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, Q3 2023
Institutional positions in Mosaic Co as of Sep 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
- 662
- −8 vs. Q2 2023
- Shares held
- 274.2M
- −11.3M (−4.0%) vs. Q2 2023
- Total value
- $9.77B
- −$253.6M (−2.5%) vs. Q2 2023
- New holders
- 69
- 226 more added
- Sold out
- 77
- 259 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Mosaic Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 1 | $36 | 0.00% | −8−88.9% | Reduced |
| SOA Wealth Advisors, LLC. | 4 | $146 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 10 | $350 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $356 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $356 | 0.00% | +10 | New |
| Spartan Planning & Wealth Management | 12 | $427 | 0.00% | +12 | New |
| USA Financial Portformulas Corp | 13 | $463 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 19 | $675 | 0.00% | +19 | New |
| Carolinas Wealth Consulting LLC | 22 | $715 | 0.00% | −100−82.0% | Reduced |
| Proequities, Inc. | 22 | $783 | 0.00% | −22−50.0% | Reduced |
| Semmax Financial Advisors Inc. | 24 | $828 | 0.00% | +24 | New |
| Clearstead Advisors, LLC | 26 | $916 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +15 | New |
| Global Wealth Strategies & Associates | 29 | $1.03K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $1.07K | 0.00% | −7−18.9% | Reduced |
| PSI Advisors, LLC | 33 | $1.17K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 35 | $1.25K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 37 | $1.32K | 0.00% | +37 | New |
| Trust Co of Vermont | 38 | $1.35K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 38 | $1.35K | 0.00% | +38 | New |
| Abound Wealth Management | 43 | $1.53K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 44 | $1.57K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 44 | $1.57K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 49 | $1.74K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $1.78K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 53 | $1.89K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 54 | $1.92K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 84 | $2.00K | 0.00% | +70+500.0% | Added |
| Lee Financial Co | 63 | $2.24K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 68 | $2.42K | 0.00% | +11+19.3% | Added |
| Cary Street Partner Investment Advisory LLC | 69 | $2.46K | 0.00% | −1,260−94.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 72 | $2.56K | 0.00% | −663−90.2% | Reduced |
| HM Payson & Co | 75 | $2.67K | 0.00% | +20+36.4% | Added |
| HighMark Wealth Management LLC | 80 | $2.84K | 0.00% | +1+1.3% | Added |
| MCF Advisors LLC | 82 | $2.92K | 0.00% | +82 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 88 | $3.13K | 0.00% | +88 | New |
| Norwood Financial Corp | 100 | $3.56K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 100 | $3.56K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 105 | $3.74K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 110 | $3.92K | 0.00% | +110 | New |
| Smithfield Trust Co | 130 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 128 | $4.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 115 | $4.09K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 134 | $4.77K | 0.00% | −4−2.9% | Reduced |
| M&R Capital Management Inc | 140 | $4.98K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 132 | $5.00K | 0.00% | +34+34.7% | Added |
| Highlander Capital Management, LLC | 132 | $5.00K | 0.00% | +132 | New |
| Baker Avenue Asset Management, LP | 144 | $5.14K | 0.00% | +122+554.5% | Added |
| Evermay Wealth Management LLC | 150 | $5.34K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 163 | $5.80K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 168 | $5.99K | 0.00% | +101+150.7% | Added |
| Steward Financial Group LLC | 175 | $6.00K | 0.00% | +175 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 194 | $6.91K | 0.00% | +194 | New |
| Ulland Investment Advisors, LLC | 185 | $7.00K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 211 | $7.51K | 0.00% | +211 | New |
| GHP Investment Advisors, Inc. | 214 | $7.78K | 0.00% | +168+365.2% | Added |
| ORG Partners LLC | 220 | $7.83K | 0.00% | +70+46.7% | Added |
| Loomis Sayles & Co L P | 233 | $8.00K | 0.00% | +117+100.9% | Added |
| Richard W. Paul & Associates, LLC | 230 | $8.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 236 | $8.40K | 0.00% | +44+22.9% | Added |
| Nalls Sherbakoff Group, LLC | 237 | $8.44K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 200 | $8.77K | 0.00% | +95+90.5% | Added |
| Farmers & Merchants Investments Inc | 247 | $8.79K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 251 | $8.93K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 254 | $9.04K | 0.00% | +1+0.4% | Added |
| Creative Financial Designs Inc | 255 | $9.08K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 255 | $9.08K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 259 | $9.21K | 0.01% | +259 | New |
| Millburn Ridgefield Corp | 277 | $9.87K | 0.00% | +277 | New |
| Pin Oak Investment Advisors Inc | 304 | $11.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 325 | $11.6K | 0.00% | +325 | New |
| Atlas Capital Advisors LLC | 339 | $12.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 367 | $13.1K | 0.01% | +367 | New |
| Fuller & Thaler Asset Management, Inc. | 375 | $13.3K | 0.00% | +145+63.0% | Added |
| Harbour Investments, Inc. | 378 | $13.5K | 0.00% | +138+57.5% | Added |
| Zions Bancorporation, N.A. | 391 | $13.9K | 0.00% | −26−6.2% | Reduced |
| Caldwell Trust Co | 400 | $14.2K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 412 | $14.7K | 0.01% | +412 | New |
| City State Bank | 460 | $16.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 470 | $16.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 465 | $17.0K | 0.00% | +61+15.1% | Added |
| Glassman Wealth Services | 488 | $17.4K | 0.00% | +7+1.5% | Added |
| JNBA Financial Advisors | 500 | $17.8K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 519 | $18.5K | 0.00% | −7,981−93.9% | Reduced |
| Allworth Financial LP | 541 | $19.3K | 0.00% | +34+6.7% | Added |
| JFS Wealth Advisors, LLC | 563 | $20.0K | 0.00% | +41+7.9% | Added |
| Glen Eagle Advisors, LLC | 582 | $20.7K | 0.00% | −425−42.2% | Reduced |
| Capital Advisors, Ltd. LLC | 594 | $21.0K | 0.00% | +5+0.8% | Added |
| Covestor Ltd | 585 | $21.0K | 0.02% | +110+23.2% | Added |
| Private Trust Co NA | 627 | $22.3K | 0.00% | +78+14.2% | Added |
| Deseret Mutual Benefit Administrators | 702 | $25.0K | 0.01% | −38−5.1% | Reduced |
| First Manhattan Co | 704 | $25.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 721 | $25.7K | 0.00% | +58+8.7% | Added |
| Western Pacific Wealth Management, LP | 740 | $26.3K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 744 | $26.5K | 0.00% | +180+31.9% | Added |
| Foster Dykema Cabot & Co Inc | 750 | $27.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 759 | $27.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 760 | $27.1K | 0.00% | −248−24.6% | Reduced |