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, Q4 2024
Institutional positions in Mosaic Co as of Dec 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
- 626
- 0 vs. Q3 2024
- Shares held
- 274.3M
- +4.06M (+1.5%) vs. Q3 2024
- Total value
- $6.75B
- −$491.6M (−6.8%) vs. Q3 2024
- New holders
- 99
- 196 more added
- Sold out
- 99
- 247 more reduced
12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Mosaic Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sierra Ocean, LLC | 691 | $17.0K | 0.01% | +691 | New |
| Ronald Blue Trust, Inc. | 663 | $16.3K | 0.00% | −1,136−63.1% | Reduced |
| Cromwell Holdings LLC | 658 | $16.2K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 650 | $16.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 620 | $15.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 592 | $15.0K | 0.00% | +3+0.5% | Added |
| Central Trust Co | 598 | $14.7K | 0.00% | −1,043−63.6% | Reduced |
| Allworth Financial LP | 525 | $14.6K | 0.00% | −78−12.9% | Reduced |
| Principal Securities, Inc. | 591 | $14.5K | 0.00% | +180+43.8% | Added |
| Spire Wealth Management | 578 | $14.2K | 0.00% | −1−0.2% | Reduced |
| Addison Advisors LLC | 562 | $13.8K | 0.00% | +175+45.2% | Added |
| TD Waterhouse Canada Inc. | 560 | $13.8K | 0.00% | −1,460−72.3% | Reduced |
| Harbour Investments, Inc. | 551 | $13.5K | 0.00% | +45+8.9% | Added |
| First Horizon Advisors, Inc. | 545 | $13.4K | 0.00% | +1+0.2% | Added |
| Massmutual Trust Co FSB | 522 | $12.8K | 0.00% | −11−2.1% | Reduced |
| Versant Capital Management, Inc | 505 | $12.4K | 0.00% | +391+343.0% | Added |
| Private Trust Co NA | 503 | $12.4K | 0.00% | −62−11.0% | Reduced |
| Venturi Wealth Management, LLC | 503 | $12.4K | 0.00% | −755−60.0% | Reduced |
| JNBA Financial Advisors | 500 | $12.3K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 492 | $12.1K | 0.01% | +492 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 470 | $11.5K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 445 | $10.9K | 0.01% | +70+18.7% | Added |
| Bessemer Group Inc | 418 | $10.0K | 0.00% | −360−46.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 400 | $9.83K | 0.00% | −231−36.6% | Reduced |
| Rothschild Investment LLC | 395 | $9.71K | 0.00% | −74−15.8% | Reduced |
| Lazard Asset Management LLC | 378 | $9.00K | 0.00% | −50−11.7% | Reduced |
| Covestor Ltd | 368 | $9.00K | 0.01% | +1+0.3% | Added |
| Rakuten Securities, Inc. | 359 | $8.82K | 0.00% | +6+1.7% | Added |
| Geneos Wealth Management Inc. | 355 | $8.73K | 0.00% | +5+1.4% | Added |
| Roxbury Financial LLC | 316 | $8.38K | 0.01% | +316 | New |
| JFS Wealth Advisors, LLC | 332 | $8.16K | 0.00% | −116−25.9% | Reduced |
| Pin Oak Investment Advisors Inc | 300 | $8.00K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 315 | $7.74K | 0.00% | +315 | New |
| Hilltop National Bank | 300 | $7.37K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 265 | $6.51K | 0.00% | −71−21.1% | Reduced |
| Hollencrest Capital Management | 263 | $6.47K | 0.00% | +2+0.8% | Added |
| Global Retirement Partners, LLC | 260 | $6.39K | 0.00% | −314−54.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 260 | $6.39K | 0.00% | +179+221.0% | Added |
| Quest Partners LLC | 257 | $6.32K | 0.00% | −10,593−97.6% | Reduced |
| Aventura Private Wealth, LLC | 250 | $6.14K | 0.00% | +250 | New |
| Farmers & Merchants Investments Inc | 247 | $6.07K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 200 | $5.76K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 230 | $5.65K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 226 | $5.55K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 200 | $4.92K | 0.00% | +200 | New |
