$MOS is held by 18 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.26%, with an average of 0.04% of portfolio. Largest holder: Fruth Investment Management at 0.26%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
MOSAIC CO
13F holders
694
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 694 · Source: 13F-HR01
Bahl & Gaynor Inc.
—
—
02
TB Capital Gestao de Recursos Ltda.
—
—
03
Axa S.a.
—
—
04
State Street
—
—
05
Solus Alternative Asset Management LP
—
—
06
Brightline Capital Management, LLC
—
—
07
Money Concepts Capital Corp.
—
—
08
ProShare Advisors LLC
—
—
09
Strs Ohio
—
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10
Banyan Capital Management, Inc.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
18 holders · Q1 202601
Fruth Investment Management
0.26% held
α +79.5pts
02
Gmt Capital Corp.
0.18% ↓ 1.0pp
α +30.6pts
03
Cypress Capital Group
0.11% NEW
α +12.6pts
04
Shufro Rose & Co. LLC
0.03% held
α +32.3pts
05
TRUE Private Wealth Advisors
0.02% held
α +23.4pts
06
Caption Management, LLC
0.02% held
α +15.5pts
07
Quarry LP
0.02% held
α +10.6pts
08
Wellington Management Group LLP
0.01% held
α +10.5pts
09
Scopia Capital Management LP
0.01% held
α +10.2pts
10
Banque Pictet & Cie SA
0.01% held
α +10.3pts
11
Citigroup Inc.
0.01% held
α +26.3pts
12
WINTON GROUP Ltd
0.01% held
α +27.0pts
13
Nikko Asset Management Americas, Inc.
0.01% held
α +22.1pts
14
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
15
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
16
Costello Asset Management, INC
0.00% held
α +14.3pts
17
Knightsbridge Asset Management, LLC
0.00% held
α +24.2pts
18
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
3 transactions · 3 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
5 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $MOS lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $MOS — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:30 UTC.