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Mesabi Trust (MSB) Institutional Ownership

Mesabi Trust logo
$23.37 -1.25 (-5.08%)
As of 09/3/2026 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Mesabi Trust (NYSE:MSB)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$20.14M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$3.29M
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MSB Institutional Buying and Selling by Quarter

Mesabi Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026 Royal Bank of Canada51,116$1.61M0.0%+20.2%0.390%
5/14/2026 Arrowstreet Capital Limited Partnership15,734$496K0.0%+10.1%0.120%
5/14/2026 Sei Investments Co.167,766$5.29M0.0%+100.0%1.279%
5/5/2026 Bank of New York Mellon Corp100,198$3.16M0.0%+7.8%0.764%
4/30/2026 Atlas Wealth Partners LLC7,470$235K0.2%-4.9%0.057%
4/24/2026 Essex Financial Services Inc.13,913$438K0.0%-5.8%0.106%
4/23/2026 Mad River Investors321,546$10.13M3.6%+8.4%2.451%
4/22/2026 Janney Montgomery Scott LLC17,100$539K0.0%-18.3%0.130%
4/16/2026 Westmount Partners LLC16,856$530K0.1%-19.2%0.128%
3/9/2026 Corient Private Wealth LLC38,510$1.48M0.0%N/A0.294%
2/19/2026 Corient Private Wealth LLC38,510$1.48M0.0%N/A0.294%
2/18/2026 Verdad Advisers LP19,567$754K0.3%N/A0.149%
2/17/2026 Osaic Holdings Inc.5,164$199K0.0%+19.9%0.039%
2/17/2026 Royal Bank of Canada42,528$1.64M0.0%+72.1%0.324%
2/16/2026 Barclays PLC1,500$58K0.0%N/A0.011%
2/13/2026 Valueworks LLC664,171$25.58M6.7%-1.9%5.062%
2/13/2026 Quattro Advisors LLC800$31K0.0%N/A0.006%
2/13/2026 Wells Fargo & Company MN17,474$673K0.0%-7.0%0.133%
2/12/2026 Commonwealth Equity Services LLC30,841$1.19M0.0%+1.4%0.235%
2/12/2026 Steward Partners Investment Advisory LLC24,152$930K0.0%-1.8%0.184%
2/12/2026 Colonial Trust Advisors750$29K0.0%-50.0%0.006%
2/11/2026 Janney Montgomery Scott LLC20,923$806K0.0%+99.0%0.159%
2/11/2026 Horizon Kinetics Asset Management LLC3,027,698$116.63M1.6%+0.9%23.077%
2/11/2026Beddow Capital Management Inc.352,805$13.59M5.1%-3.6%2.689%
2/11/2026 O Shaughnessy Asset Management LLC43,270$1.67M0.0%-3.4%0.330%
2/10/2026 Moors & Cabot Inc.186,004$7.17M0.3%-0.6%1.418%
2/9/2026 Geode Capital Management LLC64,866$2.50M0.0%+8.7%0.494%
2/6/2026 One Charles Private Wealth Services LLC17,263$665K0.2%-5.5%0.132%
2/6/2026 Mad River Investors296,649$11.43M5.2%+0.4%2.261%
2/6/2026 HighTower Advisors LLC26,843$1.03M0.0%+7.2%0.205%
2/5/2026 SFE Investment Counsel5,540$213K0.0%N/A0.042%
1/30/2026 Pekin Hardy Strauss Inc.5,650$218K0.0%N/A0.043%
1/26/2026 Steinberganna Wealth Management9,204$354K0.2%-29.1%0.070%
1/23/2026 Farther Finance Advisors LLC1,491$57K0.0%+73.2%0.011%
1/23/2026 Ritholtz Wealth Management10,459$403K0.0%-8.2%0.080%
1/14/2026 Redhawk Wealth Advisors Inc.35,540$1.37M0.2%-8.2%0.271%
1/13/2026 Cadent Capital Advisors LLC6,112$235K0.1%N/A0.047%
1/8/2026 Wealth Enhancement Advisory Services LLC6,109$249K0.0%N/A0.047%
1/7/2026 CWA Asset Management Group LLC228,244$8.79M0.3%+41.8%1.740%
1/1/2026 JPMorgan Chase & Co.36,204$1.06M0.0%-2.7%0.276%
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11/17/2025 Moors & Cabot Inc.187,160$5.48M0.2%-3.6%1.427%
11/17/2025 EagleClaw Capital Managment LLC167,425$4.90M0.7%+1.1%1.276%
11/17/2025 Citadel Advisors LLC7,176$210K0.0%-40.6%0.055%
11/17/2025 Ameriprise Financial Inc.7,718$226K0.0%N/A0.059%
11/14/2025 Valueworks LLC676,709$19.81M5.8%-1.3%5.158%
11/14/2025 Raymond James Financial Inc.12,239$358K0.0%-5.6%0.093%
