Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

MOSAIC CO · COM · quarter ended 2026-03-31 · 11 members disclosed MOS ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 519 holders are listed, largest first: 519
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $5.8B
holders whose share count rose or who opened the position (new + add), by shares: 309
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 90

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of MOS ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	FMR LLC	$742M	29,079,010	−10,982,872	TRIM
2	BlackRock, Inc.	$603M	23,646,970	−661,856	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$526M	20,635,339	—	NO PRIOR
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$390M	15,305,353	—	NO PRIOR
5	DIMENSIONAL FUND ADVISORS LP	$363M	14,240,050	+832,914	ADD
6	STATE STREET CORP	$342M	13,407,647	+232,939	ADD
7	Invesco Ltd.	$287M	11,237,121	−603,277	TRIM
8	AQR CAPITAL MANAGEMENT LLC	$277M	10,924,724	+3,165,073	ADD
9	NORTHERN TRUST CORP	$132M	5,172,345	+338,163	ADD
10	MORGAN STANLEY	$125M	4,908,563	−47,152	TRIM
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$99.5M	3,900,268	+104,793	ADD
12	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$82.6M	3,240,652	+2,320,605	ADD
13	CITADEL ADVISORS LLC	$78.2M	3,068,066	+910,128	ADD
14	DEUTSCHE BANK AG\	$73.0M	2,861,883	+387,889	ADD
15	WELLINGTON MANAGEMENT GROUP LLP	$64.6M	2,533,488	+1,090,190	ADD
16	BANK OF AMERICA CORP /DE/	$63.4M	2,486,973	+170,724	ADD
17	DnB Asset Management AS	$57.5M	2,253,961	+2,253,961	NEW
18	Allianz Asset Management GmbH	$56.8M	2,227,142	−52,320	TRIM
19	VICTORY CAPITAL MANAGEMENT INC	$53.8M	2,111,310	−619,260	TRIM
20	UBS Group AG	$48.8M	1,911,932	−295,101	TRIM
21	VANGUARD FIDUCIARY TRUST CO	$45.6M	1,787,001	—	NO PRIOR
22	RAYMOND JAMES FINANCIAL INC	$42.3M	1,662,625	+291,596	ADD
23	Amundi	$38.2M	1,497,318	+36,597	ADD
24	Squarepoint Ops LLC	$36.4M	1,428,260	−2,213,600	TRIM
25	Randolph Co Inc	$35.2M	1,381,142	+309	ADD
26	Nuveen, LLC	$32.2M	1,261,836	−115,321	TRIM
27	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$30.6M	1,198,464	−822,990	TRIM
28	BARCLAYS PLC	$27.4M	1,075,348	+18,752	ADD
29	STOREBRAND ASSET MANAGEMENT AS	$25.5M	1,000,976	—	NO PRIOR
30	WELLS FARGO & COMPANY/MN	$24.3M	952,740	+556,037	ADD
31	FIRST TRUST ADVISORS LP	$24.2M	949,167	+413,530	ADD
32	Goehring & Rozencwajg Associates, LLC	$23.5M	922,305	+471,259	ADD
33	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$23.4M	917,593	−82,753	TRIM
34	AEGIS FINANCIAL CORP	$21.8M	853,638	0	NO CHANGE
35	Vanguard Global Advisers, LLC	$18.4M	720,274	—	NO PRIOR
36	Ceredex Value Advisors LLC	$18.2M	712,162	−21,389	TRIM
37	Susquehanna Portfolio Strategies, LLC	$17.7M	694,248	+694,248	NEW
38	FOUNDATION RESOURCE MANAGEMENT INC	$17.4M	683,731	+32,263	ADD
39	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$17.0M	667,729	−261,749	TRIM
40	Alyeska Investment Group, L.P.	$16.4M	644,400	+644,400	NEW
41	Legal & General Group Plc	$16.1M	632,551	−81,500	TRIM
42	Swiss National Bank	$16.0M	628,344	+2,600	ADD
43	MetLife Investment Management, LLC	$16.0M	627,127	−20,586	TRIM
44	BANK OF MONTREAL /CAN/	$15.6M	612,960	−71,297	TRIM
45	Cerity Partners LLC	$15.4M	602,901	+537,968	ADD
46	SEI INVESTMENTS CO	$14.6M	573,958	−124,955	TRIM
47	Newport Trust Company, LLC	$14.5M	568,921	+2,055	ADD
48	EDMOND DE ROTHSCHILD HOLDING S.A.	$13.5M	530,000	+100,000	ADD
49	IMC-Chicago, LLC	$13.2M	517,288	+322,081	ADD
50	Contrarius Group Holdings Ltd	$12.8M	502,751	+502,751	NEW
51	COLRAIN CAPITAL LLC	$12.8M	500,107	+237,391	ADD
52	CITIGROUP INC	$11.7M	458,436	−298,211	TRIM
53	PRINCIPAL FINANCIAL GROUP INC	$10.9M	427,870	+8,671	ADD
