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Mesabi Trust

MSB
Exchange
NYSE
Industry
Mineral Royalty Traders
SEC CIK
0000065172

No open-market purchases or sales by Mesabi Trust insiders were filed in the last 90 days; 62 institutions reported holding it in 13F filings for Q2 2026, worth $167.0M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Mesabi Trust as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
57
No complete 13F data for Q4 2020
Shares held
3.50M
No complete 13F data for Q4 2020
Total value
$105.3M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting MSB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 57 institutions
Q1 2021: 57 institutionsQ2 2021: 64 institutionsQ3 2021: 59 institutionsQ4 2021: 54 institutionsQ1 2022: 57 institutionsQ2 2022: 56 institutionsQ3 2022: 54 institutionsQ4 2022: 52 institutionsQ1 2023: 42 institutionsQ2 2023: 45 institutionsQ3 2023: 46 institutionsQ4 2023: 51 institutionsQ1 2024: 50 institutionsQ2 2024: 47 institutionsQ3 2024: 47 institutionsQ4 2024: 61 institutionsQ1 2025: 64 institutionsQ2 2025: 64 institutionsQ3 2025: 71 institutionsQ4 2025: 82 institutionsQ1 2026: 73 institutionsQ2 2026: 62 institutions
Value heldQ1 2021: $105.3M
Q1 2021: $105.3MQ2 2021: $135.0MQ3 2021: $115.6MQ4 2021: $115.0MQ1 2022: $119.1MQ2 2022: $112.2MQ3 2022: $98.1MQ4 2022: $88.6MQ1 2023: $130.4MQ2 2023: $107.0MQ3 2023: $109.4MQ4 2023: $111.6MQ1 2024: $94.2MQ2 2024: $94.2MQ3 2024: $126.3MQ4 2024: $170.7MQ1 2025: $156.9MQ2 2025: $143.7MQ3 2025: $179.3MQ4 2025: $246.3MQ1 2026: $210.2MQ2 2026: $167.0M
Institutions holding MSB and their total value by quarter
QuarterHoldersValue
Q2 202662$167.0M
Q1 202673$210.2M
Q4 202582$246.3M
Q3 202571$179.3M
Q2 202564$143.7M
Q1 202564$156.9M
Q4 202461$170.7M
Q3 202447$126.3M
Q2 202447$94.2M
Q1 202450$94.2M
Q4 202351$111.6M
Q3 202346$109.4M
Q2 202345$107.0M
Q1 202342$130.4M
Q4 202252$88.6M
Q3 202254$98.1M
Q2 202256$112.2M
Q1 202257$119.1M
Q4 202154$115.0M
Q3 202159$115.6M
Q2 202164$135.0M
Q1 202157$105.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Mesabi Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MSB in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Perspectives, Inc3,008$1000.00%––
Pacitti Group Inc.140$4.00K0.00%––
Plante Moran Financial Advisors, LLC150$5.00K0.00%––
Harbour Investments, Inc.200$6.00K0.00%––
Newbridge Financial Services Group, Inc.345$10.0K0.01%––
Spire Wealth Management360$11.0K0.00%––
Barclays PLC585$18.0K0.00%––
Bessemer Group Inc600$18.0K0.00%––
Proequities, Inc.622$19.0K0.00%––
Stonebridge Capital Advisors LLC1,000$30.0K0.00%––
Mark Sheptoff Financial Planning, LLC1,000$30.0K0.02%––
NEXT Financial Group, Inc1,000$30.0K0.00%––
Berman Capital Advisors, LLC1,433$43.0K0.01%––
American Portfolios Advisors1,596$48.0K0.00%––
Citigroup Inc2,500$75.0K0.00%––
AdvisorNet Financial, Inc3,250$98.0K0.01%––
Thompson Siegel & Walmsley LLC3,310$100.0K0.00%––
UBS Group AG3,325$100.0K0.00%––
Steward Partners Investment Advisory, LLC6,582$198.0K0.00%––
Advisor Group Holdings, Inc.6,612$198.0K0.00%––
Jane Street Group, LLC6,723$202.0K0.00%––
First Dallas Securities Inc.6,755$203.0K0.17%––
Quilter Plc7,000$211.0K0.01%––
Hodges Capital Management Inc.7,340$221.0K0.03%––
Pecaut & Co.7,700$232.0K0.17%––
Invesco Ltd.7,931$239.0K0.00%––
Simplex Trading, LLC8,218$247.0K0.01%––
Acorn Wealth Advisors, LLC8,500$256.0K0.18%––
The PNC Financial Services Group, Inc.8,780$264.0K0.00%––
Vivaldi Capital Management, LLC7,000$266.0K0.05%––
Stephens Inc9,300$280.0K0.00%––
JPMorgan Chase & Co9,500$286.0K0.00%––
Moors & Cabot, Inc.9,875$297.0K0.02%––
Ameriprise Financial Inc9,895$298.0K0.00%––
Kingsview Wealth Management, LLC9,885$315.0K0.02%––
Freestone Capital Holdings, LLC11,185$337.0K0.02%––
Howland Capital Management LLC11,760$354.0K0.02%––
BerganKDV Wealth Management, LLC12,000$362.0K0.05%––
HRT Financial LP14,005$421.0K0.00%––
HighTower Advisors, LLC14,245$429.0K0.00%––
Boston Private Wealth LLC16,044$483.0K0.01%––
Carnegie Capital Asset Management, LLC16,850$508.0K0.02%––
Hilltop Holdings Inc.18,500$556.0K0.07%––
ARS Investment Partners, LLC19,000$572.0K0.07%––
California Public Employees Retirement System26,612$800.0K0.00%––
Wells Fargo & Company29,481$887.0K0.00%––
Bank of America Corp36,141$1.09M0.00%––
Susquehanna International Group, LLP42,704$1.28M0.00%––
Royal Bank of Canada50,322$1.51M0.00%––
Bramshill Investments, LLC51,283$1.54M0.10%––
BlackRock Inc.73,350$2.21M0.00%––
Morgan Stanley76,672$2.31M0.00%––
Valueworks LLC186,675$5.62M3.18%––
Mad River Investors187,750$5.65M3.77%––
SFE Investment Counsel335,536$10.1M2.94%––
Beddow Capital Management Inc405,387$12.2M7.75%––
Horizon Kinetics Asset Management LLC1,704,371$51.3M1.17%––