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Fortuna Mining Corp.

FSM
Exchange
NYSE
Industry
Gold and Silver Ores
SEC CIK
0001341335

No open-market purchases or sales by Fortuna Mining Corp. insiders were filed in the last 90 days; 244 institutions reported holding it in 13F filings for Q2 2026, worth $1.65B in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in Fortuna Mining Corp. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
136
−7 vs. Q3 2021
Shares held
78.9M
+3.05M (+4.0%) vs. Q3 2021
Total value
$308.4M
+$9.87M (+3.3%) vs. Q3 2021
New holders
28
37 more added
Sold out
35
47 more reduced

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting FSM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 136 institutions
Q1 2021: 147 institutionsQ2 2021: 160 institutionsQ3 2021: 147 institutionsQ4 2021: 136 institutionsQ1 2022: 133 institutionsQ2 2022: 128 institutionsQ3 2022: 120 institutionsQ4 2022: 141 institutionsQ1 2023: 135 institutionsQ2 2023: 142 institutionsQ3 2023: 135 institutionsQ4 2023: 156 institutionsQ1 2024: 156 institutionsQ2 2024: 151 institutionsQ3 2024: 171 institutionsQ4 2024: 173 institutionsQ1 2025: 180 institutionsQ2 2025: 204 institutionsQ3 2025: 215 institutionsQ4 2025: 234 institutionsQ1 2026: 254 institutionsQ2 2026: 244 institutions
Value heldQ4 2021: $308.4M
Q1 2021: $382.0MQ2 2021: $356.0MQ3 2021: $298.9MQ4 2021: $308.4MQ1 2022: $297.2MQ2 2022: $232.7MQ3 2022: $197.2MQ4 2022: $298.1MQ1 2023: $330.2MQ2 2023: $296.6MQ3 2023: $256.8MQ4 2023: $409.8MQ1 2024: $410.5MQ2 2024: $633.4MQ3 2024: $747.7MQ4 2024: $669.2MQ1 2025: $1.08BQ2 2025: $1.22BQ3 2025: $1.84BQ4 2025: $2.05BQ1 2026: $2.03BQ2 2026: $1.65B
Institutions holding FSM and their total value by quarter
QuarterHoldersValue
Q2 2026244$1.65B
Q1 2026254$2.03B
Q4 2025234$2.05B
Q3 2025215$1.84B
Q2 2025204$1.22B
Q1 2025180$1.08B
Q4 2024173$669.2M
Q3 2024171$747.7M
Q2 2024151$633.4M
Q1 2024156$410.5M
Q4 2023156$409.8M
Q3 2023135$256.8M
Q2 2023142$296.6M
Q1 2023135$330.2M
Q4 2022141$298.1M
Q3 2022120$197.2M
Q2 2022128$232.7M
Q1 2022133$297.2M
Q4 2021136$308.4M
Q3 2021147$298.9M
Q2 2021160$356.0M
Q1 2021147$382.0M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Fortuna Mining Corp.; share changes are against Q3 2021.

