MOSNYSEAgricultural ChemicalsFiscal year ends December 31
MOSAIC CO
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$17.92−0.90 (-4.78%)
Close on Oct 19, 2026
- Market cap
- $5.70B
- P/E (TTM)
- –
- Dividend yield
- 4.91%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
95.4%
303M of 318M shares
Institutional holders
664
98 new, 126 sold out
Net institutional buying
21M
In Q2 2026
Insider trades, 12 months
1 buys · 1 sales
Net sold $491.27K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FMR LLC | 29,043,388 | 9.10% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Capital Management | 23,414,047 | 7.37% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 21,250,408 | 6.70% | 13G (passive) amendment | Mar 31, 2025 |
| AQR Capital Management, LLC | 18,292,494 | 5.76% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MOS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 24,751,481 | 7.79% | $524.48M | +1,104,511 | 0.01% |
| Vanguard Capital Management LLC | 20,744,667 | 6.53% | $439.58M | +109,328 | 0.01% |
| Aqr Capital Management LLC | 18,292,494 | 5.75% | $387.62M | +7,367,770 | 0.14% |
| State Street Corp | 15,039,070 | 4.73% | $318.68M | +1,631,423 | 0.01% |
| Invesco Ltd. | 14,904,222 | 4.69% | $315.82M | +3,667,101 | 0.02% |
| Vanguard Portfolio Management LLC | 14,759,347 | 4.64% | $312.75M | −546,006 | 0.01% |
| Dimensional Fund Advisors LP | 14,411,407 | 4.53% | $305.40M | +171,357 | 0.06% |
| FMR LLC | 13,199,733 | 4.15% | $279.70M | −15,879,277 | 0.01% |
| Geode Capital Management, LLC | 8,919,117 | 2.81% | $188.67M | +167,591 | 0.01% |
| Donald Smith & Co., Inc. | 7,723,547 | 2.43% | $163.66M | +3,105,856 | 2.88% |
| Millennium Management LLC | 6,591,349 | 2.07% | $139.67M | +6,361,462 | 0.05% |
| Morgan Stanley | 5,152,979 | 1.62% | $109.19M | +244,416 | 0.01% |
| Northern Trust Corp | 5,138,691 | 1.62% | $108.89M | −33,654 | 0.01% |
| Nykredit A/S | 5,112,277 | 1.61% | $108.33M | New | 0.34% |
| Norges Bank | 4,587,982 | 1.44% | $97.22M | New | 0.01% |
| Goldman Sachs Group Inc | 4,195,842 | 1.32% | $88.91M | −2,591,486 | 0.01% |
| Charles Schwab Investment Management Inc | 4,161,262 | 1.31% | $88.18M | +260,994 | 0.01% |
| Deutsche Bank AG\ | 3,450,286 | 1.09% | $73.11M | +588,403 | 0.02% |
| Price T Rowe Associates Inc /Md/ | 3,447,391 | 1.08% | $73.05K | −2,047,044 | 0.01% |
| UBS Group AG | 3,343,319 | 1.05% | $70.84M | +1,431,387 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 664 | 303M | 95.4% | 98 / 281 | 211 / 126 | 67M | 46M |
| Q1 2026 | 697 | 283M | 88.9% | 144 / 278 | 190 / 96 | 75M | 45M |
| Q4 2025 | 658 | 293M | 92.1% | 114 / 216 | 250 / 155 | 43M | 48M |
| Q3 2025 | 714 | 299M | 94.1% | 104 / 269 | 228 / 93 | 52M | 46M |
| Q2 2025 | 707 | 294M | 92.5% | 157 / 269 | 201 / 67 | 60M | 41M |
| Q1 2025 | 628 | 276M | 86.8% | 127 / 217 | 213 / 111 | 43M | 41M |
| Q4 2024 | 624 | 276M | 86.9% | 99 / 196 | 247 / 98 | 33M | 29M |
| Q3 2024 | 635 | 273M | 85.8% | 79 / 224 | 245 / 84 | 53M | 23M |
| Q2 2024 | 644 | 271M | 85.1% | 77 / 229 | 250 / 79 | 34M | 45M |
| Q1 2024 | 653 | 282M | 88.8% | 75 / 257 | 243 / 94 | 50M | 46M |
| Q4 2023 | 680 | 278M | 87.5% | 107 / 200 | 281 / 72 | 24M | 20M |
