Filing Research | MOS - MOSAIC CO (THE) Institutional Holdings

Snapshot holdings

50 / 149 loaded

#		Instrument	quantity
1	TERRIL BROTHERS, INC.	Shares	762.3KSH	$16.2M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	494.5KSH	$10.5M
3	Sage Capital Advisors,llc	Shares	357.3KSH	$7.6M
4	CWA Asset Management Group, LLC	Shares	354.3KSH	$7.5M
5	Swedbank AB	Shares	343.2KSH	$7.3M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	287.3KSH	$5.5M
7	Fideuram Asset Management (Ireland) dac	Shares	150.6KSH	$3.7M
8	Assenagon Asset Management S.A.	Shares	166.1KSH	$3.5M
9	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	151.7KSH	$3.2M
10	Police & Firemen's Retirement System of New Jersey	Shares	142.3KSH	$3.0M
11	CREDIT INDUSTRIEL ET COMMERCIAL	PUT	100.0KSH	$2.1M
12	Czech National Bank	Shares	90.5KSH	$1.9M
13	FIRST CITIZENS BANK & TRUST CO	Shares	89.2KSH	$1.9M
14	Merit Financial Group, LLC	Shares	81.6KSH	$1.7M
15	Envestnet Portfolio Solutions, Inc.	Shares	79.8KSH	$1.7M
16	Abundance Wealth Counselors	Shares	76.2KSH	$1.6M
17	Mirae Asset Global Investments Co., Ltd.	Shares	74.1KSH	$1.6M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	70.2KSH	$1.5M
19	Catalyst Capital Advisors LLC	Shares	67.3KSH	$1.4M
20	Murphy Pohlad Asset Management LLC	Shares	60.8KSH	$1.3M
21	GUIDANCE CAPITAL, INC	Shares	48.1KSH	$1.1M
22	BANQUE PICTET & CIE SA	CALL	50.0KSH	$1.1M
23	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	49.7KSH	$1.1M
24	IFP Advisors, Inc	Shares	44.3KSH	$938.8K
25	CARY STREET PARTNERS FINANCIAL LLC	Shares	40.3KSH	$853.3K
26	Oak Thistle LLC	Shares	40.2KSH	$851.6K
27	Sequoia Financial Advisors, LLC	Shares	34.0KSH	$721.3K
28	NorthCrest Asset Manangement, LLC	Shares	31.2KSH	$648.4K
29	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	29.4KSH	$623.7K
30	INDEPENDENT FINANCIAL GROUP, LLC	Shares	29.0KSH	$613.8K
31	Unison Advisors LLC	Shares	28.7KSH	$609.1K
32	Revisor Wealth Management LLC	Shares	24.7KSH	$523.0K
33	Crossmark Global Holdings, Inc.	Shares	24.5KSH	$519.1K
34	Sylvest Advisors, LLC	Shares	24.4KSH	$516.2K
35	OLD NATIONAL BANCORP /IN/	Shares	24.3KSH	$514.3K
36	MIZUHO SECURITIES USA LLC	Shares	19.2KSH	$489.3K
37	Uncommon Cents Investing LLC	Shares	22.3KSH	$473.4K
38	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	21.9KSH	$466.0K
39	Apollon Wealth Management, LLC	Shares	21.9KSH	$464.6K
40	ADAMS NATURAL RESOURCES FUND, INC.	Shares	21.2KSH	$449.2K
41	Sowell Financial Services LLC	Shares	21.0KSH	$445.3K
42	J.W. COLE ADVISORS, INC.	Shares	20.3KSH	$430.5K
43	PKO BP BANKOWY Universal Pension Society JSC	Shares	20.0KSH	$423.8K
44	Cardinal Point Capital Management ULC	Shares	19.5KSH	$413.2K
45	PFG Investments, LLC	Shares	18.9KSH	$401.5K
46	EverSource Wealth Advisors, LLC	Shares	18.8KSH	$398.9K
47	Hickory Point Bank & Trust	Shares	18.5KSH	$392.0K
48	HARTFORD INVESTMENT MANAGEMENT CO	Shares	17.6KSH	$372.2K
49	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	17.2KSH	$364.4K
50	Louisiana State Employees Retirement System	Shares	16.2KSH	$343.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 175 loaded

