Mesa Royalty Trust (MTR) Ownership
MTR ownership summary
as of October 18, 2026- Institutions
- 31.0% of shares outstanding
- Insiders
- 0.00% of shares outstanding
- Shares outstanding
- 1.9M
- Float
- 1.9M shares available to trade
- Short interest
- 0.18% 3,107 shares short
- Days to cover
- 0.29 short interest up 73.3% vs prior month
- Institutions 30.98%
- Other investors 69.02%
MTR top institutional holders
13 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Welch Group, LLC | 1.21% | 23K | $45,591 | +6,200 (+37.9%) | June 30, 2026 |
| 2 | Citadel Advisors Llc | 0.79% | 15K | $29,874 | +2,614 (+21.5%) | June 30, 2026 |
| 3 | McGowan Group Asset Management, Inc. | 0.70% | 13K | $26,492 | +4 (+0.0%) | June 30, 2026 |
| 4 | Advisor Group Holdings, Inc. | 0.53% | 9,855 | $19,907 | −46 (−0.5%) | June 30, 2026 |
| 5 | CWM, LLC duplicate | 0.39% | 7,196 | $14,536 | +7,196 (0.0%) | March 31, 2026 |
| 6 | Morgan Stanley - Brokerage Accounts | 0.21% | 3,941 | $7,961 | −1,261 (−24.2%) | June 30, 2026 |
| 7 | U.S. Bancorp | 0.18% | 3,341 | $6,749 | +3,341 (0.0%) | June 30, 2026 |
| 8 | JPMorgan Chase & Co | 0.07% | 1,300 | $2,626 | — | June 30, 2026 |
| 9 | UBS Group AG | 0.03% | 550 | $1,111 | −60 (−9.8%) | June 30, 2026 |
| 10 | BNP Paribas Arbitrage, SA | 0.02% | 460 | $929 | +460 (0.0%) | June 30, 2026 |
| 11 | Chilton Capital Management L P | 0.02% | 331 | $669 | — | June 30, 2026 |
| 12 | HARBOUR INVESTMENTS, INC. | 0.01% | 118 | $238 | +1 (+0.9%) | June 30, 2026 |
| 13 | Wells Fargo & Co | <0.01% | 1 | $2 | — | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 13, 7 holders added 20K shares and 3 cut 1,367.
MTR top mutual fund and ETF holders
1 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Victory Extended Market Index | 0.01% | 206 | $416 | −3 (−1.4%) | June 30, 2023 |
Funds report holdings monthly or quarterly; dates differ by fund.
MTR insider transactions
latest 1| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2023-03-30 | David McNeilly | Buy | $0.09 | 150,000 | $13,500 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
MTR shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns MTR
Institutional investors own 31.0% of Mesa Royalty's shares and insiders 0.00%. The largest holder is Welch Group, LLC with 1.21% of the shares (23K), as of June 30, 2026. Among the top 13 institutions, 7 added shares and 3 reduced their stake in the latest filings. Short interest is 0.18% of the float, or 0.29 days of average trading volume.
Related: MTR key metrics, MTR dividend history. See the MTR stock overview for the latest quote and news.
MTR ownership FAQ
Who owns the most Mesa Royalty stock?
The largest shareholders of Mesa Royalty are Welch Group, LLC (1.21%), Citadel Advisors Llc (0.79%), McGowan Group Asset Management, Inc. (0.70%), Advisor Group Holdings, Inc. (0.53%), CWM, LLC duplicate (0.39%).
What percentage of Mesa Royalty is owned by institutions?
Institutions hold 31.0% of Mesa Royalty's shares outstanding; insiders hold 0.00%.
Which funds own Mesa Royalty?
The largest fund holders of Mesa Royalty are Victory Extended Market Index (0.01%).
What is Mesa Royalty's short interest?
3,107 shares of Mesa Royalty were sold short, 0.18% of the float; at the average daily volume it would take 0.29 days to cover.
Are insiders buying or selling Mesa Royalty?
Of the latest 1 reported insider transactions in Mesa Royalty (since March 30, 2023), 1 were purchases and 0 were sales.
How many shares of Mesa Royalty are outstanding?
Mesa Royalty has 1.9M shares outstanding, of which 1.9M are in the public float.