| Q3 2023 | 658 | 274M | 86.3% | 69 / 227 | 259 / 78 | 15M | 26M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MOS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 10,087,387 | 3.17% | $213.75M | 0.01% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 9,400,783 | 2.96% | $207.95M | 0.22% | Jul 31, 2026 |
| Vanguard 500 Index Fund | 8,236,956 | 2.59% | $174.54M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 7,291,898 | 2.29% | $154.52M | 0.08% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 4,617,596 | 1.45% | $97.85M | 0.14% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 4,385,245 | 1.38% | $92.92M | 0.01% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 4,061,898 | 1.28% | $97.08M | 0.01% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 3,592,794 | 1.13% | $79.47M | 0.41% | Jul 31, 2026 |
| State Street(R) Materials Select Sector SPDR(R) ETF | 3,473,540 | 1.09% | $73.60M | 0.90% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 2,610,555 | 0.82% | $62.39M | 0.02% | May 31, 2026 |
| FlexShares Morningstar Global Upstream Natural Resources Index Fund | 2,211,258 | 0.70% | $48.91M | 0.68% | Jul 31, 2026 |
| Vanguard Selected Value Fund | 1,781,250 | 0.56% | $39.40M | 0.57% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 1,726,941 | 0.54% | $36.59M | 0.01% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 1,596,256 | 0.50% | $35.31M | 0.43% | Jul 31, 2026 |
| Fidelity Value Fund | 1,569,700 | 0.49% | $34.72M | 0.33% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Bruce M. Bodine | President and CEO, Director | 20,250 | 0.01% | Mar 11, 2026 |
| Walter F. Precourt III | SVP - Chief Admin Officer | 116,198 | 0.04% | Aug 21, 2026 |
| Yijun Wang | EVP-Commercial | 59,613 | 0.02% | Mar 11, 2026 |
| Karen A. Swager | EVP - Operations | 176,547 | 0.06% | Mar 11, 2026 |
| Russell A. Flugel | Principal Accounting Officer | 14,845 | 0.00% | Mar 11, 2026 |
| Philip Eugene Bauer | Sr. VP, Gen Counsel & Corp Sec | 35,991 | 0.01% | Mar 11, 2026 |
| Luciano Siani Pires | EVP and CFO | 16,040 | 0.01% | Mar 6, 2026 |
| Timothy S. Gitzel | Director | 79,527 | 0.03% | Jun 1, 2026 |
| Gretchen H. Watkins | Director | 35,934 | 0.01% | Jun 1, 2026 |
| Joao Roberto Goncalves Teixeira | Director | 13,442 | 0.00% | Jun 1, 2026 |
| Sonya C. Little | Director | 7,286 | 0.00% | Jun 1, 2026 |
| Jody Lynne Kuzenko | Director | 13,444 | 0.00% | Jun 1, 2026 |
| Kathleen M. Shanahan | Director | 7,286 | 0.00% | Jun 1, 2026 |
| Kelvin R. Westbrook | Director | 39,807 | 0.01% | Jun 1, 2026 |
| Cheryl K. Beebe | Director | 46,691 | 0.01% | Jun 1, 2026 |
| David Thomas Seaton | Director | 51,089 | 0.02% | Jun 1, 2026 |
| Emery N. Koenig | Director | 86,228 | 0.03% | Jun 1, 2026 |
| Gregory L. Ebel | Director | 150,431 | 0.05% | Jun 1, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Walter F. Precourt III SVP - Chief Admin Officer | Aug 19, 2026 | Sale | −23,000 | $22.12 | $508.76K | 116,198 |
| Kelvin R. Westbrook Director | May 28, 2026 | Option exercise | +2,437 | – | – | 39,807 |
| Joao Roberto Goncalves Teixeira Director | May 28, 2026 | Option exercise | +4,873 | – | – | 13,442 |
| Kathleen M. Shanahan Director | May 28, 2026 | Option exercise | +4,873 | – | – | 7,286 |
