AGCO

AGCO CORP /DE

+1.56 (+1.30%)前一交易日收盤 2026-09-17

美股 · NYSE · 工業機械 · 農業機械SIC 3523

121.45USD544K成交股數8.5B市值16.8本益比(近四季)0.8股價營收比-1.0%營收年增(近四季)2026-10-30下次財報

內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報

買賣點與股價近一年

● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。

統計

近 90 天買進筆數 · 金額 · 人數	1 · 101K · 1
近 90 天賣出筆數 · 金額 · 人數	10 · 171M · 6
其中 10b5-1 計畫賣出	0 筆
近 180 天買進 · 賣出金額	101K · 328M
近 180 天淨額	−327M

公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。

10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。

交易日	申報日	申報人	職稱	代碼	股數	價格	金額	交易後持股	原件
2026-09-15	09-17	Harris Ivory Marie	SVP Chief HR Officer	S 公開市場賣出	1.6K	125.30	200K	14.5K	SEC
2026-09-15	09-17	Barbour Sondra L	Director	A 獲配股票	32	122.79	4K	13.0K	SEC
2026-09-15	09-17	De Lange Bob	Director	A 獲配股票	4	122.79	509.69	18.7K	SEC
2026-09-04	09-08	Hansotia Eric P	Chairman, President and CEO	S 公開市場賣出	2.6K	129.75	338K	327K	SEC
2026-09-04	09-08	Bennett Kelvin Eugene	SVP Engineering	S 公開市場賣出	1.0K	132.89	133K	14.0K	SEC
2026-09-04	09-08	Hansotia Eric P	Chairman, President and CEO	M 選擇權執行	9.8K	72.74	709K	337K	SEC
2026-09-04	09-08	Hansotia Eric P	Chairman, President and CEO	F 繳稅扣股	7.1K	129.85	928K	330K	SEC
2026-08-14	08-17	De Lange Bob	Director	P 公開市場買進	1.0K	100.71	101K	18.7K	SEC
2026-08-06	08-07	Bennett Kelvin Eugene	SVP Engineering	S 公開市場賣出	2.0K	102.27	205K	15.0K	SEC
2026-08-05	08-07	Tractors & Farm Equipment Ltd	TenPercentOwner	S 公開市場賣出	360K	115.33	41.5M	8.2M	SEC
2026-08-05	08-07	SRINIVASAN MALLIKA	TenPercentOwner	S 公開市場賣出	132K	115.33	15.3M	3.0M	SEC
2026-08-05	08-07	TAFE Motors & Tractors Ltd	Other	S 公開市場賣出	132K	115.33	15.3M	3.0M	SEC
2026-08-05	08-07	TAFE Motors & Tractors Ltd	Other	S 公開市場賣出	360K	115.33	41.5M	8.2M	SEC
2026-08-05	08-07	Tractors & Farm Equipment Ltd	TenPercentOwner	S 公開市場賣出	132K	115.33	15.3M	3.0M	SEC
2026-08-05	08-07	SRINIVASAN MALLIKA	TenPercentOwner	S 公開市場賣出	360K	115.33	41.5M	8.2M	SEC
2026-07-14	07-16	Harris Ivory Marie	SVP Chief HR Officer	A 獲配股票	47	107.73	5K	16.1K	SEC
2026-07-14	07-16	Audia Damon J	SVP, Chief Financial Officer	A 獲配股票	146	107.73	16K	50.5K	SEC
2026-07-14	07-16	Sorbe Brian James	President PTx	A 獲配股票	22	107.73	2K	2.9K	SEC
2026-07-14	07-16	Bennett Kelvin Eugene	SVP Engineering	A 獲配股票	203	107.73	22K	17.0K	SEC
2026-07-14	07-16	Hansotia Eric P	Chairman, President and CEO	A 獲配股票	236	107.73	25K	327K	SEC
2026-07-10	07-13	Agarwal Indira	VP, Chief Accounting Officer	F 繳稅扣股	1.7K	114.32	198K	11.8K	SEC
2026-06-15	06-16	Barbour Sondra L	Director	A 獲配股票	33	116.71	4K	13.0K	SEC
2026-06-15	06-16	De Lange Bob	Director	A 獲配股票	4	116.71	508.86	17.7K	SEC
