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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.

Q4 2025 vs. Q3 2025

How the institutions holding Mesabi Trust changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of MSB: Q3 2025 compared with Q4 2025
MeasureQ3 2025Q4 2025Change
Holders7182+11
Shares6.13M6.41M+285.0K (+4.7%)
Value$179.3M$246.3M+$67.0M (+37.4%)

New holders (18)

Institutions that held Mesabi Trust at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to MSB in Q4 2025
InstitutionSharesValue% of portfolio
SEI Investments Co83,883$3.23M0.00%
MSRH, LLC45,114$1.74M1.94%
Verdad Advisers, LP19,567$753.7K0.86%
Wealth Enhancement Advisory Services, LLC6,109$248.8K0.00%
Cadent Capital Advisors, LLC6,112$235.4K0.06%
Pekin Hardy Strauss, Inc.5,650$217.6K0.02%
SFE Investment Counsel5,540$213.3K0.03%
Barclays PLC1,500$57.8K0.00%
Quattro Advisors LLC800$30.8K0.02%
Flagship Harbor Advisors, LLC528$20.4K0.00%
Cullen/Frost Bankers, Inc.500$19.3K0.00%
Garton & Associates Financial Advisors LLC414$16.0K0.01%
CoreCap Advisors, LLC400$15.4K0.00%
Camelot Portfolios, LLC300$11.6K0.01%
Godfrey Financial Associates, Inc.300$11.6K0.01%
WealthCollab, LLC295$11.4K0.00%
GHP Investment Advisors, Inc.40$1.54K0.00%
Parallel Advisors, LLC10$3850.00%

Sold out (7)

Institutions that held Mesabi Trust at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of MSB in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Synergy Financial Management, LLC7,450$215.2K
Manchester Capital Management LLC1,811$53.0K
Tower Research Capital LLC (TRC)1,135$33.2K
Larson Financial Group LLC710$20.5K
EverSource Wealth Advisors, LLC345$9.96K
Ameritas Advisory Services, LLC283$8.29K
Groupe la Francaise165$4.09K