DE

DE DEERE & CO

2026Q2 · CUSIP 244199105 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
2,670
Institutions that reported holding it to the SEC
Net increase in holders
+71
Last quarter 2,599 → now 2,670
How unusual is that
Top 5%
Stronger buying than 95% of US stocks
What the filings say, in one paragraph

2,670 funds held DE at the end of 2026Q2, up 71 from the quarter before. That is stronger buying than 95.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $48.0B(YoY +8.0%), the P/E is 35.6x, return on equity is 17.4%. DE has had 27 buying rushes in its history, and the price moved +6.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=916 2013Q4: holders=980 2014Q1: holders=982 2014Q2: holders=1001 2014Q3: holders=957 2014Q4: holders=1005 2015Q1: holders=969 2015Q2: holders=981 2015Q3: holders=925 2015Q4: holders=925 2016Q1: holders=919 2016Q2: holders=903 2016Q3: holders=880 2016Q4: holders=990 2017Q1: holders=1004 2017Q2: holders=1050 2017Q3: holders=1032 2017Q4: holders=1172 2018Q1: holders=1190 2018Q2: holders=1166 2018Q3: holders=1144 2018Q4: holders=1197 2019Q1: holders=1214 2019Q2: holders=1190 2019Q3: holders=1196 2019Q4: holders=1271 2020Q1: holders=1183 2020Q2: holders=1187 2020Q3: holders=1315 2020Q4: holders=1546 2021Q1: holders=1715 2021Q2: holders=1725 2021Q3: holders=1742 2021Q4: holders=1908 2022Q1: holders=2010 2022Q2: holders=1891 2022Q3: holders=1921 2022Q4: holders=2158 2023Q1: holders=2141 2023Q2: holders=2141 2023Q3: holders=2127 2023Q4: holders=2217 2024Q1: holders=2208 2024Q2: holders=2129 2024Q3: holders=2142 2024Q4: holders=2299 2025Q1: holders=2343 2025Q2: holders=2425 2025Q3: holders=2354 2025Q4: holders=2465 2026Q1: holders=2599 2026Q2: holders=2670 -237 -118.5 +0 +118.5 +237 79217982804 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 27 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5% — —
2026Q1 Top 1% in the market +3.1% —
2025Q4 Top 5% -15.1% -1.7%
2025Q2 Top 5% -2.7% +21.6%
2025Q1 Top 5% -7.3% -9.6%
2024Q4 Top 5% +11.1% +3.0%
2023Q4 Top 5% +10.5% +4.2%
2022Q4 Top 1% in the market -7.8% -0.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
373
Change in large funds
+28
Total value they hold
$134.9B
Funds buying for the first time
235
Funds that sold out entirely
164
Price change that quarter
+6.6%
Funds holding puts (bearish)
38
Funds holding calls (bullish)
43

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
35.6
EPS (TTM)
$17.99
EPS YoY
-6.1%
Revenue (TTM)
$48.0B
Revenue YoY
+8.0%
Net margin
10.2%
ROE
17.4%
Debt ratio
73.9%
FCF (TTM)
$6.0B
Dividend (TTM)
$6.48
Quarterly Revenue & EPS
2021-10-31: EPS 4.12 2022-01-30: EPS 2.92 2022-05-01: EPS 6.81 2022-07-31: EPS 6.16 2022-10-30: EPS 7.39 2023-01-29: EPS 6.55 2023-04-30: EPS 9.65 2023-07-30: EPS 10.20 2023-10-29: EPS 8.23 2024-01-28: EPS 6.23 2024-04-28: EPS 8.53 2024-07-28: EPS 6.29 2024-10-27: EPS 4.57 2025-01-26: EPS 3.19 2025-04-27: EPS 6.64 2025-07-27: EPS 4.75 2025-11-02: EPS 3.92 2026-02-01: EPS 2.42 2026-05-03: EPS 6.55 2026-08-02: EPS 5.10 0B 8.7B 17.4B $B 0.00 5.61 11.22 2016201720182019202020212022202320242025202608/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 17 10 25 40 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-2.7B1.2B5.1B 20162017201820192020202120222023202420252026
Latest quarter $1.7B (2026-05-03)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-08-02 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.