11/14/2025 Two Sigma Investments LP16,409$480K0.0%-43.1%0.125%
11/13/2025 Arrowstreet Capital Limited Partnership16,690$489K0.0%-13.1%0.127%
11/12/2025Beddow Capital Management Inc.365,929$10.71M3.9%-2.4%2.789%
11/10/2025 Colonial Trust Advisors1,500$44K0.0%N/A0.011%
11/7/2025 GSA Capital Partners LLP7,257$212K0.0%N/A0.055%
11/7/2025 JPMorgan Chase & Co.36,204$1.06M0.0%-2.7%0.276%
10/31/2025 Atlas Wealth Partners LLC7,844$227K0.2%N/A0.060%
10/28/2025 Ritholtz Wealth Management11,399$331K0.0%-17.0%0.087%
10/27/2025 Quent Capital LLC940$28K0.0%N/A0.007%
10/23/2025 Steinberganna Wealth Management12,979$375K0.2%N/A0.099%
10/22/2025 CWA Asset Management Group LLC160,918$4.65M0.2%N/A1.227%
10/21/2025 Synergy Asset Management LLC7,450$215K0.0%N/A0.057%
10/17/2025 Apollon Wealth Management LLC11,753$344K0.0%+5.1%0.090%
10/9/2025 Redhawk Wealth Advisors Inc.38,711$1.12M0.1%+13.4%0.295%
9/4/2025 Osaic Holdings Inc.3,523$84K0.0%-80.9%0.027%
8/19/2025 Advisory Services Network LLC181,347$4.35M0.1%+351.2%1.382%
8/19/2025 State of Wyoming16,985$407K0.0%N/A0.129%
8/15/2025Beddow Capital Management Inc.375,095$8.99M3.6%-6.9%2.859%
8/15/2025 Bank of America Corp DE177,768$4.26M0.0%-1.3%1.355%
8/14/2025 Raymond James Financial Inc.12,963$311K0.0%-6.6%0.099%
8/14/2025 NewEdge Advisors LLC1,612$39K0.0%+57.3%0.012%
8/13/2025 Russell Investments Group Ltd.17,042$408K0.0%+29.8%0.130%
8/12/2025 Steward Partners Investment Advisory LLC24,242$581K0.0%-7.8%0.185%
8/12/2025 Horizon Kinetics Asset Management LLC2,960,590$70.94M0.8%+2.0%22.565%
8/8/2025 EagleClaw Capital Managment LLC165,625$3.97M0.6%+0.2%1.262%
8/8/2025 Geode Capital Management LLC11,042$265K0.0%N/A0.084%
8/6/2025 Moors & Cabot Inc.194,203$4.65M0.2%-6.9%1.480%
7/28/2025 Ritholtz Wealth Management13,737$329K0.0%N/A0.105%
7/25/2025 Apollon Wealth Management LLC11,179$268K0.0%-30.2%0.085%
7/10/2025 Redhawk Wealth Advisors Inc.34,132$818K0.1%N/A0.260%
7/10/2025 Wealth Enhancement Advisory Services LLC8,109$203K0.0%N/A0.062%
7/8/2025 Mad River Investors295,413$7.08M3.2%-0.4%2.252%
5/21/2025Acadian Asset Management LLC1,648$44K0.0%N/A0.013%
5/15/2025Royal Bank of Canada26,662$725K0.0%+14.1%0.203%
5/15/2025MAI Capital Management4,393$119K0.0%+14.6%0.033%
5/14/2025Valueworks LLC694,155$18.88M7.1%-10.8%5.291%
5/13/2025Russell Investments Group Ltd.13,128$357K0.0%N/A0.100%
5/13/2025HighTower Advisors LLC24,421$664K0.0%+19.8%0.186%
5/8/2025EagleClaw Capital Managment LLC165,225$4.49M0.7%+13.4%1.259%
5/8/2025Moors & Cabot Inc.208,513$5.67M0.3%-60.9%1.589%
5/5/2025Atlas Wealth Partners LLC8,057$217K0.3%+11.5%0.061%
5/2/2025Pecaut & CO.33,809$912K0.3%+2.9%0.258%
5/2/2025Apollon Wealth Management LLC16,015$436K0.0%+5.5%0.122%
4/29/2025Bank of New York Mellon Corp77,213$2.10M0.0%+1.5%0.589%
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4/25/2025Essex Financial Services Inc.14,261$388K0.0%+16.8%0.109%
4/23/2025Golden State Wealth Management LLC1,000$27K0.0%+100.0%0.008%
4/22/2025Mad River Investors296,457$8.06M3.4%+0.5%2.260%
4/17/2025Exchange Traded Concepts LLC9,218$251K0.0%N/A0.070%
4/9/2025NBC Securities Inc.34,062$926K0.1%+113,440.0%0.260%
4/4/2025Quent Capital LLC940$26K0.0%-83.1%0.007%
3/17/2025Wealth Enhancement Advisory Services LLC8,095$228K0.0%N/A0.062%
2/17/2025Valueworks LLC778,501$21.88M7.3%-5.6%5.934%
2/17/2025Vivaldi Capital Management LP8,164$229K0.0%N/A0.062%
2/17/2025Two Sigma Investments LP26,983$758K0.0%-40.7%0.206%


