Deere & Co (DE) — Smart Money Tracker (13F, Q2 2026)

DE ranks #77 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

DE is a top-conviction position for Rothschild & Co Wealth Management UK Ltd — at 10.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in DE belongs to BlackRock, Inc., but the position matters far more to Rothschild & Co Wealth Management UK Ltd, who has 10.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its DE position for two straight quarters, increasing it by $3.0B to reach $11.8B today.

Bill Nygren has trimmed its DE position for two straight quarters, cutting it by $1.3B while still holding $198.6M.

DE is up 3.3% today, and institutions have been net buyers of $74.1B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

DE posted net income of $4.9B over the trailing twelve months, and currently trades at a P/E of 38.9.

• Profitable — net income of $4.9B over the trailing twelve months
• Revenue grew 8.0% year over year
• Net income declined year over year, from $5.2B to $4.9B
• Generated $7.5B in positive operating cash flow
• Liabilities run 3.08x equity — a highly leveraged balance sheet worth noting