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, 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 | 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, 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 |
|---|---|---|---|---|---|
| ICA Group Wealth Management, LLC | 344 | $12.1K | 0.00% | −1,667−82.9% | Reduced |
| Atlas Capital Advisors LLC | 339 | $11.9K | 0.00% | −63−15.7% | Reduced |
| First Command Bank | 325 | $11.4K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 325 | $11.4K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 304 | $11.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 255 | $8.93K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 255 | $8.93K | 0.00% | +128+100.8% | Added |
| Hollencrest Capital Management | 253 | $8.84K | 0.00% | −3−1.2% | Reduced |
| Avalon Trust Co | 251 | $8.78K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $8.64K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 245 | $8.57K | 0.00% | +193+371.2% | Added |
| Harbour Investments, Inc. | 240 | $8.40K | 0.00% | −103−30.0% | Reduced |
| Meeder Asset Management Inc | 235 | $8.22K | 0.00% | +196+502.6% | Added |
| 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 |
| BDO Wealth Advisors, LLC | 225 | $7.88K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 237 | $7.58K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 192 | $6.72K | 0.00% | +20+11.6% | Added |
| Ulland Investment Advisors, LLC | 185 | $6.00K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 163 | $5.71K | 0.00% | +163 | New |
| Evermay Wealth Management LLC | 150 | $5.25K | 0.00% | −150−50.0% | Reduced |
| ORG Partners LLC | 150 | $5.00K | 0.00% | +150 | New |
| 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 |
| Sutton Wealth Advisors Inc. | 138 | $4.83K | 0.00% | −19−12.1% | Reduced |
| Strategic Investment Solutions, Inc. | 140 | $4.44K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 126 | $4.42K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 122 | $4.27K | 0.00% | +100+454.5% | Added |
| Independence Bank of Kentucky | 115 | $4.03K | 0.00% | +115 | New |
| 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 |
| Brown Brothers Harriman & Co | 105 | $3.67K | 0.00% | −83−44.1% | Reduced |
| Coppell Advisory Solutions LLC | 105 | $3.65K | 0.00% | +105 | New |
| Norwood Financial Corp | 100 | $3.50K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 98 | $3.00K | 0.00% | +98 | New |
| HighMark Wealth Management LLC | 79 | $2.78K | 0.00% | 00.0% | Unchanged |
| American National Bank | 70 | $2.45K | 0.00% | +70 | New |
| SRS Capital Advisors, Inc. | 67 | $2.35K | 0.00% | +19+39.6% | Added |
| Lee Financial Co | 63 | $2.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 57 | $2.00K | 0.00% | +9+18.8% | Added |
| HM Payson & Co | 55 | $1.93K | 0.00% | +55 | New |
| Headlands Technologies LLC | 55 | $1.93K | 0.00% | +55 | New |
| GHP Investment Advisors, Inc. | 46 | $1.92K | 0.00% | −44−48.9% | Reduced |
| Disciplined Investments, LLC | 54 | $1.89K | 0.00% | −7−11.5% | Reduced |
| Pinnacle Bancorp, Inc. | 54 | $1.89K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 53 | $1.85K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $1.75K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 49 | $1.72K | 0.00% | +49 | New |
| Proequities, Inc. | 44 | $1.54K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 44 | $1.54K | 0.00% | +39+780.0% | Added |
| Sandy Spring Bank | 44 | $1.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $1.50K | 0.00% | −33−43.4% | Reduced |
| Trust Co of Vermont | 38 | $1.33K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 37 | $1.29K | 0.00% | +37 | New |
| Sound Income Strategies, LLC | 35 | $1.23K | 0.00% | 00.0% | Unchanged |
| Motco | 33 | $1.16K | 0.00% | +33 | New |
| PSI Advisors, LLC | 33 | $1.15K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 29 | $1.01K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 41 | $1.00K | 0.00% | +21+105.0% | Added |
| Bollard Group LLC | 20 | $1.00K | 0.00% | +20 | New |
| Clearstead Advisors, LLC | 26 | $896 | 0.00% | −636−96.1% | Reduced |
| Baker Avenue Asset Management, LP | 22 | $770 | 0.00% | −4−15.4% | Reduced |
| Fairfield, Bush & Co. | 21 | $724 | 0.00% | +21 | New |
| 25 LLC | 15 | $543 | 0.00% | +15 | New |
| USA Financial Portformulas Corp | 13 | $455 | 0.00% | 00.0% | Unchanged |
| 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 |
| Hexagon Capital Partners LLC | 9 | $315 | 0.00% | −8−47.1% | Reduced |
| SOA Wealth Advisors, LLC. | 4 | $143 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $140 | 0.00% | +4 | New |
| Comerica Bank | 58,666 | $61 | 0.01% | +58,666 | New |
| Asset Dedication, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Soroban Capital Partners LP | 0 | $0 | 0.00% | −2,386,414−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −1,578,354−100.0% | Sold out |
| Gemsstock Limited | 0 | $0 | 0.00% | −305,650−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −202,994−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −195,400−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −106,474−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −93,423−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −85,500−100.0% | Sold out |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −75,646−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −68,403−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −64,677−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −62,148−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −61,167−100.0% | Sold out |
| Polus Capital Management Ltd | 0 | $0 | 0.00% | −59,250−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −58,957−100.0% | Sold out |
| Settian Capital LP | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −56,622−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −52,525−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −51,272−100.0% | Sold out |
| Deane Retirement Strategies, Inc. | 0 | $0 | 0.00% | −50,998−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −45,369−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −42,161−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −39,790−100.0% | Sold out |
| Fagan Associates, Inc. | 0 | $0 | 0.00% | −34,107−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −34,075−100.0% | Sold out |