DEERE & CO

DE Q1 2026 institutional ownership is a $102.9B book across 2,503 holders. BlackRock is the largest holder at $10.3B (18.3M shares, -5.5%, -$1.5B value decline -- mostly mark-to-market). Vanguard Capital Management is second at $9.3B (16.5M shares, NEW after three-way split). Capital World Investors is third at $6.9B (12.3M shares, +50.8%, +$2.4B from $4.8B) -- the largest buyer. State Street is fourth at $6.0B (10.6M shares, +2.5%, +$1.1B). JPMorgan is fifth at $5.3B (9.5M shares, -3.1%, slight trim -$797M). FMR/Fidelity $3.7B (+30.7%, +$866M). Geode Capital $3.2B (+18.2%, +$579M). Morgan Stanley $2.4B (unchanged with minor value increase). Gates Foundation Trust $2.0B (unchanged with value increase). Fisher Asset Management $1.7B (+28.2%, +$377M). State Farm $1.6B (-0.8%, slight trim). Bank of America $1.6B (+0.7%, +$276M). Northern Trust $1.5B (-1.8%, -$242M). Dimensional Fund Advisors $1.1B (-3.0%, -$164M). Goldman Sachs $1.1B (+5.7%, +$273M). Parnassus Investments $1.1B (-27.3%, -$166M). UBS AM $1.0B (+5.8%, +$255M). Capital International Investors NEW $960M (1.7M shares). Vanguard Portfolio Management $2.1B (NEW); Vanguard Fiduciary Trust $801M (NEW) -- total Vanguard passive exposure $12.2B. Wellington Management $944M (-45.5%, -$190M). New positions: Vanguard three-way split; Capital International $960M. The 75.50 whaleScore reflects AUM. Smart-money-signal read: DE Q1 2026 holder flows are net-bullish, led by Capital Research's bullish bifurcation (Capital World +$2.4B +50.8%, Capital Research Global not in DE top-20, Capital International NEW $960M). Fidelity +$866M, Fisher +$377M, and Geode +$579M suggest active agri-and-industrial managers adding. Sellers: Invesco -$52M, Wellington -$190M, Parnassus -$166M. JPMorgan slight trim. The net read: moderately bullish on Deere. Capital Research's aggressive +$2.4B add from Capital World is the defining conviction signal this quarter.