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 |
|---|---|---|---|---|---|
| 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 |
| Patriot Financial Group Insurance Agency, LLC | 2,763 | $88.0K | 0.02% | −5,779−67.7% | Reduced |
| AlphaMark Advisors, LLC | 2,500 | $80.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,498 | $79.0K | 0.00% | +301+13.7% | Added |
| Newbridge Financial Services Group, Inc. | 2,400 | $77.0K | 0.05% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,205 | $70.0K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,060 | $66.0K | 0.00% | −5,366−72.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,007 | $64.0K | 0.00% | +404+25.2% | 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 |
| Smithfield Trust Co | 1,623 | $52.0K | 0.00% | +1,493+1,148.5% | Added |
| Credit Agricole S A | 1,587 | $51.0K | 0.00% | +1,587 | New |
| 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 |
| IndexIQ Advisors LLC | 1,437 | $46.0K | 0.00% | −3,059−68.0% | Reduced |
| American Portfolios Advisors | 1,373 | $43.8K | 0.00% | +200+17.1% | Added |
| Signaturefd, LLC | 1,356 | $43.0K | 0.00% | −1,779−56.7% | Reduced |
| NEXT Financial Group, Inc | 1,312 | $42.0K | 0.00% | −592−31.1% | Reduced |
| TD Private Client Wealth LLC | 1,203 | $38.4K | 0.00% | −26−2.1% | Reduced |
| Tobam | 1,131 | $36.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Smith Asset Management Group LP | 978 | $31.0K | 0.00% | −65−6.2% | Reduced |
| Ellevest, Inc. | 923 | $29.0K | 0.00% | −305−24.8% | Reduced |
| Cordasco Financial Network | 900 | $29.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 904 | $28.0K | 0.00% | −400−30.7% | Reduced |
| Johnson Financial Group, Inc. | 860 | $27.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 863 | $26.0K | 0.00% | +517+149.4% | 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 |
| 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 |
| WealthShield Partners, LLC | 571 | $18.0K | 0.00% | +571 | New |
| Parkside Financial Bank & Trust | 529 | $17.0K | 0.00% | +33+6.7% | Added |
| 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 |
| Caldwell Trust Co | 500 | $16.0K | 0.00% | +500 | New |
| 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 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 400 | $12.8K | 0.02% | 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 |
| Evoke Wealth, LLC | 341 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 350 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| BDO Wealth Advisors, LLC | 225 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 215 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 138 | $4.40K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $4.18K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Brewin Dolphin Ltd | 52 | $1.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $1.60K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −4,774,580−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,804,856−100.0% | Sold out |