The Mosaic Company
US ˙ NYSE ˙ US61945C1036

SecurityMOS / The Mosaic Company
InstitutionStifel Financial Corp
Latest Disclosed Ownership154,641 shares
Latest Disclosed Value $ 3,943,387
Stifel Financial Corp reports 17.70% increase in ownership of MOS / The Mosaic Company

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 154,641 shares of The Mosaic Company (US:MOS) valued at $3,943,346 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 131,385 shares of The Mosaic Company. This represents a change in shares of 17.70% during the quarter. The current value of the position is $3,541,279 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 154,641 23,256 17.70 3,943 24.58 0.0009
2026-02-13 2025-12-31 13F MOSAIC CO COM 61945C103 131,385 25,797 24.43 3,165 -13.55 0.0028
2025-11-12 2025-09-30 13F MOSAIC CO COM 61945C103 105,588 34,344 48.21 3,662 40.92 0.0033
2025-08-14 2025-06-30 13F MOSAIC CO COM 61945C103 71,244 -16,299 -18.62 2,599 9.90 0.0025
2025-05-14 2025-03-31 13F MOSAIC CO COM 61945C103 87,543 16,094 22.53 2,365 34.62 0.0025
2025-02-13 2024-12-31 13F MOSAIC CO COM 61945C103 71,449 -1,558 -2.13 1,756 -10.18 0.0018
2024-11-14 2024-09-30 13F MOSAIC CO COM 61945C103 73,007 1,266 1.76 1,955 -5.69 0.0021
2024-08-13 2024-06-30 13F MOSAIC CO COM 61945C103 71,741 2,263 3.26 2,073 -8.07 0.0023
2024-05-14 2024-03-31 13F MOSAIC CO COM 61945C103 69,478 1,544 2.27 2,255 -7.09 0.0026
2024-02-12 2023-12-31 13F MOSAIC CO COM 61945C103 67,934 -20,503 -23.18 2,427 -22.90 0.0031
2023-11-13 2023-09-30 13F MOSAIC CO COM 61945C103 88,437 -4,632 -4.98 3,148 -3.35 0.0044
2023-08-14 2023-06-30 13F MOSAIC CO COM 61945C103 93,069 -53,957 -36.70 3,257 -51.71 0.0045
2023-05-12 2023-03-31 13F MOSAIC CO COM 61945C103 147,026 -26,949 -15.49 6,746 -11.62 0.0097
2023-02-13 2022-12-31 13F MOSAIC CO COM 61945C103 173,975 -7,045 -3.89 7,632 -12.78 0.0115
2022-11-14 2022-09-30 13F MOSAIC CO COM 61945C103 181,020 27,231 17.71 8,750 20.47 0.0143
2022-08-15 2022-06-30 13F MOSAIC CO COM 61945C103 153,789 -34,025 -18.12 7,263 -41.85 0.0114
2022-05-13 2022-03-31 13F MOSAIC CO COM 61945C103 187,814 -33,693 -15.21 12,490 43.51 0.0170
2022-02-14 2021-12-31 13F MOSAIC CO COM 61945C103 221,507 32,474 17.18 8,703 28.90 0.0115
2021-11-15 2021-09-30 13F MOSAIC CO COM 61945C103 189,033 10,709 6.01 6,752 18.64 0.0099
2021-08-13 2021-06-30 13F MOSAIC CO COM 61945C103 178,324 -47,127 -20.90 5,691 -20.15 0.0085
2021-05-14 2021-03-31 13F MOSAIC CO COM 61945C103 225,451 29,000 14.76 7,127 57.68 0.0117
2021-02-12 2020-12-31 13F MOSAIC CO COM 61945C103 196,451 11,689 6.33 4,520 33.89 0.0081
2020-11-16 2020-09-30 13F MOSAIC CO COM 61945C103 184,762 137,951 294.70 3,376 477.09 0.0069
