Skip to main content

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, Q4 2023

Institutional positions in Mosaic Co as of Dec 31, 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
683
+34 vs. Q3 2023
Shares held
272.8M
−950.2K (−0.3%) vs. Q3 2023
Total value
$9.74B
−$10.4M (−0.1%) vs. Q3 2023
New holders
107
200 more added
Sold out
73
281 more reduced

13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 683 institutions
Q1 2021: 575 institutionsQ2 2021: 598 institutionsQ3 2021: 610 institutionsQ4 2021: 683 institutionsQ1 2022: 830 institutionsQ2 2022: 783 institutionsQ3 2022: 758 institutionsQ4 2022: 767 institutionsQ1 2023: 721 institutionsQ2 2023: 675 institutionsQ3 2023: 662 institutionsQ4 2023: 683 institutionsQ1 2024: 656 institutionsQ2 2024: 646 institutionsQ3 2024: 638 institutionsQ4 2024: 626 institutionsQ1 2025: 630 institutionsQ2 2025: 707 institutionsQ3 2025: 714 institutionsQ4 2025: 659 institutionsQ1 2026: 697 institutionsQ2 2026: 667 institutions
Value heldQ4 2023: $9.74B
Q1 2021: $8.90BQ2 2021: $9.08BQ3 2021: $10.2BQ4 2021: $12.1BQ1 2022: $20.6BQ2 2022: $14.2BQ3 2022: $14.3BQ4 2022: $13.0BQ1 2023: $13.7BQ2 2023: $10.0BQ3 2023: $9.77BQ4 2023: $9.74BQ1 2024: $8.75BQ2 2024: $7.77BQ3 2024: $7.26BQ4 2024: $6.75BQ1 2025: $7.45BQ2 2025: $10.7BQ3 2025: $10.3BQ4 2025: $7.03BQ1 2026: $7.20BQ2 2026: $6.40B
Institutions holding MOS and their total value by quarter
QuarterHoldersValue
Q2 2026667$6.40B
Q1 2026697$7.20B
Q4 2025659$7.03B
Q3 2025714$10.3B
Q2 2025707$10.7B
Q1 2025630$7.45B
Q4 2024626$6.75B
Q3 2024638$7.26B
Q2 2024646$7.77B
Q1 2024656$8.75B
Q4 2023683$9.74B
Q3 2023662$9.77B
Q2 2023675$10.0B
Q1 2023721$13.7B
Q4 2022767$13.0B
Q3 2022758$14.3B
Q2 2022783$14.2B
Q1 2022830$20.6B
Q4 2021683$12.1B
Q3 2021610$10.2B
Q2 2021598$9.08B
Q1 2021575$8.90B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Mosaic Co; share changes are against Q3 2023.

