The Mosaic Company
MX ˙ BMV ˙ US61945C1036
SecurityMX:MOS / The Mosaic Company
InstitutionAdvisors Asset Management, Inc.
Latest Disclosed Ownership14,689 shares
Latest Disclosed Value $ 374,570
Advisors Asset Management, Inc. reports 146.67% increase in ownership of MOS / The Mosaic Company

On May 15, 2026 - Advisors Asset Management, Inc. filed a 13F-HR form disclosing ownership of 14,689 shares of The Mosaic Company (MX:MOS) valued at $374,570 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 5,955 shares of The Mosaic Company. This represents a change in shares of 146.67% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F MOSAIC COM 61945C103 14,689 8,734 146.67 375 161.54 0.0062
2026-02-12 2025-12-31 13F MOSAIC CO COM 61945C103 5,955 962 19.27 143 -17.34 0.0024
2025-11-06 2025-09-30 13F MOSAIC CO COM 61945C103 4,993 4,993 173 0.0029
2024-11-08 2024-09-30 13F MOSAIC CO COM 61945C103 0 -7,218 -100.00 0 -100.00
2024-08-14 2024-06-30 13F MOSAIC CO COM 61945C103 7,218 -723 -9.10 209 -19.07 0.0041
2024-05-14 2024-03-31 13F MOSAIC CO COM 61945C103 7,941 -12,256 -60.68 258 -64.36 0.0050
2024-02-14 2023-12-31 13F MOSAIC CO COM 61945C103 20,197 -2,133 -9.55 722 -9.19 0.0147
2023-11-14 2023-09-30 13F MOSAIC CO COM 61945C103 22,330 -11,532 -34.06 795 -33.00 0.0171
2023-08-14 2023-06-30 13F MOSAIC CO COM 61945C103 33,862 -1,584 -4.47 1,185 -27.12 0.0242
2023-05-12 2023-03-31 13F MOSAIC CO COM 61945C103 35,446 -21,313 -37.55 1,626 -34.70 0.0331
2023-02-13 2022-12-31 13F MOSAIC CO COM 61945C103 56,759 295 0.52 2,490 -8.76 0.0513
2022-11-08 2022-09-30 13F MOSAIC CO COM 61945C103 56,464 -7,183 -11.29 2,729 -9.21 0.0574
2022-08-08 2022-06-30 13F MOSAIC CO COM 61945C103 63,647 6,284 10.95 3,006 -21.21 0.0570
2022-05-17 2022-03-31 13F MOSAIC CO COM 61945C103 57,363 1,942 3.50 3,815 75.24 0.0587
2022-02-15 2021-12-31 13F MOSAIC CO COM 61945C103 55,421 6,300 12.83 2,177 24.05 0.0311
2021-11-12 2021-09-30 13F MOSAIC CO COM 61945C103 49,121 136 0.28 1,755 12.28 0.0267
2021-07-30 2021-06-30 13F MOSAIC CO COM 61945C103 48,985 7,770 18.85 1,563 19.95 0.0231
2021-05-07 2021-03-31 13F MOSAIC CO COM 61945C103 41,215 7,815 23.40 1,303 69.44 0.0203
2021-02-12 2020-12-31 13F MOSAIC CO COM 61945C103 33,400 1,803 5.71 769 33.28 0.0127
2020-11-16 2020-09-30 13F MOSAIC CO COM 61945C103 31,597 3,379 11.97 577 63.46 0.0107
2020-08-12 2020-06-30 13F MOSAIC CO COM 61945C103 28,218 1,994 7.60 353 24.30 0.0069
2020-05-15 2020-03-31 13F MOSAIC CO COM 61945C103 26,224 -5,586 -17.56 284 -58.72 0.0068
2020-05-20 2019-12-31 13F/A-1 MOSAIC CO COM 61945C103 31,810 -803 -2.46 688 2.84 0.0121
