Who Owns Mesa Royalty Trust (MTR)?Hedge Fund & Institutional Holders
Institutional Holders
14
as of Q4 2025
Total Institutional Value
$107200068000200015872.0T
% of Float Held
—
QoQ Change in Holders
+3 / -1
Price History
MTR — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | New Position | +245K | +$1.1B |
| CHILTON CAPITAL MANAGEMENT LLC | New Position | +331 | +$1.0M |
| HARBOUR INVESTMENTS, INC. | New Position | +116 | +$0 |
| MORGAN STANLEY | Increased | +300 | +$0 |
| OSAIC HOLDINGS, INC. | Increased | +76 | +$-66.4M |
MTR — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -19K | -$103.1M |
| UBS Group AG | Decreased | -945 | -$7.9M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Ashton Thomas Private Wealth, LLC | 244,537 | $1.1B | 0.03% | Share |
| 2 | Welch Group, LLC | 16,370 | $68.0M | 0.00% | Share |
| 3 | UBS Group AG | 500 | $2.0M | 0.00% | Share |
| 4 | CHILTON CAPITAL MANAGEMENT LLC | 331 | $1.0M | 0.00% | Share |
| 5 | OSAIC HOLDINGS, INC. | 12,057 | $0 | 0.00% | Share |
| 6 | WELLS FARGO & COMPANY/MN | 508 | $0 | 0.00% | Share |
| 7 | WELLS FARGO & COMPANY/MN | 0 | $0 | 0.00% | Share |
| 8 | UBS Group AG | 200 | $0 | 0.00% | Share |
| 9 | UBS Group AG | 211 | $0 | 0.00% | Share |
| 10 | MORGAN STANLEY | 2 | $0 | 0.00% | Share |
| 11 | JPMORGAN CHASE & CO | 1,300 | $0 | 0.00% | Share |
| 12 | MORGAN STANLEY | 300 | $0 | 0.00% | Share |
| 13 | HARBOUR INVESTMENTS, INC. | 116 | $0 | 0.00% | Share |
| 14 | US BANCORP \DE\ | 100 | $0 | 0.00% | Share |
MTR Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 10 | $1.1B | +2 |
| Q3 2025 | 8 | $274.6M | -4 |
| Q2 2025 | 12 | $1.6B | +0 |
| Q1 2025 | 12 | $2.0B | +0 |
| Q4 2024 | 12 | $1.8B | +0 |
| Q3 2024 | 12 | $205.7M | -2 |
| Q2 2024 | 14 | $1.2B | +4 |
| Q1 2024 | 10 | $1.4B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 14 institutional investors hold MTR (Mesa Royalty Trust). The largest holder is Ashton Thomas Private Wealth, LLC with $1.1B in shares. This quarter, 3 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own MTR?
As of Q4 2025, 14 institutional investors report holding MTR (Mesa Royalty Trust) in their 13F filings.
Who is the largest institutional holder of MTR?
The largest institutional holder of MTR is Ashton Thomas Private Wealth, LLC with $1.1B in shares.
Is institutional ownership of MTR increasing or decreasing?
This quarter, 3 institutions opened new positions in MTR and 1 closed their positions.