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MOS — Mosaic Co Institutional Holders · Q3 2026

Who owns Mosaic Co (MOS)? 23 institutions reported holding $3.74M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ridgewood Investments LLC ($1.3M), GAMMA Investing LLC ($464,609), Hickory Point Bank & Trust ($409,185).

RankInstitutionValueSharesChange
1Ridgewood Investments LLC$1.3M61,736Added
2GAMMA Investing LLC$464,60921,460Added
3Hickory Point Bank & Trust$409,18518,900Added
4Plan A Wealth LLC$348,69316,105Added
5Farther Finance Advisors, LLC$332,36015,352Added
6Investors Research Corp$219,20610,125Hold
7RIVERSEDGE ADVISORS, LLC$200,9129,280New
8Byrne Asset Management LLC$156,2387,250Trimmed
9CX Institutional$132,0006,097Added
10Versant Capital Management, Inc$81,6213,770Added
11CoreCap Advisors, LLC$22,2301,026Trimmed
12Grove Bank & Trust$9,591443Hold
13ELEVATION WEALTH PARTNERS, LLC$7,838362Trimmed
14Roxbury Financial LLC$7,306337Added
15MassMutual Private Wealth & Trust, FSB$4,265197Added
16GILPIN WEALTH MANAGEMENT, LLC$2,728126New
17Marquette Asset Management, LLC$88841New
18Planning Strategies Inc.$41119Added
19Trust Co$21710Hold
20Quintet Private Bank (Europe) S.A.$00Exited
21PKO BP BANKOWY Universal Pension Society JSC$00Exited
22Wealth Enhancement Trust Services, Inc.$00Exited
23Dorato Capital Management$00Exited

Source: SEC Form 13F filings · as of 2026-09-30