2026-05-05	05-07	Tractors & Farm Equipment Ltd	TenPercentOwner	S 公開市場賣出	114K	123.28	14.0M	3.1M	SEC
2026-05-05	05-07	SRINIVASAN MALLIKA	TenPercentOwner	S 公開市場賣出	309K	123.28	38.1M	8.6M	SEC
2026-05-05	05-07	Tractors & Farm Equipment Ltd	TenPercentOwner	S 公開市場賣出	309K	123.28	38.1M	8.6M	SEC
2026-05-05	05-07	TAFE Motors & Tractors Ltd	Other	S 公開市場賣出	309K	123.28	38.1M	8.6M	SEC
2026-05-05	05-07	TAFE Motors & Tractors Ltd	Other	S 公開市場賣出	114K	123.28	14.0M	3.1M	SEC
2026-05-05	05-07	SRINIVASAN MALLIKA	TenPercentOwner	S 公開市場賣出	114K	123.28	14.0M	3.1M	SEC
2026-04-23	04-27	CLARK SUZANNE PATRICIA	Director	A 獲配股票	1.7K	–	–	14.3K	SEC
2026-04-23	04-27	arnold michael c	Director	A 獲配股票	1.7K	–	–	24.3K	SEC
2026-04-23	04-27	Barbour Sondra L	Director	A 獲配股票	1.7K	–	–	12.9K	SEC
2026-04-23	04-27	De Lange Bob	Director	A 獲配股票	1.7K	–	–	17.7K	SEC
2026-04-23	04-27	Collins James C. Jr.	Director	A 獲配股票	1.7K	–	–	1.7K	SEC
2026-04-23	04-27	Porksen Niels	Director	A 獲配股票	1.3K	–	–	6.4K	SEC
2026-04-23	04-27	Sagehorn David M.	Director	A 獲配股票	1.7K	–	–	8.0K	SEC
2026-04-23	04-27	Golodryga Zhanna	Director	A 獲配股票	1.7K	–	–	3.8K	SEC
2026-04-20	08-11	Hansotia Eric P	Chairman, President and CEO	F 繳稅扣股	1.6K	115.29	185K	327K	SEC
2026-04-20	04-22	Hansotia Eric P	Chairman, President and CEO	F 繳稅扣股	2.0K	115.29	226K	326K	SEC
2026-03-16	03-17	De Lange Bob	Director	A 獲配股票	0	119.70	10.77	16.0K	SEC
2026-03-16	03-17	Barbour Sondra L	Director	A 獲配股票	27	119.70	3K	11.2K	SEC
2026-02-17	02-18	Dehner Torsten Rudolf Willi	SVP GM Fendt/Valtra	F 繳稅扣股	3.4K	138.30	475K	47.0K	SEC
2026-02-17	02-18	Dehner Torsten Rudolf Willi	SVP GM Fendt/Valtra	M 選擇權執行	5.1K	72.74	371K	50.4K	SEC
2026-02-17	02-18	Bennett Kelvin Eugene	SVP Engineering	S 公開市場賣出	2.3K	137.04	315K	16.8K	SEC
2026-02-10	02-12	Felli Luis Fernando Sartini	SVP GM Massey Ferguson	F 繳稅扣股	1.7K	133.00	228K	21.0K	SEC
2026-02-10	02-12	Felli Luis Fernando Sartini	SVP GM Massey Ferguson	M 選擇權執行	2.5K	72.74	185K	22.7K	SEC
2026-02-05	02-09	Harris Ivory Marie	SVP Chief HR Officer	F 繳稅扣股	257	124.34	32K	16.0K	SEC
2026-02-05	02-09	Millwood Timothy	SVP Chief Supply Chain Officer	A 獲配股票	733	–	–	14.2K	SEC
2026-02-05	02-09	Felli Luis Fernando Sartini	SVP GM Massey Ferguson	F 繳稅扣股	271	124.34	34K	20.2K	SEC
2026-02-05	02-09	Bennett Kelvin Eugene	SVP Engineering	F 繳稅扣股	256	124.34	32K	19.1K	SEC
2026-02-05	02-09	Bennett Kelvin Eugene	SVP Engineering	A 獲配股票	576	–	–	19.4K	SEC
2026-02-05	02-09	Audia Damon J	SVP, Chief Financial Officer	F 繳稅扣股	551	124.34	69K	50.3K	SEC
2026-02-05	02-09	Felli Luis Fernando Sartini	SVP GM Massey Ferguson	A 獲配股票	982	–	–	20.5K	SEC
