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 ($12.5m this quarter). Holder counts are more reliable. Shares outstanding: 317.9m as of 2026-07-31, 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 ≈ $21.21. Options: 37 managers hold calls ($333.6m notional), 32 hold puts ($324.9m).
Trends to Q2 2026
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 |
| Q3 2025 | 716 |
| Q4 2025 | 660 |
| Q1 2026 | 697 |
| Q2 2026 | 666 |
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 2024 | 296 | 328 |
| Q4 2024 | 257 | 346 |
| Q1 2025 | 331 | 320 |
| Q2 2025 | 413 | 270 |
| Q3 2025 | 363 | 317 |
| Q4 2025 | 294 | 405 |
| Q1 2026 | 410 | 286 |
| Q2 2026 | 372 | 336 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $308.5m | $283.3m | 0.92 |
| Q4 2025 | $161.7m | $200.9m | 1.24 |
| Q1 2026 | $358.4m | $327.9m | 0.91 |
| Q2 2026 | $333.6m | $324.9m | 0.97 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +7.4m |
| MILLENNIUM MANAGEMENT LLC | Added | +6.4m |
| Invesco Ltd. | Added | +3.7m |
| DONALD SMITH & CO., INC. | Added | +3.1m |
| Capital International Investors | New | +2.8m |
| Maple Rock Capital Partners Inc. | New | +2.7m |
| CITIGROUP INC | Added | +1.9m |
| STATE STREET CORP | Added | +1.6m |
| UBS Group AG | Added | +1.4m |
| GATE CITY CAPITAL MANAGEMENT, LLC | New | +1.3m |
Biggest sellers
| FMR LLC | Reduced | -15.9m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -3.2m |
| GOLDMAN SACHS GROUP INC | Reduced | -2.6m |
| CITADEL ADVISORS LLC | Reduced | -2.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.0m |
| MARSHALL WACE, LLP | Reduced | -1.9m |
| Bank of New York Mellon Corp | Reduced | -1.4m |
| Randolph Co Inc | Sold out | -1.4m |
| LSV ASSET MANAGEMENT | Reduced | -768.2k |
| VAN ECK ASSOCIATES CORP | Reduced | -753.2k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $49.7m2.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $43.5m2.1m shares |
| Rokos Capital Management LLP | New | $43.4m2.0m shares |
| JANE STREET GROUP, LLC | Added | $27.1m1.3m shares |
| GROUP ONE TRADING LLC | Added | $22.0m1.0m shares |
| Point72 Asset Management, L.P. | Added | $21.2m998.3k shares |
| IMC-Chicago, LLC | Reduced | $20.0m944.8k shares |
| CITIGROUP INC | Added | $19.8m935.9k shares |
| Thomist Capital Management, LP | New | $10.6m500.0k shares |
| Squarepoint Ops LLC | Added | $8.7m409.4k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $87.2m4.1m shares |
| CITADEL ADVISORS LLC | Reduced | $53.3m2.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $47.3m2.2m shares |
| IMC-Chicago, LLC | Added | $28.6m1.4m shares |
| Point72 Asset Management, L.P. | Added | $21.0m989.7k shares |
| GROUP ONE TRADING LLC | Added | $13.0m614.7k shares |
| UBS Group AG | Added | $10.9m515.6k shares |
| SIMPLEX TRADING, LLC | Added | $10.5m494.2k shares |
| Squarepoint Ops LLC | Added | $9.6m453.9k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $8.1m384.4k 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 since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 2 | $6.3m | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $17.5k | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $508.8k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-19 | Precourt Walter F. III SVP - Chief Admin Officer | Sold | $508.8k23.0k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 24.8m $524.5m | Added +1.1m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 20.7m $439.6m | Added +109.3k |
| AQR CAPITAL MANAGEMENT LLC 0.14% of their portfolio | 18.3m $387.6m | Added +7.4m |
| STATE STREET CORP 0.01% of their portfolio | 15.0m $318.7m | Added +1.6m |
| Invesco Ltd. 0.02% of their portfolio | 14.9m $315.8m | Added +3.7m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 14.8m $312.8m | Reduced -546.0k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 14.4m $305.4m | Added +171.4k |
