Skip to main content

BNY Mellon Strategic Municipal Bond Fund, Inc.

DSM
Exchange
NYSE
SEC CIK
0000855887

No open-market purchases or sales by BNY Mellon Strategic Municipal Bond Fund, Inc. insiders were filed in the last 90 days; 86 institutions reported holding it in 13F filings for Q2 2026, worth $159.4M in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
86
−1 vs. Q1 2026
Shares held
25.9M
+370.6K (+1.5%) vs. Q1 2026
Total value
$159.4M
+$5.81M (+3.8%) vs. Q1 2026
New holders
9
26 more added
Sold out
10
27 more reduced

1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DSM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 86 institutions
Q1 2021: 69 institutionsQ2 2021: 72 institutionsQ3 2021: 76 institutionsQ4 2021: 80 institutionsQ1 2022: 81 institutionsQ2 2022: 84 institutionsQ3 2022: 82 institutionsQ4 2022: 86 institutionsQ1 2023: 80 institutionsQ2 2023: 87 institutionsQ3 2023: 90 institutionsQ4 2023: 95 institutionsQ1 2024: 91 institutionsQ2 2024: 97 institutionsQ3 2024: 98 institutionsQ4 2024: 103 institutionsQ1 2025: 95 institutionsQ2 2025: 92 institutionsQ3 2025: 91 institutionsQ4 2025: 85 institutionsQ1 2026: 88 institutionsQ2 2026: 86 institutions
Value heldQ2 2026: $159.4M
Q1 2021: $65.7MQ2 2021: $69.0MQ3 2021: $63.5MQ4 2021: $70.1MQ1 2022: $63.4MQ2 2022: $58.1MQ3 2022: $53.3MQ4 2022: $58.5MQ1 2023: $62.9MQ2 2023: $66.1MQ3 2023: $70.9MQ4 2023: $91.8MQ1 2024: $100.8MQ2 2024: $107.5MQ3 2024: $115.2MQ4 2024: $122.7MQ1 2025: $155.9MQ2 2025: $132.3MQ3 2025: $145.8MQ4 2025: $151.9MQ1 2026: $153.8MQ2 2026: $159.4M
Institutions holding DSM and their total value by quarter
QuarterHoldersValue
Q2 202686$159.4M
Q1 202688$153.8M
Q4 202585$151.9M
Q3 202591$145.8M
Q2 202592$132.3M
Q1 202595$155.9M
Q4 2024103$122.7M
Q3 202498$115.2M
Q2 202497$107.5M
Q1 202491$100.8M
Q4 202395$91.8M
Q3 202390$70.9M
Q2 202387$66.1M
Q1 202380$62.9M
Q4 202286$58.5M
Q3 202282$53.3M
Q2 202284$58.1M
Q1 202281$63.4M
Q4 202180$70.1M
Q3 202176$63.5M
Q2 202172$69.0M
Q1 202169$65.7M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q1 2026.