54	HSBC HOLDINGS PLC	$10.8M	424,088	−1,605,886	TRIM
55	Mitsubishi UFJ Asset Management Co., Ltd.	$10.6M	415,843	−84	TRIM
56	M&G Plc	$10.3M	394,962	+46,331	ADD
57	ROYAL BANK OF CANADA	$10.2M	401,445	+62,883	ADD
58	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$10.0M	393,720	−198,323	TRIM
59	JANE STREET GROUP, LLC	$9.9M	387,681	+378,472	ADD
60	ABBINGTON INVESTMENT GROUP	$9.7M	381,259	+294,419	ADD
61	IEQ CAPITAL, LLC	$9.5M	373,902	+318,953	ADD
62	Swedbank AB	$9.5M	373,083	−137,900	TRIM
63	Trek Financial, LLC	$9.5M	370,974	+370,974	NEW
64	GROUP ONE TRADING LLC	$9.3M	363,052	+207,717	ADD
65	Janus Henderson Group Ltd.	$9.2M	362,094	−147,366	TRIM
66	Sage Capital Advisors,llc	$9.2M	360,665	+360,665	NEW
67	Quantinno Capital Management LP	$9.0M	353,786	+209,672	ADD
68	Massar Capital Management, LP	$8.4M	328,658	+328,658	NEW
69	ALLIANCEBERNSTEIN L.P.	$8.3M	342,833	−57,218	TRIM
70	Mariner, LLC	$8.1M	316,228	+207,945	ADD
71	Perseverance Asset Management International	$7.7M	300,000	+300,000	NEW
72	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$7.6M	297,528	0	NO CHANGE
73	Focus Partners Wealth	$7.4M	290,094	+63,539	ADD
74	VANGUARD ASSET MANAGEMENT, Ltd	$7.2M	283,015	—	NO PRIOR
75	CIBC WORLD MARKET INC.	$7.1M	276,666	+242,531	ADD
76	FEDERATED HERMES, INC.	$6.7M	263,103	−9,119	TRIM
77	Gotham Asset Management, LLC	$6.7M	262,303	−7,316	TRIM
78	BNP Paribas Asset Management Holding S.A.	$6.7M	260,986	+9,762	ADD
79	DRW Securities, LLC	$6.4M	252,325	+49,562	ADD
80	AMERICAN CENTURY COMPANIES INC	$6.1M	238,355	+972	ADD
81	MILLENNIUM MANAGEMENT LLC	$5.9M	229,887	−1,108,154	TRIM
82	Walleye Capital LLC	$5.8M	229,385	+203,270	ADD
83	Eurizon Capital SGR S.p.A.	$5.8M	226,840	+111,824	ADD
84	STATE OF WISCONSIN INVESTMENT BOARD	$5.8M	226,334	−31,070	TRIM
85	TWO SIGMA INVESTMENTS, LP	$5.8M	226,046	+100	ADD
86	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$5.7M	225,167	−12,311	TRIM
87	Titan Wealth (CI) Ltd	$5.7M	224,939	+224,939	NEW
88	Universal- Beteiligungs- und Servicegesellschaft mbH	$5.7M	222,849	−78,091	TRIM
89	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$5.6M	220,062	+23,805	ADD
90	Vontobel Holding Ltd.	$5.5M	215,612	+141,373	ADD
91	Live Oak Private Wealth LLC	$5.5M	215,211	+24,401	ADD
92	Bleakley Financial Group, LLC	$5.4M	213,188	+77,443	ADD
93	Creative Planning	$5.2M	205,731	+109,871	ADD
94	CWM, LLC	$5.2M	204,921	+115,792	ADD
95	LPL Financial LLC	$5.2M	202,876	−269,755	TRIM
96	ENVESTNET ASSET MANAGEMENT INC	$5.1M	199,660	+98,343	ADD
97	Pekin Hardy Strauss, Inc.	$5.0M	197,571	+11,321	ADD
98	Walleye Trading LLC	$5.0M	194,304	+56,290	ADD
99	D. E. Shaw & Co., Inc.	$4.8M	189,729	−2,824,883	TRIM
100	Sicart Associates LLC	$4.7M	183,418	+89,978	ADD
101	SIMPLEX TRADING, LLC	$4.6M	181,811	+181,811	NEW
102	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$4.2M	167,242	+383	ADD
103	Chevy Chase Trust Holdings, LLC	$4.0M	156,368	−4,581	TRIM
104	PRUDENTIAL FINANCIAL INC	$4.0M	155,578	−33,470	TRIM
105	GMT CAPITAL CORP	$3.9M	154,700	−790,900	TRIM
106	STIFEL FINANCIAL CORP	$3.9M	154,641	+23,256	ADD
107	Cetera Investment Advisers	$3.9M	151,195	+93,526	ADD
108	ALLIANZ SE	$3.8M	150,650	+93,850	ADD
109	Summit Financial, LLC	$3.8M	149,157	−5,551	TRIM
110	ARIEL INVESTMENTS, LLC	$3.8M	148,341	+1,304	ADD
111	Old West Investment Management, LLC	$3.7M	145,925	+145,925	NEW
112	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.5M	147,761	+61,235	ADD
113	CI INVESTMENTS INC.	$3.4M	134,050	+6,325	ADD
114	Man Group plc	$3.4M	133,889	−357,842	TRIM
115	De Lisle Partners LLP	$3.3M	130,989	0	NO CHANGE
116	GUGGENHEIM CAPITAL LLC	$3.3M	129,775	+78,806	ADD
117	Bank Julius Baer & Co. Ltd, Zurich	$3.3M	129,191	+67,122	ADD
118	ExodusPoint Capital Management, LP	$3.3M	128,102	+89,381	ADD
