Institutional Ownership Mosaic CO (MOS)
This table provides information about the institutional ownership of Mosaic CO (MOS). We have compiled data on the 742 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $7.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
36
shares
|
$1,006
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
35
shares
|
$978
0.0% of portfolio
|
Q4 2024
Reduced 88.96%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
33
shares
|
$923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
31
shares
|
$867
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
29
shares
|
$811
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
25
shares
|
$699
0.0% of portfolio
|
Q4 2024
Reduced 32.43%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
25
shares
|
$699
0.0% of portfolio
|
Q1 2024
Reduced 52.83%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
24
shares
|
$671
0.0% of portfolio
|
Q4 2024
Reduced 77.14%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
23
shares
|
$643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
22
shares
|
$615
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
20
shares
|
$559
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
18
shares
|
$503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
16
shares
|
$447
0.0% of portfolio
|
Q4 2024
Reduced 99.12%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
16
shares
|
$447
0.0% of portfolio
|
Q4 2024
Reduced 95.74%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
14
shares
|
$391
0.0% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
14
shares
|
$391
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14
shares
|
$391
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
13
shares
|
$363
0.0% of portfolio
|
Q4 2024
Reduced 70.45%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
13
shares
|
$363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
12
shares
|
$335
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
11
shares
|
$307
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
9
shares
|
$251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
9
shares
|
$251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Distillate Capital Partners LLC
|
Feb 13, 2025 Q4 2024 |
8
shares
|
$223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
8
shares
|
$223
0.0% of portfolio
|
Q1 2024
New holding
|