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; 668 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 | 668 | $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 |
|---|---|---|---|---|---|
| AXA S.A. | 6,003 | $275.4K | 0.00% | −16,896−73.8% | Reduced |
| Everence Capital Management Inc | 6,010 | $276.0K | 0.02% | +6,010 | New |
| Verdence Capital Advisors LLC | 6,035 | $276.9K | 0.03% | +191+3.3% | Added |
| D.A. Davidson & Co. | 6,155 | $282.4K | 0.00% | −6,656−52.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 6,182 | $283.6K | 0.02% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 6,200 | $284.5K | 0.00% | −10,700−63.3% | Reduced |
| Venture Visionary Partners LLC | 6,392 | $293.3K | 0.02% | +600+10.4% | Added |
| Keene & Associates, Inc. | 6,418 | $294.5K | 0.23% | +238+3.9% | Added |
| Tradition Wealth Management, LLC | 6,460 | $296.0K | 0.04% | +1,154+21.7% | Added |
| Umb Bank N A | 6,543 | $300.2K | 0.00% | −228−3.4% | Reduced |
| International Assets Investment Management, LLC | 6,558 | $300.9K | 0.04% | −5,655−46.3% | Reduced |
| Flputnam Investment Management Co | 6,591 | $302.4K | 0.01% | −2,093−24.1% | Reduced |
| Tocqueville Asset Management L.P. | 6,593 | $302.5K | 0.01% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 6,667 | $305.9K | 0.22% | −1,156−14.8% | Reduced |
| Seaport Global Advisors, LLC | 6,691 | $307.0K | 0.97% | +6,691 | New |
| South Dakota Investment Council | 6,727 | $309.0K | 0.01% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 6,834 | $313.5K | 0.32% | +6,834 | New |
| Yorktown Management & Research Co Inc | 6,900 | $316.6K | 0.34% | +6,900 | New |
| AlphaCentric Advisors LLC | 7,026 | $322.4K | 0.22% | −332−4.5% | Reduced |
| Hourglass Capital, LLC | 7,100 | $325.7K | 0.12% | +1,000+16.4% | Added |
| Csenge Advisory Group | 7,109 | $326.2K | 0.02% | −134−1.9% | Reduced |
| AdvisorShares Investments LLC | 7,157 | $328.4K | 0.10% | −79−1.1% | Reduced |
| Desjardins Global Asset Management Inc. | 7,206 | $331.0K | 0.04% | −1,628−18.4% | Reduced |
| Meridian Wealth Management, LLC | 7,239 | $332.1K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7,321 | $335.9K | 0.00% | +63+0.9% | Added |
| WD Rutherford LLC | 7,365 | $337.9K | 0.24% | −15,960−68.4% | Reduced |
| Credit Capital Investments LLC | 7,400 | $339.5K | 0.44% | 00.0% | Unchanged |
| SRB Corp | 7,433 | $341.0K | 0.02% | +7,433 | New |
| Alps Advisors Inc | 7,635 | $350.3K | 0.00% | +157+2.1% | Added |
| Geneos Wealth Management Inc. | 7,716 | $354.0K | 0.02% | −597−7.2% | Reduced |
| 360 Financial, Inc. | 7,800 | $357.9K | 0.19% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 7,803 | $358.0K | 0.22% | +7,803 | New |
| Boston Private Wealth LLC | 7,971 | $365.7K | 0.01% | −115−1.4% | Reduced |
| Balboa Wealth Partners | 7,995 | $366.8K | 0.14% | +2,291+40.2% | Added |
| U S Global Investors Inc | 8,000 | $367.0K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 8,000 | $367.0K | 0.03% | +500+6.7% | Added |
| Evergreen Capital Management LLC | 8,000 | $367.0K | 0.02% | +627+8.5% | Added |
| Qtron Investments LLC | 8,110 | $372.1K | 0.08% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 8,119 | $372.5K | 0.09% | +716+9.7% | Added |
| Vestcor Inc | 8,149 | $374.0K | 0.01% | −42−0.5% | Reduced |
| Van Hulzen Asset Management, LLC | 8,270 | $379.0K | 0.04% | +8,270 | New |
| CastleKnight Management LP | 8,300 | $380.8K | 0.10% | −26,900−76.4% | Reduced |
| Veriti Management LLC | 8,308 | $381.2K | 0.05% | +3,503+72.9% | Added |
| Beacon Investment Advisory Services, Inc. | 8,452 | $387.8K | 0.02% | −76−0.9% | Reduced |
| MAI Capital Management | 8,507 | $390.3K | 0.01% | −108−1.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,607 | $394.9K | 0.03% | +1,186+16.0% | Added |
| Banque Cantonale Vaudoise | 8,621 | $396.0K | 0.02% | −800−8.5% | Reduced |
| Forum Financial Management, LP | 8,635 | $396.2K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 8,743 | $401.1K | 0.01% | +157+1.8% | Added |
