Mesabi TrustMSB
13F holders, Q4 2024 (December 31)61holders +14
11new positions
2sold out
1famous investor
$28.11avg. 13F price*
At the end of Q4 2024, 61 institutions reported holding Mesabi Trust (MSB) in their 13F filings, up 14 from Q3 2024. 11 opened new positions and 2 sold out. The largest holders were Horizon Kinetics Asset Management LLC ($79.9M), Valueworks LLC ($21.9M) and Moors & Cabot, Inc. ($15.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Mesabi Trust
- CUSIP
- 590672101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.9M |
| Exits | 2 | $820K |
All 13F filers, Q3 2024 → Q4 2024: 626,397 shares bought and 137,731 shares sold, net +488,666 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Horizon Kinetics Asset Management LLC | 1.01% | Add +6.9% | 2,843,010 | $79.9M |
| Valueworks LLC | 7.29% | Reduce -5.6% | 778,501 | $21.9M |
| Moors & Cabot, Inc. | 0.71% | Add +7.2% | 533,942 | $15.0M |
| Beddow Capital Management Inc. | 5.17% | Reduce -3.9% | 431,356 | $12.1M |
| Mad River Investors | 3.85% | Add +0.6% | 294,901 | $8.3M |
| Bank of America Corp. | 0.00% | Add +613.0% | 247,925 | $7.0M |
| EagleClaw Capital Managment, LLC | 0.65% | Reduce -0.5% | 145,725 | $4.1M |
| Morgan Stanley | 0.00% | Add +5.5% | 108,649 | $3.1M |
| Lido Advisors, LLC | 0.01% | New | 79,779 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 76,086 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.0% | 36,598 | $1.0M |
| Ofi Invest Asset Management | 0.02% | — | 36,400 | $988K |
| Two Sigma Advisers, LP | 0.00% | Reduce -32.6% | 32,900 | $925K |
| Pecaut & Co. | 0.32% | Add +0.2% | 32,843 | $918K |
| Two Sigma Investments, LP | 0.00% | Reduce -40.7% | 26,983 | $758K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +47.2% | 25,366 | $713K |
| UBS Group AG | 0.00% | Add +139.9% | 25,113 | $706K |
| Royal Bank of Canada | 0.00% | Add +6.1% | 23,359 | $656K |
| Westmount Partners, LLC | 0.18% | No change | 20,856 | $583K |
| HighTower Advisors, LLC | 0.00% | Add +1.5% | 20,387 | $573K |
| Raymond James Financial Inc. | 0.00% | — | 19,927 | $560K |
| Osaic Holdings, Inc. | 0.00% | Add +32.1% | 19,018 | $535K |
| One Charles Private Wealth Services, LLC | 0.17% | Reduce -0.5% | 18,105 | $509K |
| Citadel Advisors | 0.00% | Add +3386.6% | 17,433 | $490K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.0% | 15,184 | $427K |
| Marshall Wace, LLP | 0.00% | Add +11.2% | 15,071 | $424K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.7% | 14,526 | $408K |
| Wells Fargo & Company | 0.00% | Add +2.7% | 13,961 | $392K |
| LPL Financial LLC | 0.00% | Add +0.1% | 12,742 | $358K |
| Essex Financial Services, Inc. | 0.02% | Add +1.4% | 12,206 | $343K |
| Acorn Wealth Advisors, LLC | 0.13% | No change | 11,000 | $309K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.3% | 9,980 | $281K |
| Debussy Capital Management LP | 0.04% | New | 8,164 | $270K |
| Kingsview Wealth Management, LLC | 0.00% | New | 8,292 | $233K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,095 | $228K |
| Bank of Montreal | 0.00% | New | 7,400 | $208K |
| Ameriprise Financial Inc. | 0.00% | New | 7,296 | $205K |
| Heron Bay Capital Management | 0.04% | New | 7,315 | $204K |
| Atlas Wealth Partners, LLC | 0.26% | New | 7,227 | $202K |
| Quent Capital, LLC | 0.02% | Reduce -20.8% | 5,549 | $156K |
| MAI Capital Management | 0.00% | New | 3,832 | $108K |
| Manchester Capital Management LLC | 0.01% | No change | 1,811 | $51K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 1,240 | $35K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 1,000 | $28K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.1% | 884 | $25K |
| Farther Finance Advisors, LLC | 0.00% | No change | 840 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +175.5% | 741 | $21K |
| Bessemer Group Inc. | 0.00% | No change | 600 | $17K |
| Cwm, LLC | 0.00% | Add +1.5% | 550 | $15K |
| Golden State Wealth Management, LLC | 0.00% | — | 500 | $14K |
| Creekmur Asset Management LLC | 0.00% | Add +0.8% | 381 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 345 | $10K |
| Bernard Wealth Management Corp. | 0.00% | — | 201 | $6K |
| Aventura Private Wealth, LLC | 0.00% | — | 128 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 112 | $3K |
| Financial Perspectives, Inc | 0.00% | No change | 100 | $3K |
| GAMMA Investing LLC | 0.00% | New | 32 | $900 |
| Lanark Financial, Inc. | 0.08% | — | 30 | $854 |
| Barclays PLC | 0.00% | No change | 6 | $169 |
| Huntington National Bank | 0.00% | No change | 1 | $28 |
| FMR LLC | 0.00% | New | 1 | $28 |
"% of holder's portfolio" is MSB's weight in each manager's 13F, not the share of Mesabi Trust the manager owns.