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LPL Financial LLC

Position in MOS — Mosaic Co

CIK 1403438 FORT MILL, SC

Position in MOS

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$5,173,338
-$6,212,342 QoQ
Shares Held
202,876
-57.1% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 8.031506930341687.ToString("F0")% Shared 0.ToString("F0")% None 91.96849306965831.ToString("F0")%

Common Shares in MOS Over Time

Shares Held

Position Value (USD)

Derivatives in MOS

reported options exposure · as of Dec 31, 2025
CallValue
$361,350
CallShares
15,000
PutValue
$5,506,974
PutShares
228,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Agricultural Inputs

Basic Materials · as of Mar 31, 2026

LPL Financial LLC holds $107,767,184 across 9 Agricultural Inputs names. MOS ranks #4 (4.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 MOS
Mosaic Co
This page
202,876 $5,173,338

All Filings in MOS

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27 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $5,173,338 202,876
2025-12-31 $5,506,974 228,600
2025-12-31 $11,385,680 472,631
2025-12-31 $361,350 15,000
2025-09-30 $10,040,900 289,530
2025-06-30 $6,639,141 181,994
2025-03-31 $5,056,596 187,212
2024-12-31 $7,329,928 298,207
2024-09-30 $7,347,146 274,352
2024-06-30 $7,690,694 266,114
2024-03-31 $7,442,363 229,278
2023-12-31 $8,721,335 244,090
2023-09-30 $7,355,173 206,606
2023-06-30 $5,092,850 145,510
2023-03-31 $7,818,823 170,419
2022-12-31 $7,536,515 171,792
2022-09-30 $9,400,523 194,507
2022-06-30 $8,307,993 175,905
2022-03-31 $12,164,512 182,925
2021-12-31 $3,083,164 78,472
2021-09-30 $3,115,605 87,223
2021-06-30 $3,322,947 104,135
2021-03-31 $3,462,211 109,529
2020-12-31 $1,001,579 43,528
2020-09-30 $434,150 23,763
2020-06-30 $294,422 23,535
2020-03-31 $234,923 21,712