Institutional Ownership Mosaic CO (MOS)
This table provides information about the institutional ownership of Mosaic CO (MOS). We have compiled data on the 776 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
36
shares
|
$1,346
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
36
shares
|
$1,346
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
35
shares
|
$1,308
0.0% of portfolio
|
Q2 2025
Added 52.17%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
34
shares
|
$1,271
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
30
shares
|
$1,121
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
29
shares
|
$1,084
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
26
shares
|
$972
0.0% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
25
shares
|
$934
0.0% of portfolio
|
Q1 2024
Reduced 52.83%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
22
shares
|
$822
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
22
shares
|
$822
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
20
shares
|
$747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
20
shares
|
$747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
20
shares
|
$747
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
20
shares
|
$747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
20
shares
|
$747
0.0% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
19
shares
|
$710
0.0% of portfolio
|
Q2 2025
Added 216.67%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
19
shares
|
$710
0.0% of portfolio
|
Q2 2025
Added 171.43%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
19
shares
|
$710
0.0% of portfolio
|
Q2 2025
Added 46.15%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
16
shares
|
$598
0.0% of portfolio
|
Q4 2024
Reduced 95.74%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
16
shares
|
$598
0.0% of portfolio
|
Q4 2024
Reduced 99.12%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14
shares
|
$523
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
14
shares
|
$523
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
13
shares
|
$486
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
13
shares
|
$486
0.0% of portfolio
|
Q1 2025
Reduced 65.79%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
11
shares
|
$411
0.0% of portfolio
|
Q4 2024
New holding
|