MSB Mesabi Trust
Mesabi Trust (MSB) Institutional Ownership
What the institutions did with MSB last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 3.2M | 48.8% |
| VALUEWORKS LLC | 669.7K | 10.1% |
| CWA Asset Management Group, LLC | 519.0K | 7.9% |
| FIRST MANHATTAN CO. LLC. | 396.4K | 6.0% |
| MAD RIVER INVESTORS | 323.7K | 4.9% |
| Advisory Services Network, LLC | 185.7K | 2.8% |
| Moors & Cabot, Inc. | 178.3K | 2.7% |
| EagleClaw Capital Managment, LLC | 170.6K | 2.6% |
| MORGAN STANLEY | 113.3K | 1.7% |
| Bank of New York Mellon Corp | 101.5K | 1.5% |
| SEI INVESTMENTS CO | 83.9K | 1.3% |
| Lido Advisors, LLC | 80.0K | 1.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 59.6K | 0.9% |
| ROYAL BANK OF CANADA | 54.8K | 0.8% |
| BANK OF AMERICA CORP /DE/ | 44.7K | 0.7% |
| JPMORGAN CHASE & CO | 36.6K | 0.6% |
| PECAUT & CO. | 34.0K | 0.5% |
| NBC SECURITIES, INC. | 30.7K | 0.5% |
| HighTower Advisors, LLC | 25.6K | 0.4% |
| Steward Partners Investment Advisory, LLC | 24.6K | 0.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 18.1K | 0.3% |
| WELLS FARGO & COMPANY/MN | 17.7K | 0.3% |
| Russell Investments Group, Ltd. | 17.1K | 0.3% |
| Westmount Partners, LLC | 16.9K | 0.3% |
| One Charles Private Wealth Services, LLC | 16.2K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Reduced | 177.9K | 44.7K | -133.2K |
| FIRST MANHATTAN CO. LLC. | Increased | 310.1K | 396.4K | +86.3K |
| SEI INVESTMENTS CO | Reduced | 167.8K | 83.9K | -83.9K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | Increased | 3.1M | 3.2M | +78.4K |
| CWA Asset Management Group, LLC | Increased | 447.5K | 519.0K | +71.5K |
| Redhawk Wealth Advisors, Inc. | Sold Out | 34.1K | 0 | -34.1K |
| VALUEWORKS LLC | Increased | 646.6K | 669.7K | +23.2K |
| PKS Advisory Services, LLC | New | 0 | 16.0K | +16.0K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold Out | 15.7K | 0 | -15.7K |
| TWO SIGMA INVESTMENTS, LP | New | 0 | 14.5K | +14.5K |
| XTX Topco Ltd | New | 0 | 12.7K | +12.7K |
| Verdad Advisers, LP | Sold Out | 10.3K | 0 | -10.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Sold Out | 8.6K | 0 | -8.6K |
| AMERIPRISE FINANCIAL INC | Sold Out | 7.8K | 0 | -7.8K |
| Atlas Wealth Partners, LLC | Sold Out | 7.5K | 0 | -7.5K |
| BANK OF MONTREAL /CAN/ | Sold Out | 7.4K | 0 | -7.4K |
| BOURGEON CAPITAL MANAGEMENT LLC | Sold Out | 7.0K | 0 | -7.0K |
| UBS Group AG | Reduced | 20.3K | 14.9K | -5.4K |
| MAI Capital Management | Sold Out | 4.5K | 0 | -4.5K |
| ROYAL BANK OF CANADA | Increased | 51.1K | 54.8K | +3.7K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 12.6K | 9.3K | -3.3K |
| Inspire Advisors, LLC | Increased | 7.4K | 10.7K | +3.3K |
| LPL Financial LLC | Reduced | 18.7K | 15.7K | -3.0K |
| OSAIC HOLDINGS, INC. | Reduced | 4.9K | 1.9K | -2.9K |
| Moors & Cabot, Inc. | Reduced | 180.9K | 178.3K | -2.7K |
| BNP PARIBAS FINANCIAL MARKETS | New | 0 | 2.5K | +2.5K |
| SIMPLEX TRADING, LLC | Reduced | 2.5K | 162 | -2.3K |
| MAD RIVER INVESTORS | Increased | 321.5K | 323.7K | +2.2K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 57.5K | 59.6K | +2.1K |
| Janney Montgomery Scott LLC | Reduced | 17.1K | 15.1K | -2.0K |
| Bank of New York Mellon Corp | Increased | 100.2K | 101.5K | +1.3K |
| Advisory Services Network, LLC | Increased | 184.6K | 185.7K | +1.0K |
| One Charles Private Wealth Services, LLC | Reduced | 17.3K | 16.2K | -1.0K |
| United Financial Planning Group LLC | New | 0 | 1.0K | +1.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 19.0K | 18.1K | -940 |
| HighTower Advisors, LLC | Reduced | 26.5K | 25.6K | -900 |
| EagleClaw Capital Managment, LLC | Increased | 169.8K | 170.6K | +800 |
| MORGAN STANLEY | Reduced | 114.0K | 113.3K | -752 |
| Colonial Trust Advisors | Sold Out | 750 | 0 | -750 |
| STEINBERGANNA WEALTH MANAGEMENT | Increased | 9.9K | 10.5K | +570 |
| US BANCORP \DE\ | Sold Out | 400 | 0 | -400 |
| Steward Partners Investment Advisory, LLC | Increased | 24.3K | 24.6K | +378 |
| WELLS FARGO & COMPANY/MN | Reduced | 18.0K | 17.7K | -334 |
| JPMORGAN CHASE & CO | Increased | 36.3K | 36.6K | +268 |
| CITIGROUP INC | Increased | 829 | 1.1K | +255 |
| GROUP ONE TRADING LLC | Sold Out | 145 | 0 | -145 |
| Essex Financial Services, Inc. | Increased | 13.9K | 14.0K | +118 |
| WealthCollab, LLC | Sold Out | 96 | 0 | -96 |
| Tower Research Capital LLC (TRC) | Increased | 202 | 278 | +76 |
| GHP Investment Advisors, Inc. | Sold Out | 40 | 0 | -40 |
| GAMMA Investing LLC | Reduced | 40 | 26 | -14 |
| FMR LLC | Reduced | 37 | 27 | -10 |
| Farther Finance Advisors, LLC | Increased | 1.5K | 1.5K | +8 |
| BARCLAYS PLC | New | 0 | 6 | +6 |
| NewEdge Advisors, LLC | Increased | 1.6K | 1.6K | +5 |
| Bernard Wealth Management Corp. | Increased | 249 | 251 | +2 |
| Lido Advisors, LLC | Increased | 80.0K | 80.0K | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.