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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 6,173 | $219.8K | 0.02% | −1,624−20.8% | Reduced |
| Rathbone Brothers plc | 6,135 | $218.4K | 0.00% | +6,135 | New |
| Centerpoint Advisors, LLC | 6,075 | $216.0K | 0.09% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 6,056 | $215.6K | 0.00% | +6,056 | New |
| Mutual Advisors, LLC | 5,985 | $213.1K | 0.01% | +185+3.2% | Added |
| V-Square Quantitative Management LLC | 5,977 | $212.8K | 0.09% | +5,412+957.9% | Added |
| HB Wealth Management, LLC | 5,942 | $211.5K | 0.00% | +5,942 | New |
| Alpha Financial Partners, LLC | 5,883 | $209.4K | 0.24% | −100−1.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,856 | $208.5K | 0.00% | −5,506−48.5% | Reduced |
| Umb Bank N A | 5,776 | $205.6K | 0.00% | −615−9.6% | Reduced |
| Paragon Capital Management Ltd | 5,684 | $202.4K | 0.05% | −245−4.1% | Reduced |
| Quantamental Technologies LLC | 5,681 | $202.2K | 0.19% | −9,703−63.1% | Reduced |
| Archer Investment Corp | 5,650 | $201.1K | 0.07% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 5,642 | $200.9K | 0.03% | +5,642 | New |
| Central Trust Co | 5,457 | $194.3K | 0.01% | 00.0% | Unchanged |
| Wahed Invest LLC | 5,200 | $185.1K | 0.06% | +449+9.5% | Added |
| Chelsea Counsel Co | 4,940 | $175.9K | 0.09% | −380−7.1% | Reduced |
| Horizon Investments, LLC | 4,917 | $175.0K | 0.01% | +140+2.9% | Added |
| South Dakota Investment Council | 4,825 | $172.0K | 0.00% | −1,602−24.9% | Reduced |
| Ostrum Asset Management | 4,784 | $170.3K | 0.02% | −33−0.7% | Reduced |
| Jupiter Wealth Management LLC | 5,000 | $168.2K | 0.11% | −6,000−54.5% | Reduced |
| Strengthening Families & Communities, LLC | 4,716 | $168.0K | 0.07% | −10,038−68.0% | Reduced |
| Penserra Capital Management LLC | 4,480 | $158.0K | 0.00% | +2,343+109.6% | Added |
| AlphaCentric Advisors LLC | 4,255 | $151.5K | 0.09% | −570−11.8% | Reduced |
| Gladius Capital Management LP | 4,118 | $146.7K | 0.04% | −3,637−46.9% | Reduced |
| Parallel Advisors, LLC | 4,120 | $146.7K | 0.00% | +333+8.8% | Added |
| North Star Investment Management Corp. | 4,055 | $144.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,835 | $136.5K | 0.01% | −414−9.7% | Reduced |
| Point72 Asset Management, L.P. | 3,114 | $110.9K | 0.00% | +3,114 | New |
| Signaturefd, LLC | 3,073 | $109.4K | 0.00% | +51+1.7% | Added |
| Spire Wealth Management | 2,948 | $104.9K | 0.00% | −146−4.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,000 | $101.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,600 | $92.6K | 0.03% | −1,200−31.6% | Reduced |
| UniSuper Management Pty Ltd | 2,500 | $89.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 2,383 | $84.8K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,255 | $80.3K | 0.01% | +115+5.4% | Added |
| Jefferies Financial Group Inc. | 2,050 | $73.0K | 0.00% | −1,122−35.4% | Reduced |
| Massmutual Trust Co FSB | 2,002 | $71.3K | 0.00% | +1,653+473.6% | Added |
| Quadrant Capital Group LLC | 1,974 | $70.3K | 0.01% | −245−11.0% | Reduced |
| Sentry Investment Management LLC | 1,928 | $69.0K | 0.03% | −343−15.1% | Reduced |
| Lindbrook Capital, LLC | 1,937 | $69.0K | 0.01% | −39−2.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,900 | $67.6K | 0.03% | −1,000−34.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,880 | $66.9K | 0.01% | −299−13.7% | Reduced |
| NBC Securities, Inc. | 1,615 | $57.0K | 0.01% | +1,615 | New |
| Quent Capital, LLC | 1,593 | $56.7K | 0.01% | +888+126.0% | Added |
| Exchange Traded Concepts, LLC | 1,534 | $54.6K | 0.00% | +1,289+526.1% | Added |
