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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
Cambridge Investment Research Advisors, Inc.32,874$127.0K0.00%−3,666−10.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.31,800$122.4K0.00%−2,900−8.4%Reduced
Wells Fargo & Company30,357$117.2K0.00%+12,000+65.4%Added
Atria Wealth Solutions, Inc.30,000$115.8K0.00%00.0%Unchanged
Cutler Group LP30,023$115.0K0.02%+10,785+56.1%Added
HTLF Bank29,000$111.9K0.01%+29,000New
Capital Advisory Group Advisory Services, LLC28,465$109.9K0.06%00.0%Unchanged
AE Wealth Management LLC35,515$109.0K0.00%+4,705+15.3%Added
Investment Management Corp of Ontario26,685$103.0K0.00%+26,685New
LPL Financial LLC26,347$101.7K0.00%+4,000+17.9%Added
Kingswood Wealth Advisors, LLC25,783$99.5K0.01%+25,783New
Tower Research Capital LLC (TRC)25,183$97.2K0.00%+11,548+84.7%Added
Profund Advisors LLC24,351$94.0K0.00%+2,510+11.5%Added
Private Advisor Group, LLC23,065$89.0K0.00%−1,202−5.0%Reduced
Silvercrest Asset Management Group LLC22,500$86.8K0.00%+22,500New
Susquehanna Portfolio Strategies, LLC21,600$83.4K0.00%+21,600New
SG Americas Securities, LLC21,225$82.0K0.00%+21,225New
PFG Investments, LLC21,000$81.1K0.02%00.0%Unchanged
National Asset Management, Inc.20,000$77.2K0.00%+20,000New
HRT Financial LP20,086$77.0K0.00%−101,171−83.4%Reduced
Shell Asset Management Co18,490$72.0K0.00%−4,624−20.0%Reduced
JPMorgan Chase & Co18,637$71.9K0.00%+1,180+6.8%Added
Advisor Group Holdings, Inc.18,212$70.3K0.00%−1,802−9.0%Reduced
XTX Topco Ltd18,131$70.0K0.02%+18,131New
TD Waterhouse Canada Inc.13,915$67.5K0.00%+3,415+32.5%Added
JustInvest LLC14,351$55.4K0.00%+3,191+28.6%Added
Banque Cantonale Vaudoise14,055$54.0K0.00%+10,710+320.2%Added
Beacon Pointe Advisors, LLC13,920$53.7K0.00%00.0%Unchanged
Bank of New York Mellon Corp13,701$52.9K0.00%+169+1.2%Added
Two Sigma Advisers, LP13,000$50.2K0.00%+13,000New
Rathbone Brothers plc12,550$48.5K0.00%00.0%Unchanged
Mariner, LLC11,145$43.0K0.00%−12,879−53.6%Reduced
Savant Capital, LLC11,000$42.5K0.00%00.0%Unchanged
Integrated Wealth Concepts LLC10,850$41.9K0.00%00.0%Unchanged
Kestra Advisory Services, LLC10,275$39.7K0.00%00.0%Unchanged
Close Asset Management Ltd10,000$39.0K0.00%00.0%Unchanged
Equitable Holdings, Inc.10,000$38.6K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC14,000$37.7K0.01%00.0%Unchanged
Perritt Capital Management Inc7,500$28.9K0.02%00.0%Unchanged
Compagnie Lombard Odier SCmA6,200$24.0K0.00%00.0%Unchanged
Credit Agricole S A4,900$18.9K0.00%+3,000+157.9%Added
Creekmur Asset Management LLC4,705$18.2K0.01%+4,705New
Steward Partners Investment Advisory, LLC3,500$13.5K0.00%00.0%Unchanged
CWM, LLC2,673$10.0K0.00%+2,673New
Advisory Services Network, LLC1,600$6.18K0.00%+1,600New
Ancora Advisors, LLC1,332$5.14K0.00%00.0%Unchanged
WealthCollab, LLC1,092$4.22K0.00%+1,092New
Allworth Financial LP1,000$3.86K0.00%+1,000New
Pacifica Partners Inc.880$3.32K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC627$2.42K0.00%+627New
Beaird Harris Wealth Management, LLC522$2.02K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.568$2.00K0.00%+568New
Huntington National Bank300$1.16K0.00%00.0%Unchanged
McIlrath & Eck, LLC300$1.16K0.00%+300New
PEAK6 Investments LLC204$7870.00%−7,772−97.4%Reduced
IFP Advisors, Inc20$770.00%00.0%Unchanged
Maven Securities LTD0$00.00%−717,710−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−628,534−100.0%Sold out
Baird Financial Group, Inc.0$00.00%−563,046−100.0%Sold out
Old Mission Capital LLC0$00.00%−113,973−100.0%Sold out
Aigen Investment Management, LP0$00.00%−66,000−100.0%Sold out
K2 Principal Fund, L.P.0$00.00%−31,663−100.0%Sold out
Bank of Nova Scotia0$00.00%−20,869−100.0%Sold out
Centiva Capital, LP0$00.00%−19,653−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−14,789−100.0%Sold out
HighTower Advisors, LLC0$00.00%−10,737−100.0%Sold out
Stableford Capital II LLC0$00.00%−10,000−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−4,200−100.0%Sold out
Cypress Capital Management LLC (WY)0$00.00%−300−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−200−100.0%Sold out
Trium Capital LLP0$00.00%−50−100.0%Sold out
SIG North Trading, ULC––––Not filed
Mark Stevens––––Not filed