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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 1,223 | $56.1K | 0.00% | +1,223 | New |
| Union Investments & Development Ltd. | 1,200 | $55.1K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,124 | $51.6K | 0.01% | +255+29.3% | Added |
| Huntington National Bank | 1,108 | $50.9K | 0.00% | +601+118.5% | Added |
| TD Private Client Wealth LLC | 1,080 | $49.5K | 0.00% | −55−4.8% | Reduced |
| Accel Wealth Management | 1,041 | $47.8K | 0.02% | −195−15.8% | Reduced |
| Paloma Partners Management Co | 1,036 | $47.5K | 0.01% | +832+407.8% | Added |
| Grove Bank & Trust | 1,035 | $47.5K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,006 | $46.2K | 0.03% | −3,447−77.4% | Reduced |
| Trivant Custom Portfolio Group, LLC | 1,000 | $45.9K | 0.03% | +1,000 | New |
| Global Retirement Partners, LLC | 1,056 | $45.3K | 0.00% | −173−14.1% | Reduced |
| Glen Eagle Advisors, LLC | 978 | $44.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 942 | $44.7K | 0.00% | −10,332−91.6% | Reduced |
| First Horizon Advisors, Inc. | 960 | $44.0K | 0.00% | +215+28.9% | Added |
| MV Capital Management, Inc. | 951 | $43.6K | 0.01% | +749+370.8% | Added |
| Whittier Trust Co of Nevada Inc | 755 | $34.6K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 750 | $34.0K | 0.00% | +750 | New |
| DT Investment Partners, LLC | 759 | $33.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 710 | $32.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 705 | $32.3K | 0.01% | +235+50.0% | Added |
| First Manhattan Co | 704 | $32.3K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 719 | $32.0K | 0.01% | −1,845−72.0% | Reduced |
| Clear Street Markets LLC | 669 | $31.0K | 0.01% | +324+93.9% | Added |
| Clearstead Advisors, LLC | 662 | $30.4K | 0.00% | −263−28.4% | Reduced |
| Parkside Financial Bank & Trust | 632 | $29.0K | 0.01% | −132−17.3% | Reduced |
| Bank of New Hampshire | 590 | $27.1K | 0.01% | −150−20.3% | Reduced |
| JJJ Advisors Inc. | 568 | $26.7K | 0.01% | −153−21.2% | Reduced |
| Glassman Wealth Services | 556 | $25.5K | 0.00% | −11−1.9% | Reduced |
| Private Trust Co NA | 549 | $25.2K | 0.00% | +23+4.4% | Added |
| JFS Wealth Advisors, LLC | 509 | $23.4K | 0.00% | −28−5.2% | Reduced |
| Byrne Asset Management LLC | 500 | $23.0K | 0.02% | −668−57.2% | Reduced |
| Farther Finance Advisors, LLC | 500 | $22.9K | 0.01% | −84−14.4% | Reduced |
| JNBA Financial Advisors | 500 | $22.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 478 | $21.9K | 0.00% | +13+2.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 470 | $21.6K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 469 | $21.5K | 0.00% | +3+0.6% | Added |
| City State Bank | 460 | $21.0K | 0.01% | −9,287−95.3% | Reduced |
| Zions Bancorporation, N.A. | 449 | $20.6K | 0.00% | −106−19.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 409 | $18.8K | 0.00% | +400+4,444.4% | Added |
| Atlas Capital Advisors LLC | 402 | $18.4K | 0.00% | −1,202−74.9% | Reduced |
| Hoey Investments, Inc | 400 | $18.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 400 | $18.4K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 395 | $18.1K | 0.00% | +119+43.1% | Added |
| Covestor Ltd | 388 | $18.0K | 0.02% | +59+17.9% | Added |
| Financial Management Professionals, Inc. | 376 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 361 | $16.6K | 0.02% | +174+93.0% | Added |
| Harbour Investments, Inc. | 343 | $15.7K | 0.00% | −287−45.6% | Reduced |
| First Command Bank | 325 | $14.9K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 325 | $14.9K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 310 | $14.2K | 0.01% | +310 | New |
| Pin Oak Investment Advisors Inc | 304 | $14.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 300 | $13.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 256 | $11.8K | 0.00% | +1+0.4% | Added |
| Addison Advisors LLC | 255 | $11.7K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 251 | $11.5K | 0.00% | +251 | New |
| Farmers & Merchants Investments Inc | 247 | $11.3K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 237 | $10.7K | 0.01% | +237 | New |
| 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 |
| BDO Wealth Advisors, LLC | 225 | $10.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 227 | $10.0K | 0.00% | −3,059−93.1% | Reduced |
| Brown Brothers Harriman & Co | 188 | $8.63K | 0.00% | +84+80.8% | Added |
| Ulland Investment Advisors, LLC | 185 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 172 | $7.89K | 0.00% | −28−14.0% | Reduced |
| Sutton Wealth Advisors Inc. | 157 | $7.20K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 169 | $7.00K | 0.00% | +96+131.5% | Added |
| TFC Financial Management | 150 | $6.88K | 0.00% | +150 | New |
| Schubert & Co | 148 | $6.79K | 0.01% | +12+8.8% | Added |
| Washington Trust Co | 144 | $6.61K | 0.00% | 00.0% | Unchanged |
| 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 |
| Carolina Wealth Advisors, LLC | 136 | $6.24K | 0.00% | −12,122−98.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 131 | $6.01K | 0.00% | −25−16.0% | Reduced |
| Bartlett & Co. LLC | 131 | $6.00K | 0.00% | −25−16.0% | Reduced |
| Smithfield Trust Co | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 127 | $5.83K | 0.00% | +127 | New |
| WealthPLAN Partners, LLC | 126 | $5.76K | 0.00% | +126 | New |
| Norwood Financial Corp | 100 | $4.59K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 95 | $4.36K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 90 | $4.13K | 0.00% | −23−20.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 88 | $4.04K | 0.00% | +88 | New |
| Old North State Trust, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 79 | $3.63K | 0.00% | +1+1.3% | Added |
| Abound Wealth Management | 76 | $3.49K | 0.00% | +33+76.7% | Added |
| Lee Financial Co | 63 | $2.89K | 0.00% | −3−4.5% | Reduced |
| Disciplined Investments, LLC | 61 | $2.80K | 0.00% | +23+60.5% | Added |
| Pinnacle Bancorp, Inc. | 54 | $2.48K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 54 | $2.44K | 0.00% | +54 | New |
| Colonial Trust Advisors | 53 | $2.43K | 0.00% | +25+89.3% | Added |
| Exchange Traded Concepts, LLC | 52 | $2.39K | 0.00% | −63,681−99.9% | Reduced |
| Raffa Wealth Management, LLC | 50 | $2.29K | 0.00% | 00.0% | Unchanged |
| 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 |
| Caas Capital Management LP | 48 | $2.20K | 0.00% | +48 | New |
| Proequities, Inc. | 44 | $2.02K | 0.00% | −669−93.8% | Reduced |
| Sandy Spring Bank | 44 | $2.00K | 0.00% | +1+2.3% | Added |
| Retirement Group, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 39 | $1.79K | 0.00% | −6,382−99.4% | Reduced |
| Trust Co of Vermont | 38 | $1.74K | 0.00% | 00.0% | Unchanged |