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

Institutional Holders (2017Q1)
Portfolio Summary: 22 Institutional holders with a total value of $209,278,689.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PATHSTONE FAMILY OFFICE, LLC 46 1,000 0.00%
2 QUADRANT CAPITAL GROUP LLC 143 3,000 0.00%
3 Evercore Wealth Management, LLC 100 3,000 0.00%
4 Cornerstone Advisors, Inc. 1,463 43,000 0.02%
5 Veritable, L.P. 7,378 215,000 0.10%
6 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8,212 240,000 0.11%
7 Narwhal Capital Management 8,625 252,000 0.12%
8 BBR PARTNERS, LLC 11,000 321,000 0.15%
9 Laird Norton Wetherby Wealth Management, LLC 13,068 381,000 0.18%
10 American National Registered Investment Advisor, Inc. 16,610 485,000 0.23%
11 PROBITY ADVISORS, INC. 17,548 512,000 0.24%
12 AMERICAN NATIONAL INSURANCE CO 19,925 581,000 0.28%
13 World Asset Management Inc 40,613 1,185,000 0.57%
14 BOSTON RESEARCH & MANAGEMENT INC 55,300 1,613,000 0.77%
15 AUXIER ASSET MANAGEMENT LLC 84,431 2,464,000 1.18%
16 STUYVESANT CAPITAL MANAGEMENT 107,900 3,149,000 1.50%
17 SHELTON CAPITAL MANAGEMENT 114,968 3,355,000 1.60%
18 AFAM CAPITAL, INC. 116,348 3,395,000 1.62%
19 Jolley Asset Management, LLC 152,072 4,437,000 2.12%
20 Willis Investment Counsel 260,930 7,614,000 3.64%
21 FOUNDATION RESOURCE MANAGEMENT INC 602,182 17,572,000 8.40%
22 SHAPIRO CAPITAL MANAGEMENT LLC 5,533,162 161,457,689 77.15%

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.