AI Holders Summary · Q1 2026

75 institutions reported MSB in Q1 2026. HORIZON KINETICS ASSET MANAGEMENT LLC leads at 45.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

HORIZON KINETICS ASSET MANAGEMENT LLC

CIK 0001056823

$99M3.1M1.07%Q1 2026 02

VALUEWORKS LLC

CIK 0001282189

$26M664K6.73%Q4 2025 03

BEDDOW CAPITAL MANAGEMENT INC

CIK 0001278641

$14M353K5.13%Q4 2025 04

CWA Asset Management Group, LLC

CIK 0001667134

$13M519K0.40%Q2 2026 05

MAD RIVER INVESTORS

CIK 0001384484

$10M322K3.65%Q1 2026 06

FIRST MANHATTAN CO. LLC.

CIK 0000728083

$10M310K0.03%Q1 2026 07

Advisory Services Network, LLC

CIK 0001573876

$6M185K0.08%Q1 2026 08

Moors & Cabot, Inc.

CIK 0001607239

$6M181K0.24%Q1 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$6M178K0.00%Q1 2026 10

EagleClaw Capital Managment, LLC

CIK 0001607636

$5M170K0.75%Q1 2026 11

SEI INVESTMENTS CO

CIK 0000350894

$5M168K0.00%Q1 2026 12

MORGAN STANLEY

CIK 0000895421

$4M114K0.00%Q1 2026 13

Bank of New York Mellon Corp

CIK 0001390777

$3M100K0.00%Q1 2026 14

Lido Advisors, LLC

CIK 0001650150

$3M80K0.01%Q1 2026 15

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$2M58K0.00%Q1 2026 16

ROYAL BANK OF CANADA

CIK 0001000275

$2M51K0.00%Q1 2026 17

MSRH, LLC

CIK 0002122489

$1M45K1.26%Q1 2026 18

JPMORGAN CHASE & CO

CIK 0000019617

$1M36K0.00%Q1 2026 19

PECAUT & CO.

CIK 0001597200

$1M34K0.35%Q1 2026 20

HighTower Advisors, LLC

CIK 0001462245

$835K27K0.00%Q1 2026

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