| Accredited Wealth Management, LLC | 200 | $4.92K | 0.00% | +200 | New |
| Pinnacle Bancorp, Inc. | 179 | $4.40K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 179 | $4.40K | 0.00% | +96+115.7% | Added |
| REAP Financial Group, LLC | 171 | $4.21K | 0.00% | +1+0.6% | Added |
| Whittier Trust Co | 170 | $4.18K | 0.00% | +170 | New |
| Bruce G. Allen Investments, LLC | 165 | $4.06K | 0.00% | +14+9.3% | Added |
| First Command Advisory Services, Inc. | 163 | $4.01K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 154 | $3.79K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 150 | $3.69K | 0.00% | −70−31.8% | Reduced |
| Financial Gravity Companies, Inc. | 150 | $3.69K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 150 | $3.69K | 0.00% | +150 | New |
| Gold Investment Management Ltd. | 146 | $3.59K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 140 | $3.44K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 136 | $3.34K | 0.00% | +7+5.4% | Added |
| WPG Advisers, LLC | 123 | $3.02K | 0.00% | +123 | New |
| WealthTrak Capital Management LLC | 117 | $2.88K | 0.00% | +117 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 112 | $2.75K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 111 | $2.73K | 0.00% | −139−55.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 111 | $2.73K | 0.00% | +111 | New |
| MV Capital Management, Inc. | 106 | $2.61K | 0.00% | +48+82.8% | Added |
| Raleigh Capital Management Inc. | 105 | $2.58K | 0.00% | −24−18.6% | Reduced |
| Bokf, NA | 101 | $2.51K | 0.00% | +100+10,000.0% | Added |
| City State Bank | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 99 | $2.38K | 0.00% | +21+26.9% | Added |
| Creative Financial Designs Inc | 96 | $2.36K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 95 | $2.33K | 0.00% | −30−24.0% | Reduced |
| Quent Capital, LLC | 86 | $2.11K | 0.00% | +74+616.7% | Added |
| Capital A Wealth Management, LLC | 85 | $2.09K | 0.00% | +85 | New |
| HighMark Wealth Management LLC | 83 | $2.04K | 0.00% | +1+1.2% | Added |
| Bell Investment Advisors, Inc | 82 | $2.02K | 0.00% | −77−48.4% | Reduced |
| Avion Wealth | 117 | $2.00K | 0.00% | −36−23.5% | Reduced |
| Colonial Trust Co | 81 | $1.99K | 0.00% | +71+710.0% | Added |
| Investment Counsel Co of Nevada | 80 | $1.98K | 0.01% | +80 | New |
| Valued Wealth Advisors LLC | 69 | $1.71K | 0.00% | +23+50.0% | Added |
| Spectrum Wealth Counsel, LLC | 60 | $1.48K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 57 | $1.41K | 0.00% | +1+1.8% | Added |
| Harbor Investment Advisory, LLC | 55 | $1.36K | 0.00% | +21+61.8% | Added |
| MCF Advisors LLC | 54 | $1.33K | 0.00% | +54 | New |
| Raffa Wealth Management, LLC | 50 | $1.23K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 49 | $1.20K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 46 | $1.14K | 0.00% | −32−41.0% | Reduced |
| Sandy Spring Bank | 46 | $1.12K | 0.00% | +1+2.2% | Added |
| Brown Brothers Harriman & Co | 42 | $1.03K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 24 | $1.00K | 0.00% | −81−77.1% | Reduced |
| Hemington Wealth Management | 75 | $1.00K | 0.00% | +26+53.1% | Added |
| Sachetta, LLC | 39 | $959 | 0.00% | −25−39.1% | Reduced |
| WR Wealth Planners, LLC | 39 | $959 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 39 | $949 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 38 | $934 | 0.00% | −12−24.0% | Reduced |
| Trust Co of Vermont | 38 | $934 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 37 | $910 | 0.00% | +15+68.2% | Added |
| Whittier Trust Co of Nevada Inc | 36 | $884 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 35 | $860 | 0.00% | −282−89.0% | Reduced |
| Horizon Financial Services, LLC | 31 | $762 | 0.00% | 00.0% | Unchanged |