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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
Bank of New York Mellon Corp855,355$9.49M0.00%−2,088,244−70.9%Reduced
Standard Life Aberdeen plc869,367$9.65M0.02%−136,572−13.6%Reduced
JPMorgan Chase & Co1,002,783$11.1M0.00%+443,061+79.2%Added
Millennium Management LLC1,010,746$11.2M0.01%+184,794+22.4%Added
Helikon Investments Ltd1,292,270$14.3M1.40%+142,595+12.4%Added
Discovery Capital Management, LLC1,637,498$18.2M2.75%+1,317,608+411.9%Added
Westwood Global Investments, LLC1,942,086$21.6M0.96%−335,000−14.7%Reduced
Herr Investment Group LLC2,033,210$22.6M6.04%+157,856+8.4%Added
Grantham, Mayo, Van Otterloo & Co. LLC3,386,585$37.6M0.17%−1,766,982−34.3%Reduced
PGGM Investments4,500,000$50.0M0.76%00.0%Unchanged
Jennison Associates LLC5,371,368$59.6M0.04%+255,684+5.0%Added
Route One Investment Company, L.P.11,612,980$128.9M4.73%−1,430,864−11.0%Reduced
Activest Wealth Management0$00.00%−3,946−100.0%Sold out
Sagil Capital LLP0$00.00%−710,482−100.0%Sold out
CoreCommodity Management, LLC0$00.00%−59,080−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−50,722−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−45,100−100.0%Sold out
Raymond James & Associates0$00.00%−44,925−100.0%Sold out
Baader Bank INC0$00.00%−15,000−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−12,492−100.0%Sold out
Clear Street Markets LLC0$00.00%−500−100.0%Sold out
Group One Trading, L.P.0$00.00%−377−100.0%Sold out
UBS Group AG0$00.00%−140−100.0%Sold out