Mesabi Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 11/14/2025 | 3.00 M | $87.79 M | 1.31% | 22.86% |
| VALUEWORKS LLC | 11/14/2025 | 676.71 K | $19.81 M | -1.33% | 5.16% |
| BEDDOW CAPITAL MANAGEMENT INC | 11/12/2025 | 365.93 K | $10.71 M | -2.44% | 2.79% |
| MAD RIVER INVESTORS | 10/14/2025 | 295.52 K | $8.65 M | 0.04% | 2.25% |
| MOORS & CABOT, INC. | 11/14/2025 | 187.16 K | $5.48 M | -3.63% | 1.43% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 181.40 K | $5.31 M | 0.03% | 1.38% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 177.80 K | $5.20 M | 0.02% | 1.36% |
| EAGLECLAW CAPITAL MANAGMENT, LLC | 11/14/2025 | 167.43 K | $4.90 M | 1.09% | 1.28% |
| CWA ASSET MANAGEMENT GROUP, LLC | 10/22/2025 | 160.92 K | $4.65 M | 100.00% | 1.23% |
| MORGAN STANLEY | 11/14/2025 | 103.93 K | $3.04 M | -17.37% | 0.79% |
| LIDO ADVISORS, LLC | 11/14/2025 | 79.78 K | $2.34 M | 0.00% | 0.61% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 75.17 K | $2.20 M | -2.46% | 0.57% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 59.68 K | $1.75 M | 440.45% | 0.45% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 44.78 K | $1.31 M | -4.04% | 0.34% |
| REDHAWK WEALTH ADVISORS, INC. | 10/09/2025 | 38.71 K | $1.12 M | 13.42% | 0.30% |
| JPMORGAN CHASE & CO | 11/26/2025 | 36.20 K | $1.06 M | -2.73% | 0.28% |
| PECAUT & CO. | 11/03/2025 | 33.96 K | $980.85 K | 0.07% | 0.26% |
| NBC SECURITIES, INC. | 11/14/2025 | 33.94 K | $993.48 K | 0.00% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 30.41 K | $890.00 K | 1.02% | 0.23% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 25.04 K | $732.85 K | 0.38% | 0.19% |
| ROYAL BANK OF CANADA | 11/14/2025 | 24.71 K | $723.00 K | 2.73% | 0.19% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 24.60 K | $720.01 K | 1.47% | 0.19% |
| LPL FINANCIAL LLC | 11/12/2025 | 23.66 K | $692.55 K | 20.23% | 0.18% |
| WESTMOUNT PARTNERS, LLC | 10/14/2025 | 20.86 K | $653.00 K | 0.00% | 0.16% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 18.78 K | $549.77 K | 2.95% | 0.14% |
| ONE CHARLES PRIVATE WEALTH SERVICES, LLC | 11/12/2025 | 18.27 K | $534.70 K | 0.03% | 0.14% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 17.04 K | $498.82 K | 0.00% | 0.13% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 16.69 K | $488.52 K | -13.13% | 0.13% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 16.41 K | $480.29 K | -43.07% | 0.13% |
| UBS GROUP AG | 11/13/2025 | 15.39 K | $450.44 K | -48.37% | 0.12% |
| ESSEX FINANCIAL SERVICES, INC. | 11/07/2025 | 14.62 K | $427.97 K | 0.14% | 0.11% |
| 10/23/2025 | 12.98 K | $374.85 K | 100.00% | 0.10% | |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 12.24 K | $358.25 K | -5.59% | 0.09% |
| APOLLON WEALTH MANAGEMENT, LLC | 10/17/2025 | 11.75 K | $344.01 K | 5.13% | 0.09% |
| RITHOLTZ WEALTH MANAGEMENT | 10/28/2025 | 11.40 K | $330.93 K | -17.02% | 0.09% |
| ACORN WEALTH ADVISORS, LLC | 10/31/2025 | 11.00 K | $317.68 K | 0.00% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 10.52 K | $308.00 K | 5.19% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 10.10 K | $295.63 K | 100.00% | 0.08% |
| ATLAS WEALTH PARTNERS, LLC | 10/31/2025 | 7.84 K | $226.53 K | 100.00% | 0.06% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 7.72 K | $225.90 K | 100.00% | 0.06% |
| SYNERGY ASSET MANAGEMENT, LLC | 10/21/2025 | 7.45 K | $215.16 K | 100.00% | 0.06% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 7.40 K | $216.60 K | 100.00% | 0.06% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 7.26 K | $212.00 K | 100.00% | 0.06% |
| CITADEL ADVISORS LLC | 11/14/2025 | 7.18 K | $210.04 K | -40.58% | 0.05% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 4.48 K | $131.08 K | 0.29% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 4.31 K | $127.82 K | 22.25% | 0.03% |
| CITIGROUP INC | 11/10/2025 | 3.79 K | $110.82 K | 100.00% | 0.03% |
| MANCHESTER CAPITAL MANAGEMENT LLC | 11/14/2025 | 1.81 K | $53.01 K | 0.00% | 0.01% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 1.62 K | $47.45 K | 0.56% | 0.01% |
| COLONIAL TRUST ADVISORS | 11/10/2025 | 1.50 K | $43.91 K | 100.00% | 0.01% |
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Mesabi Trust institutional Ownership - FAQ's
During the previous two years, 77 institutional investors and hedge funds held shares of Mesabi Trust. The most heavily invested institutionals were:
MAD RIVER INVESTORS: 296,649
Redhawk Wealth Advisors, Inc.: 35,540
Westmount Partners, LLC: 20,856
Apollon Wealth Management, LLC: 11,736
Pekin Hardy Strauss, Inc.: 5,650
Chung Wu Investment Group, LLC: 1,000
46.69% of Mesabi Trust stock is owned by institutional investors.
Institutional investors have bought a total of 6.26 M shares in the last 24 months. This purchase volume represents approximately $219.65 M in transactions.