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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
48
shares
|
$1,664
0.0% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
46
shares
|
$1,595
0.0% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
43
shares
|
$1,491
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
42
shares
|
$1,456
0.0% of portfolio
|
Q2 2025
Added 223.08%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
41
shares
|
$1,421
0.0% of portfolio
|
Q2 2025
Added 925.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
39
shares
|
$1,352
0.0% of portfolio
|
Q3 2024
Reduced 75.32%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
39
shares
|
$1,352
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
38
shares
|
$1,317
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
36
shares
|
$1,248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
36
shares
|
$1,248
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
35
shares
|
$1,213
0.0% of portfolio
|
Q2 2025
Added 52.17%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
34
shares
|
$1,179
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
29
shares
|
$1,005
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
29
shares
|
$1,005
0.0% of portfolio
|
Q2 2025
Added 45.0%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
28
shares
|
$971
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
26
shares
|
$901
0.0% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
25
shares
|
$867
0.0% of portfolio
|
Q1 2024
Reduced 52.83%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
24
shares
|
$832
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
22
shares
|
$762
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
22
shares
|
$762
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
21
shares
|
$728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
20
shares
|
$693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
20
shares
|
$693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
20
shares
|
$693
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
20
shares
|
$693
0.0% of portfolio
|
Q2 2025
New holding
|