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, Q3 2025
Institutional positions in BNY Mellon Strategic Municipal Bond Fund, Inc. as of Sep 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
- 91
- 0 vs. Q2 2025
- Shares held
- 24.1M
- +603.6K (+2.6%) vs. Q2 2025
- Total value
- $140.8M
- +$9.21M (+7.0%) vs. Q2 2025
- New holders
- 8
- 22 more added
- Sold out
- 8
- 30 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding BNY Mellon Strategic Municipal Bond Fund, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 5,152,591 | $30.5M | 1.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 3,559,421 | $21.1M | 0.08% | +73,309+2.1% | Added |
| Bulldog Investors, LLP | 2,624,438 | $15.5M | 3.60% | +27,807+1.1% | Added |
| Sit Investment Associates Inc | 1,666,514 | $9.87M | 0.20% | +1,167,687+234.1% | Added |
| Rivernorth Capital Management, LLC | 1,236,121 | $7.32M | 0.42% | −262,240−17.5% | Reduced |
| Guggenheim Capital LLC | 961,115 | $5.69M | 0.04% | +251,171+35.4% | Added |
| Karpus Management, Inc. | 860,309 | $5.09M | 0.16% | +3,906+0.5% | Added |
| Almitas Capital LLC | 851,087 | $5.04M | 1.15% | 00.0% | Unchanged |
| LPL Financial LLC | 651,425 | $3.86M | 0.00% | +1,268+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 629,018 | $3.72M | 0.13% | −413,668−39.7% | Reduced |
| Morgan Stanley | 429,878 | $2.54M | 0.00% | +35,162+8.9% | Added |
| Wells Fargo & Company | 399,934 | $2.37M | 0.00% | −51,198−11.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 338,579 | $2.00M | 0.69% | −27,475−7.5% | Reduced |
| Advisors Asset Management, Inc. | 335,271 | $1.98M | 0.03% | −5,342−1.6% | Reduced |
| Whitebox Advisors LLC | 335,217 | $1.98M | 0.04% | −43,776−11.6% | Reduced |
| Van Eck Associates Corp | 325,935 | $1.93M | 0.00% | −12,987−3.8% | Reduced |
| Capital Investment Advisors, LLC | 278,404 | $1.65M | 0.03% | −1,442−0.5% | Reduced |
| Envestnet Asset Management Inc | 197,363 | $1.17M | 0.00% | +1,353+0.7% | Added |
| Capstone Investment Advisors, LLC | 187,555 | $1.11M | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 173,949 | $1.03M | 0.01% | −499−0.3% | Reduced |
| Riverbridge Partners LLC | 164,586 | $974.3K | 0.02% | +4,612+2.9% | Added |
| 1607 Capital Partners, LLC | 159,401 | $943.7K | 0.07% | −25,000−13.6% | Reduced |
| Nuveen, LLC | 136,099 | $805.7K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 127,082 | $752.3K | 0.11% | −3,368−2.6% | Reduced |
| Ackerman Capital Advisors, LLC | 127,024 | $752.0K | 0.16% | −29,942−19.1% | Reduced |
| UBS Group AG | 111,335 | $659.1K | 0.00% | −440.0% | Reduced |
| Invesco Ltd. | 105,551 | $624.9K | 0.00% | −31,623−23.1% | Reduced |
| Bridgewater Advisors Inc. | 92,770 | $551.1K | 0.04% | 00.0% | Unchanged |
| PFS Partners, LLC | 89,404 | $529.3K | 0.25% | +734+0.8% | Added |
| Noble Wealth Management PBC | 84,128 | $498.0K | 0.27% | +84,128 | New |
| Bank of America Corp | 73,353 | $434.3K | 0.00% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 72,059 | $426.6K | 0.02% | −11,472−13.7% | Reduced |
| Stifel Financial Corp | 67,229 | $398.0K | 0.00% | +5,877+9.6% | Added |
| Bank of New York Mellon Corp | 61,178 | $362.2K | 0.00% | +162+0.3% | Added |
| Cohen & Steers, Inc. | 50,000 | $296.0K | 0.00% | +10,000+25.0% | Added |
| Raymond James Financial Inc | 49,268 | $291.7K | 0.00% | +79+0.2% | Added |
| Gridiron Partners, LLC | 367,786 | $289.4K | 0.16% | +318,895+652.3% | Added |
| Palogic Value Management, L.P. | 48,475 | $287.0K | 0.12% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 45,361 | $269.0K | 0.02% | −885−1.9% | Reduced |
| Melfa Wealth Management, LLC | 44,111 | $261.1K | 0.15% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 42,860 | $253.7K | 0.01% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 39,303 | $232.7K | 0.16% | −766−1.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 38,762 | $229.5K | 0.12% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 38,135 | $225.8K | 0.13% | −3,719−8.9% | Reduced |
