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, Q1 2024
Institutional positions in Mosaic Co as of Mar 31, 2024. 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
- 656
- −19 vs. Q4 2023
- Shares held
- 269.6M
- −3.03M (−1.1%) vs. Q4 2023
- Total value
- $8.75B
- −$984.0M (−10.1%) vs. Q4 2023
- New holders
- 76
- 259 more added
- Sold out
- 95
- 241 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Mosaic Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 18 | $0 | 0.00% | −6,269−99.7% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Proequities, Inc. | 0 | $10 | 0.00% | 0 | New |
| Larson Financial Group LLC | 1 | $32 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $134 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $162 | 0.00% | −39−88.6% | Reduced |
| NVWM, LLC | 5 | $162 | 0.00% | +5 | New |
| Breakwater Investment Management | 8 | $260 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 10 | $325 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $358 | 0.00% | +11 | New |
| True Wealth Design, LLC | 17 | $552 | 0.00% | +7+70.0% | Added |
| Cornerstone Planning Group LLC | 21 | $603 | 0.00% | +21 | New |
| Carolinas Wealth Consulting LLC | 22 | $714 | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 25 | $769 | 0.00% | +25 | New |
| Colonial Trust Advisors | 25 | $812 | 0.00% | −28−52.8% | Reduced |
| Global Wealth Strategies & Associates | 29 | $941 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $942 | 0.00% | −3−9.4% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 30 | $974 | 0.00% | +30 | New |
| Valley National Advisers Inc | 43 | $1.00K | 0.00% | −22−33.8% | Reduced |
| Horizon Financial Services, LLC | 31 | $1.01K | 0.00% | +31 | New |
| Dunhill Financial, LLC | 34 | $1.10K | 0.00% | +6+21.4% | Added |
| Bruce G. Allen Investments, LLC | 35 | $1.14K | 0.00% | −13−27.1% | Reduced |
| Sound Income Strategies, LLC | 35 | $1.14K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 40 | $1.20K | 0.00% | +40 | New |
| Trust Co of Vermont | 38 | $1.23K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 39 | $1.25K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 39 | $1.40K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $1.40K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 45 | $1.45K | 0.00% | +1+2.3% | Added |
| Prestige Wealth Management Group LLC | 48 | $1.56K | 0.00% | +14+41.2% | Added |
| Valued Wealth Advisors LLC | 49 | $1.58K | 0.00% | −34−41.0% | Reduced |
| Key Financial Inc | 49 | $1.59K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 50 | $1.62K | 0.00% | −6−10.7% | Reduced |
| Raffa Wealth Management, LLC | 50 | $1.62K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 50 | $1.63K | 0.00% | +50 | New |
| North Star Investment Management Corp. | 55 | $1.79K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 48 | $2.00K | 0.00% | −99−67.3% | Reduced |
| Asset Dedication, LLC | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 64 | $2.08K | 0.00% | +64 | New |
| Raleigh Capital Management Inc. | 70 | $2.27K | 0.00% | +40+133.3% | Added |
| Whittier Trust Co of Nevada Inc | 72 | $2.34K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 81 | $2.62K | 0.00% | +1+1.3% | Added |
| SRS Capital Advisors, Inc. | 81 | $2.64K | 0.00% | −60−42.6% | Reduced |
| Harbor Investment Advisory, LLC | 96 | $3.13K | 0.00% | −1,692−94.6% | Reduced |
| Norwood Financial Corp | 100 | $3.25K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 107 | $3.47K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 118 | $3.83K | 0.00% | +64+118.5% | Added |
| Glen Eagle Advisors, LLC | 119 | $3.86K | 0.00% | −400−77.1% | Reduced |
| Smithfield Trust Co | 130 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $4.00K | 0.00% | −14−12.3% | Reduced |
