Guru Ownership Trend
Guru Analysis for The Mosaic Company (MOS)
The Mosaic Company (MOS), a key player in the Materials sector, continues to attract institutional attention.
As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $623.71 M.
Top institutional holders include Cliff Asness and Donald Smith & Co.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.76 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Jefferies Group reduced exposure by 99.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2026)
Guru Consensus (Q3 2026)
FAQs for The Mosaic Company (MOS)
Major holders include Cliff Asness ($387.62 M), Donald Smith & Co ($167.74 M), Jeremy Grantham ($28.45 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 28.45 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.76 M, with 1 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited MOS. The total reported sell value was $3.29 M.
Yes, 0 managers opened new positions in MOS, and 1 increased their existing holdings. The total reported buy value was $528,108.45.
