Latest Period
Q1 2026
Security Snapshot
MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR) Institutional Ownership
CUSIP: 590660106
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
11
Shares (Excl. Options)
305,850
Price
$4.89
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- Security type / class
- Equity / Units of Beneficial Interest
- Symbol
- MTR on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 305,850
- Total 13F value
- $1,495,200
- Portfolio coverage rank
- 0%
- Share change
- +29,318
- Value change
- +$143,495
- Number of holders
- 11
- Shares outstanding
- 1,868,930
- SEC-reported price per share
- $3.10
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- MTR - MESA ROYALTY TRUST/TX - Units of Beneficial Interest is tracked under CUSIP 590660106.
- 11 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 11 to 3 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,495,200 to $797,422.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 11 institutions filings for Q1 2026.
Security key
590660106
Latest holder period
Q1 2026
13F holders
11
13D/G owners
2
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 590660106:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
MTR
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| A. Gile & Co. LLC | 14% | +9.2% | $1,403,903 | +$117,687 | 265,388 | +9.1% | A. Gile & Co. LLC | 23 Jan 2025 |
| WELLS FARGO & COMPANY/MN | 0% | $4,163 | 787 | Wells Fargo & Company | 30 Sep 2024 |
As of 31 Mar 2026, 11 institutional investors reported holding 305,850 shares of MESA ROYALTY TRUST/TX - Units of Beneficial Interest (MTR). This represents 16% of the company’s total 1,868,930 outstanding shares.
13F concentration
Top 13 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
16%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 13% | 239,537 | -2% | 0.03% | $1,171,336 |
| Welch Group, LLC | 0.88% | 16,370 | 0% | 0% | $79,559 |
| McGowan Group Asset Management, Inc. | 0.7% | 13,111 | 0.01% | $64,113 | |
| CITADEL ADVISORS LLC | 0.65% | 12,175 | 0% | $59,536 | |
| OSAIC HOLDINGS, INC. | 0.53% | 9,901 | -18% | 0% | $48,425 |
| CWM, LLC | 0.39% | 7,196 | 0% | $34,973 | |
| MORGAN STANLEY | 0.28% | 5,202 | +1623% | 0% | $25,439 |
| JPMORGAN CHASE & CO | 0.07% | 1,300 | 0% | 0% | $6,656 |
| UBS Group AG | 0.03% | 610 | -33% | 0% | $2,983 |
| CHILTON CAPITAL MANAGEMENT LLC | 0.02% | 331 | 0% | 0% | $1,609 |
| HARBOUR INVESTMENTS, INC. | 0.01% | 117 | +0.86% | 0% | $571 |
| US BANCORP \DE\ | 0% | 0 | -100% | $0 | |
| WELLS FARGO & COMPANY/MN | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 257,224 | $797,422 | +$3,057 | $3.10 | 3 |
| 2026 Q1 | 305,850 | $1,495,200 | +$143,495 | $4.89 | 11 |
| 2025 Q4 | 276,532 | $1,208,772 | -$126,975 | $4.32 | 10 |
| 2025 Q3 | 301,271 | $1,620,681 | -$35,469 | $5.35 | 10 |
| 2025 Q2 | 307,803 | $1,706,622 | -$122,414 | $5.47 | 13 |
| 2025 Q1 | 329,098 | $2,051,087 | +$92,507 | $6.22 | 11 |
| 2024 Q4 | 313,679 | $1,860,748 | +$1,576,190 | $5.91 | 10 |
| 2024 Q3 | 48,591 | $275,302 | -$806,464 | $5.67 | 12 |
| 2024 Q2 | 173,167 | $1,523,239 | +$4,738 | $8.82 | 12 |
| 2024 Q1 | 172,612 | $1,832,143 | -$829,317 | $10.62 | 11 |
| 2023 Q4 | 236,751 | $3,116,547 | -$33,417 | $13.20 | 14 |
| 2023 Q3 | 195,100 | $2,965,767 | -$19,526 | $15.20 | 14 |
| 2023 Q2 | 189,859 | $4,673,414 | +$239,744 | $24.62 | 16 |
| 2023 Q1 | 187,945 | $3,016,436 | -$462,007 | $16.05 | 14 |
| 2022 Q4 | 212,201 | $4,666,572 | -$215,915 | $22.01 | 16 |
| 2022 Q3 | 220,988 | $2,787,570 | +$245,110 | $12.61 | 10 |
| 2022 Q2 | 215,704 | $2,352,443 | -$89,019 | $10.91 | 11 |
| 2022 Q1 | 219,258 | $1,889,840 | -$88,281 | $8.62 | 10 |
| 2021 Q4 | 223,024 | $1,370,000 | -$80,695 | $6.14 | 9 |
| 2021 Q3 | 236,930 | $1,348,000 | -$102,382 | $5.71 | 9 |
| 2021 Q2 | 254,429 | $1,602,160 | +$155,416 | $6.31 | 10 |
| 2021 Q1 | 228,236 | $1,082,000 | +$132,796 | $4.75 | 7 |
| 2020 Q4 | 200,592 | $819,000 | +$12,214 | $4.05 | 7 |
| 2020 Q3 | 212,768 | $834,000 | +$26,662 | $3.92 | 6 |
| 2020 Q2 | 205,948 | $1,061,000 | +$5,522 | $5.15 | 9 |