Institutions holding FSM in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Exane Derivatives153$5970.00%00.0%Unchanged
Huntington National Bank300$1.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC200$1.00K0.00%00.0%Unchanged
Cypress Capital Management LLC (WY)300$1.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC600$2.00K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC522$2.00K0.00%+522New
Pacifica Partners Inc.880$3.00K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd730$3.00K0.00%00.0%Unchanged
Ancora Advisors, LLC666$3.00K0.00%00.0%Unchanged
NEXT Financial Group, Inc700$3.00K0.00%+200+40.0%Added
Optiver Holding B.V.914$4.00K0.00%00.0%Unchanged
Eaton Vance Management1,000$4.00K0.00%+1,000New
Foresight Capital Management Advisors, Inc.1,342$5.00K0.00%+1,342New
PYA Waltman Capital, LLC1,300$5.00K0.00%+1,300New
Danda Trouve Investment Management, Inc.1,450$6.00K0.01%00.0%Unchanged
Credit Agricole S A1,900$7.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.2,850$11.0K0.00%−2,550−47.2%Reduced
Steward Partners Investment Advisory, LLC3,000$12.0K0.00%−4,500−60.0%Reduced
Trustcore Financial Services, LLC3,420$13.0K0.00%+648+23.4%Added
Fifth Third Bancorp3,500$14.0K0.00%+3,500New
Aquatic Capital Management LLC3,500$14.0K0.03%+3,500New
Monolith Advisors5,347$21.0K0.02%+5,347New
Rockefeller Capital Management L.P.6,140$23.0K0.00%00.0%Unchanged
Compagnie Lombard Odier SCmA6,200$24.0K0.00%00.0%Unchanged
Kestra Advisory Services, LLC10,127$39.0K0.00%+10,127New
Aire Advisors, LLC10,000$39.0K0.02%+10,000New
Paloma Partners Management Co10,207$40.0K0.00%+10,207New
Bank of New York Mellon Corp10,775$42.0K0.00%+600+5.9%Added
Storebrand Asset Management AS11,226$43.8K0.00%+11,226New
Cambridge Investment Research Advisors, Inc.11,262$44.0K0.00%−39,625−77.9%Reduced
Van Hulzen Asset Management, LLC11,220$44.0K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.10,300$51.0K0.00%+10,300New
Gotham Asset Management, LLC13,057$51.0K0.00%−70,475−84.4%Reduced
Cubist Systematic Strategies, LLC13,456$53.0K0.00%−212,639−94.0%Reduced
Wolverine Trading, LLC13,616$53.0K0.00%−57,189−80.8%Reduced
Two Sigma Securities, LLC13,894$54.0K0.01%+13,894New
Laidlaw Wealth Management LLC15,000$59.0K0.01%+15,000New
Great West Life Assurance Co15,529$61.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)16,506$64.0K0.00%+9,665+141.3%Added
Legal & General Group Plc17,047$67.0K0.00%+4,680+37.8%Added
Squarepoint Ops LLC19,654$77.0K0.00%+8,580+77.5%Added
Gibraltar Capital Management, Inc.20,040$78.0K0.04%00.0%Unchanged
Bank of America Corp21,095$82.0K0.00%−13,039−38.2%Reduced
Cetera Investment Advisers21,159$83.0K0.00%+2,425+12.9%Added
Profund Advisors LLC21,717$85.0K0.00%−2,942−11.9%Reduced
Cutler Group LP22,969$89.0K0.01%−73−0.3%Reduced
HSBC Holdings PLC23,968$93.0K0.00%−104−0.4%Reduced
Balyasny Asset Management LLC24,389$95.0K0.00%+24,389New
XTX Topco Ltd24,279$95.0K0.05%+24,279New
Creative Planning26,100$102.0K0.00%+8,694+49.9%Added
Capital Advisory Group Advisory Services, LLC26,147$102.0K0.05%+26,147New
Banque Cantonale Vaudoise27,061$106.0K0.00%−13,315−33.0%Reduced
D. E. Shaw & Co., Inc.28,108$110.0K0.00%−5,948−17.5%Reduced
Mark Stevens29,000$113.0K0.01%+10,000+52.6%Added
Shell Asset Management Co31,914$125.0K0.00%+6,300+24.6%Added
Assenagon Asset Management S.A.31,948$125.0K0.00%+31,948New
LPL Financial LLC35,060$137.0K0.00%+1,200+3.5%Added
Cypress Wealth Services, LLC35,528$139.0K0.04%−357−1.0%Reduced
SEI Investments Co36,079$141.0K0.00%00.0%Unchanged
Miracle Mile Advisors, LLC40,000$156.0K0.01%+25,000+166.7%Added
Federation des caisses Desjardins du Quebec40,496$158.0K0.00%−2,000−4.7%Reduced
Northwest & Ethical Investments L.P.40,611$158.6K0.00%+2,671+7.0%Added
Vident Investment Advisory, LLC43,193$169.0K0.00%+17,406+67.5%Added
Cetera Advisor Networks LLC44,600$174.0K0.00%−3,600−7.5%Reduced
Raymond James Financial Services Advisors, Inc.44,415$174.0K0.00%+25,996+141.1%Added
Fosun International Ltd50,000$191.0K0.01%+50,000New
Invesco Ltd.51,044$199.0K0.00%+2,626+5.4%Added
HAP Trading, LLC51,466$201.0K0.01%+51,466New
Metis Global Partners, LLC51,723$202.0K0.06%+51,723New
Toronto Dominion Bank55,768$217.0K0.00%−52,000−48.3%Reduced
Aigen Investment Management, LP69,351$231.0K0.01%+69,351New
Edmond de Rothschild Holding S.A.60,914$237.0K0.01%+60,914New
Simplex Trading, LLC62,144$242.0K0.01%−83,882−57.4%Reduced
Fulcrum Asset Management LLP–$251.0K0.12%––
Chase Investment Counsel Corp70,985$276.0K0.11%−34,080−32.4%Reduced
Commonwealth Equity Services, LLC73,275$285.0K0.00%+11,608+18.8%Added
Ingalls & Snyder LLC74,000$289.0K0.01%−36,000−32.7%Reduced
Advisor Group Holdings, Inc.74,889$292.0K0.00%−34,299−31.4%Reduced
Royal Bank of Canada75,514$294.0K0.00%−89,717−54.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)82,313$317.0K0.00%+25,538+45.0%Added
Dorchester Wealth Management Co84,557$329.0K0.07%−1,773−2.1%Reduced
Aristides Capital LLC85,592$334.0K0.19%+85,592New
Scotia Capital Inc.86,137$336.0K0.00%+2,346+2.8%Added
Goldman Sachs Group Inc86,707$338.0K0.00%−475,081−84.6%Reduced
SIG North Trading, ULC91,530$357.0K0.09%+91,530New
Mackenzie Financial Corp93,064$363.0K0.00%+31,952+52.3%Added
Amundi100,000$374.0K0.00%00.0%Unchanged
Geode Capital Management, LLC96,469$376.0K0.00%00.0%Unchanged
Marshall Wace, LLP113,570$443.0K0.00%+51,662+83.4%Added
Hollencrest Capital Management128,032$499.0K0.04%+85,800+203.2%Added
HighTower Advisors, LLC133,273$519.0K0.00%−77,811−36.9%Reduced
Alberta Investment Management Corp137,900$539.0K0.00%−200−0.1%Reduced
Eschler Asset Management LLP150,000$585.0K0.75%+150,000New
Vanguard Group Inc156,420$610.0K0.00%−18,246−10.4%Reduced
Two Sigma Investments, LP174,328$680.0K0.00%−201,709−53.6%Reduced
UBS Group AG175,855$686.0K0.00%−55,751−24.1%Reduced
National Bank of Canada186,589$729.0K0.00%+186,589New
Credit Suisse AG219,230$854.0K0.00%−12,800−5.5%Reduced
Voloridge Investment Management, LLC219,789$857.0K0.00%−957,313−81.3%Reduced
Manufacturers Life Insurance Company, The246,470$956.0K0.00%−54,242−18.0%Reduced