119	FIFTH THIRD BANCORP	$3.2M	126,414	+102,668	ADD
120	MERCER GLOBAL ADVISORS INC /ADV	$3.2M	124,871	+87,936	ADD
121	Zurcher Kantonalbank (Zurich Cantonalbank)	$3.2M	123,554	+123,554	NEW
122	NATIONAL BANK OF CANADA /FI/	$3.0M	117,088	−90,521	TRIM
123	Mitsubishi UFJ Trust & Banking Corp	$3.0M	116,397	+7,698	ADD
124	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$2.9M	112,349	+40,303	ADD
125	Steward Partners Investment Advisory, LLC	$2.8M	110,476	+97,809	ADD
126	State of New Jersey Common Pension Fund D	$2.8M	109,426	−4,224	TRIM
127	TRUIST FINANCIAL CORP	$2.8M	108,914	−174,559	TRIM
128	CIBC Bancorp USA Inc.	$2.7M	107,324	—	NO PRIOR
129	Journey Advisory Group, LLC	$2.7M	106,343	+106,343	NEW
130	GREAT LAKES ADVISORS, LLC	$2.7M	104,627	−9,845	TRIM
131	Leonteq Securities AG	$2.6M	103,268	+14,596	ADD
132	COMMONWEALTH EQUITY SERVICES, LLC	$2.6M	101,313	+87,684	ADD
133	ProShare Advisors LLC	$2.6M	100,243	−25,073	TRIM
134	Step Capital Management Pte. Ltd.	$2.6M	100,000	+100,000	NEW
135	Swiss Life Asset Management Ltd	$2.5M	190,308	+172,954	ADD
136	TD ASSET MANAGEMENT INC	$2.5M	98,723	−269,356	TRIM
137	Engineers Gate Manager LP	$2.5M	98,132	−99,587	TRIM
138	Oak Thistle LLC	$2.4M	93,632	+61,909	ADD
139	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.3M	90,370	+9,262	ADD
140	CAXTON ASSOCIATES LLP	$2.3M	90,121	+90,121	NEW
141	XPONANCE LLC	$2.2M	87,882	+23,306	ADD
142	Arizona State Retirement System	$2.2M	87,120	−971	TRIM
143	Czech National Bank	$2.2M	86,445	+2,756	ADD
144	Howard Capital Management, LLC	$2.2M	85,735	+5	ADD
145	BARINGS LLC	$2.2M	85,299	0	NO CHANGE
146	Grantham, Mayo, Van Otterloo & Co. LLC	$2.2M	85,148	+465	ADD
147	HUSSMAN STRATEGIC ADVISORS, INC.	$2.1M	84,000	0	NO CHANGE
148	CREDIT AGRICOLE S A	$2.1M	82,947	−13,465	TRIM
149	STATE OF MICHIGAN RETIREMENT SYSTEM	$2.1M	82,908	−200	TRIM
150	Moran Wealth Management, LLC	$2.1M	82,477	+32,684	ADD
151	Vanguard Investments Australia, Ltd.	$2.1M	81,456	—	NO PRIOR
152	FIRST CITIZENS BANK & TRUST CO	$2.1M	80,621	+5,387	ADD
153	Glenorchy Capital Ltd	$1.9M	74,103	+12,121	ADD
154	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.9M	73,938	+107	ADD
155	Summit Trail Advisors, LLC	$1.9M	73,438	+9,289	ADD
156	CLOUGH CAPITAL PARTNERS L P	$1.8M	72,410	+31,020	ADD
157	Envestnet Portfolio Solutions, Inc.	$1.8M	71,285	+6,389	ADD
158	CIBC Asset Management Inc	$1.8M	70,896	+145	ADD
159	Pathstone Holdings, LLC	$1.7M	67,947	+4,677	ADD
160	Retirement Systems of Alabama	$1.7M	67,406	−119	TRIM
161	Catalyst Capital Advisors LLC	$1.7M	67,290	+7,500	ADD
162	VOYA INVESTMENT MANAGEMENT LLC	$1.7M	66,845	−347	TRIM
163	AXQ CAPITAL, LP	$1.7M	66,643	+3,680	ADD
164	PINNACLE ASSOCIATES LTD	$1.7M	65,324	+2,771	ADD
165	Boston Partners	$1.7M	65,216	−2,092	TRIM
166	Caption Management, LLC	$1.7M	65,000	+65,000	NEW
167	Pictet Asset Management Holding SA	$1.6M	64,179	+3,998	ADD
168	Mirae Asset Global Investments Co., Ltd.	$1.6M	63,825	+9,080	ADD
169	Wealthfront Advisers LLC	$1.6M	63,325	+1,679	ADD
170	KEYBANK NATIONAL ASSOCIATION/OH	$1.6M	63,097	+2,435	ADD
171	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.5M	61,968	+8,721	ADD
172	SummitTX Capital, L.P.	$1.5M	59,874	+34,041	ADD
173	Rockefeller Capital Management L.P.	$1.5M	59,434	+28,369	ADD
174	INDEPENDENT FINANCIAL GROUP, LLC	$1.5M	58,997	—	NO PRIOR
175	Titan Investment Solutions Ltd	$1.5M	58,582	+58,582	NEW
176	Vanguard Personalized Indexing Management, LLC	$1.5M	57,563	−1,434	TRIM
177	HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	$1.4M	56,484	+56,484	NEW
178	Vident Advisory, LLC	$1.4M	55,931	−492	TRIM
179	Parallax Volatility Advisers, L.P.	$1.4M	58,795	−66,572	TRIM
180	Recurrent Investment Advisors LLC	$1.4M	54,447	+2,400	ADD
