Mesa Royalty Trust

MTR

Exchange: NYSE
Industry: Oil Royalty Traders
SEC CIK: 0000313364

SEC filings (opens in a new tab)

No open-market purchases or sales by Mesa Royalty Trust insiders were filed in the last 90 days; 13 institutions reported holding it in 13F filings for Q2 2026, worth $944.6K in total; no superinvestor holds it.

Q1 2026 vs. Q4 2025

How the institutions holding Mesa Royalty Trust changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of MTR: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Q1 2026	Change
Holders	10	12	+2
Shares	276.5K	305.9K	+29.3K (+10.6%)
Value	$1.21M	$1.50M	+$286.4K (+23.7%)

New holders (3)

Institutions that held Mesa Royalty Trust at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to MTR in Q1 2026
Institution	Shares	Value	% of portfolio
McGowan Group Asset Management, Inc.	13,111	$64.1K	0.01%
Citadel Advisors LLC	12,175	$59.5K	0.00%
CWM, LLC	7,196	$35.0K	0.00%

Sold out (1)

Institutions that held Mesa Royalty Trust at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of MTR in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
US Bancorp	100	$432