| Harvest Investment Services, LLC | 8,842 | $405.7K | 0.31% | +2,491+39.2% | Added |
| United Asset Strategies, Inc. | 8,906 | $408.6K | 0.05% | +686+8.3% | Added |
| Change Path, LLC | 8,914 | $409.0K | 0.02% | +1,201+15.6% | Added |
| Private Capital Management, LLC | 9,000 | $412.9K | 0.05% | +1,000+12.5% | Added |
| Clear Harbor Asset Management, LLC | 9,057 | $415.5K | 0.04% | +250+2.8% | Added |
| Profund Advisors LLC | 9,137 | $419.2K | 0.03% | −253−2.7% | Reduced |
| Nwam LLC | 9,144 | $419.6K | 0.04% | +9,144 | New |
| Stratos Wealth Partners, LTD. | 9,154 | $420.0K | 0.01% | +656+7.7% | Added |
| Equitable Holdings, Inc. | 9,177 | $421.0K | 0.01% | −3,499−27.6% | Reduced |
| Nomura Holdings Inc | 9,208 | $422.5K | 0.00% | +4,225+84.8% | Added |
| Moody National Bank Trust Division | 9,249 | $424.3K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 9,407 | $431.6K | 0.01% | +9,407 | New |
| Moors & Cabot, Inc. | 9,503 | $436.0K | 0.03% | +564+6.3% | Added |
| Kestra Advisory Services, LLC | 9,581 | $439.5K | 0.00% | −7,015−42.3% | Reduced |
| TRUE Private Wealth Advisors | 9,587 | $439.9K | 0.07% | +1,267+15.2% | Added |
| Apollon Wealth Management, LLC | 9,811 | $450.1K | 0.03% | −887−8.3% | Reduced |
| Keybank National Association | 9,886 | $453.6K | 0.00% | +3,543+55.9% | Added |
| Confluence Investment Management LLC | 9,929 | $455.5K | 0.01% | −1,028−9.4% | Reduced |
| Ashford Capital Management Inc | 10,000 | $458.8K | 0.07% | −10,000−50.0% | Reduced |
| Trellus Management Company, LLC | 10,000 | $458.8K | 0.74% | +5,000+100.0% | Added |
| Wetherby Asset Management Inc | 10,105 | $463.6K | 0.03% | +1,007+11.1% | Added |
| Fluent Financial, LLC | 10,148 | $465.6K | 0.32% | −67,858−87.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 10,263 | $470.9K | 0.02% | −34,277−77.0% | Reduced |
| DuPont Capital Management Corp | 10,290 | $472.1K | 0.02% | −5,300−34.0% | Reduced |
| Sage Capital Advisors,llc | 10,488 | $481.2K | 0.18% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 10,639 | $488.1K | 0.02% | −10,273−49.1% | Reduced |
| Comerica Securities,inc. | 10,676 | $489.8K | 0.04% | −10.0% | Reduced |
| LGT Fund Management Co Ltd. | 10,700 | $490.9K | 0.21% | −50,000−82.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 10,703 | $491.1K | 0.01% | +31+0.3% | Added |
| Virtu Financial LLC | 10,788 | $495.0K | 0.05% | +2,439+29.2% | Added |
| Northwestern Mutual Wealth Management Co | 10,839 | $497.3K | 0.00% | +644+6.3% | Added |
| Recurrent Investment Advisors LLC | 10,846 | $497.6K | 0.10% | 00.0% | Unchanged |
| Balentine LLC | 10,887 | $499.5K | 0.02% | −5,051−31.7% | Reduced |
| Cresset Asset Management, LLC | 10,920 | $501.1K | 0.01% | +487+4.7% | Added |
| Miracle Mile Advisors, LLC | 10,950 | $502.4K | 0.02% | 00.0% | Unchanged |
| Teza Capital Management LLC | 11,094 | $509.0K | 0.11% | −2,085−15.8% | Reduced |
| Investors Research Corp | 11,150 | $511.6K | 0.13% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11,212 | $514.4K | 0.06% | +139+1.3% | Added |
| Compass Wealth Management LLC | 11,300 | $518.4K | 0.16% | +11,300 | New |
| Banco Santander, S.A. | 11,338 | $520.2K | 0.01% | +11,338 | New |
| Federation des caisses Desjardins du Quebec | 11,523 | $528.7K | 0.01% | −3,172−21.6% | Reduced |
| Tower Research Capital LLC (TRC) | 11,572 | $531.0K | 0.02% | +4,534+64.4% | Added |
| Fifth Third Bancorp | 11,587 | $531.6K | 0.00% | −457−3.8% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 11,600 | $532.2K | 0.18% | +11,600 | New |
| Systematic Alpha Investments, LLC | 11,633 | $533.7K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,682 | $536.0K | 0.04% | −2,695−18.7% | Reduced |
| Viawealth, LLC | 11,771 | $539.9K | 0.43% | +445+3.9% | Added |
| HNP Capital LLC | 11,872 | $544.7K | 0.15% | +11,872 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 12,115 | $556.0K | 0.05% | −258−2.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 12,395 | $568.7K | 0.07% | 00.0% | Unchanged |
| Greenleaf Trust | 12,623 | $579.1K | 0.01% | +429+3.5% | Added |