Mesabi Trust Ownership | Who Owns Mesabi Trust?

Mesabi Trust Ownership Summary

Mesabi Trust is owned by 44.83% institutional investors, 0.08% insiders, and 55.09% retail investors. Horizon kinetics asset management is the largest institutional shareholder, holding 23.08% of MSB shares. Horizon Kinetics Inflation Bnfcrs ETF is the top mutual fund, with 3.00% of its assets in Mesabi Trust shares.

MSB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Mesabi Trust	44.83%	0.08%	55.09%
Sector	Basic Materials Stocks	32.98%	12.17%	54.85%
Industry	Steel Stocks List	26.03%	9.46%	64.50%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Horizon kinetics asset management	3.03M	23.08%	$116.63M
Valueworks	676.71K	5.16%	$19.81M
Beddow capital management	352.81K	2.69%	$13.59M
Mad river investors	296.65K	2.26%	$11.43M
Cwa asset management group	228.24K	1.74%	$8.79M
Moors & cabot	186.00K	1.42%	$7.16M
Eagleclaw capital managment	167.22K	1.27%	$6.44M
Morgan stanley	108.74K	0.83%	$4.19M
Bank of new york mellon	92.97K	0.71%	$3.58M
Sei investments	83.88K	0.64%	$3.23M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Valueworks	676.71K	5.76%	$19.81M
Mad river investors	296.65K	5.20%	$11.43M
Beddow capital management	352.81K	5.13%	$13.59M
Horizon kinetics asset management	3.03M	1.58%	$116.63M
Eagleclaw capital managment	167.22K	0.93%	$6.44M
Pecaut	33.96K	0.42%	$1.31M
Atlas wealth partners	7.86K	0.33%	$302.61K
Cwa asset management group	228.24K	0.32%	$8.79M
Moors & cabot	186.00K	0.31%	$7.16M
Westmount partners	20.86K	0.20%	$803.16K

Top Buyers

Holder	Shares	% Assets	Change
Sei investments	83.88K	0.00%	83.88K
Cwa asset management group	228.24K	0.32%	67.33K
Horizon kinetics asset management	3.03M	1.58%	28.37K
Bank of new york mellon	92.97K	0.00%	17.80K
Janney montgomery scott	20.92K	0.00%	10.41K

Top Sellers

Holder	Shares	% Assets	Change
Ofi invest asset management	-	-	-37.00K
Two sigma advisers, lp	-	-	-26.90K
Jane street group	-	-	-18.29K
State of wyoming	-	-	-16.98K
Marshall wace, llp	-	-	-15.07K

New Positions

Holder	Shares	% Assets	Change	Value
Sei investments	83.88K	0.00%	83.88K	$3.23M
Cadent capital advisors	6.11K	0.06%	6.11K	$235.45K
Pekin hardy strauss	5.65K	0.02%	5.65K	$217.64K
Sfe investment counsel	5.54K	0.03%	5.54K	$213.34K
Barclays	1.50K	-	1.50K	$57.78K

Sold Out

Holder	Change
Creekmur asset management	-1.00
Anfield capital management	-4.00
Umb bank, n.a.	-100.00
Main street group	-100.00
Coppell advisory solutions	-112.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	67	-5.63%	5,881,447	-4.00%	44	2.06%	36	-18.18%	17	41.67%
Sep 30, 2025	67	11.67%	5,942,688	2.12%	45	2.30%	42	44.83%	12	-33.33%
Jun 30, 2025	60	-7.69%	5,774,169	0.08%	44	2.28%	30	-30.23%	17	88.89%
Mar 31, 2025	65	6.56%	5,769,618	-4.72%	43	2.06%	44	33.33%	8	-50.00%
Dec 31, 2024	59	20.41%	6,034,426	8.25%	45	2.55%	31	34.78%	16	45.45%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Horizon Kinetics Inflation Bnfcrs ETF	393.97K	3.00%	-176.29K
Horizon Small Cap Institutional	311.14K	2.37%	3.09K
1290 VT Small Cap Value K	170.18K	1.30%	-
Horizon Core Value - Strategy	131.09K	1.00%	28.45K
Kinetics All-Cap Equity	122.61K	0.93%	1.32K
Horizon Strategic Value Investment Instl	116.69K	0.89%	-3.23K
Horizon Spin-Off Institutional	97.56K	0.74%	433.00
Pleiades Small Cap Equity A	83.88K	0.64%	-
WisdomTree US SmallCap Dividend ETF	69.69K	0.53%	-
Horizon Large Cap Institutional	52.12K	0.40%	477.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 20, 2019	Radke Robin M.	-	Buy	$14.69K
Oct 28, 2008	Ehrenberg James A	-	Buy	$5.78K
Oct 24, 2008	Ehrenberg James A	-	Buy	$6.63K
Oct 20, 2008	Ehrenberg James A	-	Buy	$7.97K
Jul 30, 2007	Ehrenberg James A	-	Buy	$5.76K

Insider Transactions Trends

Date	Buy	Sell
2019 Q1	1	-
2014 Q2	-	-
2008 Q4	3	-
2007 Q3	2	-
2006 Q2	2	-

MSB Ownership FAQ

Who Owns Mesabi Trust?

Mesabi Trust shareholders are primarily institutional investors at 44.83%, followed by 0.08% insiders and 55.09% retail investors. The average institutional ownership in Mesabi Trust's industry, Steel Stocks List, is 26.03%, which Mesabi Trust exceeds.

Who owns the most shares of Mesabi Trust?

Mesabi Trust’s largest shareholders are Horizon kinetics asset management (3.03M shares, 23.08%), Valueworks (676.71K shares, 5.16%), and Beddow capital management (352.8K shares, 2.69%). Together, they hold 30.92% of Mesabi Trust’s total shares outstanding.

Does Blackrock own Mesabi Trust?

BlackRock is not among the top 10 institutional shareholders of Mesabi Trust.

Who is Mesabi Trust’s biggest shareholder by percentage of total assets invested?

Valueworks is Mesabi Trust’s biggest shareholder by percentage of total assets invested, with 5.76% of its assets in 676.71K Mesabi Trust shares, valued at 19.81M$.

Who is the top mutual fund holder of Mesabi Trust shares?

Horizon Kinetics Inflation Bnfcrs ETF is the top mutual fund holder of Mesabi Trust shares, with 3.00% of its total shares outstanding invested in 393.97K Mesabi Trust shares.

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