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 $159.0M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Jun 30, 2025. 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
- 92
- −2 vs. Q1 2025
- Shares held
- 23.5M
- +1.46M (+6.6%) vs. Q1 2025
- Total value
- $131.7M
- +$5.84M (+4.6%) vs. Q1 2025
- New holders
- 9
- 28 more added
- Sold out
- 11
- 27 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 86 | $159.0M |
| Q1 2026 | 88 | $153.8M |
| Q4 2025 | 85 | $151.9M |
| Q3 2025 | 91 | $140.8M |
| Q2 2025 | 92 | $131.7M |
| Q1 2025 | 95 | $126.6M |
| Q4 2024 | 103 | $122.4M |
| Q3 2024 | 98 | $115.1M |
| Q2 2024 | 97 | $107.5M |
| Q1 2024 | 91 | $93.6M |
| Q4 2023 | 95 | $88.3M |
| Q3 2023 | 90 | $70.9M |
| Q2 2023 | 87 | $66.1M |
| Q1 2023 | 80 | $62.9M |
| Q4 2022 | 86 | $58.3M |
| Q3 2022 | 82 | $53.3M |
| Q2 2022 | 84 | $58.1M |
| Q1 2022 | 81 | $63.4M |
| Q4 2021 | 80 | $70.1M |
| Q3 2021 | 76 | $63.5M |
| Q2 2021 | 72 | $69.0M |
| Q1 2021 | 69 | $65.7M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 5,152,591 | $28.9M | 0.79% | +902,043+21.2% | Added |
| Pathstone Holdings, LLC | 3,486,112 | $19.5M | 0.08% | +368,855+11.8% | Added |
| Bulldog Investors, LLP | 2,596,631 | $14.5M | 3.68% | +69,204+2.7% | Added |
| Rivernorth Capital Management, LLC | 1,498,361 | $8.39M | 0.46% | −17,513−1.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,042,686 | $5.84M | 0.24% | −92,323−8.1% | Reduced |
| Karpus Management, Inc. | 856,403 | $4.80M | 0.15% | +830,610+3,220.3% | Added |
| Almitas Capital LLC | 851,087 | $4.77M | 1.20% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 709,944 | $3.98M | 0.03% | −172,416−19.5% | Reduced |
| LPL Financial LLC | 650,157 | $3.64M | 0.00% | −61,938−8.7% | Reduced |
| Sit Investment Associates Inc | 498,827 | $2.79M | 0.06% | +26,463+5.6% | Added |
| Wells Fargo & Company | 451,132 | $2.53M | 0.00% | −212,243−32.0% | Reduced |
| Morgan Stanley | 394,716 | $2.21M | 0.00% | −50,461−11.3% | Reduced |
| Whitebox Advisors LLC | 378,993 | $2.12M | 0.06% | −377,806−49.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 366,054 | $2.05M | 0.73% | +238,330+186.6% | Added |
| Advisors Asset Management, Inc. | 340,613 | $1.91M | 0.03% | +340,613 | New |
| Van Eck Associates Corp | 338,922 | $1.90M | 0.00% | +2,634+0.8% | Added |
| Logan Stone Capital, LLC | 294,867 | $1.65M | 0.78% | −82,408−21.8% | Reduced |
| Capital Investment Advisors, LLC | 279,846 | $1.57M | 0.03% | −10,395−3.6% | Reduced |
| Envestnet Asset Management Inc | 196,010 | $1.10M | 0.00% | +20,857+11.9% | Added |
| Capstone Investment Advisors, LLC | 187,555 | $1.05M | 0.01% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 184,401 | $1.03M | 0.08% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 174,448 | $977.0K | 0.01% | +15,336+9.6% | Added |
| Riverbridge Partners LLC | 159,974 | $895.9K | 0.01% | +6,861+4.5% | Added |
| Ackerman Capital Advisors, LLC | 156,966 | $879.0K | 0.20% | −15,020−8.7% | Reduced |
| Invesco Ltd. | 137,174 | $768.2K | 0.00% | +95,769+231.3% | Added |
| Nuveen, LLC | 136,099 | $762.2K | 0.00% | −192,054−58.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 130,450 | $730.5K | 0.12% | +4,215+3.3% | Added |
| UBS Group AG | 111,379 | $623.7K | 0.00% | −626−0.6% | Reduced |
| Bridgewater Advisors Inc. | 92,770 | $509.3K | 0.04% | 00.0% | Unchanged |
| PFS Partners, LLC | 88,670 | $496.6K | 0.25% | +931+1.1% | Added |
| Savvy Advisors, Inc. | 83,531 | $467.8K | 0.03% | −2,992−3.5% | Reduced |
| Bank of America Corp | 73,353 | $410.8K | 0.00% | +72,407+7,654.0% | Added |
| Rockefeller Capital Management L.P. | 67,789 | $379.6K | 0.00% | +712+1.1% | Added |
| Ameriprise Financial Inc | 62,390 | $349.4K | 0.00% | −511−0.8% | Reduced |
| Stifel Financial Corp | 61,352 | $343.6K | 0.00% | +622+1.0% | Added |
| Bank of New York Mellon Corp | 61,016 | $341.7K | 0.00% | −502−0.8% | Reduced |
| Traub Capital Management LLC | 53,029 | $297.0K | 0.27% | +53,029 | New |
| Raymond James Financial Inc | 49,189 | $275.5K | 0.00% | +1,674+3.5% | Added |
| Gridiron Partners, LLC | 48,891 | $273.8K | 0.17% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 48,475 | $271.5K | 0.11% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 46,246 | $259.0K | 0.02% | −1,991−4.1% | Reduced |