| Creative Financial Designs Inc | 127 | $4.12K | 0.00% | −128−50.2% | Reduced |
| TCTC Holdings, LLC | 130 | $4.22K | 0.00% | +130 | New |
| SYSTM Wealth Solutions LLC | 133 | $4.32K | 0.00% | +80+150.9% | Added |
| Private Wealth Management Group, LLC | 134 | $4.35K | 0.00% | −57−29.8% | Reduced |
| Gold Investment Management Ltd. | 146 | $4.74K | 0.00% | +52+55.3% | Added |
| ORG Partners LLC | 150 | $4.86K | 0.01% | +10+7.1% | Added |
| Evermay Wealth Management LLC | 150 | $4.87K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 150 | $4.87K | 0.00% | +150 | New |
| ICA Group Wealth Management, LLC | 155 | $5.03K | 0.00% | −99−39.0% | Reduced |
| Manchester Capital Management LLC | 163 | $5.29K | 0.00% | +121+288.1% | Added |
| Belmont Capital, LLC | 164 | $5.33K | 0.00% | +1+0.6% | Added |
| Rakuten Securities, Inc. | 178 | $5.78K | 0.00% | +175+5,833.3% | Added |
| Bear Mountain Capital, Inc. | 200 | $6.06K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 193 | $6.26K | 0.00% | −58−23.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 211 | $6.43K | 0.00% | +182+627.6% | Added |
| Bell Investment Advisors, Inc | 200 | $6.49K | 0.00% | −14−6.5% | Reduced |
| Versant Capital Management, Inc | 213 | $6.91K | 0.00% | +204+2,266.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 225 | $7.30K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 228 | $7.40K | 0.00% | −48−17.4% | Reduced |
| Richard W. Paul & Associates, LLC | 230 | $7.47K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 242 | $7.86K | 0.01% | +88+57.1% | Added |
| Farmers & Merchants Investments Inc | 247 | $8.02K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 255 | $8.28K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 257 | $8.34K | 0.00% | +2+0.8% | Added |
| Hilltop National Bank | 300 | $9.74K | 0.00% | +300 | New |
| Zions Bancorporation, N.A. | 304 | $9.87K | 0.00% | −2−0.7% | Reduced |
| Millburn Ridgefield Corp | 307 | $9.96K | 0.00% | +36+13.3% | Added |
| Pin Oak Investment Advisors Inc | 300 | $10.0K | 0.01% | −4−1.3% | Reduced |
| First Command Advisory Services, Inc. | 325 | $10.6K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 362 | $11.8K | 0.00% | +334+1,192.9% | Added |
| Covestor Ltd | 365 | $12.0K | 0.01% | −140−27.7% | Reduced |
| Financial Management Professionals, Inc. | 376 | $12.0K | 0.00% | −28−6.9% | Reduced |
| Core Wealth Advisors, Inc. | 383 | $12.4K | 0.00% | −2,000−83.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 397 | $12.9K | 0.00% | +397 | New |
| First Horizon Advisors, Inc. | 400 | $13.0K | 0.00% | −235−37.0% | Reduced |
| Principal Securities, Inc. | 403 | $13.1K | 0.00% | −57−12.4% | Reduced |
| JFS Wealth Advisors, LLC | 419 | $13.6K | 0.00% | −23−5.2% | Reduced |
| Massmutual Trust Co FSB | 422 | $13.7K | 0.00% | −153−26.6% | Reduced |
| Brown Brothers Harriman & Co | 423 | $13.7K | 0.00% | +393+1,310.0% | Added |
| Caitlin John, LLC | 427 | $13.9K | 0.01% | +217+103.3% | Added |
| City State Bank | 460 | $15.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 470 | $15.3K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 494 | $16.0K | 0.00% | −192−28.0% | Reduced |
| JNBA Financial Advisors | 500 | $16.2K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 522 | $16.9K | 0.00% | +401+331.4% | Added |
| Private Trust Co NA | 526 | $17.1K | 0.00% | −23−4.2% | Reduced |
| Parkside Financial Bank & Trust | 535 | $17.4K | 0.00% | −188−26.0% | Reduced |
| Rothschild Investment LLC | 546 | $17.7K | 0.00% | +100+22.4% | Added |
| Allworth Financial LP | 550 | $17.9K | 0.00% | −15−2.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $20.1K | 0.01% | 00.0% | Unchanged |