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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 2022

Institutional positions in Fortuna Mining Corp. as of Dec 31, 2022. 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
141
+23 vs. Q3 2022
Shares held
79.8M
+1.88M (+2.4%) vs. Q3 2022
Total value
$298.1M
+$100.8M (+51.1%) vs. Q3 2022
New holders
35
39 more added
Sold out
12
42 more reduced

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 141 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 2022: $298.1M
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 2022

Shares, value and share of portfolio for each institution holding Fortuna Mining Corp.; share changes are against Q3 2022.

Institutions holding FSM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ronald Blue Trust, Inc.164$00.00%+50+43.9%Added
Cedar Mountain Advisors, LLC50$1880.00%00.0%Unchanged
BNP Paribas Arbitrage, SA121$4540.00%00.0%Unchanged
NewSquare Capital LLC180$6750.00%+180New
U.S. Capital Wealth Advisors, LLC190$7130.00%+190New
Stonebridge Capital Advisors LLC200$7500.00%00.0%Unchanged
Cypress Capital Management LLC (WY)300$1.13K0.00%00.0%Unchanged
Huntington National Bank300$1.13K0.00%00.0%Unchanged
GWM Advisors LLC310,000$1.16K0.00%−1,090−0.4%Reduced
Beaird Harris Wealth Management, LLC522$1.96K0.00%00.0%Unchanged
Ancora Advisors, LLC666$2.00K0.00%00.0%Unchanged
Pacifica Partners Inc.880$3.37K0.00%00.0%Unchanged
CWM, LLC1,308$5.00K0.00%+1,308New
Credit Agricole S A1,900$7.13K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC2,000$7.50K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC2,939$11.0K0.00%+2,939New
Headlands Technologies LLC3,177$12.0K0.01%+3,177New
Rockefeller Capital Management L.P.5,000$18.0K0.00%00.0%Unchanged
Compagnie Lombard Odier SCmA6,200$23.0K0.00%00.0%Unchanged
IFP Advisors, Inc4,320$25.0K0.00%−980−18.5%Reduced
Simplex Trading, LLC6,975$26.0K0.00%−195,791−96.6%Reduced
Perritt Capital Management Inc7,500$28.1K0.02%+7,500New
Advisory Services Network, LLC7,540$28.3K0.00%+7,540New
Belvedere Trading LLC9,658$36.2K0.02%+9,658New
Kestra Advisory Services, LLC10,025$37.6K0.00%−6−0.1%Reduced
Close Asset Management Ltd10,000$38.0K0.00%+10,000New
Triasima Portfolio Management inc.10,500$39.5K0.00%+10,500New
Creative Planning11,050$41.4K0.00%+11,050New
Van Hulzen Asset Management, LLC11,220$42.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.11,465$44.0K0.00%+3,510+44.1%Added
Virtu Financial LLC11,883$45.0K0.01%−25,004−67.8%Reduced
Belpointe Asset Management LLC12,800$48.0K0.00%+12,800New
Bank of New York Mellon Corp13,531$50.7K0.00%+10.0%Added
HighTower Advisors, LLC13,728$51.0K0.00%+405+3.0%Added
Coppell Advisory Solutions LLC14,000$52.5K0.02%+14,000New
Coppell Advisory Solutions Corp.14,000$52.5K0.02%+14,000New
TD Waterhouse Canada Inc.10,300$52.8K0.00%00.0%Unchanged
Laidlaw Wealth Management LLC15,000$56.3K0.01%00.0%Unchanged
National Asset Management, Inc.15,100$56.6K0.00%+15,100New
Cubist Systematic Strategies, LLC15,126$56.7K0.00%−38,533−71.8%Reduced
Jump Financial, LLC15,233$57.1K0.00%+3,071+25.3%Added
SG Americas Securities, LLC15,470$58.0K0.00%+15,470New
Bulltick Wealth Management, LLC15,675$58.8K0.02%+15,675New
Two Sigma Advisers, LP15,800$59.3K0.00%+15,800New
Ground Swell Capital, LLC15,866$59.5K0.26%+15,866New
