Mosaic Co
MOS- Exchange
- NYSE
- Industry
- Agricultural Chemicals
- SEC CIK
- 0001285785
In the last 90 days, Mosaic Co insiders filed 0 open-market purchases and 1 sale; 667 institutions reported holding it in 13F filings for Q2 2026, worth $6.40B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Mosaic Co as of Jun 30, 2021. 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
- 598
- +27 vs. Q1 2021
- Shares held
- 285.0M
- +6.86M (+2.5%) vs. Q1 2021
- Total value
- $9.08B
- +$304.6M (+3.5%) vs. Q1 2021
- New holders
- 79
- 239 more added
- Sold out
- 52
- 195 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MOS 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 | 667 | $6.40B |
| Q1 2026 | 697 | $7.20B |
| Q4 2025 | 659 | $7.03B |
| Q3 2025 | 714 | $10.3B |
| Q2 2025 | 707 | $10.7B |
| Q1 2025 | 630 | $7.45B |
| Q4 2024 | 626 | $6.75B |
| Q3 2024 | 638 | $7.26B |
| Q2 2024 | 646 | $7.77B |
| Q1 2024 | 656 | $8.75B |
| Q4 2023 | 683 | $9.74B |
| Q3 2023 | 662 | $9.77B |
| Q2 2023 | 675 | $10.0B |
| Q1 2023 | 721 | $13.7B |
| Q4 2022 | 767 | $13.0B |
| Q3 2022 | 758 | $14.3B |
| Q2 2022 | 783 | $14.2B |
| Q1 2022 | 830 | $20.6B |
| Q4 2021 | 683 | $12.1B |
| Q3 2021 | 610 | $10.2B |
| Q2 2021 | 598 | $9.08B |
| Q1 2021 | 575 | $8.90B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Mosaic Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 6 | $0 | 0.00% | −12−66.7% | Reduced |
| First Horizon Corp | 26 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 24 | $0 | 0.00% | +24 | New |
| Liberty Wealth Management LLC | 2 | $0 | 0.00% | +2 | New |
| Atlas Private Wealth Advisors | 38 | $1.00K | 0.00% | −139−78.5% | Reduced |
| Proequities, Inc. | 30 | $1.00K | 0.00% | −87−74.4% | Reduced |
| Enterprise Financial Services Corp | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $1.60K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 52 | $1.66K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 62 | $2.00K | 0.00% | −4−6.1% | Reduced |
| MUFG Americas Holdings Corp | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 69 | $2.00K | 0.00% | +69 | New |
| MV Capital Management, Inc. | 71 | $2.00K | 0.00% | +71 | New |
| Northern Oak Wealth Management Inc | 100 | $3.00K | 0.00% | −80−44.4% | Reduced |
| Sound Income Strategies, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 87 | $3.00K | 0.00% | +67+335.0% | Added |
| Avion Wealth | 100 | $3.00K | 0.00% | +100 | New |
| Professional Financial Advisors, LLC | 105 | $3.00K | 0.00% | +105 | New |
| Whittier Trust Co of Nevada Inc | 138 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 131 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $4.18K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 138 | $4.40K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 178 | $5.00K | 0.00% | −96−35.0% | Reduced |
| Resolute Partners Group | 162 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 155 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 170 | $5.00K | 0.00% | +30+21.4% | Added |
| FinTrust Capital Advisors, LLC | 191 | $6.00K | 0.00% | −23,000−99.2% | Reduced |
| Farmers & Merchants Investments Inc | 202 | $6.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 194 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 200 | $6.00K | 0.00% | +200 | New |
| BDO Wealth Advisors, LLC | 225 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 215 | $7.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 273 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 291 | $9.00K | 0.00% | +43+17.3% | Added |
| Central Trust Co | 308 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 304 | $10.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 318 | $10.0K | 0.00% | +1+0.3% | Added |