Institutions holding DSM in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Saba Capital Management, L.P.5,179,441$31.9M0.97%00.0%Unchanged
Bulldog Investors, LLP3,065,475$18.9M4.15%−308,467−9.1%Reduced
Pathstone Holdings, LLC3,011,573$18.5M0.05%−186,657−5.8%Reduced
Sit Investment Associates Inc2,241,927$13.8M0.26%+132,127+6.3%Added
Rivernorth Capital Management, LLC1,920,587$11.8M0.56%+260,230+15.7%Added
Hennion & Walsh Asset Management, Inc.1,476,212$9.08M0.26%+689,844+87.7%Added
Guggenheim Capital LLC1,089,623$6.70M0.04%+68,112+6.7%Added
Karpus Management, Inc.936,572$5.76M0.17%−3,600−0.4%Reduced
Almitas Capital LLC757,999$4.66M1.12%−168,302−18.2%Reduced
LPL Financial LLC544,464$3.35M0.00%−29,263−5.1%Reduced
Robinson Capital Management, LLC467,193$2.88M1.27%+41,717+9.8%Added
Wells Fargo & Company447,952$2.75M0.00%+40,011+9.8%Added
Van Eck Associates Corp423,652$2.61M0.00%+6,849+1.6%Added
Morgan Stanley268,067$1.65M0.00%−13,258−4.7%Reduced
Fiera Capital Corp258,371$1.59M0.01%−10,269−3.8%Reduced
Capital Investment Advisors, LLC250,343$1.54M0.02%−6,000−2.3%Reduced
Lord, Abbett & Co. LLC224,958$1.38M0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.195,902$1.20M0.37%+30,970+18.8%Added
Capstone Investment Advisors, LLC187,555$1.15M0.01%00.0%Unchanged
Envestnet Asset Management Inc180,248$1.11M0.00%−11,828−6.2%Reduced
1607 Capital Partners, LLC159,401$980.3K0.09%00.0%Unchanged
Park Avenue Securities LLC159,077$978.0K0.01%−11,097−6.5%Reduced
Bank of New York Mellon Corp145,899$897.3K0.00%+75,527+107.3%Added
Palogic Value Management, L.P.144,064$887.1K0.16%+72,032+100.0%Added
Nuveen, LLC136,099$837.0K0.00%00.0%Unchanged
Summit Trail Advisors, LLC112,022$688.9K0.01%−4,850−4.1%Reduced
Blue Bell Private Wealth Management, LLC107,584$661.6K0.08%−1,517−1.4%Reduced
Closed-End Fund Advisors, Inc.100,339$617.1K0.60%00.0%Unchanged
Invesco Ltd.98,168$603.7K0.00%−5,675−5.5%Reduced
PFS Partners, LLC93,163$573.0K0.23%+1,242+1.4%Added
Ackerman Capital Advisors, LLC91,598$563.3K0.11%−27,399−23.0%Reduced
UBS Group AG88,101$541.8K0.00%−4,417−4.8%Reduced
Bridgewater Advisors Inc.92,770$538.1K0.03%00.0%Unchanged
Opal Wealth Advisors, LLC71,035$436.9K0.09%+1,571+2.3%Added
Noble Wealth Management PBC65,733$404.3K0.18%+4,400+7.2%Added
Raymond James Financial Inc63,180$388.6K0.00%+742+1.2%Added
Stifel Financial Corp62,270$383.0K0.00%+807+1.3%Added
Advisor Group Holdings, Inc.60,102$369.6K0.00%+37,538+166.4%Added
Savvy Advisors, Inc.59,072$363.3K0.01%−3,150−5.1%Reduced
Cohen & Steers, Inc.50,000$308.0K0.00%00.0%Unchanged
Wiley Bros.-Aintree Capital, LLC46,327$284.9K0.00%−4,418−8.7%Reduced
Evolve Private Wealth, LLC43,690$268.7K0.02%+15,279+53.8%Added
Geneos Wealth Management Inc.42,860$263.6K0.01%00.0%Unchanged
Citadel Advisors LLC38,790$238.6K0.00%+38,790New
Fortitude Advisory Group L.L.C.38,762$238.4K0.09%00.0%Unchanged
Melfa Wealth Management, LLC37,728$232.0K0.13%−6,383−14.5%Reduced
Integrated Wealth Concepts LLC33,832$208.1K0.00%+28+0.1%Added
Arete Wealth Advisors, LLC33,407$205.5K0.01%−659−1.9%Reduced
Aviance Capital Partners, LLC30,983$190.5K0.02%−2,900−8.6%Reduced
Camelot Portfolios, LLC30,362$186.7K0.13%−5,337−14.9%Reduced
Pacitti Group Inc.29,295$180.2K0.06%+73+0.2%Added
Petersen Hastings Wealth Advisors Inc.28,930$177.9K0.01%00.0%Unchanged
Integrated Capital Management, Inc.27,796$170.9K0.12%−5,455−16.4%Reduced
Rothschild Investment LLC25,000$153.8K0.01%+25,000New
Susquehanna International Group, LLP21,546$132.5K0.00%+633+3.0%Added
Ameriprise Financial Inc21,435$131.8K0.00%−1,856−8.0%Reduced
Advisor OS, LLC19,994$123.0K0.01%+9,130+84.0%Added
Cetera Investment Advisers18,816$115.7K0.00%−81−0.4%Reduced
Novak & Powell Financial Services, Inc.18,502$113.8K0.05%+247+1.4%Added
HighTower Advisors, LLC17,492$107.6K0.00%−12,972−42.6%Reduced
LexAurum Advisors, LLC17,234$106.0K0.01%00.0%Unchanged
CJM Wealth Advisers, Ltd.15,847$97.5K0.03%+212+1.4%Added
Coastal Investment Advisors, Inc.15,247$93.8K0.03%00.0%Unchanged
MML Investors Services, LLC15,166$93.3K0.00%+2,121+16.3%Added
Readystate Asset Management LP14,309$88.0K0.00%+14,309New
Bokf, NA12,831$78.9K0.00%00.0%Unchanged
Bank of Montreal12,760$78.5K0.00%+12,760New
Janney Montgomery Scott LLC12,574$77.0K0.00%+57+0.5%Added
Everstar Asset Management, LLC12,100$74.4K0.04%00.0%Unchanged
Signature Estate & Investment Advisors LLC12,057$74.2K0.00%00.0%Unchanged
Mariner, LLC11,676$71.8K0.00%+85+0.7%Added
Shulman DeMeo Asset Management LLC10,317$63.5K0.01%−130−1.2%Reduced
Clear Street Group Inc.10,001$61.5K0.00%+10,001New
Smith, Moore & Co.10,000$61.5K0.00%00.0%Unchanged
Cerity Partners LLC10,000$61.5K0.00%00.0%Unchanged
Global Retirement Partners, LLC7,000$43.0K0.00%+7,000New
Hollencrest Capital Management6,970$42.9K0.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC6,460$39.7K0.02%00.0%Unchanged
Toronto Dominion Bank4,938$30.4K0.00%+4,938New
Eastern Bank3,441$21.2K0.00%−1,562−31.2%Reduced
Harbour Investments, Inc.2,700$16.6K0.00%00.0%Unchanged
CoreCap Advisors, LLC2,700$16.6K0.00%+2,700New
Quent Capital, LLC2,000$12.3K0.00%+2,000New
Prestige Wealth Management Group LLC1,447$8.90K0.00%00.0%Unchanged
Darwin Advisors, LLC1,000$6.15K0.00%00.0%Unchanged
Citigroup Inc1$60.00%00.0%Unchanged
Advisors Asset Management, Inc.0$00.00%−328,325−100.0%Sold out
Traub Capital Management LLC0$00.00%−24,031−100.0%Sold out
Jane Street Group, LLC0$00.00%−12,552−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−10,487−100.0%Sold out
Root Financial Partners, LLC0$00.00%−8,188−100.0%Sold out
MAI Capital Management0$00.00%−6,023−100.0%Sold out
Archetype Wealth Partners0$00.00%−5,046−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−4,758−100.0%Sold out
Activest Wealth Management0$00.00%−1,500−100.0%Sold out
Elevated Capital Advisors, LLC0$00.00%−79−100.0%Sold out
Catalina Capital Group, LLC––––Not filed