The Mosaic Company
US ˙ NYSE ˙ US61945C1036

SecurityMOS / The Mosaic Company
InstitutionCreative Planning
Latest Disclosed Ownership205,731 shares
Latest Disclosed Value $ 5,246,135
Creative Planning reports 114.62% increase in ownership of MOS / The Mosaic Company

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 205,731 shares of The Mosaic Company (US:MOS) valued at $5,246,140 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 95,860 shares of The Mosaic Company. This represents a change in shares of 114.62% during the quarter. The current value of the position is $4,793,532 USD.

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.

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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)
2026-05-12 2026-03-31 13F MOSAIC COM 61945C103 205,731 109,871 114.62 5,246 127.20 0.0036
2026-02-17 2025-12-31 13F MOSAIC CO COM 61945C103 95,860 3,576 3.87 2,309 -27.84 0.0017
2025-11-14 2025-09-30 13F MOSAIC CO COM 61945C103 92,284 55,433 150.42 3,200 138.10 0.0024
2025-08-08 2025-06-30 13F MOSAIC CO COM 61945C103 36,851 10,463 39.65 1,344 88.76 0.0011
2025-05-15 2025-03-31 13F MOSAIC CO COM 61945C103 26,388 -12,841 -32.73 713 -26.14 0.0007
2025-02-14 2024-12-31 13F MOSAIC CO COM 61945C103 39,229 8,464 27.51 964 17.13 0.0009
2024-10-11 2024-09-30 13F MOSAIC CO COM 61945C103 30,765 6,278 25.64 824 16.41 0.0008
2024-08-15 2024-06-30 13F MOSAIC CO COM 61945C103 24,487 7,772 46.50 708 30.44 0.0008
2024-05-13 2024-03-31 13F MOSAIC CO COM 61945C103 16,715 -2,808 -14.38 543 -22.24 0.0006
2024-02-14 2023-12-31 13F MOSAIC CO COM 61945C103 19,523 -4,360 -18.26 698 -18.00 0.0013
2023-11-16 2023-09-30 13F MOSAIC CO COM 61945C103 23,883 -1,337 -5.30 850 -3.63 0.0011
2023-07-21 2023-06-30 13F MOSAIC CO COM 61945C103 25,220 789 3.23 883 -21.25 0.0012
2023-05-15 2023-03-31 13F MOSAIC CO COM 61945C103 24,431 12,744 109.04 1,121 118.75 0.0016
2023-02-10 2022-12-31 13F MOSAIC CO COM 61945C103 11,687 389 3.44 513 -6.23 0.0008
2022-11-03 2022-09-30 13F MOSAIC CO COM 61945C103 11,298 1,674 17.39 546 20.00 0.0009
2022-08-15 2022-06-30 13F MOSAIC CO COM 61945C103 9,624 3,036 46.08 455 3.88 0.0007
2022-05-16 2022-03-31 13F MOSAIC CO COM 61945C103 6,588 46 0.70 438 70.43 0.0007
2022-02-11 2021-12-31 13F MOSAIC CO COM 61945C103 6,542 6,542 257 0.0004
2021-08-04 2021-06-30 13F CreativePlanning COM 61945C103 0 -8,028 -100.00 0 -100.00
2021-04-30 2021-03-31 13F CreativePlanning COM 61945C103 8,028 8,028 254 0.0005
2021-01-29 2020-12-31 13F MOSAIC CO COM 61945C103 0 -12,539 -100.00 0 -100.00
2020-11-05 2020-09-30 13F MOSAIC CO COM 61945C103 12,539 1,695 15.63 229 68.38 0.0006
2020-07-23 2020-06-30 13F MOSAIC CO COM 61945C103 10,844 10,844 136 0.0004
2019-11-01 2019-09-30 13F MOSAIC CO COM 61945C103 0 -8,848 -100.00 0 -100.00
2019-07-26 2019-06-30 13F MOSAIC CO COM 61945C103 8,848 -156 -1.73 221 -10.16 0.0007
2019-04-24 2019-03-31 13F MOSAIC CO COM 61945C103 9,004 -58 -0.64 246 -7.17 0.0009
2019-02-12 2018-12-31 13F/A-1 MOSAIC CO COM 61945C103 9,062 -306 -3.27 265 -12.83 0.0011
2019-02-01 2018-12-31 13F MOSAIC CO COM 61945C103 9,062 -306 265
2018-10-25 2018-09-30 13F MOSAIC CO COM 61945C103 9,368 -61 -0.65 304 15.15 0.0011
2018-07-20 2018-06-30 13F MOSAIC CO COM 61945C103 9,429 -138 -1.44 264 13.79 0.0010
2018-04-18 2018-03-31 13F MOSAIC CO COM 61945C103 9,567 -1,129 -10.56 232 -15.33 0.0009
2018-01-17 2017-12-31 13F MOSAIC CO COM 61945C103 10,696 10,696 274 0.0012
2017-10-17 2017-09-30 13F MOSAIC CO COM 61945C103 0 -15,106 -100.00 0 -100.00
2017-07-12 2017-06-30 13F MOSAIC CO COM 61945C103 15,106 5,034 49.98 345 17.35 0.0017
2017-04-07 2017-03-31 13F MOSAIC CO COM 61945C103 10,072 3,968 65.01 294 64.25 0.0016
2017-01-09 2016-12-31 13F MOSAIC CO COM 61945C103 6,104 -3,732 -37.94 179 -25.73 0.0011
2016-10-12 2016-09-30 13F MOSAIC CO COM 61945C103 9,836 2,420 32.63 241 24.23 0.0015
2016-07-12 2016-06-30 13F MOSAIC CO COM 61945C103 7,416 2,323 45.61 194 40.58 0.0014
2016-04-08 2016-03-31 13F MOSAIC CO COM 61945C103 5,093 -465 -8.37 138 -9.80 0.0011
2016-01-11 2015-12-31 13F MOSAIC CO COM 61945C103 5,558 1,214 27.95 153 13.33 0.0013
2015-10-09 2015-09-30 13F MOSAIC CO COM 61945C103 4,344 4,344 0.00 135 0.0012
2015-07-09 2015-06-30 13F MOSAIC CO COM 61945C103 0 -4,896 -100.00 0 -100.00
2015-04-13 2015-03-31 13F MOSAIC CO COM 61945C103 4,896 4,896 0.00 226 0.0021
2015-01-29 2014-12-31 13F MOSAIC CO COM 61945C103 0 -4,158 -100.00 0 -100.00
2014-10-10 2014-09-30 13F MOSAIC CO COM 61945C103 4,158 813 24.30 185 12.12 0.0021
2014-08-20 2014-06-30 13F MOSAIC CO COM 61945C103 3,345 -383 -10.27 165 -11.29 0.0021
2014-04-11 2014-03-31 13F MOSAIC CO COM 61945C103 3,728 -1,724 -31.62 186 -27.91 0.0028
2014-01-06 2013-12-31 13F MOSAIC CO COM 61945C103 5,452 7 0.13 258 10.26 0.0044
2013-10-10 2013-09-30 13F MOSAIC CO COM 61945C103 5,445 150 2.83 234 -17.89 0.0046
2013-07-09 2013-06-30 13F MOSAIC CO COM 61945C103 5,295 5,295 285 0.0066
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.