181	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.4M	53,389	−3,975	TRIM
182	UniSuper Management Pty Ltd	$1.4M	53,211	−13,339	TRIM
183	Lighthouse Investment Partners, LLC	$1.3M	52,921	+17,597	ADD
184	Assenagon Asset Management S.A.	$1.3M	52,735	−1,319	TRIM
185	Tidal Investments LLC	$1.3M	52,441	+6,062	ADD
186	Utah Retirement Systems	$1.3M	51,218	−1,182	TRIM
187	Metis Global Partners, LLC	$1.3M	51,098	−109	TRIM
188	TORONTO DOMINION BANK	$1.3M	50,560	−4,009	TRIM
189	Cadence Wealth Management LLC	$1.3M	50,414	+15,176	ADD
190	OSAIC HOLDINGS, INC.	$1.3M	49,820	−5,015	TRIM
191	Empowered Funds, LLC	$1.2M	48,444	−362,534	TRIM
192	Merit Financial Group, LLC	$1.2M	47,847	+15,551	ADD
193	Twin Tree Management, LP	$1.2M	46,872	+36,140	ADD
194	NEOS Investment Management LLC	$1.2M	46,760	+854	ADD
195	FOX RUN MANAGEMENT, L.L.C.	$1.2M	47,388	+5,093	ADD
196	INTECH INVESTMENT MANAGEMENT LLC	$1.2M	46,104	+46,104	NEW
197	Edgestream Partners, L.P.	$1.2M	45,950	+45,950	NEW
198	YOUSIF CAPITAL MANAGEMENT, LLC	$1.2M	45,698	−1,642	TRIM
199	BANK OF NOVA SCOTIA	$1.1M	44,507	−124,869	TRIM
200	LAZARD ASSET MANAGEMENT LLC	$1.1M	44,018	+21,196	ADD
201	Qsemble Capital Management, LP	$1.1M	43,945	+14,695	ADD
202	Pinpoint Asset Management (Singapore) Pte. Ltd.	$1.1M	42,333	+42,333	NEW
203	GUIDANCE CAPITAL, INC	$1.1M	45,619	+45,619	NEW
204	Corient Private Wealth LLC	$1.1M	42,119	−40,864	TRIM
205	Kerrisdale Advisers, LLC	$1.0M	39,940	+39,940	NEW
206	Weiss Asset Management LP	$983K	38,535	−615,873	TRIM
207	Cypress Capital Group	$978K	38,355	+38,355	NEW
208	Fideuram Asset Management (Ireland) dac	$977K	31,321	+30,411	ADD
209	Quadrature Capital Ltd	$967K	37,917	−15,828	TRIM
210	US BANCORP \DE\	$964K	37,800	+396	ADD
211	Caitong International Asset Management Co., Ltd	$959K	37,627	+37,627	NEW
212	MARCO INVESTMENT MANAGEMENT LLC	$952K	37,350	0	NO CHANGE
213	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$947K	37,150	+10,120	ADD
214	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$926K	36,304	0	NO CHANGE
215	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$908K	35,606	+12,849	ADD
216	OLD NATIONAL BANCORP /IN/	$895K	35,094	−30,689	TRIM
217	Abundance Wealth Counselors	$893K	35,031	+13,688	ADD
218	PKO BP BANKOWY Universal Pension Society JSC	$893K	35,000	0	NO CHANGE
219	Sivia Capital Partners, LLC	$892K	34,962	+21,503	ADD
220	Alessandra Capital Management, LLC	$873K	34,245	—	NO PRIOR
221	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$861K	33,755	−318	TRIM
222	Financial Sense Advisors, Inc.	$846K	33,190	+33,190	NEW
223	Concentric Capital Strategies, LP	$841K	32,993	−3,832	TRIM
224	Freestone Grove Partners LP	$841K	32,965	−69,545	TRIM
225	OCCUDO QUANTITATIVE STRATEGIES LP	$838K	36,026	+25,716	ADD
226	STEPHENS INC /AR/	$831K	32,603	+11,638	ADD
227	TD Waterhouse Canada Inc.	$820K	30,905	+15,959	ADD
228	MACKENZIE FINANCIAL CORP	$814K	31,922	+15,566	ADD
229	Schonfeld Strategic Advisors LLC	$810K	31,746	+31,746	NEW
230	BLAIR WILLIAM & CO/IL	$805K	31,559	+592	ADD
231	Rakuten Investment Management, Inc.	$782K	31,260	+2,951	ADD
232	MAVERICK CAPITAL LTD	$769K	30,159	+30,159	NEW
233	HEADINVEST, LLC	$765K	30,000	+6,000	ADD
234	FRANKLIN RESOURCES INC	$760K	29,820	−200,914	TRIM
235	UMB Bank, n.a.	$749K	29,374	−123	TRIM
236	Focus Partners Advisor Solutions, LLC	$744K	29,179	+29,179	NEW
237	Murphy Pohlad Asset Management LLC	$729K	28,575	0	NO CHANGE
238	Unison Advisors LLC	$726K	28,476	+240	ADD
239	Federation des caisses Desjardins du Quebec	$725K	28,438	−2,622	TRIM
240	CenterBook Partners LP	$723K	28,338	−143,090	TRIM
241	Regal Investment Advisors LLC	$717K	28,135	+11,275	ADD
242	Calamos Advisors LLC	$714K	27,999	+27,999	NEW
