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 |
|---|---|---|---|---|---|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
20
shares
|
$693
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
20
shares
|
$693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
19
shares
|
$658
0.0% of portfolio
|
Q2 2025
Added 171.43%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
19
shares
|
$658
0.0% of portfolio
|
Q2 2025
Added 216.67%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
19
shares
|
$658
0.0% of portfolio
|
Q2 2025
Added 46.15%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
16
shares
|
$554
0.0% of portfolio
|
Q4 2024
Reduced 95.74%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
15
shares
|
$520
0.0% of portfolio
|
Q2 2025
Reduced 77.27%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14
shares
|
$485
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
14
shares
|
$485
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
12
shares
|
$416
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
11
shares
|
$381
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
11
shares
|
$381
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$346
0.0% of portfolio
|
Q1 2025
Reduced 91.45%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
8
shares
|
$277
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Distillate Capital Partners LLC
|
Aug 13, 2025 Q2 2025 |
7
shares
|
$242
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
7
shares
|
$242
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
6
shares
|
$208
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
5
shares
|
$173
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5
shares
|
$173
0.0% of portfolio
|
Q2 2025
Reduced 68.75%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
5
shares
|
$173
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
5
shares
|
$173
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
4
shares
|
$138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
4
shares
|
$138
0.0% of portfolio
|
Q1 2025
Reduced 92.73%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3
shares
|
$104
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
2
shares
|
$69
0.0% of portfolio
|
Q1 2025
Reduced 99.91%
|