Mesabi Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 3.14 M | $98.94 M | 3.74% | 23.94% |
| VALUEWORKS LLC | 05/15/2026 | 646.58 K | $20.37 M | -2.65% | 4.93% |
| CWA ASSET MANAGEMENT GROUP, LLC | 04/20/2026 | 447.49 K | $14.07 M | 96.06% | 3.41% |
| MAD RIVER INVESTORS | 04/23/2026 | 321.55 K | $10.13 M | 8.39% | 2.45% |
| FIRST MANHATTAN CO. LLC. | 05/15/2026 | 310.06 K | $9.77 M | 100.00% | 2.36% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 184.63 K | $5.82 M | 1.71% | 1.41% |
| MOORS & CABOT, INC. | 05/08/2026 | 180.95 K | $5.70 M | -2.72% | 1.38% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 177.88 K | $5.60 M | 0.00% | 1.36% |
| EAGLECLAW CAPITAL MANAGMENT, LLC | 05/08/2026 | 169.78 K | $5.35 M | 1.52% | 1.29% |
| SEI INVESTMENTS CO | 05/13/2026 | 167.77 K | $5.28 M | 100.00% | 1.28% |
| MORGAN STANLEY | 05/15/2026 | 114.05 K | $3.59 M | 4.88% | 0.87% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 100.20 K | $3.16 M | 7.78% | 0.76% |
| LIDO ADVISORS, LLC | 05/13/2026 | 79.98 K | $2.52 M | 0.00% | 0.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 57.51 K | $1.81 M | -11.34% | 0.44% |
| ROYAL BANK OF CANADA | 05/15/2026 | 51.12 K | $1.61 M | 20.19% | 0.39% |
| 05/11/2026 | 45.11 K | $1.42 M | 0.00% | 0.34% | |
| JPMORGAN CHASE & CO | 05/13/2026 | 36.30 K | $1.17 M | -1.79% | 0.28% |
| REDHAWK WEALTH ADVISORS, INC. | 04/15/2026 | 34.14 K | $1.07 M | -3.94% | 0.26% |
| PECAUT & CO. | 05/11/2026 | 33.96 K | $1.07 M | 0.00% | 0.26% |
| CITADEL ADVISORS LLC | 05/15/2026 | 33.10 K | $1.04 M | 100.00% | 0.25% |
| NBC SECURITIES, INC. | 04/14/2026 | 30.74 K | $968.37 K | -9.43% | 0.23% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 26.52 K | $835.21 K | -1.22% | 0.20% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 24.26 K | $764.19 K | 0.45% | 0.18% |
| UBS GROUP AG | 05/05/2026 | 20.30 K | $639.58 K | -10.71% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 19.01 K | $598.86 K | -38.36% | 0.14% |
| LPL FINANCIAL LLC | 05/06/2026 | 18.66 K | $587.85 K | -21.93% | 0.14% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 17.99 K | $566.75 K | 2.96% | 0.14% |
| ONE CHARLES PRIVATE WEALTH SERVICES, LLC | 05/07/2026 | 17.26 K | $543.79 K | 0.00% | 0.13% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 17.10 K | $539.00 K | -18.27% | 0.13% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 17.08 K | $537.93 K | 0.21% | 0.13% |
| WESTMOUNT PARTNERS, LLC | 04/16/2026 | 16.86 K | $529.78 K | -19.18% | 0.13% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 15.73 K | $495.62 K | 10.05% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 15.70 K | $494.55 K | -7.10% | 0.12% |
| ESSEX FINANCIAL SERVICES, INC. | 04/24/2026 | 13.91 K | $438.27 K | -5.77% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 12.59 K | $396.65 K | 7.72% | 0.10% |
| ACORN WEALTH ADVISORS, LLC | 04/30/2026 | 11.00 K | $345.73 K | 0.00% | 0.08% |
| VERDAD ADVISERS, LP | 05/15/2026 | 10.30 K | $324.55 K | -47.35% | 0.08% |
| 04/15/2026 | 9.90 K | $310.99 K | 7.51% | 0.08% | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 8.62 K | $271.47 K | -80.08% | 0.07% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 7.84 K | $247.08 K | 1.47% | 0.06% |
| ATLAS WEALTH PARTNERS, LLC | 04/29/2026 | 7.47 K | $234.78 K | -4.94% | 0.06% |
| INSPIRE ADVISORS, LLC | 05/15/2026 | 7.43 K | $234.00 K | 100.00% | 0.06% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 7.40 K | $233.13 K | 0.01% | 0.06% |
| BOURGEON CAPITAL MANAGEMENT LLC | 04/13/2026 | 7.00 K | $219.98 K | 100.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 4.89 K | $153.94 K | -5.36% | 0.04% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 4.54 K | $143.02 K | 0.60% | 0.03% |
| QUENT CAPITAL, LLC | 04/28/2026 | 3.04 K | $97.69 K | -5.06% | 0.02% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 2.48 K | $78.21 K | 100.00% | 0.02% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 1.64 K | $51.59 K | 0.31% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 1.50 K | $48.41 K | 0.47% | 0.01% |
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Mesabi Trust institutional Ownership - FAQ's
During the previous two years, 103 institutional investors and hedge funds held shares of Mesabi Trust. The most heavily invested institutionals were:
HORIZON KINETICS ASSET MANAGEMENT LLC: 3.14 M
VALUEWORKS LLC: 646,582
CWA Asset Management Group, LLC: 447,485
MAD RIVER INVESTORS: 321,546
FIRST MANHATTAN CO. LLC.: 310,060
Advisory Services Network, LLC: 184,629
50.85% of Mesabi Trust stock is owned by institutional investors.
Institutional investors have bought a total of 7.40 M shares in the last 24 months. This purchase volume represents approximately $229.90 M in transactions.