The Mosaic Company
US ˙ NYSE ˙ US61945C1036

SecurityMOS / The Mosaic Company
InstitutionSei Investments Co
Latest Disclosed Ownership698,913 shares
Latest Disclosed Value $ 16,835,342
Sei Investments Co reports 34.14% increase in ownership of MOS / The Mosaic Company

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 698,913 shares of The Mosaic Company (US:MOS) valued at $16,836,814 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 521,032 shares of The Mosaic Company. This represents a change in shares of 34.14% during the quarter. The current value of the position is $16,284,673 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)
2026-02-13 2025-12-31 13F MOSAIC CO COM 61945C103 698,913 177,881 34.14 16,835 -6.83 0.0166
2025-11-13 2025-09-30 13F MOSAIC CO COM 61945C103 521,032 230,876 79.57 18,069 70.72 0.0194
2025-08-14 2025-06-30 13F MOSAIC CO COM 61945C103 290,156 44,039 17.89 10,584 59.21 0.0123
2025-05-14 2025-03-31 13F/A-1 MOSAIC CO COM 61945C103 246,117 102,268 71.09 6,648 88.06 0.0086
2025-05-13 2025-03-31 13F MOSAIC CO COM 61945C103 165,906 22,057 4,313 0.0047
2025-02-11 2024-12-31 13F MOSAIC CO COM 61945C103 143,849 -30,917 -17.69 3,535 -24.45 0.0045
2024-11-12 2024-09-30 13F MOSAIC CO COM 61945C103 174,766 -2,856 -1.61 4,680 -8.84 0.0061
2024-08-13 2024-06-30 13F MOSAIC CO COM 61945C103 177,622 874 0.49 5,133 -10.51 0.0073
2024-05-07 2024-03-31 13F MOSAIC CO COM 61945C103 176,748 43,216 32.36 5,736 20.25 0.0084
2024-02-14 2023-12-31 13F MOSAIC CO COM 61945C103 133,532 1,765 1.34 4,770 1.71 0.0077
2023-11-14 2023-09-30 13F MOSAIC CO COM 61945C103 131,767 14,005 11.89 4,691 13.64 0.0084
2023-08-11 2023-06-30 13F MOSAIC CO COM 61945C103 117,762 -17,275 -12.79 4,127 -33.38 0.0072
2023-05-12 2023-03-31 13F MOSAIC CO COM 61945C103 135,037 16,657 14.07 6,195 19.30 0.0115
2023-02-10 2022-12-31 13F MOSAIC CO COM 61945C103 118,380 -35,660 -23.15 5,194 -30.23 0.0115
2022-11-14 2022-09-30 13F MOSAIC CO COM 61945C103 154,040 -20,752 -11.87 7,443 -10.04 0.0166
2022-08-15 2022-06-30 13F MOSAIC CO COM 61945C103 174,792 -14,702 -7.76 8,274 -34.41 0.0179
2022-05-13 2022-03-31 13F MOSAIC CO COM 61945C103 189,494 12,679 7.17 12,614 80.56 0.0254
2022-02-14 2021-12-31 13F MOSAIC CO COM 61945C103 176,815 19,809 12.62 6,986 23.54 0.0131
2021-11-12 2021-09-30 13F MOSAIC CO COM 61945C103 157,006 -32,457 -17.13 5,655 -6.48 0.0119
2021-08-06 2021-06-30 13F MOSAIC CO COM 61945C103 189,463 3,520 1.89 6,047 2.88 0.0134
2021-05-12 2021-03-31 13F MOSAIC CO COM 61945C103 185,943 55,164 42.18 5,878 95.35 0.0148
2021-02-08 2020-12-31 13F MOSAIC CO COM 61945C103 130,779 92,474 241.41 3,009 329.86 0.0078
