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, Q3 2021
Institutional positions in Mosaic Co as of Sep 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
- 610
- +19 vs. Q2 2021
- Shares held
- 286.0M
- +1.26M (+0.4%) vs. Q2 2021
- Total value
- $10.2B
- +$1.15B (+12.6%) vs. Q2 2021
- New holders
- 70
- 215 more added
- Sold out
- 51
- 224 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Mosaic Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 13 | $0 | 0.00% | −34,166−100.0% | Reduced |
| Carroll Financial Associates, Inc. | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $1.00K | 0.00% | −60−60.0% | Reduced |
| Proequities, Inc. | 30 | $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 |
| Atlas Private Wealth Advisors | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 10 | $1.00K | 0.00% | −28−73.7% | Reduced |
| Meridian Wealth Partners, LLC | 28 | $1.00K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 52 | $1.86K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $2.00K | 0.00% | −20−23.0% | Reduced |
| Howe & Rusling Inc | 49 | $2.00K | 0.00% | −13−21.0% | Reduced |
| MUFG Americas Holdings Corp | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 48 | $2.00K | 0.00% | +48 | New |
| HighMark Wealth Management LLC | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 85 | $3.00K | 0.00% | +85 | New |
| Smithfield Trust Co | 130 | $4.00K | 0.00% | −1,493−92.0% | Reduced |
| Highlander Capital Management, LLC | 100 | $4.00K | 0.00% | −100−50.0% | Reduced |
| Northern Oak Wealth Management Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $4.68K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 138 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 131 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 142 | $5.07K | 0.00% | +4+2.9% | Added |
| Brown Brothers Harriman & Co | 170 | $6.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 162 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 173 | $6.00K | 0.00% | −5−2.8% | Reduced |
| MV Capital Management, Inc. | 163 | $6.00K | 0.00% | +92+129.6% | Added |
| D'Orazio & Associates, Inc. | 155 | $6.00K | 0.00% | +105+210.0% | Added |
| Harbour Investments, Inc. | 200 | $7.00K | 0.00% | −567−73.9% | Reduced |
| Farmers & Merchants Investments Inc | 202 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 194 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 234 | $8.00K | 0.00% | −39−14.3% | Reduced |
| BDO Wealth Advisors, LLC | 225 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 247 | $9.00K | 0.00% | +247 | New |
| Central Trust Co | 308 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 304 | $11.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 318 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 341 | $12.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 326 | $12.0K | 0.00% | +326 | New |
| Hexagon Capital Partners LLC | 350 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 375 | $13.0K | 0.00% | +84+28.9% | Added |
| Allworth Financial LP | 361 | $13.0K | 0.00% | +355+5,916.7% | Added |
| Bell Investment Advisors, Inc | 362 | $13.0K | 0.00% | +362 | New |
| Zions Bancorporation, N.A. | 392 | $14.0K | 0.00% | +27+7.4% | Added |
| Washington Trust Co | 400 | $14.0K | 0.00% | +400 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 400 | $14.3K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 420 | $15.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 487 | $17.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 500 | $18.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 540 | $19.0K | 0.01% | +123+29.5% | Added |
| CX Institutional | 557 | $20.0K | 0.00% | +137+32.6% | Added |
| Evermay Wealth Management LLC | 560 | $20.0K | 0.00% | +560 | New |
| Parkside Financial Bank & Trust | 576 | $21.0K | 0.01% | +47+8.9% | Added |
| Eaton Vance Management | 8,161 | $24.0K | 0.00% | −2,186−21.1% | Reduced |
| Quadrant Capital Group LLC | 682 | $24.0K | 0.00% | +43+6.7% | Added |
| First Manhattan Co | 704 | $25.0K | 0.00% | −200−22.1% | Reduced |
| Edge Wealth Management LLC | 750 | $27.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 792 | $28.0K | 0.01% | +416+110.6% | Added |
| Johnson Financial Group, Inc. | 860 | $31.0K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 868 | $31.0K | 0.00% | +868 | New |
| Clearstead Advisors, LLC | 900 | $32.0K | 0.00% | +831+1,204.3% | Added |
| Huntington National Bank | 951 | $34.0K | 0.00% | +950+95,000.0% | Added |
| FNY Investment Advisers, LLC | 1,000 | $35.0K | 0.02% | −6,800−87.2% | Reduced |
| Global Retirement Partners, LLC | 970 | $35.0K | 0.00% | −138−12.5% | Reduced |
| Selective Wealth Management, Inc. | 1,000 | $36.0K | 0.02% | −500−33.3% | Reduced |
| Tobam | 1,131 | $40.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,110 | $40.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 961 | $40.0K | 0.03% | +322+50.4% | Added |
| TD Private Client Wealth LLC | 1,221 | $43.6K | 0.00% | +18+1.5% | Added |
| Capstone Investment Advisors, LLC | 1,232 | $44.0K | 0.00% | −114,300−98.9% | Reduced |
| NEXT Financial Group, Inc | 1,235 | $44.0K | 0.00% | −77−5.9% | Reduced |
| Cordasco Financial Network | 1,220 | $44.0K | 0.03% | +320+35.6% | Added |
| Optiver Holding B.V. | 1,359 | $49.0K | 0.00% | +1,359 | New |
| Ibex Wealth Advisors | 1,400 | $50.0K | 0.01% | +1,400 | New |
| Signaturefd, LLC | 1,440 | $51.0K | 0.00% | +84+6.2% | Added |
| First Mercantile Trust Co | 1,453 | $52.0K | 0.01% | −50−3.3% | Reduced |
| Lindbrook Capital, LLC | 1,510 | $54.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,587 | $56.0K | 0.01% | +724+83.9% | Added |
| First Horizon Advisors, Inc. | 1,704 | $58.0K | 0.00% | +5+0.3% | Added |
| FinTrust Capital Advisors, LLC | 1,610 | $58.0K | 0.02% | +1,419+742.9% | Added |
| American Portfolios Advisors | 1,654 | $59.1K | 0.00% | +281+20.5% | Added |
| Ellevest, Inc. | 1,716 | $61.0K | 0.01% | +793+85.9% | Added |
| Geneos Wealth Management Inc. | 1,748 | $66.0K | 0.00% | +3+0.2% | Added |
| Core Wealth Advisors, Inc. | 2,000 | $71.0K | 0.05% | +2,000 | New |
| Federated Hermes, Inc. | 2,062 | $74.0K | 0.00% | +2+0.1% | Added |
| Pflug Koory, LLC | 2,110 | $75.0K | 0.04% | −900−29.9% | Reduced |
| Perkins Coie Trust Co | 2,205 | $79.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,405 | $86.0K | 0.00% | +905+60.3% | Added |
| Newbridge Financial Services Group, Inc. | 2,400 | $86.0K | 0.05% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,500 | $89.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 2,770 | $99.0K | 0.06% | +2,770 | New |
| Sentry Investment Management LLC | 3,002 | $107.0K | 0.03% | −438−12.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,000 | $107.0K | 0.00% | 00.0% | Unchanged |