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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 236 | $8.40K | 0.00% | +44+22.9% | Added |
| Richard W. Paul & Associates, LLC | 230 | $8.19K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 233 | $8.00K | 0.00% | +117+100.9% | Added |
| ORG Partners LLC | 220 | $7.83K | 0.00% | +70+46.7% | Added |
| GHP Investment Advisors, Inc. | 214 | $7.78K | 0.00% | +168+365.2% | Added |
| Concord Wealth Partners | 211 | $7.51K | 0.00% | +211 | New |
| Ulland Investment Advisors, LLC | 185 | $7.00K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 194 | $6.91K | 0.00% | +194 | New |
| Steward Financial Group LLC | 175 | $6.00K | 0.00% | +175 | New |
| SRS Capital Advisors, Inc. | 168 | $5.99K | 0.00% | +101+150.7% | Added |
| Belmont Capital, LLC | 163 | $5.80K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 150 | $5.34K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 144 | $5.14K | 0.00% | +122+554.5% | Added |
| 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 |
| M&R Capital Management Inc | 140 | $4.98K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 134 | $4.77K | 0.00% | −4−2.9% | Reduced |
| Independence Bank of Kentucky | 115 | $4.09K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 130 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 128 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 110 | $3.92K | 0.00% | +110 | New |
| Brown Brothers Harriman & Co | 105 | $3.74K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 100 | $3.56K | 0.00% | +100 | New |
| Norwood Financial Corp | 100 | $3.56K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 88 | $3.13K | 0.00% | +88 | New |
| MCF Advisors LLC | 82 | $2.92K | 0.00% | +82 | New |
| HighMark Wealth Management LLC | 80 | $2.84K | 0.00% | +1+1.3% | Added |
| HM Payson & Co | 75 | $2.67K | 0.00% | +20+36.4% | Added |
| Whittier Trust Co of Nevada Inc | 72 | $2.56K | 0.00% | −663−90.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 69 | $2.46K | 0.00% | −1,260−94.8% | Reduced |
| SJS Investment Consulting Inc. | 68 | $2.42K | 0.00% | +11+19.3% | Added |
| Lee Financial Co | 63 | $2.24K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 84 | $2.00K | 0.00% | +70+500.0% | Added |
| Pinnacle Bancorp, Inc. | 54 | $1.92K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 53 | $1.89K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $1.78K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 49 | $1.74K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 44 | $1.57K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 44 | $1.57K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $1.53K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 38 | $1.35K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 38 | $1.35K | 0.00% | +38 | New |
| Assetmark, Inc | 37 | $1.32K | 0.00% | +37 | New |
| Sound Income Strategies, LLC | 35 | $1.25K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 33 | $1.17K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $1.07K | 0.00% | −7−18.9% | Reduced |
| Global Wealth Strategies & Associates | 29 | $1.03K | 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 |
| Clearstead Advisors, LLC | 26 | $916 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 24 | $828 | 0.00% | +24 | New |
| Proequities, Inc. | 22 | $783 | 0.00% | −22−50.0% | Reduced |
| Carolinas Wealth Consulting LLC | 22 | $715 | 0.00% | −100−82.0% | Reduced |
| Perkins Coie Trust Co | 19 | $675 | 0.00% | +19 | New |
| USA Financial Portformulas Corp | 13 | $463 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 12 | $427 | 0.00% | +12 | New |
| True Wealth Design, LLC | 10 | $356 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $356 | 0.00% | +10 | New |
| Tfo-TDC, LLC | 10 | $350 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $146 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $36 | 0.00% | −8−88.9% | Reduced |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −610,213−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −215,113−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −207,640−100.0% | Sold out |
| Lloyd Harbor Capital Management, LLC | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −80,985−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −72,304−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −67,854−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −65,324−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −50,315−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −48,646−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −46,419−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −44,859−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −40,788−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −37,849−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −29,789−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −28,900−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −25,950−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −25,465−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −24,675−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −24,069−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −21,916−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −19,489−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −15,340−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −13,833−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,238−100.0% | Sold out |
| Guardian Capital Advisors LP | 0 | $0 | 0.00% | −11,525−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −11,518−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −10,709−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −10,511−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −10,101−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −9,935−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −9,956−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −9,547−100.0% | Sold out |