Pendal Group Limited16,370$61.5K0.00%−11,829−41.9%Reduced
JPMorgan Chase & Co17,457$65.0K0.00%+17,457New
Wells Fargo & Company18,273$68.5K0.00%−316,995−94.5%Reduced
Cutler Group LP18,720$70.0K0.01%+2,495+15.4%Added
ExodusPoint Capital Management, LP18,572$70.0K0.00%+18,572New
Aire Advisors, LLC20,000$75.0K0.02%00.0%Unchanged
Storebrand Asset Management AS20,550$77.1K0.00%−2,822−12.1%Reduced
Profund Advisors LLC20,613$77.3K0.01%−809−3.8%Reduced
Versor Investments LP22,600$84.9K0.01%−44,600−66.4%Reduced
Shell Asset Management Co23,114$87.0K0.00%−3,100−11.8%Reduced
Capital Advisory Group Advisory Services, LLC24,465$91.7K0.06%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.25,337$95.0K0.00%+25,337New
Tower Research Capital LLC (TRC)26,166$98.0K0.00%+8,393+47.2%Added
HSBC Holdings PLC28,646$106.9K0.00%+28,646New
Mark Stevens29,000$109.0K0.01%00.0%Unchanged
Atria Wealth Solutions, Inc.30,000$112.5K0.00%00.0%Unchanged
Banque Cantonale Vaudoise31,304$117.0K0.01%+1,094+3.6%Added
Mariner, LLC31,488$118.0K0.00%−2,341−6.9%Reduced
Aigen Investment Management, LP33,223$124.6K0.02%+33,223New
Toroso Investments, LLC33,381$125.0K0.00%−16,650−33.3%Reduced
Integrated Advisors Network LLC35,130$131.7K0.01%−12,000−25.5%Reduced
Cypress Wealth Services, LLC35,244$132.2K0.04%00.0%Unchanged
Northwest & Ethical Investments L.P.38,389$144.3K0.00%+1,886+5.2%Added
Alliancebernstein L.P.39,466$148.0K0.00%00.0%Unchanged
Miracle Mile Advisors, LLC40,000$150.0K0.01%00.0%Unchanged
Ingalls & Snyder LLC42,000$158.0K0.01%−32,000−43.2%Reduced
Raymond James Financial Services Advisors, Inc.42,362$158.9K0.00%−568−1.3%Reduced
Pictet Asset Management SA42,824$161.0K0.00%+26,253+158.4%Added
Gotham Asset Management, LLC43,441$162.9K0.00%+43,441New
AE Wealth Management LLC47,430$177.9K0.00%+300+0.6%Added
Dynamic Technology Lab Private Ltd50,421$189.0K0.02%+15,183+43.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)50,443$189.5K0.00%+5,726+12.8%Added
Metis Global Partners, LLC51,723$194.4K0.02%00.0%Unchanged
Alberta Investment Management Corp53,700$201.7K0.00%+53,700New
Two Sigma Securities, LLC57,155$214.3K0.03%+45,628+395.8%Added
Toronto Dominion Bank57,267$216.0K0.00%−47,528−45.4%Reduced
Edmond de Rothschild Holding S.A.62,103$233.5K0.01%+2,847+4.8%Added
HRT Financial LP63,743$239.0K0.00%+63,743New
Raymond James & Associates66,810$250.5K0.00%−50,197−42.9%Reduced
Wolverine Trading, LLC70,404$264.0K0.00%+8,497+13.7%Added
MCF Advisors LLC74,000$277.5K0.03%+74,000New
Vident Investment Advisory, LLC77,813$291.8K0.01%+303+0.4%Added
Citigroup Inc82,332$309.3K0.00%+82,332New
Royal Bank of Canada86,002$323.0K0.00%−35,511−29.2%Reduced
Federation des caisses Desjardins du Quebec94,899$353.3K0.00%+31,550+49.8%Added
Geode Capital Management, LLC104,693$393.0K0.00%−1,376−1.3%Reduced
Invesco Ltd.108,225$405.8K0.00%+8,135+8.1%Added
Cetera Advisor Networks LLC109,300$409.9K0.00%+685+0.6%Added
Barometer Capital Management Inc.113,600$426.6K0.13%+113,600New
Dorchester Wealth Management Co114,000$428.4K0.10%−36,000−24.0%Reduced
British Columbia Investment Management Corp124,208$466.9K0.01%+5,691+4.8%Added
Mackenzie Financial Corp124,451$467.1K0.00%+2,193+1.8%Added
Hollencrest Capital Management126,057$472.7K0.06%−15,975−11.2%Reduced
UBS Group AG137,186$514.4K0.00%+29,822+27.8%Added
Group One Trading, L.P.167,038$626.4K0.02%−92,093−35.5%Reduced