| FMR LLC 0.01% of their portfolio | 13.2m $279.7m | Reduced -15.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 8.9m $188.7m | Added +167.6k |
| DONALD SMITH & CO., INC. 2.90% of their portfolio | 7.7m $163.7m | Added +3.1m |
| MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio | 6.6m $139.7m | Added +6.4m |
| MORGAN STANLEY 0.01% of their portfolio | 5.2m $109.2m | Added +244.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 5.1m $108.9m | Reduced -33.7k |
| Nykredit A/S 0.34% of their portfolio | 5.1m $108.3m | First filing |
| NORGES BANK 0.01% of their portfolio | 4.6m $97.2m | Not comparable |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 4.2m $88.9m | Reduced -2.6m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 4.2m $88.2m | Added +261.0k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 3.5m $73.1m | Added +588.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 3.4m $73.1m | Reduced -2.0m |
| UBS Group AG 0.01% of their portfolio | 3.3m $70.8m | Added +1.4m |
| THOMPSON SIEGEL & WALMSLEY LLC 1.13% of their portfolio | 3.0m $62.8m | Reduced -75.6k |
| Capital International Investors 0.01% of their portfolio | 2.8m $59.0m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 2.8m $58.4m | Added +221.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.7m $57.3m | Reduced -1.4m |
| Maple Rock Capital Partners Inc. 1.11% of their portfolio | 2.7m $56.8m | New |
| Allianz Asset Management GmbH 0.06% of their portfolio | 2.7m $58.1m | Added +451.6k |
| CITIGROUP INC 0.02% of their portfolio | 2.4m $50.5m | Added +1.9m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.3m $49.3m | Reduced -160.5k |
| DNB Asset Management AS 0.13% of their portfolio | 2.3m $47.8m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 2.0m $43.2m | Reduced -74.3k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.8m $37.8m | Reduced -2.4k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 1.6m $34.4m | Added +673.6k |
| Amundi 0.01% of their portfolio | 1.6m $33.4m | Added +77.8k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 1.5m $32.5m | Reduced -130.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 1.4m $29.1m | Added +706.7k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.06% of their portfolio | 1.3m $28.4m | Added +1.3m |
| GATE CITY CAPITAL MANAGEMENT, LLC 7.14% of their portfolio | 1.3m $27.5m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.2m $27.1m | Reduced -408.2k |
| SailingStone Capital Partners LLC 4.71% of their portfolio | 1.2m $25.2m | New |
| Goehring & Rozencwajg Associates, LLC 1.44% of their portfolio | 1.2m $25.0m | Added +256.7k |
| Nuveen, LLC 0.01% of their portfolio | 1.1m $24.0m | Reduced -130.1k |
| Kopernik Global Investors, LLC 1.45% of their portfolio | 1.1m $23.7m | New |
| BARCLAYS PLC 0.01% of their portfolio | 1.1m $23.0m | Added +12.2k |
| S&CO INC 1.27% of their portfolio | 1.0m $22.1m | Added +77.1k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 1.0m $21.8m | Added +792.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 1.0m $21.3m | Added +86.2k |
| STOREBRAND ASSET MANAGEMENT AS 0.05% of their portfolio | 999.7k $21.2m | Reduced -1.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 990.0k $21.0m | Reduced -403.0k |
| Holocene Advisors, LP 0.05% of their portfolio | 984.2k $20.9m | New |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 978.5k $20.7m | Reduced -2.1m |
| ALGERT GLOBAL LLC 0.24% of their portfolio | 946.3k $20.1m | Added +681.7k |
| Susquehanna Portfolio Strategies, LLC 0.30% of their portfolio | 902.6k $19.1m | Added +208.4k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 896.6k $19.0m | Added +152.5k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 893.9k $18.9m | Added +280.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 880.1k $18.6m | Reduced -72.7k |
