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 2024
Institutional positions in Fortuna Mining Corp. as of Dec 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
- 173
- +3 vs. Q3 2024
- Shares held
- 155.8M
- −1.03M (−0.7%) vs. Q3 2024
- Total value
- $669.2M
- −$78.4M (−10.5%) vs. Q3 2024
- New holders
- 28
- 58 more added
- Sold out
- 25
- 55 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Fortuna Mining Corp.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 20 | $86 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 42 | $180 | 0.00% | +42 | New |
| SWAN Capital LLC | 130 | $558 | 0.00% | +130 | New |
| McIlrath & Eck, LLC | 300 | $1.29K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 326 | $1.40K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 482 | $2.07K | 0.00% | +482 | New |
| Beaird Harris Wealth Management, LLC | 522 | $2.24K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 880 | $3.95K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 1,000 | $4.29K | 0.00% | +1,000 | New |
| WealthCollab, LLC | 1,092 | $4.68K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,332 | $5.71K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,500 | $6.43K | 0.00% | +1,500 | New |
| Van Hulzen Asset Management, LLC | 2,020 | $8.67K | 0.00% | +2,020 | New |
| SBI Securities Co., Ltd. | 2,154 | $9.24K | 0.00% | +2,154 | New |
| Quintet Private Bank (Europe) S.A. | 2,185 | $9.30K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,172 | $9.32K | 0.00% | −1,787−45.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,186 | $9.38K | 0.00% | +31+1.4% | Added |
| Tower Research Capital LLC (TRC) | 2,285 | $9.80K | 0.00% | −13,611−85.6% | Reduced |
| Bullock Wealth Management Group | 3,654 | $15.7K | 0.01% | +3,654 | New |
| Caitong International Asset Management Co., Ltd | 3,723 | $16.0K | 0.02% | +3,723 | New |
| Lazard Asset Management LLC | 4,157 | $17.0K | 0.00% | −66,514−94.1% | Reduced |
| Allworth Financial LP | 4,000 | $17.3K | 0.00% | +500+14.3% | Added |
| AdvisorNet Financial, Inc | 4,135 | $17.7K | 0.00% | +585+16.5% | Added |
| Steward Partners Investment Advisory, LLC | 5,000 | $21.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,236 | $22.5K | 0.00% | +1,126+27.4% | Added |
| Optiver Holding B.V. | 5,962 | $25.6K | 0.00% | +5,962 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 8,000 | $34.3K | 0.00% | +8,000 | New |
| Point72 (DIFC) Ltd | 9,300 | $39.9K | 0.00% | +9,300 | New |
| Close Asset Management Ltd | 10,000 | $43.0K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 10,246 | $44.0K | 0.04% | +10,246 | New |
| Hohimer Wealth Management, LLC | 10,300 | $44.2K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 10,400 | $44.6K | 0.00% | +10,400 | New |
| Perritt Capital Management Inc | 10,500 | $45.0K | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 10,719 | $46.0K | 0.00% | +10,719 | New |
| PFG Investments, LLC | 11,079 | $47.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 11,104 | $47.6K | 0.00% | −155,081−93.3% | Reduced |
| RSM US Wealth Management LLC | 11,679 | $49.2K | 0.00% | +200+1.7% | Added |
| State of Wyoming | 11,905 | $51.1K | 0.01% | −19,512−62.1% | Reduced |
| TD Waterhouse Canada Inc. | 12,440 | $53.2K | 0.00% | +2,440+24.4% | Added |
| Beacon Pointe Advisors, LLC | 12,920 | $55.4K | 0.00% | −1,000−7.2% | Reduced |
| Dark Forest Capital Management LP | 13,305 | $57.1K | 0.01% | +13,305 | New |
| Scotia Capital Inc. | 13,629 | $58.4K | 0.00% | −246−1.8% | Reduced |
| Belpointe Asset Management LLC | 12,800 | $58.8K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 14,064 | $60.3K | 0.00% | +278+2.0% | Added |
| Integrated Wealth Concepts LLC | 14,600 | $62.6K | 0.00% | +250+1.7% | Added |
| Mariner, LLC | 14,688 | $63.0K | 0.00% | +14,688 | New |
| Miracle Mile Advisors, LLC | 15,000 | $64.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,425 | $66.2K | 0.00% | +2,155+16.2% | Added |
| Vanguard Capital Wealth Advisors | 15,549 | $66.7K | 0.07% | +15,549 | New |
