Deere & Company Sees Institutional Investor Shift

Sarasin & Partners LLP reduces stake in industrial equipment manufacturer

Mar. 22, 2026 at 10:18am

According to a recent SEC filing, investment firm Sarasin & Partners LLP has reduced its holdings in Deere & Company (NYSE:DE) by 20.4% during the fourth quarter. The firm previously owned 309,009 shares of the industrial products company's stock, valued at $143.87 million, but sold 79,209 shares during the period.

Why it matters

Deere & Company is a major global manufacturer of agricultural, construction, and forestry equipment, making it an important bellwether for the industrial and manufacturing sectors. Changes in institutional ownership can signal shifts in investor sentiment and future performance expectations for the company.

The details

Sarasin & Partners LLP, a UK-based investment management firm, reduced its stake in Deere & Company during the fourth quarter of 2025. The firm previously held 309,009 shares, representing about 0.11% of Deere's outstanding stock, but sold 79,209 shares, leaving it with a $143.87 million position. The move comes as Deere's stock has seen significant volatility, with shares trading between $404 and $674 over the past 52 weeks.

  • Sarasin & Partners LLP filed its most recent 13F report with the SEC on March 22, 2026, disclosing its Q4 2025 holdings.
  • The firm reduced its Deere & Company stake during the fourth quarter of 2025.

The players

Sarasin & Partners LLP

A UK-based investment management firm that previously held a $143.87 million position in Deere & Company.

Deere & Company

A global manufacturer of agricultural, construction, and forestry equipment, headquartered in Moline, Illinois.

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The takeaway

The reduction in Sarasin & Partners' Deere & Company stake suggests potential uncertainty among some institutional investors about the company's near-term prospects, even as Deere remains a bellwether for the broader industrial sector.