Stocklore

The Mosaic Company (MOS)

Materials · US stock

What changed in recent filings

  • Institutions — 1 new · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

The Mosaic Company recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Aug 4, 2026
    Revenue -6.0% YoY · EPS $-0.86
    Released after the close: Aug 4 close → Aug 5 close, the stock moved +3.1% · over the same window, market -0.2% · sector +0.9%
  • 26Q1Released May 11, 2026
    Revenue +14.4% YoY · EPS $-0.81
    Released during the session: May 8 close → May 11 close, the stock moved -1.8% · over the same window, market +0.2% · sector +2.1%
  • 25Q4Released Feb 24, 2026
    Revenue +5.6% YoY · EPS $-1.63
    Released after the close: Feb 24 close → Feb 25 close, the stock moved -5.3% · over the same window, market +0.8% · sector +0.3%
  • 25Q3Released Nov 4, 2025
    Revenue +22.8% YoY · EPS $1.29
    Released after the close: Nov 4 close → Nov 5 close, the stock moved -1.2% · over the same window, market +0.3% · sector +1.4%

The next earnings release is estimated around Nov 3, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding The Mosaic Company

How many of the institutions we track reported holding this stock, quarter by quarter.

max 10
2019 Q1 · 42019 Q2 · 42019 Q3 · 32019 Q4 · 22020 Q1 · 22020 Q2 · 22020 Q3 · 22020 Q4 · 32021 Q1 · 32021 Q2 · 62021 Q3 · 52021 Q4 · 42022 Q1 · 102022 Q2 · 62022 Q3 · 62022 Q4 · 62023 Q1 · 52023 Q2 · 52023 Q3 · 52023 Q4 · 52024 Q1 · 62024 Q2 · 52024 Q3 · 42024 Q4 · 52025 Q1 · 42025 Q2 · 42025 Q3 · 52025 Q4 · 42026 Q1 · 32026 Q2 · 2
19 Q122 Q326 Q2

2019 Q1: 4 → 2026 Q2: 2 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold The Mosaic Company

Institutions we track that reported holding this stock in their most recent 13F.

  • Caisse de depot (Quebec)0.02% of portfolio · held as of 2019 Q1 or earlier
  • Point72 Asset ManagementNew this quarter0.02% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

The Mosaic Company is a global agricultural inputs company that produces and markets concentrated phosphate and potash crop nutrients. Its operations center on mining, processing, and distributing fertilizer products used to support crop nutrition, along with phosphate-based animal feed ingredients and related industrial products. The company serves farmers, distributors, and agribusiness customers across North America and international markets through its Phosphates, Potash, and Mosaic Fertilizantes segments. Mosaic’s business combines resource extraction with large-scale chemical processing and fertilizer blending, making it an important supplier within the agricultural supply chain. Headquartered in Tampa, Florida, The Mosaic Company focuses on delivering essential nutrients that help improve soil fertility and support food production worldwide.

What is the Materials sector?

Mining, precious metals, and steel. Sensitive to commodity prices and the dollar.

The Mosaic Company is classified under the Materials sector. See peers below.

The Mosaic Company key financials

Based on SEC filings · as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

The Mosaic Company vs Materials sector benchmark

Median of 17 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
8.8%vs benchmark 6.5%↑ above
Operating margin
-1.3%vs benchmark 12.7%↓ below
Net margin
-5.2%vs benchmark 5.7%↓ below
ROE
4.5%vs benchmark 5.3%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ETFs holding The Mosaic Company

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLBState Street(R) Materials Select Sector SPDR(R) ETF
0.90%
RSPInvesco S&P 500 Equal Weight ETF
0.22%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.03%
SPY
0.01%
IVViShares Core S&P 500 ETF
0.01%
VOOVANGUARD 500 INDEX FUND
0.01%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.01%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.01%

MOS on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Materials average
See full MOS analysis →

Peers · Materials

MOS FAQ

What is The Mosaic Company (MOS)?

The Mosaic Company is a global agricultural inputs company that produces and markets concentrated phosphate and potash crop nutrients. Its operations center on mining, processing, and distributing fertilizer products used to support crop nutrition, along with phosphate-based animal feed ingredients and related industrial products. The company serves farmers, distributors, and agribusiness customers across North America and international markets through its Phosphates, Potash, and Mosaic Fertilizantes segments. Mosaic’s business combines resource extraction with large-scale chemical processing and fertilizer blending, making it an important supplier within the agricultural supply chain. Headquartered in Tampa, Florida, The Mosaic Company focuses on delivering essential nutrients that help improve soil fertility and support food production worldwide.

What sector is The Mosaic Company in?

The Mosaic Company is classified under Materials. Mining, precious metals, and steel. Sensitive to commodity prices and the dollar.

What are The Mosaic Company's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 8.8%, Operating margin -1.3%, Net margin -5.2%, ROE 4.5%, Debt-to-equity 0.42x. Definitions and interpretation are available on Stocklore.

Where can I analyze The Mosaic Company (MOS) stock?

On Stocklore you can see MOS's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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