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 2025
Institutional positions in Mosaic Co as of Mar 31, 2025. 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
- 630
- +17 vs. Q4 2024
- Shares held
- 275.8M
- +3.89M (+1.4%) vs. Q4 2024
- Total value
- $7.45B
- +$757.0M (+11.3%) vs. Q4 2024
- New holders
- 127
- 217 more added
- Sold out
- 110
- 212 more reduced
13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 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 2025
Shares, value and share of portfolio for each institution holding Mosaic Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 873 | $24.0K | 0.00% | +281+47.5% | Added |
| IFP Advisors, Inc | 863 | $23.3K | 0.00% | −102−10.6% | Reduced |
| CoreCap Advisors, LLC | 854 | $23.1K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 924 | $22.0K | 0.01% | −319−25.7% | Reduced |
| Armstrong Advisory Group, Inc | 887 | $21.8K | 0.00% | 00.0% | Unchanged |
| Tobam | 784 | $21.0K | 0.01% | −744−48.7% | Reduced |
| DT Investment Partners, LLC | 759 | $20.5K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 750 | $20.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 697 | $18.8K | 0.00% | +34+5.1% | Added |
| Sierra Ocean, LLC | 691 | $18.7K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 689 | $18.6K | 0.01% | +689 | New |
| Cromwell Holdings LLC | 682 | $18.4K | 0.01% | +24+3.6% | Added |
| TCTC Holdings, LLC | 645 | $17.4K | 0.00% | +645 | New |
| Central Trust Co | 598 | $16.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 591 | $16.0K | 0.00% | +545+1,184.8% | Added |
| Bessemer Group Inc | 529 | $15.0K | 0.00% | +111+26.6% | Added |
| Principal Securities, Inc. | 591 | $14.5K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 534 | $14.4K | 0.00% | +355+198.3% | Added |
| Manchester Capital Management LLC | 531 | $14.3K | 0.00% | +266+100.4% | Added |
| Private Trust Co NA | 503 | $13.6K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 500 | $13.5K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 495 | $13.4K | 0.01% | +3+0.6% | Added |
| Harbour Investments, Inc. | 447 | $12.1K | 0.00% | −104−18.9% | Reduced |
| Hara Capital LLC | 445 | $12.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 398 | $10.8K | 0.00% | −180−31.1% | Reduced |
| Massmutual Trust Co FSB | 396 | $10.7K | 0.00% | −126−24.1% | Reduced |
| WPG Advisers, LLC | 378 | $10.2K | 0.01% | +255+207.3% | Added |
| Rakuten Securities, Inc. | 373 | $10.1K | 0.01% | +14+3.9% | Added |
| Covestor Ltd | 360 | $10.0K | 0.01% | −8−2.2% | Reduced |
| Ogorek Anthony Joseph | 348 | $9.00K | 0.00% | +348 | New |
| JFS Wealth Advisors, LLC | 317 | $8.56K | 0.00% | −15−4.5% | Reduced |
| Skopos Labs, Inc. | 315 | $8.51K | 0.00% | −802−71.8% | Reduced |
| Versant Capital Management, Inc | 303 | $8.18K | 0.00% | −202−40.0% | Reduced |
| Cape Investment Advisory, Inc. | 302 | $8.17K | 0.00% | +302 | New |
| Roxbury Financial LLC | 319 | $7.64K | 0.01% | +3+0.9% | Added |
| Hollencrest Capital Management | 265 | $7.17K | 0.00% | +2+0.8% | Added |
| Clearstead Advisors, LLC | 260 | $7.03K | 0.00% | +260 | New |
| First Horizon Advisors, Inc. | 251 | $6.78K | 0.00% | −294−53.9% | Reduced |
| Aventura Private Wealth, LLC | 250 | $6.75K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 250 | $6.75K | 0.01% | +50+25.0% | Added |
| Farmers & Merchants Investments Inc | 247 | $6.67K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 237 | $6.40K | 0.01% | +237 | New |
| MV Capital Management, Inc. | 229 | $6.19K | 0.00% | +123+116.0% | Added |
| Bear Mountain Capital, Inc. | 200 | $6.05K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 200 | $5.40K | 0.00% | +200 | New |
