MESABI TRUST (MSB) Institutional Shareholders
MESABI TRUST (MSB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $205.46M in MSB holdings during the latest filing period.
Horizon Kinetics Asset Management Llc is currently the largest disclosed institutional shareholder of MSB tracked by InsiderSet, reporting ownership valued at approximately $98.94M in its March 31, 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 $69.07M, representing an estimated loss of -30.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% 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
67
Total Reported Value
$205.46M
Largest Holder
Horizon Kinetics Asset Management Llc
Largest Position
$98.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
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 | 1.07% | 3,140,972 | $98,940,608 | $69,069,974 | -$29,870,634 | -30.19% | |
| Valueworks Llc | 5.55% | 646,582 | $20,367,323 | $14,218,338 | -$6,148,985 | -30.19% | |
| Cwa Asset Management Group, Llc | 0.40% | 518,974 | $13,130,052 | $11,412,238 | -$1,717,814 | -13.08% | |
| Mad River Investors | 3.65% | 321,546 | $10,128,689 | $7,070,797 | -$3,057,892 | -30.19% | |
| First Manhattan Co. Llc. | 0.03% | 310,060 | $9,766,505 | $6,818,219 | -$2,948,286 | -30.19% | |
| Advisory Services Network, Llc | 0.08% | 184,629 | $5,815,821 | $4,059,992 | -$1,755,829 | -30.19% | |
| Moors & Cabot, Inc. | 0.24% | 180,945 | $5,699,772 | $3,978,981 | -$1,720,791 | -30.19% | |
| Bank Of America Corp | 0.00% | 177,881 | $5,603,251 | $3,911,603 | -$1,691,648 | -30.19% | |
| Eagleclaw Capital Managment, Llc | 0.75% | 169,775 | $5,347,913 | $3,733,352 | -$1,614,561 | -30.19% | |
| Sei Investments Co | 0.00% | 167,766 | $5,284,629 | $3,689,174 | -$1,595,455 | -30.19% | |
| Morgan Stanley | 0.00% | 114,045 | $3,592,418 | $2,507,850 | -$1,084,568 | -30.19% | |
| Bank Of New York Mellon Corp | 0.00% | 100,198 | $3,156,223 | $2,203,354 | -$952,869 | -30.19% | |
| Lido Advisors, Llc | 0.01% | 79,981 | $2,519,413 | $1,758,782 | -$760,631 | -30.19% | |
| Geode Capital Management, Llc | 0.00% | 57,510 | $1,811,565 | $1,264,645 | -$546,920 | -30.19% | |
| Royal Bank Of Canada | 0.00% | 51,116 | $1,611,000 | $1,124,041 | -$486,959 | -30.23% | |
| Msrh, Llc | 1.26% | 45,114 | $1,421,091 | $992,057 | -$429,034 | -30.19% | |
| Pecaut & Co. | 0.35% | 33,963 | $1,067,457 | $746,846 | -$320,611 | -30.03% | |
| Hightower Advisors, Llc | 0.00% | 26,516 | $835,207 | $583,087 | -$252,120 | -30.19% | |
| Nbc Securities, Inc. | 0.05% | 30,742 | $777,772 | $676,017 | -$101,755 | -13.08% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 24,260 | $764,190 | $533,477 | -$230,713 | -30.19% | |
| Ubs Group Ag | 0.00% | 20,304 | $639,577 | $446,485 | -$193,092 | -30.19% | |
| Lpl Financial Llc | 0.00% | 18,662 | $587,845 | $410,377 | -$177,468 | -30.19% | |
| Wells Fargo & Company/Mn | 0.00% | 17,992 | $566,751 | $395,644 | -$171,107 | -30.19% | |
| Russell Investments Group, Ltd. | 0.00% | 17,077 | $537,926 | $375,523 | -$162,403 | -30.19% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 15,734 | $495,621 | $345,991 | -$149,630 | -30.19% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,071 | $457,210 | $397,381 | -$59,829 | -13.09% | |
| Essex Financial Services, Inc. | 0.02% | 13,913 | $438,266 | $305,947 | -$132,319 | -30.19% | |
| Westmount Partners, Llc | 0.09% | 16,856 | $426,455 | $370,663 | -$55,792 | -13.08% | |
| One Charles Private Wealth Services, Llc | 0.09% | 16,230 | $410,619 | $356,898 | -$53,721 | -13.08% | |
| Raymond James Financial Inc | 0.00% | 12,592 | $396,645 | $276,898 | -$119,747 | -30.19% | |
| Verdad Advisers, Lp | 0.37% | 10,303 | $324,545 | $226,563 | -$97,982 | -30.19% | |
| Steinberganna Wealth Management | 0.15% | 9,895 | $310,987 | $217,591 | -$93,396 | -30.03% | |
| Acorn Wealth Advisors, Llc | 0.07% | 11,000 | $278,300 | $241,890 | -$36,410 | -13.08% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 8,618 | $271,467 | $189,510 | -$81,957 | -30.19% | |
| Ameriprise Financial Inc | 0.00% | 7,844 | $247,080 | $172,490 | -$74,590 | -30.19% | |
| Inspire Advisors, Llc | 0.02% | 7,428 | $233,998 | $163,342 | -$70,656 | -30.20% | |
| Bank Of Montreal | 0.00% | 7,401 | $233,132 | $162,748 | -$70,384 | -30.19% | |
| Medallion Wealth Advisors, Llc | 0.02% | 7,440 | $220,534 | $163,606 | -$56,928 | -25.81% | |
| Osaic Holdings, Inc. | 0.00% | 4,887 | $153,936 | $107,465 | -$46,471 | -30.19% | |
| Mai Capital Management | 0.00% | 4,540 | $143,015 | $99,835 | -$43,180 | -30.19% | |
| Quent Capital, Llc | 0.01% | 3,041 | $97,690 | $66,872 | -$30,818 | -31.55% | |
| Simplex Trading, Llc | 0.00% | 2,483 | $78,214 | $54,601 | -$23,613 | -30.19% | |
| Farther Finance Advisors, Llc | 0.00% | 1,506 | $38,096 | $33,117 | -$4,979 | -13.07% | |
| Mark Sheptoff Financial Planning, Llc | 0.01% | 1,000 | $28,060 | $21,990 | -$6,070 | -21.63% | |
| Citigroup Inc | 0.00% | 829 | $26,114 | $18,230 | -$7,884 | -30.19% | |
| Colonial Trust Advisors | 0.00% | 750 | $23,625 | $16,493 | -$7,133 | -30.19% | |
| Cwm, Llc | 0.00% | 682 | $21,436 | $14,997 | -$6,439 | -30.04% | |
| Fifth Third Bancorp | 0.00% | 550 | $17,325 | $12,095 | -$5,231 | -30.19% | |
| Allworth Financial Lp | 0.00% | 500 | $15,715 | $10,995 | -$4,720 | -30.03% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 500 | $12,650 | $10,995 | -$1,655 | -13.08% |
Frequently asked questions about MSB
Who owns the most MSB stock?
The largest holders of MSB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MESABI TRUST (MSB).
Is MSB widely held by superinvestors?
Many widely followed stocks like MSB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MSB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.