Mesabi Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 3.03 M | $116.63 M | 0.95% | 23.08% |
| VALUEWORKS LLC | 02/13/2026 | 664.17 K | $25.58 M | -1.85% | 5.06% |
| BEDDOW CAPITAL MANAGEMENT INC | 02/11/2026 | 352.81 K | $13.59 M | -3.59% | 2.69% |
| MAD RIVER INVESTORS | 02/06/2026 | 296.65 K | $11.43 M | 0.38% | 2.26% |
| CWA ASSET MANAGEMENT GROUP, LLC | 01/07/2026 | 228.24 K | $8.79 M | 41.84% | 1.74% |
| MOORS & CABOT, INC. | 02/10/2026 | 186.00 K | $7.16 M | -0.62% | 1.42% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 181.53 K | $6.99 M | 0.07% | 1.38% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 177.88 K | $6.85 M | 0.05% | 1.36% |
| EAGLECLAW CAPITAL MANAGMENT, LLC | 02/10/2026 | 167.23 K | $6.44 M | -0.12% | 1.27% |
| MORGAN STANLEY | 02/13/2026 | 108.74 K | $4.19 M | 4.64% | 0.83% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 92.97 K | $3.58 M | 23.68% | 0.71% |
| SEI INVESTMENTS CO | 02/13/2026 | 83.88 K | $3.23 M | 100.00% | 0.64% |
| LIDO ADVISORS, LLC | 02/10/2026 | 79.98 K | $2.34 M | 0.25% | 0.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 64.87 K | $2.50 M | 8.70% | 0.49% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 43.27 K | $1.67 M | -3.37% | 0.33% |
| ROYAL BANK OF CANADA | 02/17/2026 | 42.53 K | $1.64 M | 72.12% | 0.32% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 38.51 K | $38.51 K | 100.00% | 0.29% |
| JPMORGAN CHASE & CO | 02/11/2026 | 36.96 K | $1.42 M | 2.10% | 0.28% |
| REDHAWK WEALTH ADVISORS, INC. | 01/14/2026 | 35.54 K | $1.37 M | -8.19% | 0.27% |
| PECAUT & CO. | 02/10/2026 | 33.96 K | $1.31 M | 0.00% | 0.26% |
| NBC SECURITIES, INC. | 01/29/2026 | 33.94 K | $1.31 M | 0.00% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 30.84 K | $1.19 M | 1.42% | 0.24% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 26.84 K | $1.03 M | 7.21% | 0.20% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 24.15 K | $930.34 K | -1.82% | 0.18% |
| LPL FINANCIAL LLC | 02/11/2026 | 23.91 K | $920.83 K | 1.03% | 0.18% |
| UBS GROUP AG | 01/29/2026 | 22.74 K | $875.91 K | 47.76% | 0.17% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 20.92 K | $806.00 K | 98.96% | 0.16% |
| WESTMOUNT PARTNERS, LLC | 01/15/2026 | 20.86 K | $803.16 K | 0.00% | 0.16% |
| VERDAD ADVISERS, LP | 02/17/2026 | 19.57 K | $753.72 K | 100.00% | 0.15% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 17.47 K | $673.09 K | -6.97% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 17.30 K | $666.40 K | 100.00% | 0.13% |
| ONE CHARLES PRIVATE WEALTH SERVICES, LLC | 02/06/2026 | 17.26 K | $664.97 K | -5.50% | 0.13% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 17.04 K | $656.46 K | 0.00% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 16.90 K | $650.99 K | 67.33% | 0.13% |
| ESSEX FINANCIAL SERVICES, INC. | 02/10/2026 | 14.77 K | $568.73 K | 0.98% | 0.11% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 14.30 K | $550.72 K | -14.34% | 0.11% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 11.79 K | $454.11 K | -28.16% | 0.09% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 11.74 K | $452.07 K | -0.14% | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 11.69 K | $450.29 K | -4.49% | 0.09% |
| ACORN WEALTH ADVISORS, LLC | 02/10/2026 | 11.00 K | $423.61 K | 0.00% | 0.08% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 10.46 K | $402.83 K | -8.25% | 0.08% |
| 01/26/2026 | 9.20 K | $354.46 K | -29.09% | 0.07% | |
| ATLAS WEALTH PARTNERS, LLC | 01/26/2026 | 7.86 K | $302.61 K | 0.18% | 0.06% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 7.73 K | $297.76 K | 0.16% | 0.06% |
| CITADEL ADVISORS LLC | 02/17/2026 | 7.70 K | $296.72 K | 7.34% | 0.06% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 7.40 K | $285.05 K | 0.00% | 0.06% |
| CADENT CAPITAL ADVISORS, LLC | 01/13/2026 | 6.11 K | $235.45 K | 100.00% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 6.11 K | $248.85 K | 100.00% | 0.05% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 5.83 K | $225.00 K | -19.61% | 0.04% |
| PEKIN HARDY STRAUSS, INC. | 01/30/2026 | 5.65 K | $217.64 K | 100.00% | 0.04% |
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Mesabi Trust institutional Ownership - FAQ's
During the previous two years, 102 institutional investors and hedge funds held shares of Mesabi Trust. The most heavily invested institutionals were:
HORIZON KINETICS ASSET MANAGEMENT LLC: 3.03 M
VALUEWORKS LLC: 664,171
BEDDOW CAPITAL MANAGEMENT INC: 352,805
MAD RIVER INVESTORS: 296,649
CWA Asset Management Group, LLC: 228,244
Moors & Cabot, Inc.: 186,004
48.82% of Mesabi Trust stock is owned by institutional investors.
Institutional investors have bought a total of 6.82 M shares in the last 24 months. This purchase volume represents approximately $208.90 M in transactions.