225 tracked 13F filers disclose a position in AGM as of the latest SEC 13F filings, a combined $1.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $109.4M | 737K | ▲+3.3% Added · +24K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $58.9M | 397K | →First observed position No prior filed position | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $58.6M | 395K | ▲+6.2% Added · +23K sh | Q1 2026 | |
| 4 | PRINCIPAL FINANCIAL GROUP INC | $52.1M | 351K | ▲+13% Added · +40K sh | Q1 2026 | |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48.0M | 324K | ▲+200% Added · +216K sh | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $48.0M | 323K | ▲+7.7% Added · +23K sh | Q1 2026 | |
| 7 | Boston Partners | $41.3M | 278K | ▼−20% Reduced · −68K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $48.7M | 245K | ▲+6.5% Added · +15K sh | Q2 2026 | |
| 9 | Copeland Capital Management, LLC | $45.8M | 230K | ▼−2.9% Reduced · −7K sh | Q2 2026 | |
| 10 | STATE STREET CORP | $45.5M | 228K | ▲+7.0% Added · +15K sh | Q2 2026 | |
| 11 | LOOMIS SAYLES & CO L P | $32.4M | 219K | ▼−3.0% Reduced · −7K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $31.5M | 215K | ▼−4.0% Reduced · −9K sh | Q1 2026 | |
| 13 | RICE HALL JAMES & ASSOCIATES, LLC | $23.5M | 118K | ▲+3.0% Added · +3K sh | Q2 2026 | |
| 14 | NORTHERN TRUST CORP | $16.7M | 113K | ▼−3.1% Reduced · −4K sh | Q1 2026 | |
| 15 | WEYBOSSET RESEARCH & MANAGEMENT LLC | $20.8M | 104K | ▲+0.4% Added · +460 sh | Q2 2026 | |
| 16 | Empowered Funds, LLC | $14.3M | 96K | ▲New +96K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $12.9M | 87K | ▼−0.6% Reduced · −551 sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $11.2M | 76K | ▲+16% Added · +11K sh | Q1 2026 | |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | $11.0M | 74K | →First observed position No prior filed position | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $10.2M | 69K | ▲+2.1% Added · +1K sh | Q1 2026 | |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $10.1M | 68K | ▼−4.1% Reduced · −3K sh | Q1 2026 | |
| 22 | Qube Research & Technologies Ltd | $10.0M | 68K | ▲+42% Added · +20K sh | Q1 2026 | |
| 23 | MARSHALL WACE, LLP | $9.6M | 65K | ▲+42% Added · +19K sh | Q1 2026 | |
| 24 | UBS Group AG | $9.6M | 65K | ▲+40% Added · +19K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $9.2M | 62K | →First observed position No prior filed position | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in AGM and 22 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 113 funds | $140.1B |
| JPMORGAN CHASE & COJPM | 113 funds | $45.1B |
| MICROSOFT CORPMSFT | 112 funds | $190.0B |
| ELI LILLY & COLLY | 110 funds | $56.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 110 funds | $26.1B |
| NVIDIA CORPNVDA | 109 funds | $282.9B |
| ALPHABET INC-CL AGOOGL | 109 funds | $112.5B |
| META PLATFORMS INC-CLASS AMETA | 109 funds | $84.1B |
| VISA INC-CLASS A SHARESV | 109 funds | $46.9B |
| CHEVRON CORPCVX | 109 funds | $20.7B |
| APPLE INCAAPL | 108 funds | $207.7B |
| JOHNSON & JOHNSONJNJ | 108 funds | $31.0B |
Ranked by how many of AGM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 27, 2025 | NORDHOLM BRADFORD T | President and CEO | Sell (S) | 4K | $871K |
| Aug 27, 2025 | Ramsey Gregory | Principal Accounting Officer | Sell (S) | 2K | $310K |
| Aug 26, 2025 | Carpenter Zachary | EVP - Chief Business Officer | Sell (S) | 293 | $60K |
| Jun 10, 2025 | NORDHOLM BRADFORD T | President and CEO | Sell (S) | 1K | $223K |
| Jun 10, 2025 | NORDHOLM BRADFORD T | President and CEO | Sell (S) | 3K | $660K |
| Jun 10, 2025 | NORDHOLM BRADFORD T | President and CEO | Sell (S) | 4K | $667K |
| Jun 9, 2025 | McKissack Eric T | Director | Sell (S) | 728 | $140K |
| May 15, 2025 | Faivre-Davis Sara Louise | Director | Sell (S) | 350 | $67K |
| Mar 11, 2025 | Sexton Robert G | Director | Buy (P) | 1K | $196K |
| Mar 7, 2025 | NORDHOLM BRADFORD T | President and CEO | Sell (S) | 7K | $1.5M |
| Mar 4, 2025 | Ramesh Aparna | EVP - Chief Financial Officer | Sell (S) | 1K | $202K |
| Mar 3, 2025 | JOHNSON MITCHELL A | Director | Sell (S) | 1K | $205K |
| Class | 13F holders | Value held |
|---|---|---|
| AGMthis pagecs | 225 funds | $1.0B |
| AGM/AStock | 16 funds | $23.1M |
| 313148835US Preferred, High Yield, Perpetual | 2 funds | $129K |
| 313148843PFD | 1 funds | $57K |
| 313148868PFD | 1 funds | $42K |
| 313148850PFD | 1 funds | $42K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for AGM
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AGM/capital-change-brief"
Use Arkolith's capital_change_brief for AGM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AGM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.