Institutional Ownership Mosaic CO (MOS)
This table provides information about the institutional ownership of Mosaic CO (MOS). We have compiled data on the 841 institutions that hold shares in the stock, with a total of 273 Million shares, which have been reported (via 13F filing form) to have a value of $9.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
131
shares
|
$4,543
0.0% of portfolio
|
Q2 2025
Added 39.36%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
115
shares
|
$3,988
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
112
shares
|
$3,884
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
108
shares
|
$3,745
0.0% of portfolio
|
Q2 2025
Added 980.0%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
100
shares
|
$3,468
0.0% of portfolio
|
Q2 2024
Reduced 78.26%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$3,468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
100
shares
|
$3,468
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
100
shares
|
$3,468
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
100
shares
|
$3,468
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
100
shares
|
$3,468
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
97
shares
|
$3,363
0.0% of portfolio
|
Q2 2025
Added 110.87%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
96
shares
|
$3,329
0.0% of portfolio
|
Q2 2024
Reduced 24.41%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
95
shares
|
$3,294
0.0% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
90
shares
|
$3,121
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
89
shares
|
$3,086
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
84
shares
|
$2,913
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
77
shares
|
$2,670
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
68
shares
|
$2,358
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
68
shares
|
$2,358
0.0% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
62
shares
|
$2,150
0.0% of portfolio
|
Q2 2025
Added 210.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
60
shares
|
$2,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
57
shares
|
$1,976
0.0% of portfolio
|
Q1 2025
Reduced 58.09%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
54
shares
|
$1,872
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
52
shares
|
$1,803
0.0% of portfolio
|
Q3 2019
Reduced 91.22%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
49
shares
|
$1,699
0.0% of portfolio
|
Q2 2023
New holding
|