2020-02-14 2019-12-31 13F MOSAIC CO COM 61945C103 31,810 -803 688 6,089.4505
2019-11-14 2019-09-30 13F MOSAIC CO COM 61945C103 32,613 -3,968 -10.85 669 -26.97 0.0123
2019-11-14 2019-06-30 13F/A-1 MOSAIC CO COM 61945C103 36,581 2,077 6.02 916 -2.76 0.0165
2019-08-14 2019-06-30 13F MOSAIC CO COM 61945C103 36,581 2,077 916
2019-05-15 2019-03-31 13F MOSAIC CO COM 61945C103 34,504 -14,388 -29.43 942 -34.03 0.0168
2019-02-06 2018-12-31 13F/A-1 MOSAIC CO COM 61945C103 48,892 -15,863 -24.50 1,428 -32.10 0.0288
2019-01-31 2018-12-31 13F MOSAIC CO COM 61945C103 48,892 -15,863 1,428
2018-11-15 2018-09-30 13F MOSAIC CO COM 61945C103 64,755 -10,290 -13.71 2,103 -0.10 0.0344
2018-08-22 2018-06-30 13F/A-1 MOSAIC CO COM 61945C103 75,045 -169,428 -69.30 2,105 -67.29 0.0358
2018-08-15 2018-06-30 13F MOSAIC CO COM 61945C103 75,045 -169,428 2,105
2018-05-15 2018-03-31 13F MOSAIC CO COM 61945C103 244,473 -24,076 -8.97 6,435 -6.62 0.1078
2018-02-13 2017-12-31 13F MOSAIC CO COM 61945C103 268,549 -15,645 -5.51 6,891 12.30 0.1133
2017-11-07 2017-09-30 13F MOSAIC CO COM 61945C103 284,194 -177,061 -38.39 6,136 -41.73 0.1028
2017-08-02 2017-06-30 13F MOSAIC CO COM 61945C103 461,255 -11,627 -2.46 10,530 -23.69 0.1760
2017-05-02 2017-03-31 13F MOSAIC CO COM 61945C103 472,882 237,436 100.85 13,799 139.61 0.2313
2016-10-31 2016-09-30 13F MOSAIC CO COM 61945C103 235,446 84,671 56.16 5,759 45.91 0.0945
2016-08-08 2016-06-30 13F MOSAIC CO COM 61945C103 150,775 136,434 951.36 3,947 919.90 0.0640
2016-05-16 2016-03-31 13F MOSAIC CO COM 61945C103 14,341 1,336 10.27 387 7.80 0.0064
2016-02-10 2015-12-31 13F MOSAIC CO COM 61945C103 13,005 1,668 14.71 359 1.70 0.0057
2015-11-16 2015-09-30 13F MOSAIC CO COM 61945C103 11,337 783 7.42 353 -28.54 0.0056
2015-08-11 2015-06-30 13F MOSAIC CO COM 61945C103 10,554 402 3.96 494 5.56 0.0068
2015-05-13 2015-03-31 13F MOSAIC CO COM 61945C103 10,152 -1,159 -10.25 468 -9.30 0.0062
2015-02-05 2014-12-31 13F MOSAIC CO COM 61945C103 11,311 -650 -5.43 516 -2.82 0.0069
2014-11-13 2014-09-30 13F MOSAIC CO COM 61945C103 11,961 -57 -0.47 531 -10.61 0.0073
2014-08-14 2014-06-30 13F MOSAIC CO COM 61945C103 12,018 118 0.99 594 -0.17 0.0082
2014-05-15 2014-03-31 13F MOSAIC CO COM 61945C103 11,900 889 8.07 595 14.42 0.0090
2014-02-03 2013-12-31 13F MOSAIC CO COM 61945C103 11,011 -1,521 -12.14 520 -3.53 0.0084
2013-11-15 2013-09-30 13F MOSAIC CO COM 61945C103 12,532 -102 -0.81 539 -20.74 0.0096
2013-08-14 2013-06-30 13F MOSAIC CO COM 61945C103 12,634 12,634 680 0.0128
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.