MESABI TRUST (MSB) Institutional Ownership Changes & 13F Activity

MESABI TRUST (MSB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, First Manhattan Co. Llc., Sei Investments Co, Horizon Kinetics Asset Management Llc, and Jpmorgan Chase & Co.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Bernard Wealth Management Corp.Buy+2+0.8%251$6.35KQ2 2026Aug 21, 2026
Valueworks LlcBuy+23,151+3.6%669,733$16.94MQ2 2026Aug 17, 2026
Bank Of America CorpSell-133,223-74.9%44,658$1.13MQ2 2026Aug 14, 2026
First Manhattan Co. Llc.Buy+86,313+27.8%396,373$10.03MQ2 2026Aug 14, 2026
Sei Investments CoSell-83,883-50.0%83,883$2.12MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+14,52014,520$367.36KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+12,69212,692$321.11KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+3,709+7.3%54,825$1.39MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-3,288-26.1%9,304$235.39KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-2,945-60.3%1,942$49.15KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-334-1.9%17,658$446.75KQ2 2026Aug 14, 2026
Barclays PlcBuy+66$152.00Q2 2026Aug 14, 2026
Ubs Group AgSell-5,411-26.6%14,893$376.79KQ2 2026Aug 13, 2026
Inspire Advisors, LlcBuy+3,275+44.1%10,703$270.79KQ2 2026Aug 13, 2026
Bnp Paribas Financial MarketsBuy+2,5002,500$63.25KQ2 2026Aug 13, 2026
Morgan StanleySell-752-0.7%113,293$2.87MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+378+1.6%24,638$623.34KQ2 2026Aug 13, 2026
Fmr LlcSell-10-27.0%27$683.00Q2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+36,57236,572$873.34KQ2 2026Aug 12, 2026
Simplex Trading, LlcSell-2,321-93.5%162$4.10KQ2 2026Aug 12, 2026
Geode Capital Management, LlcBuy+2,139+3.7%59,649$1.51MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+1,6431,643$41.57KQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+1,040+0.6%185,669$4.70MQ2 2026Aug 12, 2026
Horizon Kinetics Asset Management LlcBuy+78,410+2.5%3,219,382$81.45MQ2 2026Aug 11, 2026
Tower Research Capital Llc (Trc)Buy+76+37.6%278$7.03KQ2 2026Aug 11, 2026
Moors & Cabot, Inc.Sell-2,656-1.5%178,289$4.51MQ2 2026Aug 10, 2026
Eagleclaw Capital Managment, LlcBuy+800+0.5%170,575$4.32MQ2 2026Aug 10, 2026
Essex Financial Services, Inc.Buy+118+0.8%14,031$354.99KQ2 2026Aug 10, 2026
Lpl Financial LlcSell-2,979-16.0%15,683$396.79KQ2 2026Aug 07, 2026
Lido Advisors, LlcBuy+1+0.0%79,982$2.02MQ2 2026Aug 07, 2026
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Frequently asked questions about MSB activity

  • Which institutional owners are buying MSB?

    Institutional owners buying MSB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MSB activity?

    "Buy" means an investor increased their reported position in MSB compared to the prior reporting period. This reflects growing exposure to MESABI TRUST (MSB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MSB increasing?

    Institutional interest in MSB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.