2020-08-14 2020-06-30 13F MOSAIC CO COM 61945C103 46,811 -4,416 -8.62 585 8.33 0.0013
2020-05-14 2020-03-31 13F MOSAIC CO COM 61945C103 51,227 -23,104 -31.08 540 -66.08 0.0015
2020-02-13 2019-12-31 13F MOSAIC CO COM 61945C103 74,331 41,982 129.78 1,592 146.06 0.0033
2019-11-19 2019-09-30 13F/A-1 MOSAIC CO COM 61945C103 32,349 -3,037 -8.58 647 -29.21 0.0017
2019-11-13 2019-09-30 13F MOSAIC CO COM 61945C103 32,327 -3,059 647 362.6759
2019-08-14 2019-06-30 13F MOSAIC CO COM 61945C103 35,386 -15,759 -30.81 914 -34.20 0.0024
2019-05-14 2019-03-31 13F MOSAIC CO COM 61945C103 51,145 5,916 13.08 1,389 4.75 0.0039
2019-02-13 2018-12-31 13F MOSAIC CO COM 61945C103 45,229 -14,764 -24.61 1,326 -30.76 0.0043
2018-11-13 2018-09-30 13F MOSAIC CO COM 61945C103 59,993 -5,010 -7.71 1,915 4.76 0.0055
2018-08-14 2018-06-30 13F MOSAIC CO COM 61945C103 65,003 -21,474 -24.83 1,828 -11.56 0.0056
2018-05-11 2018-03-31 13F MOSAIC CO COM 61945C103 86,477 -3,375 -3.76 2,067 -10.98 0.0065
2018-02-14 2017-12-31 13F MOSAIC CO COM 61945C103 89,852 21,115 30.72 2,322 59.59 0.0074
2017-11-13 2017-09-30 13F MOSAIC CO COM 61945C103 68,737 -4,392 -6.01 1,455 -11.82 0.0050
2017-08-14 2017-06-30 13F MOSAIC CO COM 61945C103 73,129 -44,173 -37.66 1,650 -51.94 0.0061
2017-05-10 2017-03-31 13F MOSAIC CO COM 61945C103 117,302 -55,891 -32.27 3,433 -32.71 0.0133
2017-02-16 2016-12-31 13F MOSAIC CO COM 61945C103 173,193 -32,053 -15.62 5,102 3.01 0.0217
2016-11-15 2016-09-30 13F MOSAIC CO COM 61945C103 205,246 -9,822 -4.57 4,953 -12.04 0.0223
2016-08-17 2016-06-30 13F MOSAIC CO COM 61945C103 215,068 38,039 21.49 5,631 17.80 0.0260
2016-05-16 2016-03-31 13F MOSAIC CO COM 61945C103 177,029 -26,078 -12.84 4,780 -14.70 0.0255
2016-03-21 2015-12-31 13F/A-2 MOSAIC CO COM 61945C103 203,107 -35,617 -14.92 5,604 -24.54 0.0292
2016-02-26 2015-12-31 13F/A-1 MOSAIC CO COM 61945C103 203,898 791 5,624 0.0294
2016-02-16 2015-12-31 13F MOSAIC CO COM 61945C103 203,924 5,626
2015-11-16 2015-09-30 13F MOSAIC CO COM 61945C103 238,724 -9,540 -3.84 7,426 -36.15 0.0417
2015-08-17 2015-06-30 13F/A-1 MOSAIC CO COM 61945C103 248,264 62,118 33.37 11,630 35.64 0.0601
2015-08-17 2015-06-30 13F MOSAIC CO COM 61945C103 248,264 11,630
2015-05-14 2015-03-31 13F MOSAIC CO COM 61945C103 186,146 12,673 7.31 8,574 8.27 0.0469
2015-02-13 2014-12-31 13F MOSAIC CO COM 61945C103 173,473 -70,109 -28.78 7,919 -26.79 0.0440
2014-11-13 2014-09-30 13F MOSAIC CO COM 61945C103 243,582 96,741 65.88 10,817 48.97 0.0949
2014-08-14 2014-06-30 13F MOSAIC CO COM 61945C103 146,841 115,691 371.40 7,261 366.35 0.0652
2014-05-15 2014-03-31 13F MOSAIC CO COM 61945C103 31,150 31,150 1,557 0.0149
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.