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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.

Q2 2025 vs. Q1 2025

How the institutions holding Mesabi Trust changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of MSB: Q1 2025 compared with Q2 2025
MeasureQ1 2025Q2 2025Change
Holders64640
Shares5.77M5.96M+187.8K (+3.3%)
Value$156.9M$143.7M−$13.1M (−8.4%)

New holders (11)

Institutions that held Mesabi Trust at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to MSB in Q2 2025
InstitutionSharesValue% of portfolio
Redhawk Wealth Advisors, Inc.34,132$817.8K0.10%
State of Wyoming16,985$407.0K0.05%
Ritholtz Wealth Management13,737$329.1K0.01%
Citadel Advisors LLC12,077$289.4K0.00%
Geode Capital Management, LLC11,042$264.6K0.00%
Wealth Enhancement Advisory Services, LLC8,109$202.7K0.00%
Chung Wu Investment Group, LLC1,000$24.0K0.02%
Allworth Financial LP500$12.0K0.00%
Ameritas Advisory Services, LLC282$6.76K0.00%
FMR LLC105$2.52K0.00%
Assetmark, Inc18$4310.00%

Sold out (11)

Institutions that held Mesabi Trust at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of MSB in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Ofi Invest Asset Management37,000$931.7K
Gsa Capital Partners LLP10,902$297.0K
Atlas Wealth Partners, LLC8,057$217.0K
Heron Bay Capital Management7,737$208.7K
Ameriprise Financial Inc7,575$206.0K
Bank of Montreal7,400$201.3K
Aster Capital Management (DIFC) Ltd2,010$55.8K
Acadian Asset Management LLC1,648$44.0K
Quent Capital, LLC940$25.6K
Uniplan Investment Counsel, Inc.268$7.29K
GAMMA Investing LLC8$218