Adecoagro S.A.
DE ˙ DB ˙ LU0584671464
€ 10,40 ↓ -0.24 (-2.26%)
2026-06-04
PREÇO DA AÇÃO
SecurityDE:ACD / Adecoagro S.A.
InstitutionMorgan Stanley
Latest Disclosed Ownership445,242 shares
Latest Disclosed Value $ 6,687,542
Morgan Stanley reports 63.57% increase in ownership of ACD / Adecoagro S.A.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 445,242 shares of Adecoagro S.A. (DE:ACD) valued at $5,779,241 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 272,196 shares of Adecoagro S.A.. This represents a change in shares of 63.57% during the quarter. The current value of the position is $4,630,517 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ADECOAGRO S A COM L00849106 445,242 173,046 63.57 6,688 209.87 0.0004
2026-05-27 2025-12-31 13F/A-1 ADECOAGRO S A COM L00849106 272,196 116,897 75.27 2,159 77.32 0.0001
2026-02-13 2025-12-31 13F ADECOAGRO S A COM L00849106 272,196 116,897 2,159 0.0001
2026-05-27 2025-09-30 13F/A-1 ADECOAGRO S A COM L00849106 155,299 -152,922 -49.61 1,218 -56.80 0.0001
2025-11-14 2025-09-30 13F ADECOAGRO S A COM L00849106 155,299 -152,922 1,218 0.0001
2025-08-15 2025-06-30 13F ADECOAGRO S A COM L00849106 308,221 -270,036 -46.70 2,817 -56.39 0.0002
2025-05-15 2025-03-31 13F ADECOAGRO S A COM L00849106 578,257 -128,721 -18.21 6,459 -3.11 0.0005
2025-05-15 2024-12-31 13F/A-1 ADECOAGRO S A COM L00849106 706,978 253,159 55.78 6,667 32.71 0.0005
2025-02-14 2024-12-31 13F ADECOAGRO S A COM L00849106 706,978 253,159 6,667 0.0005
2025-05-14 2024-09-30 13F/A-2 ADECOAGRO S A COM L00849106 453,819 -381,685 -45.68 5,024 -38.21 0.0004
2025-02-14 2024-09-30 13F/A-1 ADECOAGRO S A COM L00849106 453,819 -381,685 5,024 0.0004
2024-11-14 2024-09-30 13F ADECOAGRO S A COM L00849106 453,819 -381,685 5,024 0.0000
2025-05-14 2024-06-30 13F/A-2 ADECOAGRO S A COM L00849106 835,504 -358,450 -30.02 8,129 -38.22 0.0006
2024-10-17 2024-06-30 13F/A-1 ADECOAGRO S A COM L00849106 835,504 -358,450 8,129 0.0006
2024-08-14 2024-06-30 13F ADECOAGRO S A COM L00849106 835,504 -358,450 8,129 0.0006
2024-10-17 2024-03-31 13F/A-2 ADECOAGRO S A COM L00849106 1,193,954 519,085 76.92 13,157 75.64 0.0011
2024-08-16 2024-03-31 13F/A-1 ADECOAGRO S A COM L00849106 1,193,954 519,085 13,157 0.0001
2024-05-15 2024-03-31 13F ADECOAGRO S A COM L00849106 1,193,954 519,085 13,157 0.0011
2024-08-16 2023-12-31 13F/A-1 ADECOAGRO S A COM L00849106 674,869 467,568 225.55 7,491 209.16 0.0007
2024-02-13 2023-12-31 13F ADECOAGRO S A COM L00849106 674,869 467,568 7,491 0.0007
2023-11-15 2023-09-30 13F ADECOAGRO S A COM L00849106 207,301 106,902 106.48 2,423 158.04 0.0002
