Federal Agricultural Mortgage Ownership | Who Owns Federal Agricultural Mortgage?
Federal Agricultural Mortgage Ownership Summary
Federal Agricultural Mortgage is owned by 69.20% institutional investors, 1.54% insiders, and 29.26% retail investors. Blackrock is the largest institutional shareholder, holding 7.15% of AGM shares. Fidelity Low-Priced Stock is the top mutual fund, with 2.75% of its assets in Federal Agricultural Mortgage shares.
AGM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Federal Agricultural Mortgage | 69.20% | 1.54% | 29.26% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Credit Services Stocks | 49.88% | 8.04% | 42.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 776.06K | 7.15% | $140.33M |
| Fmr | 761.83K | 7.02% | $137.75M |
| Vanguard group | 555.36K | 5.12% | $100.42M |
| Boston partners | 476.27K | 4.39% | $87.50M |
| Dimensional fund advisors lp | 442.69K | 4.08% | $80.05M |
| Copeland capital management | 297.81K | 2.74% | $58.65M |
| Principal financial group | 289.78K | 2.67% | $52.40M |
| State street | 220.78K | 2.04% | $39.92M |
| Geode capital management | 214.88K | 1.98% | $38.86M |
| Captrust financial advisors | 206.38K | 1.90% | $37.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Weybosset research & management | 109.31K | 7.33% | $21.53M |
| Barnett & company | 44.71K | 5.80% | $8.09M |
| Crown advisors management | 40.00K | 4.64% | $7.23M |
| Matthew 25 management | 64.50K | 4.05% | $11.66M |
| Ballast asset management, lp | 37.26K | 3.66% | $6.74M |
| Cruiser capital advisors | 7.75K | 1.94% | $1.40M |
| Pullen investment management | 11.34K | 1.70% | $2.05M |
| Rice hall james & associates | 155.64K | 1.69% | $28.14M |
| First wilshire securities management | 28.50K | 1.58% | $5.15M |
| Riverwater partners | 11.41K | 1.53% | $2.06M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 761.83K | 0.01% | 84.82K |
| Captrust financial advisors | 206.38K | 0.12% | 83.78K |
| American century companies | 178.01K | 0.02% | 36.38K |
| Vanguard group | 555.36K | 0.00% | 17.77K |
| Wellington management group llp | 172.38K | 0.01% | 13.11K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| International assets investment management | - | - | -93.70K |
| Jpmorgan chase | 56.31K | 0.00% | -33.74K |
| Renaissance | 59.60K | 0.02% | -30.30K |
| Millennium management | 62.62K | 0.01% | -28.50K |
| D. e. shaw | - | - | -18.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Corebridge financial | 4.92K | 0.00% | 4.92K | $889.63K |
| Mirae asset global etfs | 4.88K | 0.00% | 4.88K | $882.58K |
| Avantax advisory services | 3.05K | 0.00% | 3.05K | $551.10K |
| Kingswood wealth advisors | 1.06K | 0.02% | 1.06K | $209.36K |
| Nverses capital | 200.00 | 0.02% | 200.00 | $36.16K |
Sold Out
| Holder | Change |
|---|---|
| Riggs asset managment | -3.00 |
| Steward partners investment advisory | -5.00 |
| Opal wealth advisors | -10.00 |
| Harbor investment advisory | -10.00 |
| Ashton thomas private wealth | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 239 | 5.29% | 7,531,072 | 1.71% | 69 | 1.49% | 114 | 10.68% | 73 | -6.41% |
| Jun 30, 2024 | 226 | -5.83% | 7,404,765 | 0.17% | 68 | 1.47% | 103 | -12.71% | 78 | 9.86% |
| Mar 31, 2024 | 240 | 8.11% | 7,391,953 | 0.41% | 68 | 1.47% | 118 | 13.46% | 71 | -7.79% |
| Dec 31, 2023 | 222 | 9.36% | 7,361,967 | 1.83% | 67 | 1.53% | 104 | 10.64% | 77 | 6.94% |
| Sep 30, 2023 | 203 | 3.57% | 7,229,991 | 0.50% | 66 | 1.51% | 94 | -3.09% | 72 | 9.09% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Low-Priced Stock | 299.81K | 2.75% | -2.83K |
| Vanguard Total Stock Mkt Idx Inv | 270.14K | 2.48% | 371.00 |
| iShares Russell 2000 ETF | 251.26K | 2.31% | -975.00 |
| Avantis US Small Cap Value ETF | 178.82K | 1.64% | 80.00 |
| Principal Small-MidCap Dividend Inc Inst | 157.40K | 1.45% | - |
| Fidelity Small Cap Value Fund | 145.00K | 1.33% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 131.47K | 1.21% | 3.09K |
| Thrivent Small Cap Stock A | 128.72K | 1.18% | 121.91K |
| Principal Edge SMA SMID Dividend Income | 107.37K | 0.99% | -506.00 |
| Fidelity Small Cap Index | 92.60K | 0.85% | 347.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 12, 2024 | Mullery Stephen P | EVP - General Counsel | Sell | $978.91K |
| Dec 11, 2024 | Mullery Stephen P | EVP - General Counsel | Sell | $116.86K |
| Dec 11, 2024 | Mullery Stephen P | EVP - General Counsel | Sell | $432.24 |
| Dec 05, 2024 | NORDHOLM BRADFORD T | President and CEO | Sell | $555.60K |
| Dec 05, 2024 | NORDHOLM BRADFORD T | President and CEO | Sell | $467.95K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 21 |
| 2024 Q3 | 2 | 6 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
| 2023 Q4 | 1 | 4 |
AGM Ownership FAQ
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