| Melfa Wealth Management, LLC | 44,111 | $247.0K | 0.16% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 42,860 | $240.0K | 0.01% | +14,630+51.8% | Added |
| Camelot Portfolios, LLC | 41,854 | $234.4K | 0.14% | +2,894+7.4% | Added |
| Rothschild Investment LLC | 40,485 | $226.7K | 0.01% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 40,069 | $224.4K | 0.17% | +6,776+20.4% | Added |
| Cohen & Steers, Inc. | 40,000 | $224.0K | 0.00% | +40,000 | New |
| Fortitude Advisory Group L.L.C. | 38,762 | $217.1K | 0.12% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 38,424 | $215.2K | 0.00% | −80,175−67.6% | Reduced |
| Aviance Capital Partners, LLC | 37,491 | $210.0K | 0.03% | +7,319+24.3% | Added |
| Integrated Wealth Concepts LLC | 37,340 | $209.1K | 0.00% | +3,536+10.5% | Added |
| Catalina Capital Group, LLC | 36,500 | $204.4K | 0.14% | +36,500 | New |
| Matisse Capital | 32,630 | $182.7K | 0.09% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30,246 | $169.4K | 0.00% | −4,740−13.5% | Reduced |
| Pacitti Group Inc. | 29,031 | $162.6K | 0.07% | −2,695−8.5% | Reduced |
| Modern Wealth Management, LLC | 23,593 | $132.1K | 0.00% | 00.0% | Unchanged |
| Advisor OS, LLC | 21,541 | $120.6K | 0.01% | −3,389−13.6% | Reduced |
| Capital Market Strategies LLC | 19,700 | $110.3K | 0.08% | +1,000+5.3% | Added |
| Janney Montgomery Scott LLC | 19,206 | $108.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,672 | $104.6K | 0.00% | +160+0.9% | Added |
| Wedbush Securities Inc | 18,300 | $102.0K | 0.00% | −675−3.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 17,609 | $98.6K | 0.07% | +220+1.3% | Added |
| LexAurum Advisors, LLC | 17,234 | $96.5K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 16,268 | $91.0K | 0.00% | −10,102−38.3% | Reduced |
| GWM Advisors LLC | 16,136 | $90.4K | 0.00% | −6,657−29.2% | Reduced |
| Susquehanna International Group, LLP | 15,700 | $87.9K | 0.00% | −6,007−27.7% | Reduced |
| Coastal Investment Advisors, Inc. | 15,247 | $85.4K | 0.03% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 15,081 | $84.5K | 0.03% | +159+1.1% | Added |
| Citadel Advisors LLC | 14,972 | $83.8K | 0.00% | −33,362−69.0% | Reduced |
| MML Investors Services, LLC | 13,062 | $73.0K | 0.00% | +1,628+14.2% | Added |
| MidWestOne Financial Group, Inc. | 12,214 | $68.4K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 12,161 | $68.0K | 0.00% | +12,161 | New |
| Mariner, LLC | 11,600 | $65.0K | 0.00% | +1,270+12.3% | Added |
| Signature Estate & Investment Advisors LLC | 10,507 | $58.8K | 0.00% | −1,793−14.6% | Reduced |
| Plan A Wealth LLC | 10,500 | $58.8K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 10,000 | $56.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,000 | $56.0K | 0.00% | +10,000 | New |
| US Bancorp | 7,007 | $39.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,000 | $39.2K | 0.00% | +7,000 | New |
| Hollencrest Capital Management | 6,970 | $39.0K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6,460 | $36.2K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 6,023 | $33.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,758 | $26.6K | 0.00% | −139−2.8% | Reduced |
| Eastern Bank | 3,441 | $19.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,500 | $8.40K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,447 | $8.10K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,000 | $5.60K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 874 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 565 | $3.16K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 551 | $3.09K | 0.00% | +551 | New |
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9 | $0 | 0.00% | +9 | New |
| CNH Partners LLC | 0 | $0 | 0.00% | −66,816−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −46,581−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −38,649−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −34,007−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −24,409−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −21,262−100.0% | Sold out |
| Everstar Asset Management, LLC | 0 | $0 | 0.00% | −15,468−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −14,376−100.0% | Sold out |