John Rogers's MOS Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 147,037 shares of The Mosaic Company (MOS) worth $3.54 M, representing 0.04% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, John Rogers has maintained a long-term strategic position in MOS, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2020, adding 104,033 shares. Largest reduction occurred in Q1 2022, reducing 100,014 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's The Mosaic Company (MOS) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Mosaic Company (MOS) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1,303 | Reduce 0.88% | 147,037 | $24.09 |
| Q2 2025 | +7,300 | Add 5.18% | 148,340 | $36.48 |
| Q3 2024 | +8,362 | Add 6.30% | 141,040 | $26.78 |
| Q2 2024 | -3,904 | Reduce 2.86% | 132,678 | $28.90 |
| Q1 2023 | +3,400 | Add 2.55% | 136,582 | $45.88 |
| Q4 2022 | -40,945 | Reduce 23.51% | 133,182 | $43.87 |
| Q3 2022 | -52,379 | Reduce 23.12% | 174,127 | $48.33 |
| Q2 2022 | -17,691 | Reduce 7.24% | 226,506 | $47.23 |
| Q1 2022 | -100,014 | Reduce 29.06% | 244,197 | $66.50 |
| Q4 2021 | -18,414 | Reduce 5.08% | 344,211 | $39.29 |
| Q3 2021 | -2,068 | Reduce 0.57% | 362,625 | $35.72 |
| Q2 2021 | -34,500 | Reduce 8.64% | 364,693 | $31.91 |
| Q1 2021 | +7,185 | Add 1.83% | 399,193 | $31.61 |
| Q3 2020 | -6,000 | Reduce 1.51% | 392,008 | $18.27 |
| Q2 2020 | -15,600 | Reduce 3.77% | 398,008 | $12.51 |
| Q1 2020 | +104,033 | Add 33.61% | 413,608 | $10.82 |
| Q4 2019 | +11,500 | Add 3.86% | 309,575 | $21.64 |
| Q3 2019 | -124 | Reduce 0.04% | 298,075 | $20.50 |
| Q1 2019 | +6,828 | Add 2.34% | 298,199 | $27.31 |
| Q4 2018 | +9,016 | Add 3.19% | 291,371 | $29.21 |
| Q3 2018 | -108 | Reduce 0.04% | 282,355 | $32.48 |
| Q2 2018 | -125 | Reduce 0.04% | 282,463 | $28.05 |
| Q1 2018 | -42 | Reduce 0.01% | 282,588 | $24.28 |
| Q4 2017 | -107 | Reduce 0.04% | 282,630 | $25.66 |
| Q3 2017 | -141 | Reduce 0.05% | 282,737 | $21.59 |
| Q2 2017 | +57,366 | Add 25.44% | 282,878 | $22.83 |
| Q1 2017 | +2,627 | Add 1.18% | 225,512 | $29.18 |
| Q4 2016 | +17,688 | Add 8.62% | 222,885 | $29.33 |
| Q3 2016 | -6,973 | Reduce 3.29% | 205,197 | $24.46 |
| Q1 2016 | +11,040 | Add 5.49% | 212,170 | $27.00 |
| Q4 2015 | +35,975 | Add 21.78% | 201,130 | $27.59 |
| Q3 2015 | +760 | Add 0.46% | 165,155 | $31.11 |
| Q2 2015 | -3,500 | Reduce 2.08% | 164,395 | $46.85 |
| Q1 2015 | +5,265 | Add 3.24% | 167,895 | $46.06 |
| Q4 2014 | -1,300 | Reduce 0.79% | 162,630 | $45.65 |
| Q3 2014 | +2,400 | Add 1.49% | 163,930 | $44.41 |
| Q2 2014 | +48,705 | Add 43.17% | 161,530 | $49.45 |
| Q1 2014 | +2,800 | Add 2.54% | 112,825 | $50.00 |
| Q4 2013 | +54,835 | Add 99.36% | 110,025 | $47.27 |
| Q3 2013 | +55,190 | New Buy | 55,190 | $43.02 |
John Rogers's The Mosaic Company Investment FAQs
John Rogers first purchased The Mosaic Company (MOS) in Q3 2013, acquiring 55,190 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held The Mosaic Company (MOS) for 50 quarters since Q3 2013.
John Rogers's largest addition to The Mosaic Company (MOS) was in Q1 2020, adding 413,608 shares worth $4.48 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 147,037 shares of The Mosaic Company (MOS), valued at approximately $3.54 M.
As of the Q4 2025 filing, The Mosaic Company (MOS) represents approximately 0.04% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in The Mosaic Company (MOS) was 413,608 shares, as reported at the end of Q1 2020.