| BW Gestao de Investimentos Ltda. 0.45% of their portfolio | 873.1k $18.5m | New |
| IEQ CAPITAL, LLC 0.08% of their portfolio | 868.5k $18.4m | Added +494.6k |
| Cerity Partners LLC 0.02% of their portfolio | 867.4k $18.4m | Added +264.5k |
| AEGIS FINANCIAL CORP 2.86% of their portfolio | 853.6k $18.1m | Unchanged |
| Squarepoint Ops LLC 0.03% of their portfolio | 845.0k $17.9m | Reduced -583.3k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 817.8k $17.3m | Reduced -753.2k |
| LSV ASSET MANAGEMENT 0.03% of their portfolio | 780.7k $16.5m | Reduced -768.2k |
| Terril Brothers, Inc. 4.17% of their portfolio | 762.3k $16.2m | Reduced -10.3k |
| MANAGED ASSET PORTFOLIOS, LLC 1.84% of their portfolio | 761.3k $16.1m | Added +33.1k |
| Legal & General Group Plc 0.00% of their portfolio | 760.3k $16.1m | Added +127.8k |
| IMC-Chicago, LLC 0.15% of their portfolio | 758.2k $16.1m | Added +240.9k |
| Quantinno Capital Management LP 0.02% of their portfolio | 752.0k $15.9m | Added +398.2k |
| Caisse de depot et placement du Quebec 0.02% of their portfolio | 742.0k $15.7m | Reduced -456.5k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 711.5k $15.1m | New |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 710.9k $15.1m | Reduced -9.4k |
| SG Americas Securities, LLC 0.01% of their portfolio | 703.6k $14.9m | Added +248.2k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.20% of their portfolio | 700.0k $14.8m | Added +170.0k |
| FOUNDATION RESOURCE MANAGEMENT INC 1.71% of their portfolio | 694.9k $14.7m | Added +11.1k |
| Mariner, LLC 0.01% of their portfolio | 664.2k $14.1m | Added +348.0k |
| M&G PLC 0.07% of their portfolio | 658.0k $13.8m | Added +263.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 639.6k $13.6m | Added +49.0k |
| Swiss National Bank 0.01% of their portfolio | 637.1k $13.5m | Added +8.8k |
| HighTower Advisors, LLC 0.01% of their portfolio | 620.3k $13.1m | Added +603.3k |
| Woodline Partners LP 0.04% of their portfolio | 617.1k $13.1m | New |
| GROUP ONE TRADING LLC 0.37% of their portfolio | 607.9k $12.9m | Added +244.8k |
| COLRAIN CAPITAL LLC 4.13% of their portfolio | 576.2k $12.2m | Added +76.1k |
| California Public Employees Retirement System 0.01% of their portfolio | 544.0k $11.5m | Added +150.3k |
| Newport Trust Company, LLC 0.03% of their portfolio | 529.2k $11.2m | Reduced -39.7k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.17% of their portfolio | 494.5k $10.5m | Added +98.1k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 482.8k $10.2m | Added +58.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 433.3k $9.2m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 425.6k $9.0m | Reduced -2.2k |
| Creative Planning 0.01% of their portfolio | 415.1k $8.8m | Added +209.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 403.6k $8.6m | Reduced -12.3k |
| COHEN & STEERS, INC. 0.01% of their portfolio | 389.9k $8.3m | Reduced -273.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 389.7k $8.3m | Reduced -11.7k |
| ABBINGTON INVESTMENT GROUP 5.14% of their portfolio | 381.3k $8.1m | Added +35 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 368.2k $7.8m | Added +1.7k |
| Sage Capital Advisors,llc 1.57% of their portfolio | 357.3k $7.6m | Reduced -3.3k |
| Lighthouse Investment Partners, LLC 0.23% of their portfolio | 356.4k $7.6m | Added +303.5k |
| CWA Asset Management Group, LLC 0.23% of their portfolio | 354.3k $7.5m | Added +342.3k |
| Swedbank AB 0.01% of their portfolio | 343.2k $7.3m | Reduced -29.9k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 332.1k $7.0m | Added +279.4k |
| Titan Wealth (CI) Ltd 2.52% of their portfolio | 319.9k $6.8m | Added +95.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 314.1k $8.0m | Reduced -28.7k |