Mesa Royalty TrustMTR
13F holders, Q2 2026 (June 30)13holders +2
2new positions
0sold out
1famous investor
$3.10avg. 13F price*
At the end of Q2 2026, 13 institutions reported holding Mesa Royalty Trust (MTR) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Ashton Thomas Private Wealth, LLC ($726K), Welch Group, LLC ($70K) and Citadel Advisors ($46K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Mesa Royalty Trust
- Filed as
- MESA RTY TR (Q2 2026)
- CUSIP
- 590660106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $12K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 12,621 shares bought and 6,581 shares sold, net +6,040 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -2.2% | 234,323 | $726K |
| Welch Group, LLC | 0.00% | Add +37.9% | 22,570 | $70K |
| Citadel Advisors | 0.00% | Add +21.5% | 14,789 | $46K |
| McGowan Group Asset Management, Inc. | 0.00% | Add +0.0% | 13,115 | $41K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.5% | 9,855 | $31K |
| Morgan Stanley | 0.00% | Reduce -24.2% | 3,941 | $12K |
| US Bancorp \de | 0.00% | New | 3,341 | $10K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,300 | $4K |
| UBS Group AG | 0.00% | Reduce -9.8% | 550 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 460 | $1K |
| Chilton Capital Management LLC | 0.00% | No change | 331 | $1K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 118 | $365 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $2 |
"% of holder's portfolio" is MTR's weight in each manager's 13F, not the share of Mesa Royalty Trust the manager owns.