| Bedel Financial Consulting, Inc. | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 300 | $10.0K | 0.01% | +300 | New |
| Evoke Wealth, LLC | 341 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 350 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 365 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 376 | $12.0K | 0.00% | +16+4.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 400 | $12.8K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 417 | $13.0K | 0.00% | +26+6.6% | Added |
| Private Capital Group, LLC | 420 | $13.0K | 0.00% | +34+8.8% | Added |
| CX Institutional | 420 | $13.0K | 0.00% | +66+18.6% | Added |
| Caldwell Trust Co | 500 | $16.0K | 0.00% | +500 | New |
| Jacobi Capital Management LLC | 487 | $16.0K | 0.00% | −350−41.8% | Reduced |
| JNBA Financial Advisors | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 500 | $16.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 529 | $17.0K | 0.00% | +33+6.7% | Added |
| WealthShield Partners, LLC | 571 | $18.0K | 0.00% | +571 | New |
| Quadrant Capital Group LLC | 639 | $20.0K | 0.00% | +21+3.4% | Added |
| Wagner Wealth Management, LLC | 639 | $20.0K | 0.01% | +479+299.4% | Added |
| Edge Wealth Management LLC | 750 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 767 | $24.0K | 0.00% | +156+25.5% | Added |
| Berman Capital Advisors, LLC | 863 | $26.0K | 0.00% | +517+149.4% | Added |
| Johnson Financial Group, Inc. | 860 | $27.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 904 | $28.0K | 0.00% | −400−30.7% | Reduced |
| Ellevest, Inc. | 923 | $29.0K | 0.00% | −305−24.8% | Reduced |
| Cordasco Financial Network | 900 | $29.0K | 0.02% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 978 | $31.0K | 0.00% | −65−6.2% | Reduced |
| CWM, LLC | 995 | $32.0K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 1,004 | $32.0K | 0.02% | +910+968.1% | Added |
| Stonebridge Capital Advisors LLC | 1,110 | $35.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,108 | $35.0K | 0.00% | +103+10.2% | Added |
| Tobam | 1,131 | $36.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,203 | $38.4K | 0.00% | −26−2.1% | Reduced |
| NEXT Financial Group, Inc | 1,312 | $42.0K | 0.00% | −592−31.1% | Reduced |
| Signaturefd, LLC | 1,356 | $43.0K | 0.00% | −1,779−56.7% | Reduced |
| American Portfolios Advisors | 1,373 | $43.8K | 0.00% | +200+17.1% | Added |
| IndexIQ Advisors LLC | 1,437 | $46.0K | 0.00% | −3,059−68.0% | Reduced |
| First Mercantile Trust Co | 1,503 | $48.0K | 0.01% | −69−4.4% | Reduced |
| Lindbrook Capital, LLC | 1,510 | $48.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,500 | $48.0K | 0.04% | +1,450+2,900.0% | Added |
| Credit Agricole S A | 1,587 | $51.0K | 0.00% | +1,587 | New |
| Smithfield Trust Co | 1,623 | $52.0K | 0.00% | +1,493+1,148.5% | Added |
| Geneos Wealth Management Inc. | 1,745 | $54.0K | 0.00% | +3+0.2% | Added |
| First Horizon Advisors, Inc. | 1,699 | $54.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,007 | $64.0K | 0.00% | +404+25.2% | Added |
| Federated Hermes, Inc. | 2,060 | $66.0K | 0.00% | −5,366−72.3% | Reduced |
| Perkins Coie Trust Co | 2,205 | $70.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,400 | $77.0K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,498 | $79.0K | 0.00% | +301+13.7% | Added |
| AlphaMark Advisors, LLC | 2,500 | $80.0K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,763 | $88.0K | 0.02% | −5,779−67.7% | Reduced |
| Pflug Koory, LLC | 3,010 | $96.0K | 0.05% | +900+42.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,000 | $96.0K | 0.00% | +3,000 | New |
| Parallel Advisors, LLC | 3,197 | $102.0K | 0.00% | +92+3.0% | Added |
| Sentry Investment Management LLC | 3,440 | $110.0K | 0.03% | 00.0% | Unchanged |