MSB Institutional Ownership & Shareholders
MESABI TRUST (MSB) is currently held by 64 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $162.38M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Horizon Kinetics Asset Management Llc is currently the largest disclosed institutional shareholder of MSB tracked by InsiderSet, reporting ownership valued at approximately $81.45M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $57.02M, representing an estimated loss of -30.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed MSB value among the investors covered in this analysis. Major shareholders include Horizon Kinetics Asset Management Llc, Valueworks Llc, Cwa Asset Management Group, Llc, and several other long-term asset managers with concentrated positions in MESABI TRUST (MSB).
This page ranks the largest institutional MSB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
64
Total Reported Value
$162.38M
Largest Holder
Horizon Kinetics Asset Management Llc
Largest Position
$81.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Horizon Kinetics Asset Management Llc | 0.92% | 3,219,382 | $81,450,362 | $57,015,255 | -$24,435,107 | -30.00% | |
| Valueworks Llc | 3.54% | 669,733 | $16,944,253 | $11,860,971 | -$5,083,282 | -30.00% | |
| Cwa Asset Management Group, Llc | 0.30% | 517,548 | $10,138,763 | $9,165,775 | -$972,988 | -9.60% | |
| First Manhattan Co. Llc. | 0.03% | 396,373 | $10,028,237 | $7,019,766 | -$3,008,471 | -30.00% | |
| Mad River Investors | 2.61% | 327,316 | $6,412,120 | $5,796,766 | -$615,354 | -9.60% | |
| Advisory Services Network, Llc | 0.05% | 185,669 | $4,697,424 | $3,288,198 | -$1,409,226 | -30.00% | |
| Moors & Cabot, Inc. | 0.18% | 178,289 | $4,510,711 | $3,157,498 | -$1,353,213 | -30.00% | |
| Eagleclaw Capital Managment, Llc | 0.58% | 170,575 | $4,315,548 | $3,020,883 | -$1,294,665 | -30.00% | |
| Morgan Stanley | 0.00% | 113,293 | $2,866,313 | $2,006,419 | -$859,894 | -30.00% | |
| Bank Of New York Mellon Corp | 0.00% | 101,464 | $2,567,051 | $1,796,927 | -$770,124 | -30.00% | |
| Sei Investments Co | 0.00% | 83,883 | $2,122,240 | $1,485,568 | -$636,672 | -30.00% | |
| Lido Advisors, Llc | 0.01% | 79,982 | $2,023,562 | $1,416,481 | -$607,081 | -30.00% | |
| Geode Capital Management, Llc | 0.00% | 59,649 | $1,509,119 | $1,056,384 | -$452,735 | -30.00% | |
| Msrh, Llc | 1.26% | 45,114 | $1,421,091 | $798,969 | -$622,122 | -43.78% | |
| Royal Bank Of Canada | 0.00% | 54,825 | $1,387,000 | $970,951 | -$416,049 | -30.00% | |
| Bank Of America Corp | 0.00% | 44,658 | $1,129,848 | $790,893 | -$338,955 | -30.00% | |
| Jpmorgan Chase & Co | 0.00% | 36,572 | $873,339 | $647,690 | -$225,649 | -25.84% | |
| Pecaut & Co. | 0.19% | 33,963 | $665,335 | $601,485 | -$63,850 | -9.60% | |
| Nbc Securities, Inc. | 0.04% | 32,152 | $629,858 | $569,412 | -$60,446 | -9.60% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 24,638 | $623,341 | $436,339 | -$187,002 | -30.00% | |
| Wells Fargo & Company/Mn | 0.00% | 17,658 | $446,746 | $312,723 | -$134,023 | -30.00% | |
| Russell Investments Group, Ltd. | 0.00% | 17,077 | $432,048 | $302,434 | -$129,614 | -30.00% | |
| Westmount Partners, Llc | 0.09% | 16,856 | $426,455 | $298,520 | -$127,935 | -30.00% | |
| One Charles Private Wealth Services, Llc | 0.09% | 16,230 | $410,619 | $287,433 | -$123,186 | -30.00% | |
| Pks Advisory Services, Llc | 0.06% | 15,975 | $404,194 | $282,917 | -$121,277 | -30.00% | |
| Lpl Financial Llc | 0.00% | 15,683 | $396,788 | $277,746 | -$119,042 | -30.00% | |
| Janney Montgomery Scott Llc | 0.00% | 15,070 | $381,000 | $266,890 | -$114,110 | -29.95% | |
