Who owns Mesabi Trust?
Institutional ownership of MSB from SEC Form 13F filings across 48 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
48
13F holders
$61.9M
value, 2026 filers
18.8%
of shares outstanding (2.5M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of MSB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CWA Asset Management Group, LLC | 518,974 | $13.1M | 0.4% | 4% | +16.0% |
| 2 | FIRST MANHATTAN CO. LLC. | 396,373 | $10.0M | 0.0% | 3% | +27.8% |
| 3 | MAD RIVER INVESTORS | 323,735 | $8.2M | 3.1% | 2.5% | +0.7% |
| 4 | Advisory Services Network, LLC | 185,669 | $4.7M | 0.1% | 1.4% | +0.6% |
| 5 | Moors & Cabot, Inc. | 178,289 | $4.5M | 0.2% | 1.4% | -1.5% |
| 6 | MORGAN STANLEY | 113,293 | $2.9M | 0.0% | 0.9% | -0.7% |
| 7 | Bank of New York Mellon Corp | 101,464 | $2.6M | 0.0% | 0.8% | +1.3% |
| 8 | SEI INVESTMENTS CO | 83,883 | $2.1M | 0.0% | 0.6% | -50.0% |
| 9 | Lido Advisors, LLC | 79,982 | $2.0M | 0.0% | 0.6% | 0.0% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 59,649 | $1.5M | 0.0% | 0.5% | +3.7% |
| 11 | ROYAL BANK OF CANADA | 54,825 | $1.4M | 0.0% | 0.4% | +7.3% |
| 12 | BANK OF AMERICA CORP /DE/ | 44,658 | $1.1M | 0.0% | 0.3% | -74.9% |
| 13 | JPMORGAN CHASE & CO | 36,572 | $873,339 | 0.0% | 0.3% | +0.7% |
| 14 | LANARK FINANCIAL, INC. | 30,742 | $777,772 | 0.1% | 0.2% | 0.0% |
| 15 | HighTower Advisors, LLC | 25,616 | $648,077 | 0.0% | 0.2% | -3.4% |
| 16 | Steward Partners Investment Advisory, LLC | 24,638 | $623,341 | 0.0% | 0.2% | +1.6% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 18,071 | $457,210 | 0.0% | 0.1% | -4.9% |
| 18 | WELLS FARGO & COMPANY/MN | 17,658 | $446,746 | 0.0% | 0.1% | -1.9% |
| 19 | Russell Investments Group, Ltd. | 17,077 | $432,048 | 0.0% | 0.1% | 0.0% |
| 20 | One Charles Private Wealth Services, LLC | 16,230 | $410,619 | 0.1% | 0.1% | -6.0% |
| 21 | PKS Advisory Services, LLCNEW | 15,975 | $404,194 | 0.1% | 0.1% | new |
| 22 | LPL Financial LLC | 15,683 | $396,788 | 0.0% | 0.1% | -16.0% |
| 23 | Janney Montgomery Scott LLC | 15,070 | $381 | 0.0% | 0.1% | -11.9% |
| 24 | UBS Group AG | 14,893 | $376,793 | 0.0% | 0.1% | -26.6% |
| 25 | TWO SIGMA INVESTMENTS, LPNEW | 14,520 | $367,356 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.