Mesabi TrustMSB
13F holders, Q3 2025 (September 30)71holders +7
14new positions
8sold out
1famous investor
$29.26avg. 13F price*
At the end of Q3 2025, 71 institutions reported holding Mesabi Trust (MSB) in their 13F filings, up 7 from Q2 2025. 14 opened new positions and 8 sold out. The largest holders were Horizon Kinetics Asset Management LLC ($87.8M), Valueworks LLC ($19.8M) and Beddow Capital Management Inc. ($10.7M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $6.0M |
| Exits | 8 | $1.5M |
All 13F filers, Q2 2025 → Q3 2025: 308,497 shares bought and 152,675 shares sold, net +155,822 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Horizon Kinetics Asset Management LLC | 1.07% | Add +1.3% | 2,999,326 | $87.8M |
| Valueworks LLC | 5.76% | Reduce -1.3% | 676,709 | $19.8M |
| Beddow Capital Management Inc. | 4.08% | Reduce -2.4% | 365,929 | $10.7M |
| Mad River Investors | 3.71% | Add +0.0% | 295,523 | $8.6M |
| Moors & Cabot, Inc. | 0.24% | Reduce -3.6% | 187,160 | $5.5M |
| Advisory Services Network, LLC | 0.08% | Add +0.0% | 181,396 | $5.3M |
| Bank of America Corp. | 0.00% | Add +0.0% | 177,795 | $5.2M |
| EagleClaw Capital Managment, LLC | 0.69% | Add +1.1% | 167,425 | $4.9M |
| CWA Asset Management Group, LLC | 0.17% | New | 160,918 | $4.7M |
| Morgan Stanley | 0.00% | Reduce -17.4% | 103,925 | $3.0M |
| Lido Advisors, LLC | 0.01% | No change | 79,779 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.5% | 75,170 | $2.2M |
| Geode Capital Management, LLC | 0.00% | Add +440.4% | 59,677 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -4.0% | 44,778 | $1.3M |
| Redhawk Wealth Advisors, Inc. | 0.13% | Add +13.4% | 38,711 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 36,204 | $1.1M |
| Lanark Financial, Inc. | 0.08% | No change | 33,942 | $993K |
| Pecaut & Co. | 0.32% | Add +0.1% | 33,963 | $981K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.0% | 30,409 | $890K |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 25,038 | $733K |
| Royal Bank of Canada | 0.00% | Add +2.7% | 24,708 | $723K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.5% | 24,599 | $720K |
| LPL Financial LLC | 0.00% | Add +20.2% | 23,661 | $693K |
| Westmount Partners, LLC | 0.17% | No change | 20,856 | $653K |
| Wells Fargo & Company | 0.00% | Add +3.0% | 18,783 | $550K |
| One Charles Private Wealth Services, LLC | 0.14% | Add +0.0% | 18,268 | $535K |
| Russell Investments Group, Ltd. | 0.00% | No change | 17,042 | $499K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -13.1% | 16,690 | $489K |
| Two Sigma Investments, LP | 0.00% | Reduce -43.1% | 16,409 | $480K |
| UBS Group AG | 0.00% | Reduce -48.4% | 15,389 | $450K |
| Essex Financial Services, Inc. | 0.03% | Add +0.1% | 14,621 | $428K |
| Steinberganna Wealth Management | 0.18% | — | 12,979 | $375K |
| Raymond James Financial Inc. | 0.00% | Reduce -5.6% | 12,239 | $358K |
| Apollon Wealth Management, LLC | 0.01% | Add +5.1% | 11,753 | $344K |
| Ritholtz Wealth Management | 0.01% | Reduce -17.0% | 11,399 | $331K |
| Acorn Wealth Advisors, LLC | 0.10% | No change | 11,000 | $318K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.2% | 10,516 | $308K |
| Atlas Wealth Partners, LLC | 0.23% | New | 7,844 | $227K |
| Ameriprise Financial Inc. | 0.00% | New | 7,718 | $226K |
| Bank of Montreal | 0.00% | New | 7,400 | $217K |
| Synergy Asset Management, LLC | 0.01% | New | 7,450 | $215K |
| Gsa Capital Partners LLP | 0.02% | New | 7,257 | $212K |
| Citadel Advisors | 0.00% | Reduce -40.6% | 7,176 | $210K |
| MAI Capital Management | 0.00% | Add +0.3% | 4,478 | $131K |
| Osaic Holdings, Inc. | 0.00% | Add +22.3% | 4,307 | $128K |
| Citigroup Inc. | 0.00% | New | 3,786 | $111K |
| Manchester Capital Management LLC | 0.01% | No change | 1,811 | $53K |
| NewEdge Advisors, LLC | 0.00% | Add +0.6% | 1,621 | $47K |
| Colonial Trust Advisors | 0.00% | New | 1,500 | $44K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 1,240 | $36K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +47.0% | 1,135 | $33K |
| Chung Wu Investment Group, LLC | 0.02% | No change | 1,000 | $29K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 1,000 | $29K |
| Quent Capital, LLC | 0.00% | New | 940 | $28K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.3% | 861 | $25K |
| Larson Financial Group LLC | 0.00% | New | 710 | $21K |
| Cwm, LLC | 0.00% | Add +0.3% | 670 | $19K |
| Comerica Bank | 0.00% | New | 550 | $16K |
| Golden State Wealth Management, LLC | 0.00% | No change | 500 | $15K |
| Allworth Financial LP | 0.00% | No change | 500 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 345 | $10K |
| Ameritas Advisory Services, LLC | 0.00% | Add +0.3% | 283 | $8K |
| Bernard Wealth Management Corp. | 0.00% | Add +0.4% | 245 | $7K |
| Groupe la Francaise | 0.00% | New | 165 | $4K |
| Aventura Private Wealth, LLC | 0.00% | No change | 128 | $4K |
| Financial Perspectives, Inc | 0.00% | No change | 100 | $3K |
| FMR LLC | 0.00% | Reduce -29.5% | 74 | $2K |
| Group One Trading LLC | 0.00% | New | 41 | $1K |
| GAMMA Investing LLC | 0.00% | New | 30 | $878 |
| Assetmark, Inc. | 0.00% | No change | 18 | $527 |
| Huntington National Bank | 0.00% | No change | 1 | $29 |
"% of holder's portfolio" is MSB's weight in each manager's 13F, not the share of Mesabi Trust the manager owns.