MSB Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 institutional investors and hedge funds held shares of Mesabi Trust. The most heavily invested institutionals were Horizon Kinetics Asset Management LLC ($116.63M), Valueworks LLC ($25.58M), Beddow Capital Management Inc. ($13.59M), Mad River Investors ($10.13M), CWA Asset Management Group LLC ($8.79M), Moors & Cabot Inc. ($7.17M), and Sei Investments Co. ($5.29M).Learn more on Mesabi Trust's institutional investors.

Of the 54 institutional investors that purchased Mesabi Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Horizon Kinetics Asset Management LLC ($308.07K), CWA Asset Management Group LLC ($228.24K), Bank of America Corp DE ($213.16K), Advisory Services Network LLC ($141.16K), Sei Investments Co. ($83.88K), Lido Advisors LLC ($79.78K), and Corient Private Wealth LLC ($77.02K).

Institutional investors have bought a total of 595,856 shares in the last 24 months. This purchase volume represents approximately $20.14M in transactions.

Of the 21 institutional investors that sold Mesabi Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beddow Capital Management Inc. ($22.29K), Valueworks LLC ($21.68K), Osaic Holdings Inc. ($14.96K), Two Sigma Investments LP ($12.42K), Moors & Cabot Inc. ($8.20K), Citadel Advisors LLC ($4.90K), and Westmount Partners LLC ($4K).

Institutional investors have sold a total of 114,020 shares in the last 24 months. This volume of shares sold represents approximately $3.65M in transactions.


Related Companies

Institutional ownership data for NYSE:MSB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/18/2026. New 13F filings are added each quarter as they're published.
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