2023-08-14 2023-06-30 13F ADECOAGRO S A COM L00849106 100,399 -342,758 -77.34 940 -73.81 0.0001
2023-05-15 2023-03-31 13F ADECOAGRO S A COM L00849106 443,157 -104,128 -19.03 3,585 -20.97 0.0004
2023-02-14 2022-12-31 13F ADECOAGRO S A COM L00849106 547,285 -18,728 -3.31 4,537 -3.32 0.0005
2022-11-14 2022-09-30 13F ADECOAGRO S A COM L00849106 566,013 -217,840 -27.79 4,692 -29.25 0.0006
2022-10-27 2022-06-30 13F/A-1 ADECOAGRO S A COM L00849106 783,853 -621,546 -44.23 6,632 -60.94 0.0009
2022-08-15 2022-06-30 13F ADECOAGRO S A COM L00849106 783,853 -621,546 6,632 0.0009
2022-10-27 2022-03-31 13F/A-1 ADECOAGRO S A COM L00849106 1,405,399 -219,026 -13.48 16,977 36.08 0.0023
2022-05-13 2022-03-31 13F ADECOAGRO S A COM L00849106 1,405,399 -219,026 16,977 0.0023
2022-02-14 2021-12-31 13F ADECOAGRO S A COM L00849106 1,624,425 106,082 6.99 12,476 -9.01 0.0015
2021-11-15 2021-09-30 13F ADECOAGRO S A COM L00849106 1,518,343 -45,021 -2.88 13,711 -12.65 0.0018
2021-08-23 2021-06-30 13F/A-1 ADECOAGRO S A COM L00849106 1,563,364 -153,098 -8.92 15,696 16.34 0.0021
2021-08-16 2021-06-30 13F ADECOAGRO S A COM L00849106 1,563,364 -153,098 15,696 0.0004
2021-05-17 2021-03-31 13F ADECOAGRO S A COM L00849106 1,716,462 1,196,712 230.25 13,491 281.75 0.0020
2021-02-16 2020-12-31 13F ADECOAGRO S A COM L00849106 519,750 140,268 36.96 3,534 99.44 0.0005
2020-11-13 2020-09-30 13F ADECOAGRO S A COM L00849106 379,482 -11,560 -2.96 1,772 4.48 0.0003
2020-08-14 2020-06-30 13F ADECOAGRO S A COM L00849106 391,042 177,498 83.12 1,696 104.09 0.0004
2020-05-26 2020-03-31 13F/A-1 ADECOAGRO S A COM L00849106 213,544 -40,660 -16.00 831 -60.95 0.0002
2020-05-15 2020-03-31 13F ADECOAGRO S A COM L00849106 213,544 -40,660 831 63.8381
2020-02-14 2019-12-31 13F ADECOAGRO S A COM L00849106 254,204 176,457 226.96 2,128 369.76 0.0005
2019-11-14 2019-09-30 13F ADECOAGRO S A COM L00849106 77,747 -1,750 -2.20 453 -20.25 0.0001
2019-08-14 2019-06-30 13F ADECOAGRO S A COM L00849106 79,497 -9,298 -10.47 568 -7.19 0.0002
2019-05-15 2019-03-31 13F ADECOAGRO S A COM L00849106 88,795 -11,773 -11.71 612 -12.57 0.0002
2019-02-14 2018-12-31 13F ADECOAGRO S A COM L00849106 100,568 -10,133 -9.15 700 -13.90 0.0002
2019-04-23 2018-09-30 13F/A-2 ADECOAGRO S A COM L00849106 110,701 -89,038 -44.58 813 -48.80 0.0002
2018-11-20 2018-09-30 13F/A-1 ADECOAGRO S A COM L00849106 110,701 0 813 0.0002
2018-11-14 2018-09-30 13F ADECOAGRO S A COM L00849106 110,701 -89,038 813
2019-04-23 2018-06-30 13F/A-1 ADECOAGRO S A COM L00849106 199,739 -311,766 -60.95 1,588 -58.72 0.0004
