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 Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $354.15 M.
Top institutional holders include Cliff Asness and Donald Smith & Co.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $57.82 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Mairs and Power reduced exposure by 16.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for The Mosaic Company (MOS)
Major holders include Cliff Asness ($276.5 M), Donald Smith & Co ($117.75 M), Joel Greenblatt ($6.69 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 16.33 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $57.82 M, with 6 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 4 fully exited MOS. The total reported sell value was $25.55 M.
Yes, 2 managers opened new positions in MOS, and 4 increased their existing holdings. The total reported buy value was $83.37 M.
