The Mosaic Company
MX ˙ BMV ˙ US61945C1036
SecurityMX:MOS / The Mosaic Company
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership427,870 shares
Latest Disclosed Value $ 10,910,687
Principal Financial Group Inc reports 2.07% increase in ownership of MOS / The Mosaic Company

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 427,870 shares of The Mosaic Company (MX:MOS) valued at $10,910,687 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 419,199 shares of The Mosaic Company. This represents a change in shares of 2.07% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F MOSAIC COM 61945C103 427,870 8,671 2.07 10,911 8.04 0.0058
2026-02-02 2025-12-31 13F MOSAIC CO COM 61945C103 419,199 26,222 6.67 10,099 -25.90 0.0052
2025-11-04 2025-09-30 13F MOSAIC CO COM 61945C103 392,977 28,312 7.76 13,628 2.45 0.0069
2025-08-08 2025-06-30 13F MOSAIC CO COM 61945C103 364,665 -13,626 -3.60 13,303 30.19 0.0070
2025-04-28 2025-03-31 13F MOSAIC CO COM 61945C103 378,291 -17,829 -4.50 10,218 4.94 0.0057
2025-01-31 2024-12-31 13F MOSAIC CO COM 61945C103 396,120 -9,654 -2.38 9,737 -10.40 0.0053
2024-10-31 2024-09-30 13F MOSAIC CO COM 61945C103 405,774 -8,351 -2.02 10,867 -9.21 0.0060
2024-07-29 2024-06-30 13F MOSAIC CO COM 61945C103 414,125 -14,017 -3.27 11,968 -13.88 0.0071
2024-04-29 2024-03-31 13F MOSAIC CO COM 61945C103 428,142 23,894 5.91 13,897 -3.78 0.0082
2024-02-07 2023-12-31 13F MOSAIC CO COM 61945C103 404,248 -34,313 -7.82 14,444 -7.49 0.0092
2023-11-02 2023-09-30 13F MOSAIC CO COM 61945C103 438,561 5,688 1.31 15,613 3.05 0.0112
2023-08-07 2023-06-30 13F MOSAIC CO COM 61945C103 432,873 -8,378 -1.90 15,151 -25.16 0.0104
2023-05-09 2023-03-31 13F MOSAIC CO COM 61945C103 441,251 6,968 1.60 20,245 6.26 0.0145
2023-02-09 2022-12-31 13F MOSAIC CO COM 61945C103 434,283 -100 -0.02 19,052 -9.26 0.0143
2022-11-09 2022-09-30 13F MOSAIC CO COM 61945C103 434,383 -71,004 -14.05 20,994 -12.04 0.0167
2022-08-10 2022-06-30 13F MOSAIC CO COM 61945C103 505,387 -49,238 -8.88 23,869 -35.28 0.0177
2022-05-09 2022-03-31 13F MOSAIC CO COM 61945C103 554,625 -48,653 -8.06 36,882 55.60 0.0146
2022-05-09 2022-03-31 13F MOSAIC CO COM 61945C103 518,546 34,483
2022-02-09 2021-12-31 13F MOSAIC CO COM 61945C103 603,278 -41,187 -6.39 23,703 2.97 0.0141
2021-11-09 2021-09-30 13F MOSAIC CO COM 61945C103 644,465 -12,704 -1.93 23,020 9.78 0.0150
2021-08-10 2021-06-30 13F MOSAIC CO COM 61945C103 657,169 -7,369 -1.11 20,970 -0.17 0.0135
2021-05-10 2021-03-31 13F MOSAIC CO COM 61945C103 664,538 -5,320 -0.79 21,006 36.29 0.0148
2021-02-23 2020-12-31 13F/A-1 MOSAIC CO COM 61945C103 669,858 -34,346 -4.88 15,413 19.80 0.0114
2021-02-08 2020-12-31 13F MOSAIC CO COM 61945C103 669,858 -34,346 15,413 6,063.7117
2020-11-06 2020-09-30 13F MOSAIC CO COM 61945C103 704,204 -133,930 -15.98 12,866 22.71 0.0108
