Mesabi Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/11/2026 | 3.22 M | $81.45 M | 2.50% | 24.54% |
| VALUEWORKS LLC | 08/17/2026 | 669.73 K | $16.94 M | 3.58% | 5.10% |
| CWA ASSET MANAGEMENT GROUP, LLC | 07/14/2026 | 518.97 K | $13.13 M | 15.98% | 3.96% |
| FIRST MANHATTAN CO. LLC. | 08/14/2026 | 396.37 K | $10.03 M | 27.84% | 3.02% |
| MAD RIVER INVESTORS | 08/03/2026 | 323.74 K | $8.19 M | 0.68% | 2.47% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 185.67 K | $4.70 M | 0.56% | 1.42% |
| MOORS & CABOT, INC. | 08/10/2026 | 178.29 K | $4.51 M | -1.47% | 1.36% |
| EAGLECLAW CAPITAL MANAGMENT, LLC | 08/10/2026 | 170.58 K | $4.32 M | 0.47% | 1.30% |
| MORGAN STANLEY | 08/13/2026 | 113.29 K | $2.87 M | -0.66% | 0.86% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 101.46 K | $2.57 M | 1.26% | 0.77% |
| SEI INVESTMENTS CO | 08/14/2026 | 83.88 K | $2.12 M | -50.00% | 0.64% |
| LIDO ADVISORS, LLC | 08/07/2026 | 79.98 K | $2.02 M | 0.00% | 0.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 59.65 K | $1.51 M | 3.72% | 0.45% |
| ROYAL BANK OF CANADA | 08/14/2026 | 54.83 K | $1.39 M | 7.26% | 0.42% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 44.66 K | $1.13 M | -74.89% | 0.34% |
| JPMORGAN CHASE & CO | 08/12/2026 | 36.57 K | $873.34 K | 0.74% | 0.28% |
| CITADEL ADVISORS LLC | 09/02/2026 | 35.10 K | $888.03 K | 6.04% | 0.27% |
| PECAUT & CO. | 08/03/2026 | 33.96 K | $859.26 K | 0.00% | 0.26% |
| NBC SECURITIES, INC. | 07/21/2026 | 30.74 K | $777.77 K | 0.00% | 0.23% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 25.62 K | $648.08 K | -3.39% | 0.20% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 24.64 K | $623.34 K | 1.56% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 18.07 K | $457.21 K | -4.94% | 0.14% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 17.66 K | $446.75 K | -1.86% | 0.13% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 17.08 K | $432.05 K | 0.00% | 0.13% |
| WESTMOUNT PARTNERS, LLC | 07/07/2026 | 16.86 K | $426.46 K | 0.00% | 0.13% |
| ONE CHARLES PRIVATE WEALTH SERVICES, LLC | 07/15/2026 | 16.23 K | $410.62 K | -5.98% | 0.12% |
| PKS ADVISORY SERVICES, LLC | 08/04/2026 | 15.98 K | $404.19 K | 100.00% | 0.12% |
| LPL FINANCIAL LLC | 08/07/2026 | 15.68 K | $396.79 K | -15.96% | 0.12% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 15.07 K | $381.00 K | -11.87% | 0.11% |
| UBS GROUP AG | 08/13/2026 | 14.89 K | $376.79 K | -26.65% | 0.11% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 14.52 K | $367.36 K | 100.00% | 0.11% |
| ESSEX FINANCIAL SERVICES, INC. | 08/10/2026 | 14.03 K | $354.99 K | 0.85% | 0.11% |
| XTX TOPCO LTD | 08/14/2026 | 12.69 K | $321.11 K | 100.00% | 0.10% |
| JANE STREET GROUP, LLC | 08/14/2026 | 12.50 K | $316.25 K | 100.00% | 0.10% |
| ACORN WEALTH ADVISORS, LLC | 07/30/2026 | 11.00 K | $278.30 K | 0.00% | 0.08% |
| INSPIRE ADVISORS, LLC | 08/13/2026 | 10.70 K | $270.79 K | 44.09% | 0.08% |
| STEINBERGANNA WEALTH MANAGEMENT | 08/04/2026 | 10.47 K | $264.75 K | 5.76% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 9.40 K | $237.82 K | -40.13% | 0.07% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 9.30 K | $235.39 K | -26.11% | 0.07% |
| QUENT CAPITAL, LLC | 08/07/2026 | 3.04 K | $73.14 K | 0.00% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 2.50 K | $63.25 K | 100.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.94 K | $49.15 K | -60.26% | 0.01% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 1.64 K | $41.57 K | 0.31% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 1.51 K | $38.10 K | 0.53% | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 1.36 K | $34.41 K | 100.00% | 0.01% |
| MEDALLION WEALTH ADVISORS, LLC | 08/14/2026 | 1.24 K | $31.37 K | 0.00% | 0.01% |
| CITIGROUP INC | 08/03/2026 | 1.08 K | $27.43 K | 30.76% | 0.01% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 08/13/2026 | 1.00 K | $25.30 K | 0.00% | 0.01% |
| UNITED FINANCIAL PLANNING GROUP LLC | 08/06/2026 | 1.00 K | $25.30 K | 100.00% | 0.01% |
| FIFTH THIRD BANCORP | 08/05/2026 | 550 | $13.92 K | 0.00% | 0.00% |
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Mesabi Trust institutional Ownership - FAQ's
During the previous two years, 99 institutional investors and hedge funds held shares of Mesabi Trust. The most heavily invested institutionals were:
HORIZON KINETICS ASSET MANAGEMENT LLC: 3.22 M
VALUEWORKS LLC: 669,733
CWA Asset Management Group, LLC: 518,974
FIRST MANHATTAN CO. LLC.: 396,373
MAD RIVER INVESTORS: 323,735
Advisory Services Network, LLC: 185,669
50.32% of Mesabi Trust stock is owned by institutional investors.
Institutional investors have bought a total of 7.39 M shares in the last 24 months. This purchase volume represents approximately $229.53 M in transactions.