2020-12-04 2020-09-30 13F/A-1 MOSAIC CO COM 61945C103 38,305 -3,227 -7.77 700 34.62 0.0020
2020-11-06 2020-09-30 13F MOSAIC CO COM 61945C103 38,353 -3,179 701 1,687.8521
2020-08-17 2020-06-30 13F/A-1 MOSAIC CO COM 61945C103 41,532 1,650 4.14 520 20.37 0.0016
2020-08-11 2020-06-30 13F MOSAIC CO COM 61945C103 34,465 -5,417 746 2,023.5647
2020-05-14 2020-03-31 13F MOSAIC CO COM 61945C103 39,882 5,417 15.72 432 -42.09 0.0016
2020-02-06 2019-12-31 13F MOSAIC CO COM 61945C103 34,465 -48,547 -58.48 746 -56.17 0.0022
2019-11-12 2019-09-30 13F MOSAIC CO COM 61945C103 83,012 -68,981 -45.38 1,702 -55.19 0.0044
2019-08-14 2019-06-30 13F MOSAIC CO COM 61945C103 151,993 -14,781 -8.86 3,798 -16.14 0.0124
2019-05-15 2019-03-31 13F MOSAIC CO COM 61945C103 166,774 -10,002 -5.66 4,529 -19.83 0.0152
2019-02-13 2018-12-31 13F MOSAIC CO COM 61945C103 176,776 27,837 18.69 5,649 16.76 0.0201
2018-11-08 2018-09-30 13F MOSAIC CO COM 61945C103 148,939 28,029 23.18 4,838 42.63 0.0175
2018-08-03 2018-06-30 13F MOSAIC CO COM 61945C103 120,910 53,257 78.72 3,392 106.45 0.0115
2018-05-11 2018-03-31 13F MOSAIC CO COM 61945C103 67,653 48,076 245.57 1,643 227.29 0.0063
2018-02-08 2017-12-31 13F MOSAIC CO COM 61945C103 19,577 215 1.11 502 20.10 0.0017
2017-11-06 2017-09-30 13F MOSAIC CO COM 61945C103 19,362 4,751 32.52 418 25.15 0.0015
2017-07-31 2017-06-30 13F MOSAIC CO COM 61945C103 14,611 -101,374 -87.40 334 -90.13 0.0013
2017-05-05 2017-03-31 13F MOSAIC CO COM 61945C103 115,985 22,737 24.38 3,384 23.73 0.0148
2017-02-02 2016-12-31 13F MOSAIC CO COM 61945C103 93,248 35,785 62.27 2,735 94.66 0.0132
2016-11-04 2016-09-30 13F MOSAIC CO COM 61945C103 57,463 30,147 110.36 1,405 96.78 0.0071
2016-08-11 2016-06-30 13F MOSAIC CO COM 61945C103 27,316 -2,839 -9.41 714 -12.29 0.0043
2016-05-10 2016-03-31 13F/A-1 MOSAIC CO COM 61945C103 30,155 -22,336 -42.55 814 -43.78 0.0051
2016-02-03 2015-12-31 13F MOSAIC CO COM 61945C103 52,491 13,667 35.20 1,448 19.87 0.0088
2015-11-02 2015-09-30 13F/A-1 MOSAIC CO COM 61945C103 38,824 -7,888 -16.89 1,208 -44.79 0.0111
2015-10-30 2015-09-30 13F DIREXION SHS ETF TR COM 61945C103 38,824 1,209
2015-08-07 2015-06-30 13F/A-1 MOSAIC CO COM 61945C103 46,712 3,102 7.11 2,188 9.02 0.0198
2015-08-04 2015-06-30 13F MOSAIC CO COM 61945C103 46,712 3,102 2,188 0.0198
2015-05-14 2015-03-31 13F/A-1 MOSAIC CO COM 61945C103 43,610 34 0.08 2,007 0.96 0.0174
2015-05-01 2015-03-31 13F MOSAIC CO COM 61945C103 43,610 2,007
2015-02-10 2014-12-31 13F MOSAIC CO COM 61945C103 43,576 43,576 1,988 0.0176
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.