AI Holders Summary · Q2 2026

69 institutions reported MSB in Q2 2026. HORIZON KINETICS ASSET MANAGEMENT LLC leads at 49.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

HORIZON KINETICS ASSET MANAGEMENT LLC

CIK 0001056823

$81M3.2M0.92%Q2 2026 02

VALUEWORKS LLC

CIK 0001282189

$17M670K3.54%Q2 2026 03

BEDDOW CAPITAL MANAGEMENT INC

CIK 0001278641

$14M353K5.13%Q4 2025 04

CWA Asset Management Group, LLC

CIK 0001667134

$10M518K0.30%Q3 2026 05

FIRST MANHATTAN CO. LLC.

CIK 0000728083

$10M396K0.03%Q2 2026 06

MAD RIVER INVESTORS

CIK 0001384484

$6M327K2.61%Q3 2026 07

Advisory Services Network, LLC

CIK 0001573876

$5M186K0.05%Q2 2026 08

EagleClaw Capital Managment, LLC

CIK 0001607636

$3M171K0.44%Q3 2026 09

Moors & Cabot, Inc.

CIK 0001607239

$3M170K0.13%Q3 2026 10

MORGAN STANLEY

CIK 0000895421

$3M113K0.00%Q2 2026 11

SEI INVESTMENTS CO

CIK 0000350894

$2M84K0.00%Q2 2026 12

Bank of New York Mellon Corp

CIK 0001390777

$2M102K0.00%Q3 2026 13

Lido Advisors, LLC

CIK 0001650150

$2M80K0.00%Q3 2026 14

ROYAL BANK OF CANADA

CIK 0001000275

$1M55K0.00%Q2 2026 15

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1M45K0.00%Q2 2026 16

CITADEL ADVISORS LLC

CIK 0001423053

$888K35K0.00%Q2 2026 17

JPMORGAN CHASE & CO

CIK 0000019617

$873K37K0.00%Q2 2026 18

PECAUT & CO.

CIK 0001597200

$665K34K0.19%Q3 2026 19

HighTower Advisors, LLC

CIK 0001462245

$648K26K0.00%Q2 2026 20

NBC SECURITIES, INC.

CIK 0000791540

$630K32K0.04%Q3 2026

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