Mesa Royalty TrustMTR
13F holders, Q1 2026 (March 31)11holders +1
3new positions
1sold out
1famous investor
$4.89avg. 13F price*
At the end of Q1 2026, 11 institutions reported holding Mesa Royalty Trust (MTR) in their 13F filings, up 1 from Q4 2025. 3 opened new positions and 1 sold out. The largest holders were Ashton Thomas Private Wealth, LLC ($1.2M), Welch Group, LLC ($80K) and McGowan Group Asset Management, Inc. ($64K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Mesa Royalty Trust
- Filed as
- MESA RTY TR (Q1 2026)
- CUSIP
- 590660106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $159K |
| Exits | 1 | $432 |
All 13F filers, Q4 2025 → Q1 2026: 37,383 shares bought and 8,065 shares sold, net +29,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -2.0% | 239,537 | $1.2M |
| Welch Group, LLC | 0.00% | No change | 16,370 | $80K |
| McGowan Group Asset Management, Inc. | 0.01% | New | 13,111 | $64K |
| Citadel Advisors | 0.00% | New | 12,175 | $60K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.9% | 9,901 | $48K |
| Cwm, LLC | 0.00% | New | 7,196 | $35K |
| Morgan Stanley | 0.00% | Add +1622.5% | 5,202 | $25K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,300 | $7K |
| UBS Group AG | 0.00% | Reduce -33.0% | 610 | $3K |
| Chilton Capital Management LLC | 0.00% | No change | 331 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +0.9% | 117 | $571 |
"% of holder's portfolio" is MTR's weight in each manager's 13F, not the share of Mesa Royalty Trust the manager owns.