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 $635.93 M.
Top institutional holders include Cliff Asness and Donald Smith & Co.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $258.77 M net inflow during the quarter.
Recent activity highlights Jeremy Grantham who dramatically increased their stake. Conversely, Joel Greenblatt reduced exposure by 27.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for The Mosaic Company (MOS)
Major holders include Cliff Asness ($387.62 M), Donald Smith & Co ($163.66 M), Jeremy Grantham ($28.44 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 28.58 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $258.77 M, with 6 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited MOS. The total reported sell value was $7.32 M.
Yes, 2 managers opened new positions in MOS, and 4 increased their existing holdings. The total reported buy value was $266.09 M.