2026-02-05	02-09	Dehner Torsten Rudolf Willi	SVP GM Fendt/Valtra	F 繳稅扣股	300	124.34	37K	45.3K	SEC
2026-02-05	02-09	Dehner Torsten Rudolf Willi	SVP GM Fendt/Valtra	A 獲配股票	982	–	–	45.6K	SEC
2026-02-05	02-09	Caspari Stefan	SVP Cust. Success/Bus. Effec.	F 繳稅扣股	201	124.34	25K	31.5K	SEC
2026-02-05	02-09	Caspari Stefan	SVP Cust. Success/Bus. Effec.	A 獲配股票	576	–	–	31.7K	SEC
2026-02-05	02-09	Harris Ivory Marie	SVP Chief HR Officer	A 獲配股票	576	–	–	16.3K	SEC
2026-02-05	02-09	Hansotia Eric P	Chairman, President and CEO	F 繳稅扣股	3.7K	124.34	461K	328K	SEC
2026-02-05	02-09	Hansotia Eric P	Chairman, President and CEO	A 獲配股票	9.4K	–	–	332K	SEC
2026-02-05	02-09	Audia Damon J	SVP, Chief Financial Officer	A 獲配股票	1.2K	–	–	50.9K	SEC
2026-02-05	02-09	Millwood Timothy	SVP Chief Supply Chain Officer	F 繳稅扣股	318	124.34	40K	13.8K	SEC
2026-01-30	02-02	Bennett Kelvin Eugene	SVP Engineering	F 繳稅扣股	275	113.41	31K	19.1K	SEC
2026-01-30	02-02	Harris Ivory Marie	SVP Chief HR Officer	F 繳稅扣股	294	113.41	33K	16.0K	SEC
2026-01-30	02-02	Felli Luis Fernando Sartini	SVP GM Massey Ferguson	F 繳稅扣股	252	113.41	29K	19.5K	SEC
2026-01-30	02-02	Harris Ivory Marie	SVP Chief HR Officer	F 繳稅扣股	268	113.41	30K	15.7K	SEC
2026-01-30	02-02	Dehner Torsten Rudolf Willi	SVP GM Fendt/Valtra	F 繳稅扣股	312	113.41	35K	44.9K	SEC
2026-01-30	02-02	Bennett Kelvin Eugene	SVP Engineering	F 繳稅扣股	246	113.41	28K	18.8K	SEC
2026-01-30	02-02	Millwood Timothy	SVP Chief Supply Chain Officer	F 繳稅扣股	444	113.41	50K	14.2K	SEC
2026-01-30	02-02	Caspari Stefan	SVP Cust. Success/Bus. Effec.	F 繳稅扣股	184	113.41	21K	31.2K	SEC
2026-01-30	02-02	Caspari Stefan	SVP Cust. Success/Bus. Effec.	F 繳稅扣股	225	113.41	26K	31.4K	SEC
2026-01-30	02-02	Hansotia Eric P	Chairman, President and CEO	F 繳稅扣股	3.4K	113.41	391K	323K	SEC
2026-01-30	02-02	Audia Damon J	SVP, Chief Financial Officer	F 繳稅扣股	512	113.41	58K	49.7K	SEC
2026-01-30	02-02	Dehner Torsten Rudolf Willi	SVP GM Fendt/Valtra	F 繳稅扣股	279	113.41	32K	44.6K	SEC
2026-01-30	02-02	Hansotia Eric P	Chairman, President and CEO	F 繳稅扣股	4.2K	113.41	474K	326K	SEC
2026-01-30	02-02	Audia Damon J	SVP, Chief Financial Officer	F 繳稅扣股	929	113.41	105K	50.2K	SEC
2026-01-30	02-02	Millwood Timothy	SVP Chief Supply Chain Officer	F 繳稅扣股	296	113.41	34K	13.9K	SEC
2026-01-30	02-02	Felli Luis Fernando Sartini	SVP GM Massey Ferguson	F 繳稅扣股	282	113.41	32K	19.7K	SEC
2026-01-30	02-02	Millwood Timothy	SVP Chief Supply Chain Officer	F 繳稅扣股	316	113.41	36K	13.5K	SEC
2026-01-30	02-02	Millwood Timothy	SVP Chief Supply Chain Officer	F 繳稅扣股	111	113.41	13K	13.4K	SEC

