.0%Unchanged
Principal Securities, Inc.18,400$204.2K0.01%+18,400New
Northern Trust Corp16,738$185.8K0.00%00.0%Unchanged
Toroso Investments, LLC14,653$162.6K0.00%+14,653New
HighTower Advisors, LLC14,754$162.0K0.00%+261+1.8%Added
O'Shaughnessy Asset Management, LLC12,663$140.6K0.00%−604−4.6%Reduced
Centiva Capital, LP10,252$113.8K0.01%+10,252New
Aquatic Capital Management LLC9,300$103.0K0.00%+800+9.4%Added
Wells Fargo & Company6,214$69.0K0.00%00.0%Unchanged
Simplex Trading, LLC5,524$61.0K0.00%+3,605+187.9%Added
NBC Securities, Inc.4,687$52.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)4,659$51.7K0.00%+2,923+168.4%Added
Lazard Asset Management LLC4,121$45.0K0.00%+4,121New