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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 2023

Institutional positions in Fortuna Mining Corp. as of Dec 31, 2023. 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
156
+23 vs. Q3 2023
Shares held
106.2M
+13.4M (+14.4%) vs. Q3 2023
Total value
$409.8M
+$153.4M (+59.8%) vs. Q3 2023
New holders
38
59 more added
Sold out
15
27 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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 2023: 156 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 2023: $409.8M
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 2023

Shares, value and share of portfolio for each institution holding Fortuna Mining Corp.; share changes are against Q3 2023.

Institutions holding FSM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
IFP Advisors, Inc20$770.00%00.0%Unchanged
PEAK6 Investments LLC204$7870.00%−7,772−97.4%Reduced
Huntington National Bank300$1.16K0.00%00.0%Unchanged
McIlrath & Eck, LLC300$1.16K0.00%+300New
Ronald Blue Trust, Inc.568$2.00K0.00%+568New
Beaird Harris Wealth Management, LLC522$2.02K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC627$2.42K0.00%+627New
Pacifica Partners Inc.880$3.32K0.00%00.0%Unchanged
Allworth Financial LP1,000$3.86K0.00%+1,000New
WealthCollab, LLC1,092$4.22K0.00%+1,092New
Ancora Advisors, LLC1,332$5.14K0.00%00.0%Unchanged
Advisory Services Network, LLC1,600$6.18K0.00%+1,600New
CWM, LLC2,673$10.0K0.00%+2,673New
Steward Partners Investment Advisory, LLC3,500$13.5K0.00%00.0%Unchanged
Creekmur Asset Management LLC4,705$18.2K0.01%+4,705New
Credit Agricole S A4,900$18.9K0.00%+3,000+157.9%Added
Compagnie Lombard Odier SCmA6,200$24.0K0.00%00.0%Unchanged
Perritt Capital Management Inc7,500$28.9K0.02%00.0%Unchanged
Coppell Advisory Solutions LLC14,000$37.7K0.01%00.0%Unchanged
Equitable Holdings, Inc.10,000$38.6K0.00%00.0%Unchanged
Close Asset Management Ltd10,000$39.0K0.00%00.0%Unchanged
Kestra Advisory Services, LLC10,275$39.7K0.00%00.0%Unchanged
Integrated Wealth Concepts LLC10,850$41.9K0.00%00.0%Unchanged
Savant Capital, LLC11,000$42.5K0.00%00.0%Unchanged
Mariner, LLC11,145$43.0K0.00%−12,879−53.6%Reduced
Rathbone Brothers plc12,550$48.5K0.00%00.0%Unchanged
Two Sigma Advisers, LP13,000$50.2K0.00%+13,000New
Bank of New York Mellon Corp13,701$52.9K0.00%+169+1.2%Added
Beacon Pointe Advisors, LLC13,920$53.7K0.00%00.0%Unchanged
Banque Cantonale Vaudoise14,055$54.0K0.00%+10,710+320.2%Added
JustInvest LLC14,351$55.4K0.00%+3,191+28.6%Added
TD Waterhouse Canada Inc.13,915$67.5K0.00%+3,415+32.5%Added
XTX Topco Ltd18,131$70.0K0.02%+18,131New
Advisor Group Holdings, Inc.18,212$70.3K0.00%−1,802−9.0%Reduced
JPMorgan Chase & Co18,637$71.9K0.00%+1,180+6.8%Added
Shell Asset Management Co18,490$72.0K0.00%−4,624−20.0%Reduced
HRT Financial LP20,086$77.0K0.00%−101,171−83.4%Reduced
National Asset Management, Inc.20,000$77.2K0.00%+20,000New
PFG Investments, LLC21,000$81.1K0.02%00.0%Unchanged
SG Americas Securities, LLC21,225$82.0K0.00%+21,225New
Susquehanna Portfolio Strategies, LLC21,600$83.4K0.00%+21,600New
Silvercrest Asset Management Group LLC22,500$86.8K0.00%+22,500New
Private Advisor Group, LLC23,065$89.0K0.00%−1,202−5.0%Reduced
Profund Advisors LLC24,351$94.0K0.00%+2,510+11.5%Added
Tower Research Capital LLC (TRC)25,183$97.2K0.00%+11,548+84.7%Added
