The Mosaic Company
US ˙ NYSE ˙ US61945C1036

SecurityMOS / The Mosaic Company
InstitutionMorgan Stanley
Latest Disclosed Ownership4,908,563 shares
Latest Disclosed Value $ 125,168,405
Morgan Stanley reports 0.95% decrease in ownership of MOS / The Mosaic Company

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 4,908,563 shares of The Mosaic Company (US:MOS) valued at $125,168,356 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 4,955,715 shares of The Mosaic Company. This represents a change in shares of -0.95% during the quarter. The current value of the position is $112,406,093 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)
2026-05-15 2026-03-31 13F MOSAIC COM 61945C103 4,908,563 -47,152 -0.95 125,168 4.85 0.0075
2026-05-27 2025-12-31 13F/A-1 MOSAIC CO COM 61945C103 4,955,715 -248,300 -4.77 119,383 -33.85 0.0071
2026-02-13 2025-12-31 13F MOSAIC CO COM 61945C103 4,955,715 -248,300 119,383 0.0071
2026-05-27 2025-09-30 13F/A-1 MOSAIC CO COM 61945C103 5,204,015 -136,690 -2.56 180,475 -7.37 0.0109
2025-11-14 2025-09-30 13F MOSAIC CO COM 61945C103 5,204,015 -136,690 180,475 0.0109
2025-08-15 2025-06-30 13F MOSAIC CO COM 61945C103 5,340,705 61,336 1.16 194,829 36.63 0.0127
2025-05-15 2025-03-31 13F MOSAIC CO COM 61945C103 5,279,369 661,080 14.31 142,596 25.62 0.0102
2025-05-15 2024-12-31 13F/A-1 MOSAIC CO COM 61945C103 4,618,289 -52,981 -1.13 113,518 -9.26 0.0080
2025-02-14 2024-12-31 13F MOSAIC CO COM 61945C103 4,618,289 -52,981 113,518 0.0080
2025-05-14 2024-09-30 13F/A-2 MOSAIC CO COM 61945C103 4,671,270 137,059 3.02 125,097 -4.53 0.0091
2025-02-14 2024-09-30 13F/A-1 MOSAIC CO COM 61945C103 4,671,270 137,059 125,097 0.0091
2024-11-14 2024-09-30 13F MOSAIC CO COM 61945C103 4,671,270 137,059 125,097 0.0091
2025-05-14 2024-06-30 13F/A-2 MOSAIC CO COM 61945C103 4,534,211 -1,114,167 -19.73 131,039 -28.53 0.0101
2024-10-17 2024-06-30 13F/A-1 MOSAIC CO COM 61945C103 4,534,211 -1,114,167 131,039 0.0101
2024-08-14 2024-06-30 13F MOSAIC CO COM 61945C103 4,534,211 -1,114,167 131,039 0.0101
2024-10-17 2024-03-31 13F/A-2 MOSAIC CO COM 61945C103 5,648,378 1,404,857 33.11 183,346 20.92 0.0147
2024-08-16 2024-03-31 13F/A-1 MOSAIC CO COM 61945C103 5,648,378 1,404,857 183,346 0.0147
2024-05-15 2024-03-31 13F MOSAIC CO COM 61945C103 5,648,378 1,404,857 183,346 0.0147
2024-08-16 2023-12-31 13F/A-1 MOSAIC CO COM 61945C103 4,243,521 -1,090,207 -20.44 151,621 -20.15 0.0134
2024-02-13 2023-12-31 13F MOSAIC CO COM 61945C103 4,243,521 -1,090,207 151,621 0.0134
2023-11-15 2023-09-30 13F MOSAIC CO COM 61945C103 5,333,728 -140,308 -2.56 189,881 -0.89 0.0193
2023-08-14 2023-06-30 13F MOSAIC CO COM 61945C103 5,474,036 -220,661 -3.87 191,591 -26.67 0.0189
2023-05-15 2023-03-31 13F MOSAIC CO COM 61945C103 5,694,697 854,119 17.64 261,273 23.03 0.0280
2023-02-14 2022-12-31 13F MOSAIC CO COM 61945C103 4,840,578 85,994 1.81 212,356 -7.59 0.0241
2022-11-14 2022-09-30 13F MOSAIC CO COM 61945C103 4,754,584 -456,292 -8.76 229,789 -6.63 0.0313
2022-10-27 2022-06-30 13F/A-1 MOSAIC CO COM 61945C103 5,210,876 1,782,414 51.99 246,112 7.95 0.0319
2022-08-15 2022-06-30 13F MOSAIC CO COM 61945C103 5,210,876 1,782,414 246,112 0.0319
2022-10-27 2022-03-31 13F/A-1 MOSAIC CO COM 61945C103 3,428,462 301,614 9.65 227,993 85.58 0.0307
2022-05-13 2022-03-31 13F MOSAIC CO COM 61945C103 3,428,462 301,614 227,993 0.0307
2022-02-14 2021-12-31 13F MOSAIC CO COM 61945C103 3,126,848 323,425 11.54 122,854 22.68 0.0152
2021-11-15 2021-09-30 13F MOSAIC CO COM 61945C103 2,803,423 -564,989 -16.77 100,138 -6.84 0.0135
2021-08-23 2021-06-30 13F/A-1 MOSAIC CO COM 61945C103 3,368,412 403,397 13.61 107,485 14.68 0.0142
2021-08-16 2021-06-30 13F MOSAIC CO COM 61945C103 3,368,412 403,397 107,485 0.0029
