Mesabi Trust (MSB) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

13,115,938Shares Outstanding

128,000Shares held by institutions

$4,226,560Value of institutional holdings

48.39%Institutional ownership %

4.03%Shares Changed QoQ

76No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 76 institutional investors hold a position in Mesabi Trust (NYSE:MSB).

These investors collectively held 48.4% of the company's total shares outstanding in December 2025, up from 46.7% in September 2025.
The company experienced a 4.03% quarterly change in institutional shares held, alongside an increase of 26.67% in total owners annually.
During the quarter, 43 institutions bought more Mesabi Trust shares, 18 sold shares, and 15 of the 76 total investors held their position steady.
Collectively, institutional investors increased their stake in Mesabi Trust to 6.35Mn shares as of December 2025, a change that is up by 245.77K shares quarter on quarter and up 275.97K shares year over year.
HORIZON KINETICS ASSET MANAGEMENT LLC's holding of 3.03Mn shares as of December 31, 2025 makes it the primary institutional investor in Mesabi Trust, owning 23.08% of the stock.
Among the most significant buyers of Mesabi Trust during December 2025 were SEI INVESTMENTS CO (83.88K), CWA Asset Management Group, LLC (67.33K), HORIZON KINETICS ASSET MANAGEMENT LLC (28.37K), Verdad Advisers, LP (19.57K), ROYAL BANK OF CANADA (17.82K).
Leading sellers of Mesabi Trust stock in December 2025 included BEDDOW CAPITAL MANAGEMENT INC (13.12K), VALUEWORKS LLC (12.54K), TWO SIGMA INVESTMENTS, LP (4.62K), STEINBERGANNA WEALTH MANAGEMENT (3.77K), Redhawk Wealth Advisors, Inc. (3.17K).
The top 10 institutional holders of Mesabi Trust for the quarter ending December 2025 included HORIZON KINETICS ASSET MANAGEMENT LLC (3.03Mn), VALUEWORKS LLC (664.17K), BEDDOW CAPITAL MANAGEMENT INC (352.81K), MAD RIVER INVESTORS (296.65K), CWA Asset Management Group, LLC (228.24K), Moors & Cabot, Inc. (186.00K), Advisory Services Network, LLC (181.53K), BANK OF AMERICA CORP /DE/ (177.88K), EagleClaw Capital Managment, LLC (167.22K), MORGAN STANLEY (108.74K).

76 Institutional Holders

128,000 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
HORIZON KINETICS ASSET MANAGEMENT LLC	31 Dec, 2025	3,027,698	28,372	0.95%	$116,626,909.00
VALUEWORKS LLC	31 Dec, 2025	664,171	-12,538	-1.85%	$25,583,872.00
BEDDOW CAPITAL MANAGEMENT INC	31 Dec, 2025	352,805	-13,124	-3.59%	$13,587.00
MAD RIVER INVESTORS	31 Dec, 2025	296,649	1,126	0.38%	$11,426,935.00
CWA Asset Management Group, LLC	31 Dec, 2025	228,244	67,326	41.84%	$8,789,889.00
Moors & Cabot, Inc.	31 Dec, 2025	186,004	-1,156	-0.62%	$7,164,878.00
Advisory Services Network, LLC	31 Dec, 2025	181,525	129	0.07%	$6,992,340.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	177,881	86	0.05%	$6,851,976.00
EagleClaw Capital Managment, LLC	31 Dec, 2025	167,225	-200	-0.12%	$6,441,507.00
MORGAN STANLEY	31 Dec, 2025	108,742	4,817	4.64%	$4,188,742.00
Bank of New York Mellon Corp	31 Dec, 2025	92,968	17,798	23.68%	$3,581,141.00
SEI INVESTMENTS CO	31 Dec, 2025	83,883	83,883	0.00%	$3,231,173.00
Lido Advisors, LLC	31 Dec, 2025	79,981	202	0.25%	$2,342,908.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	64,866	5,189	8.70%	$2,498,638.00
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	31 Dec, 2025	43,270	-1,508	-3.37%	$1,666,760.00
ROYAL BANK OF CANADA	31 Dec, 2025	42,528	17,820	72.12%	$1,638,000.00
JPMORGAN CHASE & CO	31 Dec, 2025	36,964	760	2.10%	$1,423,854.00
Redhawk Wealth Advisors, Inc.	31 Dec, 2025	35,540	-3,171	-8.19%	$1,368,715.00
PECAUT & CO.	31 Dec, 2025	33,963	0	0.00%	$1,307,915.00
NBC SECURITIES, INC.	31 Dec, 2025	33,942	0	0.00%	$1,307,445.00

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