| Y-Intercept (Hong Kong) Ltd | 15,690 | $67.3K | 0.00% | +15,690 | New |
| Kingswood Wealth Advisors, LLC | 15,908 | $68.2K | 0.01% | +15,908 | New |
| Cetera Investment Advisers | 16,125 | $69.2K | 0.00% | −13,277−45.2% | Reduced |
| Marex Group plc | 16,408 | $70.4K | 0.00% | +16,408 | New |
| Shell Asset Management Co | 17,190 | $74.0K | 0.00% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 20,193 | $86.5K | 0.00% | −75,649−78.9% | Reduced |
| Commonwealth Equity Services, LLC | 20,456 | $88.0K | 0.00% | +2,000+10.8% | Added |
| Algert Global LLC | 20,652 | $88.6K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 20,918 | $89.7K | 0.00% | −1,967−8.6% | Reduced |
| SG Americas Securities, LLC | 22,207 | $95.0K | 0.00% | +8,484+61.8% | Added |
| Chelsea Counsel Co | 22,250 | $95.5K | 0.05% | −29,000−56.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 22,610 | $97.0K | 0.03% | +22,610 | New |
| Jupiter Asset Management Ltd | 24,150 | $103.6K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 25,474 | $109.2K | 0.00% | −6,509−20.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 26,412 | $113.3K | 0.04% | 00.0% | Unchanged |
| Synovus Financial Corp | 30,000 | $128.7K | 0.00% | −1,470−4.7% | Reduced |
| Ingalls & Snyder LLC | 32,500 | $139.0K | 0.01% | −4,000−11.0% | Reduced |
| Cypress Wealth Services, LLC | 35,244 | $151.2K | 0.03% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 35,680 | $153.1K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 38,700 | $166.0K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 42,173 | $180.9K | 0.08% | −11,618−21.6% | Reduced |
| Leonteq Securities AG | 46,399 | $199.1K | 0.02% | +6,499+16.3% | Added |
| Savant Capital, LLC | 47,824 | $205.2K | 0.00% | +23,824+99.3% | Added |
| Pictet Asset Management Holding SA | 49,344 | $211.7K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 56,015 | $240.3K | 0.00% | +24,102+75.5% | Added |
| Aire Advisors, LLC | 59,000 | $253.1K | 0.05% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 62,000 | $265.9K | 0.05% | −500−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 63,261 | $271.0K | 0.00% | −4,448−6.6% | Reduced |
| Impact Asset Management GmbH | 65,600 | $281.3K | 0.11% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 68,576 | $294.3K | 0.05% | −49,424−41.9% | Reduced |
| Versor Investments LP | 68,900 | $295.5K | 0.05% | −37,500−35.2% | Reduced |
| Graham Capital Management, L.P. | 69,498 | $298.1K | 0.01% | −80,337−53.6% | Reduced |
| Citigroup Inc | 69,603 | $298.6K | 0.00% | +56,595+435.1% | Added |
| Engineers Gate Manager LP | 73,956 | $317.3K | 0.01% | +58,106+366.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 74,600 | $320.0K | 0.95% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 75,300 | $323.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 75,600 | $323.2K | 0.00% | −5,700−7.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 82,793 | $355.2K | 0.00% | +8,617+11.6% | Added |
| Bessemer Group Inc | 88,440 | $379.0K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 91,435 | $392.3K | 0.11% | −28,579−23.8% | Reduced |
| LPL Financial LLC | 93,505 | $401.1K | 0.00% | +36,963+65.4% | Added |
| State of Tennessee, Treasury Department | 94,711 | $406.3K | 0.00% | +46,428+96.2% | Added |
| Dynamic Technology Lab Private Ltd | 97,293 | $417.0K | 0.07% | −297,648−75.4% | Reduced |
| Squarepoint Ops LLC | 98,482 | $422.5K | 0.00% | +79,178+410.2% | Added |
| Alliancebernstein L.P. | 99,369 | $426.3K | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 111,064 | $476.5K | 0.01% | −4,850−4.2% | Reduced |
| Hollencrest Capital Management | 118,357 | $507.8K | 0.02% | −42,600−26.5% | Reduced |
| XTX Topco Ltd | 120,081 | $515.1K | 0.04% | +49,873+71.0% | Added |
| Raymond James Financial Inc | 121,903 | $523.0K | 0.00% | +121,903 | New |
| British Columbia Investment Management Corp | 140,495 | $602.3K | 0.00% | −8,053−5.4% | Reduced |
| Geode Capital Management, LLC | 148,408 | $643.6K | 0.00% | +7,103+5.0% | Added |