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 September 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 |
|---|---|---|
| CWA Asset Management Group, LLC | 517.5K | 33.9% |
| MAD RIVER INVESTORS | 327.3K | 21.4% |
| EagleClaw Capital Managment, LLC | 170.9K | 11.2% |
| Moors & Cabot, Inc. | 169.6K | 11.1% |
| Bank of New York Mellon Corp | 101.7K | 6.7% |
| Lido Advisors, LLC | 80.0K | 5.2% |
| PECAUT & CO. | 34.0K | 2.2% |
| LANARK FINANCIAL, INC. | 32.2K | 2.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 16.7K | 1.1% |
| PKS Advisory Services, LLC | 16.0K | 1.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 15.4K | 1.0% |
| LPL Financial LLC | 14.5K | 0.9% |
| STEINBERGANNA WEALTH MANAGEMENT | 11.4K | 0.7% |
| Acorn Wealth Advisors, LLC | 11.0K | 0.7% |
| Quent Capital, LLC | 3.0K | 0.2% |
| Farther Finance Advisors, LLC | 1.5K | 0.1% |
| BARCLAYS PLC | 1.5K | 0.1% |
| United Financial Planning Group LLC | 1.0K | 0.1% |
| FIFTH THIRD BANCORP | 550 | 0.0% |
| Allworth Financial LP | 500 | 0.0% |
| Golden State Wealth Management, LLC | 500 | 0.0% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 300 | 0.0% |
| SIMPLEX TRADING, LLC | 244 | 0.0% |
| CoreCap Advisors, LLC | 200 | 0.0% |
| PNC Financial Services Group, Inc. | 199 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 59.6K | 15.4K | -44.3K |
| Russell Investments Group, Ltd. | Reduced | 17.1K | 56 | -17.0K |
| Moors & Cabot, Inc. | Reduced | 178.3K | 169.6K | -8.7K |
| MAD RIVER INVESTORS | Increased | 323.7K | 327.3K | +3.6K |
| BARCLAYS PLC | Increased | 6 | 1.5K | +1.5K |
| CWA Asset Management Group, LLC | Reduced | 519.0K | 517.5K | -1.4K |
| LANARK FINANCIAL, INC. | Increased | 30.7K | 32.2K | +1.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 18.1K | 16.7K | -1.4K |
| LPL Financial LLC | Reduced | 15.7K | 14.5K | -1.2K |
| CITIGROUP INC | Sold Out | 1.1K | 0 | -1.1K |
| STEINBERGANNA WEALTH MANAGEMENT | Increased | 10.5K | 11.4K | +925 |
| Cullen/Frost Bankers, Inc. | Sold Out | 500 | 0 | -500 |
| EagleClaw Capital Managment, LLC | Increased | 170.6K | 170.9K | +300 |
| Bank of New York Mellon Corp | Increased | 101.5K | 101.7K | +229 |
| PNC Financial Services Group, Inc. | New | 0 | 199 | +199 |
| SIMPLEX TRADING, LLC | Increased | 162 | 244 | +82 |
| ASSETMARK, INC | Reduced | 18 | 2 | -16 |
| Farther Finance Advisors, LLC | Increased | 1.5K | 1.5K | +2 |
| GAMMA Investing LLC | Increased | 26 | 27 | +1 |
| Lido Advisors, LLC | Increased | 80.0K | 80.0K | +1 |
| Caitong International Asset Management Co., Ltd | New | 0 | 1 | +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.