MESA ROYALTY TRUST/TX (MTR) — Institutional Holders, Q2 2026
13 institutional investment managers reported a MTR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $944.6K. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MTR in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
New positions
3
Added to
4
Trimmed
4
Sold out
0
Biggest buyers
- Welch GroupAdded · +6,200 sh+$19.2K
- US BANCORP \DE\New · +3,341 sh+$10.4K
- CITADEL ADVISORSAdded · +2,614 sh+$8.1K
- BNP PARIBAS FINANCIAL MARKETSNew · +460 sh+$1.4K
- McGowan Group Asset ManagementAdded · +4 sh+$12.00
Biggest sellers
- Ashton Thomas Private WealthTrimmed · -5,214 sh-$16.2K
- MORGAN STANLEYTrimmed · -1,261 sh-$3.9K
- UBS Group AGTrimmed · -60 sh-$186.00
- OSAICTrimmed · -46 sh-$143.00
MTR 13F holders ranked 1–13 of 13
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Ashton Thomas Private Wealth#1 · 234,323 sh | 234,323 | $726.4K | 0.02% | -2.2% |
| 2 | Welch Group#2 · 22,570 sh | 22,570 | $70.0K | <0.01% | +37.9% |
| 3 | CITADEL ADVISORS#3 · 14,789 sh | 14,789 | $45.8K | 0.00% | +21.5% |
| 4 | McGowan Group Asset Management#4 · 13,115 sh | 13,115 | $40.7K | <0.01% | 0.0% |
| 5 | OSAIC#5 · 9,855 sh | 9,855 | $30.6K | 0.00% | -0.5% |
| 6 | MORGAN STANLEY#6 · 3,941 sh | 3,941 | $12.2K | 0.00% | -24.2% |
| 7 | US BANCORP \DE\#7 · 3,341 sh | 3,341 | $10.4K | 0.00% | New |
| 8 | JPMORGAN CHASE#8 · 1,300 sh | 1,300 | $4.1K | 0.00% | 0.0% |
| 9 | UBS Group AG#9 · 550 sh | 550 | $1.7K | 0.00% | -9.8% |
| 10 | BNP PARIBAS FINANCIAL MARKETS#10 · 460 sh | 460 | $1.4K | 0.00% | New |
| 11 | CHILTON CAPITAL MANAGEMENT#11 · 331 sh | 331 | $1.0K | 0.00% | 0.0% |
| 12 | HARBOUR INVESTMENTS#12 · 118 sh | 118 | $365.00 | 0.00% | +0.9% |
| 13 | WELLS FARGO & COMPANY#13 · 1 sh | 1 | $2.00 | 0.00% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.