| Gregory L. Ebel Director | May 28, 2026 | Option exercise | +7,310 | – | – | 7,310 |
| Timothy S. Gitzel Director | May 28, 2026 | Option exercise | +4,873 | – | – | 79,527 |
| Gretchen H. Watkins Director | May 28, 2026 | Option exercise | +4,873 | – | – | 35,934 |
| Emery N. Koenig Director | May 28, 2026 | Option exercise | +4,873 | – | – | 86,228 |
| Jody Lynne Kuzenko Director | May 28, 2026 | Option exercise | +4,873 | – | – | 13,444 |
| Sonya C. Little Director | May 28, 2026 | Option exercise | +4,873 | – | – | 7,286 |
| Cheryl K. Beebe Director | May 28, 2026 | Option exercise | +2,437 | – | – | 46,691 |
| David Thomas Seaton Director | May 28, 2026 | Option exercise | +3,167 | – | – | 51,089 |
| Yijun Wang EVP-Commercial | Mar 9, 2026 | Tax withholding | −4,406 | $26.92 | $118.61K | 59,613 |
| Yijun Wang EVP-Commercial | Mar 9, 2026 | Option exercise | +3,211 | – | – | 64,019 |
| Yijun Wang EVP-Commercial | Mar 9, 2026 | Option exercise | +7,613 | – | – | 60,808 |
| Karen A. Swager EVP - Operations | Mar 9, 2026 | Option exercise | +12,181 | – | – | 176,547 |
| Karen A. Swager EVP - Operations | Mar 9, 2026 | Tax withholding | −6,087 | $26.92 | $163.86K | 175,598 |
| Karen A. Swager EVP - Operations | Mar 9, 2026 | Option exercise | +5,138 | – | – | 181,685 |
| Russell A. Flugel Principal Accounting Officer | Mar 9, 2026 | Option exercise | +1,108 | – | – | 14,845 |
| Russell A. Flugel Principal Accounting Officer | Mar 9, 2026 | Option exercise | +4,437 | – | – | 13,737 |
| Russell A. Flugel Principal Accounting Officer | Mar 9, 2026 | Tax withholding | −2,384 | $26.92 | $64.18K | 12,461 |
| Philip Eugene Bauer Sr. VP, Gen Counsel & Corp Sec | Mar 9, 2026 | Option exercise | +7,613 | – | – | 35,991 |
| Philip Eugene Bauer Sr. VP, Gen Counsel & Corp Sec | Mar 9, 2026 | Tax withholding | −4,260 | $26.92 | $114.68K | 34,942 |
| Philip Eugene Bauer Sr. VP, Gen Counsel & Corp Sec | Mar 9, 2026 | Option exercise | +3,211 | – | – | 39,202 |
| Walter F. Precourt III SVP - Chief Admin Officer | Mar 9, 2026 | Option exercise | +5,138 | $26.92 | $138.31K | 145,865 |
| Walter F. Precourt III SVP - Chief Admin Officer | Mar 9, 2026 | Option exercise | +12,181 | – | – | 140,727 |
| Walter F. Precourt III SVP - Chief Admin Officer | Mar 9, 2026 | Tax withholding | −6,667 | $26.92 | $179.48K | 139,198 |
| Bruce M. Bodine President and CEO, Director | Mar 9, 2026 | Option exercise | +5,780 | – | – | 19,484 |
| Bruce M. Bodine President and CEO, Director | Mar 9, 2026 | Tax withholding | −7,668 | $26.92 | $206.42K | 11,816 |
| Bruce M. Bodine President and CEO, Director | Mar 9, 2026 | Option exercise | +13,704 | – | – | 13,704 |
| Philip Eugene Bauer Sr. VP, Gen Counsel & Corp Sec | Jan 5, 2026 | Tax withholding | −1,739 | $25.02 | $43.51K | 28,378 |
| Philip Eugene Bauer Sr. VP, Gen Counsel & Corp Sec | Jan 2, 2026 | Option exercise | +5,865 | – | – | 30,117 |
| Jody Lynne Kuzenko Director | Nov 11, 2025 | Buy | +685 | $25.53 | $17.49K | 8,571 |
| Kelvin R. Westbrook Director | May 29, 2025 | Option exercise | +3,011 | – | – | 37,370 |
| Timothy S. Gitzel Director | May 29, 2025 | Option exercise | +6,022 | – | – | 74,654 |
