Mosaic Ownership | Who Owns Mosaic?
Mosaic Ownership Summary
Mosaic is owned by 83.08% institutional investors, 0.68% insiders, and 16.25% retail investors. Vanguard group is the largest institutional shareholder, holding 12.79% of MOS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.14% of its assets in Mosaic shares.
MOS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Mosaic | 83.08% | 0.68% | 16.25% |
| Sector | Basic Materials Stocks | 53.61% | 10.31% | 36.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 41.20M | 12.79% | $1.19B |
| Blackrock | 28.28M | 8.78% | $817.40M |
| Price t rowe associates inc /md/ | 14.33M | 4.45% | $414.04M |
| State street | 14.28M | 4.43% | $412.66M |
| Capital world investors | 13.40M | 4.16% | $387.31M |
| Invesco | 10.85M | 3.37% | $313.47M |
| Geode capital management | 8.17M | 2.54% | $239.21M |
| Dimensional fund advisors lp | 6.34M | 1.97% | $183.15M |
| Northern trust | 5.34M | 1.66% | $154.36M |
| Boston partners | 5.17M | 1.60% | $149.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Foundation resource management | 632.26K | 2.60% | $15.54M |
| Managed asset portfolios | 590.65K | 2.53% | $17.07M |
| S&co | 1.18M | 2.37% | $34.01M |
| Virtus family office | 58.36K | 2.30% | $1.69M |
| Goehring & rozencwajg associates | 451.98K | 2.25% | $10.97M |
| Lipe & dalton | 123.58K | 1.92% | $3.57M |
| Stanley capital management | 296.70K | 1.75% | $8.57M |
| Donald smith | 2.08M | 1.53% | $60.21M |
| Pekin hardy strauss | 344.38K | 1.37% | $9.95M |
| Butensky & cohen financial security | 164.73K | 1.27% | $4.05M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | 5.17M | 0.19% | 3.89M |
| Norges bank | 3.74M | 0.02% | 3.74M |
| Price t rowe associates inc /md/ | 14.33M | 0.05% | 3.64M |
| Balyasny asset management | 3.65M | 0.18% | 3.62M |
| Vanguard group | 41.20M | 0.02% | 1.84M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 533.43K | 0.00% | -2.44M |
| Qube research | - | - | -2.02M |
| Two sigma investments, lp | 1.39M | 0.09% | -1.45M |
| Fmr | 241.73K | 0.00% | -1.27M |
| Morgan stanley | 4.53M | 0.01% | -1.11M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.74M | 0.02% | 3.74M | $108.13M |
| Yaupon capital management lp | 617.85K | 0.90% | 617.85K | $17.86M |
| Mmcap inc. spc | 180.59K | 0.73% | 180.59K | $5.22M |
| Lipe & dalton | 123.58K | 1.92% | 123.58K | $3.57M |
| First citizens bank & trust | 121.35K | 0.05% | 121.35K | $2.98M |
Sold Out
| Holder | Change |
|---|---|
| West branch capital | -1.00 |
| Gradient investments | -5.00 |
| Yhb investment advisors | -5.00 |
| Tfo-tdc | -10.00 |
| Opal wealth advisors | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 663 | -2.21% | 264,515,883 | -0.86% | 83 | 1.20% | 293 | -2.66% | 242 | -4.35% |
| Jun 30, 2024 | 669 | -3.18% | 266,705,282 | 1.15% | 82 | 1.24% | 296 | -6.92% | 251 | -0.40% |
| Mar 31, 2024 | 691 | -3.36% | 263,670,794 | -2.07% | 81 | 1.24% | 318 | 1.92% | 252 | -7.69% |
| Dec 31, 2023 | 715 | 2.58% | 269,250,269 | 0.51% | 81 | 1.24% | 312 | 10.25% | 273 | 3.02% |
| Sep 30, 2023 | 697 | -2.11% | 267,871,945 | -5.15% | 80 | 1.12% | 283 | -9.29% | 265 | 0.76% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 9.97M | 3.14% | 9.38K |
| Vanguard Institutional 500 Index Trust | 8.60M | 2.71% | 32.01K |
| Vanguard Small Cap Index | 8.09M | 2.55% | 50.35K |
| American Funds Washington Mutual A | 5.99M | 1.88% | - |
| Capital Group Wash Mutual Invtrs Comp | 5.99M | 1.88% | - |
| Invesco S&P 500® Equal Weight ETF | 5.61M | 1.77% | 6.12K |
| Vanguard Small Cap Value Index Inv | 5.37M | 1.69% | -65.20K |
| T. Rowe Price U.S. Value Equity Tr-Z | 5.21M | 1.64% | -3.00K |
| T. Rowe Price Value | 4.79M | 1.51% | -76.35K |
| T. Rowe Price US Value Equity Composite | 4.79M | 1.51% | -103.09K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 13, 2024 | Precourt Walter F. III | SVP - Chief Admin Officer | Sell | $176.43K |
| Aug 13, 2024 | Precourt Walter F. III | SVP - Chief Admin Officer | Sell | $36.38K |
| Aug 13, 2024 | Precourt Walter F. III | SVP - Chief Admin Officer | Sell | $13.98K |
| Aug 13, 2024 | Precourt Walter F. III | SVP - Chief Admin Officer | Sell | $113.98K |
| Aug 13, 2024 | Precourt Walter F. III | SVP - Chief Admin Officer | Sell | $549.33K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q3 | - | 16 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
MOS Ownership FAQ
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