| Centerpoint Advisors, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 179 | $4.83K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 170 | $4.59K | 0.00% | +59+53.2% | Added |
| Whittier Trust Co | 170 | $4.59K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 163 | $4.40K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 154 | $4.16K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 154 | $4.16K | 0.00% | +72+87.8% | Added |
| Crowley Wealth Management, Inc. | 150 | $4.05K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 150 | $4.05K | 0.00% | +150 | New |
| ORG Partners LLC | 150 | $4.02K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 147 | $3.97K | 0.00% | −79−35.0% | Reduced |
| Gold Investment Management Ltd. | 146 | $3.94K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 140 | $3.78K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 138 | $3.73K | 0.00% | +138 | New |
| Curat Global, LLC | 115 | $3.11K | 0.00% | +115 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 112 | $3.02K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 142 | $3.00K | 0.00% | +67+89.3% | Added |
| Hantz Financial Services, Inc. | 121 | $3.00K | 0.00% | +121 | New |
| Salem Investment Counselors Inc | 110 | $2.98K | 0.00% | +110 | New |
| Evermay Wealth Management LLC | 105 | $2.84K | 0.00% | +105 | New |
| Rothschild Investment LLC | 100 | $2.70K | 0.00% | −295−74.7% | Reduced |
| City State Bank | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $2.70K | 0.00% | +100 | New |
| Creative Financial Designs Inc | 96 | $2.59K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 94 | $2.54K | 0.00% | +94 | New |
| Painted Porch Advisors LLC | 90 | $2.43K | 0.00% | +90 | New |
| Binnacle Investments Inc | 89 | $2.40K | 0.00% | +89 | New |
| Capital A Wealth Management, LLC | 85 | $2.30K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 83 | $2.25K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 76 | $2.05K | 0.00% | +41+117.1% | Added |
| Avion Wealth | 117 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 68 | $1.84K | 0.00% | −1−1.4% | Reduced |
| Dunhill Financial, LLC | 66 | $1.79K | 0.00% | +9+15.8% | Added |
| Spectrum Wealth Counsel, LLC | 60 | $1.62K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 58 | $1.57K | 0.00% | +58 | New |
| Private Wealth Management Group, LLC | 57 | $1.54K | 0.00% | −79−58.1% | Reduced |
| Quent Capital, LLC | 54 | $1.45K | 0.00% | −32−37.2% | Reduced |
| Raffa Wealth Management, LLC | 50 | $1.35K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 49 | $1.32K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 46 | $1.25K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 46 | $1.24K | 0.00% | +7+17.9% | Added |
| Global Financial Private Client, LLC | 41 | $1.11K | 0.00% | +32+355.6% | Added |
| Zions Bancorporation, National Association | 41 | $1.11K | 0.00% | +41 | New |
| BFSG, LLC | 39 | $1.04K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 50 | $1.00K | 0.00% | +26+108.3% | Added |
| Whittier Trust Co of Nevada Inc | 36 | $972 | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 34 | $918 | 0.00% | +34 | New |
| Brown Brothers Harriman & Co | 30 | $810 | 0.00% | −12−28.6% | Reduced |
| Global Wealth Strategies & Associates | 29 | $783 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 25 | $675 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $622 | 0.00% | −2−8.0% | Reduced |
| Whipplewood Advisors, LLC | 76 | $621 | 0.00% | +53+230.4% | Added |
| Carolinas Wealth Consulting LLC | 22 | $594 | 0.00% | −15−40.5% | Reduced |
| Bogart Wealth, LLC | 22 | $594 | 0.00% | +22 | New |
| Kestra Investment Management, LLC | 20 | $541 | 0.00% | +20 | New |