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, Q1 2023
Institutional positions in Mosaic Co as of Mar 31, 2023. 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
- 721
- −30 vs. Q4 2022
- Shares held
- 298.1M
- +2.64M (+0.9%) vs. Q4 2022
- Total value
- $13.7B
- +$696.7M (+5.4%) vs. Q4 2022
- New holders
- 71
- 264 more added
- Sold out
- 101
- 282 more reduced
16 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Mosaic Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 4 | $0 | 0.00% | −14−77.8% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | −586−99.5% | Reduced |
| SOA Wealth Advisors, LLC. | 4 | $186 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $229 | 0.00% | +1+25.0% | Added |
| Prestige Wealth Management Group LLC | 8 | $368 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $459 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $459 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 10 | $459 | 0.00% | +4+66.7% | Added |
| USA Financial Portformulas Corp | 13 | $596 | 0.00% | +13 | New |
| Trifecta Capital Advisors, LLC | 13 | $597 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 15 | $689 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $780 | 0.00% | +17 | New |
| Asset Dedication, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Carolinas Wealth Consulting LLC | 22 | $1.01K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 26 | $1.19K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 29 | $1.33K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 33 | $1.50K | 0.00% | +1+3.1% | Added |
| Sound Income Strategies, LLC | 35 | $1.61K | 0.00% | −5−12.5% | Reduced |
| Eagle Bay Advisors LLC | 36 | $1.65K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 38 | $1.74K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 39 | $1.79K | 0.00% | −6,382−99.4% | Reduced |
| Retirement Group, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 44 | $2.00K | 0.00% | +1+2.3% | Added |
| Proequities, Inc. | 44 | $2.02K | 0.00% | −669−93.8% | Reduced |
| Caas Capital Management LP | 48 | $2.20K | 0.00% | +48 | New |
| SJS Investment Consulting Inc. | 48 | $2.20K | 0.00% | −58−54.7% | Reduced |
| SRS Capital Advisors, Inc. | 48 | $2.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $2.29K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 52 | $2.39K | 0.00% | −63,681−99.9% | Reduced |
| Colonial Trust Advisors | 53 | $2.43K | 0.00% | +25+89.3% | Added |
| Colonial Trust Co | 54 | $2.44K | 0.00% | +54 | New |
| Pinnacle Bancorp, Inc. | 54 | $2.48K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 61 | $2.80K | 0.00% | +23+60.5% | Added |
| Lee Financial Co | 63 | $2.89K | 0.00% | −3−4.5% | Reduced |
| Abound Wealth Management | 76 | $3.49K | 0.00% | +33+76.7% | Added |
| HighMark Wealth Management LLC | 79 | $3.63K | 0.00% | +1+1.3% | Added |
| Old North State Trust, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 88 | $4.04K | 0.00% | +88 | New |
| GHP Investment Advisors, Inc. | 90 | $4.13K | 0.00% | −23−20.4% | Reduced |
| Armstrong Advisory Group, Inc | 95 | $4.36K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 100 | $4.59K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 126 | $5.76K | 0.00% | +126 | New |
| Creative Financial Designs Inc | 127 | $5.83K | 0.00% | +127 | New |
| Bartlett & Co. LLC | 131 | $6.00K | 0.00% | −25−16.0% | Reduced |
| Smithfield Trust Co | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 131 | $6.01K | 0.00% | −25−16.0% | Reduced |
| Carolina Wealth Advisors, LLC | 136 | $6.24K | 0.00% | −12,122−98.9% | Reduced |
| M&R Capital Management Inc | 140 | $6.42K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 140 | $6.42K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 140 | $6.42K | 0.00% | +140 | New |
| Washington Trust Co | 144 | $6.61K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 148 | $6.79K | 0.01% | +12+8.8% | Added |
| TFC Financial Management | 150 | $6.88K | 0.00% | +150 | New |
| Steward Financial Group LLC | 169 | $7.00K | 0.00% | +96+131.5% | Added |
| Sutton Wealth Advisors Inc. | 157 | $7.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 172 | $7.89K | 0.00% | −28−14.0% | Reduced |
| Ulland Investment Advisors, LLC | 185 | $8.00K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 188 | $8.63K | 0.00% | +84+80.8% | Added |
| Loomis Sayles & Co L P | 227 | $10.0K | 0.00% | −3,059−93.1% | Reduced |
| BDO Wealth Advisors, LLC | 225 | $10.3K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 230 | $10.6K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 230 | $10.6K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 237 | $10.7K | 0.01% | +237 | New |
| Farmers & Merchants Investments Inc | 247 | $11.3K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 251 | $11.5K | 0.00% | +251 | New |
| Addison Advisors LLC | 255 | $11.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 256 | $11.8K | 0.00% | +1+0.4% | Added |
| Evermay Wealth Management LLC | 300 | $13.8K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 304 | $14.0K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 310 | $14.2K | 0.01% | +310 | New |
| First Command Bank | 325 | $14.9K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 325 | $14.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 343 | $15.7K | 0.00% | −287−45.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 361 | $16.6K | 0.02% | +174+93.0% | Added |
| Financial Management Professionals, Inc. | 376 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 388 | $18.0K | 0.02% | +59+17.9% | Added |
| TCI Wealth Advisors, Inc. | 395 | $18.1K | 0.00% | +119+43.1% | Added |
| Hoey Investments, Inc | 400 | $18.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 400 | $18.4K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 402 | $18.4K | 0.00% | −1,202−74.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 409 | $18.8K | 0.00% | +400+4,444.4% | Added |
| Zions Bancorporation, N.A. | 449 | $20.6K | 0.00% | −106−19.1% | Reduced |
| City State Bank | 460 | $21.0K | 0.01% | −9,287−95.3% | Reduced |
| BerganKDV Wealth Management, LLC | 469 | $21.5K | 0.00% | +3+0.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 470 | $21.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 478 | $21.9K | 0.00% | +13+2.8% | Added |
| Farther Finance Advisors, LLC | 500 | $22.9K | 0.01% | −84−14.4% | Reduced |
| JNBA Financial Advisors | 500 | $22.9K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 500 | $23.0K | 0.02% | −668−57.2% | Reduced |
| JFS Wealth Advisors, LLC | 509 | $23.4K | 0.00% | −28−5.2% | Reduced |
| Private Trust Co NA | 549 | $25.2K | 0.00% | +23+4.4% | Added |
| Glassman Wealth Services | 556 | $25.5K | 0.00% | −11−1.9% | Reduced |
| JJJ Advisors Inc. | 568 | $26.7K | 0.01% | −153−21.2% | Reduced |
| Bank of New Hampshire | 590 | $27.1K | 0.01% | −150−20.3% | Reduced |
| Parkside Financial Bank & Trust | 632 | $29.0K | 0.01% | −132−17.3% | Reduced |
| Clearstead Advisors, LLC | 662 | $30.4K | 0.00% | −263−28.4% | Reduced |
| Clear Street Markets LLC | 669 | $31.0K | 0.01% | +324+93.9% | Added |
| Cutler Group LP | 719 | $32.0K | 0.01% | −1,845−72.0% | Reduced |
| First Manhattan Co | 704 | $32.3K | 0.00% | 00.0% | Unchanged |