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MOSAIC CO NEW
MOSAIC CO NEW. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 25 Institutional holders with a total value of $181,589,724.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SHAPIRO CAPITAL MANAGEMENT LLC 1,920,282 85,279,724 46.96%
2 NUANCE INVESTMENTS, LLC 660,466 29,331,000 16.15%
3 KILLEN GROUP INC 316,525 14,057,000 7.74%
4 S&CO INC 214,330 9,518,000 5.24%
5 MSF Capital, LLC 179,314 7,963,000 4.39%
6 Curi Capital, LLC 141,886 6,301,000 3.47%
7 AFAM CAPITAL, INC. 113,584 5,044,000 2.78%
8 Windsor Financial Group, LLC 83,398 3,704,000 2.04%
9 Jolley Asset Management, LLC 78,713 3,496,000 1.93%
10 PATTEN & PATTEN INC/TN 62,335 2,768,000 1.52%
11 Tufton Capital Management 57,850 2,569,000 1.41%
12 CROFT-LEOMINSTER INC 52,745 2,342,000 1.29%
13 Geneva Advisors, LLC 47,463 2,108,000 1.16%
14 World Asset Management Inc 47,059 2,089,000 1.15%
15 BOSTON RESEARCH & MANAGEMENT INC 42,770 1,899,000 1.05%
16 Sandhill Capital Partners LLC 15,272 678,000 0.37%
17 WOODMONT INVESTMENT COUNSEL LLC 10,751 477,000 0.26%
18 UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,859 438,000 0.24%
19 J.P. Morgan Private Wealth Advisors LLC 8,987 399,000 0.22%
20 CYPRESS ASSET MANAGEMENT INC/TX 7,343 326,000 0.18%
21 BURNHAM ASSET MANAGEMENT CORP /NY/ 7,000 311,000 0.17%
22 Ameritas Investment Partners, Inc. 5,968 265,000 0.15%
23 Veritable, L.P. 4,525 201,000 0.11%
24 Hemenway Trust Co LLC 567 25,000 0.01%
25 Cornerstone Advisors, Inc. 32 1,000 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.