| Altshuler Shaham Ltd | 1,510 | $53.8K | 0.00% | −967−39.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,500 | $53.4K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,485 | $52.9K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,440 | $51.2K | 0.00% | +211+17.2% | Added |
| Union Investments & Development Ltd. | 1,200 | $42.7K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,137 | $40.5K | 0.01% | +17+1.5% | Added |
| Huntington National Bank | 1,118 | $39.8K | 0.00% | +39+3.6% | Added |
| Cutler Group LP | 1,102 | $39.0K | 0.01% | +29+2.7% | Added |
| Stonebridge Capital Advisors LLC | 1,035 | $36.8K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,000 | $36.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,008 | $35.9K | 0.00% | −41−3.9% | Reduced |
| MV Capital Management, Inc. | 987 | $35.1K | 0.00% | +16+1.6% | Added |
| Ronald Blue Trust, Inc. | 1,015 | $35.0K | 0.00% | +94+10.2% | Added |
| Global Retirement Partners, LLC | 892 | $30.0K | 0.00% | −55−5.8% | Reduced |
| Acadian Asset Management LLC | 795 | $28.0K | 0.00% | −8,671−91.6% | Reduced |
| Parkside Financial Bank & Trust | 783 | $27.9K | 0.01% | +198+33.8% | Added |
| IFP Advisors, Inc | 760 | $27.1K | 0.00% | −248−24.6% | Reduced |
| DT Investment Partners, LLC | 759 | $27.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 750 | $27.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 744 | $26.5K | 0.00% | +180+31.9% | Added |
| Western Pacific Wealth Management, LP | 740 | $26.3K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 721 | $25.7K | 0.00% | +58+8.7% | Added |
| First Manhattan Co | 704 | $25.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 702 | $25.0K | 0.01% | −38−5.1% | Reduced |
| Private Trust Co NA | 627 | $22.3K | 0.00% | +78+14.2% | Added |
| Capital Advisors, Ltd. LLC | 594 | $21.0K | 0.00% | +5+0.8% | Added |
| Covestor Ltd | 585 | $21.0K | 0.02% | +110+23.2% | Added |
| Glen Eagle Advisors, LLC | 582 | $20.7K | 0.00% | −425−42.2% | Reduced |
| JFS Wealth Advisors, LLC | 563 | $20.0K | 0.00% | +41+7.9% | Added |
| Allworth Financial LP | 541 | $19.3K | 0.00% | +34+6.7% | Added |
| Desjardins Global Asset Management Inc. | 519 | $18.5K | 0.00% | −7,981−93.9% | Reduced |
| JNBA Financial Advisors | 500 | $17.8K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 488 | $17.4K | 0.00% | +7+1.5% | Added |
| Financial Management Professionals, Inc. | 465 | $17.0K | 0.00% | +61+15.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 470 | $16.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 460 | $16.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 412 | $14.7K | 0.01% | +412 | New |
| Caldwell Trust Co | 400 | $14.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 391 | $13.9K | 0.00% | −26−6.2% | Reduced |
| Harbour Investments, Inc. | 378 | $13.5K | 0.00% | +138+57.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 375 | $13.3K | 0.00% | +145+63.0% | Added |
| Quarry LP | 367 | $13.1K | 0.01% | +367 | New |
| Atlas Capital Advisors LLC | 339 | $12.1K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 325 | $11.6K | 0.00% | +325 | New |
| Pin Oak Investment Advisors Inc | 304 | $11.0K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 277 | $9.87K | 0.00% | +277 | New |
| Hibernia Wealth Partners, LLC | 259 | $9.21K | 0.01% | +259 | New |
| Creative Financial Designs Inc | 255 | $9.08K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 255 | $9.08K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 254 | $9.04K | 0.00% | +1+0.4% | Added |
| Avalon Trust Co | 251 | $8.93K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $8.79K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 200 | $8.77K | 0.00% | +95+90.5% | Added |
| Nalls Sherbakoff Group, LLC | 237 | $8.44K | 0.01% | 00.0% | Unchanged |