243	Calamos Wealth Management LLC	$714K	27,999	+42	ADD
244	NANO CAP NEW MILLENNIUM GROWTH FUND L P	$701K	27,500	+11,500	ADD
245	ION Fund Management Ltd	$692K	27,150	0	NO CHANGE
246	MAI Capital Management	$666K	26,108	+15,391	ADD
247	Daiwa Securities Group Inc.	$660K	25,872	+1,480	ADD
248	Polymer Capital Management (US) LLC	$636K	24,938	−35,101	TRIM
249	SCOTIA CAPITAL INC.	$634K	24,865	+1,030	ADD
250	Revisor Wealth Management LLC	$631K	24,729	+3	ADD
251	Ensign Peak Advisors, Inc	$625K	24,511	−52,481	TRIM
252	Crossmark Global Holdings, Inc.	$609K	23,895	—	NO PRIOR
253	Marex Group Ltd	$609K	23,891	−3,127	TRIM
254	Perigon Wealth Management, LLC	$605K	23,741	+23,741	NEW
255	VARCOV Co.	$601K	23,580	+23,580	NEW
256	Windmill Hill Asset Management Ltd	$592K	23,208	0	NO CHANGE
257	M&T BANK CORP	$573K	22,483	+1,382	ADD
258	NOMURA HOLDINGS INC	$570K	22,371	−43,574	TRIM
259	Sylvest Advisors, LLC	$565K	22,160	+2,823	ADD
260	CREDIT INDUSTRIEL ET COMMERCIAL	$561K	22,015	−1,524	TRIM
261	Ethic Inc.	$560K	21,969	+5,679	ADD
262	CSS LLC/IL	$558K	21,888	−12,120	TRIM
263	Sequoia Financial Advisors, LLC	$555K	21,783	+6,243	ADD
264	HB Wealth Management, LLC	$541K	21,210	+12,337	ADD
265	Investment Research Partners LLC	$541K	21,208	+3,661	ADD
266	ADAMS NATURAL RESOURCES FUND, INC.	$541K	21,201	0	NO CHANGE
267	Numerai GP LLC	$530K	20,772	+20,772	NEW
268	Allspring Global Investments Holdings, LLC	$518K	19,525	+1,978	ADD
269	Hickory Point Bank & Trust	$516K	20,250	+20,250	NEW
270	IHT Wealth Management, LLC	$512K	20,084	+20,084	NEW
271	GREENWOOD CAPITAL ASSOCIATES LLC	$511K	20,051	−860	TRIM
272	MAIRS & POWER INC	$510K	20,000	−4,000	TRIM
273	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$509K	19,942	+7,395	ADD
274	TWINBEECH CAPITAL LP	$508K	19,902	−25,731	TRIM
275	EntryPoint Capital, LLC	$503K	19,707	0	NO CHANGE
276	Uncommon Cents Investing LLC	$493K	19,320	+1,785	ADD
277	MIZUHO SECURITIES USA LLC	$489K	19,189	−3,923	TRIM
278	J. Goldman & Co LP	$485K	19,000	+19,000	NEW
279	Rafferty Asset Management, LLC	$484K	18,997	−7,584	TRIM
280	Tower Research Capital LLC (TRC)	$478K	18,751	+12,732	ADD
281	Laird Norton Wetherby Trust Company, LLC	$475K	18,645	+852	ADD
282	BOOTHBAY FUND MANAGEMENT, LLC	$466K	18,263	−20,590	TRIM
283	Moors & Cabot, Inc.	$465K	18,235	+4,565	ADD
284	Savant Capital, LLC	$459K	18,010	+1,498	ADD
285	HARTFORD INVESTMENT MANAGEMENT CO	$459K	18,007	−641	TRIM
286	Norinchukin Bank, The	$458K	17,980	+79	ADD
287	Ridgewood Investments LLC	$457K	17,908	—	NO PRIOR
288	Brevan Howard Capital Management LP	$447K	17,512	−85,261	TRIM
289	Cardinal Point Capital Management ULC	$442K	17,325	+17,325	NEW
290	HighTower Advisors, LLC	$435K	17,075	+8,682	ADD
291	Aberdeen Group plc	$427K	16,727	−1,307	TRIM
292	WADDELL & ASSOCIATES, LLC	$418K	16,392	+16,392	NEW
293	Sowell Financial Services LLC	$411K	16,135	−525	TRIM
294	NOMURA ASSET MANAGEMENT CO LTD	$405K	15,880	+1,020	ADD
295	Pallas Capital Advisors LLC	$400K	15,687	+15,687	NEW
296	Curi Capital, LLC	$391K	15,333	+15,333	NEW
297	Private Advisor Group, LLC	$389K	15,269	+15,269	NEW
298	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$387K	15,055	+1,911	ADD
299	Maryland State Retirement & Pension System	$381K	14,952	0	NO CHANGE
300	SHUFRO ROSE & CO LLC	$375K	14,700	0	NO CHANGE
301	Advisors Asset Management, Inc.	$375K	14,689	+8,734	ADD
302	Diametric Capital, LP	$369K	14,476	−2,775	TRIM
303	NorthCrest Asset Manangement, LLC	$368K	14,072	+5,811	ADD
304	Generali Asset Management SPA SGR	$362K	14,200	−29,220	TRIM
305	United Advisor Group, LLC	$360K	14,122	+14,122	NEW
306	Chicago Partners Investment Group LLC	$351K	14,331	+14,331	NEW
307	OMERS ADMINISTRATION Corp	$346K	13,578	−7,459	TRIM
308	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$342K	12,903	+1,996	ADD