| Ubs Group Ag | 0.00% | 14,893 | $376,793 | $263,755 | -$113,038 | -30.00% | |
| Two Sigma Investments, Lp | 0.00% | 14,520 | $367,356 | $257,149 | -$110,207 | -30.00% | |
| Essex Financial Services, Inc. | 0.02% | 14,031 | $354,993 | $248,489 | -$106,504 | -30.00% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,712 | $327,380 | $295,970 | -$31,410 | -9.59% | |
| Xtx Topco Ltd | 0.00% | 12,692 | $321,108 | $224,775 | -$96,333 | -30.00% | |
| Inspire Advisors, Llc | 0.02% | 10,703 | $270,786 | $189,550 | -$81,236 | -30.00% | |
| Raymond James Financial Inc | 0.00% | 9,304 | $235,392 | $164,774 | -$70,618 | -30.00% | |
| Steinberganna Wealth Management | 0.10% | 11,390 | $223,132 | $201,717 | -$21,415 | -9.60% | |
| Acorn Wealth Advisors, Llc | 0.05% | 11,000 | $215,490 | $194,810 | -$20,680 | -9.60% | |
| Quent Capital, Llc | 0.00% | 3,041 | $73,140 | $53,856 | -$19,284 | -26.37% | |
| Bnp Paribas Financial Markets | 0.00% | 2,500 | $63,250 | $44,275 | -$18,975 | -30.00% | |
| Osaic Holdings, Inc. | 0.00% | 1,942 | $49,153 | $34,393 | -$14,760 | -30.03% | |
| Newedge Advisors, Llc | 0.00% | 1,643 | $41,568 | $29,098 | -$12,470 | -30.00% | |
| Medallion Wealth Advisors, Llc | 0.01% | 1,240 | $31,372 | $21,960 | -$9,412 | -30.00% | |
| Farther Finance Advisors, Llc | 0.00% | 1,508 | $29,534 | $26,707 | -$2,827 | -9.57% | |
| Citigroup Inc | 0.00% | 1,084 | $27,425 | $19,198 | -$8,227 | -30.00% | |
| Mark Sheptoff Financial Planning, Llc | 0.01% | 1,000 | $25,300 | $17,710 | -$7,590 | -30.00% | |
| United Financial Planning Group Llc | 0.01% | 1,000 | $25,300 | $17,710 | -$7,590 | -30.00% | |
| Cwm, Llc | 0.00% | 682 | $21,436 | $12,078 | -$9,358 | -43.65% | |
| Fifth Third Bancorp | 0.00% | 550 | $13,915 | $9,741 | -$4,175 | -30.00% | |
| Allworth Financial Lp | 0.00% | 500 | $12,650 | $8,855 | -$3,795 | -30.00% | |
| Golden State Wealth Management, Llc | 0.00% | 500 | $9,795 | $8,855 | -$940 | -9.60% | |
| Godfrey Financial Associates, Inc. | 0.01% | 300 | $7,590 | $5,313 | -$2,277 | -30.00% |
Frequently asked questions about MSB
Who are the largest institutional holders of MSB?
The largest institutional holders of MSB reported in the latest SEC Form 13F filings include Horizon Kinetics Asset Management Llc, Valueworks Llc, Cwa Asset Management Group, Llc, First Manhattan Co. Llc., and Mad River Investors. InsiderSet ranks institutional holders by their latest reported MSB position.
What is MSB institutional ownership?
This page tracks MSB positions reported by institutional investment managers through SEC Form 13F. MESABI TRUST (MSB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MSB?
InsiderSet currently tracks 64 institutional managers reporting MSB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MSB shareholders.
How much MSB stock do institutions own?
Institutional investment managers disclosed approximately $162.38M in MSB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MSB institutional ownership last updated?
The latest MSB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MSB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MSB position after the reporting date.
Are institutions buying or selling MSB?
Institutional buying and selling can be analyzed by comparing MSB positions across consecutive 13F reporting periods. InsiderSet's MSB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MSB ownership changes.
How has MSB institutional ownership changed over time?
InsiderSet tracks MSB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.