Institutional Ownership Mosaic CO (MOS)
This table provides information about the institutional ownership of Mosaic CO (MOS). We have compiled data on the 728 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $7.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
82
shares
|
$2,279
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
78
shares
|
$2,168
0.0% of portfolio
|
Q2 2024
Reduced 57.38%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
78
shares
|
$2,168
0.0% of portfolio
|
Q3 2024
Reduced 97.21%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
71
shares
|
$1,973
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
69
shares
|
$1,918
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
60
shares
|
$1,668
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
58
shares
|
$1,612
0.0% of portfolio
|
Q3 2024
Reduced 61.59%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
56
shares
|
$1,556
0.0% of portfolio
|
Q3 2024
Added 180.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
55
shares
|
$1,529
0.0% of portfolio
|
Q4 2024
Added 61.76%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
54
shares
|
$1,501
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
52
shares
|
$1,445
0.0% of portfolio
|
Q3 2019
Reduced 91.22%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
50
shares
|
$1,390
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
49
shares
|
$1,362
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
49
shares
|
$1,362
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
45
shares
|
$1,251
0.0% of portfolio
|
Q1 2024
Added 2.27%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
43
shares
|
$1,195
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
42
shares
|
$1,167
0.0% of portfolio
|
Q3 2024
Reduced 86.92%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
39
shares
|
$1,084
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
39
shares
|
$1,084
0.0% of portfolio
|
Q3 2024
Reduced 75.32%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
39
shares
|
$1,084
0.0% of portfolio
|
Q4 2024
Reduced 39.06%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
38
shares
|
$1,056
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
36
shares
|
$1,000
0.0% of portfolio
|
Q2 2024
Added 71.43%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
36
shares
|
$1,000
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
35
shares
|
$973
0.0% of portfolio
|
Q4 2024
Reduced 88.96%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
31
shares
|
$861
0.0% of portfolio
|
Q1 2024
New holding
|