Kingswood Wealth Advisors, LLC25,783$99.5K0.01%+25,783New
LPL Financial LLC26,347$101.7K0.00%+4,000+17.9%Added
Investment Management Corp of Ontario26,685$103.0K0.00%+26,685New
AE Wealth Management LLC35,515$109.0K0.00%+4,705+15.3%Added
Capital Advisory Group Advisory Services, LLC28,465$109.9K0.06%00.0%Unchanged
HTLF Bank29,000$111.9K0.01%+29,000New
Cutler Group LP30,023$115.0K0.02%+10,785+56.1%Added
Atria Wealth Solutions, Inc.30,000$115.8K0.00%00.0%Unchanged
Wells Fargo & Company30,357$117.2K0.00%+12,000+65.4%Added
Connor, Clark & Lunn Investment Management Ltd.31,800$122.4K0.00%−2,900−8.4%Reduced
Cambridge Investment Research Advisors, Inc.32,874$127.0K0.00%−3,666−10.0%Reduced
HSBC Holdings PLC33,051$128.4K0.00%00.0%Unchanged
Cypress Wealth Services, LLC35,244$136.0K0.03%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd35,680$138.0K0.00%+35,680New
Engineers Gate Manager LP36,962$142.3K0.00%+36,962New
Jupiter Asset Management Ltd37,995$147.0K0.00%00.0%Unchanged
Alliancebernstein L.P.39,466$152.3K0.00%00.0%Unchanged
Miracle Mile Advisors, LLC40,275$155.5K0.00%+275+0.7%Added
Toroso Investments, LLC41,097$158.6K0.00%+838+2.1%Added
Ingalls & Snyder LLC42,000$162.0K0.01%00.0%Unchanged
Pictet Asset Management Holding SA42,787$165.5K0.00%+2,893+7.3%Added
Russell Investments Group, Ltd.44,193$170.9K0.00%+44,193New
Nebula Research & Development LLC51,899$200.3K0.06%+51,899New
Aire Advisors, LLC55,000$212.3K0.05%00.0%Unchanged
Barclays PLC55,658$214.8K0.00%+2,465+4.6%Added
Versor Investments LP58,500$225.3K0.05%+58,500New
Zurcher Kantonalbank (Zurich Cantonalbank)60,280$233.1K0.00%+9,837+19.5%Added
Toronto Dominion Bank62,826$242.5K0.00%+5,722+10.0%Added
Raymond James & Associates64,485$248.9K0.00%+39,682+160.0%Added
Northwest & Ethical Investments L.P.64,906$249.8K0.01%+340+0.5%Added
Cetera Advisor Networks LLC65,600$253.2K0.00%−8,700−11.7%Reduced
Royal Bank of Canada66,321$256.0K0.00%−44,459−40.1%Reduced
Gotham Asset Management, LLC66,601$257.1K0.00%+10,425+18.6%Added
Metis Global Partners, LLC80,278$309.0K0.01%00.0%Unchanged
Citigroup Inc84,057$325.1K0.00%−521−0.6%Reduced
Dorchester Wealth Management Co87,000$335.5K0.06%00.0%Unchanged
Virtu Financial LLC94,891$366.0K0.03%+94,891New
Federation des caisses Desjardins du Quebec95,333$368.1K0.00%+18,000+23.3%Added
Dynamic Technology Lab Private Ltd98,435$380.0K0.04%+98,435New
Graham Capital Management, L.P.98,516$380.3K0.01%+98,516New
Wolverine Trading, LLC99,288$383.3K0.00%+13,117+15.2%Added
Man Group plc106,885$412.6K0.00%+106,885New
Eschler Asset Management LLP109,657$423.3K0.34%+109,657New
Alberta Investment Management Corp112,700$435.9K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC126,051$487.0K0.00%+7,370+6.2%Added
Invesco Ltd.126,247$487.3K0.00%−1,325−1.0%Reduced
Geode Capital Management, LLC129,832$499.9K0.00%+15,076+13.1%Added
Mackenzie Financial Corp138,741$534.3K0.00%−2,580,091−94.9%Reduced
Pale Fire Capital SE140,000$540.4K0.08%00.0%Unchanged
Integrated Advisors Network LLC148,630$573.7K0.03%+100,500+208.8%Added
PDT Partners, LLC152,819$589.9K0.07%+152,819New
BNP Paribas Arbitrage, SA161,575$623.7K0.00%+161,454+133,433.1%Added
GTS Securities LLC166,564$642.9K0.01%+48,300+40.8%Added
Davenport & Co LLC171,100$660.4K0.00%00.0%Unchanged
UBS Group AG174,546$673.7K0.00%+31,041+21.6%Added