MFM MFS Municipal Income Trust
MFS Municipal Income Trust (MFM) Institutional Ownership
What the institutions did with MFM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Pathstone Holdings, LLC | 5.4M | 18.3% |
| BANK OF AMERICA CORP /DE/ | 2.2M | 7.4% |
| UBS Group AG | 1.8M | 6.2% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.5M | 5.1% |
| Advisors Asset Management, Inc. | 1.2M | 4.1% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 1.1M | 3.6% |
| Hennion & Walsh Asset Management, Inc. | 1.0M | 3.5% |
| Saba Capital Management, L.P. | 1.0M | 3.5% |
| Almitas Capital LLC | 878.5K | 3.0% |
| GUGGENHEIM CAPITAL LLC | 845.3K | 2.9% |
| VAN ECK ASSOCIATES CORP | 729.0K | 2.5% |
| Janney Montgomery Scott LLC | 716.5K | 2.4% |
| WHITEBOX ADVISORS LLC | 575.1K | 1.9% |
| MORGAN STANLEY | 566.5K | 1.9% |
| Closed-End Fund Advisors, Inc. | 466.8K | 1.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 460.3K | 1.6% |
| Invesco Ltd. | 455.7K | 1.5% |
| Summit Financial, LLC | 449.1K | 1.5% |
| MELFA WEALTH MANAGEMENT, INC. | 431.6K | 1.5% |
| Cambridge Investment Research Advisors, Inc. | 401.9K | 1.4% |
| OSAIC HOLDINGS, INC. | 398.6K | 1.4% |
| ENVESTNET ASSET MANAGEMENT INC | 362.0K | 1.2% |
| RAYMOND JAMES FINANCIAL INC | 350.7K | 1.2% |
| Thomas J. Herzfeld Advisors, Inc. | 345.4K | 1.2% |
| MACKAY SHIELDS LLC | 333.8K | 1.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | Increased | 179.2K | 1.1M | +897.8K |
| Almitas Capital LLC | New | 0 | 878.5K | +878.5K |
| Saba Capital Management, L.P. | Increased | 265.8K | 1.0M | +758.1K |
| Janney Montgomery Scott LLC | New | 0 | 716.5K | +716.5K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Increased | 908.1K | 1.5M | +601.8K |
| Pathstone Holdings, LLC | Increased | 4.8M | 5.4M | +589.8K |
| BANK OF AMERICA CORP /DE/ | Increased | 1.6M | 2.2M | +567.8K |
| UBS Group AG | Increased | 1.3M | 1.8M | +546.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | New | 0 | 460.3K | +460.3K |
| WHITEBOX ADVISORS LLC | Increased | 125.0K | 575.1K | +450.1K |
| Summit Financial, LLC | Increased | 56.1K | 449.1K | +393.0K |
| MORGAN STANLEY | Increased | 194.9K | 566.5K | +371.6K |
| VAN ECK ASSOCIATES CORP | Increased | 391.6K | 729.0K | +337.4K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | New | 0 | 324.9K | +324.9K |
| SIT INVESTMENT ASSOCIATES INC | New | 0 | 303.9K | +303.9K |
| Cambridge Investment Research Advisors, Inc. | Increased | 106.3K | 401.9K | +295.6K |
| Thomas J. Herzfeld Advisors, Inc. | Increased | 61.8K | 345.4K | +283.6K |
| MELFA WEALTH MANAGEMENT, INC. | Increased | 151.7K | 431.6K | +279.9K |
| Bulldog Investors, LLP | New | 0 | 230.4K | +230.4K |
| OSAIC HOLDINGS, INC. | Increased | 172.5K | 398.6K | +226.1K |
| Hennion & Walsh Asset Management, Inc. | Increased | 799.8K | 1.0M | +224.8K |
| Closed-End Fund Advisors, Inc. | Increased | 275.3K | 466.8K | +191.6K |
| NewEdge Advisors, LLC | Increased | 157.8K | 320.3K | +162.5K |
| Private Advisor Group, LLC | Sold Out | 151.6K | 0 | -151.6K |
| RAYMOND JAMES FINANCIAL INC | Increased | 209.3K | 350.7K | +141.4K |
| WELLS FARGO & COMPANY/MN | Increased | 100.3K | 235.7K | +135.4K |
| PARK AVENUE SECURITIES LLC | New | 0 | 131.4K | +131.4K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 261.0K | 362.0K | +101.0K |
| Lido Advisors, LLC | New | 0 | 92.3K | +92.3K |
| Capital Investment Advisors, LLC | Increased | 106.8K | 192.6K | +85.8K |
| Logan Stone Capital, LLC | Reduced | 330.9K | 257.0K | -73.9K |
| CAPTRUST FINANCIAL ADVISORS | New | 0 | 72.1K | +72.1K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Increased | 38.6K | 108.6K | +70.0K |
| RIVERBRIDGE PARTNERS LLC | Increased | 181.3K | 247.9K | +66.6K |
| Advisors Asset Management, Inc. | Reduced | 1.3M | 1.2M | -60.1K |
| Kestra Advisory Services, LLC | New | 0 | 51.4K | +51.4K |
| Bank of New York Mellon Corp | Reduced | 164.0K | 114.3K | -49.7K |
| Steward Partners Investment Advisory, LLC | Reduced | 50.9K | 2.4K | -48.5K |
| Novak & Powell Financial Services, Inc. | New | 0 | 45.6K | +45.6K |
| TRUIST FINANCIAL CORP | New | 0 | 44.3K | +44.3K |
| Focus Partners Wealth | New | 0 | 43.8K | +43.8K |
| Mutual Advisors, LLC | New | 0 | 42.5K | +42.5K |
| CITADEL ADVISORS LLC | New | 0 | 41.3K | +41.3K |
| Noble Wealth Management PBC | New | 0 | 36.8K | +36.8K |
| ROTHSCHILD INVESTMENT LLC | Increased | 53.0K | 86.4K | +33.4K |
| LPL Financial LLC | Increased | 110.6K | 143.5K | +32.9K |
| READYSTATE ASSET MANAGEMENT LP | New | 0 | 31.7K | +31.7K |
| Cetera Investment Advisers | Increased | 34.3K | 64.2K | +29.9K |
| Matisse Capital | Increased | 27.4K | 57.1K | +29.6K |
| Belpointe Asset Management LLC | New | 0 | 29.2K | +29.2K |
| Fortis Capital Advisors, LLC | New | 0 | 29.2K | +29.2K |
| PFG Investments, LLC | New | 0 | 27.7K | +27.7K |
| Beacon Pointe Advisors, LLC | New | 0 | 26.3K | +26.3K |
| STIFEL FINANCIAL CORP | New | 0 | 25.7K | +25.7K |
| Beverly Hills Private Wealth, LLC | New | 0 | 22.9K | +22.9K |
| EVOLVE PRIVATE WEALTH, LLC | New | 0 | 22.5K | +22.5K |
| Rockefeller Capital Management L.P. | Increased | 130.2K | 152.6K | +22.4K |
| Equitable Holdings, Inc. | Increased | 40.8K | 62.7K | +21.9K |
| ROYAL BANK OF CANADA | Increased | 128.2K | 149.5K | +21.2K |
| Corient Private Wealth LP | Sold Out | 20.5K | 0 | -20.5K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.