Mesa Royalty TrustMTR
13F holders, Q4 2025 (December 31)10holders
1new positions
1sold out
$4.37avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding Mesa Royalty Trust (MTR) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Ashton Thomas Private Wealth, LLC ($1.1M), Welch Group, LLC ($69K) and Osaic Holdings, Inc. ($52K).
- Company
- Mesa Royalty Trust
- Filed as
- MESA RTY TR (Q4 2025)
- CUSIP
- 590660106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $501 |
| Exits | 1 | $103K |
All 13F filers, Q3 2025 → Q4 2025: 492 shares bought and 25,231 shares sold, net −24,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -2.0% | 244,537 | $1.1M |
| Welch Group, LLC | 0.00% | No change | 16,370 | $69K |
| Osaic Holdings, Inc. | 0.00% | Add +0.6% | 12,057 | $52K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,300 | $6K |
| UBS Group AG | 0.00% | Reduce -50.9% | 911 | $4K |
| Wells Fargo & Company | 0.00% | No change | 508 | $2K |
| Chilton Capital Management LLC | 0.00% | No change | 331 | $1K |
| Morgan Stanley | 0.00% | Add +15000.0% | 302 | $1K |
| Harbour Investments, Inc. | 0.00% | New | 116 | $501 |
| US Bancorp \de | 0.00% | No change | 100 | $432 |
"% of holder's portfolio" is MTR's weight in each manager's 13F, not the share of Mesa Royalty Trust the manager owns.