Institutions holding MOS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0New
Larson Financial Group LLC1$360.00%+1New
Rakuten Securities, Inc.3$1070.00%+3New
SOA Wealth Advisors, LLC.4$1470.00%00.0%Unchanged
West Paces Advisors Inc.7$2500.00%+7New
Versant Capital Management, Inc9$3220.00%−21−70.0%Reduced
Tfo-TDC, LLC10$3570.00%00.0%Unchanged
Wolff Wiese Magana LLC10$3580.00%00.0%Unchanged
True Wealth Design, LLC10$3580.00%00.0%Unchanged
TFC Financial Management11$3940.00%+11New
Spartan Planning & Wealth Management12$4290.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC14$5000.00%+14New
Northwest Financial Advisors14$5000.00%+14New
Fairfield, Bush & Co.21$7480.00%+21New
Carolinas Wealth Consulting LLC22$7860.00%00.0%Unchanged
Banque Pictet & Cie SA28$1.00K0.00%−29,722−99.9%Reduced
Wetzel Investment Advisors, Inc.29$1.00K0.00%+29New
Dunhill Financial, LLC28$1.01K0.00%+28New
Global Wealth Strategies & Associates29$1.04K0.00%00.0%Unchanged
Brown Brothers Harriman & Co30$1.07K0.00%−75−71.4%Reduced
Raleigh Capital Management Inc.30$1.07K0.00%+30New
DiNuzzo Private Wealth, Inc.32$1.14K0.00%+32New
PSI Advisors, LLC34$1.19K0.00%+1+3.0%Added
Prestige Wealth Management Group LLC34$1.22K0.00%+34New
Sound Income Strategies, LLC35$1.25K0.00%00.0%Unchanged
Trust Co of Vermont38$1.36K0.00%00.0%Unchanged
BFSG, LLC39$1.38K0.00%+39New
Sachetta, LLC39$1.40K0.00%+39New
Manchester Capital Management LLC42$1.50K0.00%+42New
Abound Wealth Management43$1.54K0.00%00.0%Unchanged
Gradient Investments LLC44$1.57K0.00%00.0%Unchanged
Sandy Spring Bank44$1.58K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC48$1.72K0.00%+48New
Key Financial Inc49$1.75K0.00%00.0%Unchanged
Raffa Wealth Management, LLC50$1.79K0.00%00.0%Unchanged
Colonial Trust Advisors53$1.89K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC53$1.89K0.00%+53New
Pinnacle Bancorp, Inc.54$1.93K0.00%00.0%Unchanged
North Star Investment Management Corp.55$1.96K0.00%−4,000−98.6%Reduced
Valley National Advisers Inc65$2.00K0.00%+50+333.3%Added
SJS Investment Consulting Inc.56$2.00K0.00%−12−17.6%Reduced
Assetmark, Inc58$2.07K0.00%+21+56.8%Added
WealthCollab, LLC71$2.54K0.00%+71New
Whittier Trust Co of Nevada Inc72$2.57K0.00%00.0%Unchanged
HighMark Wealth Management LLC80$2.87K0.00%00.0%Unchanged
Valued Wealth Advisors LLC83$2.94K0.00%+83New
Gold Investment Management Ltd.94$3.36K0.00%+94New
Norwood Financial Corp100$3.57K0.01%00.0%Unchanged
NewSquare Capital LLC100$3.57K0.00%+100New
First Manhattan Co107$3.82K0.00%−597−84.8%Reduced
Clearstead Advisors, LLC112$4.00K0.00%+86+330.8%Added
Smithfield Trust Co130$4.00K0.00%00.0%Unchanged
Avion Wealth114$4.00K0.00%−14−10.9%Reduced
Asset Dedication, LLC84$4.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA119$4.00K0.00%+119New
Exchange Traded Concepts, LLC121$4.32K0.00%−1,413−92.1%Reduced
Davis Capital Management126$4.50K0.00%+126New
Highlander Capital Management, LLC130$4.64K0.00%−2−1.5%Reduced
GW&K Investment Management, LLC147$5.00K0.00%+15+11.4%Added
West Oak Capital, LLC140$5.00K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.140$5.00K0.00%−8,680−98.4%Reduced
ORG Partners LLC140$5.00K0.00%−80−36.4%Reduced
M&R Capital Management Inc140$5.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.141$5.06K0.00%−27−16.1%Reduced
Evermay Wealth Management LLC150$5.36K0.00%00.0%Unchanged
Fortitude Family Office, LLC154$5.50K0.00%+154New
Belmont Capital, LLC163$5.82K0.00%00.0%Unchanged
Lee Financial Co168$6.00K0.00%+105+166.7%Added
Atlas Capital Advisors LLC178$6.36K0.00%−161−47.5%Reduced
Bear Mountain Capital, Inc.200$6.47K0.00%+200New
Coppell Advisory Solutions LLC183$6.54K0.00%−17−8.5%Reduced
Private Wealth Management Group, LLC191$6.83K0.00%+191New
Ulland Investment Advisors, LLC185$7.00K0.01%00.0%Unchanged
Caitlin John, LLC210$7.52K0.01%+210New
Bell Investment Advisors, Inc214$7.65K0.00%−22−9.3%Reduced
Loomis Sayles & Co L P234$8.00K0.00%+1+0.4%Added
Atlantic Edge Private Wealth Management, LLC225$8.04K0.00%+225New
Global Retirement Partners, LLC251$8.14K0.00%−641−71.9%Reduced
Richard W. Paul & Associates, LLC230$8.22K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC237$8.47K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc247$8.82K0.00%00.0%Unchanged
Avalon Trust Co251$8.96K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC254$9.08K0.00%+254New
Creative Financial Designs Inc255$9.11K0.00%00.0%Unchanged
Addison Advisors LLC255$9.11K0.00%00.0%Unchanged
Hollencrest Capital Management255$9.12K0.00%+1+0.4%Added
Millburn Ridgefield Corp271$9.68K0.00%−6−2.2%Reduced
MV Capital Management, Inc.276$9.86K0.00%−711−72.0%Reduced
Zions Bancorporation, N.A.306$10.9K0.00%−85−21.7%Reduced
Pin Oak Investment Advisors Inc304$11.0K0.01%00.0%Unchanged
First Command Advisory Services, Inc.325$11.6K0.00%00.0%Unchanged
Smartleaf Asset Management LLC353$12.7K0.00%+353New
Financial Management Professionals, Inc.404$14.0K0.00%−61−13.1%Reduced
JFS Wealth Advisors, LLC442$15.8K0.00%−121−21.5%Reduced
Rothschild Investment LLC446$15.9K0.00%+446New
City State Bank460$16.0K0.01%00.0%Unchanged
Principal Securities, Inc.460$16.4K0.00%+460New
Glassman Wealth Services464$16.6K0.00%−24−4.9%Reduced
Livforsakringsbolaget Skandia, Omsesidigt470$16.8K0.00%00.0%Unchanged
JNBA Financial Advisors500$17.9K0.00%00.0%Unchanged