309	Sigma Planning Corp	$342K	13,408	+13,408	NEW
310	Ausdal Financial Partners, Inc.	$342K	13,394	+13,394	NEW
311	GROUPAMA ASSET MANAGMENT	$340K	13,328	−16,380	TRIM
312	CITIZENS FINANCIAL GROUP INC/RI	$334K	13,103	+13,103	NEW
313	Plan A Wealth LLC	$333K	13,075	+1,221	ADD
314	MUFG Securities EMEA plc	$332K	13,026	0	NO CHANGE
315	Waterfront Wealth Inc.	$328K	12,845	+12,845	NEW
316	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$314K	12,304	+12,304	NEW
317	PFG Investments, LLC	$313K	12,272	+12,272	NEW
318	Diversified Trust Co	$311K	12,211	+12,211	NEW
319	RITHOLTZ WEALTH MANAGEMENT	$308K	12,077	+12,077	NEW
320	CORSAIR CAPITAL MANAGEMENT, L.P.	$306K	12,000	+12,000	NEW
321	CWA Asset Management Group, LLC	$305K	11,974	−21,638	TRIM
322	Empirical Finance, LLC	$304K	11,909	−24	TRIM
323	Gateway Wealth Partners, LLC	$301K	11,800	+11,800	NEW
324	Beacon Pointe Advisors, LLC	$299K	11,728	+1,523	ADD
325	Asset Management One Co., Ltd.	$298K	11,674	−240	TRIM
326	Systematic Alpha Investments, LLC	$297K	11,633	0	NO CHANGE
327	Kestra Advisory Services, LLC	$296K	11,606	+2,640	ADD
328	Quantum Portfolio Management LLC	$293K	11,506	+653	ADD
329	Bull Harbor Capital LLC	$291K	11,411	—	NO PRIOR
330	NewEdge Advisors, LLC	$290K	11,370	+11,370	NEW
331	PRELUDE CAPITAL MANAGEMENT, LLC	$290K	11,368	−2,987	TRIM
332	Ballentine Partners, LLC	$288K	11,289	+11,289	NEW
333	Graham Capital Management, L.P.	$286K	11,209	−8,164	TRIM
334	HM PAYSON & CO	$286K	11,200	0	NO CHANGE
335	Blueshift Asset Management, LLC	$282K	11,065	+11,065	NEW
336	DAYMARK WEALTH PARTNERS, LLC	$282K	11,059	+11,059	NEW
337	CIDEL ASSET MANAGEMENT INC	$276K	10,813	+1,736	ADD
338	Marble Harbor Investment Counsel, LLC	$275K	10,795	0	NO CHANGE
339	Krilogy Financial LLC	$273K	11,028	−2,005	TRIM
340	GLENMEDE TRUST CO NA	$273K	10,687	+256	ADD
341	Sumitomo Mitsui DS Asset Management Company, Ltd	$270K	10,583	+10,583	NEW
342	Atria Investments, Inc	$269K	10,531	+10,531	NEW
343	MACQUARIE GROUP LTD	$267K	10,474	−2,776	TRIM
344	Investors Research Corp	$265K	10,375	+500	ADD
345	AAFMAA Wealth Management & Trust LLC	$262K	10,292	+10,292	NEW
346	180 WEALTH ADVISORS, LLC	$261K	10,244	−3,085	TRIM
347	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$259K	10,155	+15	ADD
348	Oasis Management Co Ltd.	$255K	10,000	+10,000	NEW
349	Walnut Level Capital LLC	$255K	10,000	+10,000	NEW
350	PATTON FUND MANAGEMENT, INC.	$251K	9,839	+773	ADD
351	Allworth Financial LP	$249K	9,751	+8,314	ADD
352	KESTRA PRIVATE WEALTH SERVICES, LLC	$246K	9,634	+9,634	NEW
353	Sanctuary Advisors, LLC	$245K	9,613	+9,613	NEW
354	GREENLEAF TRUST	$245K	9,611	−4,270	TRIM
355	Arax Advisory Partners	$242K	9,504	+950	ADD
356	Baker Avenue Asset Management, LP	$236K	9,254	+9,254	NEW
357	FOUNDATIONS INVESTMENT ADVISORS, LLC	$235K	9,226	−4,794	TRIM
358	North Dakota State Investment Board	$235K	9,224	−1,595	TRIM
359	Resonant Capital Advisors, LLC	$235K	9,223	+9,223	NEW
360	SNOWWATER INVESTMENT PARTNERS, LLC	$232K	9,112	+580	ADD
361	PROFUND ADVISORS LLC	$232K	9,104	+9,104	NEW
362	Garner Asset Management Corp	$231K	9,059	−2,600	TRIM
363	WINTON GROUP Ltd	$228K	8,952	+8,952	NEW
364	EVERGREEN CAPITAL MANAGEMENT LLC	$228K	8,947	−171	TRIM
365	Accredited Investors Inc.	$226K	8,879	+64	ADD
366	MIRABELLA FINANCIAL SERVICES LLP	$225K	8,804	−13,777	TRIM
367	Corecam Pte. Ltd.	$222K	8,690	+8,690	NEW
368	Verition Fund Management LLC	$220K	8,621	−156,379	TRIM
369	Independent Advisor Alliance	$218K	8,567	+8,567	NEW
370	SECURIAN ASSET MANAGEMENT, INC	$218K	8,530	−100	TRIM
371	VERUS CAPITAL PARTNERS, LLC	$218K	8,530	+8,530	NEW
372	SPROTT INC.	$217K	8,491	+8,491	NEW
373	Pine Valley Investments Ltd Liability Co	$216K	8,483	−1,178,983	TRIM