| David Thomas Seaton Director | May 29, 2025 | Option exercise | +3,914 | – | – | 47,922 |
| Sonya C. Little Director | May 29, 2025 | Option exercise | +2,413 | – | – | 2,413 |
| Gretchen H. Watkins Director | May 29, 2025 | Option exercise | +6,022 | – | – | 31,061 |
| Walter F. Precourt III SVP - Chief Admin Officer | May 29, 2025 | Sale | −18,000 | $35.73 | $643.14K | 128,546 |
| Gregory L. Ebel Director | May 29, 2025 | Option exercise | +9,033 | – | – | 44,110 |
| Cheryl K. Beebe Director | May 29, 2025 | Option exercise | +3,011 | – | – | 44,254 |
| Joao Roberto Goncalves Teixeira Director | May 29, 2025 | Option exercise | +6,022 | – | – | 10,376 |
| Joao Roberto Goncalves Teixeira Director | May 29, 2025 | Tax withholding | −1,807 | $35.91 | $64.89K | 8,569 |
| Emery N. Koenig Director | May 29, 2025 | Option exercise | +6,022 | – | – | 81,355 |
| Jody Lynne Kuzenko Director | May 29, 2025 | Option exercise | +6,022 | – | – | 7,886 |
| Kathleen M. Shanahan Director | May 29, 2025 | Option exercise | +2,413 | – | – | 2,413 |
| Russell A. Flugel Principal Accounting Officer | May 23, 2025 | Tax withholding | −999 | $35.10 | $35.06K | 9,300 |
| Russell A. Flugel Principal Accounting Officer | May 23, 2025 | Option exercise | +4,099 | – | – | 10,299 |
| Bruce M. Bodine President and CEO, Director | May 8, 2025 | Sale | −180,708 | $31.56 | $5.70M | 0 |
| Karen A. Swager EVP - Operations | Mar 4, 2025 | Option exercise | +4,931 | – | – | 170,839 |
| Walter F. Precourt III SVP - Chief Admin Officer | Mar 4, 2025 | Option exercise | +4,931 | – | – | 152,752 |
| Yijun Wang EVP-Commercial | Mar 4, 2025 | Option exercise | +2,385 | – | – | 56,387 |
| Philip Eugene Bauer Sr. VP, Gen Counsel & Corp Sec | Mar 4, 2025 | Option exercise | +527 | – | – | 25,423 |
| Bruce M. Bodine President and CEO, Director | Mar 4, 2025 | Option exercise | +5,408 | – | – | 187,645 |
| Karen A. Swager EVP - Operations | Mar 3, 2025 | Option exercise | +11,139 | – | – | 165,908 |
| Karen A. Swager EVP - Operations | Mar 3, 2025 | Tax withholding | −6,473 | $23.33 | $151.02K | 164,366 |
| Walter F. Precourt III SVP - Chief Admin Officer | Mar 3, 2025 | Option exercise | +11,139 | – | – | 147,821 |
| Walter F. Precourt III SVP - Chief Admin Officer | Mar 3, 2025 | Tax withholding | −6,206 | $23.33 | $144.79K | 146,546 |
| Luciano Siani Pires EVP and CFO | Mar 3, 2025 | Option exercise | +1,465 | – | – | 6,040 |
| Yijun Wang EVP-Commercial | Mar 3, 2025 | Tax withholding | −3,192 | $23.33 | $74.47K | 53,195 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Walter F. Precourt III Officer | Aug 19, 2026 | 23,000 | $508.60K | Aug 19, 2026 | Restricted Stock Vesting |
| Walter F. Precourt III Officer | May 29, 2025 | 18,000 | $642.81K | May 29, 2025 | Restricted Stock Vesting |
| Bruce M. Bodine Officer, Director | May 8, 2025 | 180,708 | $5.69M | May 8, 2025 | Restricted Stock Vesting |
| Corrine D. Ricard Director | Nov 21, 2024 | 2,793 | $72.55K | Nov 21, 2024 | In Lieu of Services |
| Walter F. Precourt III Officer | Aug 13, 2024 | 39,748 | $1.11M | Aug 13, 2024 | Restricted Stock Vesting |
| Kelvin R. Westbrook Director | Aug 12, 2024 | 12,666 | $346.04K | Aug 12, 2024 | Restricted Stock Vesting |