MOSAIC CO NEW MOS
COM · Common Stock · CUSIP 61945C103 · ISIN US61945C1036
American chemical company
- SectorMaterials
- IndustryAgricultural Chemicals
- HeadquartersTampa, FL
- Founded2004
- Websitemosaicco.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($44.4m this quarter). Holder counts are more reliable. Shares outstanding: 317.4m as of 2025-08-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $36.49. Options: 37 managers hold calls ($349.2m notional), 34 hold puts ($388.1m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 753 |
| Q4 2022 | 761 |
| Q1 2023 | 718 |
| Q2 2023 | 672 |
| Q3 2023 | 659 |
| Q4 2023 | 682 |
| Q1 2024 | 655 |
| Q2 2024 | 646 |
| Q3 2024 | 639 |
| Q4 2024 | 628 |
| Q1 2025 | 634 |
| Q2 2025 | 709 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 289 | 336 |
| Q4 2023 | 266 | 352 |
| Q1 2024 | 321 | 336 |
| Q2 2024 | 297 | 326 |
| Q3 2024 | 296 | 328 |
| Q4 2024 | 257 | 346 |
| Q1 2025 | 331 | 320 |
| Q2 2025 | 413 | 270 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $194.4m | $241.4m | 1.24 |
| Q4 2024 | $267.2m | $223.5m | 0.84 |
| Q1 2025 | $156.5m | $218.5m | 1.40 |
| Q2 2025 | $349.2m | $388.1m | 1.11 |
Biggest buyers
| FMR LLC | Added | +16.4m |
| D. E. Shaw & Co., Inc. | Added | +2.7m |
| TRUIST FINANCIAL CORP | Added | +2.0m |
| Merewether Investment Management, LP | New | +2.0m |
| Caisse de depot et placement du Quebec | Added | +1.9m |
| Bank of New York Mellon Corp | Added | +1.9m |
| UBS Group AG | Added | +1.9m |
| Driehaus Capital Management LLC | Added | +1.7m |
| BlackRock, Inc. | Added | +1.6m |
| GOLDMAN SACHS GROUP INC | Added | +1.5m |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -14.8m |
| Invesco Ltd. | Reduced | -3.6m |
| Ruffer LLP | Sold out | -1.4m |
| Point72 Asset Management, L.P. | Reduced | -1.2m |
| THOMPSON SIEGEL & WALMSLEY LLC | Reduced | -1.1m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -863.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -804.2k |
| CITADEL ADVISORS LLC | Reduced | -769.6k |
| TWO SIGMA ADVISERS, LP | Reduced | -744.8k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -744.6k |
Biggest calls
| PEAK6 LLC | Added | $63.9m1.8m shares |
| CITADEL ADVISORS LLC | Added | $46.5m1.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $40.0m1.1m shares |
| Twin Tree Management, LP | Added | $38.2m1.0m shares |
| JANE STREET GROUP, LLC | Added | $19.5m534.0k shares |
| SIMPLEX TRADING, LLC | Added | $12.9m352.9k shares |
| GROUP ONE TRADING LLC | Added | $12.4m339.3k shares |
| IMC-Chicago, LLC | Added | $11.8m323.3k shares |
| Walleye Trading LLC | Added | $11.7m320.1k shares |
| Appian Way Asset Management LP | New | $8.2m225.0k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $52.5m1.4m shares |
| CITADEL ADVISORS LLC | Added | $51.5m1.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $39.8m1.1m shares |
| Saba Capital Management, L.P. | New | $34.8m952.6k shares |
| NATIONAL BANK OF CANADA /FI/ | New | $27.3m7.5k shares |
| IMC-Chicago, LLC | Added | $24.5m672.5k shares |
| SIMPLEX TRADING, LLC | Added | $23.7m649.7k shares |
| PEAK6 LLC | Added | $17.9m491.2k shares |
| Walleye Trading LLC | Added | $15.4m423.4k shares |
| D. E. Shaw & Co., Inc. | Reduced | $12.3m337.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.4% |
| BlackRock, Inc. 13G · institution -2.3 pts · filed 2025-04-17 | 6.7% |
| AQR CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-08-12 | 5.8% |
Fell to 5% or below in the last year: FMR LLC (4.2%, 2026-08-06), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 2 | $1.5m | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 2 | $6.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-29 | Precourt Walter F. III SVP - Chief Admin Officer | Sold | $643.1k18.0k shares |
| 2025-05-08 | Bodine Bruce M. President and CEO, director | Sold | $5.7m180.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 38.5m $1.4bn | Reduced -46.9k |
| BlackRock, Inc. 0.02% of their portfolio | 25.0m $911.5m | Added +1.6m |
| FMR LLC 0.04% of their portfolio | 21.0m $765.0m | Added +16.4m |