374	&PARTNERS	$216K	8,451	+8,451	NEW
375	CHESAPEAKE CAPITAL CORP /IL/	$209K	8,209	+8,209	NEW
376	EVOLVE PRIVATE WEALTH, LLC	$209K	8,198	+8,198	NEW
377	SBI Securities Co., Ltd.	$206K	8,070	+6,899	ADD
378	OPPENHEIMER & CO INC	$206K	8,064	+8,064	NEW
379	NOVEM GROUP	$205K	8,040	+8,040	NEW
380	TRUE Private Wealth Advisors	$204K	8,000	−320	TRIM
381	Intellectus Partners, LLC	$201K	7,900	+7,900	NEW
382	COLDSTREAM CAPITAL MANAGEMENT INC	$201K	7,885	+7,885	NEW
383	J.W. COLE ADVISORS, INC.	$201K	7,870	+7,870	NEW
384	Virtus Investment Advisers, LLC	$199K	7,819	+1,133	ADD
385	Hunting Hill Global Capital, LLC	$194K	7,600	+7,600	NEW
386	State of Wyoming	$184K	7,228	+419	ADD
387	NATIXIS	$178K	6,981	−49,062	TRIM
388	Intesa Sanpaolo S.p.A.	$177K	6,928	+1,020	ADD
389	NFSG Corp	$156K	6,102	+4,000	ADD
390	TEMA ETFS LLC	$147K	5,775	+28	ADD
391	AlphaCentric Advisors LLC	$130K	5,079	+5,079	NEW
392	EFG International AG	$120K	4,707	+4,507	ADD
393	Pinnacle Wealth Planning Services, Inc.	$119K	4,653	+3,393	ADD
394	EXCHANGE TRADED CONCEPTS, LLC	$117K	4,569	−612	TRIM
395	Wilmington Savings Fund Society, FSB	$108K	4,233	0	NO CHANGE
396	Resona Asset Management Co.,Ltd.	$107K	4,285	+821	ADD
397	Caitlin John, LLC	$97.2K	3,813	+559	ADD
398	Deseret Mutual Benefit Administrators	$92.6K	3,632	+1,688	ADD
399	Quarry LP	$84.9K	3,329	+2,033	ADD
400	THOMPSON SIEGEL & WALMSLEY LLC	$77.4K	3,037,020	+58,788	ADD
401	Strengthening Families & Communities, LLC	$74.1K	2,906	+12	ADD
402	Ameritas Investment Partners, Inc.	$73.8K	2,893	0	NO CHANGE
403	SIGNATUREFD, LLC	$68.5K	2,686	+23	ADD
404	WESTPAC BANKING CORP	$65.1K	2,552	+2,552	NEW
405	Intesa Sanpaolo Wealth Management	$61.2K	2,400	+400	ADD
406	True Wealth Design, LLC	$44.3K	1,739	+1,718	ADD
407	Pilgrim Partners Asia Pte Ltd	$42.3K	1,660	+1,660	NEW
408	Blue Trust, Inc.	$37.9K	1,486	−16	TRIM
409	Pflug Koory, LLC	$37.2K	1,460	0	NO CHANGE
410	Altshuler Shaham Ltd	$35.2K	1,379	+368	ADD
411	Rakuten Securities, Inc.	$34.0K	1,332	+368	ADD
412	Smartleaf Asset Management LLC	$32.6K	1,302	+185	ADD
413	SJS Investment Consulting Inc.	$31.7K	1,245	+525	ADD
414	Hartford Financial Management Inc.	$31.1K	1,220	+1,220	NEW
415	CHELSEA COUNSEL CO	$25.5K	1,000	0	NO CHANGE
416	Compagnie Lombard Odier SCmA	$25.5K	1,000	0	NO CHANGE
417	Dorato Capital Management	$24.8K	930	0	NO CHANGE
418	S&CO INC	$24.6K	963,667	−10,205	TRIM
419	Grove Bank & Trust	$22.2K	869	0	NO CHANGE
420	MATHER GROUP, LLC.	$20.7K	812	+812	NEW
421	ELEVATION WEALTH PARTNERS, LLC	$20.3K	795	+165	ADD
422	Cromwell Holdings LLC	$19.6K	768	0	NO CHANGE
423	DT Investment Partners, LLC	$19.4K	759	0	NO CHANGE
424	HRT FINANCIAL LP	$19.2K	751,298	−301,363	TRIM
425	FOSTER DYKEMA CABOT & PARTNERS, LLC	$19.1K	750	0	NO CHANGE
426	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$19.0K	747	+294	ADD
427	Destiny Wealth Partners, LLC	$16.7K	655	+655	NEW
428	Manchester Capital Management LLC	$16.7K	653	+100	ADD
429	QUADRANT CAPITAL GROUP LLC	$16.2K	634	−935	TRIM
430	Annis Gardner Whiting Capital Advisors, LLC	$15.4K	602	+341	ADD
431	Activest Wealth Management	$15.3K	601	−10	TRIM
432	CENTRAL TRUST Co	$15.2K	598	0	NO CHANGE
433	Parkside Financial Bank & Trust	$15.2K	598	−600	TRIM
434	Larson Financial Group LLC	$14.3K	561	+405	ADD
435	SHP Wealth Management	$13.4K	527	+27	ADD
436	JNBA Financial Advisors	$12.8K	500	0	NO CHANGE
437	CVA Family Office, LLC	$11.5K	449	−3,151	TRIM
438	WPG Advisers, LLC	$8.2K	322	−217	TRIM
439	MASECO LLP	$7.9K	309	0	NO CHANGE
440	EVERMAY WEALTH MANAGEMENT LLC	$7.8K	305	0	NO CHANGE
441	JFS WEALTH ADVISORS, LLC	$7.6K	298	−43	TRIM
442	MEEDER ASSET MANAGEMENT INC	$6.8K	268	+116	ADD
443	Sachetta, LLC	$6.8K	267	+149	ADD
444	ALGERT GLOBAL LLC	$6.7K	264,586	−122,709	TRIM
