Mesabi Trust Ownership | Who Owns Mesabi Trust?

Mesabi Trust Ownership Summary

Mesabi Trust is owned by 44.01% institutional investors, 0.08% insiders, and 55.91% retail investors. Horizon kinetics asset management is the largest institutional shareholder, holding 21.67% 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	44.01%	0.08%	55.91%
Sector	Basic Materials Stocks	52.81%	12.20%	34.99%
Industry	Steel Stocks List	45.06%	10.84%	44.10%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Horizon kinetics asset management	2.84M	21.67%	$79.92M
Valueworks	778.50K	5.93%	$21.88M
Beddow capital management	375.10K	2.86%	$8.99M
Mad river investors	295.41K	2.25%	$7.08M
Moors & cabot	194.20K	1.48%	$4.65M
Eagleclaw capital managment	165.63K	1.26%	$3.97M
Morgan stanley	100.08K	0.76%	$1.72M
Lido advisors	79.78K	0.61%	$1.91M
Bank of new york mellon	76.09K	0.58%	$2.14M
Jpmorgan chase	36.60K	0.28%	$1.03M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Valueworks	778.50K	7.28%	$21.88M
Beddow capital management	375.10K	3.56%	$8.99M
Mad river investors	295.41K	3.17%	$7.08M
Horizon kinetics asset management	2.84M	0.99%	$79.92M
Eagleclaw capital managment	165.63K	0.59%	$3.97M
Pecaut	33.94K	0.27%	$813.20K
Moors & cabot	194.20K	0.22%	$4.65M
One charles private wealth services	18.11K	0.17%	$508.93K
Redhawk wealth advisors	34.13K	0.10%	$817.80K
Acorn wealth advisors	11.00K	0.10%	$263.56K

Top Buyers

Holder	Shares	% Assets	Change
Horizon kinetics asset management	2.84M	0.99%	183.39K
Redhawk wealth advisors	34.13K	0.10%	34.13K
Ubs group	25.11K	0.00%	14.64K
Janney montgomery scott	10.14K	0.00%	10.14K
Steward partners investment advisory	25.37K	0.01%	8.13K

Top Sellers

Holder	Shares	% Assets	Change
Valueworks	778.50K	7.28%	-45.90K
Ofi invest asset management	-	-	-37.00K
Beddow capital management	375.10K	3.56%	-27.98K
Two sigma investments, lp	26.98K	0.00%	-18.55K
Jane street group	-	-	-18.29K

New Positions

Holder	Shares	% Assets	Change	Value
Redhawk wealth advisors	34.13K	0.10%	34.13K	$817.80K
Janney montgomery scott	10.14K	0.00%	10.14K	$175.00K
Allworth financial lp	500.00	0.00%	500.00	$11.98K
Golden state wealth management	500.00	0.00%	500.00	$14.05K
Ameritas advisory services	282.00	0.00%	282.00	$6.76K

Sold Out

Holder	Change
Fmr	-1.00
Anfield capital management	-4.00
Gamma investing	-8.00
Main street group	-100.00
Group one trading	-100.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	48	-	5,553,510	1.86%	42	2.45%	23	-4.17%	11	-15.38%
Jun 30, 2024	48	-7.69%	5,452,255	2.86%	41	2.55%	24	-4.00%	13	8.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Horizon Kinetics Inflation Bnfcrs ETF	393.97K	3.00%	-
Horizon Small Cap Institutional	311.12K	2.37%	209.00
1290 VT Small Cap Value K	170.18K	1.30%	-16.00
Horizon Strategic Value Investment Instl	120.01K	0.91%	-7.20K
Kinetics All-Cap Equity	117.14K	0.89%	6.04K
Horizon Spin-Off Institutional	97.81K	0.75%	-1.98K
Pleiades Small Cap Equity A	83.88K	0.64%	-
Horizon Core Value - Strategy	70.91K	0.54%	18.03K
WisdomTree US SmallCap Dividend ETF	68.23K	0.52%	-240.00
Horizon Large Cap Institutional	52.25K	0.40%	-2.06K

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 44.01%, followed by 0.08% insiders and 55.91% retail investors. The average institutional ownership in Mesabi Trust's industry, Steel Stocks List, is 45.06%, which Mesabi Trust falls below.

Who owns the most shares of Mesabi Trust?

Mesabi Trust’s largest shareholders are Horizon kinetics asset management (2.84M shares, 21.67%), Valueworks (778.5K shares, 5.93%), and Beddow capital management (375.1K shares, 2.86%). Together, they hold 30.46% 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 7.28% of its assets in 778.5K Mesabi Trust shares, valued at 21.88M$.

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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