2021-05-17 2021-03-31 13F MOSAIC CO COM 61945C103 2,965,015 457,295 18.24 93,724 62.43 0.0138
2021-02-16 2020-12-31 13F MOSAIC CO COM 61945C103 2,507,720 1,003,221 66.68 57,702 109.92 0.0089
2020-11-13 2020-09-30 13F MOSAIC CO COM 61945C103 1,504,499 170,460 12.78 27,488 64.72 0.0053
2020-08-14 2020-06-30 13F MOSAIC CO COM 61945C103 1,334,039 135,412 11.30 16,688 28.69 0.0037
2020-05-26 2020-03-31 13F/A-1 MOSAIC CO COM 61945C103 1,198,627 190,267 18.87 12,968 -40.57 0.0035
2020-05-15 2020-03-31 13F MOSAIC CO COM 61945C103 1,198,627 190,267 12,968 996.2127
2020-02-14 2019-12-31 13F MOSAIC CO COM 61945C103 1,008,360 281,307 38.69 21,820 46.38 0.0051
2019-11-14 2019-09-30 13F MOSAIC CO COM 61945C103 727,053 -243,597 -25.10 14,906 -38.65 0.0039
2019-08-14 2019-06-30 13F MOSAIC CO COM 61945C103 970,650 75,711 8.46 24,295 -0.60 0.0065
2019-05-15 2019-03-31 13F MOSAIC CO COM 61945C103 894,939 -1,355,951 -60.24 24,441 -62.83 0.0069
2019-02-14 2018-12-31 13F MOSAIC CO COM 61945C103 2,250,890 -477,062 -17.49 65,749 -25.80 0.0197
2019-04-23 2018-09-30 13F/A-2 MOSAIC CO COM 61945C103 2,727,952 1,067,505 64.29 88,605 90.24 0.0222
2018-11-20 2018-09-30 13F/A-1 MOSAIC CO COM 61945C103 2,727,952 0 88,605 0.0222
2018-11-14 2018-09-30 13F MOSAIC CO COM 61945C103 2,727,952 1,067,505 88,605
2019-04-23 2018-06-30 13F/A-1 MOSAIC CO COM 61945C103 1,660,447 -1,387,940 -45.53 46,575 -37.07 0.0126
2018-08-14 2018-06-30 13F MOSAIC CO COM 61945C103 1,660,447 -1,387,940 46,575
2019-04-23 2018-03-31 13F/A-1 MOSAIC CO COM 61945C103 3,048,387 977,067 47.17 74,014 39.25 0.0205
2018-05-14 2018-03-31 13F MOSAIC CO COM 61945C103 3,048,387 977,067 74,014
2019-04-23 2017-12-31 13F/A-1 MOSAIC CO COM 61945C103 2,071,320 -726,203 -25.96 53,150 -12.00 0.0145
2018-02-14 2017-12-31 13F MOSAIC CO COM 61945C103 2,071,320 -726,203 53,150
2017-11-14 2017-09-30 13F MOSAIC CO COM 61945C103 2,797,523 -503,061 -15.24 60,399 -19.85 0.0181
2017-08-11 2017-06-30 13F MOSAIC CO COM 61945C103 3,300,584 -1,825,025 -35.61 75,353 -49.62 0.0228
2017-05-22 2017-03-31 13F/A-1 MOSAIC CO COM 61945C103 5,125,609 262,749 5.40 149,565 4.87 0.0460
2017-05-12 2017-03-31 13F MOSAIC CO COM 61945C103 5,125,609 149,565
2017-02-22 2016-12-31 13F/A-1 MOSAIC CO COM 61945C103 4,862,860 -974,063 -16.69 142,626 -0.10 0.0467
2017-02-13 2016-12-31 13F MOSAIC CO COM 61945C103 4,862,860 142,626
2016-11-10 2016-09-30 13F MOSAIC CO COM 61945C103 5,836,923 4,082,006 232.60 142,772 210.75 0.0488
2016-08-12 2016-06-30 13F MOSAIC CO COM 61945C103 1,754,917 115,641 7.05 45,945 3.81 0.0166
2016-05-12 2016-03-31 13F MOSAIC CO COM 61945C103 1,639,276 296,860 22.11 44,260 19.50 0.0170
2016-02-09 2015-12-31 13F MOSAIC CO COM 61945C103 1,342,416 -1,985,986 -59.67 37,037 -64.23 0.0134
2016-02-08 2015-09-30 13F/A-1 MOSAIC CO COM 61945C103 3,328,402 2,026,972 155.75 103,548 69.83 0.0383
2015-11-09 2015-09-30 13F MOSAIC CO COM 61945C103 3,328,402 103,548
2015-08-12 2015-06-30 13F MOSAIC CO COM 61945C103 1,301,430 -309,370 -19.21 60,972 -17.82 0.0211
2015-05-14 2015-03-31 13F MOSAIC CO COM 61945C103 1,610,800 101,828 6.75 74,194 7.71 0.0273
2015-02-13 2014-12-31 13F MOSAIC CO COM 61945C103 1,508,972 167,321 12.47 68,885 15.61 0.0252
2014-12-16 2014-09-30 13F/A-1 MOSAIC CO COM 61945C103 1,341,651 -1,015,620 -43.08 59,584 -49.45 0.0229
2014-11-14 2014-09-30 13F MOSAIC CO COM 61945C103 1,341,651 59,584
2014-05-13 2014-03-31 13F MOSAIC CO COM 61945C103 2,357,271 -323,452 -12.07 117,864 -6.99 0.0494
2014-02-13 2013-12-31 13F MOSAIC CO COM 61945C103 2,680,723 -1,488,588 -35.70 126,718 -29.35 0.0539
2013-11-13 2013-09-30 13F MOSAIC CMPANY COM 61945C103 4,169,311 1,087,440 35.29 179,363 8.16 0.0848
2013-08-08 2013-06-30 13F MOSAIC CMPANY COM 61945C103 3,081,871 3,081,871 165,835 0.0837
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.