| STATE STREET CORP 0.02% of their portfolio | 13.1m $476.3m | Added +251.5k |
| DIMENSIONAL FUND ADVISORS LP 0.10% of their portfolio | 11.3m $411.8m | Reduced -207.3k |
| Invesco Ltd. 0.05% of their portfolio | 8.9m $323.0m | Reduced -3.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 8.2m $299.2m | Added +96.0k |
| Boston Partners 0.31% of their portfolio | 7.6m $276.3m | Reduced -405.5k |
| D. E. Shaw & Co., Inc. 0.27% of their portfolio | 7.4m $270.7m | Added +2.7m |
| MORGAN STANLEY 0.01% of their portfolio | 5.3m $194.8m | Added +61.3k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 4.7m $170.7m | Reduced -11.7k |
| NORGES BANK 0.02% of their portfolio | 4.3m $158.1m | Reduced -587.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 4.1m $149.7m | Added +1.1m |
| TWO SIGMA ADVISERS, LP 0.29% of their portfolio | 3.8m $140.1m | Reduced -744.8k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 3.8m $138.9m | Added +1.9m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 3.7m $133.6m | Added +67.4k |
| UBS Group AG 0.03% of their portfolio | 3.6m $131.7m | Added +1.9m |
| Amundi 0.04% of their portfolio | 3.1m $118.3m | Added +842.2k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 3.1m $114.1m | Added +1.5m |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 3.1m $111.6m | Reduced -573.6k |
| Point72 Asset Management, L.P. 0.26% of their portfolio | 3.0m $109.3m | Reduced -1.2m |
| DONALD SMITH & CO., INC. 2.53% of their portfolio | 2.9m $107.5m | Reduced -195.9k |
| TWO SIGMA INVESTMENTS, LP 0.19% of their portfolio | 2.8m $103.0m | Reduced -744.6k |
| GMT Capital Corp 4.22% of their portfolio | 2.8m $100.9m | Added +1.0m |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 2.5m $90.8m | Added +721.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 2.4m $86.8m | Reduced -14.8m |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.30% of their portfolio | 2.2m $81.1m | Added +189.7k |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 2.1m $76.9m | Reduced -769.6k |
| TRUIST FINANCIAL CORP 0.11% of their portfolio | 2.0m $73.8m | Added +2.0m |
| Caisse de depot et placement du Quebec 0.16% of their portfolio | 2.0m $73.0m | Added +1.9m |
| Merewether Investment Management, LP 2.08% of their portfolio | 2.0m $72.4m | New |
| Driehaus Capital Management LLC 0.57% of their portfolio | 2.0m $71.2m | Added +1.7m |
| THOMPSON SIEGEL & WALMSLEY LLC 1.19% of their portfolio | 1.9m $70.6m | Reduced -1.1m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.25% of their portfolio | 1.9m $68.7m | Reduced -804.2k |
| LSV ASSET MANAGEMENT 0.16% of their portfolio | 1.9m $68.2m | Added +134.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 1.9m $67.8m | Added +1.0m |
| JANE STREET GROUP, LLC 0.11% of their portfolio | 1.8m $66.8m | Added +720.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio | 1.7m $61.2m | Added +1.3m |
| Allianz Asset Management GmbH 0.08% of their portfolio | 1.6m $59.1m | Reduced -322.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 1.5m $56.3m | Added +154.2k |
| STOREBRAND ASSET MANAGEMENT AS 0.15% of their portfolio | 1.5m $53.0m | Added +47.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.4m $50.7m | Added +71.3k |
| Nuveen, LLC 0.01% of their portfolio | 1.3m $48.3m | Added +69.1k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 1.2m $44.5m | Added +219.0k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 1.2m $43.6m | Added +73.7k |
| VAN ECK ASSOCIATES CORP 0.05% of their portfolio | 1.2m $43.3m | Added +345.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 1.2m $42.2m | Added +1.1m |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 1.2m $40.9m | Added +202.3k |
| S&CO INC 2.65% of their portfolio | 1.1m $41.3m | Reduced -4.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.1m $41.2m | Reduced -409.9k |
| BANK OF NOVA SCOTIA 0.08% of their portfolio | 1.0m $37.9m | Added +957.3k |
| BARCLAYS PLC 0.01% of their portfolio | 1.0m $37.7m | Reduced -133.4k |
| TUDOR INVESTMENT CORP ET AL 0.28% of their portfolio | 1.0m $37.5m | Added +600.2k |
