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, Q1 2024
Institutional positions in Fortuna Mining Corp. as of Mar 31, 2024. 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
- +1 vs. Q4 2023
- Shares held
- 109.3M
- +3.12M (+2.9%) vs. Q4 2023
- Total value
- $410.5M
- +$822.1K (+0.2%) vs. Q4 2023
- New holders
- 27
- 53 more added
- Sold out
- 26
- 48 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 244 | $1.65B |
| Q1 2026 | 254 | $2.03B |
| Q4 2025 | 234 | $2.05B |
| Q3 2025 | 215 | $1.84B |
| Q2 2025 | 204 | $1.22B |
| Q1 2025 | 180 | $1.08B |
| Q4 2024 | 173 | $669.2M |
| Q3 2024 | 171 | $747.7M |
| Q2 2024 | 151 | $633.4M |
| Q1 2024 | 156 | $410.5M |
| Q4 2023 | 156 | $409.8M |
| Q3 2023 | 135 | $256.8M |
| Q2 2023 | 142 | $296.6M |
| Q1 2023 | 135 | $330.2M |
| Q4 2022 | 141 | $298.1M |
| Q3 2022 | 120 | $197.2M |
| Q2 2022 | 128 | $232.7M |
| Q1 2022 | 133 | $297.2M |
| Q4 2021 | 136 | $308.4M |
| Q3 2021 | 147 | $298.9M |
| Q2 2021 | 160 | $356.0M |
| Q1 2021 | 147 | $382.0M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Fortuna Mining Corp.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cypress Wealth Services, LLC | 35,244 | $131.5K | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 32,304 | $120.0K | 0.00% | −261,069−89.0% | Reduced |
| Coppell Advisory Solutions Corp. | 15,118 | $114.0K | 0.02% | +15,118 | New |
| Atria Wealth Solutions, Inc. | 30,000 | $111.9K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 28,624 | $106.8K | 0.00% | +5,559+24.1% | Added |
| Profund Advisors LLC | 26,571 | $99.1K | 0.00% | +2,220+9.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 26,412 | $98.5K | 0.05% | −2,053−7.2% | Reduced |
| Engineers Gate Manager LP | 25,142 | $93.4K | 0.00% | −11,820−32.0% | Reduced |
| Tower Research Capital LLC (TRC) | 22,674 | $84.6K | 0.00% | −2,509−10.0% | Reduced |
| Shell Asset Management Co | 17,190 | $84.0K | 0.00% | −1,300−7.0% | Reduced |
| Silvercrest Asset Management Group LLC | 22,500 | $83.9K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 21,985 | $82.0K | 0.09% | +21,985 | New |
| Brinker Capital Investments, LLC | 21,311 | $79.5K | 0.00% | +21,311 | New |
| Orion Portfolio Solutions, LLC | 21,311 | $79.5K | 0.00% | +21,311 | New |
| Northwest & Ethical Investments L.P. | 21,124 | $78.4K | 0.00% | −43,782−67.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 20,800 | $77.6K | 0.00% | +20,800 | New |
| Daiwa Securities Group Inc. | 20,577 | $77.0K | 0.00% | +20,577 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 19,591 | $73.1K | 0.00% | +19,591 | New |
| Savant Capital, LLC | 18,920 | $70.6K | 0.00% | +7,920+72.0% | Added |
| Wells Fargo & Company | 18,082 | $67.4K | 0.00% | −12,275−40.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 15,783 | $58.9K | 0.01% | −10,000−38.8% | Reduced |
| Imprint Wealth LLC | 15,000 | $57.5K | 0.01% | +15,000 | New |
| TD Waterhouse Canada Inc. | 10,500 | $56.7K | 0.00% | −3,415−24.5% | Reduced |
| Investment Management Corp of Ontario | 14,585 | $54.4K | 0.00% | −12,100−45.3% | Reduced |
| Beacon Pointe Advisors, LLC | 13,920 | $51.9K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,700 | $51.1K | 0.00% | −157,400−92.0% | Reduced |
| Bank of New York Mellon Corp | 13,699 | $51.1K | 0.00% | −20.0% | Reduced |
| Toronto Dominion Bank | 13,681 | $51.0K | 0.00% | −49,145−78.2% | Reduced |
| JustInvest LLC | 13,514 | $50.4K | 0.00% | −837−5.8% | Reduced |
| Advisor Group Holdings, Inc. | 13,303 | $49.6K | 0.00% | −4,909−27.0% | Reduced |
| Kestra Advisory Services, LLC | 13,295 | $49.6K | 0.00% | +3,020+29.4% | Added |
| Belpointe Asset Management LLC | 12,800 | $47.7K | 0.00% | +12,800 | New |
| Integrated Advisors Network LLC | 12,130 | $45.2K | 0.00% | −136,500−91.8% | Reduced |
| PFG Investments, LLC | 11,079 | $41.3K | 0.00% | −9,921−47.2% | Reduced |
| Integrated Wealth Concepts LLC | 10,850 | $40.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 10,501 | $39.2K | 0.01% | +10,501 | New |
| Perritt Capital Management Inc | 10,500 | $39.2K | 0.02% | +3,000+40.0% | Added |
| Equitable Holdings, Inc. | 10,000 | $37.3K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 10,000 | $37.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 6,200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,000 | $18.6K | 0.00% | +1,500+42.9% | Added |
| Dixon Mitchell Investment Counsel Inc. | 5,000 | $18.6K | 0.00% | +5,000 | New |
| CWM, LLC | 2,673 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,125 | $9.65K | 0.00% | +2,125 | New |
| CIBC Private Wealth Group, LLC | 2,000 | $7.66K | 0.00% | +2,000 | New |
| AdvisorNet Financial, Inc | 1,700 | $6.34K | 0.00% | +1,700 | New |
| Ancora Advisors, LLC | 1,332 | $4.97K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,092 | $4.07K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,000 | $3.73K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 880 | $3.02K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 800 | $2.98K | 0.00% | +800 | New |
| Headlands Technologies LLC | 535 | $2.00K | 0.00% | +535 | New |
| Beaird Harris Wealth Management, LLC | 522 | $1.95K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 300 | $1.12K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 300 | $1.12K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 20 | $75 | 0.00% | 00.0% | Unchanged |
| Ruffer LLP | 0 | $0 | 0.00% | −3,048,140−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,472,117−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −357,119−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −353,049−100.0% | Sold out |
| PKO Investment Management Joint-Stock Co | 0 | $0 | 0.00% | −234,377−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −109,657−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −94,891−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −65,600−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −58,500−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −51,899−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −35,680−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −31,800−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −30,023−100.0% | Sold out |
| HTLF Bank | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −35,515−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −14,055−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −12,550−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,145−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −4,705−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |