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 2023
Institutional positions in Mosaic Co as of Jun 30, 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
- 675
- −42 vs. Q1 2023
- Shares held
- 285.8M
- −12.2M (−4.1%) vs. Q1 2023
- Total value
- $10.0B
- −$3.62B (−26.5%) vs. Q1 2023
- New holders
- 83
- 226 more added
- Sold out
- 125
- 266 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Mosaic Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 58,666 | $61 | 0.01% | +58,666 | New |
| Crewe Advisors LLC | 4 | $140 | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 4 | $143 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $315 | 0.00% | −8−47.1% | Reduced |
| NewSquare Capital LLC | 10 | $350 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 10 | $350 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $350 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $455 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 15 | $543 | 0.00% | +15 | New |
| Fairfield, Bush & Co. | 21 | $724 | 0.00% | +21 | New |
| Baker Avenue Asset Management, LP | 22 | $770 | 0.00% | −4−15.4% | Reduced |
| Clearstead Advisors, LLC | 26 | $896 | 0.00% | −636−96.1% | Reduced |
| SkyView Investment Advisors, LLC | 41 | $1.00K | 0.00% | +21+105.0% | Added |
| Bollard Group LLC | 20 | $1.00K | 0.00% | +20 | New |
| Global Wealth Strategies & Associates | 29 | $1.01K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 33 | $1.15K | 0.00% | 00.0% | Unchanged |
| Motco | 33 | $1.16K | 0.00% | +33 | New |
| Sound Income Strategies, LLC | 35 | $1.23K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 37 | $1.29K | 0.00% | +37 | New |
| Trust Co of Vermont | 38 | $1.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $1.50K | 0.00% | −33−43.4% | Reduced |
| Sandy Spring Bank | 44 | $1.53K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 44 | $1.54K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 44 | $1.54K | 0.00% | +39+780.0% | Added |
| Key Financial Inc | 49 | $1.72K | 0.00% | +49 | New |
| Raffa Wealth Management, LLC | 50 | $1.75K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 53 | $1.85K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 54 | $1.89K | 0.00% | −7−11.5% | Reduced |
| Pinnacle Bancorp, Inc. | 54 | $1.89K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 46 | $1.92K | 0.00% | −44−48.9% | Reduced |
| HM Payson & Co | 55 | $1.93K | 0.00% | +55 | New |
| Headlands Technologies LLC | 55 | $1.93K | 0.00% | +55 | New |
| SJS Investment Consulting Inc. | 57 | $2.00K | 0.00% | +9+18.8% | Added |
| Lee Financial Co | 63 | $2.21K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 67 | $2.35K | 0.00% | +19+39.6% | Added |
| American National Bank | 70 | $2.45K | 0.00% | +70 | New |
| HighMark Wealth Management LLC | 79 | $2.78K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 98 | $3.00K | 0.00% | +98 | New |
| Norwood Financial Corp | 100 | $3.50K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 105 | $3.65K | 0.00% | +105 | New |
| Brown Brothers Harriman & Co | 105 | $3.67K | 0.00% | −83−44.1% | Reduced |
| Byrne Asset Management LLC | 100 | $4.00K | 0.00% | −400−80.0% | Reduced |
| Loomis Sayles & Co L P | 116 | $4.00K | 0.00% | −111−48.9% | Reduced |
| Smithfield Trust Co | 130 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 128 | $4.00K | 0.00% | +128 | New |
| Independence Bank of Kentucky | 115 | $4.03K | 0.00% | +115 | New |
| Carolinas Wealth Consulting LLC | 122 | $4.27K | 0.00% | +100+454.5% | Added |
| WealthPLAN Partners, LLC | 126 | $4.42K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 140 | $4.44K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 138 | $4.83K | 0.00% | −19−12.1% | Reduced |
| M&R Capital Management Inc | 140 | $4.90K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 140 | $4.90K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 150 | $5.00K | 0.00% | +150 | New |
| Evermay Wealth Management LLC | 150 | $5.25K | 0.00% | −150−50.0% | Reduced |
| Belmont Capital, LLC | 163 | $5.71K | 0.00% | +163 | New |
| Ulland Investment Advisors, LLC | 185 | $6.00K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 192 | $6.72K | 0.00% | +20+11.6% | Added |
| Nalls Sherbakoff Group, LLC | 237 | $7.58K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 225 | $7.88K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 230 | $8.05K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 230 | $8.05K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 235 | $8.22K | 0.00% | +196+502.6% | Added |
| Harbour Investments, Inc. | 240 | $8.40K | 0.00% | −103−30.0% | Reduced |
| Exchange Traded Concepts, LLC | 245 | $8.57K | 0.00% | +193+371.2% | Added |
| Farmers & Merchants Investments Inc | 247 | $8.64K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 251 | $8.78K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 253 | $8.84K | 0.00% | −3−1.2% | Reduced |
| Addison Advisors LLC | 255 | $8.93K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 255 | $8.93K | 0.00% | +128+100.8% | Added |
| Pin Oak Investment Advisors Inc | 304 | $11.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 325 | $11.4K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 325 | $11.4K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 339 | $11.9K | 0.00% | −63−15.7% | Reduced |
| ICA Group Wealth Management, LLC | 344 | $12.1K | 0.00% | −1,667−82.9% | Reduced |
| Massmutual Trust Co FSB | 349 | $12.2K | 0.00% | −2,039−85.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 364 | $12.7K | 0.01% | +3+0.8% | Added |
| Caldwell Trust Co | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 404 | $14.0K | 0.00% | +28+7.4% | Added |
| Zions Bancorporation, N.A. | 417 | $14.6K | 0.00% | −32−7.1% | Reduced |
| Clear Street Markets LLC | 434 | $15.0K | 0.01% | −235−35.1% | Reduced |
| Bank of New Hampshire | 430 | $15.1K | 0.00% | −160−27.1% | Reduced |
| City State Bank | 460 | $16.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 475 | $16.0K | 0.01% | +87+22.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 470 | $16.4K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 481 | $16.8K | 0.00% | −75−13.5% | Reduced |
| JNBA Financial Advisors | 500 | $17.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 507 | $17.8K | 0.00% | +29+6.1% | Added |
| JFS Wealth Advisors, LLC | 522 | $18.3K | 0.00% | +13+2.6% | Added |
| Private Trust Co NA | 549 | $19.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 564 | $19.7K | 0.00% | +64+12.8% | Added |
| V-Square Quantitative Management LLC | 565 | $19.8K | 0.01% | +565 | New |
| Parkside Financial Bank & Trust | 585 | $20.5K | 0.00% | −47−7.4% | Reduced |
| Capital Advisors, Ltd. LLC | 589 | $21.0K | 0.00% | +586+19,533.3% | Added |
| First Horizon Advisors, Inc. | 663 | $23.2K | 0.00% | −297−30.9% | Reduced |
| First Manhattan Co | 704 | $24.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 705 | $24.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 735 | $25.7K | 0.00% | −20−2.6% | Reduced |
| Western Pacific Wealth Management, LP | 740 | $25.9K | 0.02% | −541−42.2% | Reduced |
| Deseret Mutual Benefit Administrators | 740 | $25.9K | 0.01% | +30+4.2% | Added |