2018-08-14 2018-06-30 13F ADECOAGRO S A COM L00849106 199,739 -311,766 1,588
2019-04-23 2018-03-31 13F/A-1 ADECOAGRO S A COM L00849106 511,505 -60,405 -10.56 3,847 -34.94 0.0011
2018-05-14 2018-03-31 13F ADECOAGRO S A COM L00849106 511,505 -60,405 3,847
2019-04-23 2017-12-31 13F/A-1 ADECOAGRO S A COM L00849106 571,910 -81,462 -12.47 5,913 -16.20 0.0016
2018-02-14 2017-12-31 13F ADECOAGRO S A COM L00849106 571,910 -81,462 5,913
2017-11-14 2017-09-30 13F ADECOAGRO S A COM L00849106 653,372 -2,004,222 -75.41 7,056 -73.42 0.0021
2017-08-11 2017-06-30 13F ADECOAGRO S A COM L00849106 2,657,594 -244,953 -8.44 26,550 -20.18 0.0080
2017-05-22 2017-03-31 13F/A-1 ADECOAGRO S A COM L00849106 2,902,547 682,603 30.75 33,263 44.35 0.0102
2017-05-12 2017-03-31 13F ADECOAGRO S A COM L00849106 2,902,547 33,263
2017-02-22 2016-12-31 13F/A-1 ADECOAGRO S A COM L00849106 2,219,944 -221,042 -9.06 23,044 -17.26 0.0075
2017-02-13 2016-12-31 13F ADECOAGRO S A COM L00849106 2,219,944 23,044
2016-11-10 2016-09-30 13F ADECOAGRO S A COM L00849106 2,440,986 -23,338 -0.95 27,852 3.02 0.0095
2016-08-12 2016-06-30 13F ADECOAGRO S A COM L00849106 2,464,324 223,260 9.96 27,035 4.45 0.0098
2016-05-12 2016-03-31 13F ADECOAGRO S A COM L00849106 2,241,064 901,957 67.36 25,883 57.27 0.0100
2016-02-09 2015-12-31 13F ADECOAGRO S A COM L00849106 1,339,107 1,215,100 979.86 16,458 1,569.17 0.0060
2016-02-08 2015-09-30 13F/A-1 ADECOAGRO S A COM L00849106 124,007 -7,024 -5.36 986 -18.44 0.0004
2015-11-09 2015-09-30 13F ADECOAGRO S A COM L00849106 124,007 986
2015-08-12 2015-06-30 13F ADECOAGRO S A COM L00849106 131,031 -15,133 -10.35 1,209 -19.02 0.0004
2015-05-14 2015-03-31 13F ADECOAGRO S A COM L00849106 146,164 -8,190 -5.31 1,493 20.79 0.0005
2015-02-13 2014-12-31 13F ADECOAGRO S A COM L00849106 154,354 -35,389 -18.65 1,236 -25.94 0.0005
2014-12-16 2014-09-30 13F/A-1 ADECOAGRO S A COM L00849106 189,743 -36,858 -16.27 1,669 -21.97 0.0006
2014-11-14 2014-09-30 13F ADECOAGRO S A COM L00849106 189,743 1,669
2014-08-12 2014-06-30 13F ADECOAGRO S A COM L00849106 226,601 -45,403 -16.69 2,139 -3.65 0.0037
2014-05-13 2014-03-31 13F ADECOAGRO S A COM L00849106 272,004 26,570 10.83 2,220 11.73 0.0009
2014-02-13 2013-12-31 13F ADECOAGRO S A COM L00849106 245,434 -151,417 -38.15 1,987 -32.41 0.0008
2013-11-13 2013-09-30 13F ADECOAGRO COM L00849106 396,851 -35,910 -8.30 2,940 8.69 0.0014
2013-08-08 2013-06-30 13F ADECOAGRO COM L00849106 432,761 432,761 2,705 0.0014
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.