2020-08-05 2020-06-30 13F MOSAIC CO COM 61945C103 838,134 122,607 17.14 10,485 35.43 0.0093
2020-05-12 2020-03-31 13F MOSAIC CO COM 61945C103 715,527 -9,667 -1.33 7,742 -50.67 0.0086
2020-02-05 2019-12-31 13F MOSAIC CO COM 61945C103 725,194 -45,844 -5.95 15,694 -0.71 0.0131
2019-11-13 2019-09-30 13F MOSAIC CO COM 61945C103 771,038 40,300 5.51 15,806 -13.58 0.0139
2019-08-12 2019-06-30 13F MOSAIC CO COM 61945C103 730,738 -56,853 -7.22 18,290 -14.97 0.0164
2019-05-10 2019-03-31 13F MOSAIC CO COM 61945C103 787,591 7,831 1.00 21,509 -5.57 0.0200
2019-02-14 2018-12-31 13F MOSAIC CO COM 61945C103 779,760 24,239 3.21 22,777 -7.18 0.0243
2018-11-14 2018-09-30 13F MOSAIC CO COM 61945C103 755,521 -30,039 -3.82 24,540 11.37 0.0216
2018-08-13 2018-06-30 13F MOSAIC CO COM 61945C103 785,560 27,051 3.57 22,035 19.64 0.0203
2018-05-14 2018-03-31 13F MOSAIC CO COM 61945C103 758,509 33,619 4.64 18,417 -0.99 0.0177
2018-02-12 2017-12-31 13F MOSAIC CO COM 61945C103 724,890 202,764 38.83 18,601 65.00 0.0171
2017-11-02 2017-09-30 13F MOSAIC CO COM 61945C103 522,126 -14,403 -2.68 11,273 -7.97 0.0109
2017-08-08 2017-06-30 13F MOSAIC CO COM 61945C103 536,529 6,248 1.18 12,249 -20.84 0.0123
2017-05-11 2017-03-31 13F MOSAIC CO COM 61945C103 530,281 5,270 1.00 15,474 0.49 0.0186
2017-02-13 2016-12-31 13F MOSAIC CO COM 61945C103 525,011 -925 -0.18 15,399 19.70 0.0195
2016-11-10 2016-09-30 13F MOSAIC CO COM 61945C103 525,936 11,657 2.27 12,865 -4.45 0.0170
2016-08-09 2016-06-30 13F MOSAIC CO COM 61945C103 514,279 -15,721 -2.97 13,464 -5.91 0.0188
2016-05-10 2016-03-31 13F MOSAIC CO COM 61945C103 530,000 33,706 6.79 14,310 4.51 0.0208
2016-02-09 2015-12-31 13F MOSAIC CO COM 61945C103 496,294 -276,179 -35.75 13,693 -43.02 0.0203
2015-11-12 2015-09-30 13F/A-1 MOSAIC CO COM 61945C103 772,473 -97,842 -11.24 24,032 -41.06 0.0378
2015-11-09 2015-09-30 13F MOSAIC CO COM 61945C103 772,473 24,032
2015-08-10 2015-06-30 13F MOSAIC CO COM 61945C103 870,315 9,689 1.13 40,774 2.86 0.0608
2015-05-14 2015-03-31 13F/A-1 MOSAIC CO COM 61945C103 860,626 422,710 96.53 39,641 98.29 0.0591
2015-05-12 2015-03-31 13F MOSAIC CO COM 61945C103 860,626 39,640
2015-02-12 2014-12-31 13F MOSAIC CO COM 61945C103 437,916 16,016 3.80 19,991 6.70 0.0311
2014-11-13 2014-09-30 13F MOSAIC CO COM 61945C103 421,900 11,908 2.90 18,736 -7.59 0.0318
2014-08-12 2014-06-30 13F MOSAIC CO COM 61945C103 409,992 -14,075 -3.32 20,274 -4.38 0.0341
2014-05-13 2014-03-31 13F MOSAIC CO COM 61945C103 424,067 4,012 0.96 21,203 6.78 0.0378
2014-02-12 2013-12-31 13F MOSAIC CO COM 61945C103 420,055 1,055 0.25 19,856 10.15 0.0371
2013-11-05 2013-09-30 13F MOSAIC CO COM 61945C103 419,000 -250,252 -37.39 18,026 -49.94 0.0372
2013-08-12 2013-06-30 13F MOSAIC CO COM 61945C103 669,252 669,252 36,012 0.0798
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.