445	KBC Group NV	$6.5K	255,137	−109,996	TRIM
446	FARMERS & MERCHANTS INVESTMENTS INC	$6.3K	247	0	NO CHANGE
447	Spire Wealth Management	$6.1K	238	−582	TRIM
448	REAP Financial Group, LLC	$5.4K	211	+2	ADD
449	CANADA LIFE ASSURANCE Co	$5.3K	205,888	+7,663	ADD
450	SOUTHERN MICHIGAN BANK & TRUST	$5.1K	200	—	NO PRIOR
451	Solstein Capital, LLC	$5.1K	200	+200	NEW
452	Addison Advisors LLC	$5.0K	196	+91	ADD
453	Johnson Financial Group, Inc.	$4.4K	172	−38	TRIM
454	First Command Advisory Services, Inc.	$4.2K	163	+163	NEW
455	Kilter Group LLC	$3.7K	147	+147	NEW
456	Gold Investment Management Ltd.	$3.7K	146	0	NO CHANGE
457	JPL Wealth Management, LLC	$3.7K	145	+145	NEW
458	Clearstead Advisors, LLC	$3.5K	136	−771	TRIM
459	Treasurer of the State of North Carolina	$3.4K	135,079	+2,880	ADD
460	Truvestments Capital LLC	$3.4K	132	−100	TRIM
461	Bell Investment Advisors, Inc	$3.1K	122	−47	TRIM
462	Costello Asset Management, INC	$2.6K	100	0	NO CHANGE
463	Redwood Park Advisors LLC	$2.6K	100	+100	NEW
464	THRIVENT FINANCIAL FOR LUTHERANS	$2.5K	96,600	−25	TRIM
465	First Pacific Financial	$2.4K	93	+93	NEW
466	HighMark Wealth Management LLC	$2.2K	86	+1	ADD
467	State of Alaska, Department of Revenue	$2.2K	85,114	+220	ADD
468	Owl Creek Wealth Partners LLC	$2.2K	85	—	NO PRIOR
469	Arlington Trust Co LLC	$2.0K	78	+78	NEW
470	Ritter Daniher Financial Advisory LLC / DE	$1.9K	76	+1	ADD
471	Clearstead Trust, LLC	$1.9K	75	+45	ADD
472	Private Wealth Management Group, LLC	$1.8K	72	−6	TRIM
473	DekaBank Deutsche Girozentrale	$1.8K	70,314	0	NO CHANGE
474	Virtu Financial LLC	$1.7K	67,942	+67,942	NEW
475	TFC Financial Management, Inc.	$1.6K	64	+59	ADD
476	AMALGAMATED BANK	$1.6K	60,950	−5,812	TRIM
477	Clayton Financial Group LLC	$1.5K	57	+38	ADD
478	MCGUIRE CAPITAL ADVISORS INC	$1.4K	55	−670	TRIM
479	Rialto Wealth Management, LLC	$1.4K	54	−9	TRIM
480	Kentucky Retirement Systems	$1.3K	28,136	—	NO PRIOR
481	SUMMIT SECURITIES GROUP LLC	$1.3K	52	−419	TRIM
482	Key FInancial Inc	$1.3K	49	−20	TRIM
483	Valued Wealth Advisors LLC	$1.1K	42	−10	TRIM
484	Archer Investment Corp	$1.0K	40	0	NO CHANGE
485	DiNuzzo Private Wealth, Inc.	$1.0K	40	+6	ADD
486	BFSG, LLC	$984	39	0	NO CHANGE
487	Fruth Investment Management	$957	37,530	+19,580	ADD
488	MV CAPITAL MANAGEMENT, INC.	$944	37	−16	TRIM
489	DecisionPoint Financial, LLC	$867	34	0	NO CHANGE
490	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$821	32,213	0	NO CHANGE
491	ACADIAN ASSET MANAGEMENT LLC	$756	29,764	+29,764	NEW
492	Vermillion Wealth Management, Inc.	$587	23	+23	NEW
493	South Dakota Investment Council	$580	22,748	−24,200	TRIM
494	CHASE INVESTMENT COUNSEL CORP	$565	22,172	+22,172	NEW
495	BANQUE PICTET & CIE SA	$510	20	+20	NEW
496	STONERIDGE INVESTMENT PARTNERS LLC	$486	19,048	−9,757	TRIM
497	Physician Wealth Advisors, Inc.	$485	19	0	NO CHANGE
498	HFM Investment Advisors, LLC	$485	19	+8	ADD
499	ASSETMARK, INC	$379	15	−29	TRIM
500	Harel Insurance Investments & Financial Services Ltd.	$306	12,000	+12,000	NEW

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · MOS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Caxton Associates $2.3M held
Trimming: 3 Gotham Asset Management, Bridgewater Associates, Moore Capital Management $6.7M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · MOSAIC CO

Merged timeline of congressional filings and notable-manager moves on MOS
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	TRIM	−7,316 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−28,466 sh
2026-05-15	Moore Capital Management 13F	EXIT	−231,177 sh
2026-05-14	Caxton Associates 13F	NEW	+90,121 sh

5 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed MOS — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).