Capital World Investors Holds 39.9M Shares in Mosaic Co.

TL;DR

**Capital World Investors still owns a huge chunk of Mosaic Co. stock.**

AI Summary

Capital World Investors, a Delaware-based investment firm, filed an amended SC 13G/A on February 9, 2024, disclosing their ownership in Mosaic Co. As of December 29, 2023, they beneficially own 39,945,423 shares of Mosaic's Common Stock, representing a significant stake. This filing indicates a notable institutional investor maintains a large position, which could signal confidence in Mosaic's long-term prospects for current and potential shareholders.

Why It Matters

This filing shows a major institutional investor, Capital World Investors, continues to hold a substantial stake in Mosaic Co., which can be interpreted as a vote of confidence in the company's future performance.

Risk Assessment

Risk Level: low — This filing is a routine update from a large institutional investor and does not indicate any immediate risks or significant changes in company fundamentals.

Analyst Insight

Investors should note that a major institutional investor, Capital World Investors, continues to hold a substantial position in Mosaic Co., which could be a positive signal, but further research into Mosaic's fundamentals and Capital World Investors' investment strategy is warranted.

Key Numbers

• 39,945,423 — Shares Beneficially Owned (Total shares of Mosaic Co. Common Stock held by Capital World Investors as of December 29, 2023.)
• 39,846,552 — Sole Voting Power Shares (Shares over which Capital World Investors has sole voting power.)

Key Players & Entities

• Capital World Investors (company) — the reporting person and institutional investor
• Mosaic Co. (company) — the subject company whose shares are being reported
• Delaware (company) — place of organization for Capital World Investors
• December 29, 2023 (date) — date of event requiring the filing
• February 9, 2024 (date) — date the SC 13G/A was filed

Forward-Looking Statements

• Capital World Investors will maintain a significant stake in Mosaic Co. for the foreseeable future. (Capital World Investors) — medium confidence, target: 2025-12-31

FAQ

Filing Documents

• SEC13G_Filing.htm (SC 13G/A) — 16KB
• 0001422848-24-000240.txt ( ) — 18KB

From the Filing

SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2 ) * Mosaic Co. (Name of Issuer) Common Stock (Title of Class of Securities) 61945C103 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.) CUSIP No. 61945C103 1. NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Capital World Investors 95-1411037 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 39,846,552 6. SHARED VOTING POWER 0 7. SOLE DISPOSITIVE POWER 39,945,423 8. SHARED DISPOSITIVE POWER 0 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 39,945,423 Beneficial ownership disclaimed pursuant to Rule 13d-4 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 12.2% 12. TYPE OF REPORTING PERSON IA Item 1. (a) Name of Issuer Mosaic Co. (b) Address of Issuer's Principal Executive Offices 101 East Kennedy Blvd, Suite 2500, Tampa, FL 33602 Item 2. (a) Name of Person Filing Capital World Investors (b) Address of Principal Business Office or, if None, Residence 333 SOUTH HOPE STREET, 55TH FLOOR, LOS ANGELES, CALIFORNIA 90071 (c) Citizenship N/A (d) Title of Class of Securities Common Stock (e) CUSIP Number 61945C103 Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance Company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c). (d) [ ] Investment Company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). (e) [X] An investment adviser in accordance with Rule 240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with Rule 240.13d-1(b)(1)(ii)(F); (g) [ ] A parent holding company or control person in accordance with Rule 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(J). Item 4. Ownership. Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a) Amount Beneficially Owned: 39,945,423 ** (b) Percent of Class: 12.2% (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote 39,846,552 (ii) shared power to vote or to direct the vote 0 (iii) sole power to dispose or to direct the disposition of 39,945,423 (iv) shared power to dispose or to direct the disposition of 0 **Capital World Investors ("CWI") is a division of Capital Research and Management Company ("CRMC"), as well as its investment management subsidiaries and affiliates Capital Bank and Trust Company, Capital International, Inc., Capital International Limited, Capital International Sarl, Capital International K.K., Capital Group Private Client Services, Inc., and Capital Group Investment Management Private Limited (together with CRMC, the "investment management entities"). CWI's divisions of each of the investment management entities collectively provide investment management services under the name "Capital World Investors." CWI is deemed to be the beneficial owner of 39,945,423 shares or 12.2% of the 326,835,455 shares believed to be outstanding. Item 5. Ownership of Five Percent or Less of Class. If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to