機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30

前 25 大持有機構季末市值 · 與前一季股數比較

機構	持股	季末市值	股數季變化	動作
BlackRock, Inc.	5.9M	702M	+59.4K (+1%)	加碼
DIMENSIONAL FUND ADVISORS LP	3.6M	431M	+67.1K (+2%)	加碼
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3.0M	365M	+136K (+5%)	加碼
VANGUARD PORTFOLIO MANAGEMENT LLC	2.9M	347M	+120K (+4%)	加碼
VANGUARD CAPITAL MANAGEMENT LLC	2.8M	331M	+140K (+5%)	加碼
Invesco Ltd.	2.8M	329M	+579K (+27%)	加碼
Capital World Investors	2.6M	310M	+85.9K (+3%)	加碼
Davis Selected Advisers	2.1M	246M	−28.2K (-1%)	減碼
STATE STREET CORP	2.0M	245M	+37.4K (+2%)	加碼
VICTORY CAPITAL MANAGEMENT INC	1.7M	203M	−493K (-23%)	減碼
FULLER & THALER ASSET MANAGEMENT, INC.	1.6M	189M	−167K (-10%)	減碼
Mirova US LLC	1.5M	183M	−58.3K (-4%)	減碼
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1.4M	162M	−165K (-11%)	減碼
MACKENZIE FINANCIAL CORP	1.2M	138M	+257K (+29%)	加碼
GEODE CAPITAL MANAGEMENT, LLC	1.1M	137M	−3.6K (-0%)	減碼
ROYAL LONDON ASSET MANAGEMENT LTD	989K	118M	−205K (-17%)	減碼
UBS Group AG	951K	114M	+366K (+62%)	加碼
MORGAN STANLEY	828K	99.1M	+114K (+16%)	加碼
Quantinno Capital Management LP	738K	88.3M	+246K (+50%)	加碼
挪威主權基金 NORGES BANK	651K	77.9M	新進	新進
Ninety One UK Ltd	606K	72.6M	−22.7K (-4%)	減碼
PRINCIPAL FINANCIAL GROUP INC	589K	70.5M	−16.1K (-3%)	減碼
AQR CAPITAL MANAGEMENT LLC	570K	67.8M	+255K (+81%)	加碼
Bank of New York Mellon Corp	537K	64.3M	−38.5K (-7%)	減碼
NORTHERN TRUST CORP	525K	62.8M	−520 (-0%)	減碼

持有機構數近 12 季

每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。

持有機構 · 季變化	517 +23
新進 / 出清 / 加碼 / 減碼	75 / 52 / 178 / 151
機構合計持股 · 佔流通股	66.5M · 95.0%
合計季末市值	6.8B

13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。

放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31

空單佔流通股近 13 個月

FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。

空單股數	3.6M
與上期比	+1.0%
佔流通股數	5.19%
日均成交量	1.2M
回補天數	3.1 天

結算日	空單股數	與上期比	佔流通股	日均量	回補天數
2026-08-31	3.6M	+1.0%	5.19%	1.2M	3.1
2026-08-14	3.6M	+11.2%	5.14%	773K	4.7
2026-07-31	3.2M	+16.4%	4.62%	952K	3.4
2026-07-15	2.8M	-0.5%	3.97%	689K	4.0
2026-06-30	2.8M	+6.1%	3.99%	738K	3.8
2026-06-15	2.6M	+27.5%	3.76%	782K	3.4
2026-05-29	2.1M	-0.9%	2.95%	607K	3.4
2026-05-15	2.1M	-1.4%	2.97%	829K	2.5
2026-04-30	2.1M	+14.4%	3.02%	658K	3.2
2026-04-15	1.8M	-13.3%	2.64%	704K	2.6
2026-03-31	2.1M	-0.7%	3.04%	752K	2.8
2026-03-13	2.1M	-7.2%	3.06%	655K	3.3
2026-02-27	2.3M	-20.8%	3.30%	740K	3.1
2026-02-13	2.9M	+1.0%	4.16%	1.1M	2.6
2026-01-30	2.9M	-1.5%	4.12%	712K	4.1
2026-01-15	2.9M	+8.3%	4.18%	790K	3.7
2025-12-31	2.7M	-7.5%	3.86%	713K	3.8
2025-12-15	2.9M	+14.8%	4.18%	838K	3.5
2025-11-28	2.5M	-6.7%	3.64%	620K	4.1
2025-11-14	2.7M	-1.7%	3.90%	563K	4.9
2025-10-31	2.8M	-0.2%	3.97%	788K	3.5
2025-10-15	2.8M	+36.3%	3.98%	790K	3.5
2025-09-30	2.0M	-16.5%	2.92%	837K	2.4
2025-09-15	2.5M	-6.1%	3.50%	770K	3.2
2025-08-29	2.6M	-14.3%	3.73%	595K	4.4
2025-08-15	3.0M	-19.5%	4.35%	919K	3.3