| Ilex Capital Partners (UK) LLP 1.24% of their portfolio | 1.0m $37.3m | Reduced -423.8k |
| NATIONAL BANK OF CANADA /FI/ 0.04% of their portfolio | 989.6k $36.1m | Added +640.5k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 849.9k $31.0m | Added +582.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 775.2k $28.3m | Added +212.9k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.05% of their portfolio | 750.5k $27.4m | Added +460.6k |
| Ninety One UK Ltd 0.06% of their portfolio | 726.3k $26.5m | Added +117.1k |
| Legal & General Group Plc 0.01% of their portfolio | 726.1k $26.5m | Added +14.1k |
| HAWK RIDGE CAPITAL MANAGEMENT LP 1.07% of their portfolio | 704.7k $25.7m | New |
| Verition Fund Management LLC 0.14% of their portfolio | 677.8k $24.7m | Added +549.8k |
| MANAGED ASSET PORTFOLIOS, LLC 3.10% of their portfolio | 654.4k $23.9m | Added +963 |
| Schonfeld Strategic Advisors LLC 0.18% of their portfolio | 648.2k $23.6m | Added +474.4k |
| FOUNDATION RESOURCE MANAGEMENT INC 3.61% of their portfolio | 640.3k $23.4m | Added +7.0k |
| Swiss National Bank 0.01% of their portfolio | 605.4k $22.1m | Reduced -10.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 595.4k $21.7m | Added +208.0k |
| CSM Advisors, LLC 0.63% of their portfolio | 593.6k $21.7m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 593.1k $21.6m | Reduced -13.7k |
| Balyasny Asset Management L.P. 0.05% of their portfolio | 585.5k $21.4m | Reduced -155.9k |
| ING GROEP NV 0.13% of their portfolio | 575.7k $21.0m | Reduced -272.1k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 574.1k $20.9m | Reduced -147.6k |
| MetLife Investment Management, LLC 0.12% of their portfolio | 567.1k $20.7m | Reduced -6.2k |
| Newport Trust Company, LLC 0.05% of their portfolio | 564.1k $20.6m | Reduced -47.2k |
| Swedbank AB 0.02% of their portfolio | 537.8k $19.6m | First filing |
| California Public Employees Retirement System 0.01% of their portfolio | 536.9k $19.6m | Added +32.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 534.4k $19.5m | Added +380.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 534.3k $19.5m | Reduced -313.0k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 516.5k $18.8m | Reduced -107.1k |
| Woodline Partners LP 0.10% of their portfolio | 509.4k $18.6m | Added +482.6k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 496.2k $18.0m | Reduced -62.2k |
| Gotham Asset Management, LLC 0.11% of their portfolio | 489.8k $17.9m | Added +238.9k |
| Beck Bode, LLC 2.88% of their portfolio | 466.2k $17.0m | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.45% of their portfolio | 461.1k $16.8m | Unchanged |
| Goehring & Rozencwajg Associates, LLC 2.38% of their portfolio | 427.1k $15.6m | Reduced -34.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 417.6k $15.2m | Added +59.0k |
| TD Asset Management Inc 0.01% of their portfolio | 415.9k $15.2m | Added +245.8k |
| GATE CITY CAPITAL MANAGEMENT, LLC 8.99% of their portfolio | 413.4k $15.1m | Reduced -253.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.05% of their portfolio | 406.2k $14.8m | Added +351.1k |
| CITIGROUP INC 0.01% of their portfolio | 404.0k $14.7m | Reduced -7.4k |
| COHEN & STEERS, INC. 0.03% of their portfolio | 387.8k $14.1m | Reduced -30.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 383.8k $14.0m | Added +51.4k |
| KBC Group NV 0.04% of their portfolio | 373.9k $13.6m | Reduced -480.1k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.22% of their portfolio | 370.0k $13.5m | Reduced -550.0k |
| MOORE CAPITAL MANAGEMENT, LP 0.27% of their portfolio | 368.0k $13.4m | Reduced -28.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 364.7k $13.3m | Reduced -13.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 363.0k $13.2m | Added +6.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 339.0k $12.4m | Added +48.1k |
| HRT FINANCIAL LP 0.07% of their portfolio | 335.4k $12.2m | Added +27.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 331.8k $12.1m | Added +3.6k |