#		Instrument
1	CWA Asset Management Group, LLC added	Shares	+342.3K	+$7.2M	$7.5M
2	Fideuram Asset Management (Ireland) dac added	Shares	+119.3K	+$2.8M	$3.7M
3	Assenagon Asset Management S.A. added	Shares	+113.3K	+$2.2M	$3.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+139.5K	+$2.0M	$5.5M
5	Abundance Wealth Counselors added	Shares	+41.2K	+$722.0K	$1.6M
6	Murphy Pohlad Asset Management LLC added	Shares	+32.2K	+$559.7K	$1.3M
7	Merit Financial Group, LLC added	Shares	+33.8K	+$509.1K	$1.7M
8	Apollon Wealth Management, LLC new	Shares	+21.9K	+$464.6K	$464.6K
9	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+98.1K	+$369.1K	$10.5M
10	NorthCrest Asset Manangement, LLC added	Shares	+17.2K	+$280.1K	$648.4K
11	Sunpointe, LLC new	Shares	+13.2K	+$278.8K	$278.8K
12	MISSION WEALTH MANAGEMENT, LP new	Shares	+11.2K	+$236.9K	$236.9K
13	Independent Wealth Network Inc. new	Shares	+11.0K	+$233.0K	$233.0K
14	J.W. COLE ADVISORS, INC. added	Shares	+12.4K	+$229.8K	$430.5K
15	RFG Advisory, LLC new	Shares	+10.7K	+$227.3K	$227.3K
16	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+14.7K	+$200.5K	$853.3K
17	Sequoia Financial Advisors, LLC added	Shares	+12.3K	+$165.9K	$721.3K
18	Curated Wealth Partners LLC new	Shares	+15.2K	+$162.8K	$162.8K
19	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+8.3K	+$136.3K	$364.4K
20	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+9.0K	+$123.6K	$466.0K
21	PFG Investments, LLC added	Shares	+6.7K	+$88.5K	$401.5K
22	CREDIT INDUSTRIEL ET COMMERCIAL added	Shares	+7.4K	+$62.4K	$623.7K
23	Corecam Pte. Ltd. added	Shares	+4.7K	+$61.5K	$283.1K
24	True Wealth Design, LLC added	Shares	+2.1K	+$37.8K	$82.1K
25	Sowell Financial Services LLC added	Shares	+4.9K	+$33.9K	$445.3K
26	GUIDANCE CAPITAL, INC added	Shares	+2.5K	+$23.4K	$1.1M
27	Wealth Enhancement Trust Services, Inc. new	Shares	+1.0K	+$21.7K	$21.7K
28	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.9K	+$20.2K	$136.7K
29	Byrne Asset Management LLC added	Shares	+2.0K	+$9.8K	$199.0K
30	SIGNATUREFD, LLC added	Shares	+922	+$8.0K	$76.5K
31	Bogart Wealth, LLC added	Shares	+307	+$6.3K	$7.7K
32	Vermillion Wealth Management, Inc. added	Shares	+170	+$3.5K	$4.1K
33	Ares Financial Consulting, LLC added	Shares	+170	+$3.4K	$4.4K
34	WEST PACES ADVISORS INC. new	Shares	+80	+$1.7K	$1.7K
35	Quintet Private Bank (Europe) S.A. new	Shares	+54	+$1.1K	$1.1K
36	Creative Capital Management Investments LLC new	Shares	+49	+$1.0K	$1.0K
37	Versant Capital Management, Inc added	Shares	+446	+$1.0K	$50.9K
38	FINANCIAL CONSULATE, INC new	Shares	+44	+$933	$933
39	Physician Wealth Advisors, Inc. added	Shares	+47	+$914	$1.4K
40	HIGHLINE WEALTH PARTNERS LLC added	Shares	+26	+$546	$572
41	WestEnd Advisors, LLC new	Shares	+18	+$381	$381
42	Polianta Ltd added	Shares	+22.4K	+$235	$1.7K
43	Hughes Financial Services, LLC added	Shares	+10	+$203	$254
44	Owl Creek Wealth Partners LLC added	Shares	+25	+$163	$2.3K
45	Darwin Wealth Management, LLC new	Shares	0	+$5	$5
46	MIZUHO SECURITIES USA LLC unchanged	Shares	0	$0	$489.3K
47	WEST MICHIGAN ADVISORS, LLC unchanged	Shares	0	$0	$314.7K
48	Capital Advisors, Ltd. LLC trimmed	Shares	-17	-$3	$12
49	Quaker Wealth Management, LLC exited	Shares	-1	-$26	$0
50	CX Institutional trimmed	Shares	-850	-$41	$95

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