Who Owns Mesabi Trust (MSB)?Hedge Fund & Institutional Holders

$32.29+0.70 (+2.22%)Basic MaterialsNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.1662600025583e+254T

% of Float Held

2.3094736165740417e+219%

QoQ Change in Holders

+9 / -5

Price History

$16.69$22.80$28.92$35.03$41.15Aug 24Jun 25Mar 26

MSB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
HORIZON KINETICS ASSET MANAGEMENT LLCIncreased+28K+$28.8B
CWA Asset Management Group, LLCNew Position+228K+$8.8B
BANK OF AMERICA CORP /DE/Increased+86+$6.0B
SEI INVESTMENTS CONew Position+84K+$3.0B
MAD RIVER INVESTORSIncreased+1K+$2.8B
PECAUT & CO.New Position+34K+$1.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+31K+$1.0B
UBS Group AGIncreased+7K+$424.6M
Acorn Wealth Advisors, LLCNew Position+11K+$423.0M
RITHOLTZ WEALTH MANAGEMENTNew Position+10K+$402.0M
STEINBERGANNA WEALTH MANAGEMENTNew Position+9K+$354.0M
ROYAL BANK OF CANADAIncreased+18K+$277.0M
Cadent Capital Advisors, LLCNew Position+6K+$235.0M
Quent Capital, LLCNew Position+3K+$123.0M
Farther Finance Advisors, LLCIncreased+630+$32.1M

MSB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Steward Partners Investment Advisory, LLCDecreased-447-$720.0M
WELLS FARGO & COMPANY/MNDecreased-1K-$549.8M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDecreased-2K-$488.5M
TWO SIGMA INVESTMENTS, LPDecreased-5K-$480.3M
RAYMOND JAMES FINANCIAL INCDecreased-549-$358.2M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-2K-$310.7M
CITIGROUP INCDecreased-23-$110.8M
Colonial Trust AdvisorsDecreased-750-$43.9M
Tower Research Capital LLC (TRC)Closed Position-1K-$33.2M
Larson Financial Group LLCClosed Position-710-$20.5M
EverSource Wealth Advisors, LLCClosed Position-345-$10.0M
Groupe la FrancaiseClosed Position-165-$4.1M
GAMMA Investing LLCDecreased-13-$878K
GSA CAPITAL PARTNERS LLPDecreased-1K-$212K
Manchester Capital Management LLCClosed Position-2K-$53K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1HORIZON KINETICS ASSET MANAGEMENT LLC3,027,698$116.6B1577.23%Share
2VALUEWORKS LLC664,171$25.6B6.73%Share
3MAD RIVER INVESTORS296,649$11.4B5.20%Share
4CWA Asset Management Group, LLC228,244$8.8B0.32%Share
5Moors & Cabot, Inc.186,004$7.0B0.30%Share
6BANK OF AMERICA CORP /DE/145,639$5.0B0.36%Share
7SEI INVESTMENTS CO83,883$3.0B2.96%Share
8PECAUT & CO.33,963$1.3B0.42%Share
9BANK OF AMERICA CORP /DE/32,242$1.0B0.07%Share
10JPMORGAN CHASE & CO36,426$1.0B0.06%Share
11COMMONWEALTH EQUITY SERVICES, LLC30,841$1.0B1.33%Share
12O'SHAUGHNESSY ASSET MANAGEMENT, LLC43,270$1.0B5.52%Share
13ROYAL BANK OF CANADA41,411$1.0B0.16%Share
14Westmount Partners, LLC20,856$803.0M0.20%Share
15One Charles Private Wealth Services, LLC17,263$664.0M0.17%Share
16UBS Group AG17,193$662.0M0.11%Share
17Acorn Wealth Advisors, LLC11,000$423.0M0.13%Share
18RITHOLTZ WEALTH MANAGEMENT10,459$402.0M7.34%Share
19STEINBERGANNA WEALTH MANAGEMENT9,204$354.0M0.17%Share
20Cadent Capital Advisors, LLC6,112$235.0M0.06%Share
21UBS Group AG4,883$188.0M0.03%Share
22Quent Capital, LLC3,203$123.0M0.01%Share
23Farther Finance Advisors, LLC1,491$57.0M0.61%Share
24MARK SHEPTOFF FINANCIAL PLANNING, LLC1,000$38.0M0.02%Share
25UBS Group AG663$25.0M0.00%Share
26COMERICA BANK550$21.0M0.08%Share
27FLAGSHIP HARBOR ADVISORS, LLC528$20.0M0.00%Share
28Golden State Wealth Management, LLC500$19.0M0.00%Share
29GROUP ONE TRADING LLC441$16.0M0.03%Share
30CoreCap Advisors, LLC400$15.0M0.00%Share
31BEDDOW CAPITAL MANAGEMENT INC352,805$13.6M5.13%Share
32Camelot Portfolios, LLC300$11.0M0.01%Share
33WealthCollab, LLC295$11.0M0.00%Share
34Bernard Wealth Management Corp.247$9.0M0.00%Share
35EagleClaw Capital Managment, LLC167,225$6.0M0.87%Share
36MORGAN STANLEY97,704$3.0M0.00%Share
37Bank of New York Mellon Corp92,967$3.0M0.00%Share
38Financial Perspectives, Inc100$3.0M0.00%Share
39Lido Advisors, LLC79,981$2.0M0.01%Share
40Redhawk Wealth Advisors, Inc.35,540$1.4M0.15%Share
41NBC SECURITIES, INC.33,942$1.3M0.10%Share
42GHP Investment Advisors, Inc.40$1.0M0.00%Share
43HighTower Advisors, LLC26,843$1.0M0.00%Share
44Verdad Advisers, LP19,567$753K0.86%Share
45Apollon Wealth Management, LLC11,736$452K0.01%Share
46Atlas Wealth Partners, LLC7,858$302K0.33%Share
47WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6,109$248K0.00%Share
48Pekin Hardy Strauss, Inc.5,650$217K0.02%Share
49SFE Investment Counsel5,540$213K0.03%Share
50Chung Wu Investment Group, LLC1,000$38K0.03%Share

MSB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202581$187.9B+29
Q3 202552$140.4B-5
Q2 202557$120.8B-5
Q1 202562$135.5B+9
Q4 202453$789.1B+20
Q3 202433$2.5T+1
Q2 202432$2.0T-3
Q1 202435$1.8T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold MSB (Mesabi Trust). The largest holder is HORIZON KINETICS ASSET MANAGEMENT LLC with $116.6B in shares. This quarter, 9 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own MSB?

As of Q4 2025, 50 institutional investors report holding MSB (Mesabi Trust) in their 13F filings.

Who is the largest institutional holder of MSB?

The largest institutional holder of MSB is HORIZON KINETICS ASSET MANAGEMENT LLC with $116.6B in shares.

Is institutional ownership of MSB increasing or decreasing?

This quarter, 9 institutions opened new positions in MSB and 5 closed their positions.