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Who owns MSB?

Institutional ownership of Mesabi Trust from Form 13F, Q2 2026

61 institutional managers reported holding Mesabi Trust (MSB) in Form 13F filings for Q2 2026, with 3,381,664 shares worth $85.5M. The largest reported holder was Valueworks LLC. Managers that filed both quarters cut a net 101,817 shares (-2.9%). 7 opened new positions and 14 sold out.

Funds holding
61
Value held
$85.5M
New / sold out
7 / 14
Net shares, same filers
-2.9%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of MSB

FundValueShare of 13F holdingsSharesMove
Valueworks LLC$16.9M19.8%669,733Added
CWA Asset Management Group, LLC$13.1M15.3%518,974Added
First Manhattan Co. LLC.$10.0M11.7%396,373Added
Mad River Investors$8.2M9.6%323,735Added
Advisory Services Network, LLC$4.7M5.5%185,669Added
Moors & Cabot, Inc.$4.5M5.3%178,289Trimmed
EagleClaw Capital Managment, LLC$4.3M5.0%170,575Added
Morgan Stanley$2.9M3.4%113,293Trimmed
Bank of New York Mellon Corp$2.6M3.0%101,464Added
Sei Investments Co$2.1M2.5%83,883Trimmed
Lido Advisors, LLC$2.0M2.4%79,982Unchanged
Geode Capital Management, LLC$1.5M1.8%59,649Added
Royal Bank of Canada$1.4M1.6%54,825Added
Bank of America Corp$1.1M1.3%44,658Trimmed
JPMorgan Chase & Co$873K1.1%36,572Added
Pecaut & Co.$859K1.0%33,963Unchanged
Lanark Financial, Inc.$778K0.9%30,742Unchanged
HighTower Advisors, LLC$648K0.8%25,616Trimmed
Steward Partners Investment Advisory, LLC$623K0.7%24,638Added
Commonwealth Equity Services, LLC$457K0.5%18,071Trimmed
Wells Fargo & Company$447K0.5%17,658Trimmed
Russell Investments Group, Ltd.$432K0.5%17,077Unchanged
Westmount Partners, LLC$426K0.5%16,856Unchanged
One Charles Private Wealth Services, LLC$411K0.5%16,230Trimmed
PKS Advisory Services, LLC$404K0.5%15,975New

Share of 13F holdings is each fund's shares as a share of the 3,381,664 MSB shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. First Manhattan Co. LLC. Added+$2.2M
  2. CWA Asset Management Group, LLC Added+$1.8M
  3. Valueworks LLC Added+$586K
  4. PKS Advisory Services, LLC New+$404K
  5. Two Sigma Investments, LP New+$367K
  6. XTX Topco Ltd New+$321K
  7. Royal Bank of Canada Added+$94K
  8. Inspire Advisors, LLC Added+$83K
  9. BNP Paribas Financial Markets New+$63K
  10. Mad River Investors Added+$55K

Biggest sellers in Q2 2026

  1. Bank of America Corp Trimmed-$3.4M
  2. Sei Investments Co Trimmed-$2.1M
  3. Redhawk Wealth Advisors, Inc. Sold out-$1.1M
  4. Arrowstreet Capital, Limited Partnership Sold out-$496K
  5. Verdad Advisers, LP Sold out-$325K
  6. O'Shaughnessy Asset Management, LLC Sold out-$271K
  7. Ameriprise Financial Inc Sold out-$247K
  8. Atlas Wealth Partners, LLC Sold out-$235K
  9. Bank of Montreal Sold out-$233K
  10. Bourgeon Capital Management LLC Sold out-$220K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $6.2M and sold $9.4M; 18 added and 16 trimmed.

Questions about MSB ownership

Who owns MSB stock?
61 institutional investment managers reported MSB positions in their Form 13F filings for Q2 2026, holding 3,381,664 shares worth $85.5M in total. Valueworks LLC reported the largest position.
Are funds buying or selling MSB?
In Q2 2026, 7 managers opened new MSB positions, 18 added, 16 trimmed and 14 sold out. Managers that filed in both quarters sold a net 101,817 shares.
How current is this MSB institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to MSB by CUSIP. Options are left out. MSB news and filings · MSB insider trades · Top funds