| Traub Capital Management LLC | 37,810 | $223.8K | 0.22% | −15,219−28.7% | Reduced |
| Integrated Wealth Concepts LLC | 37,340 | $221.1K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 36,619 | $216.8K | 0.00% | −1,805−4.7% | Reduced |
| Catalina Capital Group, LLC | 36,500 | $216.1K | 0.13% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 33,282 | $197.0K | 0.02% | −4,209−11.2% | Reduced |
| Advisor Group Holdings, Inc. | 30,259 | $172.6K | 0.00% | +130.0% | Added |
| Lee Financial Co | 29,000 | $172.3K | 0.02% | +29,000 | New |
| Pacitti Group Inc. | 29,074 | $172.1K | 0.07% | +43+0.1% | Added |
| Modern Wealth Management, LLC | 23,593 | $139.7K | 0.00% | 00.0% | Unchanged |
| Matisse Capital | 19,352 | $114.6K | 0.05% | −13,278−40.7% | Reduced |
| Cetera Investment Advisers | 18,637 | $110.3K | 0.00% | −35−0.2% | Reduced |
| Ameriprise Financial Inc | 18,484 | $109.4K | 0.00% | −43,906−70.4% | Reduced |
| Wedbush Securities Inc | 18,300 | $108.0K | 0.00% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 17,234 | $102.0K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 16,341 | $96.7K | 0.01% | −5,200−24.1% | Reduced |
| Coastal Investment Advisors, Inc. | 15,247 | $90.3K | 0.03% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 15,206 | $90.0K | 0.03% | +125+0.8% | Added |
| MML Investors Services, LLC | 15,185 | $89.9K | 0.00% | +2,123+16.3% | Added |
| Susquehanna International Group, LLP | 15,104 | $89.4K | 0.00% | −596−3.8% | Reduced |
| Citadel Advisors LLC | 14,856 | $87.9K | 0.00% | −116−0.8% | Reduced |
| GWM Advisors LLC | 14,242 | $84.3K | 0.00% | −1,894−11.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,737 | $81.0K | 0.00% | −2,531−15.6% | Reduced |
| Janney Montgomery Scott LLC | 12,566 | $74.0K | 0.00% | −6,640−34.6% | Reduced |
| Nomura Holdings Inc | 12,500 | $74.0K | 0.00% | +12,500 | New |
| MidWestOne Financial Group, Inc. | 12,214 | $72.3K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 12,194 | $72.2K | 0.00% | +594+5.1% | Added |
| Everstar Asset Management, LLC | 12,100 | $71.6K | 0.04% | +12,100 | New |
| Signature Estate & Investment Advisors LLC | 12,057 | $71.4K | 0.00% | +1,550+14.8% | Added |
| Plan A Wealth LLC | 10,500 | $62.2K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,215 | $60.5K | 0.00% | +10,215 | New |
| Smith, Moore & Co. | 10,000 | $59.2K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,000 | $59.2K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 8,191 | $48.5K | 0.00% | +8,191 | New |
| Global Retirement Partners, LLC | 7,000 | $41.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,970 | $41.3K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6,460 | $38.2K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 6,023 | $35.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,758 | $28.2K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,441 | $20.4K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 2,129 | $12.6K | 0.01% | +2,129 | New |
| Activest Wealth Management | 1,500 | $8.88K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,447 | $8.60K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,000 | $5.92K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 596 | $3.53K | 0.00% | +596 | New |
| Mascoma Wealth Management LLC | 565 | $3.35K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 500 | $3.00K | 0.00% | +491+5,455.6% | Added |
| Citigroup Inc | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −294,867−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −67,789−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −40,485−100.0% | Sold out |
| Novak & Powell Financial Services, Inc. | 0 | $0 | 0.00% | −17,609−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,161−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −7,007−100.0% | Sold out |
| Briaud Financial Planning, Inc | 0 | $0 | 0.00% | −874−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| Capital Market Strategies LLC | – | – | – | – | Not filed |